Peter Levick, Cpa, Mba

Peter Levick, Cpa, Mba Email and Phone Number

Financial Consultant - New Implementations at Global Shop Solutions - ERP Software @ Global Shop Solutions - ERP Software
The Woodlands, TX
Peter Levick, Cpa, Mba's Location
Cincinnati, Ohio, United States, United States
Peter Levick, Cpa, Mba's Contact Details
About Peter Levick, Cpa, Mba

Multi-industry expertise with focus on inventory, accounting, operations, and information systems management. Effective communication style, liaising with key stakeholders to support goals. Analytical problem solving, innovating solutions for every-day business issues. Extensive information systems experience. Proven ability to master complicated systems with ease.As a former Chief Financial Officer, CEO and Controller, I understand the needs of business owners and managers. I help increase cash, profitability, sales and company value by leveraging the use of information/ERP systems and promoting teamwork.* Industry Expertise: Manufacturing ▪ Retail ▪ Energy ▪ Real Estate ▪ Service.*IT Expertise: ERP Implementation ▪ Needs Analysis ▪ End-User Training ▪ Team Management ▪ Business Process Establishment ▪ Process Documentation ▪ Process Improvement ▪ System Selection.* Executive Expertise: Operations Management ▪ Cost-Reduction Strategy ▪ Continuous Improvement Initiatives ▪ Root Cause Analysis.* Financial Reports ▪ Profit & Loss ▪ A/R & A/P Responsibility.* Software Expertise: Microsoft Office ▪ Microsoft Excel ▪ QuickBooks ▪ Peachtree ▪ Quicken ▪ ComputerEase ▪ Global Shop Solutions ▪ Macola ▪ Crystal Reports ▪ Exposed to SAP, SQL and various industry specific software.

Peter Levick, Cpa, Mba's Current Company Details
Global Shop Solutions - ERP Software

Global Shop Solutions - Erp Software

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Financial Consultant - New Implementations at Global Shop Solutions - ERP Software
The Woodlands, TX
Employees:
201
Company phone:
1.800.364.5958
Company email:
marketing@gssmail.com
Peter Levick, Cpa, Mba Work Experience Details
  • Global Shop Solutions - Erp Software
    Senior Financial Implementation Consultant
    Global Shop Solutions - Erp Software Feb 2018 - Present
    The Woodlands, Tx, Us
  • The Verdin Company
    Accounting And Systems Specialist
    The Verdin Company May 2015 - Nov 2017
    Recruited as consultant to bring GL and financial statements up-to-date, quickly promoted to full-time employee. Tasked with managing ERP implementation. Report directly to and advise executive team. Ensure all transactions properly feed accounting and financial reporting system. Maintain planned maintenance agreement (PMA) system integrity. Manage help desk for ERP issues. ▪ Energized ERP success, restructuring implementation after premature launch and catastrophic fire, which destroyed server network.- Suggested new programs and modules for system improvement, collaborating with outside programmers to develop and implement new and improved programs.- Liaised between company and ERP provider, serving as first-line support for end-users.- Trained end-users and developed user manuals. Introduced new system tools for heightened efficiency.▪ Developed and implemented company’s service module.▪ Eliminated duplicate data entry by creating payment processing procedure that tracked subcontractor payments for services rendered with resulting revenue—process tracks hundreds of transactions per week.▪ Spearheaded process for producing, distributing, and storing data for ~2K PMA quotes. Developed spreadsheet template for customer quote generation. Transitioned data to ERP system allowing PMAs to be won when customers remitted payment.▪ Transformed service coordinators ability to manage territories by creating Excel dashboard that tracked open service calls by technician and territory.
  • Cfo On Call
    Principal
    Cfo On Call Mar 2006 - Jan 2016
    Chief Financial Officer/Business Advisor for businesses that do not have a full-time CFO. (Includes three years as a partner with B2B CFO.)
  • New Growth Advisors, Inc.
    Associate
    New Growth Advisors, Inc. Mar 2009 - Dec 2015
    Court Appointed Receiver; Corporate turnaround and workout solutions.
  • Globe Furniture Galleries
    Ceo
    Globe Furniture Galleries 2000 - 2005
  • Key Property Management
    Ceo
    Key Property Management 1993 - 1999
  • Globe Furniture Rentals
    Cfo
    Globe Furniture Rentals 1987 - 1993
  • Jackson Exploration
    Controller
    Jackson Exploration 1981 - 1987
  • Sterling Projects
    Controller
    Sterling Projects 1981 - 1987
    Doha, Qa

Peter Levick, Cpa, Mba Skills

Due Diligence Financial Reporting Budgets Leadership Small Business Accounting Financial Modeling Financial Analysis Internal Controls Financial Statements Analysis Mergers And Acquisitions Executive Management Cpa Cash Flow Banking Business Planning Problem Solving Business Process Improvement Managerial Finance Strategic Financial Planning Acquisition Integration Business Analysis Start Ups Quickbooks Financial Forecasting Financial Executive Financial Statement Preparation And Analysis Management Consulting Restructuring Data Analysis Erp Implementations Management Information Systems Information Systems Crystal Reports

Peter Levick, Cpa, Mba Education Details

  • University Of Cincinnati
    University Of Cincinnati
    Master Of Business Administration (Mba)
  • Louisiana State University
    Louisiana State University
    Accounting

Frequently Asked Questions about Peter Levick, Cpa, Mba

What company does Peter Levick, Cpa, Mba work for?

Peter Levick, Cpa, Mba works for Global Shop Solutions - Erp Software

What is Peter Levick, Cpa, Mba's role at the current company?

Peter Levick, Cpa, Mba's current role is Financial Consultant - New Implementations at Global Shop Solutions - ERP Software.

What is Peter Levick, Cpa, Mba's email address?

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What schools did Peter Levick, Cpa, Mba attend?

Peter Levick, Cpa, Mba attended University Of Cincinnati, Louisiana State University.

What skills is Peter Levick, Cpa, Mba known for?

Peter Levick, Cpa, Mba has skills like Due Diligence, Financial Reporting, Budgets, Leadership, Small Business, Accounting, Financial Modeling, Financial Analysis, Internal Controls, Financial Statements, Analysis, Mergers And Acquisitions.

Who are Peter Levick, Cpa, Mba's colleagues?

Peter Levick, Cpa, Mba's colleagues are Melinda Franzen, Diego Carranco, Jared Zbranek, Zac Newell, Justin Liles, Daniel Chavoya, Steve Parry.

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