Peter Levick, Cpa, Mba Email & Phone Number

The Woodlands, Tx, Us

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.

Chief Financial Officer/Business Advisor for businesses that do not have a full-time CFO. (Includes three years as a partner with B2B CFO.)

Court Appointed Receiver; Corporate turnaround and workout solutions.

Doha, Qa

Master Of Business Administration (Mba)

Bachelor Of Science (Bs), Accounting