Peter Levick, Cpa, Mba Email and Phone Number
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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.
Global Shop Solutions - Erp Software
View- Website:
- globalshopsolutions.com
- Employees:
- 201
- Company phone:
- 1.800.364.5958
- Company email:
- marketing@gssmail.com
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Senior Financial Implementation ConsultantGlobal Shop Solutions - Erp Software Feb 2018 - PresentThe Woodlands, Tx, Us -
Accounting And Systems SpecialistThe Verdin Company May 2015 - Nov 2017Recruited 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.
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PrincipalCfo On Call Mar 2006 - Jan 2016Chief Financial Officer/Business Advisor for businesses that do not have a full-time CFO. (Includes three years as a partner with B2B CFO.)
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AssociateNew Growth Advisors, Inc. Mar 2009 - Dec 2015Court Appointed Receiver; Corporate turnaround and workout solutions. -
CeoGlobe Furniture Galleries 2000 - 2005
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CeoKey Property Management 1993 - 1999
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CfoGlobe Furniture Rentals 1987 - 1993
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ControllerJackson Exploration 1981 - 1987
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ControllerSterling Projects 1981 - 1987Doha, Qa
Peter Levick, Cpa, Mba Skills
Peter Levick, Cpa, Mba Education Details
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University Of CincinnatiMaster Of Business Administration (Mba) -
Louisiana State UniversityAccounting
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?
Peter Levick, Cpa, Mba's email address is pe****@****ons.com
What is Peter Levick, Cpa, Mba's direct phone number?
Peter Levick, Cpa, Mba's direct phone number is +151355*****
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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