Phillip Fishbein is a Financial Systems at Intapp.
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Senior Business Systems AnalystIntapp Jul 2023 - PresentPalo Alto, Ca, Us• Lead the strategic management and optimization of a comprehensive financial systems portfolio—including NetSuite OneWorld, Avalara, Flow, and Fastpath—ensuring scalable and efficient support for global accounting, billing, and revenue operations.• Architect and deploy automation solutions within NetSuite to enhance operational efficiency, automating key processes such as expense allocation, revenue arrangement updates, and vendor approval workflows, all aligned with best practices for scalable finance operations.• Collaborate with business teams and auditors to ensure financial systems meet regulatory standards by completing quarterly SOX and ITGC compliance reviews and addressing any identified risks. -
Manager Of Financial SystemsPing Identity Jan 2020 - Jul 2023Denver, Co, Us• Managed a diverse portfolio of financial applications including NetSuite OneWorld, Concur Expense Management, Dell Boomi, and Mavenlink applications, ensuring seamless integration and functionality• Developed and maintained NetSuite Scripts to automate critical tasks such as revenue allocation ratio calculations, payment file transfers to the bank, data validation, and procurement data export, leading to a substantial reduction in manual labor hours for the team• Leveraged the Dell Boomi integration platform to seamlessly integrate employee, item, project, and sales order data into NetSuite, enhancing data accuracy and operational efficiency• Provided leadership and guidance to the financial systems team, overseeing hiring, mentoring, and supervision to foster a collaborative and high-performing work environment conducive to team success and professional growth• Recognized with the Ping Excellence Award for exceptional individual performance and subsequently promoted to Financial Systems Manager within 18 months, reflecting sustained dedication and impactful contributions to organizational success -
Netsuite DeveloperFour Winds Interactive Aug 2018 - Jan 2020Denver, Co, Us• Served as the technical lead for implementations of NetSuite OneWorld, Celigo Integrator.io and Oracle OpenAir. This has led to improved time tracking and reporting on projects and ASC 606 Compliance for the organization• Responsible for the NetSuite OneWorld, Celigo Integrator.io and Oracle OpenAir applications which are used as the accounting, integration and project management systems for the organization• Developed, maintained, and programmed integrations with Celigo Integrator.io that includes the transfer of sales order, employee, contract and asset data between Salesforce, ADP and NetSuite -
Lead Business Systems AnalystOmnitrax, Inc. Aug 2015 - Aug 2018Denver, Co, Us• Administrator for NetSuite OneWorld ERP/CRM and Concur Expense Management. This includes user support and training, customizing forms, records and workflows, maintaining saved searches, reports and data imports• Lead implementation of NetSuite OneWorld which included data conversion from SAP, configuration of the application, and data integrations from other applications such as Concur and PiraclePay• Use Dell Boomi integration platform for integrating invoicing data into NetSuite• Utilize business analyzing skills to review requirements for technical solutions for projects; This has included support case management for Network Operations, implementation of Concur for two companies and automation of approval workflows to improve company efficiency • Promoted to Lead Business Systems Analyst after a year and a half -
Senior Application AdministratorUniversity Of Chicago Booth School Of Business Oct 2014 - Aug 2015Chicago, Illinois, Us• Managed the implementation and maintenance of software applications which included Microsoft CRM and Booth custom applications• Resolved, tested and recommended to senior management new features and improvements for Booth custom applications and external vendor applications • Acted as department expert on data warehouse structure and reporting for Booth Career Services• Mentored Help Desk and Junior staff on dealing with technical responsibilities -
Production EngineerMethodcare Aug 2014 - Oct 2014• Created and maintained Microsoft SQL Integration Services packages that import client data for use in the MethodCare applications and export data back to their systems• Debugged and wrote complex queries and stored procedures to troubleshoot application and data issues for clients• Provided on-call support to solve on and off hour client issues
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Senior Application AdministratorThe University Of Chicago Booth School Of Business Mar 2013 - Aug 2014Chicago, Illinois, Us• Managed the implementation and maintenance of software applications which included Microsoft CRM and Booth custom applications• Resolved, tested and recommended to senior management new features and improvements for Booth custom applications and external vendor applications • Acted as department expert on data warehouse structure and reporting for Booth Career Services• Mentored Help Desk and Junior staff on dealing with technical responsibilities -
Database AdministratorJohn G. Shedd Aquarium Jan 2012 - Feb 2013Chicago, Il, Us• Oversaw all database applications including implementation, maintenance, high level support for SQL databases consisting of Raiser’s Edge, Dynamics GP, and Vista• Developed reports utilizing Microsoft SQL Reporting Services (SSRS) which ultimately improved multi-departmental efficiency• Lead cross-functional teams on recommendations to management for software programs and improvement of SQL Server projects• Created a virtual test environment to ensure seamless application release/integration for all users• Evaluated database security to ensure security access rights appropriate as well as implementation of PCI compliance -
Data AnalystLaborers' And Retirement Board Employees' Annuity & Benefit Fund Jun 2010 - Jan 2012• Analyzed internal data and performed ad-hoc queries and data reports• Created and maintained documentation for in-house pension member software• Gathered and collected process and system requirements to improve usability
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Tax Analyst Programmer IiIntuit Aug 2006 - Jun 2010Mountain View, California, Us• Programmed individual and business tax products• Lead project teams targeted to formulate solutions for tax problems and improve functionality• Researched federal and state tax issues• Provided technical support to tax customers• Promoted from Tax Analyst Programmer I to Tax Analyst Programmer II after two years -
Network AdministratorLipschultz, Levin & Gray Nov 2004 - Aug 2006• Reconciled bank statements for clients and prepared corporate and individual tax returns• Deciphered and solved network issues• Managed, installed, and upgraded hardware and software
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Network AdministratorThe Bazaar Inc. Aug 2003 - Nov 2004• Trained users on new hardware and software• Performed troubleshooting on hardware and software problems
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It AdvisorSmall Business And Personal Consulting Dec 2002 - Aug 2003• Recommended computer hardware and software purchases• Installed and maintained a variety of applications and hardware
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Network AdministratorChicago Area Transportation Study May 2001 - Nov 2002• Configured and maintained Windows NT/2000, Solaris 7/8 servers and workstations • Provided technical support to network users
Phillip Fishbein Education Details
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University Of San DiegoAccountancy -
University Of IowaManagement Information Systems
Frequently Asked Questions about Phillip Fishbein
What company does Phillip Fishbein work for?
Phillip Fishbein works for Intapp
What is Phillip Fishbein's role at the current company?
Phillip Fishbein's current role is Financial Systems.
What schools did Phillip Fishbein attend?
Phillip Fishbein attended University Of San Diego, University Of Iowa.
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