Samuel Souza

Samuel Souza Email and Phone Number

Senior Functional Consultant - Microsoft Dynamics 365 F&O | Oracle NetSuite | Finance | Accounting | Tax | Supply Chain | Health
Samuel Souza's Location
São Paulo, Brazil, Brazil
About Samuel Souza

15 years of professional experience in companies in North America, Europe, and Brazil, focusing on information technology as a Project Leader with agile methodologies. Functional Consultant in Finance, Accounting, Tax, Retail (e-commerce), and Healthcare, and I have good knowledge of Manufacturing and WMS.Long experience with users of different nationalities and languages fluent in English, French (DELF B2), Spanish, and Portuguese. Project management with agile methodologies. Long experience gathering information and accurate mapping for implementation and integration | fusion of ERP systems and Companies.Solid experience in accounting in reconciliations and reclassifications of accounting and accounting books, as well as accounting reports for investors and internal audits in compliance with the Sarbanes Act (SOX) and IFRS. Specialist in mergers and acquisitions of companies, performing financial consolidation (Accounts Payable, Accounts Receivable, and Bank Reconciliation), accounting consolidation, and accounting integration. Solid experience in working with internal audit teams and external consulting firms.Specialist in planning and automating work processes in the Finance and Accounting departments. Including Financial Planning, work process improvements, and finance automation with the banking system (receipts, payments, bank reconciliation, and credit card reconciliation). Risk Management, Credit Market, Treasury Management, Budget (Budgetary Plan), and SFI (International Payment System). Creation of test scenarios, validation, and user training. Validation and design of work processes, functional specifications, tests, and project documentation. Solid business experience in the areas of Finance, accounting, Inventories, tax, retail (e-commerce), health plans, and systems for hospital management and services. Knowledge in Java Script, experience in SQL database.Functional Consultant Specialist for implementing Enterprise Management Software (ERP): Oracle NetSuite in the One World, Enterprise, and Success Suite versions. Training and technical qualification in the modules: ERP - Fundamentals, NetSuite Administrator Fundamentals, Software - Fundamentals, SuiteScript1.0 and 2.0, Financials First Tutorials, NetSuite Financial Multibook, Suite Projects Essentials, Wholesale/Distribution Fundamentals. Celigo Integrator (NetSuite | Sales Force). Avalara (Taxation | Accounting), Thomson Reuters - (Taxation | Accounting). Microsoft Dynamics AX 2012 | 365 (F&O), Supply Chain, Retail, Retail, Sales, Accounting and TAX.

Samuel Souza's Current Company Details

Senior Functional Consultant - Microsoft Dynamics 365 F&O | Oracle NetSuite | Finance | Accounting | Tax | Supply Chain | Health
Samuel Souza Work Experience Details
  • Avanade
    Senior Functional Consultant - Microsoft Dynamics 365 - Finance | Accounting | Tax | Trade
    Avanade Nov 2023 - Dec 2024
    Global
    Gathering business analysis requirements and scenario analysis for implementing the Microsoft Dynamics 365 solution. Work on adapting and adhering to Dynamics 365 to customer needs. Design and configuration of Dynamics 365, including technical and functional specifications in developing improvements and corrections to the application. Development and customization of forms and interface with other systems. Design and create Financial scenarios in Accounting, Budget, Treasury, Banks (Bank… Show more Gathering business analysis requirements and scenario analysis for implementing the Microsoft Dynamics 365 solution. Work on adapting and adhering to Dynamics 365 to customer needs. Design and configuration of Dynamics 365, including technical and functional specifications in developing improvements and corrections to the application. Development and customization of forms and interface with other systems. Design and create Financial scenarios in Accounting, Budget, Treasury, Banks (Bank Reconciliation and Bank Interface), and Accounts Payable | receive – validation and configuration of Brazilian and North American tax scenarios. Agile project methodology and solution for Azure DevOps project management. Show less
  • Next Security Corp
    Senior Functional Consultant | Leader Erp - Finance | Tax | Accountig | E-Commerce - Oracle Netsuite
    Next Security Corp Jan 2023 - Sep 2023
    Miami, Florida, United States
    I was responsible for business analysis requirements gathering, and scenario analysis for implementing Oracle NetSuite. I worked at Adaptation | adherence of Oracle NetSuite to the customer's business needs. I worked on customizing and personalizing forms, and creating reports. I also worked on the configuration of Oracle Netsuite Version One Word, including the creation of multiple subsidiaries. Configuration with e-commerce platforms and delivery tracking systems. I was a leader in… Show more I was responsible for business analysis requirements gathering, and scenario analysis for implementing Oracle NetSuite. I worked at Adaptation | adherence of Oracle NetSuite to the customer's business needs. I worked on customizing and personalizing forms, and creating reports. I also worked on the configuration of Oracle Netsuite Version One Word, including the creation of multiple subsidiaries. Configuration with e-commerce platforms and delivery tracking systems. I was a leader in implementing the NetSuite solution in the areas: of Commercial (Purchasing, Sales, Inventory), Financial (Financial, Accounting (USA), and Tax (USA)) and Celigo Integrator. User training and qualification. I worked on the critical analysis of the client's business to develop improvements and customizations, in addition to creating an interface with other management tools. Strong knowledge as Administrator of the Oracle NetSuite ERP System, in access control policy, version updates, development and application of scripts, and interface with Oracle NetSuite in the management of licenses and documentation. Show less
  • Netsoft | Partner No.1 De Oracle Netsuite En Latam
    Solution Functional Architect Oracle Netsuite
    Netsoft | Partner No.1 De Oracle Netsuite En Latam Jun 2022 - Dec 2022
    Brazil
    Functional Architect of Oracle NetSuite Solution, Senior Consultant specialist of Oracle NetSuite solution, responsible for the technical presentation of modules: Finance, Banking interface, Accounting, TAX, Inventory, Purchasing, Sales, Projects, and Manufacturing. Solutions Architect specialized in developing and constructing customizations and improvements for the oracle NetSuite solution (Oracle Netsuite (ERP - Fundamentals, NetSuiteAdministrator Fundamentals, Software - Fundamentals… Show more Functional Architect of Oracle NetSuite Solution, Senior Consultant specialist of Oracle NetSuite solution, responsible for the technical presentation of modules: Finance, Banking interface, Accounting, TAX, Inventory, Purchasing, Sales, Projects, and Manufacturing. Solutions Architect specialized in developing and constructing customizations and improvements for the oracle NetSuite solution (Oracle Netsuite (ERP - Fundamentals, NetSuiteAdministrator Fundamentals, Software - Fundamentals, SuiteScript 1.0 e2.0, Financials First Tutorials, NetSuite Financial Capabilities – Multibook, Suite Projects Essentials, Wholesale/Distribution Fundamentals, NetSuiteCertification: Suite Foundation Exam Preparation). Consulting and functional training for Oracle Netsuite consultants. Show less
  • Kavak
    Senior Functional Consultant | Erp Lead - Finance | Tax | Accountig | Procurement | Oracle Netsuite
    Kavak Feb 2021 - Jun 2022
    Global
    Project Leader and Senior Consultant in the implementation of Oracle NetSuite version One Word. I was responsible for gathering requirements and analyzing NetSuite's adherence to the client's business. Adaptation of Oracle NetSuite to Brazilian legislation. Implementation of the Finance department (Accounts Payable | Receivable | Treasury), Accounting. Tax, Warehouse, Sales. Business analyst for implementing improvements to the client's business. Technical specification development |… Show more Project Leader and Senior Consultant in the implementation of Oracle NetSuite version One Word. I was responsible for gathering requirements and analyzing NetSuite's adherence to the client's business. Adaptation of Oracle NetSuite to Brazilian legislation. Implementation of the Finance department (Accounts Payable | Receivable | Treasury), Accounting. Tax, Warehouse, Sales. Business analyst for implementing improvements to the client's business. Technical specification development | functional. Development of form customization. Interface development with e-commerce and sales websites. Development of Power BI routines for statistical reports. Oracle NetSuite administrator, version updates, access policies. Implementation team management and external consultancy. Show less
  • Ykp
    Functional Consultant Sr - Finance | Accountig | Tax | Procurement - Oracle Netsuite
    Ykp Jan 2019 - Dec 2020
    São Paulo Area, Brazil
    Oracle Netsuite Functional Consultant specialized in the implementation of the Oracle Netsuite tool in the modules: Finance, Accounting, Tax, Production, and Commercial in the Industry, Retail, and Services segments. Work in adherence analysis, business analysis, and validation work processes to implement the ERP system, and tool configuration and training to users
  • Oracle
    Erp Lead | Functional Finance Consultant - Oracle [Partnership]
    Oracle Jan 2018 - Dec 2018
    Global
    Responsible for the integration of ERP systems of companies acquired by Oracle Corporation. I worked on the integration of accounting, financial, tax, stock, and commercial routines. I worked on the system integration design and flowchart. I was responsible for mapping the data and collecting the information to be imported. Upload from legacy system to the cloud. Creation of reports via database, creation of procedures. Developed functional specifications for customization and enhancements of… Show more Responsible for the integration of ERP systems of companies acquired by Oracle Corporation. I worked on the integration of accounting, financial, tax, stock, and commercial routines. I worked on the system integration design and flowchart. I was responsible for mapping the data and collecting the information to be imported. Upload from legacy system to the cloud. Creation of reports via database, creation of procedures. Developed functional specifications for customization and enhancements of the system Show less
  • Oracle Corporation
    Integration Consultant - Microsoft Dynamics Ax 2012 365 | Oracle R12
    Oracle Corporation Sep 2016 - Dec 2017
    Global
    Project Coordinator and Functional Consultant for Microsoft Dynamics AX 2012 365 | Oracle. Responsible for the integration of ERP systems of companies acquired by Oracle Corporation. Worked on the integration of accounting, financial, tax, stock, and commercial routines. Worked on the system integration design and flowchart. Responsible for mapping the data and collecting the information to be imported. Upload from legacy system to the cloud. Creation of reports via database, creation of… Show more Project Coordinator and Functional Consultant for Microsoft Dynamics AX 2012 365 | Oracle. Responsible for the integration of ERP systems of companies acquired by Oracle Corporation. Worked on the integration of accounting, financial, tax, stock, and commercial routines. Worked on the system integration design and flowchart. Responsible for mapping the data and collecting the information to be imported. Upload from legacy system to the cloud. Creation of reports via database, creation of procedures. Developed functional specifications for customization and enhancements of the system. Show less
  • Micros Retail Systems
    Lead Dynamics 365 Functional Consultant | Financial | Procurement | Inventory | Sales | Retail | Tax
    Micros Retail Systems Sep 2015 - Sep 2016
    São Paulo E Região, Brasil
    Project Coordinator |Functional consultant in implementing the Microsoft Dynamics AX 2012 | 365 tool, in the Tax, Accounting, Finance, Supply Chain, and Sales modules. I worked in business analysis and needs assessment. Drawing of the operational flowchart. Functional specification for development/customization. I worked on integrating the tool with POS software, preparing the user manual, and training.
  • Lattine Group
    Ms Dynamics Ax 2012|365| Finance | Accounting | Tax | Retail | Procurement |Sales | Supply Chain
    Lattine Group Nov 2013 - Jul 2015
    São Paulo E Região, Brasil
    Functional consultant in the implementation of the Microsoft Dynamics AX 2012 | 365 tool, in the modules: Tax, Accounting, Finance, supply chain, e-commerce, retail, e-commerce, Sales, and CRM I worked in business analysis, and needs assessment. Drawing of the operational organization chart. I worked in the integration of points of sale (POS) with the Microsoft Dynamics AX tool, I worked in the design of the integration, in the creation of test scenarios, and in the validation of the… Show more Functional consultant in the implementation of the Microsoft Dynamics AX 2012 | 365 tool, in the modules: Tax, Accounting, Finance, supply chain, e-commerce, retail, e-commerce, Sales, and CRM I worked in business analysis, and needs assessment. Drawing of the operational organization chart. I worked in the integration of points of sale (POS) with the Microsoft Dynamics AX tool, I worked in the design of the integration, in the creation of test scenarios, and in the validation of the integration. Functional specification for development/customization. Functional tax consultant in the implementation of the Mastersaf Thomson Reuters tool, I worked on the validation of tax calculations in the integration project with the Microsoft Dynamics AX tool. Show less
  • Martin Sprocket & Gear
    Functional Consultant Microsoft Dynamics Ax 2009 | Tax | Trade | Accounting | Manufacture
    Martin Sprocket & Gear Apr 2013 - Apr 2014
    Campinas E Região, Brasil
    Functional consultant for Microsoft Dynamics AX in production sales modules. I worked on relocating the Sales and Production modules. Functional specification for development / customization. Preparation of the user manual and training.
  • I9 Partner
    Functional Consultant | Microsoft Dynamics Ax 2012 – Finance – Procurement – Inventory - Tax
    I9 Partner Jun 2012 - Apr 2013
    São Paulo E Região, Brasil
    Functional consultant in the implementation of the Microsoft Dynamics AX tool, in the modules: Tax, Accounting, Finance, and Sales. I worked in business analysis, needs assessment. Drawing of the operational organization chart. I worked in the integration of points of sale (POS) with the Microsoft Dynamics AX tool, I worked in the design of the integration, in the creation of test scenarios and in the validation of the integration. Functional specification for development / customization… Show more Functional consultant in the implementation of the Microsoft Dynamics AX tool, in the modules: Tax, Accounting, Finance, and Sales. I worked in business analysis, needs assessment. Drawing of the operational organization chart. I worked in the integration of points of sale (POS) with the Microsoft Dynamics AX tool, I worked in the design of the integration, in the creation of test scenarios and in the validation of the integration. Functional specification for development / customization. Functional tax consultant in the implementation of the Mastersaf Thomson Reuters tool, I worked on the validation of tax calculations in the integration project with the Microsoft Dynamics AX tool. Show less
  • Msbs
    Functional Consultant | Ms Dynamics Ax 2009 – Finance – Procurement – Sales - Inventory - Tax
    Msbs Mar 2011 - Jun 2012
    São Paulo E Região, Brasil
    Functional consultant in the implementation of the Microsoft Dynamics AX tool, in the Tax, Accounting, Finance, and Sales modules. I worked in business analysis, needs assessment. Drawing of the operational flowchart. Functional specification for development / customization. I worked on integrating the tool with POS software. Preparation of the user manual and training.
  • Dasa
    Functional Consultant Finance | Integration Consultant - Healthcare
    Dasa May 2010 - Mar 2011
    São Paulo
    The integration Consultant was responsible for merging companies acquired by the DASA group. I worked on data mapping, open and paid payments, PDD (Provision for Doubtful Debts), and accounting reports. Preparation of financial and accounting reports.
  • Bematech S/A
    Functional Consultant | Trade | Retail | Accounting | Tax
    Bematech S/A Jul 2006 - Apr 2010
    São Paulo E Região, Brasil
    Functional consultant in the implementation of the Gemco System tool, in the Tax, Accounting, Finance, and Sales modules. I worked in business analysis, needs assessment. Drawing of the operational flowchart. Functional specification for development / customization. Preparation of the user manual and training.
  • Hospital São Cristovão
    Functional Consultant-Healthcare
    Hospital São Cristovão Jun 2005 - Jun 2006
    São Paulo, Brazil
    Functional Consultant in the implementation of the Benner System tool for hospital and health plans, in the Billing, Finance, Pharmacy and Medical Accounts modules. I worked in business analysis, and needs assessment. Drawing of the operational flowchart. Functional Specification for customization development. I worked on integrating the tool with other hospitalization software. Preparation of user manual and training.
  • Scopus Soluções Em Ti
    Consultor Funcional - Finance | Tax
    Scopus Soluções Em Ti Dec 2004 - Jul 2005
    São Paulo, Brasil
    Functional Consultant in the implementation of TOTVS in the Financial, Tax, and Inventory modules. I worked on business analysis and needs assessment. Operational flowchart design. Functional Specification for custom development. Preparation of user manual and training.
  • Honeywell
    Information Technology Support Analyst
    Honeywell Dec 2001 - Aug 2003
    São Paulo, Brazil
    SQL Server Application and Database Technical Support
  • Clam Medical Assistance Center
    Functional Consultant - Healthcare
    Clam Medical Assistance Center Jan 2000 - Jul 2001
    São Paulo, Brazil
    Functional Consultant for the implementation of the MED solution (Software for the management and billing of Health Plans). I worked on requirements gathering, functional specification, business analysis and test scenarios development. In the Medical Accounts and Accounting modules.
  • Doctor Arthur Ribeiro De Saboya Municipal Hospital
    Functional Consult - Healtcare
    Doctor Arthur Ribeiro De Saboya Municipal Hospital Nov 1998 - Nov 1999
    São Paulo, Brazil
    Systems Analyst: Responsible for reviewing and documenting processes, surveying needs, and adherence of the system to the reality of the client, for the implementation of the Technion Hospital Management software, including the modules of Hospital Billing, Customer Service, and Hospitalization, in addition to providing training for users. Windows NT administration (25 workstations/50 users). Maintenance and Management of the SQL/Paradox database and developing reports using SQL-Server as a tool.

Samuel Souza Education Details

Frequently Asked Questions about Samuel Souza

What is Samuel Souza's role at the current company?

Samuel Souza's current role is Senior Functional Consultant - Microsoft Dynamics 365 F&O | Oracle NetSuite | Finance | Accounting | Tax | Supply Chain | Health.

What schools did Samuel Souza attend?

Samuel Souza attended Fiap, Faculdade Metropolitana, Aliança Francesa De São Paulo, Fecap, Apet - Associação Paulista Estudos Tributarios.

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