Manage training and support for business applications. Analyze business requirements and identify opportunities for process improvement. Research, identify and implement software applications which will enhance operations based on collaborative efforts across the organization.

Work with Enterprise customers implementing Unanet A/E ERP (Enterprise Resource Planning) software.

Ensure smooth transition of Matrix-IBS responsibilities to new owner (Spectrotel purchased Managed Services assets from Matrix-IBS).

Lead and oversee a wide array of customer SaaS IT implementations (TCV up to $5M) and internal projects applying proven project management methodologies to coordinate all requirements gathering, planning, implementation, testing, and documentation activities. Ensure strong project communications and on-time project delivery. Key client contact for major account driving resolution and leading account and business reviews. Meet with client prospects to build trust and communicate project processes. Improved project management processes and procedures developing a consistent project approach. Involved with continual process improvement and documentation across the organization.

Responsible for departmental financial processes including forecasting and billing. Part of team responsible for Project Manager On-Boarding Program including assisting in program development and teaching Project Management classes. Acted as Resource Manager planning resource availability and allocation for TMS team.

Assisted CEO with all aspects of SaaS technology company to drive sales growth by 66% and managed business to financial performance of 30%+ net pre-tax earnings, >4:1 current ratio, strong balance sheet and excellent credit rating. Key duties include finance, accounting, budgeting, cash flow planning, forecasting, audit coordination, human resources, banking and attorney relationship and contract review and negotiations. Key person in co-running business with CEO for strategic planning, growth via new products versus acquisitions or alliances. Participated in selecting investment bankers, developing investment package for company sale, investor meetings, due diligence, and transition to new owner. In charge of business development group and IT team including company data center. Supported services team with statement of work, project plans, and customer relationship. Spearheaded new job cost accounting system, sales/customer service system, and internal professional development programs. Helped plan, organize and lead customer, sales, and industry specific conferences.

Manage month-end closing and prepare financial statements as well as financial and cash flow projections. Review financial results with Board of Directors. Developed new processes and reports to improve internal operations and to meet lender requirements, including loan covenants. Located vendor overbillings of over $250K and negotiated full credit. Researched and implemented cost effective data communications for rural locations. Implemented cutting edge software solutions while providing on-going company wide IT support.

Manage daily operations for 20 SoCal branch offices encompassing a scope ranging from financial and legal challenges to administrative and human resources related isues. Establish systems and procedures to assure service efficiency and timeliness. Project manage the opening and relocation of 50+ offices.

Established new sales and accounting procedures, responsible for all accounting and human resource functions, oversaw opening of new office and corporate training center, provided implementation training for Mobil Oil in Guam, and involved in trade show events.

M*A*S 90 Evolution/2 and Service Station Computer Systems authorized reseller, provided accounting software consulting, trained and consulted with Mobil Oil and other service station clients to assure the software met and exceeded their special needs.

Responsible for all internal accounting and tax needs of approximately 50 family owned companies. Assisted with company's computers and cash register systems. Operations included shopping center management companies, HUD residential apartments, a tourist attractions, and an alarm company.

Supervised staff accountants and reviewed tax returns, audit work papers and tax accruals. Established internship program and processes to prepare and print tax returns in house.

Reviewed tax returns, supervised company software and hardware implementation, developed billing, time management, and other administrative worksheets.