• Travel 100% for onsite dealership training and installation.• Provide technical subject matter expertise by engaging with Client Implementation Manager (CIM) to understand business requirements, identify product and product setup requirements to achieve the agreed contractual aims. This includes verifying that the technical solution sold to the client is installable as sold and providing feedback to the CIM on technical gaps and risks.• Guide and advise the customer in terms of best practice operational processes and system usage practices to achieve the best ROI for the selected product set.• Establish (working with the CIM) the base software installation pack and configure the system to operate as expected.• Perform system integration testing where necessary to ensure the solution delivers what ‘s expected by the client.• Manage and execute data migration activities (if required) to ensure the existing customer data is imported, validated and signed off by the customer prior to go-live.• Verify with the client through UAT that the system is configured correctly.• Execute the cut-over to production on the agreed go-live date.• Provide on-site support to end users to guide, advice, train and verify that users are able to undertake their role using the products.• Based on business experience and knowledge make best practice recommendations to the CDK configurations and/or client process to maximize client utilization and business results• Collaborate with the CIM and Sales to propose additional CDK software and business solutions to the client based on solid knowledge of the client’s processes and business requirements.• Escalate to client manager any issues with client engagement during testing and training, or any issues that could derail project success.

• Contracted exclusively to CDK Global as a Field implementation Specialist by Kforce.• Hired as a full-time CDK employee in 2021.

• Performed Controller/Accounting Manager duties for an independent auto dealership.• Established and strengthened accounting policies.• Reconciled balance sheet accounts and posted transactions.

• Contributed to the month end close process and variance analysis for the company.• Maintained assigned general ledger accounts and provided monthly close entries.• Completed ad-hoc reporting and projects as assigned by Controller or CFO.• Developed monthly bulk billing process, reducing the billing process time by 75%.• Contributed to the conversion of ERP from Sage 50 to NetSuite.

• Hired to develop an internal audit function. Transitioned to an Assistant Controller role.• Reviewed monthly reconciliations (bank, floorplan, factory open account) for 33 locations.• Performed month end close and variance analysis for two locations.• Compiled payroll information for 1,400 employees and posted to the general ledger.• Acted as a liaison between Summit and external auditors.

• Prepared the initial analysis on potential acquisitions the company.• Updated the monthly and quarterly financial reporting model for 22 locations and submitted to management and a private equity group. • Updated the dealerships’ monthly profit projections and reported to management daily.• Applied for the necessary state licenses for each acquisition.