- Support of Private Equity clients portfolio companies to obtain improvement in business and financial data management - NetSuite Solutions Architect- Financial Implementation Lead- Proficient in Multi-subsidiary environments utilizing multi currencies and multibook- Lead the design and implementation of iPaas integrations- Third party implementations / integrations to Bill.com, Tipalti, Avalara, Salesforce, and Certina- Practice development and management- Team resource planning- Project management including creation of SOW, Budget, EL and Billing- Manage vendor relationships - Development of project management and productivity templates- Professional development and mentoring of staff- Review of tools for continuous improvement like LucidChart, LucidSpark, SmartSheet- Member of the Digital Champions software initiative for testing and evaluting new software before rollout firmwide

- Assist in the pre-sales cycle defining NetSuite implementation plans- Lead requirements gathering sessions- Create project documents including project budget and SOW.- Operate as lead solution architect for the project design- Lead end user configuration/ training sessions - Manage integrations to outside systems- Create custom user guide documentation- Perform Go Live user support - Perform practice development initiatives like: * Standardizing client deliverables * Staff skills matrix * Promote 3rd Party Vendor Partnerships * Support new hire onboarding - Member or firmwide "Digital Champion" team that evaluates and tests new technology initiatives to ensure a successful firmwide rollout.

As a solution architect for IT Advisory, I work with private equity clients providing dedicated white glove treatment in the implementation of their NetSuite ERP solution. I specialize in financial system implementations. I work closely with IT advisors as we seek to find the best solution for integrations and secondary systems that will provide the maximum business benefits.

* Manage project requirements and implementation progress in an agile DevOps framework* Collaborate with team members to solution effective configurations* Work with client SME's to define, design and train to provide an effective and efficient processes in NetSuite* Use out of the box problem solving to provide customized solutions by project and industry* Guide clients in improving business processes according to GAAP and other industry standard methodologies. * Maintain communication with management / leadership regarding project status and requirements* Define and design technical documents for integrations to 3rd party systems, working with technical teams to create efficient, cost effective solutions Industry experience: Food Processing (Dairy, Bakery, Flavors / Fragrance), Pharmaceutical, Nutriceuticals, Medical Insurance, Distribution, Non-Profit, Service Industry (Medical, Subscription, Financial), Commodity Metals, Real Estate, Construction and Manufacturing.

* Working in the Tax department with the POC Manager Construction Tax Software as the Agile product owner. * Managing the backlog items in an Agile SCRUM environment * Lead the prioritization of the development of new features and implementation of software updates Product documentation creation, technical spec writing, system development and testing* Assist in development of new software initiatives* Supporting clients through the training and implementation process

Owner and Naturopathic Practitioner. Thyroid coaching, Iodine Protocol, Nutritional Consulting.

- Acted as interim CFO during business startup. - Lead the team for developing product costing and product development of nutritional supplement manufacturing. - Created business processes accounting process flow. - Managed accounting team and monthly financial statements compilations. - Supported employees in the usage of Sage 1000 ERP. - Responsible for adding new products to website and configuring functionality. - Created wholesale web process for medical professional product fulfillment. - Assisted in new product formulation development. - Worked with marketing on product labeling and rollout to medical professionals. - Assisted medical professionals with product questions.

Project management of enterprise resource management software systems. Provided the installation & implementation of BPCS ERP Software. Specialized in financial planing and control along with integration to manufacturing and distribution. Development of custom financial reporting. Program modification documentation written for the development team. Beta testing of modified software. Specialized in difficult and crisis client projects. Industries included pharmaceutical, fast food equipment manufacturing, yacht propeller manufacturing, cookie manufacturer, electric train manufacturing, railroad car parts, copper wire manufacturing, automotive subassembly, flavors & fragrance manufacturing, and fast food management.