Professional Business Solutions is a consulting firm providing business and finance transformation, quality management, training, and implementation services for small and medium-sized businesses, not for profits and government clients. The Director of Transformation role is -50% management and 50%, hands-on, customer interfacing work. • Partner with internal stakeholders to provide innovation, value, and customer-centric delivery of services. Stay abreast of market conditions, and… Show more Professional Business Solutions is a consulting firm providing business and finance transformation, quality management, training, and implementation services for small and medium-sized businesses, not for profits and government clients. The Director of Transformation role is -50% management and 50%, hands-on, customer interfacing work. • Partner with internal stakeholders to provide innovation, value, and customer-centric delivery of services. Stay abreast of market conditions, and industry best practices presenting recommendations as necessary for the company to remain competitive and continuously maintain best-in-class services. • Coordinate and collaborate with multiple teams and stakeholders to drive service programs forward and to ensure initiatives are prioritized including sales and marketing, pre-sales support, customer on-boarding, program deliverables, and ongoing customer support. Coach team members on positive customer interactions, time management issues, expense reporting, and adherence to PM/Agile methodologies. Average team's size ranges from 3 to 60 members onsite/remote/offshore. • Establishes and provides oversight of the processes, tools, and people to support high level scoping of ideas, develop project proposals, articulate risk, develop business cases, obtain approval for projects, manage progress, escalate appropriately, resolve issues, ensure high quality of deliverables, communicate effectively and closeout projects appropriately. Typical project budgets range $40K - $5M. • Work closely with C-Suite and Senior stakeholders on various company projects and initiatives and provide technical expertise/leadership for ERP/CRM/Quality Management/Lean Six Sigma deployments. Facilitate Lean Six Sigma training events. Show less

• Manage processes for financial forecasting, budgets, and consolidation and reporting to the Company and provide recommendations to strategically enhance financial performance and business opportunities.• Ensure effective internal controls are in place and monitor compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.• Establish policies and procedures for accounting practices, record keeping, operations management… Show more • Manage processes for financial forecasting, budgets, and consolidation and reporting to the Company and provide recommendations to strategically enhance financial performance and business opportunities.• Ensure effective internal controls are in place and monitor compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.• Establish policies and procedures for accounting practices, record keeping, operations management, project control, and in-house technology systems. Ensure accurate expense, sales, project, payroll, and tax accounting procedures. • Serve as Contracts Manager/Administrator responsible for the oversight and administration of government and commercial contracts based upon a thorough knowledge of contracting procedures, acquisition principles, regulations, and guidelines.Accomplishments • Conceived, researched, planned, and successfully developed this niche consulting company from startup to generate 7+-figure sales annually. Business formation accomplishments included the development of articles of incorporation, mission, values, and strategy. Developed and implemented the financial strategy in alignment with the direction of the company. Established the policies and procedures for accounting practices, operations management, project control, and in-house technology systems. • Established and managed the corporate brand and identity. Built a reputation as a results-producing consulting firm known for its experience, client focus and transparency. Designed and participated in the development of the corporate website (four times in 15 years.) • Developed a successful proposal to obtain a Federal Supply Schedules with the General Services Administration (GSA.) Show less

Design2Brew is one of the few combined LHBS (local home brew store) and breweries + winery in the country. Within the first year of operation, Design2Brew was the top LHBS in Missouri, offering the largest selection of fresh ingredients and equipment available in the state. Design2Brew quickly became known as the place to go for knowledge, fresh ingredients, unique and well-made craft beer and great customer service. Accomplishments• Conceived, researched, planned and… Show more Design2Brew is one of the few combined LHBS (local home brew store) and breweries + winery in the country. Within the first year of operation, Design2Brew was the top LHBS in Missouri, offering the largest selection of fresh ingredients and equipment available in the state. Design2Brew quickly became known as the place to go for knowledge, fresh ingredients, unique and well-made craft beer and great customer service. Accomplishments• Conceived, researched, planned and successfully developed this brewery/winery and niche local home brewing and wine-making center from startup to generate 6-figure sales annually with a customer base of 2,500+. This business was profitable within 12 months of opening. • Led the search for retail space and successfully negotiated the lease agreement. Developed a statement of work for the construction build out and managed the construction of the space, as well as the purchase and installation of furniture, fixtures, and equipment. • Developed the applications to obtain licensing at Federal TTB, State TTB, County and Local government for the manufacturer of alcohol “brewery” and “winery” in less than six months. Coordinated with local governments to obtain the required permits and applications.• Designed and developed the main website using the Big Commerce e-commerce platform. Designed and developed an additional four related specialty customer sites using Wordpress. The e-commerce store referenced over 2,500 items and mature content. • Implemented NCR Counterpoint Point of Sale system with 2500 items in several categories. • Designed, developed and implemented social media outlets including Facebook, Twitter, Google Plus, Yelp, and Pinterest. • Managed all advertising for the business including radio, digital and newsprint.• Negotiated the acquisition of this successful, profitable business by its new owners from Seattle in March 2017. Show less

MasterCard Project Odysseus. This large scale project involved 1)bringing on new customer banks, 2) providing a debit card processing solution that would be custom tailored for each, 3) developing and implementing the IPS (Integrated Processing Services) Portfolio Viewer, an extranet portal application extending MasterCard services for Bank Clients. Several hundred employees and contractors were involved in this endeavor. As a contractor employed by Professional Business Solutions… Show more MasterCard Project Odysseus. This large scale project involved 1)bringing on new customer banks, 2) providing a debit card processing solution that would be custom tailored for each, 3) developing and implementing the IPS (Integrated Processing Services) Portfolio Viewer, an extranet portal application extending MasterCard services for Bank Clients. Several hundred employees and contractors were involved in this endeavor. As a contractor employed by Professional Business Solutions to assist MasterCard, I was responsible for program management for the design, development, and implementation of the security components of all Project Odysseus components. Accomplishments: • Facilitated numerous working sessions during the early stages of the project to identify the key stakeholders and resources necessary to consult, design, develop and implement the security components of the program. Ultimately managed the implementation of a portfolio of twelve agile projects within the security work-stream including projects for key management, PKI key management, disaster recovery, and compliance (due diligence, rules and regulations, SOX and PCI and GLBA compliance and security web development. This project also included the implementation of Identity Management and Tivoli LDAP. • Established and maintained cost/schedule baselines, work breakdown structures (WBS) and related plans. • Proactively managed resources and project risk, formulated solutions, communicated project progress and delivered project tollgate presentations to senior executives, IT management and other key stakeholders. Show less

Ungerboeck Software is a global leader in software for venue & event management. Their software provides a single, comprehensive platform which reliably unites people, data and processes across the entire event management business. Their list of satisfied clients includes some of the premiere venues and event professionals in more than 50 countries around the world. Accomplishments• During a 5 year period, provided pre sales assistance and program management leadership for the… Show more Ungerboeck Software is a global leader in software for venue & event management. Their software provides a single, comprehensive platform which reliably unites people, data and processes across the entire event management business. Their list of satisfied clients includes some of the premiere venues and event professionals in more than 50 countries around the world. Accomplishments• During a 5 year period, provided pre sales assistance and program management leadership for the implementation of ERP/CRM modules for 75 clients in several countries. My focus was the Financial Suite including the design and 3rd party integrations (Oracle, Banner, SAP) for the financial system, general ledger, accounts payable, accounts receivable, inventory, event revenues and financial reporting. • Developed both a 5 day and 2 ½ day course curriculum for the Financial Suite including course outlines, labs, evaluation guides and computer based training modules. I completed the steps necessary to register the training program with the National Registry of CPE for the accounting profession. • Led the delivery of thousands of hours of classroom and on-site training sessions for clients and internal staff. • Developed and presented several sessions for the Annual Global Conference. Ungerboeck Software has a 40,000-strong, global user base that includes the top venues, associations and event managers in the world. Show less

Enterprise Holdings, Inc. operates the Enterprise Rent-A-Car (ECAR), National Car Rental and Alamo Rent A Car brands in more than 90 countries and territories. With 70 million consumer transactions around the world and 1.9 million vehicles, Enterprise Holdings has designed and developed a data warehouse for Fleet Management which integrates all sources of information pertaining to a customer’s automotive fleet. Accomplishments• Provided end user administration and support for the… Show more Enterprise Holdings, Inc. operates the Enterprise Rent-A-Car (ECAR), National Car Rental and Alamo Rent A Car brands in more than 90 countries and territories. With 70 million consumer transactions around the world and 1.9 million vehicles, Enterprise Holdings has designed and developed a data warehouse for Fleet Management which integrates all sources of information pertaining to a customer’s automotive fleet. Accomplishments• Provided end user administration and support for the Fleet Management Data Warehouse supporting 35,000 end users in an unix/Informix/Seagate Holos environment Show less

Recruited for newly acquired $15M retail flooring organization to assume an interim role in building solid management infrastructure and positioning for future franchise expansion. Directed general accounting, operations, cash management, information systems, inventory management, employee benefits, and administration. Managed and developed a staff of 17.Accomplishments• Turned around organization wide resistance toward change and streamlined procedures that significantly improved… Show more Recruited for newly acquired $15M retail flooring organization to assume an interim role in building solid management infrastructure and positioning for future franchise expansion. Directed general accounting, operations, cash management, information systems, inventory management, employee benefits, and administration. Managed and developed a staff of 17.Accomplishments• Turned around organization wide resistance toward change and streamlined procedures that significantly improved accounting procedures and internal control while reducing costs. Within the first 90 days of employment, financial statements for previous 7 months were completed and cash accounts were reconciled for the first time in over a year.• Designed a complex Access application to track customer refunds and complaints, manufacturer defects, debit memos and product information. The application reduced time to process refunds from several weeks to less than 3 days, expedited resolution of customer service issues, increased cash flows and resulted in a decrease of customer service costs of over $9,000 each month in the first three months in operation. Show less

Theater chain organization - overall authority for management reporting, audit, month end close, and account reconciliation for this organization with 38 business units, 2000 employees and revenues of +$100M.• Managed and developed staff of 11 including Accounts Payable, Accounts Receivable, Box Office and degreed Staff Accountants. • Ensured that financial policies, internal control procedures, and other related documents were adhered to at all times• Prepared financial… Show more Theater chain organization - overall authority for management reporting, audit, month end close, and account reconciliation for this organization with 38 business units, 2000 employees and revenues of +$100M.• Managed and developed staff of 11 including Accounts Payable, Accounts Receivable, Box Office and degreed Staff Accountants. • Ensured that financial policies, internal control procedures, and other related documents were adhered to at all times• Prepared financial statements for 38 business units (B/S, I/S, C/F) in accordance with GAAP• Forecast and budget preparation, budget variance analysis• Supervised and coordinated the monthly closing process• Interfaced with the firm's external audit firmAccomplishments• Reengineered accounting procedures and established needed controls to decrease number of days in month end close from thirty to ten. • Designed and executed management reporting structure to meet operational and financial reporting needs for 38 business units. • Project Manager for selection and implementation of Platinum/Epicor, a leading edge ERP system. • Designed an Access application utilized by Operations to monitor guest complaints for 30 theaters. The application enabled Wehrenberg to expedite resolution of guest complaints and identify trends.• Converted DOS based fixed asset system to BNA Fixed Asset Management system. The conversion involved manual re-numbering, organization reassignment and data entry for thousands of items. At project completion, the fixed asset system reconciled to the general ledger for the first time in 3 years. Show less

Aluminium, Brick and Glass Workers International Union.Merged with United Steelworkers of America in 1997..Charged with the financial administration and management of non-profit organization, including supervision of two clerical employees. Duties included:• Financial reporting and cash management • Coordination of Payroll, Human Resources and Benefit Administration for 160 employees and retirees in 16 states and Canada. Administrator for 401K for the organization.… Show more Aluminium, Brick and Glass Workers International Union.Merged with United Steelworkers of America in 1997..Charged with the financial administration and management of non-profit organization, including supervision of two clerical employees. Duties included:• Financial reporting and cash management • Coordination of Payroll, Human Resources and Benefit Administration for 160 employees and retirees in 16 states and Canada. Administrator for 401K for the organization. • Implement and maintain internal controls• Reconciliation and oversight for $12M investment portfolio• Interface with the firms external audit firm• Information system administration, responsible for the evaluation, selection, purchase and management of the organization’s computer networking, software and hardware solutions.Accomplishments• Instituted purchasing and bid procedures resulting in 30% savings in major categories. • Successfully upgraded organization operating system, standardized spreadsheet and word processing applications, and provided 100% of the technical support to organization employees.• Successfully transitioned organization assets and records during merger. Show less

Provided financial accounting and reporting for $217M construction Joint Venture partnership. Duties included financial statement preparation, tax and regulatory reporting, accounts payable, receivable, fixed assets, job costing, and general ledger entry and posting.Accomplishments• Participated as a key member of accounting system conversion, responsible for the pilot implementation of the application suite for the Joint Venture. Tasks included: assisted with RFI documents… Show more Provided financial accounting and reporting for $217M construction Joint Venture partnership. Duties included financial statement preparation, tax and regulatory reporting, accounts payable, receivable, fixed assets, job costing, and general ledger entry and posting.Accomplishments• Participated as a key member of accounting system conversion, responsible for the pilot implementation of the application suite for the Joint Venture. Tasks included: assisted with RFI documents, scheduled and coordinated implementation schedule, converted data from legacy system to new, tested and debugged new software, trained staff, and documented new procedures. • Negotiated and collected on a $400,000 bad debt, written off as un-collectable by credit department. Show less

Oversaw and controlled all financial and human resource functions for family owned transportation organization during transition of business from $2M annual revenues with 15 employees to $10M with 80 employees in three-year period. Created job and systems descriptions through design and documentation of accounting procedures. Implemented the organization’s first computerized financial system. Managed the HR Function and licensing / fuel tax reporting for the firm's fleet of vehicles