• Provide cloud-based bookkeeping to small/mid-size businesses.

• Consulted on the configuration and testing of the firm's expense reimbursement application.• Identified GL masking issues that resolved posting errors for more than 1,000 transactions.• Created test scripts and coordinated user acceptance testing.

• Helped large, multi-national law firms upgrade their accounting and practice management systems.• Identified and documented functional design requirements.• Configured and tested DEV, QA, UAT, Training and Production environments.

Senior Financial Systems Manager (Jan 2020 – Aug 2021)Financial Systems Manager (Nov 2018 – Dec 2019)• Managed the Financial Systems team to provide optimum functionality.• Implemented process improvements to reduce downtime during month-end close.• Ensured data integrity and security by streamlining the annual upgrade and disaster recovery testing.• Coordinated changes to the chart of accounts and validated the reclassification of journal entries for three fiscal years.• Provided useful output for Financial Planning & Analysis, and statutory reporting, including data to support taxable income reported in the UK.

Senior Application Engineer (Aug 2017 – Oct 2018)Financial System Implementation Lead (Apr 2016 – Oct 2016)Financial Information Systems Supervisor (Jan 2015 – Mar 2016)Senior Financial Analyst (Sep 2010 – Dec 2014)• Requisitioned hardware and installed/configured software used by New Business Intake, Conflicts, and Docketing.• Maintained runbooks and established thorough, comprehensive, and centralized installation/upgrade plans.• Managed a team of specialists and oversaw the conversion of over 200 legacy reports to SQL Server Reporting Services.• Served as the SME for data mapping and gathering functional design requirements for the AP and GL modules.• Established a method to produce accurate and reliable cost recovery analyses and oversaw the creation of a console application to automatically populate journal entry templates.

• Managed the Risk Management function and the university-wide portfolio of insurance policies.• Met monthly with attorneys and third-party administrators to review and adjust insurance claims.• Standardized insurance terms and conditions for contracts, including a 75-year land lease.• Reduced insurance premiums and broker fees by 25% through a competitive bidding process.

Director, Endowments, Risk Management & EHS (May 2004 – Jan 2008)Financial Analyst (May 2003 – Apr 2004)Buyer (Jul 2001 – Apr 2003)• Simultaneously managed the areas of Endowments, Risk Management and Environmental Health & Safety; responsible for a departmental budget of $3 million and supervised four people.• Met quarterly with the Investment Subcommittee and annually with the Finance Committee of the Board of Trustees to advise them on the performance of the endowment and risk transfer program.• Coordinated a banking RFP to consolidate banking relationships and improve cash management.• Conducted control self-assessments for various treasury functions and initiated the implementation of an environmental management system comparable in scope to ISO 14001 standards.• Permanently reduced budgeted insurance expenses by $1 million through improved loss forecasting techniques, including loss triangles.