Terry Einfalt Email & Phone Number

Plano, Tx

Cash Management -Maintain Purchase Order details for determining monthly Cash flow requirementsMaintain records for Check & Wire requestsMaintain records for Cash AdvancesMaintain records of Donations & Reimbursements receivedVerify & Approve Corporate CC Expense reportsGift in Kind Management -Journalize new GIK donations and Aid shipments recorded in Fishbowl Inventory systemRecord new drop shipments in Fishbowl & journalize GIK income & expensePerform Inventory valuation for Pharmaceutical shipmentsMaintain In/Out Bound logs to generate EOY Annual report figures & statisticsPerform monthly Inventory reconciliationCreate GIK folders in preparation for annual AuditInformation Management -Maintain supplemental spreadsheets for financial analysis to produce monthly reportsCreate monthly financial reports for Leadership team & BoardLead monthly Leadership/Staff presentation of financial reportsPrepare annual departmental budget worksheets then consolidate into Corporate budgetLead annual financial training & budget preparation for new employeesDocument organizational procedures and maintain libraryRelationship Management -Train new staff in AP payment processesManage relationship with external auditors

Td Jakes Ministries

Pull data reports by SQL scripts to create analysis reports for leadershipPerform departmental process reviews then execute system setup to support the work requiredConduct donor management system trainingExecute data segmentation for email & phone blasts plus giving patterns

Richardson, Tx

Lead Trainer for ERP Donor Management system; onsite client presence to conduct SME training, Proto Type test and Go Live supportLead Trainer/Implementer on JDE Financials 8.10; GL, AP, Address Book, and Cost ObjectsHands on experience with GL Chart of Accounts, Constants, AAIs, and Cost ObjectsHands on experience with GL entry methods, User & Integrity Reports, Reconciliations, Month end and Year end closings Hands on experience with Suppliers/Vendors, Vouchers, 3 way Matching, and 1099 generationHands on experience with AP entry methods, User & Integrity Reports, Month end and Year end closingsLead Trainer/Implementer JDE Inventory/Purchase Orders 8.10Hands on experience with Branch Plant/Warehouses, Items, GL Classes & AAIs (Asset, Revenue, COGS), Inventory adjustment entries, User & Integrity Reports, Month end and Year end closingsTrained and implemented 75 large and small nonprofit clients Utilized adult learning methodology of demonstration, participation, quizzes and games to encourage different learning stylesDeveloped training curriculum and product user guidesAssisted in data mapping process to help the Data Migration teamAssisted in Project Kickoff to instruct client on Implementation methodology (Rapid Sure Step), learn client business rules and processes, determine possible functionality gaps and identify possible custom projects (reports or programs)Learned, Configured Microsoft Dynamics GP for possible nonprofit Accounting integration solutionMastered MS Word mail merge functionality through SQL data sources as well as basic SQL 2008R knowledgeAided in conducting full system testing to insure product completeness and defect free workAided in design of product enhancements and customizationsParticipated in annual client conferences; teaching breakout sessions on system functionality

Richardson, Tx

Mentored the nonprofit new client list on a daily basis by helping them overcome operational obstacles, training deficiencies and report data conversion corrections. Conducted new and existing client training classes in preparation for their Go Live launch.System components taught included; Donor Management, Inventory Management, Media Management and Accounting.Mastered MS Word mail merge functionality through dbf or csv files as well as Database Query tools (Paradox, SQL).Utilized an Installation program to create data and program install CDs.

Englewood, Co

Responsible for all Accounting functions; General Ledger, Accounts Payable/expense reports, Payroll administration, Cash Advance reconciliation and monthly reports.Processed Cash donations from verification to control to batching to the entry processCreated and maintained Budget files for analysis and reporting.Maintained and reconciled ministry Fixed Assets.Trained new Missionary personnel on basic Accounting principles and in-house software reporting procedures.Programmed new spreadsheet systems for simplifying routine functions and standardizing common work areas.

Denver, Co

Created and implemented the school's Financial system for tracking and reporting tuition records and Accounting activity.Responsible for all basic Accounting functions; General Ledger, Cash Receipts/Tuition payments, Accounts Payable/Expense reimbursements, Payroll, Federal and State Tax reporting.Created and maintained Budget files for analysis and Board reporting.Created Cash Flow models and Statement of Activity reports.501c3 Organization experience plus familiar with IRS 990 form

Education record

Microsoft Dynamics GP 10.0 Financial Bootcamp * Microsoft Dynamics NAV 5.0 Financial Bootcamp Microsoft Dynamics GP 10.0 Distribution.

Education record

JDE OneWorld Overview * JDE Financials * JDE Budget Manager * JDE Fixed Asset Manager JDE Distribution (INV, PO) * JDE 1099 Year End.

Master Of Arts Degree, Theology

Bachelor Of Arts Degree, Business Administration

Associate Of Arts Degree, Accounting