BRIEF SUMMARY 20 years of work experience in the financial, education, retail, d
istribution, procurement, change management, and healthcare arenas, the past 10 plus years in consulting with a focus on financial and procurement applications such as Lawson and SAP. He has in-depth knowledge of many areas of finance (incl uding insurance, real estate, tax, banking, treasury, securities, and cash manag ement) and marketing. SUMMARY Skill Sets in Lawson: Lawson Financial Suite (AP, GL, Grant Management, Cash Ledger, AM, Currency, AC, BL, BR, Flexible Budgeting, Attributes, CA), Lawson Procurement Suite (Invoice Matching, RQ, IC, PO), Report Writer, Grant Management 9.0 Professional Seminars, Certifications, Education and Training - Lawson Lawson Financial Suite 7.x and 8.x Certification 1998, 2001 Lawson Procurement, Invoice Matching, GL, and AP v 7.x, 8.x, 9.x 1998, 2001 Lawson Grant Management 9.0 2006 Proficient in Lawson's SEA as well as the XML version of Lawson. Skill Sets in SAP R/3: FI (GL, AP, AR), FI-Asset Management, Cash Management, Special Purpose Ledger - Cost of Sales Accounting, CO - Cost Center Accounting, Internal Orders, Product Costing, Costing based Profitability Analysis, Profit Center Accounting, Professional Seminars, Certifications, Education and Training - SAP SAP Financial Accounting / Reporting (FICO) Level 2 training (AC010) 2004 Gartner Group Learning - FI System Configuration 1 Skill Builder DX - SAP R/3 4.6 Financial Accountant Skill Builder DX - SAP R/3 4.6 AP Accountant IBM Learning Services - SAP R/3 FI AR AP Account Document Posting IBM Learning Services - SAP R/3 FI AR AP Organization Master Records Additional Training: Hyperion 2001 Crystal Reports (Report Design I, II, AND III) v 9.0 2003 Project Management Methodologies: IBM's Method Blue and SAP's Ascendant PROJECT HISTORY Lawson Financial Consultant New York Blood Center, New York, NY Lawson 8.0 Provided post Go-Live functional and technical consulting support for Grant Mana gement. Lawson Financial Consultant Aspetar (Qatar Orthopedic and Sports Medicine Hospital) Lawson 8.0.3 implementation Implementation troubleshooting Creation of UAT (User acceptance testing) scripts for all Lawson Financial modul es. Asset, Budget, Accounting unit uploads Flexible Budgeting training AR training Lawson Project Manager and Financial Consultant Affinion Group, Dublin, OH Lawson 8.0.3 upgrade to Lawson 9.0.1 Responsible for a $991,000 upgrade project; Created Conversion plan and Project plan. Came in on time and $100,000 under budget. Differences Training; Process review; Best Practices; 46 interfaces and 4 Custom programs Lawson Financial Consultant St. Joseph's Medical Center, Brainerd, MN Lawson 9.0 Created new GL and AP Companies Created Conversion plan and converted GL Balances Converted Assets Converted Budgets (Flexible Budgeting) Created new Report Writer Reports Chicago Housing Authority, Chicago, IL As a Lawson Training Manager Lawson 9.0 Created 8.0 to 9.0 Lawson Differences training plan Moderated Lawson Procurement, HR/PR, and Financial Differences training Reviewed 9.0 Technical Support training plan Created End User training plan for LBI and LBP Lawson Financial Consultant XM Satellite radio, Vienna, VA Lawson 8.0 Provided functional and technical consulting for proposed XM and Sirius satellit e radio merger Created new companies and uploaded new Company and Org Codes Queried GLAMOUNTS table to convert balances to new companies Setup AP and Cash Ledger for new companies. Transferred assets from old companies to new. SAP FI Consultant Commercial Vehicle Group, New Albany, OH SAP R/3 Queried SAP to document system settings. Ran financial programs to provide CIO financial data on newly acquired division Marsh Supermarkets, Indianapolis, IN Lawson Financial Consultant Lawson 9.0 Provided post Go-Live functional and technical consulting support for GL, AP, LM , and AM. Abbott Labs, Columbus, OH SAP FI/CO Trainer SAP R/3 Fully developed training materials and trained to the materials for 150 end user s. GL and A/P. Software used: RWD Info Pak, Word, PowerPoint, Visio. Created tra ining materials for a large number of customizations.
Eze Castle, Boston, MA
Lawson Financial Consultant Lawson 9.0 Provided functional and technical consulting for a GL and Asset conversion. Focu s was primarily on AC and FB. Mapped new accounting units and accounts to new up load and conversion spreadsheets. Uploaded new data to new environment. Worked w ith Activities conversion programs. Butler International, Ft. Lauderdale, FL Lawson Financial Consultant Lawson 9.0 Provided Report Writer and MicroSoft Add-ins support and training. Created sever al new reports so that client was able to view financial data via industry verti cals. Things Remembered, Cleveland, OH Lawson Financial Consultant Lawson 8.0.3 Provided Year end close support for General Ledger, Assets, and Accounts Payable . Taylor Corporation, Mankato, MN Lawson Financial Consultant Lawson 8.0.3 Provided functional and technical consulting for a Chart of Accounts and Account ing Unit revision project. Focus was primarily on AP, PO, MA, IC, and RQ. Mapped new accounting units and accounts to new upload and conversion spreadsheets. Up loaded new data to new environment. Worked with conversion programs and tested d ata integrity. Smart and Final, Los Angeles, CA Lawson Financial Consultant Lawson 8.0.3 Provided Go-Live support for Accounts Payable. Focused on follow up training and invoice queries and uploads. Labor Ready, Tacoma, WA Lawson Financial Consultant Lawson 8.0.3 Provided some project management, as well as functional and technical consulting for a Lawson upgrade and conversion project. Focus was primarily on GL, AP, CB, and AR. Taylor Corporation, Mankato, MN Lawson Financial Consultant Lawson 8.0.3 Provided technical consulting for a Chart of Accounts and Accounting Unit revisi on project. Focus was primarily on AP, PO, MA, IC, and RQ. Use of Microsoft Add- ins to query and document current setup. Prepared upload files for new environme nt. Phoenix Children's Hospital, Phoenix, AZ Lawson Financial Consultant Performed Business Needs Analysis for Accounts Payable, General Ledger, Assets, Activities, and Cash Ledger. UCLA Hospital, Los Angeles, CA Lawson Financial Consultant Provided Go-Live support for General Ledger, Assets, and Activities. Diakon Lutheran Social Services, Mechanicsburg, PA Lawson Financial Consultant Conducted Application Exploration for General Ledger, Accounts Payable, and Cash Ledger. (Also, Report Writer, Uploads and Queries using Microsoft Add-ins, Tran saction Writer, Allocations, and Consolidations). Conducted CRP for General Ledger, Accounts Payable, and Cash Ledger ? Conducted a partial level reorganization of the social service organization's hierarchy.? Documented configuration and setup decisions. Rue21, Pittsburgh, PA Lawson Financial Consultant Performed Business Needs Analysis and Application Exploration for Accounts Payab le, Tax, and Cash Ledger Conducted CRP for Accounts Payable, Tax, and Cash Ledger Designed and configured production environment for Go-Live Documented configuration and setup decisions. Warnaco, Milford, CT Lawson Financial Consultant Created and revised various financial analysis reports using Lawson's Report Wri ter. University of Cincinnati, Cincinnati, OH SAP CO Consultant SAP R/3 implementation mySAP Business Suite components: SAP R/3 Enterprise, SAP Strategic Enterprise Ma nagement - Budget Planning and Simulation, mySAP Enterprise Portal and SAP Busin ess Information Warehouse). General Ledger / Finance team member responsible for configuration of client's C O Assessment/Distribution modules to allocate expenses among various business ar eas of university departments. Created BPP's, Unit Test scripts, and Integration Test scripts for General Ledge r / Finance team. Managed Project Plan for Integration Testing phases one and two. Assisted with creation of Go-Live Assessment and Knowledge Transfer Assessment. Assisted in management of Project Plan for R/3 cutover.
Ashland Chemical, Dublin, OH
SAP FI and Change Management Consultant SAP R/3 implementation Change Management team member Created a Change Management 101 course for client team members. Created Knowledge Transfer strategy, plan, and measurement tool. Developed End User Education and Training Strategy. Laid the groundwork for the Change Readiness Assessment program. Developed the Risk Mitigation strategy. Prepared the Business Transformation portion of the Deployment workplan. Customs and Border Patrol (Dept. of Homeland Security), Fishers, IN SAP FI Consultant SAP R/3 implementation Worked with Finance team (AP Sub-team) to implement SAP R/3 Created BPD's, BPP's, RDD's, and COE's, which documented new SAP functionality f or Federal Government (Prompt Payment Act, IPAC/Government Billing, Automated Di sbursements, Check Cancellation, Payment Statistical Sampling, etc.) Upon Go-Live, assisted with SAP Help Desk in VA. Atlanta Public Schools, Atlanta, GA Lawson Financial and Procurement Consultant Lawson 8.0.2 Financial and Procurement team member Team lead for Asset Management module implementation Analyzed business processes and identified improvement opportunities. Recommended changes to current policies and procedures to enhance efficiency. Designed the future state business processes and end-user procedures. Configured the software application to fit the customer's specific needs. Interacted between the customer and IBM technical staff to help determine interf ace and conversion requirements. Phase 1 Fit-Gap analysis. Team lead for SEA in regard to Requisitions and Receiving Cape Fear Valley Health System, Fayetteville, NC Lawson Financial Consultant Lawson 7.0 Performed Business Needs Assessment and ROI proposal. (How much money and FTE's would the client save by implementing Lawson.) Analyzed business processes and identified improvement opportunities. Recommended changes to current policies and procedures to enhance efficiency. Designed the future state business processes and end-user procedures Roswell Park Cancer Institute, Buffalo, NY Lawson Financial Consultant Lawson 7.X Full implementation of Lawson Financials and Procurement AP, GL, Cash Ledger, Asset Management and Activity Management setup decisions wi th the hospital staff. Documentation (flowcharts) of the current procedures through interviews of staff members Creation of new procedures with Lawson in place Creation of CRP's (Conference Room Pilot test scripts) Documentation, Comparison, Analysis, and Creation of Reporting Requirements Creation of User Training manuals and competency exams Training of hospital staff who were to be the trainers. (Train the Trainers). Creation of Cash Ledger Training manual. Set up of Employee Expense/Employee Advance, Invoice Matching, 1099 Reportable I ncome modules. Security setup. Systems testing. Creation of custom reports (the framework for IT to create the reports) Creation of Lawson based Policies and Procedures (to replace their old systems' P & P's) Sibley Memorial, Washington, DC As a Lawson Financial and Procurement Consultant Lawson 7.X Full implementation of Lawson Financials and Procurement AP implementation and training. Warehouse and Inventory Control consulting Washington Hospital Center, Washington, DC Lawson Financial Consultant Lawson 7.X Full implementation of Lawson Financials and Procurement AP, EE, Cash Ledger setup decisions with the hospital staff. Documentation (flowcharts) of the current procedures through interviews of staff members Creation of new procedures with Lawson in place Creation of CRP's (Conference Room Pilot test scripts) Documentation, Comparison, Analysis, and Creation of Reporting Requirements Creation of User Training manuals and competency exams Training of hospital staff who were to be the trainers. (Train the Trainers). Set up of Employee Expense/Employee Advance, Invoice Matching, 1099 Reportable I ncome modules. Creation of Lawson based Policies and Procedures (to replace their old systems' P & P's) QUALIFICATIONS SAP & Lawson: * Guided companies through setup decisions for FI, CO, AP, IM, GL, Cash Ledger, Asset and Activity Management. * Created documentation (flowcharts) of current a nd recommended procedures through interviews of staff members. * Creation of CRP 's (Conference Room Pilot test scripts). * Documentation, comparison, analysis, and creation of reporting requirements. * Creation of user training manuals and competency exams. * Proficient in use of SAP, Crystal, Excel, Word, Project, Pow er Point, Lotus Notes, RWD Info Pak, and Visio* Training of staff who will be do ing end user training. (Train the Trainers).* Gather User and Business Requireme nts, Business Modeling, Use Case Analysis* Set up of Employee Expense, Invoice M atching, 1099 Reportable Income sections and modules.* Security setup, systems t esting, creation of the frame work of custom reports, creation of Lawson based P olicies and Procedures (to replace their old systems' policies and procedures)* Preparation of business case and project plan for Lawson Financials application upgrade. (7.2.4 to 8.1)* Creation of charter for conversion from Great Plains to Lawson* Trained in analyzing financial data for forecasting, investment, and de veloping marketing decisions. * Experience with banking, insurance, retail, real estate, tax, securities, and commodities markets.* Analytical approach to resea rch, analysis and organization of data.* In depth Risk Mitigation and Change Man agement experience. ? Accounting/Financial Control and Analysis: * Developed budget analysis program to simplify budget review process which resu lted in one person doing the work of seven and allowed for greater accuracy in f uture budget forecasting.* Partnered with Controller and Treasurer in preparatio n and analysis of budgets of 35 YMCA centers and camps.* Undertook study of curr ent and alternative statistical methods of forecasting Worker's Compensation exp enses, with resulting analysis showing that parent company had been overcharging subsidiary in excess of $1.2 million.* Compiled weekly cash report, as on of ma ny treasury related duties.* Analyzed and reviewed investment and fixed asset tr ansactions.* Assisted in preparation of year-end audit schedules.* Conducted sen sitivity analysis of effects of inflation and inventory levels on LIFO reserve p rovision and related tax consequences.* Monitored and determined performance fig ures of the YMCA's various equity and bond fund managers. (Totaling $28 million in assets).* Reconciled contract agencies' receipt and expenditure records with the City of Columbus Auditor's Office.* Prepared quarterly budget reports for Fe deral government (VISTA program).* Reviewed budget proposals and modifications, as well as provided technical assistance to contract agencies.? Special Projects: * Assisted in preparation of acquisitions and divestitures handbook* Designed ca sh flow training manual and working capital maintenance section of asset managem ent handbook for non-financial managers* Was responsible for analysis and projec tion of sales, inventory and demand to determine appropriate allocation of merch andise to 605 stores PROFESSIONAL HISTORY Project Lead / Senior Consultant / Trainer - Feb. 2008 - Present PFS Software Solutions, LLC, Pickerington, OH Project Lead / Senior Consulting Specialist - May 2006 - Feb. 2008 Paradigm Business Solutions, Columbus, OH Senior Application Specialist - Oct. 2005 - May 2006 Bisys, Columbus, OH Lawson and SAP Financial & Procurement Consultant - Nov. 2000 - Jun. 2005 IBM Lawson Project Manager - Jul. 2000 - Nov. 2000 Interliant, Inc, Columbus, OH Lawson Financial and Procurement Consultant - November 1998 - June 2000 Implementation Specialists for Healthcare, West Orange, NJ Budget Analyst - Jan. 1997 - Nov. 1998 Consolidated Stores, Columbus, OH Value City Department Stores, Columbus, OH Inventory Planner / Allocator - Jun. 1996 - Jan. 1997 Victoria's Secret Stores, Columbus, OH Inventory Planner - Jan. 1995 - Jun. 1996 City of Columbus, Columbus, OH Accountant II - Jan. 1992 - Jan. 1995 Carrier Corporation (subsidiary of United Technologies Corporation), Farmington, CT Senior Financial Analyst Trainee - Sep. 1991 - Jan. 1992 YMCA of Metropolitan Chicago, Chicago, IL Accounting Assistant - Jan. 1988 - July 1990 EDUCATION BS, Business Administration - Jun. 1990 Florida A & M University GPA: 3