• Management and design experience in developing, testing, and installing reporting tools software
• Extensive experience in developing, managing and delivering training for a wide variety of organizational topics
• Comprehensive consulting experience as a managing consultant
• A strong background in Finance and Accounting software
  
  

Current

• As an Independent Consultant working with Business Intelligence tools, I work with clients in various areas of reporting:

  • System Assessment:  Advise client in determining appropriate reporting system/tool
  • System/Tool Implementation:  Manage all aspects of business intelligence solutions implementation through all phases
  • System Administrator for the user applications: Advise client with user interface development and system security
  •  Education:  Advise / educate clients in developing and deploying software reports for various areas of business.  Instruction can be formatted for one individual, small groups or classroom, and can include client-specific written training documentation
  • Report Writing:  Design customized programs to fulfill customer report requirements
  • Documentation:  Document clients’ complex reports or processes
    
    

FutureNext Consulting, Inc., McLean, VA 

• Business Intelligence System Owner: Manage all aspects of enterprise-wide business intelligence solutions, including Cognos Impromptu, MS Access, and MicroStrategy
• System Administrator for the user applications: Responsible for user interface development and system security
• Implementation Team Leader: Worked with consulting team to implement business intelligence solutions for entire company.  Interface with all internal departments to gather reporting requirements. Work with consultants through all phases of system and data warehouse implementation
• Training: Responsible for training all end users including classroom instruction and written training documentation
  

AmeriChoice, Inc., Vienna, VA 

• Managed Finance Applications and liaised with ITS group to ensure successful rollout of various financial modules across all AmeriChoice companies
•  Implemented Clarus Financials across all AmeriChoice companies within six months.  For all companies, our implementation team:
• Migrated two years of historical data from legacy systems, Great Plains and MAS90, to a new system, Clarus Financials
• Implemented the following modules:  General Ledger, Accounts Payable, System Manager, Business Controls, Budgets, Fixed Assets, Accounts Receivable, GL Reports
• Revamped current-state reporting to enable corporate-wide reporting across all operating companies
•  Designed, implemented and maintained corporate security on Clarus, FRx Reporting and Crystal Reports
  
  

Deltek Systems, Inc, McLean, VA  

• Product Manager for development of reporting tools used in Project Accounting Systems software
• Created and managed the Beta-test program for new reports developed using the Cognos report-writer software package
• Coordinated Quality Control and Testing procedures for client-requested user interfaces, reports, and reporting tools features
• Created user-friendly interfaces to improve data presentation through relational database table management
  
  

Deltek Systems, Inc, McLean, VA

• Instructed all Deltek consultants in the use of the report-writer software tools
• Lead Instructor for software seminars provided to over 500 international companies at client sites and at the Deltek Training Center in McLean, VA
  
  
  • Designed and maintained training materials for seminars
  • Responsible for instructor training, course development and scheduling
    
    
• Successfully instructed classes with audiences ranging from small groups to auditorium-size audiences
  
• Consistently received excellent ratings from class participant evaluations
  
  

  Deltek Systems, Inc, McLean, VA  

• Advised / educated clients in developing and deploying software reports for various areas of business:  Accounting/Finance, Project Management, Materials Management
• Designed customized software to fulfill customer report requirements
• Prepared and delivered marketing demonstrations to prospective clients on the Deltek line of software reporting tools
• Worked directly with the CEO/ President, Chief Financial Officer, Controller, and VP/Client Services to develop internal financial management reporting tools
• Satisfied disparate customer service issues via Phone Support services
  

• Working knowledge of relational databases and key financial/reporting applications including:

  • Cognos Impromptu
  • FRx Reporting
  • Crystal Reports
  • Clarus Financials
  • BottomLine PayBase32
  • Deltek Costpoint
  • Cognos PowerPlay
  • MS Access
    
    
• Working knowledge of MS Project, MS Word, MS Excel
• Familiar with Transact-SQL, SQL Server 7.0 Enterprise Manager and Query Analyzer
  
  

Bachelor of Science, Accountancy

University of Illinois, Champaign-Urbana