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Supply Chain Manager

Seattle, Washington, United States
April 16, 2018

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Professional business and functional analyst with 18 years of experience facilitating successful projects from business case development, process design and requirements elicitation, to implementation, testing, user training, change management, system deployment and 24/7 technical support.

Core competencies include:

Business Process Design

Business Requirements

Use Cases / User Stories

Certified ScrumMaster


Executive Communications

System Testing and Support


Accounting/Supply Chain/HR

Professional experience

Contract Lead Senior Business & Functional Analyst

TPR Consulting - Seattle, WA 12/2017 - Present

Client: T-Mobile

Senior Lead Business Analyst for Ecommerce, customer billing systems, including credit risk management, inside/outside collections, finance management and supply chain systems

Represent/manage/lead back office teams on projects, knowing when to involve the business SMEs

Facilitate requirement sessions (use cases, user stories, process flows), document requirements, provide guidance on creating appropriate requirements, and provide appropriate success criteria

Provide representation on financial and risk management processes, transactional flows, and policy

and controls to the project

Participate in high and low-level design sessions with developers and review technical documentation

Create, document, and approve User Acceptance Test (UAT) cases, scenarios, and plans

Communicate testing needs with appropriate resources, perform testing as needed

Communicate and provide options from the project for impacts to policies and procedures that

impact accounting or risk management organizations

Communicate regularly to business partners about the impacts of upcoming changes and deadlines

Manage risks, issues, and defects and escalate as appropriate

Contract Senior Business Analyst

Unify Consulting - Seattle, WA 8/2017- 11/2017

Client: Starbucks

Senior Business Analyst, General Data Protection Regulation (GDPR) for European customer data

Created program structure/methodology and designed/configured Confluence and Jira

Facilitated requirement sessions (use cases, user stories, process flows), documented requirements

Contract Lead Senior ERP Business Analyst

WideNet Consulting - Seattle, WA 7/2015 - 5/2017

Primary Client: PATH Medical Devices

Facilitated global process modelling sessions to model as is and to be processes for finance, contracts, supply chain, time and expense reporting, payroll and international accounting

Elicited, validated and documented use cases, user stories, business and functional requirements

Documented large portion of RFP (request for proposal) to send to ERP vendors

Provided extensive assistance and oversight for vendor evaluation and selection

Provided input to rewrite of organization’s chart of accounts, tags, dimensions, user defined fields

Evaluated and documented project risks and risk mitigation plans

Prepared and delivered executive presentations and drove toward design decisions

Travelled to Africa to collaborate with SME’s to streamline business processes

Configured, tested and supported global implementation of Unit4 BusinessWorld ERP

Co-founder / Business Manager

F & S, LLC - Tucumcari, NM 7/2014 - 6/2015

Cofounder for commercial real estate investment company on historic Route 66

Responsible for all accounting, budgeting; financial and tax-related issues

Responsible for all procurement and procurement-related processes and internal controls

Implemented company’s business processes and NetSuite ERP system

Sold my personal interest in the company in 2015

Contract (LTE) Senior Business Analyst

Bill & Melinda Gates Foundation - Seattle, WA 5/2012 - 6/2014

Hired as LTE (Limited Term Employee) from prior contractor role via Lakemont Consulting that ran from 5/2012 to 4/2013

Configured Workday HCM / HRIS SaaS solution; Workday cost center integration to Microsoft Dynamics GP (Great Plains) ERP system

ScrumMaster for multiple sprints, including sprint planning, daily standups, product backlog grooming and sprint retrospectives

Coordinated with project & program management to identify, plan, analyze and design methodology, scope, schedule, milestones, deliverables & resources

Performed extensive as-is and to-be process analysis; documented processes in Visio

Collaborated with stakeholders in HR and Finance to analyze processes for improvement. Elicited and documented business requirements, user stories and use cases

Taught new Workday HCM functionality to business users / designed training materials

Delivered business solutions utilizing Agile (Scrum) methodology, including user stories

Coached staff in Scrum methodology and to Team Foundation Server (TFS)

Wrote system and UAT test scenarios and managed testing phases of projects

Provided operational system troubleshooting and support post go-live; update release testing

Personal Sabbatical 11/2010 – 4/2012

Senior ERP & Supply Chain Systems Analyst

Univar Corporation - Seattle, WA 10/2008 - 10/2010

Business & Systems Analyst for global chemical distributor with $12 billion in annual sales

Key member of project teams to implement and integrate business systems and product functionality, including, but not limited to, Lawson and SAP ERP, warehouse/supply chain/logistics, project tracking, credit, and financial reporting tools

Led requirements gathering sessions with business functional units

Created requirements specifications (use cases, process flow/workflow, UI documents)

Wrote test cases & scripts; Conducted User Acceptance Testing (UAT) and training

Lead IT Business Analyst for redesign of IT SDLC processes and project funding processes

Provided system/operational support, often on call 24/7; Performed system update testing

Senior IT Business & Systems Analyst

Corbis (acquired by Getty Images) - Seattle, WA 5/2005 - 10/2006

Led process teams to capture and document “as is” and “to be” business processes and requirements for procure-to-pay, order-to-cash, record-to-report value streams

Member of team to choose, implement, test and support Microsoft Dynamics Great Plains

Instrumental in implementation of world-wide tax rules via automated systems & tools; Integrated tax calculation (TaxWare) functionality with website shopping cart and Microsoft Dynamics GP

Member of 24/7 financial systems technical support team to provide end user support

Prepared end user training documentation and delivered training to large groups

Business Systems Manager / Project Manager / Business Analyst

Loudeye technologies (acquired by Nokia) - Seattle, WA 1/2001 - 3/2005

Implemented (configured) Microsoft Dynamics in Seattle, New York and Los Angeles

Designed test cases, managed UAT Process

Presented viable technology solutions to corporate Vice Presidents and Senior Executives

Business Applications Manager for Microsoft Dynamics GP ERP, CRM, Kronos Human Resources, Payroll/Time Tracking systems, & multiple ecommerce applications

Documented business processes and functional requirements; Facilitated user discovery sessions

Managed external vendors and assisted CFO with contract negotiation

Worked with controller and CFO to design chart of accounts for corporate and subsidiary

Extensive vendor management for implementation projects (CRM, ERP and Project Accounting)

Created technical budgets, project estimates; determined implementation schedules and deadlines


M.Sc. - Master of Science Degree in Information Systems Graduated, 2008

Nova Southeastern University - Ft. Lauderdale, FL.

Graduate School of Computing and Engineering (SCE)

Elected Member – Upsilon Pi Epsilon (Requires GPA of 3.75 or better) -

B.Sc. - Bachelor of Science Degree in Accounting Graduated, 1995

City University of Seattle School of Business - Seattle, WA


Certified ScrumMaster (CSM) - Scrum Alliance, License 000232979

PBA (Professional in Business Analysis) certification in process (Project Management Institute)

Completed all Educational and Experience Requirements; Exam in 2018

technical experience

Business Applications: Workday SaaS HRIS/HCM, Microsoft Dynamics ERP, Unit 4, Lawson ERP/Supply Chain, NetSuite Saas ERP, SunGard AvantGard SaaS Credit Risk Management, ADP Timesheet & Payroll (Kronos); Taxware Sales/Use & WorldTax

Processes/Methodologies: Waterfall, Agile/Scrum, BPMN

Tools: Microsoft Office, including Project and Visio; Blueprint Requirements Center, Provision Process Modeling/Simulation, MS-SQL, Microsoft Team Foundation Server (TFS), Jira, Confluence

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