Profile

Twenty years of Microsoft Dynamics experience which also includes all support, training, upgrading, configuring, and customization. Trusted team member included on highly sensitive projects such as company bankruptcy filing and emergence, system mergers and acquisition, and financial software.

Skills Summary

Microsoft Great Plains v3.15 to 2016 R2

FRx 6.7

Management Reporter

Sage Fixed Assets

Hyperion Planning 4.0

NAV Development

Hyperion Essbase 7.1.2

Hyperion Application Loader

Cleo VLTrader

Microsoft NAV 2009 to 2017

Jet Reports

Microsoft Office

Microsoft Project

FrontRange Heat HelpDesk

Crystal Reports

Great Plains Report Writer

Professional Experience

The TM Group, Inc. 4/2013 to 10/2017

Consultant/Support Desk Engineer.

Initially hired as Dynamics NAV Consultant and then added Support Desk Engineer responsibilities to provide customer support to the TM Group’s client base that use Dynamics NAV, GP, Dynamics 365, and CRM software.

Consultant

Worked with Sales Team on demos for prospective Dynamics NAV customers

Worked with new clients on Implementation Planning Studies to determine user requirements, which then became Statements of Work and eventually Project Plans to ensure a successful rollout.

Developed new reports and application work spaces to fill gaps of customer’s needs.

Trained new clients in use of Dynamics NAV.

Coordinated and worked closely with Dynamics NAV upgrade partner to ensure a successful version upgrades. Created test plans and monitored execution of these plans to certify all aspects of upgrade were tested and users were comfortable with new version and environment.

Worked closely with TM Group System Engineers on hardware specifications for client’s upgrade.

On-site post-upgrade support to help ease end-users concerns regarding change involved in the new upgraded version.

Weekly contact with new client’s addressing concerns and platform modifications required, once users were actively using software.

Early adopter of newly released Dynamics 365 as an alternative to on premise installations which allowed for tremendous cost savings for prospective clients.

Support Engineer

Team member on support desk providing software support to the TM Group’s base of over 600 clients.

Actively engaged in problem resolution in Microsoft Dynamics NAV, GP, and CRM.

Supported General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting, Sales Order Processing, Purchase Order Processing, Manufacturing, Payroll.

Worked closely with consultants regarding support requests for their clients.

Champion Home Builders, Inc. Troy MI 8/1998 to 4/2013

Systems Analyst/Manager Financial Systems/Senior Business Systems Analyst – Finance

I’ve held all these titles in my tenure at Champion – job responsibilities have been identical for each

MICROSOFT DYNAMICS GREAT PLAINS

Team Member recipient of Great Plains Pinnacle Award for Evangelism 1999

Responsible for upgrading 72 separate installations of Great Plains 3.15 which evolved into a single hosted environment supporting over 100 Great Plains companies with 300 licensed users

Project Lead\Liaison for decision and implementation on project to consolidate our GP companies into a hosted solution

Designed all GP Integrations (Account Payable. Accounts Receivable, General Ledger, Integration from other ERP systems

Implemented, configured, supported GP Third Party applications of Mekorma MICR Check Printing, Nolan InterCompany Postings, Nolan Control +, EFT for Payables, Safe-Pay(positive pay), Rockton Auditor and Omni Tools, WennSoft Job Cost and Smartlist Builder

Key Team Member in creation of a truly customized centralized accounts payable solution designed by Nolan Business Computers along with features written by the TM Group (GP VAR)

Responsible for all support and training regarding Great Plains for over 200 end users

Created security roles/tasks and custom Great Plains reports

FRX 6.7

Responsible for support and security for our FRx install for Corporate accounting staff and 30 Plant Controllers

SAGE FIXED ASSETS

Responsible for support, security, and training for our install of Sage FAS 500 Asset Accounting for use by Corporate and Plant personnel

HYPERION/ESSBASE/PLANNING

Team member for implementation and configuration of Budgeting and Forecasting solution

Support of Planning 4.0, Hyperion Application Loader/Essbase 7.1.2

Perform monthly loads of financial balances

Key team member on current project to either upgrade complete package to latest version or move to another Budgeting/Forecasting/Planning platform

MICROSOFT DYNAMICS NAV 2009

Currently working on getting FRx-like reporting out of NAV2009 using Account Schedules functionality

Assist our team of NAV developers regarding Payables, Receivables, and General Ledger as it relates to our Integrations between NAV2009 and Great Plains 10

Key team member on long-term project to move all functionality from Great Plains 10 to NAV2009 tentatively scheduled for spring 2013. Developed gap analysis that will be used by NAV VAR during requirements gathering.

JET REPORTS

Currently transitioning all corporate reporting to Jet Reports

CLEO/VLTRADER

Responsible for maintaining and configuring VLTrader to communicate with our trading partners concerning EFT Payments, Positive Pay Bank transactions, and ERP EDI transmissions with our funding providers

OTHER

Worked closely with software vendor regarding all their interactions with Champion

Member of the Champion IT Audit Committee which interfaces with Ernst & Young regarding IT Policies and Sarbanes Oxley enforcement

Deal daily with Plant Controllers and Corporate Accounting Staff

Founding member of Champion’s IT Controls and Policy Committee

Interfacing/Training Helpdesk staff to deal with first level calls concerning Great Plains/FRx/FAS/etc.

Rock Financial Corporation Bingham Farms, MI 8/1995 to 8/1997

Accounting/Servicing System Administrator

Data Administrator

Help Desk Manager

Education

WALSH COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY – Troy, MI

Bachelor of Business Administration – Computer Information Systems Management December 1995

WALSH COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY – Troy, MI

Bachelor of Business Administration – Management August 1989

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