CompTIA Project+, MCTS, MCP
**** *. **** **. #*** firstname.lastname@example.org
Phoenix, Arizona 85053 Mobile: 602-***-****
18 Years Finance & Full Charge Accounting
(Financial Statements, Job Costing, Reconciliations, Capitalization, Allocations, Deprecation Schedules, Budgeting & Forecasting, Bank Reconciliations, Procurement, Payroll & Time Keeping Processing, HR & Benefits, Auditing & Gap Analysis, Cash Mgmt. & Cash Flow, Month End & Year End Closing)
16 Years ERP & Applications Implementations, Data Conversion, Configuration, Interfaces, Customizations & Support
(MS Dynamics SL (Solomon IV), FRx Report Writer, SAP, FAS, ADP, Unanet, ReQLogic, ProBusiness, Peachtree, QuickBooks, Quicken, Savant Software (ADC & WMS), etc.)
16 Years Database Administration, Programming, Design & Interfaces
(MS SQL Server, T-SQL, MS Access, Fox Pro, Scribe/Infuse, XML, SL Connect, SSIS, SSMS, SSRS, ETL, etc.)
13 Years Programming Database Design & Designing Applications
(MS Access, Fox Pro, VB, Com objects, ADO, DAO, OLE, .NET, etc.)
16 Years Report Writing Using Various Database & Applications
(Crystal Reports, FRx Report Writer, SSRS, Telerik, R & R Report Writer, MS Access, HTML, ASP, etc.)
13 Years Business Analyst & Liaison
(Business / Functional / IT / Financial GAP Analysis, BRD, SDLC, FC, Use Cases UC, Security Assessments, Identifying Scope, Requirements Gathering & Documentation, etc.)
11 Years Project Management
(Scrum Agile / Waterfall methodology, SAP My SAP methodology, Microsoft Sure Step, ITIL, Project Plans, Gant Charts, Management of Scope, Change Orders, Process Diagrams, Resource Planning, Vendor Mgmt., User Stories, Use Cases, etc.)
4 Years Design & Development Websites, Graphics & XML Functionality
2 Years CRM Analysis, Design, Customizations & Interfaces
(SalesForce.com, Pivotal CRM, MS Dynamics CRM, MS Dynamics 365)
CompTIA Project+ (similar to a PMP) MCP – Microsoft Dynamics SL Installation & Admin. 5.5, 7.0
MCTS – Microsoft Project 2010 FRx Report Writer 6.0
Crystal Report Writer 8.5
Education and Training:
Microsoft Virtual Academy Areas of Study – Microsoft Dynamics CRM 365
Basic Architecture & Navigation in MS Dynamics 365 MS Dynamics 365 for Finance & Operations, Business Edition, Overview
Introduction to MS Dynamics 365 for Marketing MS Dynamics 365 for Finance & Operations
Introduction to MS Dynamics 365 for Finance & Operations
New Horizons Computer Learning Center Certificate of Training – MCDBA and Project Management
CompTIA Project+ MS SharePoint Foundation 2010 Level I and II
MS Project 2010 Level I & Level II Distributed Application Design & Dev. (Visual Studio)
Querying Data with Transact SQL Server 2017 Network & OS Essentials Windows Server 2000
Implementing a DB on SQL Server 7.0 Mastering MS Access 97 Development
System Admin. for MS SQL Server 7.0 Crystal Reports 8.0, Level II
Customization and Configuration for Dynamics CRM 2016 / 365 Advanced Excel 97
Microsoft Dynamics CRM 2016 / 365 Online Deployment
IT Centers, LLC Certificate of Training – MCDBA Bootcamp
Managing & Maintaining a Windows Server 2003 Env. Network Planning Infrastructure a Windows Server 2003
Installation, Configuration & Admin. MS SQL Server 2000 Designing & Implementing DBs with MS SQL Server 2000
Microsoft Business Solutions Certificate of Training – MS Dynamics SL (Solomon IV)
MS Dynamics SL 4. x Implementation & System Admin MS Dynamics SL Core Suite 6.5
MS Dynamics SL Various Modules 6.5 to 7.0 MS SQL Server 2000
SAP Training & Education Centers Certificate of Training – Basis Admin., HR, Security & ABAP
BC305 – Advance R/3 System Admin. BC430 – ABAP Dictionary
BC314 – Tech. Core Competence (NT/MS SQL Server) HR307 – Configuration of HR System Controls
BC315 – Workload Analysis HR505 – Organizational Mgmt.
BC325 – Software Logistics HR580 – Reporting in HR
BC400 – ABAP Workbench CA940 – SAP R/3 Application Security Concept
BC405 – Techniques of List Creation & Infoset Query
Maricopa County Community Colleges Areas of Study – IT, Finance & Writing
Turbo Pascal MS Quick Basic
COBOL Various Accounting Classes
Screenwriting for Film
Mountain States Technical Institute Certificate of Training – Finance & Word Processing
Accounting Typing & Various Office Software Applications
Sierra Lobo Dec. 2014 – Feb. 2018 – F/T – Remote
Government Contractor Dynamics Administrator, DBA, Project Manager
MS Dynamics SL ERP Application Administration, Support, & Configuration:
Administration and support for all modules and third-party add-on applications.
Report writing: Management Reporter, Crystal Reports, and SSRS.
Administrating access rights. Identifying and resolving bug/fixes and applying support packs.
Saving on consulting costs.
Unanet Application Implementation, Administration, Support, & Configuration:
Implementing, configuring, and data conversion. Employee timecards, expense reports, project reporting, etc.
Integration design and creation using SL Connect and working with product vendor.
Administration and support. Access rights. Identifying and resolving bug/fixes and applying support packs and upgrades.
Ad hoc report writing.
Saving on consulting costs.
Customizations, Interfaces & Integration Architecture Design:
Leadership role for architecture, design, and integration from MS Dynamics SL to Unanet using SL Connect as well as SQL Server.
ReQLogic upgrade, design, and process improvement removing and re-designing customizations.
Developed customization requirements and worked with product vendors to improve and streamline processes and ensure data integrity.
Performed requirements gathering, developed user cases, analyzed business & functional requirements & processes, reporting requirements.
Improved overall data integrity and reduced costs to support applications.
Management of several projects at a time.
Creation and tracking, scope definition, resource requirements, task assignments, project budgeting, vendor selection, vendor agreements & SOWs, effort estimates, milestones, issues log, constraints & executive reporting.
Using Agile / Scrum methodologies and practices.
Saving consulting costs on unnecessary end-user requests and managed effort by prioritizing and managing issues logs.
Business Analyst / Liaison:
Identifying & analyzing system GAPs, security analysis, analyzed initial implementation & configuration, business process procedures, assisting, coordinating & communicating between finance, operations, purchasing, contact offices, and information systems departments about various projects, system & database related issues.
Demonstrating software features & functionality. Working with the following departments to have a better understanding of business requirements: Providing training and coordinating testing of all applications.
Data Clean-Up & Data Conversion:
Provided leadership and developed methods to review data for abnormalities and created various T-SQL queries and reports to pinpoint were data abnormalities existed.
Coordinated data clean-up efforts with end-users.
Reduced open project commitments by an estimated $6 to $10 million and an unknown amount of duplicated expenses.
Health Endeavors Aug. 2014 – Nov. 2014 – F/T
ACO CMS Health Care Reporting Software Sr. SQL Database Developer
Integrations and Interfaces:
Importing various forms of data into SQL Server using bulk insert and SQL Server Integration Services (SSIS) processes.
Identifying data formatting issues and abnormalities. HL7, csv, text, ETL, etc.
Re-formatting data as required meeting specifications for importing.
Creating and updating SQL stored procedures and SQL Server Integration Services (SSIS) code to business requirement development (BRD) specifications.
Code reviews and quality assurance reviews according to business requirement development (BRD) specifications.
Attended various calls and meeting with clients as needed to review business requirement development (BRD) specifications for submitting data for importing.
Providing feedback as needed to clients on data formatting requirements, answering questions and notifications when imports were completed. Assisting with suggestions on how to extract data from EMR and other health management systems to meet business requirement development (BRD) specifications.
Savant Software May 2013 – Jan. 2014 – F/T
Warehouse House Management (WMS) Software VAR WMS Implementation Engineer
Savant ADC and Savant WMS Software Implementations and Bug/Fixes:
Installing and configuring warehouse management software. Working with clients on configurations, customizations, and integrations requirements. Writing crystal reports and creating label formats with Bartender.
Identifying bugs/issues found by clients and through testing. Resolving data abnormalities.
Management of several projects at a time, writing user stories, project plans, go-live cut over strategies, change orders, etc. Identifying gaps between warehouse management software features and functionalities and client requirements.
SQL Integrations and Programming:
Programming integrations between client ERP applications and Savant’s software. Adding new tables and fields, triggers, staging tables, and SQL Server Agent Jobs.
Fishnet Security Sep. 2011 – Mar. 2013 – P/T as Needed – Remote
Security and Compliance Consultant / IT ERP Business Analyst
MS Dynamics SL ERP Upgrade:
MS Dynamics SL 6.5 SP 3 to 2011 FP1 review, analyze and identify gaps for upgrade. Document upgrade steps and path. Identify and document customizations for processes, reports, and screens.
360 Enterprises, Inc. Jan. 2009 – Jul. 2012 – F/T
Internet Marketing / Advertising Associate Director of IT
(TextLinkBrokers.com & SponsoredReviews.com)
MS Dynamics SL ERP Application Conversion, Installation & Configuration:
Project lead for installation, configuration & implementing the following modules Multi-Company, G/L, A/P, A/R, Cash Manager, Bank Reconciliation, Project Management, Inventory, Order Management, Purchasing, Bill of Materials. Programming of customizations as needed & using various third-party applications (Micr. Check Encoding, Credit Card Processing – PCI compliance, Netting Out, KeyChange, Advance Pay, EFT & Wire Transfers, Project Scheduling, Inventory Mgmt., SL to CRM integration, etc.). Provided consulting & advice with system related hardware, software, integrations & performance methodologies.
Architecture Interfaces & Integration Designs:
Leadership role for architecture, design, and integration to CRM solutions (MS Dynamics SL, Salesforce.com, MS Dynamics CRM, internally developed applications), vendor/customer web portal, inventory management, electronic customer invoicing & various SQL Server databases adhering to best business practices. Performed requirements gathering developed user cases & test cases, analyzed business & functional requirements & processes, reporting requirements, database design, software selection & technology choices. Developed account & subaccount structure & various to meet various reporting requirements. Infuse/Scribe and other software to perform integrations between various applications and systems. Using APEX created a method to extra sales order data from the CRM (Salesforce.com) to be imported into ERP (MS Dynamics SL) thereby eliminating the need manually keying in the data.
Project management, creation, and tracking, scope definition, resource requirements, task assignments, project budgeting, vendor selection, vendor agreements & SOWs, effort estimates, milestones, issues log, constraints & executive reporting. Using Agile / Scrum methodologies and practices.
Product & Packaging Management:
Worked with business executives on redesigning & streamline products, developed & defined products & packages catalog. Created unique part numbering schema & inventory descriptions (kits, finished goods, components) to work with bill of materials & work orders for a more automated fulfillment process. Created guidelines for finished goods to component creation (multi-language & grades), combining finished goods together that create kits so that reoccurring cycles & requirements for invoicing & fulfillment would meet customer expectations for delivery of product. Created a product prototyping tool so that the business could configure new & existing products outside of production application where the business could then analyze products margins, profitability, fulfillment & sales requirements before taking to market. Saved the company an estimated $40k annually.
Programming & Customizations:
Created new entities and custom screens within proposed new CRM (MS Dynamics CRM) to gauge ease of customizations and capabilities. Created new tables, fields, and custom screens within new ERP (MS Dynamics SL) to facilitate new business processes thereby eliminating GAPs. Implemented, tested, and roll out accelerator / third-party applications to eliminate GAPs with ERP (MS Dynamics SL) and CRM (MS Dynamics CRM).
Data Clean-Up & Data Conversion:
Provided leadership in developing ways to connect detached manual application to have a method to link these applications together, created various report to pinpoint were data abnormalities existed. Saved the company an estimated $60k in losses annually. Provided a method to export data from existing CRM (Salesforce.com) into new CRM (Pivotal CRM) for data conversion.
Disaster Recovery Planning & System Security:
Assisted with migration of Windows 2003 SBS to Windows Exchange 2010. Configuration of active directory network security Windows 2008 and Exchange 2010. Developed file share permissions, roles, groups & access rights to work individual user ids. Developed appropriate access rights to folder shares & created a security matrix to work with group level structure permissions using best business practices. Analyzed windows domain active directory structure for improvements for all servers registered in the domain, consistency with group naming conventions & access rights, restructuring group level rights, remote access rights & end-user rights. Protected the company against unwanted intruders & accessing of unauthorized information. Provided executive management with transparency & visibility to network security access rights. Worked with team members and consultants to provided best practices for disaster recovery planning and strategies.
Business Analyst / Liaison:
Identifying & analyzing system GAPs, security analysis, analyzed initial implementation & configuration, business processing procedures, assisting, coordinating & communicating between finance, sales, operations and information systems departments about various projects, system & database related issues, demonstrating software features & functionality, developing & submitting proposals with various companies in regards to Salesforce.com, MS Dynamics CRM and PivotalCRM. Identifying and analyzing CRM (Salesforce.com, MS Dynamics CRM, and PivotalCRM) on workflow capabilities, customization options, and limitations. Identify accelerator / third-party applications that could meet requirement GAPs for CRM (Salesforce.com, MS Dynamics CRM, and PivotalCRM). Worked with VARs on customizations, accelerators, and third-party applications to meet business requirements. Working with the following departments to have a better understanding of business requirements:
Sales cycle process from leads pipeline throughout delivery of final contractual agreement SLA.
Finance and accounting process from all data points within the company.
Operations process for fulfillment of customer sales and vendor acquisitions and payout to vendors.
Reporting requirement from all departments such as KPIs, Sales performance, and forecasting, P&L statements, Balance Sheets, Customer analyst, Campaign performance, etc.
Various Consulting Projects Jan. 2005 – Jan. 2009 – Short-Term Contracts & F/T
Consultant – Programmer, Project Manager, Analyst
Ampro Mortgage Corp. Feb. 2004 – Oct. 2004 – F/T & Short-Term Contact
Direct Wholesale Mortgage Lender Business Applications Programmer
Jimary Business Systems Jan. 03 – Feb. 04 – F/T & Feb. 04 – Oct. 04 - Consultant
Microsoft Business Solutions Partner Western Regional Mgr. / Business Systems Analysis
TMP Worldwide Apr. 02 – Jan. 03 - Consultant
Permanent & Temporary Placement Agency MS Access VBA / MS Office VBA Programmer
State of Arizona – Supreme Court Juvenile Justice Services Division – Treatment Unit
Northern Pipeline Construction Co. Oct. 99 – Mar. 02 – F/T
Subsidiary of Southwest Gas Sr. Database System Admin. / Project Mgr.
DriveTime Automotive Sales & Financing Feb. 98 – Oct. 99 – F/T
Formally Ugly Duckling Corp. Business Systems Analyst
Cupell & Assoc. / Acacia Group Sep. 96 – Apr. 97 – F/T & Apr. 97 – Feb. 98 – Consultant
Financial Consulting Firm Database Programmer / Personal Assistant
Bostrom of Arizona / IIMC Dec. 94 – May 96 – F/T
Management of Non-Profit Organizations Office Mgr. / Controller