Chuck Docekal, PMP, ACP, CPA (ret)

714-***-**** • ad1htm@r.postjobfree.com • Arlington, TX 76011 • My LinkedIn Profile ERP Consultant / Project Management / Financial Business Analysis Operational & Accounting Process Engineer

Expertise in ERP system conversions, Process/Audit controls & Collaboration between all D epartments Experienced and proven executive leader in the following areas with success building profits through decreased costs and improved efficiencies utilizing process improvements – all leveraged by my Accounting, I.T. and Operations experience:

20+ years’ experience in ERP Implementations Strategic P&L Analysis, Management, Forecast & Budgets

MS, GP, D365, & SAP Implementation Project Manager In-depth Analytics – Accounting & Operations data

CFO, CTO, V.P. & Controller experience – all hands-on Implementation of Lean & 5S philosophies

Experience in M&A ventures analysis & integration of data “Never met a software that I could not master” mentality Industries: Manufacturing, Distribution, Direct Response, Public Accounting, Wholesale, Utilities, Consulting

Finance / Accounting: Asset-based Financing, Audit Management, Banking Relations, Budgets/Forecasts, Business Planning, Cash Management, Consolidated Financials, Credit Facilities, Factoring, Financial Reporting, Global Management Reporting, Post-Acquisition Integration Sourcing: China, Italy, Australia, & Mexico

Systems Implementations: Multiple EDI VAN’s (20+ years), Dynamics GP (20+ years), D365 (2 Projects), SalesPad

(7 years), Sage CRM (6 years), StrataView (4 years), Forecast Pro (4 years), and SAP (5 years) Career Highlights

Lake Cod Consulting LLC – Principal - Arlington, TX Mar 2019 - Present Managed, and Configured a PMP project integrating SalesForce, QuickBooks, FishBowl and Stemmons (Task Mgmt. SW) Configured and Completed Manufacturing/Assembly project for a Pharmaceutical Company using MS Solutions Configured and Completed Quality Assurance project for a Pharmaceutical Company using MS Solutions Completed Six new FRx Management Reports GP Clients Implemented Vena (Budgeting & Forecasting SW) for a Utilities Company – Admin & Configurator. Supported their new D365 F&O including Building Processes, Training and Documentation. Conexus SG – Plano, TX Nov 2018 – Mar 2019

Consulting Group with focus on Microsoft products – 25 - projects MS Solutions Consultant – Roles: Customer Technical/Functional Support & MS Implementation Implemented, Completed and Integrated Managed Consumer Project GP implementations and 3rd-party plug-ins. Managed new ERP implementations for smaller projects - 25- 50 users. SMB Suite – Las Colinas, TX Apr 2016 – Nov 2018

Consulting Group with focus on Microsoft products Dynamics GP & D365 MS Solutions Consultant – Roles: Customer Technical/Functional Support & MS Implementations Managed & Co-Managed Consumer Projects GP/D365 ERP implementations and 3rd-party plug-ins. Oversaw 12 15 clients on a daily basis. Project Manager for new ERP implementations and new ISV’s. Project manager for five to seven concurrent Projects

#1 Revenue Producer for the Company.

SBS Group (now Velosio) - based in New Jersey - work from home Nov 2015 – Mar 2016 Consulting Group with focus on Microsoft products

MS Solutions Consultant – Roles: Remote Customer Technical/Functional Support Managed GP Project ERP implementations and 3rd-party plug-ins. Managed Help Desk and assigned open issues or projects to the Consulting Team. Managed acquisition of former Aztec Systems (former competitor) accounts in Texas & Oklahoma. Contacted each account, built strong relationships, and documented discovery for upgrades, new functionality and review of business processes. With the Aztec customer base of over 125 accounts Retained 98%, initiated new projects for 35%, and laid the foundation for future opportunities for all the accounts. Plano Synergy Holdings, Grand Prairie, TX Aug 2013 – Jun 2015 Hunting and Fishing Industry

Operations & Plant Manager – Roles: ERP Configurator, Implementer/Trainer, Process Engineer & FP&A Configured and redesigned Dynamics GP workflows for Order Processing beginning with forecast to customer PO through Logistics ending in Collections. Trained new and existing Management, Accounting, Planning, Customer Service, and other departments on MS Solutions and SalesPad.

− Recognized by the CFO to the BOD for my training initiatives for three different Controllers (due to post-merger turnover) and the Accounting support staff on MS Solutions functionality & EDI interface.

− Chairman and Originator of Chargeback Task Force - reduced Chargebacks from Big Box customers by 70% in less than one year representing $450K reduction in cost for the DFW location alone.

− Organized facility including row designations, bin locations, bulk pick implementation, handheld scanners, OSHA compliance, and 5S implementation throughout facility. Increased Cycle Count accuracy from 60% to 99%. For FYE Dec-2013, the savings were $4.4M. For FYE Dec-2014, YE accuracy was 99.5%+plus.

− Managed 250K square feet warehouse, 30 full-time warehouse employees and up to 50 seasonal employees. Alliance Sports Group\Bollinger Industries, Grand Prairie, TX 2012 – 2013 Flashlight and tool distribution to hardware stores and other distributors – separate fitness division selling to Big Box customers. Interim Chief Technical Officer – Roles: Project Manager, ERP Configurator, Implementer & Trainer, and Process Consultant Revived a Dynamics GP/SalesPad/EDI implementation which was failing and delivered on time and under budget.

− As the previous Director of I.T. for this Company, the Company brought me back to Texas to revive their failing Dynamics GP/SalesPad/EDI implementation within three months on time and under budget.

− Transitioned SAP on an AS/400 DB2 platform to Dynamics GP on a SQL platform in a 3-month implementation.

− SalesPad – Built workflows, custom Accounting documents (Packing Slip, Invoice, etc.), and refined processes.

− Set up True Commerce EDI for approximately 15 Big Box customers including UCC-128 label compliance.

− Managed all functional areas of the implementation from an executive perspective to a hands-on, business process owner. Completed end-user training for all modules – budget required 100% internal training.

− From Accounting perspective, structured the GL, built the templates for BS, P&L and CF Statements using Management Reporter, built master data classifications for inventory, customer & vendor master records for reporting, built audit controls using Dynamics GP workflows, and completed hands-on training for all the staff.

− Activated multi-bin functionality within Dynamics GP utilizing bulk pick ticket processing and implemented bin & row designations. Configured scan guns for bulk pick fulfillment, bin transfers, and cycle count adjustments.

− Mapped and reconciled beginning balances for A/R. Also, mapped customer master data from a SAP/DB2 data dump into SQL tables utilizing Dynamics GP Integration Manager tool. Built and executed Microsoft macros to populate GP & custom fields for additional functionality and reporting. D&D Technologies/International, Inc., Huntington Beach, CA 2006 – 2012 International gate hardware manufacturer based in Sydney, Australia Vice President – Operations, Accounting, Information Technology & Human Resources - Roles: ERP Global Lead - Dynamics GP

& Sage CRM, Project Manager for Global I.T., Global Manager - FP&A Directed Operations (US), Accounting (US), IT (global) and HR(US) – included 12 US cost centers and 15 global sales regions. Managed US MRP which drove Sydney, AU production & staffing requirements. Responsible for US cash projections which drove global currency hedge requirements. Oversaw global I.T. resources and led new functionality.

− Closed month end in three business days including bank recons, payroll, depreciation, accrual entries, account & sub-ledger reconciliations, trial balance and financial statements. Data was exported from Dynamics GP, currency conversions were applied, and data was rolled up into global financial statements.

− Built and refined BI warehouse utilizing MS Analysis Services and MDX cubes – data originated in MS SQL tables. Provided tools to Sales Team to access their sales data remotely via PDA or laptop.

− Utilizing MS tools & SQL, downloaded and uploaded historical GL data, forecasted sales & units, and approved budgets. Provided Excel templates to the Cost Center Managers for Budgets. Finally, utilized Strataview forecasting software to build sales dollars, unit forecasts and costs in multiple currencies. All the data was uploaded into Dynamics GP and SQL tables for financial reporting and MRP demand.

− Implemented U.S. sales and operational planning process with sourcing from China, Italy, and Australia - this included 15 Global Regional Sales Managers with individual cost centers. This S&OP process reduced global inventories by 60% and maintained fulfillment rates in excess of 98.5%.

− Managed website development that included catalog, where-to-buy, videos, Google Analytics, and multi-languages.

− Website traffic increased 470% over 3 years. Increased SEO by 192%, and page views by 299%

− Configured and upgraded Sage CRM software and integrated Dynamics GP data – US & global installs. Uploaded over 100K sales leads into Sage CRM and implemented mass e-mail integration for marketing campaigns. Thane International, Inc., La Quinta, CA 2001 – 2006 Global direct response and retail marketer; 8 subsidiaries V.P. - Operations & Information Technology – Roles: 3PL Manager, Manager of Data Integration/Integrity Directed outside fulfillment centers relationships, call center relationships, and manufacturing relationships in the U.S., Mexico, and Asia. Supervised development of internal and external IT systems for Accounting/Operations data & reporting.

− Managed six to eight 3PL’s which held all inventory and shipped all product. Built SQL data integration into corporate ERP. Data integration included order processing and inventory data – 3PL data was mapped into ERP for Accounting, Inventory Control, and Invoicing – SQL data was mapped to 3PL’s.

− Originated & maintained EDI compliance with major retailers as well as QVC/HSN shopping networks. Bollinger Industries, Inc., Grand Prairie, TX 1997 – 2001 Global distributor of fitness and health equipment Director of IT, SAP Project Manager, Senior Financial & Logistics Analyst – Roles: SAP ABAP Report Coder, SAP Functional Expert, Financial & Logistics Analyst, and FP&A Lead Originated budgets, forecasts, cash flow and financial projections. Managed bank relationship reporting, shareholders’ reporting, and auditors’ reporting. Oversaw all IT activities running SAP on an AS/400 platform.

− Programmed dozens of custom ABAP reports for daily use by end users and management. Fourteen years later at least 15 of those programs and reports are still used daily.

− MM \ WM & SD Team Leader for SAP implementation. FI, CO, & PP Team co-leader for SAP implementation.

− Originated MRP system for production planning and all purchasing.

− Coordinated integration of three acquisitions into the SAP system after Go-Live. Industrial Clearinghouse, Dallas, TX, Kilgore Plastics, Kilgore, TX, Vidpro International, Dallas, TX 1991 – 1996 All three Companies were owned by the same Venture Capital Group – Helms Holdings Industrial Clearing House - Controller - Power transmission equipment and industrial bearing distribution company Kilgore Plastics – CFO - Custom manufacturer of plastic injection components and finished assemblies Vidpro International – Controller - Three-divisional Company: POP displays, soccer products, & video store merchandising. Achievements for these three Companies under Venture Capital Group:

- Managed accounting, credit, human resources, and IT departments. Prepared all budgets, projections, analysis, and reports for shareholders and management.

- Increased credit facilities by 300% by negotiating bank financing for 3 loan packages in a 12-month period.

- Negotiated financing through City’s Economic Development Fund including job credits and abatements. Hewatt & Hoera, CPA’s, Fort Worth, TX 1989 - 1991

Performed ~75 bank loan compliance audits through subcontract with Coopers & Lybrand. Profile

Selected Professional Training Classes

Dale Carnegie Management Course

MS Office Training and multiple ERP Accounting Systems LEAN & 5S Training and Implementation

Education

Texas A&M University - Bachelor of Business Administration (BBA), Accounting Certification

State of Texas, Certified Public Accountant – 1993 through 2004 – expired, but current candidate Project Management Institute, Project Management Professional – 2015 SmartConnect Certification – Mar-2016

Agile Leader Certification – Six Sigma Global Institute - Oct-2021 Leadership – Volunteer Work

Veterans of Foreign Wars (VFW) Southern California – Received Meritorious Service Award, 2012 for volunteer work Wounded Warriors – 2010 – 2012 – Supplied dogs, guns, pheasants, ATV’s & banquet for two hunts each year YMCA “Nation Chief” supporting 120 families and 175 young men Youth Head Coach – 16 seasons over 8 years – baseball, football, and lacrosse Mission Arlington Volunteer – providing food and essentials to needy families – over 20 years of volunteer work. Students Concerned for the Handicapped – This was back in College, but was my most rewarding experience. Coached Handicapped Basketball Team, visited local restaurants measuring aisle width & checked bathroom compliance.

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