Change Management Consultant

Rose M. O’Neill

Westminster, MD ***** 443-***-**** ***********@*****.***

IMPLEMENTATION AND CHANGE MANAGEMENT CONSULTANT

Dynamic, self-directed Implementation and Change Management Consultant with over 20 years’ experience guiding full lifecycle implementations of on-premises and SaaS financial management/ERP solutions. An expert in process-based implementation delivery, creating and providing project road maps to meet diverse requirements and drive high levels of customer satisfaction. Known for reputation as a trusted advisor and change agent focused on client advocacy. A motivating team builder and leader with an honest, direct communication style and ability to translate between IT and finance stakeholders. SKILLS SUMMARY

ERP Implementation Consulting

Project Management

Team Building and Leadership

Change Management

Gathering Requirements

Business Process Analysis

Project Planning and Scope

Forecasting and Budgeting

Project Risk Management

Change Orders

End User Training and Support

Building Stakeholder Relationships

Contract Management

Project Documentation and Reporting

Vendor Relationship Management

Technology: Serenic Navigator, Microsoft Dynamics NAV, Sage Intacct, MIP, Peachtree Accounting, Microsoft Office Suite/365

(Word, Excel, PowerPoint, Outlook), Snag-It Editor CONSULTING EXPERIENCE

Terra Firma Consulting LLC—Westminster, MD 04/2009—Present Software Implementation Project Management Consultant Consult with clients across the US and Canada on strategizing, selecting, planning, and implementing ERP and financial software to meet long-term business goals. Lead change management and business process re-engineering to support business transition to finance and ERP systems. Key engagements:

Chesapeake Bay Foundation (09/2018—02/2020)

• Served as a trusted advisor and software selection consultant to support decision-making, implementation, and cloud- based roll-out of Sage Intacct ERP.

• Led change management and provided structure and guidance throughout all project stages to achieve a successful, on- time go live.

• Identified key stakeholders, gathered requirements, obtained buy-in, and advocated for all stakeholders’ needs.

• Analyzed data ownership regulations to manage risk and determine which modules to implement.

• Supported users in accessing and effectively utilizing Sage’s help and community networking functions. National Endowment for Democracy (11/2013—07/2016)

• Recruited by the organization’s CFO to analyze business systems and provide strategic recommendations on ERP needs.

• Led strategic decision-making and change management to restart a stalled Serenic NAV implementation project and establish core financial direction.

• Established project scope, set guidelines for implementation, identified project milestones, monitored budget and timeline, and provided design recommendations.

• Partnered with third-party vendors to develop proof-of-concept for data warehousing using Jet Enterprise to integrate data from multiple SQL databases.

• Evaluated the organization’s use of Micro Edge GIFTS for potential integration with Serenic NAV.

• Facilitated training and created how-to documentation for common processes to achieve a successful go live of Serenic’s not-for-profit solution.

• Analyzed system performance and identified gaps between functionality and requirements.

• Recommended product customizations, enhancements, and workflows to address business needs. American Psychological Association (01/2012—12/2013)

• Led project management of multiple system integrations, including Serenic NAV ERP, electronic data interchange, inventory management, and web-based ordering software.

• Designed strategic and operational plans for a complex implementation to achieve a successful go live.

• As the client and project advocate, established and maintained adherence to project scope, timeline, and budget. CONSULTING EXPERIENCE CONTINUED

Terra Firma Consulting LLC—Westminster, MD 04/2009—Present Rose M. O’Neill Resume Page 2

Additional Select Clients

• The Banff Center

• Mennonite Foundation of Canada

• Pentecostal Assemblies of Canada

• Research Institute of Nationwide Children’s Hospital

• Ontario Medical Association

Serenic Software Inc.—Denver, CO 08/2004—03/2009

Senior Consultant

Consulted with clients on implementation and training of ERP software, including training and certifying internal staff on software implementation and upgrades.

• Assessed client business requirements, created project plans, and led implementation operations.

• Designed curriculum and teaching materials for Partner Certification Training and achieved a 95% pass rate for attendees.

• Played a key role in acquiring CPE designation from the National Association of State Boards of Accountancy for training materials.

AVF Consulting Inc.—Baltimore, MD 08/2000—05/2003

Financial Software Implementation Consultant

Led financial software implementation projects for client engagements, from requirements through go live.

• Analyzed cross-functional business requirements and created workflows for each functional area.

• Established project scope, schedules, plans, documentation, and stakeholder communications.

• Developed and delivered software training for end users. TEACHING EXPERIENCE

Carroll Community College Howard Community College Adjunct Faculty

Six years’ experience teaching courses such as Principles of Accounting I, Principles of Accounting II, and Intermediate Accounting II to associate degree students and business professionals. Serenic Software, Inc.

Partner Training

Five years’ experience training and certifying VARs in Core Financials, Award Vision, Fixed Assets, Allocations as part of relationship management with VAR community selling Serenic Navigator software. EDUCATION FORMAL

Master of Science in Finance

Loyola University—Baltimore, MD

Bachelor of Science in Business Management

University of Maryland—College Park, MD

Bachelor of Arts in Chemistry

Goucher College—Baltimore, MD

CREDENTIALS

Sage Intacct Certified Implementation Specialist

Sage Intacct

Chartered Global Management Consultant (CGMA), inactive Chartered Institute of Management Consultants (CIMA) Certified Public Accountant (CPA), inactive

Maryland State Board of Public Accountancy

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