PROFESSIONAL SUMMARY

Solution driven Business Analyst with 15 years’ experience in process definition, innovation, design, development, and delivery working with cross-functional teams at all levels of the organization.

Experienced within the software industry and from real-world scenarios driving process innovation to solve both big and small challenges.

Strong analytical skills and user/hands-on understanding result in effective and efficient solutions delivered on time and within budget.

Worked with senior finance managers, accountants, financial analysts, and processors evaluating process requirements and needs, managing upgrades, and solving daily issues.

Acted as a Project Manager for analysis and planning for MR migration to BI360 (Business Intelligence tool) with Financial Planning and Analysis (FPA) team

Assisted in the development, management and continuous improvement of business analysis and project management processes & templates

Proficient in writing SQL queries for data analysis

Work collaboratively with the global team for financial projects

Hands on experience as a Product owner for 2 financial applications with @ 300 installations

Strong analytical and problem-solving skills with a basic- to intermediate-level knowledge of and skills with various analytical tools

EDUCATION

University of South Florida

Bachelor of Business Administration – Accounting/Computer Science

SKILLS

Dynamics Great Plains, eOne Solutions SmartConnect, Dynamistic Collect IT Binary Stream GP Integration, Mainframe General Ledger, Accounts Payable, Accounts Receivable, Payroll, Assets, Project Accounting, Job Cost, QuickBooks, Platinum, Aurora, TMW, Synergize

Microsoft Office including MS-Word, MS-Excel, MS-Visio, MS-Access, MS-PowerPoint, MS-Project

Mainframe computing environment including, MVS/TSO, JCL, ISPF, CICS

Web Procurement computing environment including ARIBA, Navisphere, Draywatch

Programming languages including SQL, COBOL, SAS, FOCUS

Databases including SQL Server, DB2, VSAM, Access, FileMaker

Windows computing environment

Windows Networking environment

Agile environment

SaaS (software as a service)

PROFESSIONAL EXPERIENCE

Universal Logistics Holdings, Inc, Warren, MI 05/2012 to Present

Sr. Business Systems Analyst (BSA)/Financial Systems

In this role, I interact with all levels of the 150-person finance organization from senior finance managers, accountants, financial analysts, and processors evaluating process requirements and needs, managing upgrades, and solving daily issues.

Provide analysis, advice, design, coding, user support, data correction, and troubleshooting for the following applications: Collect IT (AR management system)

MS Dynamics Great Plains ERP (GP) including Binary Stream and Smart Connect (data entry front end for GP)

Management Reporter (MR) for MS Dynamics (reporting tool)

Project Manager coordinating efforts of 25 finance staff and 12 IT staff for 11-month project to upgrade ERP to GP 2018 from GP 2013 including User Acceptance Tests (UATs) sign offs

Project Manager for analysis and planning for MR migration to BI360 (Business Intelligence tool) with Financial Planning and Analysis (FPA) team

Interact with and provide status updates to Application Owners and Project Champions

Perform SQL queries and updates daily on supported applications using SQL Server Management Studio (SSMS) platform

Interface with 3rd party software vendors for functionality, performance, and compliance issues several times a month

In addition to providing daily advice and support, I had the lead role in the assessment, customization, and deployment of a new Transportation Management System (TMS) intended to replace the 5 different TMS’s that were in place in the company.

The initial project scope targeted one operating division and involved approx. 60 people including software vendor project and development staff.

Provide guidance, design, coding for existing Transportation Management System (TMS) servicing 200+ users across 50 field locations and the Corporate Office staff

Project Manager for 20-month evaluation of new TMS conducting field and technical interviews, writing specifications for enhancements, interacting with software vendor, prepared training materials and trained field trainers and support staff, and conducted status updates with project champions. The internal project team included 8 admin staff, 6 IT staff, and approx. 40 field staff.

Define and execute initial Quality Assurance QA of developed or delivered software

Define and create KPI packages using SQL queries transferred into Excel for all levels in organization

Interact with and provide status updates to Application Owners (Group Presidents) and Project Champions (C level)

TFX Incorporated, Durham, NC 03/2003 to 05/2012

Director of Operations

Manage daily operations for 50 people at 8 field locations driving growth with a custom designed, software supported, analytical approach for each of the local managers.

OTHER RELEVANT EXPERIENCE

IVIS, Incorporated, Raleigh, NC

Software Product Manager

Financial software and software services provider that marketed to Fortune 1000 companies with over 1000 installs at its peak.

Manage daily activities of Client Services, Sales, Support, and Consulting teams.

Manage/perform customer process audits, develop project plans and lead execution teams on high profile projects.

Product owner for 2 financial applications with @ 300 installations.

General Electric – CBSI, Ft. Myers, FL

Fixed Assets Functional Coordinator/Program Manager

Managed software application used by operating divisions and by corporate tax reviewing needs and designing and managing deployment of functionality solutions to process issues.

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