Lawson / Infor and SAP FI/CO Senior Consultant

Reginald L. Ike

614-***-**** *********@*****.***

BRIEF SUMMARY

** ***** ** **** ********** in the Financial, Education, Retail, Distribution, Procurement, Change Management, and Healthcare arenas, the past 23 years in Consulting with a focus on Financial and Procurement applications such as Lawson / Infor and SAP. He has in-depth knowledge of many areas of finance (including insurance, real estate, tax, banking, treasury, securities, and cash management), and marketing.

Skill Sets in Lawson / Infor:

Lawson / Infor Financial Suite Versions 6, 7, 8, 9, 10, and 11 (CloudSuite FSM).

Infor CloudSuite Financials & Supply Management

Modules experienced with: Accounts Payable - AP, Accounts Receivable – AR, General Ledger - GL, Grant Management, Cash Ledger, Asset Management - AM, Currency, Project / Activity Management - AC, BL, BR, Flexible Budgeting - FB, Attributes, and Cost Allocation – CA, LBI, Process Flow, Smart Notes, Smart Office)

Lawson Procurement Suite (Invoice Matching, RQ, IC, PO)

Proficient in use of tools for standard and ad hoc report creation tools including: Crystal Reports, SQL, Fabric, Report Writer, Microsoft Add-in, and Infor Spreadsheet Design Tool (ISD)

Proficient with Infor’s Smart Office, Smart Reconciliation, Smart Notification, and IDM (Infor Document Management).

Professional Seminars, Certifications, Education and Training - Lawson

Lawson Financial Suite 7.x and 8.x Certification 1998, 2001

Lawson Procurement, Invoice Matching, GL, and AP v 7.x, 8.x, 9.x 1998, 2001

Lawson Grant Management 9.0 2006

Skill Sets in SAP R/3:

FI (GL, AP, AR)

FI-Asset Management, Cash Management

Special Purpose Ledger – Cost of Sales Accounting

CO – Cost Center Accounting, Internal orders

Product Costing

Costing based Profitability Analysis

Profit Center Accounting

Professional Seminars, Certifications, Education and Training - SAP

SAP Financial Accounting / Reporting (FICO) Level 2 training (AC010) 2004

Gartner Group Learning – FI System Configuration 1

Skill Builder DX – SAP R/3 4.6 Financial Accountant

Skill Builder DX – SAP R/3 4.6 AP Accountant

IBM Learning Services – SAP R/3 FI AR AP Account Document Posting

IBM Learning Services – SAP R/3 FI AR AP Organization Master Records

Additional Training

Hyperion 2001

Crystal Reports (Report Design I, II, AND III) v 9.0 2003

Project Management Methodologies: IBM’s Method Blue and SAP’s Ascendant

HP QC ALM

SQL – MySQL for Data Analytics and Business Intelligence 2017

SQL for Data Analytics: Advanced SQL Querying Techniques 2022

Microsoft Power BI Desktop for Business Intelligence 2023

Microsoft Fabric 2024

Several AI courses on GPT and agent creation, automation workflows, etc. 2023-2025

Project History:

As an Infor / Lawson Finance ERP Consultant for several US and overseas clients, June 2021 – Present

Infor CloudSuite (V11) Financials (APIA), Lawson (S3), Projects (AC), GL, AP, AM, AR, GM

Grant Management/Projects/Activities Management

Asset Management

General Ledger

Global Ledger

Accounts Payable

Accounts Receivable

Billing

APIA implementation

Managed Services (AP, AM, AC, AR)

Research and selection of document storage solution and expense management solution.

As an Infor / Lawson Finance ERP GL Consultant for CommonSpirit, January 2021 – May 2021

Lawson V10 / Infor CloudSuite V11 Financials (GL/AC/AM)

GL Staff Augmentation for CloudSuite implementation.

Creation and Maintenance of Activities

Creation and Maintenance of Accounts and Accounting Units

Upload and Conversion of Assets

As an Infor / Lawson Finance ERP Implementation / Configuration Consultant for Deloitte’s healthcare client, Nuvance Health in NY and CT, January 2020 – January 2021

Lawson V10 Financials (GL/AP/AC/MA/CA/AM)

Finance Tech Lead

Full Cycle implementation. Led Discovery and Configuration sessions, testing, conversions, and conducted training.

As an Infor / Lawson Finance/SCM ERP Systems Analyst for University of Colorado (UC Health) System, April 2019 – December 2019

Lawson V10 Financials / Supply Chain (GL/AP/SCM)

Performed analysis of the daily use and administration of assigned IT systems

Planning, design, development, and installation of assigned IT systems

Test and troubleshoot existing and proposed assigned systems

Provide training, support, and troubleshooting to end users.

As an Infor CloudSuite Financial Consultant for OneOncology, Nashville, TN September 2018 – March 2019

Infor V11 CloudSuite FSCM

Startup cancer clinic chain created from existing clinics from around the country.

Design, build, configure, and testing of Accounts Payable, Matching, Cash, and Expense Management

Test and troubleshoot AP, MA, and CB/CL modules

Infor XM setup

As an Infor / Lawson Finance Functional Consultant for Hard Rock International, Orlando, FL January 2018 – September 2018

Lawson V10 Financials (GL/AR staff augmentation)

Client is moving from Orlando, FL to Hollywood, FL. High turnover. Client brought consultants in to maintain operation of Accounts Receivable operation.

Entry and application of cash.

Reconciliation and reporting

Creation of upload tools to automate invoice creation

Project History Continued:

As an Infor / Lawson Finance Functional Consultant for West Virginia University Health System, Morgantown, WV, December 2017

Lawson V10 Financials

Planning, Testing, Optimization, and Documentation of Zero Dollar process

Planning, Testing, Optimization, and Documentation of Stale Dating process

Planning, Testing, Optimization, and Documentation of RNI process

As an Infor / Lawson Finance Functional Consultant and Team Lead for Enloe Medical Center, May 2017 – October 2017

Infor CloudSuite Financials & Supply Management new implementation

Documentation of existing and creation of new business processes

Creation of new company structure and chart of account

Development and validation of new policies and procedures

Creation and implementation of training

Documentation of new and existing Epic interface processes

As a Lawson Finance Functional Consultant for the Alameda Health System, Oakland, CA January 2017 – May 2017

Lawson 10.x Finance and Supply Chain enhancements and optimization

Creation of new company for Physician practice

Creation and maintenance of Business Process requirements

Testing of interface process to new company

Creation of process for payment of patient refunds utilizing CB module. Allowed client to avoid creating thousands of onetime vendors yet still allowing them to track payment and client information.

As a Lawson Finance Functional Consultant for Excellus BlueCross BlueShield of New York, Rochester, NY January 2016 – April 2016

Lawson 10.x Finance and Procurement optimization and strategy

Business Process Analysis (GL, AP, AR, PO)

Stale dating/Escheatment, Add-ins, Payroll to Lawson GL, GL Reporting

Lawson performance, Recurring Journals, Purging, AR/BL, 5 Day Close initiative

PO policy, AP Inquiry and standard reporting, Cash Ledger – Cash Code additions

As a Lawson Grant Management, Supply Chain, and Finance Functional Consultant for the Research Institute of Nationwide Children’s Hospital, Columbus, OH July 2015 – November 2015

Lawson 10.x Finance, Supply Chain, and Grant Management Implementation

Creation and maintenance of Future State Design Guides

Creation and maintenance of Business Process requirements

Creation and maintenance of Report Specifications

Creation and maintenance of CRP test scripts

As a Lawson Team Lead for TriHealth, Cincinnati, OH June 2015 – July 2015

Lawson 9.x Finance

Backfill position while TriHealth looked for a permanent resource.

Responsible for OnBase, Lawson, ImageNow, MHC, BSI, and ADP.

Project History Continued:

As a Lawson Functional Consultant for Cook County Health and Hospitals System, Chicago, IL January 2015 – May 2015

Lawson 9.x Finance and Supply Chain Reimplementation

Unique project where JD Edwards is the system of record for all payments. Had to create and setup system and train users how to use Lawson for everything but payments, which were still being handled by JD Edwards.

Finance was installed during a prior implementation, but we had to plan and design how we would use Lawson’s GL, AP, Cash Ledger, and Procurement, and Invoice Matching modules to work with JD Edwards.

Worked on Vendor File Cleanup, AP and IM processes.

Creation of process documents

Creation of all training materials for all Finance modules. Conducted training for all Finance modules.

Go Live support and Knowledge Transfer

As a Lawson Finance Consultant at Moffitt Cancer Institute, Tampa, FL, 12/14/2014 – 12/19/2014

Lawson 9.x Finance

Troubleshooting High Priority Finance and Matching issues.

As a remote Lawson Functional and Technical Consultant for Labor Ready, Seattle, WA October 2014 – December 2014

Lawson 9.x

Migration from Great Plains to Lawson.

Currency Setup.

Use of MicroSoft Add-ins to query data from TEST and upload to PROD for Finance and Procurement modules.

Creation of Excel and Add-ins query and upload files for client staff to use.

Work with cutover team for practice and live migration effort.

Knowledge Transfer

As a Lawson Functional and Technical Consultant for Tufts Health Plan, Boston, MA June 2014 – September 2014

Lawson 10.0.3.0

Lawson upgrade from 9.x to Lawson 10.0.3.0

Major UAT issue resolution in order to Go Live September 2014

Knowledge Transfer due to recent loss of several Lawson IT and functional resources

As a Lawson Senior Financial Analyst ( IT ) for Business Applications for the Keck Medical Center of USC, Los Angeles, CA December 2013 – July 2014

Lawson 9.0

Creation and revision of new companies and organization structure of recent and future hospital acquisitions of USC.

Chart of accounts reorg to meet OSHPD accounting and reporting standards.

Liaison between Finance and IT for Lawson Finance issues.

As a Lawson Conversion / Migration / Interface consultant for Northeast Georgia Health Systems, Gainesville, GA October 2013 – April 2014

Lawson 9.0 to Paragon

AP conversion: Vendors, Payments, Vouchers, Distributions, etc.

Data cleanup, Conversion validation, error analysis and correction.

Maintenance and troubleshooting of patient refund and other interfaces.

As a Lawson Master Data Management consultant for St. Vincent Hospital (Ascension Health), Indianapolis, IN April 2013 – September 2013

Lawson 9.0 to PeopleSoft

Requisition, PO, Par, Agreement, Vendor, Item Master, Item Location, and UOM creation, maintenance and conversion assistance.

Project History Continued:

As the Lawson Technical Manager of Application Systems for the Cleveland Clinic, Cleveland, OH Feb 2012 – Jan 2013

Lawson 9.0

Managed staff of 6 technical employees supporting the Lawson Financial and Supply Chain systems

As a Lawson Financial Consultant for the USC Hospitals, (Keck Medical Center of USC and USC Norris Cancer Hospital) Los Angeles, CA, Dec 2011 – Mar 2012

Lawson 9.0

Performed various Finance operation and project tasks until a permanent employee could be found. These duties included month-end close, vendor updates and maintenance, accounting unit and account updates and maintenance. Additional duties included analysis of Lawson Financial system setup and configuration, GL knowledge transfer, interviewing prospective candidates, review of interface documentation, Lawson Add-ins training, and resolution of invoice matching issues.

As a Lawson Financial Consultant for the Cleveland Clinic of Abu Dhabi, United Arab Emirates 2011

Lawson 9.0

Requirement to Process mapping for all Finance modules

Finance configuration and data audit

Interface documentation and validation

Report design and documentation

Successful creation, completion and approval of Application Detail Design document.

As a Lawson Financial Consultant for Premier Health Partners, in Dayton, OH 2010

Lawson 9.0

Creation and maintenance of Lawson Report Writer and Crystal reports for LBI Dashboard

Ad-hoc Excel report creation and data manipulation

Publishing of Crystal Reports to LBI Dashboard

Microsoft Add-ins data queries, uploads, and validations

Assist with Process Flow Functional Design creation

Provided post Go-Live functional and technical consulting support for client

As a Lawson Financial Consultant for New York Blood Center, in New York, NY 2010

Lawson 8.0

Provided post Go-Live functional and technical consulting support for Grant Management.

Creation of Grant Management training materials for Principal Investigators.

Conducted Grant Management training for Principal Investigators

As a Lawson Project Manager and Financial Consultant for Affinion Group, in Dublin, OH, 2009

Lawson 8.0.3 upgrade to Lawson 9.0.1

Responsible for a $991,000 upgrade project; Created Conversion plan and Project plan. Came in on time and $100,000 under budget.

Differences Training; Process review; Best Practices

46 interfaces and 4 Custom programs

Lawson LS9 security

As a Lawson Financial Consultant for Aspetar (Qatar Orthopedic and Sports Medicine Hospital), Doha, Qatar, 2009

Lawson 8.0.3 implementation

Implementation troubleshooting

Creation of UAT (User acceptance testing) scripts for all Lawson Financial modules.

Asset, Budget, Accounting unit uploads

Flexible Budgeting training

Accounts Receivable - AR training and Setup

Project History Continued:

As a Lawson Financial Consultant for St. Joseph’s Medical Center, in Brainerd, MN, 2008

Lawson 9.0

Created new GL, Cash Ledger, and AP Companies

Created Conversion plan and converted GL Balances

Converted Assets

Converted Budgets (Flexible Budgeting)

Created new Report Writer Reports

As a Lawson Training Manager for the Chicago Housing Authority, in Chicago, IL 2008

Lawson 9.0

Created 8.0 to 9.0 Lawson Differences training plan

Moderated Lawson Procurement, HR/PR, and Financial Differences training

Reviewed 9.0 Technical Support training plan

Created End User training plan and materials for LBI, Process Flow, Smart Notes and LBP

As a Lawson Financial Consultant for XM Satellite radio, in Vienna, VA 2008

Lawson 8.0

Provided functional and technical consulting for proposed XM and Sirius satellite radio merger

Created new companies and uploaded new Company and Org Codes

Queried GLAMOUNTS table to convert balances to new companies

Setup AP and Cash Ledger for new companies.

Transferred assets from old companies to new.

As an SAP FI Consultant for Commercial Vehicle Group, in New Albany, OH 2008

SAP R/3

Queried SAP to document system settings.

Ran financial programs to provide CIO financial data on newly acquired division.

As a Lawson Financial Consultant for Marsh Supermarkets, in Indianapolis, IN 2008

Lawson 9.0

Provided post Go-Live functional and technical consulting support for GL, AR, AP, LM, and AM.

As an SAP FI/CO Trainer for Abbott Labs in Columbus, OH 2008

Fully developed training materials and trained to the materials for 150 end users. GL and A/P. Software used: RWD Info Pak, Word, PowerPoint, Visio. Created training materials for a large number of customizations.

As a Lawson Financial Consultant for Eze Castle, in Boston, MA 2008

Lawson 9.0

Provided functional and technical consulting for a GL and Asset conversion. Focus was primarily on AC and FB. Mapped new accounting units and accounts to new upload and conversion spreadsheets. Uploaded new data to new environment. Worked with Activities conversion programs.

As a Lawson Financial Consultant for Butler International, in Ft. Lauderdale, FL 2008

Lawson 9.0

Created ad-hoc GL, AP, and AR queries

Provided Report Writer and MicroSoft Add-ins support and training. Created several new reports so that client was able to view financial data via industry verticals.

As a Lawson Financial Consultant for Things Remembered in Cleveland, OH 2008

Provided Year end close support for General Ledger, Assets, and Accounts Payable.

Project History Continued:

As a Lawson Financial Consultant for Taylor Corporation in Mankato, MN 2007

Provided functional and technical consulting for a Chart of Accounts and Accounting Unit revision project. Focus was primarily on GL, AP, PO, MA, IC, and RQ. Mapped new accounting units and accounts to new upload and conversion spreadsheets. Uploaded new data to new environment. Worked with conversion programs and tested data integrity.

As a Lawson Financial Consultant for Smart and Final in Los Angeles, CA 2007

Provided Go-Live support for Accounts Payable. Focused on follow up training and invoice queries and uploads.

As a Lawson Financial Consultant for Labor Ready in Tacoma, WA 2007

Provided some project management, as well as functional and technical consulting for a Lawson upgrade and conversion project. Focus was primarily on GL, AP, CB, and AR.

As a Lawson Financial Consultant for Taylor Corporation in Mankato, MN 2007

Provided technical consulting for a Chart of Accounts and Accounting Unit revision project. Focus was primarily on AP, PO, MA, IC, and RQ. Use of Microsoft Add-ins to query and document current setup. Prepared upload files for new environment.

As a Lawson Financial Consultant for Phoenix Children’s Hospital in Phoenix, AZ 2007

Performed Business Needs Analysis for AP, GL, Image Now imaging system, Assets, Activities, and Cash Ledger.

As a Lawson Financial Consultant for UCLA Hospital in Los Angeles, CA 2007

Provided Go-Live support for General Ledger, Assets, and Activities.

As a Lawson Financial Consultant for Diakon Lutheran Social Services in Mechanicsburg, PA 2006

Conducted Application Exploration for General Ledger, Accounts Payable, and Cash Ledger. (Also, Report Writer, Uploads and Queries using Microsoft Add-ins, Transaction Writer, Allocations, and Consolidations).

Conducted CRP for General Ledger, Accounts Payable, and Cash Ledger

Conducted a partial level reorganization of the social service organization’s hierarchy.

Documented configuration and setup decisions.

As a Lawson Financial Consultant for Rue21 in Pittsburgh, PA 2006

Performed Business Needs Analysis and Application Exploration for Accounts Payable, Tax, and Cash Ledger

Conducted CRP for Accounts Payable, Tax, and Cash Ledger

Created Lawson Add-ins query and upload procedures for cash transfers and reconciliation

Designed and configured production environment for Go-Live

Documented configuration and setup decisions.

As a Lawson Financial Consultant for Warnaco in Milford, CT 2006

Created and revised various financial analysis reports using Lawson’s Report Writer.

As an SAP CO Consultant for the University of Cincinnati in Cincinnati, OH 2004 - 2005

SAP R/3 implementation, mySAP Business Suite components: SAP R/3 Enterprise, SAP Strategic Enterprise Management – Budget Planning and Simulation, mySAP Enterprise Portal and SAP Business Information Warehouse).

General Ledger / Finance team member responsible for configuration of client’s CO Assessment/Distribution modules to allocate expenses among various business areas of university departments.

Created BPP’s, Unit Test scripts, and Integration Test scripts for General Ledger / Finance team.

Managed Project Plan for Integration Testing phases one and two.

Assisted with creation of Go-Live Assessment and Knowledge Transfer Assessment.

Assisted in management of Project Plan for R/3 cutover.

Project History Continued:

As an SAP FI and Change Management Consultant for Ashland Chemical, in Dublin, OH 2004

SAP R/3 implementation

Change Management team member

Created a Change Management 101 course for client team members.

Created Knowledge Transfer strategy, plan, and measurement tool.

Developed End User Education and Training Strategy.

Laid the groundwork for the Change Readiness Assessment program.

Developed the Risk Mitigation strategy.

Prepared the Business Transformation portion of the Deployment work plan.

As an SAP FI Consultant for Customs and Border Patrol (Dept. of Homeland Security) in Fishers, IN 2003 - 2004

SAP R/3 implementation, Replacement of legacy systems,

Worked with Finance team (AP Sub-team) to implement SAP R/3

Created BPD’s, BPP’s, RDD’s, and COE’s, which documented new SAP functionality for Federal Government (Prompt Payment Act, IPAC/Government Billing, Automated Disbursements, Check Cancellation, Payment Statistical Sampling, etc.)

Upon Go-Live, assisted with SAP Help Desk in VA.

As a Lawson Financial and Procurement Consultant for Atlanta Public Schools, Atlanta, GA 2001 - 2003

Lawson 8.0.2

Financial and Procurement team member

Team lead for Asset Management module implementation

Analyzed business processes and identified improvement opportunities.

Recommended changes to current policies and procedures to enhance efficiency.

Designed the future state business processes and end-user procedures.

Configured the software application to fit the customer’s specific needs.

Interacted between the customer and IBM technical staff to help determine interface and conversion requirements.

Phase 1 Fit-Gap analysis.

Team lead for SEA in regard to Requisitions and Receiving

As a Lawson Financial / Procurement Consultant for Cape Fear Valley Health System in Fayetteville, NC 2000

Lawson 7.0

Performed Business Needs Assessment and ROI proposal. (How much money and FTE’s would the client save by implementing Lawson.)

Analyzed business processes and identified improvement opportunities.

Recommended changes to current policies and procedures to enhance efficiency.

Designed the future state business processes and end-user procedures

As a Lawson Financial and Procurement Consultant for Roswell Park Cancer Institute, Buffalo, NY 2000

Lawson 7.X

Full implementation of Lawson Financials and Procurement

AP, GL, Cash Ledger, Asset Management and Activity Management setup decisions with the hospital staff.

Documentation (flowcharts) of the current procedures through interviews of staff members

Creation of new procedures with Lawson in place

Creation of CRP's (Conference Room Pilot test scripts)

Documentation, Comparison, Analysis, and Creation of Reporting Requirements

Creation of User Training manuals and competency exams

Training of hospital staff who were to be the trainers. (Train the Trainers).

Creation of Cash Ledger Training manual.

Set up of Employee Expense/Employee Advance, Invoice Matching, 1099 Reportable Income modules.

Security setup

Creation of custom reports (the framework for IT to create the reports)

Creation of Lawson based Policies and Procedures (to replace their old systems’ P & P’s)

Project History Continued:

As a Lawson Financial and Procurement Consultant for Sibley Memorial, Washington, DC 1999

Lawson 7.X

Full implementation of Lawson Financials and Procurement

AP, GL, Cash Ledger, Asset Management and Activity Management setup decisions with the hospital staff.

Documentation (flowcharts) of the current procedures through interviews of staff members

Creation of new procedures with Lawson in place

Creation of CRP's (Conference Room Pilot test scripts)

Documentation, Comparison, Analysis, and Creation of Reporting Requirements

Creation of User Training manuals and competency exams

Training of hospital staff who were to be the trainers. (Train the Trainers).

Creation of Cash Ledger Training manual.

Set up of Employee Expense/Employee Advance, Invoice Matching, 1099 Reportable Income modules.

Security setup

Systems testing

Creation of custom reports (the framework for IT to create the reports)

Creation of Lawson based Policies and Procedures (to replace their old systems’ P & P’s)

As a Lawson Financial & Procurement Consultant for Washington Hospital Center, Washington, DC 1998 - 1999

Lawson 7.X

Full implementation of Lawson Financials and Procurement

AP, GL, Cash Ledger, Asset Management and Activity Management setup decisions with the hospital staff.

Documentation (flowcharts) of the current procedures through interviews of staff members

Creation of new procedures with Lawson in place

Creation of CRP's (Conference Room Pilot test scripts)

Documentation, Comparison, Analysis, and Creation of Reporting Requirements

Creation of User Training manuals and competency exams

Training of hospital staff who were to be the trainers. (Train the Trainers).

Creation of Cash Ledger Training manual.

Set up of Employee Expense/Employee Advance, Invoice Matching, 1099 Reportable Income modules.

Security setup

Systems testing

Creation of custom reports (the framework for IT to create the reports)

Creation of Lawson based Policies and Procedures (to replace their old systems’ P & P’s)

QUALIFICATIONS

SAP & Lawson:

Guided companies through setup decisions for FI, CO, AP, IM, GL, Cash Ledger, Asset and Activity Management.

Created documentation (flowcharts) of current and recommended procedures through interviews of staff members.

Creation of CRP's (Conference Room Pilot test scripts).

Documentation, comparison, analysis, and creation of reporting requirements.

Creation of user training manuals and competency exams.

Proficient in use of SAP, Crystal, Excel, Word, Project, Power Point, Lotus Notes, RWD Info Pak, and Visio

Training of staff who will be doing end user training. (Train the Trainers).

Gather User and Business Requirements, Business Modeling, Use Case Analysis

Set up of Employee Expense, Invoice Matching, 1099 Reportable Income sections and modules.

Security setup, systems testing, creation of the frame work of custom reports, creation of Lawson based Policies and Procedures (to replace their old systems’ policies and procedures)

Preparation of business case and project plan for Lawson Financials application upgrade. (7.2.4 to 8.1)

Creation of charter for conversion from Great Plains to Lawson

Trained in analyzing financial data for forecasting, investment, and developing marketing decisions.

Experience with banking, insurance, retail, real estate, tax, securities, and commodities markets.

Analytical approach to research, analysis and organization of data.

In depth Risk Mitigation and Change Management experience.

Accounting/Financial Control and Analysis:

Developed budget analysis program to simplify budget review process which resulted in one person doing the work of seven and allowed for greater accuracy in future budget forecasting.

Partnered with Controller and Treasurer in preparation and analysis of budgets of 35 YMCA centers and camps.

Undertook study of current and alternative statistical methods of forecasting Worker's Compensation expenses, with resulting analysis showing that parent company had been overcharging subsidiary in excess of $1.2 million.

Compiled weekly cash report, as on of many treasury related duties.

Analyzed and reviewed investment and fixed asset transactions.

Assisted in preparation of year-end audit schedules.

Conducted sensitivity analysis of effects of inflation and inventory levels on LIFO reserve provision and related tax consequences.

Monitored and determined performance figures of the YMCA's various equity and bond fund managers. (Totaling $28 million in assets).

Reconciled contract agencies' receipt and expenditure records with the City of Columbus Auditor's Office.

Prepared quarterly budget reports for Federal government (VISTA program).

Reviewed budget proposals and modifications, as well as provided technical assistance to contract agencies.

Special Projects:

Assisted in preparation of acquisitions and divestitures handbook

Designed cash flow training manual and working capital maintenance section of asset management handbook for non-financial managers

Was responsible for analysis and projection of sales, inventory and demand to determine appropriate allocation of merchandise to 605 stores

PROFESSIONAL HISTORY

Huron Consulting Group, Chicago, IL, October 2022 – April 2025

Digital Consulting Architect, Director

PFS Software Solutions, LLC, Pickerington, OH

Project Lead / Senior Consultant / Trainer, February 2008 – Present

Infor, Columbus, OH

Solution Consultant, Principal, April – October 2016

Paradigm Business Solutions,

Project Lead / Senior Consulting Specialist, May 2006 – February 2008

BISYS, Columbus, OH

Senior Application Specialist, October 2005 – May 2006

Comair (under PDR “Professional Data Resources” - as an independent contractor), Cincinnati, OH

Lawson Project Manager and Business Analyst, July 2005 – October 2005

IBM, Columbus, OH

Lawson and SAP Financial & Procurement Consultant, November 2000 – June 2005

ReSource Partner (subsidiary of Interliant, Inc.), Columbus, OH

Lawson Project Manager, July 2000 – November 2000

Implementation Specialists for Healthcare, West Orange, NJ

Lawson AP/GL Consultant, 1998 - 2000

EDUCATION

Florida A& M University, Tallahassee, FL

B.S., Business Administration, 1990

3 semesters of MBA coursework in Finance 1990 - 1991

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