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Financial Data Business Systems

Location:
San Jose, CA
Salary:
1
Posted:
October 29, 2025

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Resume:

Resume: Ben Felts

Director of IT Cloud & Business Systems Strategist

Cell: 949-***-****

Email: **********@*****.***

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Professional Summary

Strategic IT leader with 15+ years of experience driving enterprise technology initiatives across finance, retail, healthcare, and cybersecurity sectors. Proven success in managing financial systems (Epicor ERP, Oracle Hyperion, Zuora), leading cross-functional teams, and integrating cloud platforms using APIs and middleware. Adept at aligning IT roadmaps with business objectives, enforcing data governance, and optimizing vendor relationships. Strong communicator with a track record of delivering secure, compliant, and scalable solutions.

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Managed IT Services Consultant

Insight Global – Various Clients

Jan 2019 – Present

Client: ORA Cybersecurity Associates (Sep 2023 – Present)

• Led multi-cloud SIEM integration of AD logs into Azure Sentinel and Splunk, supporting financial system audit trails and compliance.

• Delivered strategic briefings on GPO restructuring and endpoint hardening to align with NIST and SOC 2 standards.

• Developed release schedules for secure AS2/SFTP protocols, supporting financial data exchange with external vendors via Gentran and Sterling Integrator.

• Oversaw middleware mapping for partner onboarding workflows, ensuring seamless integration with billing platforms.

Client: Skechers (Jan 2023 – Aug 2023)

• Automated PowerShell scripts to sync inventory and financial data between on-prem servers and AWS-hosted ERP systems.

• Implemented AD-based access controls and centralized log forwarding to Azure Sentinel for financial compliance audits.

• Participated in infrastructure modernization reviews, presenting risk mitigation strategies tied to financial system uptime and SLA adherence.

Client: BoxTech Solutions (Jul 2020 – Dec 2022)

• Deployed Barracuda CloudGen X firewall and integrated threat monitoring across Azure and GCP, securing financial data pipelines.

• Built MDM infrastructure with smart group segmentation to streamline onboarding for finance and billing teams.

• Authored SOPs for cross-cloud authentication and anomaly detection, supporting financial system integrity and audit readiness.

Client: DreamCraft Digital Marketing (Jan 2019 – Jun 2020)

• Migrated marketing and finance teams to Mac-based workstations with OneDrive/SharePoint integration for secure collaboration.

• Designed SOPs for compliance backups using Synology NAS and Azure Blob Storage, supporting financial data retention policies.

• Audited AD permissions and forwarded logs to Azure Sentinel to ensure financial system access controls met regulatory standards.

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IT Operations Lead

PC House Call (MSP)

Mar 2017 – Present

• Directed multi-cloud patching workflows across Azure, AWS, and GCP, reducing manual effort by 40% and improving financial system uptime.

• Led SIEM integrations to monitor AD lockouts and permission changes, supporting financial system access governance.

• Developed API sync release plans between ServiceNow, Jira, and cloud ticketing systems, enabling automated financial reporting workflows.

• Delivered onboarding documentation and Linux training for junior engineers supporting finance and ERP platforms.

• Presented quarterly security briefings and led phishing campaigns to improve compliance KPIs across finance departments.

• Maintained IT-Glue and Hudu documentation for cloud resource mapping and incident response tied to financial systems.

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Citrix Systems Engineer

LogMeIn / Citrix / GoTo

Jan 2012 – Dec 2016

• Created Azure Logic Apps playbooks for automated remediation of shadow IT activity impacting financial systems.

• Integrated Azure Sentinel with Defender, MCAS, and email connectors for forensic investigations tied to financial data breaches.

• Administered Deltek Vision ERP and Agency Bloc CRM hosted on AWS/Azure, enforcing secure access via AD and MFA.

• Implemented NIST 110 compliance for TPM 2.0 and BitLocker encryption across finance endpoints.

• Delivered SOPs and training for Okta Duo MFA and cloud security posture management for finance teams.

• Participated in final solution reviews for cloud security audits, presenting findings to finance and IT stakeholders.

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System Administrator

Arthrex Medical Technology

Jan 2006 – Dec 2011

• Deployed Azure Sentinel for SIEM/SOAR integration with AD, Defender, and MCAS, supporting financial system event correlation.

• Implemented EMS and Microsoft Teams across hybrid cloud environments to support remote finance collaboration.

• Configured AD and GPOs for secure access to cloud-hosted medical billing applications; enforced NIST compliance.

• Maintained DFSR, Namespace, and MX records to support reliable sync of financial data across cloud/on-prem systems.

• Administered ERP and CRM systems hosted in Azure and GCP, monitoring performance and access controls for finance teams.

• Led vendor coordination for secure cloud deployments and presented documentation for IT security audits.

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Certifications

• Microsoft Certified: Azure Fundamentals (AZ-900)

• AWS Certified Cloud Practitioner

• Google Associate Cloud Engineer

• ITIL Foundation Certification

• Microsoft Technology Associate (MTA)

• Cisco Certified Network Associate (CCNA)



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