Functional Skills

Business Planning
Business Analysis
Communications
Project Management
Sales Operations
Process Design / Re-engineering
Business Process Outsourcing
Supply Chain Management
Technical Accounting
Digital Care Delivery Model

Software Skills

Jira
SQL
Cloud computing

Certifications

CPACertified Public Accountant

Sector Experience

Business Services
Consumer Goods
Manufacturing
Technology
Telecom
Fortune 500
Top Consulting Firms

Experience

Fullerton & Campbell, LLC Management Consulting
Consultant / Principal /Owner
12/2015 - Present
Fullerton & Campbell provides Business Analysis, business process mapping, and financial systems consulting on an independent contract basis. I specialize in financial systems implementations, upgrades, and conversions in SAP, Oracle, and other ERP environments.

ELBIT SYSTEMS Information Technology
Project Manager II, Data Integration
3/2022 - 2/2023
Elbit Systems of America, LLC is a U.S.-based wholly owned subsidiary of Elbit Systems Ltd., a leading global source of innovative, technology-based systems for diverse defense and commercial applications.
•Lead conversion of Master Data (MD) from Oracle and BAAN to Infor LN instance
● Supplier, Item, and Common data
•Collaborate with other work streams to perform root cause analysis and correct disconnects in transactional data.
•Direct team of ETL and Development resources for data conversions.
● Reduced conversion errors by 85%
● Initial MD and Transactional loads now 98%+
•Lead resolution of HPQC defect tickets for assigned workstreams.
•Assist other PM's to align development and deployment efforts across workstreams.

ABC Supply Company Information Technology
Business Process / ERP Implementation Consultant
9/2020 - 2/2022
ABC Supply Co., Inc. is the largest wholesale distributor of roofing in the United States and one of the nation's largest distributors of siding, windows and other select exterior and interior building products, tools and related supplies. Lead requirements gathering sessions, document future state processes, and create integrations mappings for conversion from POS to Agility ERP and Stibo MDM/Product Management tool.
•Successfully mapped Suppliers, Products, Pricing, Tax, Bill of Lading (BOL), and Unit of Measure (UOM) elements for conversion into ERP system (Agility).
•Developed requirements for implementation/update of Avalara Tax software.
•Created data mapping specifications for Stibo (MDM) to Agility.
•Developed future state process maps for third party integrations to new ERP.
•Created new requirements, field mapping, and functional specifications document templates.
•Created and Managed Epics and User Stories with team refinement.
•Created use case and test case scenario

Rotary International Information Technology
Business Process / Financial Systems Consultant
4/2019 - 4/2020
International Not-For-Profit provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders. Lead Current State and Future State Business Process mapping sessions for Global Not-For Profit client. Business processes included RTR, PTP, Grants, Donations, Fixed Assets, and Manage Cash. Worked with project sponsorship team to create Vendor Rating Matrix for selection new System Integrator for Oracle Cloud implementation.
•Led client development sessions to define new Legal Entity, General Ledger, and Cost Center structure for improved data flow and ease of transaction approval / audit
•Reduced number of Future State Processes by 38%.
•Mapped source (PSFT) to target (Oracle Cloud) for historical data conversion
•Suggested potential policy changes to enhance data flow / data capture and reduce transaction count and cycle times
•Completed project on time, under budget, with expand

United Airlines Information Technology
Financial Systems / PPM consultant
2/2017 - 11/2018
International air carrier Created framework for financial data capture, workflow, and capital project approval process inside Computer Associates Project and Portfolio Management tool (CA PPM). Created Functional Specifications for financial integrations between Oracle EBS, Oracle Projects, and cloud-based CA PPM tool. Created use cases, test scenarios, and performed system testing. Trained client personnel on task assignments, financial plan creation, budget request creation and approval routing
•Designed Future State workflow for project approvals, budgetary control and approval, and Budget Vs Actual reporting for project and portfolio levels. Eliminated manual process to maximize investment in PPM tool. Leveraged existing Oracle EBS and Oracle Projects instances.
•Reduced time from project ideation to approval by 40%
•Worked with HR Partners to socialize new Resource Manager role / concept.
•Created process to ensure fixed assets in-service date captured and communicated to Fixe

Pfizer Management Consulting
Project Manager / Business Process Analyst
12/2015 - 12/2016
Medical breakthroughs that change patients' lives.
Project Manager for a US reverse organization program for retired medical device platforms. Worked across Sales, Marketing, Supply Chain, and Clinical Implementation teams to coordinate return of retired product with implementation of new serialized devices. Created Quality Documentation to satisfy FDA requirements for new device tracking requirements
• Created new, custom S/4 SAP module with FICO, MM, IM, SD, and FA to facilitate FDA required reporting and product tracking for FDA / serialized products (21 CFR 820).
• Integrated new S/4 module into RTR, PTP, and QTC (Quote to Cash) workflows.
• Created integration to Fixed Assets group for placed (owned) assets worldwide.
• Converted and reconciled 40k units of device data from legacy applications to new custom SAP application
• Created process flow diagrams in Visio to integrate device data into SalesForce.com for lead generation

Sandpoint Consulting Information Technology
Principal Consultant
8/2013 - 3/2015
Boutique SAP BPC consulting firm Implemented SAP Enterprise Performance Management (EPM)(BPC) 7.5 and 10.0 NW and MS in multiple client environments. Created reports and input templates in BPC. Loaded and reconciled data from source systems (FICO, Oracle) into BPC and BW. Maintained issue logs, risk registers, created weekly project status reports, and functioned as single point of contact for client communications. Led requirement sessions, trained client personnel on SAP Project documentation through Solution Manager, facilitated JAD sessions, and provided guidance on long term financial reporting and data warehouse strategy.
•Created applications for Sales & Operations Planning (S&OP) Actual, Budget, and Forecast in manufacturing environments
•Created Product Line P&L, product costing, and margin analysis capabilities.
•Created Gross Margin report for Product Line analysis not previously available.
•Created design documentation to include Business Requirements, Functional Specif

Capgemini Management Consulting
Project Manager/Architecture Lead SAP EPM
2/2012 - 8/2013
Global leader in consulting, technology services and digital transformation Lead implementation teams of 3-5 BPC professionals in multiple industries to implement SAP BPC NetWeaver (NW) and Microsoft (MS) 10.0 versions. Lead requirements gathering sessions, client demonstrations, and participate in pre-sales consultations. Provide expertise in FP&A process, reporting strategy, data warehouse / data mart design and applications.
•Defined the Record to Report (RTR) process for manufacturing implementations of BW 7.4 and EPM NW 10 using SAP Solution Manager for documentation
•Created process documents and show client personnel the movement of data through from source modules of SAP (FICO, MM, PP, IM, and WM) to SAP BW and EPM
•Created models for project cost and headcount estimation, SOW creation, and project Profit & Loss (P&L).

Pactiv Corporation Information Technology
SAP BPC Architect / Administrator & Supply Chain Conversion Team
7/2010 - 2/2012
Global manufacturer and supplier of consumer food and beverage packaging and storage products. Developed and maintained version 7.0 and 7.5
● BPC environments, including writing and tuning script logic, performing data loads, and reconciliations among source systems. Provided first line user support, training, and troubleshooting assistance for over 200 users worldwide. Formed BPC user group to allow users to share knowledge across business units and make them more self-sufficient.
•Created input templates and reports for the Plan to Produce (PTP) and Sales & Ops Planning (S&OP) cycles for 63 manufacturing and 16 distribution locations
•Extracted / loaded FICO data to BPC for monthly management reporting and forecasting.
•Assisted the Logistics group with implementations of SAP Warehouse Management (WM), Production Planning (PP), and Fixed Assets (FA) modules in acquired facilities
•Set up new materials in MM, create storage locations, and enter fulfillment rules
•Integrate acqui

Abbott Labs Information Technology
PMO Manager / Reporting Manager
1/2010 - 6/2010
• Managed the monthly dashboard reporting process for Abbott's R&D IT PMO, including CPI/SPI/KPI's at the project and program levels
• Trained new project managers on Project Server 2003, Project Professional 2003, and Project Web Access (PWA)
• Documented and automated PMO processes for greater month end reporting efficiency