Functional Skills
Accounting Software Implementation
Supply Chain Management
ERP Implementation
Data Collection / Research
Communications
Software Skills
Dynamics 365
Jira
Jupyter notebook
Salesforce
SAP
Sector Experience
Agriculture
Manufacturing
Technology
Transportation & Logistics
Travel & Hospitality
Languages
English
Experience
CF Consulting LLC
Management Consulting
Managing Member
1/2021 - Present
Contractor for Microsoft Dynamics Business Central Implementation Consultant/Liaison between corporate clients and Microsoft Partner(s).
• Perform end-user finance and functional support for both pre- and post- NAV and BC implementations.
• Partner with IT team in distribution/logistics technology space to assist with finalization of their implementation.
• Facilitate end-to-end implementations and ERP solutions in food & beverage, cannabis & warehousing/ distribution/technology/logistics.
• Perform end-user finance and functional support for both pre- and post- NAV and BC implementations.
• Partner with IT team in distribution/logistics technology space to assist with finalization of their implementation.
• Facilitate end-to-end implementations and ERP solutions in food & beverage, cannabis & warehousing/ distribution/technology/logistics.
LipFlavz
Finance
Interim CFO
10/2020 - Present
Write and compile comprehensive Business Plan including full financials, 5-year forecast, cash flow, return on investment and Pitch Deck for presentation to potential investors.
✯ Apply for and obtain Nevada LLC, IRS EIN, Nevada EIN, Trademark, etc.
✯ Establish financial statements, develop and write SOPs for Accounting and Operations.
✯ Market Business Plan and Pitch Deck to potential Angel investors for seed money, loans, lines of credit for Equity Stakes in the company.
✯ Apply for and obtain Nevada LLC, IRS EIN, Nevada EIN, Trademark, etc.
✯ Establish financial statements, develop and write SOPs for Accounting and Operations.
✯ Market Business Plan and Pitch Deck to potential Angel investors for seed money, loans, lines of credit for Equity Stakes in the company.
FlowerOne
Finance
Accounts Receivable Manager
9/2019 - 12/2020
Internal Dynamics resource for accounting operations. Leverage implementation expertise in MS Dynamics to develop and execute cross-functional accounting deliverables with ISV, automate/streamline processes.
• Managed NAV configuration partnering with ISV, using Rapid Start & UAT testing of dimensions and items, and sync data between UAT and Live as needed.
• Executed clean-up projects to correct 1.5 years of activity for 500+ AP Vendor balances & backlog of AR & Cash Receipt records.
• Managed NAV configuration partnering with ISV, using Rapid Start & UAT testing of dimensions and items, and sync data between UAT and Live as needed.
• Executed clean-up projects to correct 1.5 years of activity for 500+ AP Vendor balances & backlog of AR & Cash Receipt records.
Alpine Silica, LLC
Corporate Strategy & Development
Controller
10/2018 - 9/2019
Partnered with IT & ISV to implement and improve data flow between NAV and TCS (truck loadout) ERP.
• Liaison with ISV to drive NAV customizations including dimension and inventory configuration and custom reporting; included UAT testing prior to Go Live, including use of Rapid Start capability.
• Reconciled 2 years' activity in Balance Sheet accounts, ensuring 100% audit readiness.
• Spearhead process improvements to reduce monthly close from 15+ to 5 days.
• Liaison with ISV to drive NAV customizations including dimension and inventory configuration and custom reporting; included UAT testing prior to Go Live, including use of Rapid Start capability.
• Reconciled 2 years' activity in Balance Sheet accounts, ensuring 100% audit readiness.
• Spearhead process improvements to reduce monthly close from 15+ to 5 days.
Freeman Expositions, Inc.
Finance
Cost Accounting Manager
12/2016 - 10/2017
✯ Facilitate and implement improvements with I.T staff to automate SAP project and internal order creation.
✯ Identify cumbersome accounting and software processes to streamline, and design efficient solutions with new SOPs.
✯ Identify cumbersome accounting and software processes to streamline, and design efficient solutions with new SOPs.
Freeman Expositions, Inc.
Accounting
Director of Accounting & Administration
9/2009 - 12/2016
✯ Streamline and simplify freight revenue accounting, carpet accounting, and provide streamlined expense tracking for accurate P & L forecasts.
✯ Established Kronos labor tracking to assist with volume-driven staffing levels for flexible contract employees.
✯ Internal audit leader instrumental in revealing software mapping errors to allow for corrections to material inventory balance sheet, revenue and expense accounts.
✯ Established Kronos labor tracking to assist with volume-driven staffing levels for flexible contract employees.
✯ Internal audit leader instrumental in revealing software mapping errors to allow for corrections to material inventory balance sheet, revenue and expense accounts.