Projects

NetSuite ERP Implementation

• Leading implementation of NetSuite ERP for PFT medical device manufacturer with multiple locations and international footprint. Led charge to consolidate disparate accounting, manufacturing, and CRM systems into cohesive single source (QuickBooks, Salesforce, HubSpot, Sage 50, and Syspro).

NetSuite ERP Conversion from Sage 50

• Led finance and accounting team through conversion of accounting software from Sage 50 to NetSuite ERP for parent organization and 11 subsidiaries. Conversion completed within 90-day deadline with no exceptions. Conversion included 30-month historical trial balance, accounts receivable, accounts payable, inter-company transaction. Team member for design and implementation of automated inter-company journal entry elimination for 16 companies

ERP Solution

• Team member to design and implement custom Oracle based ERP solution to integrate sales process, service delivery, and accounting functions into companywide system. Team lead for design of user interface for accounting and operations.

Accounting Forensic/Restatement

• Led team to reconcile and restate failed accounting system implementation. Completely reorganized and restated six months of financial statements from scratch. Created new chart of accounts and reorganized financial statements to assist CEO and investor in managing business.

Audit Post and Pre-Acquisition

• Lead liaison with CBIZ, a top 20 accounting firm, to complete pre and post audit for acquisition by private equity firm of SMB with 16 operating entities. Audit included revenue recognition, purchase accounting, EBITDA, QOE, cash, equipment, equipment, and more.

Budget & Re-forecast

• Selected to create budget for 11 subsidiaries of private equity financed firm. Led project to integrate subsidiary budgets into single parent operating entity. Recruited to perform re-forecast mid-year.

Purchase Accounting Acquisition

• Recruited by CFO to complete purchase accounting for sale of business based on flow of funds. Split revenues and expenses between old and new entities. Opened and closed 11 subsidiaries new and old companies. Reconciled to ensure all funds accounted for properly.

Cash Forecast – Treasury – Data Analytics

• Hand selected to design and implement cash forecast for private equity financed firm with 16 subsidiaries. Implemented daily, weekly, 13-week automated cash forecast with bank reconciliation of +25 accounts over +6 banks. Created automated program with Tableau data analytics software to increase efficiencies and presented to C-Suite.

Treasury Services

• Designed and negotiated treasury infrastructure for private equity backed three company roll-up strategy with 16 operating subsidiaries. Independently developed and consolidated existing multi-vendor structure into single provider. Led training to convert disparate 6-person team into single operating unit. Services include checking, positive pay, purchase card, merchant services, inter-company, and lock-box.

Treasury and Online Merchant Services

• Led technology and finance team to design and implement integrated merchant services solution into multiple online websites and ERP. Included services from PayPal, Amex, Discover, Visa, and Master Card. Negotiated merchant services agreements with PCI compliance and encryption technology.

Credit Card Import NetSuite

• Designed and implemented automatic import of transactional data into NetSuite. Completed import manual and NetSuite template for use by company to speed the learning and document the process. Reduced prior import time by 8 hours per month.

Automated Lead Flow Assignment

• Team member to design and implement automated lead flow assignment to sales staff. Included pop-up alerts and tracking reports. Increased efficiency of assignment by zip/area code and reduced errors.

Cloud Computing Conversion

• Led team to convert existing IT infrastructure to cloud computing solution. Eliminated hardware, reduced cost, and increased capabilities. Completed move from ViaWest to Savvis data center and migration to cloud. Provided flexibility of cost for testing of web-based business services.

Customer Agreement Automation – DocuSign

• Led team to design, implement, and integrate automated contract signature using DocuSign into custom ERP. Project increased sales through automated signature process and reduced sales processing.

Merchant Services Solution

• Led team to design and implement multiple websites to process credit cards securely through online sales process. Utilized secure software to process PayPal, American Express, Visa, and Master Card.

Online Commission Calculation

• Team lead for design of oracle based automated commission calculation for sales force and service delivery staff. Calculation provided staff with real time commission calculations and reduced errors.

SaaS Telematics Fleet Software Optimization

• Selected to lead multi-department team to recommend, design, and implement Telematics/GPS solution +500 automotive fleet. Firm was straddling multiple instances of SaaS software providers (Geotab, Fleetmatics, and AirIQ) and needed a single solution to support +700 drivers. Completed recommendation, presented final proposal to C-Suite, and implemented. Conversion and integration with the new provider completed within tight deadline. New software functionality included safety ranking, fleet fuel card, and maintenance tracking.

VOIP ShoreTel Deployment

• Led the design, build-out, and deployment of ShoreTel VOIP solution for 100 HQ and 150 remote staff members. Implemented VPN, hardware installation, and automated help desk support / call center. Integrated 6 T1 and redundant system to ensure 99.99% up-time. Collocated hardware at HQ and Savvis data center with continuous backup.

Capital Expenditure Ordering Process Redesign

• Growing medical/hospital transportation and logistics firm was losing a competitive edge by using of an antiquated capital expenditure ordering process. Spearheaded an initiative to analyze the existing practice, then redesigned and implemented an enhanced strategy that reduced equipment financing costs as well as provided structure to the current equipment replacement process. Successful completion of the effort required negotiation of a $2.5 million dollar operating and capital lease line of credit with major financing provider. New process includes the ability to forecast equipment needs thus allowing advance placement of factory orders, diversifying equipment financing providers, and developing end of lease options. Achieved +$120k annual increase in cash flow and EBITDA, while increasing service quality and operation efficiencies.

Fleet Fuel Card Program Restructuring

• Restructured corporate fuel card program to include receipt of rebate % on total dollars spent and $0.05 per gallon of gas purchased with a national provider that required no additional internal administration resources. Program achieved 80 bps reduction in annual fuel spend and increased cash flow by $15k annually. Project included existing contract review as well as renegotiation with external partners (Comdata, Wright Express (WEX) and US Bank Voyager Fleet Cards).

Merchant Services Credit Card Program

• Designed and implemented program to utilize procurement card for payment of vendors and expense reports. Integrated solution into accounting system and KPI to provide real time payable balance. Generated 3 million first year reward miles. Reduced travel expenses for sales meetings through purchase of airline tickets and hotel nights with reward miles.

Mobile/Cell Phone Efficiencies $60k

• Designed and implemented solutions for +500 mobile phone / device network to reduce spend by 19.2% while maintaining quality level. Negotiated new program with existing preferred provider which resulted in 10% savings. Completed audit of to identify inactive lines and high data users. Terminated lines and implemented programs to reduce data usage.

Headquarter Expansion of 24,000 RSF

• Team Lead to negotiate expansion of corporate headquarters to 24,000 RSF. Completed site selection, lease negotiation, construction management, equipment purchasing, and staff recruiting.

New Product Design and Implementation

• Led team to design and implement new service offering to substantially increased sales volume. Led integration of new service into ERP and built team from scratch. Increased production from 120k to over 3M. Included fax, email, and direct mail.

Real Estate Nationwide Expansion

• Completed nationwide expansion of 23 offices. Managed team to complete site selection, lease negotiation, construction design/build-out, equipment purchase, technology installation and recruiting. Average floor-plan was +/- 5,000 RSF.

Sales Finance

• Designed, negotiated, and implemented sales finance solution which increased average price of sale. Integrated solution into ERP for use at time of purchase. Resulted in higher margins and profits with reduced liability.