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Work Background
Finance Consultant
Kerridge Commercial SystemsFinance Consultant
Oct. 2021 - Sep. 2025Cary, North Carolina, United States•Enable customers to use our ERP software platform functionality to successfully run their day-to-day business •Assist in the demonstration, business discovery, training and implementation of KCS systems, mainly at customer sites •Delivering consultancy services, focusing on Finance implementations in particular with an understanding of operations as working with a fully integrated system •Lead within the implementation teams responsible for the installation and setup of systems, and to advise both consultants and customers on the use of accounting specific software modules for their particular business •Manage and progress escalations at Executive level for both customer and KCS •Manage multiple projects of varying scope to successful completion; Resolve, or assist in the resolution, of customer problems and queries arising from the implementation and subsequent live operation of standard or modified software at customer sites •Attend project meetings when required, internally or with clients, to gain or impart knowledge on current status of projects and to document details when appropriate •Assist the ongoing finance support function at all times on current or previously implemented systems, as and when required, by taking support calls from clients when appropriate •Liaise with the customers to define, or help define, requirements, specifications for modifications to the software •Meet with client owners/ manager/ decision makers to discuss progress, challenges and opportunities within their business •Assist the development team with understanding of specifications during the development of modifications and subsequently test and document developed changes •Train colleagues in the operation of modified software, as and when required, to ensure a smooth hand over of projects to the support function
Senior Implementation Specialist II
DealertrackSenior Implementation Specialist II
Dec. 2019 - Oct. 2021• Travel to dealerships to train users on DTDMS software within a one-on-one and/or classroom environment to ensure system utilization and high client satisfaction. • Work with Project Managers and Clients to determine and implement client process requirements by customizing application settings • Guide client on validating data converted from prior DMS to ensure data integrity • Attend training sessions, both in person and remotely, to improve and/or maintain skill sets • Full time (4-5 weeks per month), extended travel by air and/or car to deliver DTDMS implementations at client sites • Work with internal team members via cases, phone, email and IM to escalate system issues • Provide training and support to clients remotely via phone and web meeting, as well as work on other projects as assigned • Mentor team members to improve the departments overall success and client satisfaction • Identify opportunities and provide feedback to the leadership team
Implementation Consultant
DealertrackImplementation Consultant
Jun. 2019 - Dec. 2019• Support and troubleshoot concerns post-install visit to clients through phone, video, and email. Act as a champion for client by seeing issues through to a resolution • Implement best practice services to the client in optimizing productivity and efficiency • Provide high level coaching and training to clients at dealerships during installation weeks, resolve concerns onsite as they arise, and anticipate and take action on any others that may arise • Awarded Valedictorian after 9 week DMS training course for highest test scores and performance
Corporate Store Merchandiser
Dollar GeneralCorporate Store Merchandiser
May. 2017 - Jun. 2019• Plans and manages execution of remodel store fixture installation and merchandise setup (including management of outsource companies, and implementation of plan-o-grams, signage, etc.). • Evaluates and resolves issues, reacting under pressure and applying good judgment in ambiguous situations. • Leverages resources and maintains tough expense control by maximizing performance and productivity of outsource companies and store staff to deliver on-time openings. • Trains store staff (temporary and newly-hired) on appropriate merchandising processes. • Develops and maintains strong internal corporate partnerships to ensure that all project goals are achieved. (Examples: transportation, advertising, distribution, merchandising, etc). • Completes all reports and travel expenses accurately and timely. • Remodels in: VA, NC, TN, KY, OH, PA, DE, NY, WV, IN, MI, NJ, CT, NH, ME, KS, NE, MN, IA, IL, MO • Consistently delivered project completions up to 2 days ahead of schedule.
Store Manager
Dollar GeneralStore Manager
Apr. 2016 - May. 2017Cincinnati Area, KYRecruit, select and retain qualified employees according to federal and state labor laws and company policies; ensure store is properly staffed. Provide proper training for employees; conduct performance evaluations; identify gaps for appropriate solutions and/or counseling, up to and including termination. Communicate performance, conduct and safety expectations regularly; coordinate meetings and events to encourage safety, security and policies. Ensure that the store is appropriately staffed and effectively opened and closed each day. Evaluate operating statements to identify business trends (including sales, profitability, and turn), expense control opportunities, potential shrink, and errors. Order to ensure the meeting or exceeding of in-stock targets; review ordering plan, seasonal direction and inventory management issues on a weekly basis; follow up on Basic Stock Replenishment (BSR)/cycle counts. Facilitate the efficient staging, stocking and storage of merchandise by following defined company work processes. Ensure that all merchandise is presented according to established practices; utilize merchandise fixtures properly including presentation, product pricing and signage. Maintain accurate inventory levels by controlling damages, markdowns, scanning, paperwork, and facility controls. Ensure the financial integrity of the store through strict cashier accountability, key control, and adherence to stated company security practices and cash control procedures. Provide superior customer service leadership. Maintain a clean, well-organized store; facilitate a safe and secure working and shopping environment. Ensure that store is adequately equipped with tools necessary to perform required tasks. Follow company policies and procedures as outlined in the Standard Operating Procedures manual, Employee Handbook, and company communications; ensure employee compliance. Complete all paperwork and documentation according to guidelines and deadlines.
Department Manager
H&MDepartment Manager
Nov. 2012 - Apr. 2016Beavercreek, OhOrganize and distribute the work of his/her staff, set priorities and keep an overview of the tasks to be accomplished in accordance with the Store Manager Manage, recruit, on board, train, develop and provide succession planning for the staff in the store in partnership with the Store Manager Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws including approving time-off requests, pay, location or title changes; conducting terminations and corrective actions and making employment decisions Take action within department to maximize sales through joint operational and commercial focus to obtain highest level of profitability Proactively ensure your team has knowledge on all product, campaign, promotion, display guidelines and merchandise information Ensure garment presentation, garment level and visual standards within the department are presented according to H&M’s expectations Plan and coordinate with the visual team on all activities concerning campaigns, promotions and sales activities in his/her department Effectively schedule the staff within the department according to the needs and restrictions of the business and adjust hours as necessary to reach store and SPH goals Responsible for knowledge and completion of cash office operational functions Follow and execute safety and security routines to prevent loss and guarantee employee and customer safety Maintain high-quality H&M direct and indirect customer service by providing the best shopping experience for each customer and role modeling the 5 basic demands on the selling floor, in the fitting room and at the cash point Assist Store Manager in establishing and overseeing sales and cost plans, budgets and variable costs for department; work with comparable sales from last year, sales to budget and future sales trends to maximize profitability
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