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Work Background
Bridgepoint ConsultingSolution Architect
Feb. 2020Greater Seattle AreaI work with clients, prospects and other consulting team members across all aspects of projects: Pre-sales engineering, requirements gathering, solution design and implementation, all phases of testing, and post-implementation support. As part of the delivery process I work with variety of SuiteCloud features to implement custom solutions for our clients. These include data design (custom records and fields), SuiteScript, and workflows. Implement integrations using Celigo to connect NetSuite to Salesforce, Zendesk, SFTP and more. As a solution architect I'm mainly responsible for the design of customizations and prepare detailed functional specifications for clients to approve and for developers to use in building solutions. Although my current role is not primarily as a developer, I often get involved as needed to create or modify scripts.
RSM US LLPSenior Associate
Jul. 2018 - Jan. 2020Bellevue, WARSM acquired Explore Consulting and this was a continuation of that role. I focused on custom solution design for NetSuite clients in a variety of industries, including wholesale distribution, software, and professional services. I spent most of my time designing and writing specifications for custom solutions, assisting with testing, and providing post-implementation support. I assisted with SuiteScript development as needed, using both JavaScript and TypeScript. I worked closely with clients as well as internal consultants and developers in this role.
Explore ConsultingSenior Consultant
Feb. 2017 - Jun. 2018Bellevue, WashingtonExplore Consulting was later acquired by RSM where I performed the same work: I focused on custom solution design for NetSuite clients in a variety of industries, including wholesale distribution, software, and professional services. I spent most of my time designing and writing specifications for custom solutions, assisting with testing, and providing post-implementation support. I assisted with SuiteScript development as needed, using both JavaScript and TypeScript.
CFO SelectionsQuickBooks Consultant
Apr. 2009 - Dec. 2012CFOS provided an outsource CFO/Controller consulting service. I worked with
another CFOS consultant to create a QuickBooks consulting group. Projects included
setup, training, and data conversion for new QuickBooks Enterprise customers, as
well as QuickBooks-Salesforce integrations. This was a 1099 position which overlapped with similar work that I did as a self-employed consultant and Intuit solution provider.
White Rabbit Services, Inc.Self Employed
Mar. 2007 - Jan. 2017Bellevue, Washington, United StatesWorking primarily as a solo consultant/developer, recruiting contract developers as
needed, we provided business systems consulting and development services,
primarily for QuickBooks and Salesforce.com. Project Highlights • QuickBooks-Salesforce integrations for several clients, including a large
nationwide non-profit. Sales transactions created in QB from Salesforce
opportunities or custom invoice objects. Windows desktop applications
created using the QB SDK and Salesforce SOAP API and Force.com .NET
toolkit (REST). • Integrate QuickBooks desktop and Online with a large SaaS application that
is used to manage membership associations. Windows desktop application
(QB desktop) and ASP.NET MVC application (QB Online). • Maintaining a client’s QuickBooks add-on product which exports trial
balances for importing into Excel or other applications. • Designed and implemented a QuickBooks desktop integration for a SaaS
vendor in the furniture distribution industry. This is a Windows desktop
application which communicates with the vendor’s API. • Developed a QuickBooks desktop integration for a software company which
specializes in the animal feed industry. The client’s software product
integrates with many ERP systems and the QB integration was designed as
a plug-in to fit their existing architecture, using C#, SQL Server and COM. • Created an integration between SQL Server and QuickBooks for a language
interpretation firm. Details of interpreting sessions (phone and in-person) are
summarized from SQL into QuickBooks invoices. • Created a desktop application for QuickBooks Point of Sale software, for an
indoor gardening supply distributor. The tool is installed on their customers’
(retailers) QBPOS systems to download catalog and price updates, and
upload purchase orders.
VMCProject Manager
Jan. 2005 - Mar. 2007Duties included management of internal IT projects for this professional services firm,
as well as leading an on-site project team at Microsoft which created parsers for
proprietary Microsoft protocols and the Network Monitor 3 packet analyzer.
MicrosoftProgram Manager
Jan. 1995 - Dec. 2004Program manager, developer, and support technician in various Microsoft groups,
including:
• North American Business Operations IT
• Product Activation for Windows and Office XP (IT Group)
• Digital Rights Management (Windows Product Group)
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