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Philippines
Work Background
EpicenterERP Financial Consultant
Oct. 2017 - Sep. 2018United States · Remote-Led financial training with customers on all aspects of core Epicor functionality -Assisted in set up and configuration of financial tables -Supported go-live -Advised customers on development of processes where there is a balance between operational efficiency and financial control
IndusaSenior Solutions Architect
Aug. 2014 - Aug. 2016United States · On-siteCerified in Microsoft AX actively participated in the following activities: -Interacted with customers during the Microsoft Dynamics sales process to provide a focused approach to their solution. -Collected discovery data to build a demo solution that required configuration to meet the needs of the customer’s processes. -Moderated customer demos; focusing on the high value proposition for the customer. -Involved in presenting a business case for justifying the acquisition. -Participated in the implementation process for manufacturing companies involved in window and glass manufacturing as well as a service company that audits advertising activity in the following capacities: *Worked as Senior Functional Consultant. *Handled the Finance Module configurations. *Troubleshoot testing issues and provided solutions applicable to customers process, *Led Process Reviews to get understanding of the needs of users and business. *Conducted training to users in all core areas *Created specifications and coordinated customizations with development team. *Led user acceptance sessions to demonstrate understanding prior to go-live. *Coordinated reconciliation of financial data during go-live to ensure financially accurate transition. *Assisted users in resolving issues post go-live.
Elliott Group, Ebara CorpBusiness Analyst
Apr. 2012 - Aug. 2014United States · On-siteTranslated business goals, feature concepts and customer needs into prioritized product requirements and use cases. -Created innovative and intuitive product features such as Business Process Management scripts for financial control. -Established criteria for each milestone within the product roadmap as a means to measure developmental progress for 2 locations in Asia that were implementing Epicor 9. -Gathered detailed use cases and requirements through regular on-site visits, virtual meetings and customer advisory board sessions. -Translated detailed product requirements into technical specifications. -Tested and implemented new technology-based global projects such as E9 implementation in Taiwan and Singapore.
Real Options LLCContractor
Mar. 2008 - Apr. 2012United States · HybridIndependent Contractor -Translated business goals, feature concepts and customer needs into prioritized product requirements and use cases. -Established criteria for each milestone within the project roadmap as a means to measure developmental progress. -Gathered detailed use cases and requirements through regular on-site visits, virtual meetings and customer advisory board sessions. -Led communication with stakeholders regarding product goals and progress made.
EpicorSenior Consultant
Aug. 2005 - Mar. 2008United States · On-site-Provided Project Management and Lead Consulting services for large multi-site implementations of ERP software. -Sought for guidance in all areas when it comes to business process review and change management as it applies to operational efficiency. -Consistently in the top 15% in billing
Lakin General Corporation/QDS/HenschenGeneral Manager
Sep. 2000 - Jul. 2005United States · On-siteSubsidiary of Lakin General, Turnaround situation where I was a member of a management team that took a company out of bankruptcy to sale with a 200% return for the investor. -Used Change Management techniques to implement new processes for increased profits. -Increased Sales by 40% while keeping manpower static; reduced costs by 10%, reduced overhead by 15%. -Trained key roles in production and supply chain processes. -Set key metrics to monitor productivity metric
EpicorConsultant
Aug. 1998 - Mar. 2000United States · On-site-Provided guidance to clients across US to implement the ERP Software. -Developed seminar on cost accounting. -Facilitated end user training
Harmony EngineeringFinancial Controller
Jan. 1997 - Aug. 1998United States · On-siteStarted as Cost Accountant and moved into Controller position after 6 months... -Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. -Created periodic reports comparing budgeted costs to actual costs. -Analyzed monthly balance sheet accounts for monthly operation presentation. -Generated financial statements and facilitated account closing procedures each month. -Analyzed and researched reporting issues to improve operations procedures
Augusta Housing ManagementAccounting Controller
Jul. 1995 - Aug. 1996United States · On-site-Maintained integrity of general ledger, including the chart of accounts for 30-40 different real estate entities. -Filed tax returns and prepared governmental reports in compliance with strict standards. -Generated financial statements and facilitated account closing procedures each month.
Keith Reali Consulting Financial Services Professional
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