Years of experience: 24

United StatesITBusiness OwnerHRConsultingFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Ian's Career Path
Senior ERP AnalystNov. 2021 -
Present
Sum TheorySenior ERP Analyst
Led cross-functional initiatives to gather, analyze, and align complex business requirements with project deliverables, ensuring stakeholder objectives were met with precision. Spearheaded process improvement strategies that significantly enhanced operational efficiency and reduced organizational waste. Designed and delivered impactful user training programs, empowering staff with the skills ...
Chief Financial OfficerNov. 2018 -
Dec. 2021
CMMS IncChief Financial Officer
Anacortes, Washington, United StatesDirected full-cycle accounting operations, including bookkeeping, payroll, budgeting, and financial reporting, ensuring accuracy, compliance, and operational efficiency across all financial functions. Assessed and evaluated organizational financial performance in alignment with long-term operational goals, providing actionable insights to drive informed decision-making at the executive level....
Clinical AdministratorJun. 2016 -
Oct. 2018
Tri-Essence CareClinical Administrator
Oak Harbor, WALed full-cycle accounting and financial operations, including medical billing, bookkeeping, budgeting, and fiscal planning, ensuring financial accuracy, regulatory compliance, and sustainable growth. Played a critical role in executive-level strategic planning, aligning financial strategy with clinical operations, long-term goals, and evolving market dynamics. Directed daily clinic operations...

Ian's Posts

  • How I can help you

    • Navigate and master new ERP landscapes • Train employees effectively on ERP systems • Expertise in Oracle, Microsoft Dynamics, and more • Empathetic coaching and patient guidance • Focus on user benefits and customer satisfaction

  • People I am looking for

    • Companies transitioning to new ERP systems • Businesses seeking smooth ERP integration • Clients needing experienced ERP trainers • Organizations aiming for enhanced system adoption

  • Experience & Cases

    • Managed Oracle Fusion PPM at Dallas County • Migrated ERP from Striven to Fulcrum • Led CRM change at Bank of America • Previous clients: Dallas County, Bank of America, Minds Mechanical LLC, CMMS Inc

  • How to contact

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  • About myself

    Possessing comprehensive expertise in full-charge bookkeeping, including reconciliations, accounts payable/receivable, payroll, and strategic financial planning. Developed a compensation plan boosting a clinic's revenue and clinician pay. Uncovered financial inefficiencies in manufacturing, enhancing cash flow.

  • Job Description

    Seeking small business clients needing assistance with bookkeeping tasks or aiming to achieve a clearer financial perspective. Ready to provide tailored solutions for improved financial management and strategic planning.

  • How to contact

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