LOBATEK INCORPORATED & VAN DYKE ZINNIAS @ The Lake Cottage -- LET'S TALK, CITIZEN! 2007-2010©

*Microsoft Dynamics GP - Great Plains- and Business Intelligence-specific Projects

For New Horizons Tours & Travel, Jackson, MI, 06/2009 to present (W-2 through Select Resources):

q       Working with New Horizons Tour & Travel, I am tasked with leading the training effort for the deployment of Microsoft Dynamics Great Plains v.10.0, FRx 6.7, and CRM Great Plains from the Jackson, MI location for 13 North American branches. New Horizons is just one of 763 consolidated companies in North America of TUI-AG GERMANY and is serviced by 70,254 employees worldwide (http://www.tui-group.com/en/konzern/portrait/index.html;jsessionid=19D2D953E3C6BD84C7CCD0A559D1B036.TUIGROUP),  We are using SharePoint server as the project’s collaboration tool for document archival, schedule keeping, error and bug fix issues and updates, and team training and discussion.  New Horizons has specialized in student travel since 1986. We work with music performing groups, classes, clubs, drama groups, and community groups.

For ReCellular Incorporated, 10/2008 to 2/2009 (Corp-Corp):  

·          Set up user requirements for an executive business intelligence dashboard using Great Plains 9.0, SQL 2000 data warehouse, and Centerview Corda for actual dashboard prototype build.  Conducted the analysis of key top management users’ key performance indicators (KPIs) to include in the prototype dashboard.  Designed a system’s approach for rollout of the enterprise-wide dashboards.   Using FRx 6.7, worked with the CFO and Controller to build 2009 financial statements by Business Unit and Product Line.  Utilized Sharepoint Server to log and store all doc sets for the project. 

For Michigan Electric Transmission Company, 05/2006 – 01/2007 (W-2 through MRI Recruiting): 

·          Maintenance of SRC, a Business Objects strategic planning database budgeting tool with an Excel front-end, utilized by METC to guide or manage construction work in progress, operations and maintenance, strategic planning, annual budgeting, quarterly forecasting, performance evaluation (budget to actual monthly project costs) and Federal Energy Regulatory Commission reporting

·          Technical software support of the asset management function, where SRC is used by program managers and administrators to coordinate job costing activities associated with the transmission of electricity throughout Michigan and parts of Canada

·          Support top management with detailed (15+) individual O&M department expense and corporate roll-up reports as part of the monthly closing process, a  cross-check on the reasonableness between Great Plains and SRC  financial data

·          Designed database queries to extract Great Plains cost detail data and Excel pivot tables to summarize the outputs for the Technical Operations Center project staff

For Vanguard (USA), Inc., Whitmore Lake, MI,   05/2000 – 02/2005 - Finance Manager (W-2)

·          Directed a successful Great Plains accounting & MIS systems conversion from DOS-based Great Plains to Great Plains Dynamics e-Commerce, and MaxData Barcode Inventory Control system within the first year of being hired, reducing inventory shrinkage from 12 to 2% variance from the annual physical count.

·          Working with strong support of the Chinese absentee owner, implemented Vanguard’s first sales and expense budgeting process and trained users post implementation.  

·          Restructured the Great Plains chart of accounts to map corporate re-organization into profit centers/divisions and modified FRX reports to produce financial statements reflective of bottom line division performance Utilizing FRx and Crystal reports, created new P&L reports for the three divisions

·          Prepared and reviewed monthly financial statements & spreadsheets, including budget to actuals, using FRx

·          Responsible for cash management & electronic wire transfers to China ($300,000 avg.), a high trust position

·          Integration of accounting data between Chinese mother company and the U.S. branch

·          General ledger account reconciliation and management, month and year end closings

·          Accounting, multi-state payroll processing, HR, MIS, and administrative & staff management

Software tools:  MS Great Plains Dynamics 7.5, Crystal Reports, Excel, Power Point, Max Data Barcode System for inventory control, FRx financial statement formatting

Corp-Corp and 1099 Professional Experience

LobaTek Inc. - Big Ideas for Small Business, Stockbridge, MI, 01/96 – Present 

·          Special projects in accounting, income tax (individual or corporate), financial/technical contract and program management, grant writing, government regulatory compliance risk assessment and reporting, technical writing, web tech support for small businesses since 1996.  Clients included Fasco Motors, Flagstar Bank, Equine Dentistry, Autism Society of Michigan, Excaliber Personnel, Lansing Community College, GO BREW, Redbud Farms, Brian Connally & Partners Advertising Agency, Kendall Microtech, Inc., Recellular, Inc.   

W-2 EMPLOYMENT  

Vanguard USA, Inc., Whitmore Lake, MI    05/2000 – 02/2005 (See above detailed description of tasks)

Society of Manufacturing Engineers (SME), Dearborn, MI    08/94 – 12/96, Program Manager

·          Program Management ($20,000,000) for federal & state government sponsors. 

·          Large scale technical information systems & workforce training projects.

·          Completed all task deliverables on schedule and under budget by a quarter million dollars.

·          Delivered a "How to" book - "100 Insights on Virtual Team Management" - for the U.S. Dept. of Energy.

·          Knowledge of virtual team & relationship management, organizational change and communications strategies.

·          Created a training document for 26 government regulatory and contract compliance administrators.

Software tools:   MS Project, MS FrontPage, MS Office, Visio, MS Publisher, MS PowerPoint

Environmental Research Institute of Michigan (ERIM) Ann Arbor, MI, 07/93 – 08/94, Assistant to the President                     

·          Provided executive-level computer and technical support and one-on-one training.

·          Served as chief architect of the technical workforce training project CoNDUIT. 

·          Extensive experience in government regulatory contract compliance and dual-use technology or technology transfer

·          Worked on business development targeting workforce training grants offered by the Defense Advanced Research Projects Agency (DARPA) and other departments of the federal government.

·          Built a virtual enterprise of 26 organizations/subcontractors to bid a $20,000,000 Request for Proposal out of DARPA. 

·          The team won the proposal bid; however, the prime contractor had to be a manufacturing entity so moved to the Society of Manufacturing Engineers (SME) to manage the overall program and project details of contract performance. 

Software tools:  ORACLE 7, SQL-Calc, proprietary Resource Planning System

Education Summary

West Virginia University                                                        Morgantown, WV 

·          M.S. Human Resources Development – Psychology for the Workplace

·          (27 hours completed of a 36 hour program) GPA 4.0.

West Liberty State College                                     West Liberty, WV

·          B.S. Business Administration Accounting/Computer Information Systems. GPA 3.9.

West Virginia Northern Community College                          Wheeling, WV

·          A.S. Accounting, Accounting/Computer Information Systems. GPA 3.9.

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Teaching/Training Experience

Washtenaw Community College                                            Ann Arbor, MI                                                       08/87- 08/95

·          Adjunct Instructor CIS  - Software tools:   Microsoft Office, DBASE, FileMaker Pro

West Liberty State College                                     West Liberty, WV                                  08/85 - 01/87

·          CIS Instructor  - COBOL, BASIC, Advanced Business BASIC, FORTRAN, PASCAL, MIS, Wage & Salary Administration