Summary of Qualifications
q CTO Waters for Life, Inc., www.watersforlife.com
q Technical Writer, Stryker Instruments, Kalamazoo, MI. Data warehouse and Business Intelligence project focus. Program documentation and communication through SharePoint. Present assignment.
q Technical Writer, Adya Inc., Coldwater, MI. Responsible for press releases, Material Safety Data Sheets and related compliance issues; web-based newsletter and customer communications.
q Exceptional technical and functional experience as a program manager, trainer, and technical writer for business intelligence projects, Accounting, Budgeting, HR & program management, SRC Business Objects Planning and Centerview Corda financial executive dashboards with data from Microsoft Great Plains accounting systems (10 years)
q Technical Writing in support of business intelligence projects, SQL7 data warehouse and Great Plains Dynamics accounting projects. Writing includes technical training manuals and course materials, business process design/redesign project doc sets, meeting agendas with concrete lists of outcomes communicated via email immediately following technical developer meetings, “How to . . .” manuals for finance and accounting and software implementations, web content development www.lobatek.com and www.pegasusystems.com .
q SharePoint used to coordinate and collaborate on all business intelligence/project management documentation since 2008.
q QuickBooks Pro-Accounting and income tax preparation for small business (20 years)
q Developed CD/web-based applications to train small firms operating in complex, government regulatory environments
q Language skills: French (5 years), German (2 years), Spanish (1 year)
q College-level instructor, Computer Information Systems, ten years experience
q Michigan licensed insurance agent to augment income as independent contractor
Technical Summary
Centerview 3.1 Corda 7.0
Great Plains v.10*
MS PowerPoint
MS Outlook Task Manager
MS Project
MS Excel
Web Development
QuickBooks Pro (expert)
Sharepoint Server for archival of project documents
Great Plains Report Writer
Business Objects SRC
*Microsoft Dynamics GP - Great Plains- and Business Intelligence-specific Projects
q For New Horizons Tours & Travel, Jackson, MI, 06/2009 to present (W-2 through Select Resources):
· Working with New Horizons Tour & Travel, I was tasked with leading the training effort for the deployment of Microsoft Dynamics Great Plains v.10.0, ENCORE Project Tracking & Profitability Analysis, FRx 6.7, and CRM Great Plains from the Jackson, MI location. 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.
q 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. Assisted CIO with the analysis and fit of dashboard software Centerview Corda for touch-based, interactive mobile BI. Conducted the analysis of key top management users’ key performance indicators (KPIs) to include in the prototype dashboard to enable the build of appropriate report presentation layers needed by top management. Designed a system’s approach for rollout of the enterprise-wide dashboards. Utilized Sharepoint Server to log and store all doc sets for the project.
q 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
q 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 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, 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 QuickBooks 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 Equine Dentistry, Autism Society of Michigan, Excaliber Personnel, Lansing Community College, GO BREW, Redbud Farms, Brian Connally & Partners Advertising Agency, Kendall Microtech, Inc., Ann Arbor Center for Independent Living.
W-2 EMPLOYMENT
Environmental Research Institute of Michigan (ERIM) Ann Arbor, MI, 07/93 – 08/94, Assistant to the President
· Worked as Senior Systems Analyst 8 years for ERIM using ORACLE. (1/87 – 8/94)
· Provided executive-level computer and technical support and one-on-one training.
· Served as chief architect and program manager of a $20,000,000 technical workforce training project (CoNDUIT) Built a virtual enterprise of 26 organizations/subcontractors to bid the Request for Proposal out of DARPA. (1/93 – 12/96)
· 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.
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.
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, Management Information Systems, Wage & Salary Administration, Data Communications
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