
Timeline
About me
MBA | Manager, Finance & Accounting Systems
Education

The university of dallas
1996 - 1999Mba international marketing managementProjects: Inter-Cultural Research for Lockheed Missiles and SpaceCapstone: Strategic Marketing Plan for Generation X Market for the United Way of Greater Dallas

The university of dallas
1994 - 1998Bachelor of arts german
Experience

Dell technologies
May 2003 - Jan 2014• Sole Business Analyst representing Dell’s Business Process Management Team’s Future State Dispatching Projects in Latin America, United States, and Canada, which had a budget of $7 million over a two-year period; on this project, I led alignment for end-to-end functional requirements with business partners in logistics, field services, technical support, command center, finance, legal, etc. for the Delta EcoSystem, which consisted of 41 interlocking applications• Core team member of Cross Functional team focused on Delta EcoSystem Stability• Worked with Enterprise Architects and Developers on FY15 Sizing and Roadmapping• Created two new Systems Development Life Cycle (SDLC) templates for Dell Services• Supported Salesforce.com’s Partner Relationship Platform (PRM) for the channel business at Dell Show less
Business Systems Analysis Advisor (IT department)
Mar 2011 - Jan 2014Onboarding Strategist (Senior Sales Support Analyst in Sales Operations)
Sept 2009 - Mar 2011Deal Registration Analyst (Support Analyst & Senior Sales Support Analyst in Sales Operations)
Sept 2007 - Sept 2009Inside Sales Relationship Account Manager
Jan 2004 - Sept 2007Inside Sales Account Manager
May 2003 - Jan 2004

Yeti
Jan 2014 - Feb 2018• IT Integrations representative on new e-commerce platform, which included gathering requirements from Sales, Fulfillment, Customer Care, Marketing, AR, Finance, etc as well as project management of 3 SAP resources and 2 external vendors for SAP idoc and PI deliverables using both SOAP and JSON. Additionally, responsible for managing additional vendors who delivered integrations between e-commerce site and Vertex, Experien (address validation), PayPal, Paymetric, Chase, Accertify (ecommerce fraud)• Implemented SAP S/4HANA representing the order to cash business process (this included multiple order inputs, invoicing outputs and additional integrations)• Supporting production issues for business users in customer care, sales, sales operations, fulfillment, accounts receivable, and finance• Onboarded and trained five new Business Analyst on existing systems and applications Show less • Company’s only Business Analyst for twenty-one months, supported all day-to-day issues as well as strategic changes in ERP system and integrated applications. Key strategic changes included: upgrade from Epicor 9 to Epicor 10, bi-directional PCI compatible API calls to keep customer and order credit cards synced across three systems, implemented Exact Target transactional email system, integrated E-commerce system with ERP with three FTP files, project managed hardware upgrades, including storage and servers• Supported 24/7 all business users, including customer experience, sales, sales operations, marketing, fulfillment, accounts receivable, accounts payable, finance, supply chain, purchasing, planning, etc. Show less
Senior Business Systems Analyst
Sept 2015 - Feb 2018Business Systems Analyst
Jan 2014 - Sept 2015

Khoros
Feb 2018 - Apr 2019Senior quality assuranceSpredfast was sold to Vista Equity Partners in September 2018 and rebranded as Khoros.• Initiated a product rating system to look at usability, data reliability, system stability, etc.• Manually tested three products: Marketing Analytics, Ads Calendar, and Ads Data Export• Created testing portal concept, which links acceptance criteria to manual and automated tests• Developed company-wide Facebook Ads document that details out Facebook's Ads metric and meta data, including API information, definitions, etc. for campaigns, ad sets, and ads• Designed test scenarios for manual testing of Spredfast's new products for Social Media Advertising Show less
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Ni (national instruments)
Apr 2019 - Mar 2020Business analyst• Created & Owned Global Sales Operations Account Data Management (ADM) Program Roadmap • Proactively engaged with IT & cross functional teams to clarify Global Account Requirements• Improved global business & systems processes to map ERP transactional order revenue to CRM strategic accounts; thereby, allowing for strategic decision making, quota setting, coverage set-up, etc.• Created and implemented 6 Video Trainings for Global employees company-wide (existing employees' and new hires)• Ownership of ADM Policy & Procedures• Partnered with Global Sales Information & Governance (SInG) Team on implementation of ADM Program Policy Show less

Childcare network
Mar 2020 - May 2021Business applications project manager• Worked with Childcare Management Application on changes needed in their application to meet Enterprise Client’s demands• Integration between CRM and Childcare Management System• Integration between ADP and Childcare Management System• Managed enhancement changes on a custom application, which was used by business for various business processes, i.e. risk management of claims• Documented USDA internal process for selection of new application

Oracle
May 2021 - Jun 2022Senior principal consultant (netsuite)Consulted ~20 companies on their NetSuite instance. Some functional areas included, establishing SFTP Connection, editing EFT templates, implementing FAM (fixed assets), setting up and training Bank Match Data, designing Custom Financial Reports, creating Approval Workflows (vendor, bills, journals, etc), designing Advanced PDFs, automating transactional emails (including Invoice’s Payment Link feature), designing Custom Record Types, etc.

Auctane
Jun 2022 - now• Analyzed As-Is NetSuite Environment and created Strategic Roadmap for Finance & Accounting Systems FY'22, ‘23, and ‘24 for 8 subsidiaries/legal entities• Managing 8 vendors on variety of strategic projects, including Order to Cash Automation, End to End Procure to Pay system & business process changes, Roles & Permission, Environment Architecture, Advanced Intercompany, Concur integration, ADP integration, 2x yearly NetSuite Release updates, various enhancements, etc.• Supporting day-to-day user issues, onboarding, etc. via JIRA ticketing system• Training 3 IT resources on NetSuite, Finance & Accounting Systems, etc. Show less
Manager, Finance and Accounting Systems
Apr 2024 - nowNetsuite Administrator
Jun 2022 - Apr 2024
Licenses & Certifications

Netsuite's administrator certification
OracleApr 2022
Netsuite's suitefoundations certification
OracleFeb 2022- View certificate

Accounting foundations
LinkedinJun 2021
Volunteer Experience
Grant Writer
Issued by SAHELI for Asian Families
Associated with Gretchen W.Data Entry: Program Evaluation
Issued by Council on at Risk Youth
Associated with Gretchen W.Volunteer Coordinator and Food Purchaser
Issued by Salem Food Pantry
Associated with Gretchen W.Volunteer
Issued by Habitat for Humanity International
Associated with Gretchen W.Volunteer
Issued by Urban Roots
Associated with Gretchen W.Volunteer
Issued by Capital Area Food Bank
Associated with Gretchen W.
Languages
- enEnglish
- geGerman
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