
Timeline
About me
Digital Transformation Specialist | Bridging Technology and Business Applications | Technology Modernization
Education

Marquette university
-Bachelor of science business economics
Loyola university of chicago - graduate school of business
-Mba finance
Mother mcauley liberal arts high school
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Experience

Abn amro
Jan 1991 - Jan 1994Investment portfolio accounting managerInvestment Operations of internal portfolios and and external correspondant bank portfolios.

Thomson reuters
Jan 1994 - Jan 1997Account manager / sales specialist
Lawson software
Jan 1997 - Jan 2001Solution consultant - financials
Valley real estate investments l.l.c. | silver oaks retirement inns llc
Jan 2001 - nowApplication analyst - healthcare | real estate operationsReal Estate lease renewals, analysis, invoicing, reconciliations. Maintains vendor relations, tax preparations, budget and operational analysis.Provided first level of support to associates who are having system and procedural problems across a variety of technologies and systems. Key responsibilities included problem diagnosis and resolution, end user education, resolution & escalation. Coordinated with other internal teams to understand specific support needs for applications and supoort. Show less

Infor
Jan 2014 - Jan 2018Healthcare senior solution consultantDemonstrated Infor Financial Accounting Suite of SaaS applications, including Global Ledger, Payables, Receivables, Asset and Lease Management, Projects and Grants, Billing and Revenue, Business Intelligence, Travel & Expense Management (XM), Cash & Treasury, Close and Reconciliation, Microsoft Add-Ins, Performance Management, Payroll and Supply Chain software in a pre & post sales environment to the Healthcare, Public Sector and Retail industry clients and prospects. Answered RFP/RFI's and supported POCs during sales process and maintained knowledge base of product strengths, competition, and industry trends. Responsible for providing product line knowledge to the sales organization, Infor prospective clients, and existing Infor clients. Responsible for understanding prospective client’s critical business issues and teaming with sales organization to present and demonstrate Infor's software capabilities for the best possible solution to win the business. Also responsible for understanding product line strengths and weaknesses of the firm's competitors. Responsible for educating and facilitating successful sales relationships with Infor partners and third-party vendors. RFP Proposal Manager; completing and consolidating all functional and technical responses in a timely manner. Managed RFP process including writing, documenting, and updating proposal database, Qvidian. Effectively communicated within organization and partner community to keep RFP information timely and accurate. Successfully sold to organizations such as The Cleveland Clinic, Advocate Healthcare and New York Health and Hospitals. These were all Enterprise multi-site and multi-application sales. Utilized Salesforce CRM during the sales process. Show less

Avaap
Jan 2018 - Jan 2019Senior consultant• Infor Lawson Senior Financial Consultant with experience in Infor Lawson CloudSuite Financials.• Business Process improvement; Process re-engineering, Continuous Process Improvement.• Experienced in working with key stakeholders including “C” level executives.• Customer Service minded and passionate attention to details.• Expertise in Infor Lawson Global Ledger, AP/AR, Budgeting, Billing, Purchasing, Asset Management, Project and Activities Accounting, Billing and Revenue Management, Forecasting, Grants Management, Infor Process Automation, MS Add-ins and Infor Spreadsheet Designer. Show less

Sage
Jan 2019 - Jan 2020Field sales engineer• Provided high-level analysis of business processes focusing on finance and accounting applications, procedures and requirements in preparation for solution presentations. Captured business and technical requirements for discrete & process manufacturing, chemical, food & beverage industries.• Prepared custom, detailed solution presentations based on the findings of the customer business requirements. Delivered solution demonstrations in support of the sales process. • Demonstrated financial applications: budgeting & planning, cost accounting, general ledger, accounts payable, accounts receivable, treasury, projects, expense management, asset management, procure to pay, order to cash, CRM, business intelligence reporting, consolidations and financial reporting. • Drove new client acquisition, retention & cost reductions streamlining processes. • Collaborated with Account Managers, VARs and ISVs to provide product, business and technical knowledge in support of sales activities and strategies in direct and channel sales.• Liaisoned with Product Management and Development to understand details of product roadmap. Show less

Oracle
Dec 2020 - Mar 2024Principal solution engineer - healthcareDeliver Oracle Healthcare cloud solutions to meet the complex needs of healthcare payer and provider organizations and their patients. Oracle empowers the healthcare industry with the industry's most complete and unified ERP, finance, HCM, supply chain, and EPM cloud applications. AI Apps in Finance: Intelligent Account Coding, Intelligent Document Recognition, Digital Assistant. Financial: GL, AP, RQ, PO, AR, FA, Cash Managment, Employee Expence, PPM, FP&A, FCCS, ARCS, Narrative Reporting and EDM. Deep understanding of the Finance Business Process flows in Oracle Cloud including technical components FBDI, BI Publisher, OTBI, Financial Reporting Studio, Smartview and Fusion Analytics. Implemented and maintained demo environments. Journal Entry to Financial Report, Requisition to Payment, Receipt to Cash. Asset Acquisition to Retirement. Project Accounting to Completion. Expense Entry to Reimbursement, Record to Report. Manage the project and program assessments and progress. Measuring Project Performance KPIs. Show less

Mcdonald's
Aug 2024 - nowSenior specialist, global finance systems
Licenses & Certifications

Demo2win!
2win!
Mindset selling
Gazing performance systemsDec 2019
Volunteer Experience
Team Leader
Issued by Feed My Starving Children
Associated with Terese Audino, MBACommittee Chair, Troop 76 (and various Leadership roles)
Issued by Boy Scouts of America on Jan 2012
Associated with Terese Audino, MBA
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