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Senior business consultant

Business Developer ✔ Senior Consultant ✔ Microsoft Dynamics GP Certified ✔Technical Consultant ✔ Workflow Analyst ✔ Microsoft Dynamics CRM certified✔ IT Strategist ✔ Sales Consultant ✔ I’ve successfully managed the transformations of multiple business units for clients, including sales, business development, marketing, and operations, MS CRM, finance and ERP (Dynamics GP), and Supply Chain Management. My clients have included big 4 accounting firms, healthcare, manufacturing, state and local

Desired Positions

Implementation Consultant, Business Analyst, Senior Consultant / Team Leader, Project Manager, Consulting Manager, Sales Executive, Account Manager, Pre Sales Consultant, Sales Manager

Work Preferences

Desired Salary
USD 80,000 - 85,000 per year  
Desired Job Type
Full Time  
Can Travel for Work
Highest Education Level
Bachelor Degree  
Current Location
Arizona- Phoenix, United States  
Will Consider Relocation to;
Virgin Islands-St. Croix
Virgin Islands-St. John
Virgin Islands-St. Thomas
Cayman Islands
New Zealand
Saint Lucia
South Georgia and the South Sandwich Islands
The Bahamas
Virgin Islands
Residency / Visa
Authorized to work in this location

Skills and Experience

Category Yrs. Exp. Last Used
Dynamics CRM Customer Service Customer Service 5 2014  
  Sales Sales 7 2014  
Dynamics GP Great Plains Field Service Depot Management 1 2014  
    Returns Management 3 2014  
    Service Call Management 1 2014  
  Financials Bank Reconciliation 4 2013  
    Collections Management 5 2013  
    Fixed Asset Management 6 2014  
    General Ledger 4 2014  
    Intercompany 4 2013  
    National Accounts 4 2014  
    Payables Management 4 2014  
    Receivables Management 4 2014  
  Inventory and Order Processing Bill Of Materials 12 2014  
    e.Requisition 12 2014  
    Extended Pricing 10 2015  
    Inventory Control 15 2014  
    Invoicing 9 2014  
    Purchase Order Processing 12 2014  
    Returns Management 5 2014  
    Sales Order Processing 5 2014  
  Manufacturing Capacity Requirements Planning 4 2013  
    Engineering Change Management 6 2014  
    Job Costing 4 2013  
    Manufacturing Bill of Materials 11 2014  
    Manufacturing Order Processing 12 2014  
    Master Production Scheduling 10 2013  
    Materials Requirements Planning 12 2014  
    Quality Assurance 3 2013  
    Sales Configurator 10 2014  
    Sales Forecasting 10 2013  
  Project Accounting Personal Data Keeper 3 2013  
    Project Accounting 5 2014  
    PS Time and Expense 3 2012  
  Reporting and Business Intelligence Crystal Reports 14 2014  
    Enterprise Reporting 10 2014  
    Quick Cubes 4 2014  
Retail Management System Card Processing Card Processing 4 2012  
  MRMS Headquarters MRMS Headquarters 4 2012  
Small Business Accounting Banking Banking 2 2010  
  Financials Financials 10 2012  
  Purchasing Purchasing 3 2010  
  SMB Reporting SMB Reporting 3 2010  

Employment History

Job Title
Senior GP Business consultant/sales
10/2012 to 02/2014

  • Validate best practices to the user community on the use of Dynamics GP 2010 & 2013

  • Troubleshoot issues encountered with Dynamics GP and related software, integrations, Revenue recognition. Business requirements, Multiple office locations

  • Support Dynamics GP reporting requirements at all levels. This includes, but is not limited to,    intrinsic reports (e.g.SmartLists builder, Crystal, ), Excel reporting and reporting using SQL Server Reporting Services (SSRS), Management reporter

  • Support the import of data into Dynamics GP from external systems and troubleshoot related issues with supply chain and project accounting

  • Recommend process changes and system automation based on the analysis of support requests

  • Document Dynamics GP related business processes, End user training (Smartlist) builder

  • Customize and extend Dynamics GP software using available and appropriate technologies

  • Correct data issues through the backend database when the data cannot be corrected through the user         interface ( batches, posting process or specialized tools such as the Microsoft Professional SQL Management Studio, Project manager for Softrax,

  • Write SQL statements including ad hoc queries, stored procedures and created views, Salesforce

  • Troubleshoot Dynamics GP security related issues, set up security compliances

  • Maintain shared Dynamics GP dictionaries and libraries in terminal server environment

  • Recommend and support Dynamics GP related 3rd party applications such as Config AD, Encore, Print manager,

  • Upgrade Avatax and configure. SQL level 2 querying training.

  • Negotiate and monitor work with vendors


Manage individual and team budgets and scope of work

Job Title
Senior Finance Application support specialist GP
Accounting and Finance
02/2012 to 10/2012
Responsibilities:For Dynamic GP support  gathering business requirements, compiling and synthesizing information with regard to new technology processes or systems management. Translations of high level business Develops design and functional specifications for specific software applications. Post implementation support and system enhancements. Vendor relationship management, Detailed arum regarding the implementation and support of financial applications such as resource planning, sales automation, marketing, financial, work flow, inventory, web, and distribution systems, analysis and research. Manage one or more projects as a project team manager. Microsoft Dynamics GP, Doc-Link, Donor Studio, SharePoint.

Job Title
Business Development Representative
02/2011 to 12/2011
Business Development Representative Tasked with providing staffing and talent solutions in Southern Arizona market, providing success in market revenue growth and expansion. Client support and process business resource improvement HR. Tools – SalesForce.com, Events marketing, Relationship management. Responsibility to effectively sell cross functional services, Kelly Education and Technical Services: Engineering, Financials, Scientific, IT, Law, PMO, staff augmentation and project outsource solutions offerings. Responsibilities: • Identify, research and secure new business opportunities utilizing prospecting skills Human resources and community/business networking to increase revenue, improve contribution, and diversify within product lines and industries supported. Follow sales cycle from beginning to end including research, initial contact, client needs/Talent analysis, development and presentation of proposals, as well as closing contracts. • Develop and maintain relationships with the business community to enhance and maintain a knowledge base of industry changes and community needs, as well as knowledge of industry standards, changes, and trends both nationally and locally.

Job Title
Associate Network Engineer
Computing - Consulting / Professional Services
06/2010 to 12/2010
– Provided IT support for US Air Force AMARC Division: designing customer solutions; DOD support business process improvements and security guidelines; troubleshooting and problem resolution of customer network difficulties; and deploy new technologies and software business configuration and implementation, functional reporting.Tools: Microsoft Active directory, MS office support Dameware, Altiris, Remedy, and security protocols and procedure development implementation with Oracle Maximo.

Job Title
Senior Business consultant
Computing - Consulting / Professional Services
09/2012 to 03/2013

·         Project Management – organization, leadership, coordination and management of client opportunities: new and existing.

·         Sale/pre-sales analysis and software demonstrations  

·         Business requirements analysis and documentation into functional requirements, specifications, presentation and/or estimate format, process impact analysis.

·         Domain expertise on Dynamics GP, Supply Chain and Manufacturing applications as well as key ISV products that support our clients industries 

·         workflow analysis, requirements analysis, business process development, implementation management, implementation services, software training & support, systems and process documentation

·         Established account on-going consulting – telephone, email, remote, on-site, etc.

·         Analyze back office processes to identify opportunities for improvement

·         Gather and understand client functional requirements

·         Perform gap analysis between a client's requirements and the functionality within Microsoft Dynamics GP

·         Understand the functional capabilities and limitations for out of the box functionality as well as custom code

·         Train client personnel on the usage and administration of Microsoft Dynamics GP (functional user training and technical training)

·         Design and integrate business processes and data flows between GP applications and other client applications

·         Develop high level project work plans

Manage individual and team budgets and scope ofwork
Job Title
Account Executive West, Microsoft Dynamics ERP, CIS, CIMM,
Government / Public Sector
06/2014 to 12/2014
  • Plan & manage a West sales territory according to an agreed upon Sales Strategy. RFP response to functional and technical requirements.
  • Creating a comprehensive, annual Sales Strategy through four key areas:
  • Continually gather and analyze market data and industry trends
  • Consistently develop comprehensive competitor knowledge
  • Create and refine value messaging for products based on circumstances within each territory
  • Define specific methods for delivering value messaging within each market vertical
  • Plan and prioritize personal sales activities and customer/prospect contact towards achieving agreed business aims, including costs and sales – especially managing personal time and productivity.
  • Attend and present at external customer meetings and internal company functions to aid business development and RFP responses.
  • Present basic software features and functions in congruence to individual customer’s areas of focus and priorities.
  • Manage product/service mix, pricing and margins according to agreed objectives.
  • Maintain and develop existing and new customers through appropriate propositions and principled sales methods in order to optimize quality of service, business growth and customer satisfaction.
  • Use customer and prospect contact activities tools and systems, and update relevant information held in MS CRM systems.
  • Plan/carry out/support local marketing activities to agreed budgets and timescales, and integrate personal sales efforts with other organized marketing activities (e.g., product launches, promotions, advertising, conferences and tradeshows).
  • Respond to and follow up on sales inquiries using appropriate methods.
  • Monitor and report on market and competitor activities and provide relevant reports and information.
  • Attention to learn; seek professional growth opportunities; continually embrace techniques regularly presented in the internal SharePoint site
  • Develop and attend training and develop relevant knowledge, techniques, and skills




Completed Institution Degree / Qualification
1994 National Louis University Business  

Work Related Training & Certification

Completed Institution Training / Certification
2013 Microsoft Dynamics GP 2010 Supply Chain  
2006 Microsoft Dynamics MS Retail management system  
2014 Microsoft Dynamics GP 2010 Financials  
2014 Microsoft Dynamics CRM 2013 Deployment  
2014 Microsoft Dynamics CRM 2013 Application  
2014 Microsoft Implementing Data models SQL Server 2012