Financial Reporting Project Manager with emphasis on re-working the COA to accommodate Allocation Accounts (Variable and Fixed) .  Corresponding analysis and implementation of new and advanced  FRx Reporting, Business Portal Web-Part and KPI Reporting (customizing Dashboards individually and by Role) and SSRS Reporting.  Performing accounting procedures analysis to streamline processes for Accounting Staff.  Hire and train Great Plains and FRx consultants, manage and supervise multiple implementations of 3rd party tie-ins; conduct needs analysis to determine client business processes; developed methodology and training guides for staff; provide full range of project management, technical support and user training.

Utilizing Integration Manager, migrated financial detail data and vendor information from their legacy UNIX based system (CPSI).  Implemented Microsoft Business Solutions modules, Fixed Assets, General Ledger, Purchasing, Business Portal, Advance Security, FRX and 3rd party Mekorma MICR.  Utilize the Smartlist Builder and the Extender tools to customize and capture additional data required for the procurement process.  Conducted all end user training on the MBS modules.  Created financial reports for Board Executives, Senior Management and Operations using FRX.  Created and documented business processes to insure that financial transactions are in compliance with SOX section 402.

Property Accounting:

All Financial reporting on 18 properties and 6 companies; Heavy cash management; Heavy G/L; Created and worked with extremely detailed budgets and budget variance reports; High volume A/P, A/R management,  reporting and budgeting; Quarterly and yearly governmental reporting – does not include tax returns; High volume bank reconciliations; Close working relationships with banks and mortgagors

Corporate Accounting:

Financial reporting for mid-size company; Expense report analyses; Heavy G/L;

High volume A/P; Detailed A/R and A/R analyses’ Governmental reporting, and budgeting; Intense Expense Reporting Analysis

ERP Manager:

·       Responsible for entire company’s (151 Properties and the Home Office) computer and IT needs

·      Implemented and trained others on Microsoft Dynamics GP including 2 upgrades (including data integrity during and after upgrades)

·      Installed, configured and trained others all 3rd party applications to Great Plains to include Integration Manager

·      Installed, implemented and trained others on FRx - wrote all reports for FRx

·      Acted as solitary help desk on software packages mainly Great Plains, but also including Excel, RentRoll and OneSite as well as Systems Administrator on all hardware and Citrix Servers

·      Ran SQL Queries when needed

·      Troubleshoot SQL database problems

·      Responsible for implementation, set-up and roll-out of property level reporting software (RentRoll)

·      Responsible for conversion to Great Plains home office financial software to include data integrity testing during upgrades

·      Wrote numerous custom reports and edited default reports for Great Plains

·      Responsible for and supervised 2 Great Plains upgrades and the upgrade to SQL databases

·      Responsible for troubleshooting all software and IT-related matters

·      Responsible for upgrade to OneSite from RentRoll and wrote custom data integrity testing spreadsheets during the process

·      Trained Others on OneSite and RentRoll

·      Worked closely with IT vendors.

·      Managed all licensing for all software, including website registrations and rights

·      Liason with Great Plains Partner

Main Accomplishments:

·Developed cash management spreadsheet for all properties that is used daily company-wide

·Wrote several Macros for Great Plains to increase efficiency

·Implemented all policy and procedure for the accounting department and wrote several procedure handbooks

·Developed budgeting spreadsheets

·Developed bank reconciliation automation spreadsheets

·Developed A/R Reporting that has saved the company many hours of intense reconciliation

·Developed and implemented entire company financial reporting policies and procedures.