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SUMMARY

BRIEF SUMMARY 20 years of work experience in the financial, education, retail, d


istribution, procurement, change management, and healthcare arenas, the past 10
plus years in consulting with a focus on financial and procurement applications
such as Lawson and SAP. He has in-depth knowledge of many areas of finance (incl
uding insurance, real estate, tax, banking, treasury, securities, and cash manag
ement) and marketing.
SUMMARY
Skill Sets in Lawson:
Lawson Financial Suite (AP, GL, Grant Management, Cash Ledger, AM, Currency, AC,
BL, BR, Flexible Budgeting, Attributes, CA), Lawson Procurement Suite (Invoice
Matching, RQ, IC, PO), Report Writer, Grant Management 9.0
Professional Seminars, Certifications, Education and Training - Lawson
Lawson Financial Suite 7.x and 8.x Certification 1998, 2001
Lawson Procurement, Invoice Matching, GL, and AP v 7.x, 8.x, 9.x 1998, 2001
Lawson Grant Management 9.0 2006
Proficient in Lawson's SEA as well as the XML version of Lawson.
Skill Sets in SAP R/3:
FI (GL, AP, AR), FI-Asset Management, Cash Management, Special Purpose Ledger -
Cost of Sales Accounting, CO - Cost Center Accounting, Internal Orders, Product
Costing, Costing based Profitability Analysis, Profit Center Accounting,
Professional Seminars, Certifications, Education and Training - SAP
SAP Financial Accounting / Reporting (FICO) Level 2 training (AC010) 2004
Gartner Group Learning - FI System Configuration 1
Skill Builder DX - SAP R/3 4.6 Financial Accountant
Skill Builder DX - SAP R/3 4.6 AP Accountant
IBM Learning Services - SAP R/3 FI AR AP Account Document Posting
IBM Learning Services - SAP R/3 FI AR AP Organization Master Records
Additional Training:
Hyperion 2001
Crystal Reports (Report Design I, II, AND III) v 9.0 2003
Project Management Methodologies: IBM's Method Blue and SAP's Ascendant
PROJECT HISTORY
Lawson Financial Consultant
New York Blood Center, New York, NY
Lawson 8.0
Provided post Go-Live functional and technical consulting support for Grant Mana
gement.
Lawson Financial Consultant
Aspetar (Qatar Orthopedic and Sports Medicine Hospital)
Lawson 8.0.3 implementation
Implementation troubleshooting
Creation of UAT (User acceptance testing) scripts for all Lawson Financial modul
es. Asset, Budget, Accounting unit uploads
Flexible Budgeting training
AR training
Lawson Project Manager and Financial Consultant
Affinion Group, Dublin, OH
Lawson 8.0.3 upgrade to Lawson 9.0.1
Responsible for a $991,000 upgrade project; Created Conversion plan and Project
plan. Came in on time and $100,000 under budget.
Differences Training; Process review; Best Practices; 46 interfaces and 4 Custom
programs
Lawson Financial Consultant
St. Joseph's Medical Center, Brainerd, MN
Lawson 9.0
Created new GL and AP Companies
Created Conversion plan and converted GL Balances
Converted Assets
Converted Budgets (Flexible Budgeting)
Created new Report Writer Reports
Chicago Housing Authority, Chicago, IL
As a Lawson Training Manager
Lawson 9.0
Created 8.0 to 9.0 Lawson Differences training plan
Moderated Lawson Procurement, HR/PR, and Financial Differences training
Reviewed 9.0 Technical Support training plan
Created End User training plan for LBI and LBP
Lawson Financial Consultant
XM Satellite radio, Vienna, VA
Lawson 8.0
Provided functional and technical consulting for proposed XM and Sirius satellit
e radio merger
Created new companies and uploaded new Company and Org Codes
Queried GLAMOUNTS table to convert balances to new companies
Setup AP and Cash Ledger for new companies.
Transferred assets from old companies to new.
SAP FI Consultant
Commercial Vehicle Group, New Albany, OH
SAP R/3
Queried SAP to document system settings.
Ran financial programs to provide CIO financial data on newly acquired division
Marsh Supermarkets, Indianapolis, IN
Lawson Financial Consultant
Lawson 9.0
Provided post Go-Live functional and technical consulting support for GL, AP, LM
, and AM.
Abbott Labs, Columbus, OH
SAP FI/CO Trainer
SAP R/3
Fully developed training materials and trained to the materials for 150 end user
s. GL and A/P. Software used: RWD Info Pak, Word, PowerPoint, Visio. Created tra
ining materials for a large number of customizations.

Eze Castle, Boston, MA


Lawson Financial Consultant
Lawson 9.0
Provided functional and technical consulting for a GL and Asset conversion. Focu
s was primarily on AC and FB. Mapped new accounting units and accounts to new up
load and conversion spreadsheets. Uploaded new data to new environment. Worked w
ith Activities conversion programs.
Butler International, Ft. Lauderdale, FL
Lawson Financial Consultant
Lawson 9.0
Provided Report Writer and MicroSoft Add-ins support and training. Created sever
al new reports so that client was able to view financial data via industry verti
cals.
Things Remembered, Cleveland, OH
Lawson Financial Consultant
Lawson 8.0.3
Provided Year end close support for General Ledger, Assets, and Accounts Payable
.
Taylor Corporation, Mankato, MN
Lawson Financial Consultant
Lawson 8.0.3
Provided functional and technical consulting for a Chart of Accounts and Account
ing Unit revision project. Focus was primarily on AP, PO, MA, IC, and RQ. Mapped
new accounting units and accounts to new upload and conversion spreadsheets. Up
loaded new data to new environment. Worked with conversion programs and tested d
ata integrity.
Smart and Final, Los Angeles, CA
Lawson Financial Consultant
Lawson 8.0.3
Provided Go-Live support for Accounts Payable. Focused on follow up training and
invoice queries and uploads.
Labor Ready, Tacoma, WA
Lawson Financial Consultant
Lawson 8.0.3
Provided some project management, as well as functional and technical consulting
for a Lawson upgrade and conversion project. Focus was primarily on GL, AP, CB,
and AR.
Taylor Corporation, Mankato, MN
Lawson Financial Consultant
Lawson 8.0.3
Provided technical consulting for a Chart of Accounts and Accounting Unit revisi
on project. Focus was primarily on AP, PO, MA, IC, and RQ. Use of Microsoft Add-
ins to query and document current setup. Prepared upload files for new environme
nt.
Phoenix Children's Hospital, Phoenix, AZ
Lawson Financial Consultant
Performed Business Needs Analysis for Accounts Payable, General Ledger, Assets,
Activities, and Cash Ledger.
UCLA Hospital, Los Angeles, CA
Lawson Financial Consultant
Provided Go-Live support for General Ledger, Assets, and Activities.
Diakon Lutheran Social Services, Mechanicsburg, PA
Lawson Financial Consultant
Conducted Application Exploration for General Ledger, Accounts Payable, and Cash
Ledger. (Also, Report Writer, Uploads and Queries using Microsoft Add-ins, Tran
saction Writer, Allocations, and Consolidations).
Conducted CRP for General Ledger, Accounts Payable, and Cash Ledger ? Conducted
a partial level reorganization of the social service organization's hierarchy.?
Documented configuration and setup decisions.
Rue21, Pittsburgh, PA
Lawson Financial Consultant
Performed Business Needs Analysis and Application Exploration for Accounts Payab
le, Tax, and Cash Ledger
Conducted CRP for Accounts Payable, Tax, and Cash Ledger
Designed and configured production environment for Go-Live
Documented configuration and setup decisions.
Warnaco, Milford, CT
Lawson Financial Consultant
Created and revised various financial analysis reports using Lawson's Report Wri
ter.
University of Cincinnati, Cincinnati, OH
SAP CO Consultant
SAP R/3 implementation
mySAP Business Suite components: SAP R/3 Enterprise, SAP Strategic Enterprise Ma
nagement - Budget Planning and Simulation, mySAP Enterprise Portal and SAP Busin
ess Information Warehouse).
General Ledger / Finance team member responsible for configuration of client's C
O Assessment/Distribution modules to allocate expenses among various business ar
eas of university departments.
Created BPP's, Unit Test scripts, and Integration Test scripts for General Ledge
r / Finance team.
Managed Project Plan for Integration Testing phases one and two.
Assisted with creation of Go-Live Assessment and Knowledge Transfer Assessment.
Assisted in management of Project Plan for R/3 cutover.

Ashland Chemical, Dublin, OH


SAP FI and Change Management Consultant
SAP R/3 implementation
Change Management team member
Created a Change Management 101 course for client team members.
Created Knowledge Transfer strategy, plan, and measurement tool.
Developed End User Education and Training Strategy.
Laid the groundwork for the Change Readiness Assessment program.
Developed the Risk Mitigation strategy.
Prepared the Business Transformation portion of the Deployment workplan.
Customs and Border Patrol (Dept. of Homeland Security), Fishers, IN
SAP FI Consultant
SAP R/3 implementation
Worked with Finance team (AP Sub-team) to implement SAP R/3
Created BPD's, BPP's, RDD's, and COE's, which documented new SAP functionality f
or Federal Government (Prompt Payment Act, IPAC/Government Billing, Automated Di
sbursements, Check Cancellation, Payment Statistical Sampling, etc.)
Upon Go-Live, assisted with SAP Help Desk in VA.
Atlanta Public Schools, Atlanta, GA
Lawson Financial and Procurement Consultant
Lawson 8.0.2
Financial and Procurement team member
Team lead for Asset Management module implementation
Analyzed business processes and identified improvement opportunities.
Recommended changes to current policies and procedures to enhance efficiency.
Designed the future state business processes and end-user procedures.
Configured the software application to fit the customer's specific needs.
Interacted between the customer and IBM technical staff to help determine interf
ace and conversion requirements.
Phase 1 Fit-Gap analysis.
Team lead for SEA in regard to Requisitions and Receiving
Cape Fear Valley Health System, Fayetteville, NC
Lawson Financial Consultant
Lawson 7.0
Performed Business Needs Assessment and ROI proposal. (How much money and FTE's
would the client save by implementing Lawson.)
Analyzed business processes and identified improvement opportunities.
Recommended changes to current policies and procedures to enhance efficiency.
Designed the future state business processes and end-user procedures
Roswell Park Cancer Institute, Buffalo, NY
Lawson Financial Consultant
Lawson 7.X
Full implementation of Lawson Financials and Procurement
AP, GL, Cash Ledger, Asset Management and Activity Management setup decisions wi
th the hospital staff.
Documentation (flowcharts) of the current procedures through interviews of staff
members
Creation of new procedures with Lawson in place
Creation of CRP's (Conference Room Pilot test scripts)
Documentation, Comparison, Analysis, and Creation of Reporting Requirements
Creation of User Training manuals and competency exams
Training of hospital staff who were to be the trainers. (Train the Trainers).
Creation of Cash Ledger Training manual.
Set up of Employee Expense/Employee Advance, Invoice Matching, 1099 Reportable I
ncome modules. Security setup. Systems testing. Creation of custom reports (the
framework for IT to create the reports)
Creation of Lawson based Policies and Procedures (to replace their old systems'
P & P's)
Sibley Memorial, Washington, DC
As a Lawson Financial and Procurement Consultant
Lawson 7.X
Full implementation of Lawson Financials and Procurement
AP implementation and training.
Warehouse and Inventory Control consulting
Washington Hospital Center, Washington, DC
Lawson Financial Consultant
Lawson 7.X
Full implementation of Lawson Financials and Procurement
AP, EE, Cash Ledger setup decisions with the hospital staff.
Documentation (flowcharts) of the current procedures through interviews of staff
members
Creation of new procedures with Lawson in place
Creation of CRP's (Conference Room Pilot test scripts)
Documentation, Comparison, Analysis, and Creation of Reporting Requirements
Creation of User Training manuals and competency exams
Training of hospital staff who were to be the trainers. (Train the Trainers).
Set up of Employee Expense/Employee Advance, Invoice Matching, 1099 Reportable I
ncome modules.
Creation of Lawson based Policies and Procedures (to replace their old systems'
P & P's)
QUALIFICATIONS
SAP & Lawson:
* Guided companies through setup decisions for FI, CO, AP, IM, GL, Cash Ledger,
Asset and Activity Management. * Created documentation (flowcharts) of current a
nd recommended procedures through interviews of staff members. * Creation of CRP
's (Conference Room Pilot test scripts). * Documentation, comparison, analysis,
and creation of reporting requirements. * Creation of user training manuals and
competency exams. * Proficient in use of SAP, Crystal, Excel, Word, Project, Pow
er Point, Lotus Notes, RWD Info Pak, and Visio* Training of staff who will be do
ing end user training. (Train the Trainers).* Gather User and Business Requireme
nts, Business Modeling, Use Case Analysis* Set up of Employee Expense, Invoice M
atching, 1099 Reportable Income sections and modules.* Security setup, systems t
esting, creation of the frame work of custom reports, creation of Lawson based P
olicies and Procedures (to replace their old systems' policies and procedures)*
Preparation of business case and project plan for Lawson Financials application
upgrade. (7.2.4 to 8.1)* Creation of charter for conversion from Great Plains to
Lawson* Trained in analyzing financial data for forecasting, investment, and de
veloping marketing decisions. * Experience with banking, insurance, retail, real
estate, tax, securities, and commodities markets.* Analytical approach to resea
rch, analysis and organization of data.* In depth Risk Mitigation and Change Man
agement experience. ?
Accounting/Financial Control and Analysis:
* Developed budget analysis program to simplify budget review process which resu
lted in one person doing the work of seven and allowed for greater accuracy in f
uture budget forecasting.* Partnered with Controller and Treasurer in preparatio
n and analysis of budgets of 35 YMCA centers and camps.* Undertook study of curr
ent and alternative statistical methods of forecasting Worker's Compensation exp
enses, with resulting analysis showing that parent company had been overcharging
subsidiary in excess of $1.2 million.* Compiled weekly cash report, as on of ma
ny treasury related duties.* Analyzed and reviewed investment and fixed asset tr
ansactions.* Assisted in preparation of year-end audit schedules.* Conducted sen
sitivity analysis of effects of inflation and inventory levels on LIFO reserve p
rovision and related tax consequences.* Monitored and determined performance fig
ures of the YMCA's various equity and bond fund managers. (Totaling $28 million
in assets).* Reconciled contract agencies' receipt and expenditure records with
the City of Columbus Auditor's Office.* Prepared quarterly budget reports for Fe
deral government (VISTA program).* Reviewed budget proposals and modifications,
as well as provided technical assistance to contract agencies.?
Special Projects:
* Assisted in preparation of acquisitions and divestitures handbook* Designed ca
sh flow training manual and working capital maintenance section of asset managem
ent handbook for non-financial managers* Was responsible for analysis and projec
tion of sales, inventory and demand to determine appropriate allocation of merch
andise to 605 stores
PROFESSIONAL HISTORY
Project Lead / Senior Consultant / Trainer - Feb. 2008 - Present
PFS Software Solutions, LLC, Pickerington, OH
Project Lead / Senior Consulting Specialist - May 2006 - Feb. 2008
Paradigm Business Solutions, Columbus, OH
Senior Application Specialist - Oct. 2005 - May 2006
Bisys, Columbus, OH
Lawson and SAP Financial & Procurement Consultant - Nov. 2000 - Jun. 2005
IBM
Lawson Project Manager - Jul. 2000 - Nov. 2000
Interliant, Inc, Columbus, OH
Lawson Financial and Procurement Consultant - November 1998 - June 2000
Implementation Specialists for Healthcare, West Orange, NJ
Budget Analyst - Jan. 1997 - Nov. 1998
Consolidated Stores, Columbus, OH
Value City Department Stores, Columbus, OH
Inventory Planner / Allocator - Jun. 1996 - Jan. 1997
Victoria's Secret Stores, Columbus, OH
Inventory Planner - Jan. 1995 - Jun. 1996
City of Columbus, Columbus, OH
Accountant II - Jan. 1992 - Jan. 1995
Carrier Corporation (subsidiary of United Technologies Corporation), Farmington,
CT
Senior Financial Analyst Trainee - Sep. 1991 - Jan. 1992
YMCA of Metropolitan Chicago, Chicago, IL
Accounting Assistant - Jan. 1988 - July 1990
EDUCATION
BS, Business Administration - Jun. 1990
Florida A & M University
GPA: 3