Recent Successes
Extended the functionality of a Microsoft Excel-based budget template for an insurance company, allowing managers to easily budget operating expenses, estimate the quantity of cost drivers for key activities, and describe the linkage of cost drivers to the operating plans.
Finished implementing the General Ledger module of a financial suite for an insurance company, assisting in various project areas.
Begun implementing the Human Resources and Payroll modules of a financial suite for a health insurer, assisting in process reviews and application setup.
Evaluated the software and process options for the government reporting group of a health insurance company, recommending options to replace the existing system.
Reviewed and addressed the accounting and systems issues for a manufacturing plant being sold by an athletic apparel company, permitting a smooth transition to the acquiring company.
Evaluated the sales compensation practices of a manufacturing company against other companies in the industry, allowing the company to revise its practices to reflect its growth and profit objectives.
Enhanced the standard Lotus Notes scheduling database for a telecommunications equipment manufacturer, enabling software teams to better schedule system testing in the testing labs.
Served as the interim accounts receivable manager for a university, reviewing functions in the department and suggesting improvements in controls and processes.
Upcoming Projects
Develop an activity-based cost allocation and reporting model using Metify for an insurance company, allowing activities and costs reported under cost reimbursement contracts to be more accurately and timely reported.
Continue implementing the Payroll and Human Resources modules for a health insurer, assisting the client with process changes, interface design, data conversion, and user training.
Identify and resolve cost accounting issues in the implementation of an ERP package for a sock manufacturer, allowing the client to address these issues quickly and adhere to a tight implementation deadline.
Develop queries to screen the bill of materials and cost sheets of an apparel manufacturer for various errors, improving the accuracy of the cost sheets and the accounting records.
Redesign the chart of accounts and reporting package for a hosiery company, permitting more flexible and consistent reporting.
Design and develop an application to estimate the preliminary cost of a sock, allowing marketing and merchandising personnel to quickly screen ideas without developing a formal standard cost or knitting a prototype.
Convert vendor information for a paper distributor from an outdated database to Lotus Notes, allowing easier updating, sharing, and searching of vendors and products.