LN Finance Consultant

Over 25 years of ERP systems implementation and post-implementation support experience.

Overview

Specialties: ERP systems implementations, post implementation support, CPA, Baan / Infor LN, Dynamics AX / Axapta, Oracle.

Finance Operations
G/L, A/R, A/P, Cash Management, Financial Statements, Electronic Banking, Cost Accounting and Budgets Purchasing, Sales, Shop Floor Control, Routings, BOMs Inventory Control, Hours Accounting, PCS Projects and Service

Versions

All Triton versions
All Baan Versions
All LN releases

Modules

Finance
Purchasing, Sales, Shop Floor Control, Routings, BOMs Inventory Control, Hours Accounting, PCS Projects and Service
G/L, A/R, A/P, Cash Management, Financial Statements, Electronic Banking, Cost Accounting and Budgets
• Served as one of a three person USA Finance Implementation Team • Primary areas included: o USA specific interfaces with external applications – including employee expense application, loyalty program application. Worked with programmers in the specifications as well as the testing to insure the ultimate scripts satisfied client requirements. o Integration Mapping – Identifying US specific additions needed to the Global Integration Mapping Scheme. o Costing – Making sure that the costing was properly set on all items. Client worked with both MAUC and FTP costing. o Fixed Assets – involved with the training, testing, and migration specifications. o Set up attributes required for custom reporting. o Worked with Users in UAT testing and problem resolution. o Developed and delivered training. o Provided post implementation support.
• Served as the Finance Lead Consultant on this ERP LN 10.5 implementation/upgrade in a single logistic/single finance configuration. • Modules upgraded: G/L, A/R, A/P, Cash Management, Financial Integrations, Cost Accounting, Financial Statements, Invoicing, Tax • Projects – worked as a team to convert them from PCS Projects to TP Projects – so that the company could take advantage of additional functionality – such as Revenue Recognition, Cost Plus Invoicing, Earned Value Management, etc. • Operations modules worked with: Procurement, Sales, Shop Floor Control, Warehousing, TP Contracts, TP Projects and the remainder of the TP related modules. • Assisted with master data decisions and setup • Assisted with procedure testing and problem resolution • Developed and delivered training • Assisted with migration planning and mapping • Assisted with go-live weekend planning and coordination • Provided post implementation support
• Filled in for the lead finance consultant while he was out on medical leave. • Provided finance training to the entire global implementation team. • Worked with the finance team to define finance related master data and parameters. • Worked with the finance team to define the processes in their Business Control Model spreadsheet
• Served as the Finance Lead Consultant on this ERP LN 10.4 implementation in a single logistic/multi-finance configuration. • Modules implemented: G/L, A/R, A/P, Cash Management, Financial Integrations, Cost Accounting, Financial Statements, Invoicing, Tax, Pricing • Operations modules worked with: Procurement, Sales, Shop Floor Control, Warehousing, Field Service, Customer Claims • Assisted with master data decisions and setup • Assisted with procedure testing and problem resolution • Developed and delivered training • Assisted with migration planning and mapping • Assisted with go-live weekend planning and coordination • Provided post implementation support
• Helped client reconcile all balance sheet integration accounts for 2015 • Helped client make the changes, corrections indicated by the reconciling items identified. • Made recommendations for Integration Mapping simplifications.
• Served as the Finance Lead Consultant on this ERP LN 10.3 implementation of company’s sites in China • Modules implemented: G/L, A/R, A/P, Cash Management, Financial Statements, Financial Budget System, Financial Integrations, Cost Accounting, Invoicing • Operations modules implemented: Procurement, Sales, Project Control System, Shop Floor Control, Warehousing, Field Service, Depot Repair • Assisted with master data decisions and setup • Assisted with procedure testing and problem resolution • Developed and delivered training – Currency Set-Up, Intercompany Transactions, Intercompany Invoicing, Surcharges, etc. • Assisted with migration planning and mapping
• Served as the Finance Lead Consultant on this ERP LN FP8 10.2.1 implementation. • Modules implemented: G/L, A/R, A/P, Cash Management, Financial Integrations, Cost Accounting, Invoicing • Operations modules worked with: Procurement, Sales, Shop Floor Control, Warehousing, Field Service, Depot Repair • Assisted with master data decisions and setup • Assisted with procedure testing and problem resolution • Developed and delivered training • Assisted with migration planning and mapping • Assisted with go-live weekend planning and coordination • Provided post implementation support
• Provided overview of Baan V vs ERP LN FP7 Differences for each of the Finance Modules • Participated in multicompany structure meetings relative to the best structure for the ultimate global implementation of ERP LN. Worked with team to come up with the best overall structure. • Discussed AS IS processes with client personnel, as well as planned usage of new ERP LN functionality (and planned usage of functionality previously available, but not currently being used). • Selected applicable DEM Flows from the EBM42 flows from Infor, and brought them into a Reference Model. Made modifications as needed to the flows. • Provided the Finance sections of the Assessment report and Blueprint report prepared by the consulting team
• Provided consulting, problem-solving, and training to accounting department. • Helped identify and correct problems with mapping of operational transactions to general ledger accounts and dimensions. • Provided assistance to them in their month end closing process and reconciliation of inventory, WIP, AP Accrual, and other accounts. • Provided planning and testing relative to changes in the basis for their costing – moving from surcharges to operations costs for variable overhead. • Provided specifications for report development.
• Served as the Finance Lead Consultant on this Baan LN implementation. • Modules implemented: G/L, A/R, A/P, Cash Management, Financial Integrations, Cost Accounting • Operations modules worked with: Purchasing, Sales, Shop Floor Control, Inventory Control, Warehouse Management, PCS Projects, Big Projects • Assisted with master data decisions and setup • Assisted with procedure testing and problem resolution • Developed and delivered training • Assisted with migration planning and mapping • Assisted with go-live weekend planning and coordination • Provided post implementation support • Performed report writing using Cyberscience’s ECQ Report Writer.
• Provided guidance and support to the internal implementation team • Assisted with the conversion of static data, and the planning for the migration of dynamic data • Assisted with Integration Mapping issues • Assisted with testing and resolution of problems encountered during testing • Lead workshops to test and prepare scenarios for Conference Room Pilots • Assisted key users with the preparation and delivery of end user training
• Served as the Finance Lead on one of the teams involved in a global implementation of a customized Baan V Single Logistic Multi Finance environment • Performed and guided finance superusers in training, testing, issues resolution, mapping of static and dynamic data for migration, reconciliations to logistical data • Finance Modules implemented – G/L, A/R, A/P, Cash Management, Fixed Assets • Operations Modules integrated to – Big Projects, Purchasing, Sales, Warehousing, Service
• Served as the Finance Lead on this start to finish Baan IV multi-site single finance / multi logistic implementation • Modules implemented: G/L, Cost Accounting, A/R, A/P, Cash Management • Operations modules worked with: Purchasing, Sales, Shop Floor Control, Routings, BOMs Inventory Control, Repetitive Manufacturing, Supply Chain • Provided project planning • Developed and delivered training • Provided guidance in master data and parameter decision making • Worked with operations on joint master data, parameter, and procedural decisions, especially in the areas of cost accounting and standard cost development • Performed report writing using Cyberscience’s ECQ Report Writer • Performed migration planning and mapping • Provided go-live weekend planning and coordination • Provided post implementation support • Assisted with and trained accounting personnel in account analysis and reconciliations • Developed procedures and resolved problems relative to month end closings • Provided assistance as needed in operations areas