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Extensive business analysis and process re-engineering experience in technical and supervisory positions
Proven ability to perform analysis, define requirements for programmers, test programs, train end users, write training documentation and troubleshoot issues for all manner of business systems, specializing in financial applications
Possess strong analytical and problem resolution skills
Equally adept at communicating with end users, project stakeholders and executive management

Work experience

Jul 2014Present

Director of Business Systems Solutions

Friedrich Air Conditioning Company

Improved the effectiveness of core processes to drive cost savings, standardization and improved productivity. Worked with key stakeholders and IT to optimize various disparate systems in order to support business vision. Managed the revived project to identify and install an Enterprise Resource Planning(ERP) system. Oversaw the implementation of a Customer Relationship Management(CRM) system for the Sales team. Generated reports from various data sources to assist with understanding and streamlining business functions.

Jun 2008Jun 2014

Director of Credit & Collections

Friedrich Air Conditioning Company

Oversaw the daily processes of customer credit evaluation(average 25 new accounts per month), invoicing(average 600 per month) and collections(average $12 million in receivables per month). Managed the accounts receivable for the 3 largest accounts. Resolved issues caused by transition from 1 company owned warehouse to 2 third party managed warehouses. Provided leadership, coaching and assistance to 4 functional processors and analysts.

Nov 2006May 2008

Director of Financial Projects

Friedrich Air Conditioning Company

Worked with all company departments to analyze their various business functions and document each system requirement with the goal of selecting a single ERP system to be installed enterprise-wide. Created process flowcharts of all activities in Engineering, Logistics, Supply Chain, Manufacturing, Credit, Accounting, Marketing and Executive Reporting in order to assess software requirements. Evaluated 15 software providers and assessed their ability to satisfy the requirements gathered. Consolidated chart of general ledger accounts from over 3000 to fewer than 1000.

Nov 2004Oct 2006

Director of Financial Controls/Assistant Controller

Preferred Home Mortgage Company

Analyzed, developed requirements, implemented solutions and documented business processes for all Accounting and Treasury Management functions. Developed technical requirements for third-party developers to repair system issues and to make enhancements. Selected and installed a new third-party general ledger system. Used various tools, including SQL, to develop and maintain reports in order to monitor department functions. Primary contact for Month-End and Year-End audits performed by parent company and independent auditors.

Jun 2002Aug 2004

Manager of Investor Reporting and Securitizations

Oakwood Acceptance Corporation Oakwood Homes Corporation

Analyzed financial and operational procedures and developed improvements that reduced the number of overtime hours required by the Investor Accountants each month by 50%. Provided financial analysis and reporting for the Executive Vice President/Secretary/Treasurer of Oakwood Homes. Ensured the accuracy, timing and completeness of monthly reports to investors. Oversaw the monthly distribution of cash proceeds to trustees for further distribution to investors. Provided leadership, guidance and feedback as Manager to 4 Investor Accountants. 

Oct 2001May 2002

Manager of Business Analysis & Process Improvement

Oakwood Homes Corporation

Managed complex projects through the life cycle from requirements gathering, functional specification, functional testing, end user testing, training and documentation. Facilitated a cross-functional group of senior personnel to develop and enforce standards for the application development process, including the creation of a standard for functional specification documents. Received and prioritized IT requests and assisted requestors in presenting their ROI cases. Monitored the progress of development and allocation of resources to projects on a weekly basis. Reviewed and approved analysis and design documents for accuracy, completeness and adherence to general guidelines and standards. Documented the flow of information through the entire loan process from application through collections. Provided project leadership, analytical guidance, feedback and assistance to Business Analysts, Senior Business Analysts, Help Desk and other personnel.

Aug 1998Sep 2001

Senior Business Analyst

Oakwood Acceptance Corporation/Oakwood Shared Services

Supported all underwriting, loan origination and loan funding systems by analyzing problems, researching solutions and implementing corrective actions.  Managed small to medium-sized projects through the life cycle from planning through implementation.  Re-engineered various loan origination processes and assisted with the purchase of a new loan origination system.  Developed analysis and design documents according to a structured systems development methodology.  Performed functional testing, assisted with user acceptance testing and documented changes for user training.  Provided leadership, guidance and feedback to 3 Systems Administrators and various levels of Business Analysts.  Determined the most cost-effective manner of meeting information needs.  Ensured users’ access to applications adhered to security policies on an on-going basis.

Mar 1997Aug 1998

Business Analyst-As400

Oakwood Acceptance Corporation

Supported all AS400 applications related to financing activities. Analyzed business processes and documented requirements to create new or change existing AS400 applications. Tested application changes to ensure requirements were met and the application functioned properly. Trained end users or the Training Department on the new application functionality. Created and maintained AS400 queries to extract information and create reports for management and other users. Supervised 2 Credit Scorecard Auditors. Provided assistance to Systems Manager for special projects as needed.

Jun 1994Feb 1997

Financial Applications Analyst

Food Lion, Inc

Consolidated $50 million annual capital and expense budget for the Information Technology Department. Monitored and controlled IT department expenditures for capital projects and general ledger expense accounts. Ensured items were charged to proper accounts for HQ equipment purchasing area. Minimized costs by maintaining standard contracts for purchases, maintenance and support of equipment. Designed processes and applications for Real Estate Department to track store construction progress. Assisted Cash Management Department with the reconciliation of debit and credit card general ledger and bank accounts and researched fraud complaints. Performed research and tracked activities related to trends and new developments in technology for supermarkets. 


Aug 1990May 1994

Bachelor of Science with Honors in Business Administration

Wake Forest University

Summa Cum Laude, Phi Beta Kappa, GPA 3.91

Recipient of the Wall Street Journal Award for Excellence in Finance