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Microsoft SQL Server 2005, 2008
T-SQL Queries Views SSRS Reports Install Setup/Configure Security
Microsoft SharePoint 2007
Install Setup/Configure Customize Security Train Users
Microsoft Dynamics GP
Core Financials General Ledger Bank Reconciliation Accounts Payable Accounts Receivable Fixed Assets Intercompany EFT/ACH Multi-Currency Distribution Sales Order Processing Purchase Order Processing Inventory Kits Landed Costs Project Accounting Business Portal Payroll Extender/SmartList Builder Report Writers Excel Reports SRS Reports Crystal Reports GP Report Writer FRx Report Writer Customizations/Integration Tools Integration Manager VBA Modifier ISV Solutions SalesPad Mekorma MICR Nolan Advanced Intercompany Compass Point of Sale
Microsoft Office 2003, 2007, 2010
Excel V-Lookups Advanced Formula Reporting - Pivot Tables Word Outlook PowerPoint Visio
General Ledger Accounts Payable Accounts Receivable Intercompany Multicurrency Financial Reports Revenue/Expense Deferrals Cost Accounting Project Accounting Merger/Acquisitions

Work experience

Jan 2010Present

Dynamics GP Independant Consultant

The Dyn Group, Inc
  • Conducting of business requirements gathering sessions, needs analysis, workflow analysis and documentation of the business processes
  • System installations, setup and configuration
  • Data mapping, scrubbing, migrations and integrations
  • Systems testing, end-user training, go-live support, and report writing
Feb 2002Dec 2009

Director of Business Solutions - ERP

Aztec Systems, Inc

During my 8 year term as Director of Business Solutions at Aztec Systems, I was fully responsible for the professional services team delivering Microsoft Dynamics solutions. Under my direction, this business unit became the highest revenue grossing line of business at Aztec.

Operational/Management Accomplishments

  • Integrated two companies acquired within a 12 month period which effectively doubled the size of the consulting staff, active customers and office locations
  • Organically grew an international office in Costa Rica to lower cost of resources
  • Successfully added 4 new product offerings in turn increasing revenue and market share significantly
  • Influenced the strategy and direction of the company by collaborating with other members of the executive management team weekly
  • Maintained a 98% year-over-year customer retention rate by ensuring the customer's expectations were being met resulting in increased revenues, repeat business and strong customer satisfaction scores
  • Created sales quoting models to ensure proposals were repeatedly profitable, feasible and competitive
  • Designed Key Performance Indicators(KPIs) to measure business unit success

Resource Management Accomplishments

  • Sustained a positive work environment that significantly minimized staff attrition for a team of 23 members across 5 office locations
  • Created a training program to organically grow consulting staff due to lack of resource availability in highly cost competitive industry
  • Designed a one-of-kind original performance management system that affords individual team member opportunities for advancement within the organization. Using the "Points System", a consultant easy understood what requirements, both professional and personal, were necessary to be met before moving up to the next position in the team.

Project Management Accomplishments

  • Creation of statements of work and project plan
  • Resource assignment and scheduling
  • All-inclusive management of the project budget, issues, and risks



Dan Tilley

Alyssa Martin

Andrew Levi



Microsoft Certified Business Management Solutions Professional Applications for Microsoft Dynamics GP


Microsoft Dynamics GP Installation & Configuration


Microsoft Certified Systems Engineer