Corey Phipps

• Daily responsibilities include working with companies to understand their business process, KPI's, organizational structure and recommending and building scalable solutions to common pain points of the organization.
• Work with business power user's to introduce new features and functions of NetSuite and how that differs from the current system.
• Configuring and implementation of NetSuite Cloud ERP system ( Order Management, Advanced Manufactuing, Demand & Supply Planning, Procure to Pay, Financial management and Design to build.
• Experienced in completing Advanced PDF, Saved Searches, Data Imports and workflows.
• Worked with the creation of requirements for scripting that is not a native function, Ability to write the requirements, test the solution and deliver to the customer.
• Implemented One world subsidiary set up with Multi subsidiaries and multi currancy.
• Implemented Suite Projects along with Advanced Revenue management.
• Ability to take the project from discovery all the way through UAT and get customer signoff.
• Ability to understand customer requirements and translate those into additional sales and requirements.
• Mentored junior consultants, improving their skills and knowledge through hands-on coaching and guidance.
• Collaborated with cross-functional teams to ensure seamless execution of project milestones and deliverables.
• Involved in requirement gathering, analysis, design, development, testing, and user customization.

Worked on leading projects and implementing NetSuite for various clients around the world. Worked in companies in healthcare, wholesale distribution, food and beverage, nonprofit, services energy and manufacturing verticals. Leading the team to understand the current business requirements as well as the future state transformation. Evaluated the process and the opportunity to use 3rd party software to enhance the NetSuite implementation.

• · Fully Implemented NetSuite ERP and CRM modules along with full data migration of accounting, inventory, customer and vendor data from legacy systems. Developed custom financial and sales reports for clients, allowing senior management to efficiently make critical business decisions.
• · Worked with client’s senior team and process owners during the requirements gathering phase to thoroughly understand existing business processes, generate process workflow diagrams and document requirements for NetSuite implementation projects.
• · Generated custom solutions using data relationship and process flow diagrams for web and CRM applications developed for company and customer accounts. \
• · Conducted Business Acceptance Testing for customizations developed in-house by generating business specific use cases, ensuring the solutions provided to clients fulfill their requirements and adhere to their internal business guidelines and processes.
• · Record to Report, Order to Cash, Procure to Pay
• · Advanced Revenue Management and Fixed Assets
• · Finance Module, AR, AP Handles all your financial data.
• · Advanced Procurement Module/Supply Planning – Handles all you purchasing to produce or sell products from order to payment.
• · Advanced Manufacturing Module – Produces your product to sell insuring you have the materials and capacity. Several production work center, infinite Scheduling, routers, production reporting and work center restraints. Successfully configured Manufacturing mobile to capture time and use mobile applications on the shop floor.
• · Advanced Inventory Management – Helps you manage your inventory and keep sufficient stock levels for selling or producing. Lot, serial and Matrix item set up.
• · Order Management Module – Helps company with the complete cycle of order to delivery status.
• · Warehouse Management Module – Helps you know where your products are in the warehouse for efficient order fulfillment needs.
• · Supply Chain Management – Helps track the materials movement thru the supply chain efforts.
• · One World – Foundation Set up and configuration and One World to track and set up subsidiaries and foreign entities.
• · Demand Planning & Supply Planning – How to calculate, what to calculate and time frames.
• · Product and component costing – cost rolls and revalue of inventory using certain costing methods.
• · Work as the lead consultant and subject matter expert to design new processes in NetSuite using standard functionality, customizations, and 3rd party tools
• · Work with the project teams on new NetSuite implementations and changes to existing systems
• · Work with the development teams on customization design, testing and deployment
• · Ensure completion of tasks, milestones, and components including functional specifications, design specifications, configurations, quality assurance, implementations, and project reviews
• · Work with project staff and other team members to redesign client business processes
• · Train end users on how to effectively use systems features and applications
• · Develop, test, and deploy customizations, custom records, workflows and SuiteApps
• · Software development lifecycle (SDLC) methodology knowledge and use
• Experience with NetSuite Accounting, Project Management & OneWorld modules.

Finance

Managed and coordinated all aspects of accounting and financial planning functions for a manufacturer of residential and commercial garage doors. Collaborated with senior management to compile annual financial plan using extensive spreadsheet modeling, analysis and cash flow forecasting. Establishe
d monthly reporting package, included extensive sales reports and financial analysis. Fulfilled human resources responsibilities, resolved recruiting, employee, and benefit administration issues. Handled all costing from product costing to some job costing aligning all inputs and looking for savings and automation to reduce risk. Supported the manufacturing process of Standard and process costing, complex models with Variance accounting.

Operations

• Shop floor activities
• Managed and motivated employees to be productive and engaged in work.
• Cross-trained existing employees to maximize team agility and performance.
• Controlled costs to keep business operating within budget and increase profits.
• Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
• Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
• Manufacturing Executions
• Shipping and Receiving
• Inventory Management
• Warehouse Management
• Worked closely with Engineering
• · As CFO of Mid America Door, I served as Project Manager for the re-implementation of Oracle JD Edwards ERP. Managed the development and maintenance of the implementation portions of the project. Develop new IT and Operational infrastructure. Achieved budget and cost controls set for the project. Increased validity and timing of the information along with increased efficiency. Evaluated several ERP systems such as Epicor.
• Various, 1986 – 2008
• Assistant Controller
• Reported directly to the CFO and managed a staff of eight. Led and directed all accounting operations, financial reporting, payroll and inventory for a three-billion-dollar aircraft parts manufacturer. Performed monthly analysis; produced extensive financial reporting package and presented to senior management and home office. Collaborated with management regarding key business and accounting issues, revenue recognition, cost management and budget analysis. Ran Project to help consolidate seven locations together for financial reporting using Hyperion software solution. Responsible for Costing models and variance review. Mentored staff in methodology and consulting excellence and encouraged best practice in project management and project planning.
• Senior Tax Analyst (Contract)
• Prepared federal and state corporate and partnership tax returns. Perform the tasks of preparing personal property tax returns. Worked on various M-1, M-2, M-3 account reconciliations, preparation of tax work papers and tax trial balances. Worked with book to tax differences, FIN 48 and FAS 109 and Sarbanes-Oxley. Handled audit issues with the IRS along with negotiations to income tax treatment sought on federal tax return.
• CFO/Controller
• Joined company that was struggling financially and was experiencing several years of declining profits. Challenged with assisting the president to achieve 30 million in sales growth along with a return to profitability. Key activities entail P&L and cash flow management and managing monthly financial accounting package.
• Tax Accountant/Auditor
• Prepared corporate, partnership and personal returns required by federal, state and local taxing authorities. Prepared financial presentations, company asset evaluations and handled other tax related matters for our clients. Performed audit engagements for public and not for profit companies. Review of financial statements for materiality.