Gene Altamirano

• Resolved complex bank reconciliation issues dating back to 2021.
• Identified and resolved integrity issues within General Accounting and Accounts Payable.
• Analyzed and corrected Fixed Asset accumulated depreciation problems for FY 2023.
• Configured a new EFT payment instrument and process to ensure clear differentiation from manual payments.
• Prepared comprehensive financial reports for FY 2023, including the Balance Sheet, Income Statement, Trial Balances, and specific data sets for financial auditors.
• Restructured business units and chart of accounts to align with current requirement changes.

• Led the system setup and financial data conversions for Canadian plants (Ontario, Edmonton, Brantford) to JD Edwards, ensuring seamless integration.
• Provided level 2 production support for all financial modules, costing, inventory, purchasing, sales order, and manufacturing accounting issues.
• Created and executed a custom process for daily reclassification of sales order COGS journal entries, aligning with item cost structures for precise G/L account allocation.
• Configured electronic payment processes for wires and ACH (EDI 820 outbound) for the Canadian company.
• Developed an automated G/L reconciliation process for the Non-Stock RNV account, ensuring accurate monthly financial closures.
• Conducted user training sessions for Canadian users on JD Edwards Financial modules.

• Planned and led team meetings to review business results and communicate new and ongoing priorities.
• Led a team of 2 employees, ensuring high productivity and excellent customer service.
• Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
• Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
• Managed special JD Edwards projects through all phases, ensuring successful production deployment.
• Provided level 2 production support for financial modules, including costing, inventory, purchasing, sales order, and manufacturing accounting issues.

• Led finance project to restructure and consolidate business units and Chart of Accounts (COA), enhancing financial reporting accuracy.
• Developed and implemented conversion programs to update transactional data across all files containing account fields, ensuring data integrity.
• Directed the finance team in the successful plant rollouts (Track 3) of JDE Manufacturing and Distribution systems in Fort Worth and Birmingham.
• Implemented JDE configuration for the Mexico company (Co-Packer) to start capturing sales transactions.
• Mentored and trained junior financial business analysts, enhancing their business knowledge and JDE skills.
• Utilized SQL queries to diagnose and troubleshoot data issues in JDE.
• Developed comprehensive functional and technical specification documents for all SLT-approved financial enhancements.
• Resolved level 2 production support issues for financial modules, including costing, inventory, purchasing, sales order, and manufacturing accounting.
• Cultivated a positive rapport with both executive leadership and end users.
• Coordinated project plan development and finance activities for the 9.2 application upgrade, driving project success.

• Configured JDE for the rollout of Manufacturing and Distribution across 11 nationwide locations.
• Conducted gap analysis between existing processes and target processes in order to identify areas of improvement.
• Participated in meetings with internal customers and external partners in order to gain an understanding of their specific needs and objectives.
• Created test plans, scripts and scenarios for unit, integration and user acceptance testing.
• Developed training materials such as user manuals, quick reference guides or job aids for end users.
• Managed and resolved production support issues for financial modules, costing, inventory, purchasing, sales orders, and manufacturing accounting.
• Led the finance team in the successful implementation of JDE Manufacturing and Distribution systems across multiple plants, including Thornton, Salem, Portland, Albert Lea, Opelousas, Ontario, and Waukesha.
• Implemented Rapid Reconciler software to enhance inventory reconciliation efficiency within JDE.
• Configured JDE for new Singapore company utilizing direct ship model (SD/OD).
• Configured JDE to support multi-currency transactions, streamlining global financial processes.
• Corrected MRO perpetual inventory imbalances to ensure accurate book balance.
• Conducted JDE training sessions to assist business users in troubleshooting job-related issues.
• Led project plan development and financial activities for 9.1 application upgrade, driving project success.

• Configured and enabled accounts receivable module in JD Edwards to streamline financial processes.
• Restructured and consolidated business units and chart of accounts (COA) to eliminate redundancies.
• Worked with the technical team to design conversion programs, ensuring accurate updates to transactional data across all files with account fields.
• Identified and corrected system configuration errors.
• Managed and resolved production issues for financial modules, costing, inventory, purchasing, and sales order.

• Upgraded JD Edwards system from Oneworld XE to 8.12 version, enhancing system functionality and performance.
• Led the implementation of the Property Management module.
• Delivered comprehensive post go-live support for all JD Edwards financial applications.
• Provided continuous production support for all JD Edwards Financial applications.

• Led the implementation of OneWorld 8.11 financial modules.
• Conducted 'As is' and 'To Be' process sessions with business users to capture and document their requirements.
• Performed CRP testing following system configuration, troubleshooting and resolving any issues encountered.
• Maintained comprehensive financial issues log during pre go-live and post go-live phases.
• Authored training materials such as user manuals and job aids to support user training and system adoption.
• Provided post go-live support to ensure a seamless transition for financial systems.

New Implementations:

• Led and implemented OneWorld XE financial modules, enhancing overall financial operations.
• Conducted meetings with business users to capture and document their requirements.
• Restructured business processes to improve efficiency, and conducted comprehensive training on financial modules.
• Provided post-go-live application support for ensuring a smooth transition and operational continuity.

Clients included:

• Jakks Pacific, Inc. - (General Ledger, Multicurrency, Accounts Payable, Accounts Receivable, Inventory, Purchasing, Sales Order).
• Westfield Corporation - (General Ledger, Multicurrency, Accounts Payable, Job Costing, and Purchasing (Subcontracts)).
• Ventura Foods LLC - (General Ledger, Accounts Payable, and Fixed Assets).
• Textainer, Inc. - (General Ledger, Multicurrency, Accounts Payable, Accounts Receivable, Inventory, Purchasing, Sales Order).
• NGK Spark Plugs, Inc. - (General Ledger, Multicurrency, Accounts Payable, Accounts Receivable, Inventory, Purchasing, Sales Order)

Upgraded client, Pacific Coast Producers, Inc., from B73.3.1 to OneWorld XE version:

• Reviewed and corrected financial system setups performed by a third-party vendor.
• Instructed a Net Change class on the latest features of OneWorld XE version.
• Updated and reorganized end user documentation to ensure better accessibility and understanding.
• Troubleshoot and resolve all financial integrity issues before the production upgrade go-live.

Post Go-Live support for Swinerton Incorporated:

• Resolved critical issues in OneWorld XE Procurement, Job Cost, and Accounts Payable modules.
• Reviewed and rectified financial system setups implemented by a third-party vendor.
• Corrected data discrepancies in Accounts Payable and Subcontract conversions performed by third-party vendor.
• Utilized SQL queries to identify and troubleshoot data discrepancies.

• Assisted the financial lead in collaborating with business users to gather and document their requirements.
• Implemented financial applications at client sites, ensuring seamless integration and functionality.
• Refined financial application processes to enhance efficiency and accuracy at client locations.
• Troubleshot financial application issues on-site, resolving client concerns promptly and effectively.
• Collaborated with cross-functional teams to ensure timely delivery of projects.
• Created comprehensive configuration documentation to leave with the client for reference purposes.
• Developed detailed training process scripts to be used during the CRP project testing phase, to enhance user proficiency in financial applications.
• Successfully assisted in implementing financial applications for three new JD Edwards clients: Toytime Inc., Iroquois Gas Company, and Inacom Inc.
• Supported client, Arconix Inc., in resolving critical accounts payable and accounts receivable issues.

• Conducted technical and analytical work to support the development, interpretation, and implementation of financial and accounting processes for strategic planning and control.
• Assisted with corporate accounting close processes, performed technical analysis, and prepared periodic financial assessments for budget planning, forecasts, and projections.
• Booked software contract revenue and analyzed business partner expenses to ensure accurate financial reporting.
• Supported accounts payable processing during peak periods.

• Prepared monthly financial statements and journal entries using JD Edwards World Software.
• Reconciled general ledger accounts and bank statements, ensuring accuracy and compliance.
• Maintained fixed asset records, supporting accurate financial reporting.
• Tracked and reconciled capital expenditure projects, facilitating effective budget management.