Phil Cox
Bozeman,MT
Summary
Detail-oriented Financial Systems Analyst with over 14 years of experience working with a broad range of software platforms with a focus on cloud computing. Accomplished M&A integration Project Manager with over 4 years experience.
Overview
31
31
years of professional experience
Work History
Financial Systems Analyst - NetSuite
MASA Global
Remote
06.2024 - 05.2026
- Performed key financial systems administration duties, business requirements gathering for enhancements, and data integrity monitoring.
- Assisted in implementing NetSuite order-to-cash automation through rigorous testing and documentation.
- Supported integration and rollout of middleware and payment processor software to enhance operational efficiency.
Financial Systems Analyst - NetSuite
Allstate Identity Protection
Remote
10.2022 - 06.2024
- Responsible for key financial systems administration, technical documentation, and data integrity, focused on the NetSuite platform.
- Play a critical role in the continued enhancement, resolution, testing, training, documentation and implementation of NetSuite and other financial systems as required.
Business Analyst, Subscription Testing
Oracle America, Inc
Bozeman, MT
09.2016 - 10.2022
- Primary UAT tester for Oracle Fusion Order Management for all SaaS related functionality updates and/or enhancements. Other responsibilities include metrics reporting, part mapping, and collaboration with several teams on high profile projects as needed in the cloud space for Order Management.
Project Manager, SaaS - Mergers & Acquisitions
Oracle America, Inc
Bozeman, MT
03.2012 - 09.2016
- Focused on coordination of M&A activities for integration to ensure a smooth transition of acquired companies order to cash processes into Oracle systems upon Operational Go Live.
Revenue Accounting Manager
RightNow Technologies
Bozeman, MT
10.2008 - 03.2012
- NetSuite ERP Project Management involved the implementation of NetSuite in-house with a small team for over a year while still managing day to day operations. Performed and completed all Order to Cash UAT, assisted with all requirements and helped establish the go forward Order to Cash processes with strong focus on OM, RevRec, and invoicing.
- Managed a team of Revenue Accountants responsible for all global corporate bookings from order to cash, software provisioning, revenue metrics and reporting.
Corporate Tax/GL Accountant
RightNow Technologies
Bozeman, MT
10.2007 - 10.2008
- Responsible for all global Sales and Use Tax filings and reporting of Form 5471. Managed and communicated all NA Sales and Sales Operations Financials including 3rd party contracts.
Revenue Accountant
RightNow Technologies
Bozeman, MT
10.2005 - 10.2007
- Global order to cash processing including professional services.
Office Manager/Accountant
Northern Routes Transportation, Inc.
Bozeman, MT
06.2004 - 10.2005
- Implemented and maintained company protocols to facilitate smooth daily operations.
Inventory Clerk
Orange Park Medical Center, PCT
Orange Park, FL
07.2001 - 11.2001
- Received, maintained and delivered hospital inventory to all departments.
Assistant Manager
United States Navy, USN
Fajardo, Puerto Rico
07.1995 - 07.1999
- Naval Weapons Depot - Naval Security
Education
Bachelor of Arts - Accounting
Montana State University
Bozeman, MT05.2004
Associate of Arts - Accounting
FCCJ
Jacksonville, FL08.2001
Skills
- Proficiencies in multiple ERP systems including NetSuite, Oracle Fusion Order Management, Oracle GSI, Oracle CX, Great Plains and Softrax
- Knowledgeable in SaaS and License based software models from Order to Cash
- Assisted in integration of 3rd party systems into the ERP including middleware and payment modules (Clarity, Oracle, Tipalti)
- Very self-motivated, with excellent attention to detail and work ethic
- Strong communication, interpersonal, analytical and research abilities
- Excellent networking skills
- Team-player mentality
Affiliations
- Beta Alpha Psi/Accounting Club
- Little League Baseball Coach
- Volunteer Income Tax Assistance
Timeline
Financial Systems Analyst - NetSuite
MASA Global
06.2024 - 05.2026
Financial Systems Analyst - NetSuite
Allstate Identity Protection
10.2022 - 06.2024
Business Analyst, Subscription Testing
Oracle America, Inc
09.2016 - 10.2022
Project Manager, SaaS - Mergers & Acquisitions
Oracle America, Inc
03.2012 - 09.2016
Revenue Accounting Manager
RightNow Technologies
10.2008 - 03.2012
Corporate Tax/GL Accountant
RightNow Technologies
10.2007 - 10.2008
Revenue Accountant
RightNow Technologies
10.2005 - 10.2007
Office Manager/Accountant
Northern Routes Transportation, Inc.
06.2004 - 10.2005
Inventory Clerk
Orange Park Medical Center, PCT
07.2001 - 11.2001
Assistant Manager
United States Navy, USN
07.1995 - 07.1999
Bachelor of Arts - Accounting
Montana State University
Associate of Arts - Accounting
FCCJ