Rosie Jimenez
San Jose,United States
Summary
With strong problem-solving abilities, a willingness to learn, and excellent communication skills, well-equipped to contribute to team success and achieve positive results. Poised to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
42
42
years of professional experience
Work History
Implementation Specialist
NetSol Technologies North America, Inc.
05.2013 - Current
- Manage the client from the initial implementation phase throughout the entire conversion process, which includes: Review current business processes and design business flows to work in conjunction with the LeasePak system
- Determine client's method(s) of income generation and aid in both the accounting and data reconciliations from their current accounting system to LeasePak
- Identify functionality gaps that client has with LeasePak and, if possible, determine alternative means as a workaround
- If no workaround is feasible, assist client in documenting gap and required functionality in order to submit as a LeasePak enhancement
- Aid client in mapping their existing general ledger accounts to LeasePak
- Aid client in data mapping from existing accounting system to LeasePak data tables
- Support of existing clients, which includes: Review of current business processes with recommendations as to more efficient methods of utilizing LeasePak
- On-site visits with client to aid in various areas such as account reconciliations and system issues
- Training sessions are given to both new and existing clients and are designed to be specific to each client's needs
- Training sessions are given to NetSol Technologies employees in the areas of accounting, interest bearing loans and general LeasePak functionality
- Assist NetSol Technologies Development team by interpreting the needs of the end user and create specifications for programming enhancements
- Support sales staff in new business ventures.
Analyst Finance
Cisco
09.2007 - 08.2010
- Variance Analyst & Reporting for new leases
- Responsible for month end close
- Process all financial and non-financial amendments
- Manage various projects until completed
- Monthly Reconciliation/Accounting
- Work with SOX compliance documentation and requirements
- Execute cash flow management of daily cash activities.
Manager
Santa Clara County Federal Credit Union
01.1998 - 01.2006
- Manage day to day productivity
- Develop and drive implementation of policies and procedures for department
- Call observations for quality assurance
- Provide weekly feedback to employees and awards given for accomplishments
- Trained staff on cross-selling of products
- Develop and maintained monthly service level reports.
Teller-New Accounts-Loan Specialist-Supervisor
Wells Fargo Bank
01.1983 - 01.1998
- Process teller routine transactions
- Cross sold products
- Merchant transactions
- Process loan applications
- Managed 15 call center representatives for Call Center.
Education
Business Writing -
Evergreen Valley College
01.2001
General Education -
Andrew Hill HIgh School
01.1981
Skills
- Onboarding New Clients
- Jira Knowledge
- Process Implementation
- Customer Support
- User Acceptance Testing
- Software configuration
- Business Analysis
- Incident Management
- Software Implementation
- Requirements Analysis
- User Training
Personal Information
Title: Implementation Specialist
Timeline
Implementation Specialist
NetSol Technologies North America, Inc.
05.2013 - Current
Analyst Finance
Cisco
09.2007 - 08.2010
Manager
Santa Clara County Federal Credit Union
01.1998 - 01.2006
Teller-New Accounts-Loan Specialist-Supervisor
Wells Fargo Bank
01.1983 - 01.1998
General Education -
Andrew Hill HIgh School
Business Writing -
Evergreen Valley College
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