SHELLY D FAULKNER

• Build and manage team of employees and contractors to support and implement JD Edwards Products and Oracle Cloud (Fusion).
• Manage Core ERP Team P&L with Net Profit goal of 50% (goal met every quarter).
• Staff team to maintain 80% Utilization.
• Partner with Solutions Engineering team to design technology solutions for clients saving time and money.
• Present Topics related to Finance and, Management at Oracle Conferences.
• Ensure clients are satisfied with service delivery.
• Keep current on legislation and new technology.

• Lead cross-functional teams to complete various financial and human capital projects for a variety of different clients (transportation, local governments, railroads, airports, property management, manufacturing, logistics).
• Deliver solutions and implement best practices to improve finance and human capital functions such as workflow for Accounts Payable, higher match rate for Accounts Receivable, streamline the Benefit enrollment process and eliminate hours of keying, and Automatic Bank Statement reconciliations are just a few.
• Provide training, best practices, and documentation on JDE Edwards Financial and Human Capital Management Modules including Annual Close, W2s, 1099s, and ACA forms.
• Mentor Analysts and Consultants for brij.
• Troubleshoot Finance and HCM issues for clients via support tickets and ensure SLA times are met.

• Maintain duties of Director of Process Improvement & Disbursements.
• Lead the General Accounting, Fixed Asset, Capital Management, and Accounts Receivable Departments.
• Responsible for Budgeting and Forecasting for the General Office.
• Monthly Financial Reporting meetings with CEO and CFO to review numbers and variance explanations.
• Executed a severance plan for the Billing Department for jobs transitioned to Mexico.
• Mentoring and guidance for the Accounting and Finance department Director of Process Improvement & Disbursements

• Manage a staff of six full-time employees and two part-time contractors covering Payroll, Accounts Payable, Owner Operator & Purchased Transportation Settlements, Indexing, and Process Improvement.
• Served as the JDE 9.2 Functionality Expert for multiple departments including HR/Benefits/Payroll/Accounts Payable/General Ledger.

Projects:

• Several multi-departmental team projects to increase operational efficiency within the trucking division.
• Prior to deciding to replace the outdated Transportation Management System, the Executive team challenged us to streamline current processes.
• Reduced 3 FTEs with process improvements., Eliminate manual back office reprinting of customer paperwork - Billing and Accessorial paperwork, Statements, and Invoices added to an online Customer Portal.
• Implement ARCTOOLS for archiving data from ERP system, JDE Enterprise One.
• JDE system upgrade from 8.9 to 9.2.
• Real Estate company was purchased. Large project transitioning payroll, accounts payable, billing, receivables, and real estate management from multiple sources and systems to one system (JDE EnterpriseOne). Reduced Real Estate Division FTEs by 2.
• Implement new timekeeping system for several departments (Prior Vendor decided to no longer support timekeeping system that was previously implemented in 2013).

• Replace current Transportation Management System, TL2000, with Profit Tools.
• 2018 Convert subsidiary from JDE World (AS400) to parent company’s JDE Enterprise One – conversion included payroll, accounts payable, fixed assets, general ledger (converting Chart of Accounts),.
• Payroll and Accounts Payable Development – developing programs, services, and solutions to meet the needs of the company’s business partners and associates.
• Responsible for Budgeting multiple departments and providing variance explanations at month end and quarter end.
• Lead on the implementation in converting from American Express credit cards to the Bank of America Works Purchasing Card Program.
• Lead on the implementation in converting from DSI timekeeping system to Go Labor timekeeping system.
• Assisted with the implementation of a New Chart of Accounts.
• Perform analysis and reconciliations of general ledger accounts.
• Prepare journal entries.
• Ensure internal control processes are being followed.
• Continue to update processes as needed based on customer requirements and government regulations.
• Keep current on legislation affecting benefits, taxes, payroll, and compensation such as the Patient Protection and Affordable Care Act (PPACA).
• Audit preparations for Internal and External Auditors.
• Manage the semi-monthly payroll process for 600+ employees including hourly employees under Collective Bargaining Agreements.
• Supervise three employees who handle manual time, Paperless Time Ticket System, Go Labor Timekeeping System, garnishments, child support, payroll taxes and returns, AP invoices, expense reports, Bank of America Works for Pcards, Sales & Use tax returns and processing of Vendor and Employee payments.
• Responsible for creating documentation and training new employees in Go Labor and Bank of America Works.

• Part of the conversion team handling the transition of HR/Payroll/Benefits from JDE World to JDE/PeopleSoft Enterprise 8.12.
• Conversion occurred in January 2009 and passed all External Audits performed on the transition documentation and testing.
• Work closely with Accounts Payable on the interfaces and vouchers posting for taxes, garnishments and child support.
• Ensure internal control processes are being followed.
• Continue to update processes as needed based on customer requirements and government regulations.
• Perform analysis and reconciliations of general ledger accounts.
• Prepare journal entries.
• Handle HRIS functions as the company works on outsourcing this function.
• Process W2s at year end.
• Keep current on legislation affecting benefits, taxes, payroll, and compensation such as the W-11 form for the Job New Hire Act and reduction of Social Security Tax for 2011.
• Manage the weekly processing of payroll for 5000+ US employees consisting of drivers, platform workers, clerks, and salary employees.
• Ensure non-administrative employees are paid in accordance of the Wage Administration Plan for their location or per their Collective Bargaining Agreement for Union employees.
• Maintain the Wage Administration Programs for 75+ locations and Collective Bargaining Agreements for 10+ unions.
• Pay withholding taxes for Federal, 30-40 states including Puerto Rico, and 100+ localities including school districts.
• Process the withholding and unemployment returns.
• Supervise five employees who handle the keying of new hires, manual time, garnishments, child support, filing, and payroll taxes and returns.
• Responsible for training the field locations in Kronos.

• Establish financial controls within the corporate office and for the field locations.
• Assist with the financial implementation of new contracts/customers.
• Analyze financial data for various projects and make recommendations for cost savings, improvements in processes and/or additional controls.
• Investigate fraudulent claims.
• Report monthly expense and revenue projections and analyze P&Ls.
• Fill in for open financial positions in the field (help with the hiring and training process of these positions).
• Audit data for various software programs and establish controls for these programs.
• Review Accounts Payable and Accounts Receivable policies and procedures.
• Managed the Managed Transportation Freight Audit Department (consisted of 6-10 clerks for 15-20 customers).