Hard working Business Consultant looking to utilize knowledge of Unanet and Procas ERP systems to make an impact with a growing company in the GovCon space.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Accounting Lead to Sr Accounting Team Leader
OpsPro
10.2022 - Current
Serve as Trusted Advisor for Unanet and Procas clients.
Balance competing priorities of 8 clients and 3 staff to include month end financial close, billing\revenue schedules and reconciliations in accordance with GAAP and DCAA regulations.
Prepare monthly journal entries and B\S reconciliations.
Assist in ERP maintenance\ enhancements for Unanet and Procas clients.
Prepare and present monthly Financial packages and project costing reports.
Prepare and assist with 1099's and year end tax requests.
Monitor and review client contract budgets for T&M, FFP & CPFF projects.
GSA Assist, GSA-SRP-FAS, IPP & IFF submission.
Assist with clients tax experts and auditors as needed.
Streamline monthly duties to enhance efficiency.
Owner
Flick Consulting
07.2020 - 09.2022
Providing: General accounting, Customer service, financial analysis, project management and billing
Mobile Notary - NLC/NSA Certified Loan Signing Agent and general notary services
Business Consultant
Unanet
06.2019 - 03.2020
Successfully completed Unanet Certification program
Coordinated data conversion with internal and customer resources
Implemented Unanet methodology and used it on all engagements
Supported smooth launch and user experience through functional end user testing and interface testing
Served as primary owner of customer experience and execution of project tasks, key milestones and on-time/on-budget delivery
Documented, coordinated and monitored progress from kick-off through go-live
Ensured client will be solid reference by providing amazing customer experience
Diversity Champion - committed to giving all customers upmost respect, training and confidence
Assisted Customer Support Group with high volume of tickets
Coordinated emails, call and video meetings to support customers
Evaluated and determined client issues
Documented and troubleshoot proper outcome of issues related to product
Took ownership of more complex tickets and worked with support team as well with cross functional SME's to formulate response to customers
Owner
Flick Properties
06.2009 - 05.2019
Leveraged over two decades of finance and project management experience to oversee $4M+ in real estate assets
Offered full service property management and provided guidance as HOA President for multiple properties
Consulted with customers to assess needs and propose optimal solutions
Monitored incoming contracts and service agreements for correct pricing and information.
Coordinated changes to agreement which might occur during contract lifetime.
Reviewed quotes from contractors to obtain best pricing and service for organization.
ACCOUNTING MANAGER
LifeBridge Health Systems, Inc
05.1999 - 12.2001
Garnered relevant data to present key financial reports, monthly financial status and annual budgets to VP of Finance, CFO & COO
Authored well received audit plan to identify cost savings throughout accounts payable and purchasing departments
Led team-centered effort to streamline workflow and customer communication, successfully improving morale, retention, and productivity
Oversaw high-volume accounting operations with ten person team focused on efficient budget administration, AP/AR and other financial management needs
Monitored incoming contracts and service agreements for correct pricing and information.
FINANCIAL PROJECT MANAGER
LifeBridge Health Systems, Inc
01.2002 - 06.2011
Promoted to additional areas of leadership and responsibility to serve on Annual Review Board and Accounting Software Conversion team to aid in design and implementation of ERP\Financial system
Created project plan, identified IT requirements, established project schedule, negotiated contract and assisted in implementation and training
Fostered relationships with customers, department heads and staff to create solid infrastructure to promote positive working relationships
Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders
Education
Bachelor of Science - Business Administration ~ Accounting
Framingham State University
Framingham, MA
Skills
Collaborative Team Player
General Ledger Accounting
Contract Implementation
Planning and Prioritization
Managing Multiple Clients
Remote Video Conferencing
Trusted Advisor
Customer Facing Communication
Accomplishments
Negotiated a 50% increase in NIH federal reimbursement rate resulting in $500k+ for grant funding programs
Increased company revenue by $130K by streamlining accounts payable control process
Proficient with Unanet GovCon Product and support ticketing system
Certification
Unanet Implementation Certification Oct 2023
Unanet Administration Certification - Sept 2023
CNP - Certified Notary Public
Affiliations
National Notary Association & National Association of Appraisers
Additional Information
Microsoft Office Suite, Google docs, Unanet ERP & Procas Software
Timeline
Accounting Lead to Sr Accounting Team Leader
OpsPro
10.2022 - Current
Owner
Flick Consulting
07.2020 - 09.2022
Business Consultant
Unanet
06.2019 - 03.2020
Owner
Flick Properties
06.2009 - 05.2019
FINANCIAL PROJECT MANAGER
LifeBridge Health Systems, Inc
01.2002 - 06.2011
ACCOUNTING MANAGER
LifeBridge Health Systems, Inc
05.1999 - 12.2001
Bachelor of Science - Business Administration ~ Accounting