Resume 3

SUMMARY:

• 5 year consultant and project lead with MBA, and 4.6b experience
• FI/CO, SD, TR consultant to 6 SAP R/3 implementations AP/AR/TR/CM/CR/GL/CCA/PCA/PA
• Accounts Receivable FI-AR & Credit Management TR-CM Project manager on 4 implementations
• Lockbox TR-CM Configuration on 3 implementation
• Vertex Sales & Use Tax manager to 2 SAP R/3 implementations
• DART Data Retrieval Tool and Archive Project Manager
• Profitability Analysis consultant to 3 SAP R/3 implementations
• Project Manager on 5 SAP R/3 implementations
• Integration specialist with configuration experience in FI/CO TR & SD
• Report Specification experience 6 implementations

• AC010 - Financial /Management Accounting Reporting
• AC040 - Cost Management and Controlling
• AC225 - Accounts Receivable and Configuration
• BC660 - Data Archiving
• AC250 - Configuration & Organization in Financial Accounting
• CA705 - Basics of the Report Painter and Report Writer
• CA710 - Advanced Functions of Report Writer
• CA950 - Configuration of Taxes and Purchases
• WC620 - Vertex / SAP Sales & Use Tax Training
• L0930 - LIS - Logistics Information Systems

Sr. SAP Applications Consultant
1996 - 2002

Responsibilities:

• End user testing and training
• Write Business Process Procedures
• Develop Interfaces and Conversions
• Lockbox testing

Manufacturer of Paper and Packaging Products with 10 Plants nationally, with all modules except HR implemented on 4.6B version of SAP.

Responsibilities:

User Support

• Help completion of Sales Orders through Invoicing
• Modification of Purchase Order entry to facilitate Accounts Payable
• Cycle Count of Inventory Procedures
• Profitability Analysis Reports changed depending on requirements
• Reconciliation of Accounts and addressing errors
• Provide support to Auditors with necessary downloads of information
• Aid in the standard use of SAP eliminate the need of Consultants
• Corrections to Profitability and Financial Reports - Form and selection criteria
• Create line layouts and display variants

Customization of SAP

• Change Configuration for executing a Cycle count and frequency
• Modify Release strategy for Purchase Order Requests
• Revise and delete Terms of payment
• Risk Categories and Credit Rep. Groups
• Credit Limit Check on Sales Document Types
• Account Assignment Group and Define and Assign Account Keys
• Create Condition Type
• Tolerance Groups for GR/IR clearing
• ABC Inventory indicators changed to aid Cycle Counts
• Creation of new Work Centers

Training and Development of Training Materials

• Sample Documents
• Recurring Documents
• Account Assignment Models
• Reversing of FI Documents
• Customer and Vendor Master Record Entry
• Year end Closing Procedures
• G/L Account and Cost Element Entry
• Input of Annual budget by Cost Center and Profit Center
• Maintenance to Credit Master
• Release of Orders from Credit Hold
• Teach how to set Machine Hours Rate and Mass Roll-Up
• Developed a procedure to enter a Request for Credit

ERP Design

• Credit Management utilization of risk Categories
• Develop ABAP Query and Report Writer Reports

Major distributor of laundered uniforms nationally with 96 locations. 4.6B version of SAP with FI, MM and AP fully implemented.

• Responsibilities and project scope include the conversation of Customer and Accounts Receivable Master Data and develop daily interfaces from Legacy system to SAP to implement FI-AR. Order processing and Billing will remain in Legacy environment on separate Databases.
• Cleaned legacy customer master data. Reviewed customer address data, credit limits, dunning, line item displays, and carry forward balances.
• Trained and advised team members on SAP functionality.
• Mapped and specified with programmers all conversions and interfaces from Legacy system to SAP.
• Completed Hardware sizing requirements for the project.
• Followed ASAP Implementation methodology and designed the business processes, wrote blueprint phase documentation and completed configuration during realization phase.
• Full configuration of the project covering the following modules: FI-AR, CO-CCA, CO-PCA, FI-GL, TR-CM, SD-MD and SD-CR

  Configuration includes: GL accounts, Account determination, Field Status Groups, Enterprise Structure - Credit Control Area and Business Areas , Account Groups, Document types, Customer and Document number ranges, Terms of payment, Clearing functions - Posting Keys, Reason Codes, Automatic clearing, Account assignment, and Tolerance groups , Bank master data, Closing & reporting, Interest calculation, Statements, Dunning, Credit Management functionality and Lockbox processing.

• Tested Sales/Use tax functionality using Vertex.
• Created methodology to accept Credit Card Payments and post Automatically.
• Design and develop Line layouts, Variants, Account assignment Models and Work Lists.
• Laid out integration and scenario testing.
• Specified 17 Reports required due to Business requirements. Worked with ABAP programmers and completed testing.

Major distributor of restaurant supplies and equipment. 4.0B multi-company sales oriented environment with FI, CO, SD, MM, and WM.

• Managed Project for Credit and Accounts Receivable implementation addressing needs for Training, Configuration & testing of core FI-AR, Customer and Credit Master Data conversion, defined and practiced steps needed for the integration process, and Report development.
• Configuration includes: Account Groups, Document types, Customer and Document number ranges, Terms of payment, Clearing functions - Posting Keys, Reason Codes, Automatic clearing, Account assignment, and Tolerance groups , Bank master data, Interest calculation, Statements, and Credit Management functionality.
• Cleaned legacy customer master data. Reviewed customer address data, credit limits, dunning, line item displays, and carry forward balances.
• CO-PA configuration included building the operating concern, developing value fields & characteristics, configuring summarization levels for reporting and assessments, cost center assessments to segments, CO-PA reporting, forms, planning, derivation rules and structures, product and customer hierarchy, PA settlement, realignments, and integration issues with Sales & Distribution.
• Project Manager of Vertex configuration in both SAP, Master Data cleanup and Quantum Tax Decision-Maker.
• Addressed Reporting Issues by developing ABAP Query and ABAP specified Reports.

Manufacturer of Electrical Transformers and supplies for the Utility industry

• Member of FI/CO Team to improve SAP performance through implementation of ERP principles.
• Responsible for researching OSS Notes and transporting to Production Client.
• Trained Credit Department to utilize SAP functionality correctly.
• Specified programs and reports to be completed by ABAP programmers to aid Customer Service and the Credit Personnel to service customers.
• Sales/Distribution SD Tested pricing procedures, availability checking, credit management, sales quotes, printed sales orders.
• SAP Project Team trainer in Report Painter and Report Writer.
• Project Manager for the implementation of DART, Data Retrieval Tool - Data extract required for Federal, State and Municipal Tax Audit purposes.
• Project Manager for FI/CO and SD Archiving Project - This entailed the selection of a team of users who would support decisions made for Archive Objects.
• Instrumental in CO-PA configuration, which included building, the operating concern, developing value fields & characteristics, configuring summarization levels for reporting and assessments, cost center assessments to segments, CO-PA reporting, PA settlement, and integration issues with Sales & Distribution.
• Started fact-finding Project as to the feasibility of Activity Based Cost Accounting for product cost development. Trained in CO-ABC Activity Based Cost Accounting.

Chemical Manufacturer of Water Treatment products

• Develop Report Writer Programs specific to analyze Order-related Product Costing requirements.
• Design LIS Information Structures to analyze Material and Order Costs.
• Create Transparent Tables to address specific reporting needs to be use in Report Writer.
• Train Client Personnel to use Reports and create them in the future.

Chemical Manufacturer of Fertilizer and Distribution of supplies for the Agriculture Industry

• Responsibilities as a Project Consultant are to define Feasibility, address Customizing needs for Terra Industries, Configuring with the IMG and Prototyping Accounts Receivable, Sales & Use Taxation and Credit.
• Presented Re-engineering developments by means of As-Is and To-Be Modeling to identify gaps, to Project Management to update the Business Plan. Defined and practiced steps needed for the integration process.
• Involved with the Project Planning on a weekly basis as well as delivering status to Steering Committee.
• Full configuration of the project covering the following modules: FI-AR, FI-AP, FI-GL, and SD-CR

  Configuration includes: GL accounts, Account determination, Field Status Groups, Account Groups, Document types, Customer and Document number ranges, Terms of payment, Clearing functions - Posting Keys, Reason Codes, Automatic clearing, Account assignment, and Tolerance groups , Bank, Interest calculation, Statements, Dunning, and Credit Management functionality.

• Accounts Receivable FI-AR Cleaned legacy customer master data Reviewed customer address data, credit limits, dunning, line item displays, and carry forward balances.
• Teamed with Treasury Department to Configure TR-CM Cash Management. Cash Management configuration included account management, electronic bank statement, account groupings, Lockbox processing, liquidity forecast, cash management position, manual check deposit, cash concentration, and the payment program.
• Developer of SAP Modifications which involves Interfacing Open Invoices between Legacy System and SAP, ABAP Program for Credit Reporting, and Treasury ABAP Modification to track financing arrangements.
• High level of experience with SD-CR Credit and SD-MD Master Data developed on this project. Contributed and exposed to SD-BF Basic Functions, SD-BIL Billing, SD-CAS Sales Support and SD-SLS Sales.
• Accounts Payable FI-AP Cleaned legacy vendor master data Reviewed vendor address data, purchasing limits, line item displays, and carry forward balances.
• Instrumental in CO-PA Profitability Analysis configuration, which included building, the operating concern, developing value fields & characteristics, configuring summarization levels for reporting and assessments, cost center assessments to segments, CO-PA reporting, PA settlement, and integration issues with Sales & Distribution. Familiar with CO-PC Product Cost Controlling and CO-PCA Profit Center Accounting used in the Configuration of this project.
• Member for Reporting Team utilizing CO-PA Profitability Analysis, LIS - Logistics Information Systems and SIS - Sales Information Systems.
• Special Ledger FI-SL Tested FI-SL configuration to other SAP applications, General Ledger Accounting FI-GL , Profit Center Accounting EC-PCA , and Cost Center Accounting CO-CCA .
• Functional Trainer for the SAP Implementation team in Report Painter and Report Writer.
• User Trainer and Developer of training documentation for Taxes, Accounts Receivable and Cash Management.
• Project Manager of Vertex configuration in both SAP and Quantum Tax Decision-Maker.

Paper Manufacturer and Napkin Converter & Distributor

• Responsible for Configuration and Implementation changes of SAP Controlling CO , Financial Account FI and Procurement MM Modules.
• Utilized Re-engineering techniques to enact improvements in financial systems, procedures, processes and practices.
• Fixed assets FI-AA required configuration of asset classes, account determination, screen layout, asset under construction, capitalization, acquisition, depreciation, disposition, and reporting.
• Managed and reviewed Projects and Internal Orders by use of CO-OPA Order & Project Accounting.
• Prepared annual Forecast and Budget by use of CO-PA Profitability Analysis.
• Material Master MM - Reviewed and tested purchasing groups, purchase requisition, purchase orders, contracts, price determination process, material types, and valuation classes. Reconciled goods movement processing, goods issues, and goods receipts.
• Used Modules CO-CCA Cost Center Accounting and CO-OM Overhead Cost Control daily in analytical responsibilities.
• Responsible for interfacing data between Legacy System and SAP.
• Manager of team to provide both Functional Training to company employees.
• Member of ABAP Report development committee involved with Analyzing, Tuning and SAP Modification.
• Developed Report Painter and Report Writer programs to meet needs of management.
• Project Manager for conversion of payroll time keeping system to KRONOS and integration with LAWSON payroll program.
• Developed Activity Based Cost Accounting System using OROS software and interfaced with SAP.

Beta Laval - Westford, WI
7/95 to 7/96
Assistant Controller
Manufacturing of Dairy Industry pipes, values and fittings

Stevenson Paper, Inc. - Westford, WI
1976-1995
Wholesale Paper and Industrial Products distributor

Controller - Wisconsin
1992-1995
Branch Manager - Green Bay
1987-1992
Operations Manager - Milwaukee
1976-1987

Master of Business Administration, University of Wisconsin
Bachelor of Business Administration, University of Wisconsin Major: Accounting