Financial Planning and Analysis

• Lead the financial workstream for ERP implementations, including requirements gathering, solution design, configuration, testing, and deployment.
• Analyze clients’ financial operations and recommend best-practice workflows aligned with GAAP and industry standards.
• Configure ERP modules such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, and Financial Reporting.
• Develop and document future-state processes, functional specifications, and configuration guides.
• Support data migration strategy and validation of financial data.
• Partner with project team to ensure successful integration between finance modules and other functional areas (e.g., inventory, procurement, sales).
• Conduct user training, develop training materials, and provide post-go-live support.
• Troubleshoot and resolve financial module issues, ensuring system accuracy and compliance.
• Advise clients on internal controls, accounting treatments, and best-in-class financial practices.
• Contribute to continuous improvement of implementation methodology and reusable assets.

ERP Financial Consultant

Senior Financial Planning and Analysis Manager

Senior Offer Development Strategist, Financial Planning & Coaching

National Investment Manager

FP&A Lead

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