Toastmasters International

Business Analyst

• Collaborate with stakeholders to gather, analyze, and document business requirements related to finance and operations processes.
• Utilize MS D365 to configure and customize financial modules, ensuring alignment with business needs.
• Identify opportunities for process enhancements and develop strategies to implement changes that improve efficiency and effectiveness.
• Analyze financial data to provide insights and recommendations for decision-making and strategic planning.
• Develop and execute test cases for system enhancements and new features; ensure proper validation of financial data.
• Provide training and support to end-users on D365 functionalities; create user documentation and training materials.
• Work closely with IT, finance, and operations teams to ensure successful implementation and integration of solutions.
• Generate and analyze financial reports, dashboards, and KPIs to monitor business performance.
• Analyze, track & remediate root causes of defects.
• Work to develop testing documentation: Test plans, Test scripts, test exceptions, follow up and resolution, identify waste and rework and enacts plans to improve/solve AND/OR work with the QA test lead.
• Work on assigned projects as BA lead

F&O Business Analyst

IT Support

• Lead the solutioning and development of Sitecore web platform and API’s.
• Lead the solutioning and development of MS Dynamics CE and F&O platform including integration with logistic partners and taxation
• Continuous development of staff and mentoring to have future leaders
• Ensure transparency and consistency in how they engage with stakeholders and the team.
• Ability to build consensus and broker compromise between stakeholders with the support of product manager.
• Employ design thinking and hypothesis-driven development techniques to promote innovation.
• Be “servant leader” by viewing their success as the success of users and the team.
• Provide profound technical advice and establish relationships with the business stakeholders to be recognized as their trusted advisor
• Assist in team development while holding teams accountable for their commitments and removing roadblocks to their work.
• Contributes to strategic planning, direction, and goal setting for the organization in collaboration with members of the leadership team.
• Supports the mission, goals, objectives, and values of the organization.
• Partner with Stakeholders using leadership and collaboration
• Identify and apply new technology, including AI

IT Enterprise Application Development and Support Director

Accounts Receivable

• Assist with payment and order corrections
• Assist Membership teams with financial related questions and tasks
• Daily/weekly review of Accounts Receivable balances
• Assist with emails, phone calls, processing, and daily/weekly tasks
• Assist with special payment distributions
• Processing of manual payments/gift certificates/checks
• Track and record refunds/payments/chargebacks/NSF checks
• Process refund checks and ACH’s to clubs and members
• Monthly account reconciliation and journal entry preparation
• Send out collection letters for outstanding customer balances
• Support and cross train with other team members as needed
• Additional responsibilities assigned by leadership as needed

F&O Business Analyst

IT Enterprise Application Development and Support Director

Accounts Receivable Clerk