Portfolio Category: 3rd Party

Finance and Cost Accounting

Functional Consulting – Finance and Cost Accounting  

I work closely with the multi-functional team or teams that the project touches to analyze how Microsoft GP Dynamics (and/or partners) can be used to deal with the challenge that a department or company faces.

The teams usually include representatives and experts from Logistics, Management, Finance, and Procurement, as well as experts who are end-users from each area. A key function is to go beyond ‘coding’ and ‘tech support’ and to provide a bridge for each of the other parts of the company to cross over and build a stronger interdisciplinary solution.

I thoroughly understand Dynamics and how to use the functionality of the modules to match business successfully and compliance needs such as SOX Compliance. The depth of Dynamics’ capability enables me to map business processes to the software and deliver the results outlined from the beginning of our work together.

  • Build Dashboards to Manage by Exception
  • Team Accountability with CFO and Finance Department members
  • Chart of Accounts set up
  • Workflow and Project Management set up
  • Cash Flow Statements design
  • Projections design reports
  • Month-end /YTD / Year-end Close Processes
  • Account Balance Control (Real-Time)
  • Fixed Assets and other accounting report suites (e.g. depreciation, disposals, capital projects, etc. ) under the direction of the CFO

Dynamics Modules
  • Bank Reconciliation
  • EFT
  • Multi-Currency
  • Inter-company Reconciliation
  • Budget Setup
  • Budget vs Actual Reports
  • Tax Setup (Canadian and US) e.g. GST, HST, State Sales Taxes

Government – Provincial

Government of Manitoba

  • Mail Management
  • Security and Parking
  • Justice
  • Materials Distribution

Winnipeg, MB

2001 – 2007

Finance Support / GP Software Architect 

Technical Support

Managed various software applications for Mail Management Department, Materials Distribution Agency and Security and Parking (MB Justice Dept)

Supported GP 5.5 for 45 user community within the Manitoba Government.

Upgraded DOS- based Great Plains to Dynamics 5.5 with assistance from Deloitte

Software Design 

Created Dexterity code and design in the sales module, which handled 3rd party billings on one sales invoice, as well as discount and caps on the deductibles from the client (patient) and WRHA (regional Health Authority) and government co-pay)

Created custom applications (Visual Basic) and reports (Crystal Reports) for split-billing of medical supplies within the framework of government policies and processes.

Created custom applications using VB 5 and VB6, SQL Server, Crystal Reports and Access.

Integrated GP 5.5 and 7 with SAP for payables management module.

Created custom order fulfillment application in GP to expedite rush orders and automate order fulfillment by postal code and truck routes for faster shipping and reduced costs.

Process Improvement

Business Process re-engineering of broken processes to better the organization, some of these included sales order and supply chain enhancements as well as inventory and purchasing changes.

Managed 17 unique product lines within the government and provided various reports on each for sales and marketing teams.

Improved customer service by creating automatic email alerts to customers as the order status changed in the GP system thereby improving the appearance of the customers purchasing experience.

Technology – Internet Provider

Midcontinent Communications (A ComCast company) 

Sioux Falls, SD (USA)

2007 – 2013

Dynamics GP  Functional/Technical Lead 

Upgrade and Conversion

Upgrade from GP 8 to GP 10 and GP 10 to GP 2010

Data migration from obsolete 3rd party modules to new modules; including data mapping, test plans, and creation of user manuals.

Dexterity customizations to GP’s payables and financial modules to integrate 3rd party billings and to integrate GP with the AS400 Cable Billing System.

Customer Reports include:

  • Inventory turns versus on hand
  • Custom trial balances
  • Custom balance sheet – P&L
  • Income statements in Excel,
  • PO’s overdue 
  • HR reports on statistics and user activity

Microsoft CRM 4.0 with Scribe integrations to GP for marketing and customer service tools for business development , TV advertisers and sales reps.

Process Engineering

Led the implementation of Acellos bar-code software to change from a manual picking, packing, and receiving process to an automated process, saving an estimated seven staff persons or about $210,000 per annum with process re-engineering.

Custom programming using Modifier, VBA, VB.NET, T-SQL, SRSS and Crystal Reports to customize GP 10 to enforce business rules, create applications or enhance the experience.

Manage SQL Server 2008, including database backups, admin, upgrades, service packs as well as create Stored Procedures in T-SQL, views, tables and SQL Reports.

Technical Support

Daily functional technical support for a 90-user community in all modules (listed at right margin). Troubleshoot and problem solving of general errors, financial misbalancing problems, inventory issues and more.

Support Doclink document imaging and workflow system, integrated to the payables module.

Created requirements and functional specifications documents for custom software development work within GP.

Reporting and Management

Projects include constructing a capital reporting workflow, expense reporting tool for all departments and  financial / inventory and sales analysis reports.

Development of Full life-Cycle GP processes from year-end closings, fiscal year-end closings, setup of all modules listed, and maintenance of the system with service packs and hotfixes.

Implementation of bar-code software and wireless terminals for inventory management and serialization to increase order fulfillment and receiving accuracy and speed.


Customer Reports include: inventory turns versus on hand, custom trial balances, custom balance sheet, and P&L, income statements in Excel, PO’s overdue,  HR reports on statistics and user activity.

State Government

State of Arkansas (Department of Workforce Services)                          

Little Rock, AR (USA)

Feb. 2010 – Aug. 2010

System Migration

Business Analysis – ERP Implementation (GP 2010)   

Migration ERP systems from COBOL, AS400, Excel and Access into a new GP 2010 install using VB.NET and SQL Server 2008

Business Analysis Processes

Business analysis processes to understand current systems and business processes and translate to a fit-gap / requirements document and assisted with the procurement and implementation of GP 10 and other 3rd party add-in modules.

Customization of GP 2010 using VB.NET, dexterity, E-connect and SQL Reports (SRSS)