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Work Experience:
Robert W. Baird – Milwaukee, WI
2002
PeopleSoft Developer
 | Technical support for UK Financials release 8 and US
Financials release 7.5 (General Ledger, Accounts Payable, Asset Management,
Projects) |
 | Assisting in the upgrade of US operations from 7.5 to 8 as
well as a new implementation of US Hr/Benefits/Payroll release 8 |
PeopleSoft, Inc. – Westchester,
IL
2001 - 2002
Master Instructor – Financials/Technical
 | Certified to teach Introduction to Financials and
Distribution, General Ledger 1 (Commercial and Education/Government), all nVision
courses, all Budgets courses, Security, SQR and all Query/Crystal courses. |
 | Capable of teaching PeopleTools
1 and 2. |
 | Resource and support for nVision and Security instructors throughout the company. |
 | Called upon for advice by Budgets instructors throughout the
company. |
The Revere Group –
Deerfield, IL
1998 – 2001
Functional Specialist (PeopleSoft) – EAS Solution Center
 | Successfully served as reporting specialist during the last
4 ½ months of a 2-year client implementation. |
 | Developed over 6,000 report instances for the client. |
 | Developed over 2,000 report scopes. |
 | Developed the means to generate
and distribute over 1,000 reports
nightly worldwide via the web. |
 | Served as a "go to" person on the
implementation team. |
 | Successfully developed an AP to GL reconciliation process
consisting of correcting delivered PeopleSoft reports and developing
supplemental queries as well as documented procedures. |
 | Analyzed and developed reporting solutions for two clients
in order to validate the solution and recommend changes to the solution. |
 | Researched e-commerce and e-business information for the
company. The information was being used to determine the new direction the
company would move toward with the development of e-solutions. |
 | Co-lead an effort to successfully upgrade the internal
systems to PeopleSoft release 7.5 for AP, GL, AR and Billing. |
 | Chaired strategy and development meetings. |
 | Developed project scopes and work plans. |
 | Worked with users to develop and document "wish
list" items to be incorporated into the upgrade. |
 | Developed a detailed project plan with resource leveling
and time frames |
 | Developed an in-house three-day nVision training course
with manuals, PowerPoint presentations, VISIO illustrations, and an
activity book. |
PeopleSoft, Inc. – Westchester,
IL
1996 – 1998
Lead Instructor – Financials
1998
Instructor – Financials 1996
– 1998
 | Highest ranking financial instructor in the Midwest region. |
 | One of only seven lead instructors in the company. |
 | Certified to teach Introduction to Financials and
Distribution, General Ledger 1 (Commercial), General Ledger for Public Sector,
nVision for General Ledger, Budgets (Commercial) and Budgeting for Public
Sector. |
 | Capable of teaching nVision Using Queries, Query/Crystal Made
Easy, Query Basics, Crystal Basics, PeopleTools 1. |
 | Mentored and/or certified over a dozen financial instructors
throughout the company. |
 | Developed and wrote new curriculum for release 7.5 nVision
for General Ledger course. |
 | Developed a one-day nVision Mechanics class. |
 | Customized several courses for PeopleSoft customers. |
 | Resource and support for nVision for General Ledger
instructors throughout the company. |
 | Called upon for advice by Budgets instructors throughout the
company. |
TRINOVA family of companies – Maumee,
OH 1988 – 1996
TRINOVA Corporation 1994 –
1996
Shared Services Accountant
 | Served on D&B SmartStream client/server implementation
team from inception through implementation. |
 | Guided the implementation team to success. |
 | Worked with the team in process re-engineering within GL,
AP and AR. |
 | Worked closely with the controller to ensure successful and
on-time implementation. |
 | Slated to be system DBA upon completion. |
 | Led the quality initiative within the department. |
 | Trained team members on quality procedures and measurement
analysis. |
 | Developed solutions for complex accounting procedures for
the department. |
 | Followed through in teaching procedures to staff. |
Aeroquip Corporation 1991 –
1994
Accountant – Diversified Products Group
 | Developed quality measures for the group. |
 | Served on quality team where mission was ISO certification
and qualification for the Malcolm-Baldrige Quality Award. |
 | Served as advisor/mentor for accounting staff and plant
managers within the group. |
 | Aided in accounting procedure development, audits and report
development to make the group more efficient. |
Administrative Systems Coordinator
1991
 | Served as an aide to the plants within the group and as an
assistant to the group controller. |
 | Developed procedures within the group that resulted in
successful audits. |
 | Developed reports to assist the plant managers and plant
staff. |
 | Served as a systems analyst for the group. |
 | Oversaw the work of a billing clerk, cash application clerk,
payables clerk, and receivables clerk. |
Pioneer Plastics – Auburn, ME 1988 - 1991
(Originally Sterling Engineered Products, a
division of Aeroquip)
Financial Analyst
 | Developed reports to aid in evaluating the company’s debt
position after the company’s LBO from Aeroquip. |
 | Selected, implemented and maintained the company’s fixed
asset system. |
 | Served as interim accounting manager for approximately six
months. |
 | Oversaw monthly close. |
 | Created and published the monthly financial review package. |
 | Assisted in training, procedure adherence and work review of
the two staff accountants. |
 | Served as president of the company’s management association
for approximately one year. |
Fleet Bank of Maine – Lewiston,
ME
1981 – 1988
Accountant
 | Maintained all prepaid and accrual accounts on the ledger. |
 | Maintained all transactions and reconciliations of the bank’s
investment portfolio. |
 | Responsible for reporting the bank’s financial position to
the Federal Reserve. |
 | Oversaw a staff accountant with respect to her duties and
responsibilities. |
 | Maintained all bank fixed assets. |
 | Worked evenings while in college as a proof reconciler
balancing teller work, balancing the bank, and sending processed documents to
the Federal Reserve. |
Education:
University of Southern Maine – Portland,
ME
1990 (approx.)
 | Accepted into Bachelor of Science in Business Administration
program. |
University of Maine at Augusta – Auburn,
ME 1985 – 1990
(approx.)
 | Accepted into Bachelor of Science in Business Administration
program and successfully completed courses in Accounting, Business Law, Human
Resource Management, etc. |
University of Southern Maine – Gorham,
ME 1980 – 1984
 | Bachelor of Fine Arts (Magna Cum Laude). |
 | Majors – Painting, Pottery, Printmaking. |
 | Minor – Art History. |
Honors and Awards:
 | Who’s Who in the Midwest 1997
- 2001 |
 | Who’s Who Among Students in American Colleges and
Universities 1984 |
 | Who’s Who Among American High School
Students 1979, 1980 |
 | National Honor Society
1979, 1980 |
Memberships:
 | American Society of Training and Development (ASTD)
1998 – 1999 |
 | Chicagoland Chapter – American Society of Training and
Development 1998 – 1999 |
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