Below are the 6 Software Consultants/Analysts and 6 Implementer/Forms Analysts with QuickBooks & other systems experience. The Thor Group® provides systems analysts, IT support analysts, business analysts, project managers, programmer analysts, developers, SME’s, systems engineers & cloud specialists on a consulting, contracting or direct hire basis.

What can a senior software consultant with specialization in QuickBooks and MS Dynamics GP, as well as work background in education, technology and IT services bring to your organization? Technical specializations involve QuickBooks, MS Dynamics GP, SQL Server, SSRS, eConnect, Crystal Reports and SalesPad. Educational attainment includes MBA in Info Systems Tech and BS Accounting.

Working with areas such as installing, maintaining and developing Dynamics GP (multiple versions) and QuickBooks applications were part of this senior software consultant’s work experience. Duties covered providing internal and external client support and training for MS Dynamics GP and Management Reporter. Tasks involved developing and administering SQL server, databases, reporting services and system integrations.

One of the important responsibilities consisted of performing financial data extraction for ADT Security merger and acquisition project using Microsoft Dynamics GP data and SQL (short-term project). Apart from reviewing reporting requirements and creating reports for accounting business group, other functions involved training end-users on access method and providing documented procedures and data definition. Key roles covered installing, maintaining and developing Dynamics GP, Sales Pad, SharePoint applications and application virtual as well as physical servers. Skills brought to the table consisted of providing end user support and training for MS Dynamics GP, Sales Pad, and SharePoint, in addition to developing and administering SQL server, databases, Reporting Services and system integrations. Working with vendors on product enhancements and system upgrades to assure system optimization was also completed. Process improvement support was provided; clients were trained in using Dynamics GP accounting software. The implementation/upgrades of accounting software, including payroll, manufacturing, GL, AP and AR were completed.

Could your organization use a software consultant who is knowledgeable in QuickBooks Enterprise and QuickBooks ProAdvisor with experience in software, retail and financial services industries? Technical proficiencies cover Intuit QuickBooks, QuickBooks Enterprise and QuickBooks ProAdvisor as well as Sage 300 ERP and Peachtree. This individual obtained a Certification in QuickBooks ProAdvisor.

Primary tasks of this software consultant included installing, configuring, training and supporting primarily mid-level accounting systems in organizations. This individual was certified to represent Sage 300 (Accpac) ERP, Sage Peachtree and Intuit QuickBooks, and QuickBooks Enterprise accounting systems in organizations.

In addition, certification to represent Sage 300 ERP (formerly Sage Accpac) as well as Sage Intelligence Reporting was obtained. Key roles covered learning about a business, how their current accounting system functions, customizing the new system to perform as needed and utilizing all available resources to support the project. Some software utilized included Microsoft SQL Server and Crystal Reports. Ongoing support was provided to assist with growing businesses and their ever-changing needs. Skills relied upon consisted of knowledge of GAAP, strong communication skills, project management, high-level of organization as well as data analysis.

How can your organization gain an advantage with the help of a systems analyst who is skilled in QuickBooks Pro and Oracle with background working in government, IT services and communication industries? Technical competencies involve QuickBooks Pro, Oracle, Cognos, SQL Server and SharePoint. Educational attainment includes B.S., Mathematics; Minor in Physics.

Main functions of this systems analyst included maintaining the corporate website using WordPress technology and using Windows suite of products. Managing the accounting and payroll functions for the company was efficiently handled using QuickBooks Pro.

Skills brought to the table consisted of performing business analysis and quality assurance testing functions for QlikView business intelligence reporting, in addition to developing Business Requirements Documents (BRDs) that defined the requirements and specifications needed by a BI development team to create reporting applications used for IT infrastructure cloud computing software license management in an MS SQL Server data warehouse environment. Duties covered developing and using test plans and test cases for BA validation and QA testing. Parallel testing of report output was performed using Excel formulas and functions. SharePoint services were used as a project document repository and document management tool. Rackspace’s in-house was developed, including the proprietary and configuration management database. Tasks covered developing and maintaining a corporate website using WordPress technology. The use of various website themes and plugins was researched. The search engine optimization was implemented for the website. The job covered implementing corporate webpages on social media websites. Accounting functions for the company was administered using QuickBooks. Microsoft suite of products was also used.

Would a system software analyst who is proficient in QuickBooks and SAP with experience in construction, communication and hospitality industries help your organization achieve greater success? Technical specializations cover QuickBooks, SAP Business One, Adobe Professional and Core Systems Workforce. Educational background includes Introduction to Business and Information Literacy courses; and Continuing Education courses: Collecting Accounts Receivable.

Making a positive difference with heading the implementation of several software systems, documenting processes/procedures for all different departments and helping streamline them were some of the key focuses. Responsibilities covered setting up the system access to multiple systems, creating user accounts and setting up email accounts. Help was provided in maintaining the network servers. An HR process was created in coordination with the outside payroll/HR company. Ordering office supplies and cutting costs were efficiently handled, along with training various departments in the use of multiple systems including quoting, scheduling and accounting. This specialist maintained 50+ technician tablets in the field, processed background checks, set up and terminated users in all systems.

IT support was provided to the office staff and field staff as needed. Notable skills included implementing the Service Titan for the HVAC division and implementing SAP Business One and add-on programs to support it. An additional function covered training accounting, CSR, sales and other departments on systems. The job involved performing account reconciliations, sales tax reporting for multiple states, purchase orders, credit verification, and providing B2B collections, billing and customer services for satellite and VSAT services. Knowledge and usage of D&B, government and third party invoicing references were employed.

Does your organization require the expertise of a software analyst who is adept in QuickBooks, with work background in utility, education and financial services industries? Technical knowledge involves QuickBooks, Xero, Crystal Reports, SSRS, SAS, PHP, JavaScript, Visio, SQL, Visual Basic, Adobe and Selenium. Educational attainment includes BS Business, Management & Economics with Accounting Concentration and BS Industrial Engineering.

Key roles of this software analyst were comprised of preparing specifications for system enhancements to ensure that software was current and compliant with IRS and state tax law changes (approximately 20 states) and developing automated test suites for regression testing of user interface.

Test submissions were created for annual approval cycles with the IRS and all states. In addition, this specialist prepared tax returns and audit responses for specific customers when requested by customer experience manager.

What can a systems analyst with specialization in QuickBooks and experience in wholesale, retail and banking industries do for your organization? Technical competencies consist of QuickBooks and BillQuick. Educational background includes BS Finance.

Responsibilities of this systems analyst were composed of time billing BillQuick application to maintain accuracy and ease of use, as well as using SQL to query, maintain, edit and create reports from the BillQuick database. Duties involved designing and creating new invoice formats and reports using Crystal Reports. Other tasks covered interviewing stakeholders, documenting multiple invoicing requirements and delivering on expectations (format and logic). Mapping and redefining existing business processes were done through Visio. Skills involved reviewing, recommending and presenting software based on the firm’s needs. This individual was responsible for integration work and testing between BillQuick and QuickBooks.

Other functions involved supporting the migration to new ERP solution with a focus on warehouse operations, in addition to learning, documenting and training directors and supervisors in the Aptos software suite (ERP). The job covered training directors, managers and users on the warehouse and accounts payable modules, along with interviewing various stakeholders to extract requirements and identify gaps in proposed future state. Functional requirements were documented for a Magento eCommerce integration. Technical documentation and SOPs were written for future procedures under new ERP solution. Visio flows were created for current and future state of operations. The project manager of ERP migration was supported and supplemented using JIRA. Onsite comprehensive support was provided for large clients.

How can an implementation analyst who is knowledgeable in QuickBooks, SAP and Peachtree/Sage 50 with background working in business services, retail and banking industries fit within your organization? Technical specialties cover QuickBooks, SAP, Peachtree/Sage 50, ADP, Lawson, Clarity, Ceridian, Navision, SharePoint and EasySpread. Educational attainment includes Business & Accounting, as well as Nursing and Psychology. This individual obtained a Certification in Six Sigma Blackbelt.

Duties of this implementation analyst covered creating data mappings and transaction workflow documents, showing exactly how every field of information will be converted. Examining the client’s processes, forms and reports, as well as determining the operational needs was part of the job. The documents and deliverables were gathered. Running test scripts with various data to see how new or customized transactions process are, along with coordinating and conducting readiness review were some of the functions. Other tasks involved directing the customer in the preparation and execution of test scripts to verify accuracy of data, training and procedures, system set-up and reports, in addition to customizing the FIS software through the use of authoring tools to meet individual customer needs.

Throughout the project, this individual provided expertise to answer questions and guide the client in the use of the system. Key roles consisted of acting as an on-site resource during conversion, answering questions, as well as troubleshooting problems as they occur. Key roles consisted of supporting the implementation of new procedures and conducting last minute training if necessary. Accomplishments involved reducing A/R aging from an average of 87 to 63 days in less than 7 months and establishing new credit criteria for new accounts.

Does an implementation/support professional who is skilled in QuickBooks and PeopleSoft, with work background in government, education and insurance industries pique your interest? Technical knowledge includes QuickBooks and PeopleSoft. Educational background includes Bachelor of Science in Accounting.

Primary functions included analyzing, designing, testing, implementing and providing production support for a P2P solution. Functions areas covered accounts payable, purchasing/purchase orders, eProcurement, travel and expense, procurement card and workflow (AWE). This specialist served as a subject matter expert for purchase order to payment (P2P) and travel & expense as well as conducted requirements gathering sessions with business end-users to determine the functional and technical requirements and to estimate the effort levels to complete the deliverables under the scope. Functional/test conditions were prepared based on the business requirements. System configuration, functional design and development management activities were performed.

The job covered defining PS user/role/permission list security and coordinating all phases of testing, including test plan creation, data conditioning, script creation, execution and re-testing. Coordinating with the user and technical team in identifying and resolving defects in customizations, in addition to performing production support and managing system enhancements were some of the key roles. Assistance was provided with data reconciliation via reporting, queries and database SQL. Other duties involved analyzing data, developing, testing and deploying reports to production upon user approvals and report design documentation. SQL queries which were used as data source for most reports were developed. Designing and developing PeopleSoft Workflows were completed utilizing the Approval Workflow Engine (AWE) to meet defined business requirements.

What can your organization gain with the help of an implementation specialist who is proficient in QuickBooks, Peachtree/Sage 50 and Sage MAS 90 with experience in software, financial services and agriculture industries? Technical skills cover QuickBooks, Peachtree/Sage 50, Sage MAS 90, Sage MAS 200, Quicken and Data Pro Accounting. Educational attainment includes BSBA Management Information Systems and AA Business.

Main duties of this implementation specialist consisted of implementing the setup of new clients and managing data conversions where the client’s customer base information was converted using SQL and Access. The information was imported to ELeadOne.

Notable tasks included consulting with clients to provide quality software training via onsite or WebEx on accounting, payroll, financial statements, mobile service and construction/job cost applications, assisting clients with analyzing data for conversion and providing solutions for conversion issues. Key roles involved repairing SQL databases, in addition to identifying, researching and resolving workstation technical problems. Apart from correcting SQL data issues, Microsoft Access reports were created. Other duties included creating forms using Crystal Reports and assisting fellow team members in resolving SQL database issues. Creating and updating software documentation were also completed. Consulting with clients was done to provide quality software support. Testing new releases and customizing add-on programs were some of the skills. Functions involved consulting with clients to provide quality software support and training on accounting, time/billing applications, payroll, budgets, and financial statements, along with creating and updating software documentation. Clients were assisted in analyzing data.

Could the future success of your organization be helped by this accounting systems implementation specialist who is adept in QuickBooks Pro, Premier and Enterprise Solutions as well as NetSuite with work background in real estate, financial services and business services industries? Technical competencies involve QuickBooks Pro, Premier and Enterprise Solutions, NetSuite, MS Dynamics GP/SL, Access, Peachtree/Sage 50 and QuickBase. Educational background includes Bachelor’s Degree in Business with concentration in Technology Management. This specialist obtained Certifications in QuickBooks ProAdvisor, Premier and Enterprise Solutions.

Responsibilities of this accounting systems implementation specialist included overseeing the accounting systems implementation projects operations, data migration and support, as well as providing impeccable customer service. Duties consisted of developing concepts and procedures, in addition to analyzing, debugging and resolving general ledger interfaces with computerized work order/purchasing system and project accounting system. This individual launched a thriving private practice, building revenue from $0 to over $72K in first three years with minimal overhead. Customized databases and web-based applications such as CRM, QuickBase automation and Lease Management Systems were created. The QuickBooks to NetSuite migration was carried out, including NetSuite to QuickBooks Enterprise, MAS 90 to QuickBooks Enterprise and Solomon to QuickBooks Enterprise.

Apart from managing the setup, third party add-ons to the accounting software package was implemented. Skills involved developing strategies utilizing database, analysis tools and data extraction tools to carefully migrate clients’ data to new systems, in addition to managing accounting/financial reporting data. Marketing and sales data were managed. Other data from flat files were migrated and analyzed.

How can an implementation specialist with skills in QuickBooks and background working in insurance and funeral services industries fit within your organization? Technical specializations involve QuickBooks and SQL. Educational attainment includes Bachelor of Science in Computer Science/Software Engineering.

Important roles of this implementation specialist covered spearheading the implementation of MIS Professional into funeral homes including identification of business requirements, providing training to customers on system and utilization of best practices. Technical support was delivered to determine and resolve issues on system employing SQL. Responsibilities involved serving as liaison with existing customers and identifying potential enhancements in training or changes to MIS Professional system. Creating and implementing user guides for customers and internal staff, as well as executing QA testing on new enhancements to software were also completed. This specialist successfully converted the accounts receivable department from Legacy System to QuickBooks.

Key contributions were delivered in implementing the new MIS Professional program for 80 customers converting from legacy programs and enhancing customer satisfaction by communicating with customer experiencing issues and determining resolutions. Efforts exerted saved 25% of unsatisfied customers by providing training and process changes. Core competencies include needs assessment, process improvement, QA/testing, technical support, technical writing, software implementation/testing, enhancement implementation, customer software training, training guide/reference guide development and business process. Optimizing success and efficiency of implementations were done through utilization of implementation team tools and process, as well as establishing and employing key metrics for analysis of performance relative to implementations. In addition, designing solutions that balanced the needs of customers, the business, development teams, and legacy systems in dynamic industries was one of the proficiencies.

Could your organization use an implementation specialist who is knowledgeable in QuickBooks Pro with experience in education, software and business services industries? Technical proficiencies encompass QuickBooks Pro, AS/400, IBM, SharePoint and Concur.

Primary tasks of this implementation specialist included traveling to local government municipalities and school boards servicing ERP environment clients and training new users on modules regarding finance, procurement and accounting. Functions covered producing custom manuals for individual software module procedures and training end-users to resolve production issues concerning cash, ACH and/or wire payments. Daily updates on client training sessions were reported via SharePoint, GoToMeeting, and Concur. Inventory and supply ordering were automated by implementing QuickBooks Pro.

Notable roles involved coordinating all accounting responsibilities for a start-up, trade company, reconciling and balancing accounts, as well as creating reports to show cash receipts & expenditures, accounts payable & receivable, as well as profit and loss. Duties consisted of overseeing the company payroll and managing company insurance, billing & collections, workers compensation & liability insurance claims. Other responsibilities were comprised of verifying, allocating and posting details of business transactions in separate ledgers and transferring data to general ledger. Vendor supply invoices, employee expenses, and bank credit card statements were reconciled. Scheduling customer service & recovery appointments, in addition to interfacing with the customer insurance companies were completed. The job involved producing, auditing and processing weekly electronic transmission of billing files to top grossing revenue clients. Creating reports for CFO of service hours used by each client, auditing contracts against new client electronic billing file and reconciling any discrepancies in billing due to contracted anniversary discounts and/or rebate dates were part of the functions.