• Builds the foundation for the project efforts by capturing the business context – problem definition, current state definition, objectives, business case, desired future state definition, etc • Develop detailed requirements (business, user, process, system requirements – functional and non-functional) and establish traceability to business vision. Manage the requirements throughout the project lifecycle by establishing agreements and serving as a liaison between business users and the project team • Facilitate discovery sessions and business process workshops. Be able to diagram and elaborate current & future state application workflows in detail • Act as the project manager for implementation of the solution – identify stakeholders, risk identification and mitigation, communication, define and drive schedules, escalate internally and externally (as appropriate) • Provide technical and functional expertise across learning management systems. Serve as SME across various application platforms • Collaborate with cross-functional teams to identify system and process improvements • Lead and execute full development lifecycle activities - design, develop and test enhancements in alignment with internal business process requirements • Provide product support, track escalations, perform root cause analysis and work with vendors to resolve issues • Document all changes to applications per internal controls • Develop and maintain technical documentation, release notes and conduct end-user training

• Deliver comprehensive corporate, financial and legal administration services across the United States. • Administer over 9 thousand matters and distribute over $8 billion in funds. • Handle even the most complex matters with accuracy and transparency.

• Serve as the primary functional owner for NetSuite, supporting Finance, Procurement, AP/AR, Projects, and operational reporting needs. • Lead full project lifecycle activities for ERP and business systems—requirements gathering, solution design, configuration, testing, deployment, change management, and post‑go‑live support. • Implement new business applications, enhancements, and integrations to meet evolving organizational needs across Finance, Operations, and Procurement. • Configure, optimize, and administer NetSuite modules, including workflows (SuiteFlow), forms, fields, saved searches, custom records, roles/permissions, dashboards, and reporting assets. • Analyze business processes across departments to identify gaps, improve efficiency, streamline workflows, and recommend scalable system solutions. • Support, monitor, and troubleshoot integrations between NetSuite and external systems (Medius AP Automation, SiteTracker, Salesforce, banks, and other SaaS platforms), resolving data sync failures, queue delays, and mapping issues. • Develop functional specifications, coordinate user acceptance testing (UAT), and manage deployment activities in alignment with change‑control processes and SOX controls. • Build and maintain Power BI dashboards, datasets, and reporting models using data from NetSuite and integrated systems. • Improve NetSuite reporting using optimized saved searches, KPIs, workbooks, and data models; ensure data alignment across Power BI and ERP systems. • Troubleshoot production issues in accordance with SLAs; perform root‑cause analysis and implement long‑term fixes to prevent recurrence. • Maintain comprehensive documentation, including process flows, SOPs, training materials, and audit artifacts (access management, quarterly reviews, change control). • Provide end‑user training, ongoing support, and system guidance to drive adoption and maximize business value. • Manage multiple initiatives simultaneously, balancing enhancements, support tickets, business requests, and cross‑functional project work. • Stay current with ERP best practices, NetSuite platform updates, integration tools, and emerging technologies.

• Design, deploy, and support servers, storage, and virtualization platforms (VMware/Hyper‑V) for multiple clients in an MSP setting. • Implement and support Microsoft technologies including Windows Server, Active Directory, Group Policy, Microsoft 365/Office 365, and Exchange (on‑prem and cloud). • Plan and execute migrations (e.g., Microsoft 365, Azure, on‑prem to cloud, server upgrades, domain consolidations) with minimal downtime. • Manage and troubleshoot client networks including WAN/LAN, VPNs, switching, wireless, and firewalls (e.g., Cisco, Meraki, Palo Alto, SonicWall). • Act as a tier‑3 escalation point for complex systems, network, and cloud issues, resolving incidents that exceed service desk capabilities. • Monitor and maintain client environments using RMM and other MSP toolsets, ensuring patching, backups, and security baselines are in place. • Implement and maintain security controls such as MFA, conditional access, endpoint protection, and email security (e.g., Mimecast, Proofpoint). • Document client environments, architectures, standards, and procedures; maintain accurate records in PSA and knowledge base systems (e.g., ConnectWise). • Lead or contribute to infrastructure and cloud projects, including network refreshes, server replacements, and modernization initiatives. • Provide high‑quality client communication, act as a trusted technical advisor, and help manage expectations around scope, timelines, and risk. • Mentor junior engineers/technicians and contribute to improving internal processes, standards, and automation.