Dynamics CRM Consultant

Sep 2018 - Current

Royalty Lending Financial Services

Remote

  • Developed and presented customized Dynamics 365 demo solution.

  • Develop and implement Dynamics 365 CRM instance.

  • Develop and integrate custom SharePoint Online instance with Dynamics.

  • Collaborate with executives and end-users to ensure solution meets client’s needs.

  • Configure business rules, workflows, and business process flows.

  • Develop and implement ASP.Net plugins, and custom workflow assemblies.

  • Leverage CSS, JavaScript, and HTML to create embedded amortization schedule within email templates.

  • Integrate Dynamics CRM with Outlook, Microsoft Flow, and Excel.

Techno-functional Analyst & Project Manager

Dec 2016 - Current

Hutton

Chattanooga, TN

  • Effective team lead who proposed, developed, and implemented custom Microsoft Dynamics 365 online instance for commercial real estate firm with $1.1 Billion assets under management.

  • Collaborate with executives, development teams and end-users to ensure cohesive and efficient business processes.

  • Lead Dynamics demos, design thinking sessions, and end-user workshops.

  • Led the migration from legacy Dynamics CRM 2015 On Premises to Dynamics 365 Online.

  • Lead integration with legacy systems (Smartsheet, Sage)

  • Develop all training materials and lead training sessions.

  • Perform data analysis and provide actionable insights for senior leadership.

Business Analyst

Dec 2016 - Current

Hutton

Chattanooga, TN

  • Leverage CSS, JavaScript, and HTML to create embedded reports and dashboards.

  • Design and develop executive reports with SSRS and FetchXML.

  • Integrate Dynamics CRM Online with Outlook, OneNote, Excel and SharePoint.

  • Customize and configure business rules, workflows, and business process flows to streamline business processes.

  • Extend Dynamics functionality with Power Apps, web resources, Power BI, google maps, external databases, and client-side form scripting.

Equity Research Analyst Intern

Jun - Sep 2016

Patten & Patten

Chattanooga, TN

  • Performed initial investment due diligence and underwriting for five portfolio managers of a Registered Investment Adviser with over $1.5 billion of assets under management.

  • Duties included researching various investment ideas, primarily performing due diligence and analysis of large cap companies to evaluate the fundamental outlooks and trends.

  • Covered companies across several industries including contract research organizations, specialty retail, computer hardware, IT services, and software.

  • Reviewed and deliberated 10-K’s, 10-Q’s, sell-side research reports, public disclosures, company conference transcripts, and relevant regulatory documents in performing due diligence.

  • Focused on identifying the critical variables that drove company earnings to evaluate their long-term success/failure.

  • Constructed financial models from a proprietary, multi-dimensional financial model to derive the intrinsic value of potential investments. Valuation methods included Discounted Cash Flow (DCF), Residual Income Model (RIM), and comparable analysis.

  • Presented research reports and investment recommendations to senior leadership for evaluation under tight deadlines.

 
SKILLS

skill

years

C#

1

Express.js

3

HTML

3

Microsoft Teams

3

Excel

8

PowerApps

1

OneNote

3

SDLC

3

JavaScript

3

AJAX

3

Office Apps (Word...)

10

System Integration

3

Power BI

1

Visual Studio

3

ERD

3

Dynamics CRM

3

JQUERY

3

CSS

3

Implementation

3

Data Migration

3

Portal

1

Plugins

1

SSRS

3

Dynamics Versions

3

Fetch xml

3

Node.js

3

Workflows

3

Microsoft Flows

2

Web Resources

3

SharePoint

3

Dynamics Projects

3

skill

years

CERTIFICATIONS & EXAMS
Microsoft Certified Solutions Expert: Business Applications

Microsoft Certified Solutions Expert: Business Applications

Microsoft Certified Solutions Associate: Dynamics 365

Microsoft Certified Solutions Associate: Dynamics 365

Exam 718: Microsoft Dynamics 365 for Customer Service

Exam 718: Microsoft Dynamics 365 for Customer Service

 
EDUCATION
2012-2016

Bachelor of Science - Finance

Auburn University - Auburn, AL

Financial Security Analysis

Financial Markets and Institutions

Investments

Financial Statement Analysis

Strategic Management

Intermediate Accounting

Statistical Analytics I & II

2005-2012

High School Diploma

McCallie - Chattanooga, TN