$125

Hourly Consulting Rate

Richard Shall

Independent Consultant

Industry Experience

Accounting

Management Consulting

Wholesale

Location Supported

United States

Langauages Supported

English

Skills

  • Functional consultant
  • Project management
  • Managed services
  • ERP
  • CRM
  • Accounting software
  • +2 more

Product Specialization

  • Odoo ERP

About

I have 6 years of experience implementing and selling Odoo and managing the implementation team. With a proven track record of thinking critically and analytically about requirements to find standard functional solutions.

Top Project Highlights

Odoo ERP Implementation

Worked with many SMB's implementing, onboarding, training, and configuring their business requirements into Odoo following Odoo's Quickstart Methodology which focuses on a quicker and leaner implementation while simultaneously reducing long term costs.

Employment

Staff Accountant

2012 - 2012
    • Executed on various client requirements and maintenance projects in an accurate, timely, and detailed manner to continuously develop client relationships and ultimately increase customer lifetime value.
    • Examined and reviewed clients’ operational processes and procedures in order to minimize the probability of fraud-related activities by collaborating with team members, managers, and partners in internal meetings.
    • Maintained internal client database, analyses, and reports, in addition to verifying and documenting issues and resolutions to ensure high client retention rates.
    • Collaborated with team members on a multitude of clients (corporations, partnerships, HUD, and non-profits) to verify and validate the accuracy and completeness of various projects.

Staff Member

2012 - 2014
    • Develop and implement software utilization best practices to augment management’s corporate workflow productivity and efficiency by leveraging extensive knowledge of FileCabinet & ProSystem Engagement software systems.
    • Establish familiarity with clients’ operational procedures to assist in identifying and determining key insights for actionable recommendations including separation of duties, checkpoints, and safeguards.
    • Elicit client information in order to provide case-specific solutions by updating internal systems and databases, in addition to acting as central point of contact to respective internal and external parties’ account queries.
    • Collaborate with internal staff and management team to assess and evaluate functional business risks by dissecting and analyzing client company’s in-house protection processes and methodologies.

Business Analyst

2014 - 2015
    • Worked closely with SMB's in industries ranging from whole sale distribution, manufacturing, eCommerece, and more, analyzing business requirements to better facilitate work flow mapping into Odoo's open-source, cloud based, ERP.
    • Configured, customized, and implemented a suite of solutions with applications such as CRM, Sales Management, WMS, MRP, Accounting, Purchasing, E-Commerce and Website.
    • Communicated and interacted with C level Executives conveying complex concepts and work flows related to their business needs and functions.
    • Configured multiple complex Accounting/Finance requirements including customized financial reports (BS, P&L, Cash Flow), imported financial transactions (closing and opening entries), real-time accounting, standard, average and real costing.
    • Compiled and outlined client functional and technical specifications for custom developments.
    • Provided pre-sales assistance to vet project requirements, explain implementation methodologies, configure demonstrations, and set client expectations.

Sr. Business Analyst

2015 - 2015
    • Took on a senior role training colleagues in advanced Odoo ERP functional and technical concepts while implementing larger more complex projects.

Professional Services Manager

2015 - 2018
    • Recruited, trained, and managed a diverse team of 20+ Business Analysts implementing over 200 projects in a wide range of industries from wholesale distribution, manufacturing, professional services, and more.
    • Streamlined, improved, and implemented new internal processes to ensure successful project implementations, communication across teams, and increased client satisfaction.
    • Worked closely with the clients and the Odoo team to tackle complex implementations covering a wide range of business use cases.

Sales Account Executive

2018 - 2020
    • Worked closely with prospects, analyzing their requirements, providing product demonstrations, discussing implementation methodology, and conversion into clients.
    • Acted as their champion to help ensure a smooth implementation and experience with Odoo.

Learning & Development Officer

2020 - Present
    • Organized and implemented a new and recurring two week intensive training for new hires focusing on their functional product knowledge, helping them develop a baseline understanding of PostgreSQL concepts and terminology, introducing them to Odoo's Quickstart Implementation methodology, building their presentation and demonstration skills, and working to instill them with self-efficacy.

Education

Business Management & Economics Degree
2007-2011

University: University of California Santa Cruz

Emphasis: Accounting

Certification

Bachelor of Arts
2007-2011

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