BRETT A.

ZIMMERMAN
19 Marshall Street Norfolk, MA 02056 617-775-8611 c

brett_zim@comcast.net

EXECUTIVE SUMMARY
Client-focused, experienced and polished hands-on professional with a versatile blend of accounting, systems and business expertise, along with a good amount of creativity and common sense. Expert level understanding of the Sage 100 (fka MAS 90/200) product line and related applications, including solid comprehension of integrated business management systems and accounting, as well as effectively managing and sustaining cross-functional and inter-departmental relationships with clients and prospects. Excels at performing ERP implementations, consulting, project management, report writing, import development, upgrades, training, addressing business challenges, problem-solving, needs-analyses, and proposing business solutions - while consistently maintaining client/staff retention and internal/external team moral. Impeccable organizational skills and attention to detail; exceptional presentation, verbal articulation and written proficiency standards; superb client service experience; and an absolute team player with goal-oriented personality.

EXPERIENCE
Oasis Solutions Group, Louisville, KY (Norfolk, MA) Senior Consultant and Customer Care Manager 2/12 3/13 Provided ERP solutions consulting, management and ongoing support to small and medium-sized companies Identified and resolved software, hardware and network related issues for multiple projects simultaneously Performed detailed business and technical analysis of customer requirements, concerns and problems Recommended and scoped improvements related to adoption of additional software and functionality, reporting,
automation and integration tools Implemented BizNet/BizInsight and SQL: installation, configuration, training and report development Coordinated and managed the HelpDesk and associated targeted follow-ups Recognized and generated revenue opportunities within existing client-base Worked with internal team members on ideas for enhancing the customer experience Designed, facilitated and conducted monthly webinars (e.g., Tips & Tricks, additional functionality), and contributed enewsletter and blog articles

Contract / Freelance, Norfolk, MA ERP and Business Management Systems Professional 2/10 2/12 Performed Sage 100 activities including implementation of additional modules and functionality, upgrades, custom
reports/forms, imports, integration, special projects, training, support, and needs analyses and recommendations Engaged with the following Partners: Oasis Solutions Group, Schulz Consulting, Software Solutions, Clients First Business Solutions, BHE Consulting, CTO Associates, Microliance Business Solutions Provided general consulting related to hardware, software and technology Consistently worked with applicable vendors and 3rd party Master Developers Maintained website and catalog development

The Fitzgerald Group, Inc., Sharon, MA Director of Client Services / Business Development 6/05 1/10 Deployed all associated implementation requirements for Sage 100 client-base Managed and directed Staff Consultants, Account Management and Telephone Support Department Ensured highest level of professionalism and client service via onsite, phone, web, verbal and written contact Performed all Sales responsibilities for prospects and existing clients, and lead generation and pipeline obligations Collaborated with all Consulting staff and Management to develop and continually improve project standards Served as a primary resource for all aspects of the business (including coordination of constant firm-wide
communication), helped promote positive work atmosphere, and mentored Consultants and other staff Developed and oversaw Client Satisfaction initiative, and participated in and led other internal projects Supervised the implementation of new telephone support call-tracking system Assisted Sales and Marketing as product specialist on campaigns and as needed Kept skills current by maintaining own software and technology expertise, in conjunction with billable consulting goal

Brett A. Zimmerman

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Staff Consultant / Senior Staff Consultant 11/94 12/97, 4/99 5/05 Recommended, implemented, optimized and supported business management systems, hardware and technology Provided a systems consulting resource to CPA firms and their clients, in variety of industries including Distribution and
Manufacturing Prepared and conducted classroom training sessions, as well as 1-on-1 instruction Designed, produced and presented at annual Customer Conferences and CPA Technology Update Seminars Brought new internal and external solutions in house, and assisted with management of these tools Worked closely with IT vendors and Master Developers to provide the best client solutions Designed and published companys first web site

Fidelity Investments - Systems Company (FISC-Finance), Boston, MA Financial Systems Specialist Managed, maintained and supported financial systems and services for Fidelity Business Units Acted as liaison between Finance and IT Department Coordinated and implemented the development and rollout of several application upgrades Performed analysis of current applications for usability, in an effort to enhance Participated in the Business Process Improvement Task Force program Evaluated vendors and solicited customer feedback Carried out required functions for Y2K Desktop Compliance to 50 financial desktops Grossmans, Inc., Braintree, MA Financial Analyst Maintained general ledger structure and data integrity during month-end cycles Designed, prepared and reviewed monthly financial reports for management Revised and published Profit and Loss manuals for store managers Performed balance sheet account reconciliations Developed new controls and procedures for the Financial Reporting area Managed semi-annual inventory counts for regional stores

12/97 4/99

4/92 11/94

SOFTWARE KNOWLEDGE (sampling)

Sage 100 (fka MAS 90/200)-Certified Crystal Reports (Certified Trainer) Many Sage Extended Solutions BizNet/BizInsight; FRx Sage Payment Solutions PCCharge Sage KnowledgeSync Business Alerts FAS Fixed Assets Sage CRM Sage BusinessWorks

Numerous Sage 100 enhancements (e.g., DSD, ISM, HighTower, Blytheco, IIG) StarShip (V-Technologies) JobOps (Synergistic) Automated Service (Ascent) In-Synch (ROI Consulting) Automation Series (Scanco) eRequester (PBS) doc-link (Altec) EDI

Microsoft Office suite Windows platforms and networks General PC support SQL experience

EDUCATION
Northeastern University, Boston, MA Bachelor of Science Degree in Accounting

References furnished upon request