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TERE SA L. KLEI N
3215 Pearl Street Road
Batavia, New York 14020
(716) 560-3377
pulsatk@rochester.rr.com
S U M M A R Y
A detail-oriented and results-driven business analyst with a demonstrated track record of achievement in business processes,
application development, procurement, documenting, training, Sarbanes-Oxley, and software synchronization. Established
capabilities in IT, technical support, problem solving, troubleshooting, process improvement, and SOX audits. Possesses
dynamic organizational and analytical skills and works well in independent or cross-functional team environments. A dynamic,
forward-thinking leader with proven expertise in meeting or exceeding corporate objectives, and contributing to desirable bottom-
line results.
E X P E R I E N C E
PULSAFEEDER-IDEX CORPORATION, Rochester, New York
Manager, Business System, Applications Development, 2010-2015
Provided functional support for two business locations with 190 employees and supported JD Edwards modules, including sales order management,
procurement, inventory/shop floor control, manufacturing, PDM, GL, AP, AR, and advance pricing. Facilitated software support, RF Smart, Create!
form, TRAx/SPS, Bartender, Vertex, and Business Objects. Served as lead in planning, testing, documenting, training, and implementing business
requirements, enhancements, and changes. Conducted menu setup, scheduler maintenance, and promotion of changes via OMW. Acted as
Sarbanes-Oxley designee for both locations, with active role in scheduled SOX audits, and liaised between corporate IT and business unit.
• Utilizing web application, monitored, assigned, reviewed, and approved user support tickets for IT team consisting of web developer and
technical support role.
• Designed and maintained menus, set up and maintained scheduler/default printers, and formalized security requirements.
• Created OMW projects for promotion of changes to batch and interactive programs while configuring, testing, documenting, and deploying
new functionality, including Corporates Available to Promise, JDE Advance Pricing modules, sales quotes, and full costing process
complete with labor burden and overhead.
• Devised and provided detailed specs via statement of work process and tested, documented, and deployed new business requirements.
Strategized cross-functionally to determine best practices and/or development of new processes while synchronizing software with
organizational objectives.
• Troubleshot business/process issues to provide root cause and resolution and explored uncharted functionality and/or creative ways to utilize
existing functionality. Designed business reports.
• Functioned as business process lead for conversion of TakeStock to JD Edwards E1.
• Assisted another business unit in their upgrade from JD Edwards Xe to 9.0.
Project Manager, 2009-2010
Project Manager for our system upgrade from JD Edwards World to E1. Designed and maintained SharePoint site for collaboration and project
management. Ensured business and process requirements attainment while complying with corporate standard practices. Provided detailed
specifications to corporate IT for all non-standard business requirements. Tested, documented, and trained functional leads and ensured timely
project task completion.
• Facilitated all business data, logic, and table definitions to support corporate IT in data development, configuration, and conversion.
• Initiated detailed specifications for software modifications aligned to critical business requirements.
Teresa L. Klein, Page 2
• Tested, documented, and trained department leads and handled territory assignment, allocation of commission and assignment, sales
order screen flow, and serial number/labeling process.
IT Support Manager, 2003-2009
Managed team consisting of RPG and web developers for multiple sites while providing daily functional and technical support for JD Edwards World
modules consisting of sales order management, procurement, inventory/shop floor control, PDM, AP, AR, and manufacturing. Provided detailed
specs for application development and tested, documented, configured, implemented, and trained end users. Processed minor RPG logic changes
and utilized SQL to perform mass updates to tables and data.
• Designed specs for robust customer-facing tool, KPI dashboards, IT ticket system, pricing configurator, commission assignment, serial
number assignment, data archive repository, and applications for other large-scale business requirements.
• Designed business reports.
• Led ERP conversion of MAS90 to JDE World for relocation of Jacksonville and integrated business processes into existing processes,
including end-user training as well as ERP World v6.2 to v7.3 upgrade.
• Assisted another business unit with their upgrade from JD Edwards World to E1 designing reports and Create!form templates.
A D D I T I O N A L E X P E R I E N C E
Six Sigma Black Belt, 2000-2003. Selected for corporate initiative and completed Six Sigma training. Utilized specific toolset to measure/analyzed
data, locating root cause, leading to multiple process improvements and cost savings. JDE Implementation Project Team Member, 1993-2000.
Provided daily functional and technical support for JD Edwards World software for two distinct locations. Served as sales order management and
procurement lead for conversion of ASK MANMAN to JD Edwards World, integrated business processes into existing processes, including training of
end users. Designed business reports. Purchasing, Inventory Clerk, Production Planner, Document Control, Order Editor, Sales Admin
Supervisor, 1981-1993.
E D U C A T I O N
ROCHESTER INSTITUTE OF TECHNOLOGY, Rochester, New York, B.S., Business Administration, 1992
C E R T I F I C A T I O N
Six Sigma Black Belt, 2001
P R O F E S S I O N A L D E V E L O P M E N T
RIE Training, 2011
Lean Manufacturing, 2010
Business Objects Report Design, 2008
Value Stream Training, 2008
Advanced System Concept SEQUEL Plus ViewPoint Report Design,
2006
Intro to RPG, 2003
Crystal Reports Design, 2003
A F F I L I A T I O N S
JDE (Oracle) User Group
Quest Advisory Board
IDEX CCB Participant
T E C H N I C A L S K I L L S
Teresa L. Klein, Page 2
JD Edwards, MAPICS, MAS90, ASK MANMAN, SEQUEL ViewPoint, Business Objects, RF Smart, TRAx, Create!form, Bartender, SharePoint, SQL,
Intro to RPG, Minitab, Visio, Microsoft Office Suite

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KLEIN TERESA FINAL mf (tl) - 94642

  • 1. TERE SA L. KLEI N 3215 Pearl Street Road Batavia, New York 14020 (716) 560-3377 pulsatk@rochester.rr.com S U M M A R Y A detail-oriented and results-driven business analyst with a demonstrated track record of achievement in business processes, application development, procurement, documenting, training, Sarbanes-Oxley, and software synchronization. Established capabilities in IT, technical support, problem solving, troubleshooting, process improvement, and SOX audits. Possesses dynamic organizational and analytical skills and works well in independent or cross-functional team environments. A dynamic, forward-thinking leader with proven expertise in meeting or exceeding corporate objectives, and contributing to desirable bottom- line results. E X P E R I E N C E PULSAFEEDER-IDEX CORPORATION, Rochester, New York Manager, Business System, Applications Development, 2010-2015 Provided functional support for two business locations with 190 employees and supported JD Edwards modules, including sales order management, procurement, inventory/shop floor control, manufacturing, PDM, GL, AP, AR, and advance pricing. Facilitated software support, RF Smart, Create! form, TRAx/SPS, Bartender, Vertex, and Business Objects. Served as lead in planning, testing, documenting, training, and implementing business requirements, enhancements, and changes. Conducted menu setup, scheduler maintenance, and promotion of changes via OMW. Acted as Sarbanes-Oxley designee for both locations, with active role in scheduled SOX audits, and liaised between corporate IT and business unit. • Utilizing web application, monitored, assigned, reviewed, and approved user support tickets for IT team consisting of web developer and technical support role. • Designed and maintained menus, set up and maintained scheduler/default printers, and formalized security requirements. • Created OMW projects for promotion of changes to batch and interactive programs while configuring, testing, documenting, and deploying new functionality, including Corporates Available to Promise, JDE Advance Pricing modules, sales quotes, and full costing process complete with labor burden and overhead. • Devised and provided detailed specs via statement of work process and tested, documented, and deployed new business requirements. Strategized cross-functionally to determine best practices and/or development of new processes while synchronizing software with organizational objectives. • Troubleshot business/process issues to provide root cause and resolution and explored uncharted functionality and/or creative ways to utilize existing functionality. Designed business reports. • Functioned as business process lead for conversion of TakeStock to JD Edwards E1. • Assisted another business unit in their upgrade from JD Edwards Xe to 9.0. Project Manager, 2009-2010 Project Manager for our system upgrade from JD Edwards World to E1. Designed and maintained SharePoint site for collaboration and project management. Ensured business and process requirements attainment while complying with corporate standard practices. Provided detailed specifications to corporate IT for all non-standard business requirements. Tested, documented, and trained functional leads and ensured timely project task completion. • Facilitated all business data, logic, and table definitions to support corporate IT in data development, configuration, and conversion. • Initiated detailed specifications for software modifications aligned to critical business requirements.
  • 2. Teresa L. Klein, Page 2 • Tested, documented, and trained department leads and handled territory assignment, allocation of commission and assignment, sales order screen flow, and serial number/labeling process. IT Support Manager, 2003-2009 Managed team consisting of RPG and web developers for multiple sites while providing daily functional and technical support for JD Edwards World modules consisting of sales order management, procurement, inventory/shop floor control, PDM, AP, AR, and manufacturing. Provided detailed specs for application development and tested, documented, configured, implemented, and trained end users. Processed minor RPG logic changes and utilized SQL to perform mass updates to tables and data. • Designed specs for robust customer-facing tool, KPI dashboards, IT ticket system, pricing configurator, commission assignment, serial number assignment, data archive repository, and applications for other large-scale business requirements. • Designed business reports. • Led ERP conversion of MAS90 to JDE World for relocation of Jacksonville and integrated business processes into existing processes, including end-user training as well as ERP World v6.2 to v7.3 upgrade. • Assisted another business unit with their upgrade from JD Edwards World to E1 designing reports and Create!form templates. A D D I T I O N A L E X P E R I E N C E Six Sigma Black Belt, 2000-2003. Selected for corporate initiative and completed Six Sigma training. Utilized specific toolset to measure/analyzed data, locating root cause, leading to multiple process improvements and cost savings. JDE Implementation Project Team Member, 1993-2000. Provided daily functional and technical support for JD Edwards World software for two distinct locations. Served as sales order management and procurement lead for conversion of ASK MANMAN to JD Edwards World, integrated business processes into existing processes, including training of end users. Designed business reports. Purchasing, Inventory Clerk, Production Planner, Document Control, Order Editor, Sales Admin Supervisor, 1981-1993. E D U C A T I O N ROCHESTER INSTITUTE OF TECHNOLOGY, Rochester, New York, B.S., Business Administration, 1992 C E R T I F I C A T I O N Six Sigma Black Belt, 2001 P R O F E S S I O N A L D E V E L O P M E N T RIE Training, 2011 Lean Manufacturing, 2010 Business Objects Report Design, 2008 Value Stream Training, 2008 Advanced System Concept SEQUEL Plus ViewPoint Report Design, 2006 Intro to RPG, 2003 Crystal Reports Design, 2003 A F F I L I A T I O N S JDE (Oracle) User Group Quest Advisory Board IDEX CCB Participant T E C H N I C A L S K I L L S
  • 3. Teresa L. Klein, Page 2 JD Edwards, MAPICS, MAS90, ASK MANMAN, SEQUEL ViewPoint, Business Objects, RF Smart, TRAx, Create!form, Bartender, SharePoint, SQL, Intro to RPG, Minitab, Visio, Microsoft Office Suite