Joe Szymanski

About Joe Szymanski

IT & Operations Consultant for Private Equity clients in mid-market manufacturing and distribution space- IT & Operations Due Diligence- IT Business Enablement- IT Application Landscape Analysis- ERP Selection Advisement- ERP Implementation Best Practice Oversight- Fractional Executive IT Strategy\"A bridge between the system/technical and the business/functional\"Key Strengths:• Problem Solving• Understanding business processes throughout entire value chain• Understanding how systems enable those processes, including typical ways that most ERPs work as well as additional bolt-on applications (CRM, WMS, QMS, EDI, eCommerce, PLM, TMS, etc.)• Being able to quickly understand how each organization is using their systems to support business functions and processes for their specific environment and requirements (for their industry, vertical, and unique core competencies)• What best practice looks like for ERP configuration and system enablement for each business model to minimize custom code and operate efficiently and effectively• Data and Reporting – how the underlying transaction systems organize and collect data, and how to extract it and use it in a data warehousing model for best practice reporting for business intelligence, decision support, KPIs, and dashboards• Finance – How financial reports are built (income Statement/P&L, Balance Sheet, Cash Flow Statement), what they show, typical formats, GAAP requirements, identifying and understanding red flags in the results, relationship to underlying ERP data (General Ledger and subledgers), options for granularity and drill down, and how the ERP transactions effect the financial reports

Experience

1. Technical Director

   TriVista

   Dec 2024 — Present

Education

• Regent University

  Master of Business Administration (MBA), Finance

  2002 — 2005

• Oral Roberts University

  Bachelor of Science - BS, Pre-Medicine/Pre-Medical Studies

Skills

• Lean Manufacturing
• Continuous Improvement
• Managerial Finance
• Financial Reporting
• Team Building
• Data Modeling
• Software Development Life Cycle (Sdlc)
• Business Process
• Supply Chain Management
• Automotive
• System Architecture
• Business Intelligence
• Manufacturing
• Automotive Aftermarket
• Master Data Management
• Financial Analysis
• Software Engineering
• Business Process Automation
• Kanban
• Microsoft Sql Server
• Cross-Functional Team Leadership
• IT Management
• Database Design
• Sap Implementation
• Db2
• Ibm Iseries
• .net
• Resource Management
• Product Management
• Sap Erp
• Value Stream Mapping
• Project Management
• Account Management
• Data Warehousing
• Functional Analysis
• Business Analysis
• Programming
• Data Analysis
• Large Scale System Integration