About Kara
Key Achievements
- Led simultaneous NetSuite and Salesforce go-live. Served as a client-side team lead (not the implementation partner) on the full replacement of ERP and CRM systems for an organization with ~$700M in annual revenue and $1.1B in consolidated net assets. Held the team to complete user acceptance testing and led them to a successful go-live of both systems at the same time.
- Cut the monthly close from 45 days to 10 days (78% faster). Designed and implemented a new revenue estimation methodology that let the company close its books on a predictable, accelerated timeline. Additional close acceleration quick wins were also implemented to help with the close timeline acceleration.
- Reduced a client's chart of accounts from 1,000+ to 257 (~74% reduction). Redesigned and consolidated the GL structure in NetSuite, migrated historical activity through GL migration entries, and built an item master mapped to the new structure.
- Scaled FloQast close automation for PE-backed clients, including a 450+ entity deployment. As FloQast Implementation SME, configured the full module suite and built a scoping framework to estimate implementation hours. Contributed to the Company being named FloQast AI Partner of the Year (2025) and Emerging New Partner of the Year (2024).
Technology Expertise
- NetSuite
- FloQast
- Excel
- Salesforce
- ClickUp
Education
- Oklahoma State University
Master of Science in Accounting Bachelor of Science in Accounting
Previous Companies
- RSM US
- Accordion Partners
- American Cancer Society