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 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,
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

The Fitzgerald Group, Inc. Sharon, MA

Director of Client Services / Business Development (6/05 – 1/10) 11/94 – 12/97, 4/99 – 1/10
♦ Deployed all associated implementation activities for Sage MAS 90/200 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
♦ Kept skills current by maintaining own software and technology expertise, in conjunction with billable consulting goal
♦ Managed and performed all Sales Department responsibilities for prospects and existing clients
♦ Conducted lead generation activities to maintain pipeline, and worked with Marketing Coordinator on campaigns
♦ Collaborated with all Consulting staff and Management to develop and continually improve project standards
♦ Coordinated constant firm-wide communication
♦ Served as a primary resource for all aspects of the business, helped promote positive work atmosphere, and mentored
Consultants and other staff
♦ Developed and oversaw Client Satisfaction initiative, and participated in various internal projects
♦ Supervised the implementation of new telephone support call-tracking system
♦ Assisted Sales and Marketing as product specialist

Staff Consultant / Senior Staff Consultant (4/99 – 5/05)

Staff Consultant (11/94 – 12/97)
♦ Recommended, implemented, optimized and supported business management systems, hardware and technology
♦ Provided a systems consulting resource to CPA firms and their clients, of all sizes in a variety of industries
♦ Performed various special projects for clients, including custom reporting, integration development and needs-analyses
♦ 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 company’s first web site
 Brett A. Zimmerman (2)

Fidelity Investments - Systems Company (FISC-Finance) Boston, MA

Financial Systems Specialist 12/97 – 4/99
♦ 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
♦ Carried out required functions for Y2K Desktop Compliance to 50 financial desktops
♦ Participated in the Business Process Improvement Task Force program
♦ Evaluated vendors and solicited customer feedback

Grossman’s, Inc. Braintree, MA

Financial Analyst 4/92 – 11/94
♦ 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 various regional stores

SOFTWARE KNOWLEDGE (sampling)

♦ Sage MAS 90/200 ♦ StarShip (V-Technologies) ♦ Microsoft Office suite

♦ BusinessWorks ♦ JobOps (Synergistic) ♦ Various Windows platforms and
♦ Crystal Reports (Certified Trainer) ♦ Numerous Sage MAS 90/200 networks
♦ Many Sage Extended Solutions enhancements (e.g., DSD, ISM, ♦ General PC support
♦ Sage Payment Solutions HighTower, Blytheco, IIG)
♦ PCCharge ♦ Automated Service (Ascent)
♦ Sage KnowledgeSync ♦ In-Synch (ROI Consulting)
♦ Business Alerts ♦ Automation Series (Scanco)
♦ FRx ♦ eRequester (PBS)
♦ FAS – Fixed Assets ♦ doc-link (Altec)
♦ SageCRM ♦ EDI

EDUCATION
Northeastern University Boston, MA
Bachelor of Science Degree in Accounting 6/93

References furnished upon request