Paul Wnek
Founder & Principal Solutions Architect
- | www.linkedin.com/in/paulwnek/ | http://trailblazer.me/id/pwnek- | Lewisville, TX 75056
Skills
▪ Financial Analysis
▪ Financial Reporting
▪ Project Management
▪ eCommerce
▪ Budgeting & Forecasting
▪ Process Improvement & Automation
▪ Trend Analysis
▪ Sales
▪ Financial Projections
▪ Financial Modelling
▪ Attention to Detail
▪ Financial Auditing
▪ Apex
▪ Data Loader
▪ Custom Salesforce Integrations
Certifications
Salesforce | Certifications
▪ Certified Administrator | March 2019
▪ Certified Advanced Administrator | July 2020
▪ Certified Platform App Builder | August 2020
▪ Certified Sales Cloud Consultant | August 2020
▪ Certified Platform Developer I | August 2020
Salesforce | Superbadges
▪ Billing Specialist | October 2019
▪ Business Administration Specialist | November 2019
▪ Lightning Experience Reports & Dashboards Specialist | November 2019
▪ Security Specialist | December 2019
▪ Process Automation Specialist | July 2020
▪ Sales Cloud Specialist | August 2020
▪ App Customization Specialist | August 2020
Conga | Certifications
▪ Certified Conga Composer Administrator | August 2020
▪ Certified Conga Composer Automation Administrator | August 2020
▪ Certified Conga Sign Administrator | August 2020
▪ Certified Conga Collaborate Administrator | September 2020
Education
Master of Science in Finance UNIVERSITY OF DALLAS | Irving, TX | (Expected: Spring 2021) GPA: 3.55
Bachelor of Arts in Business Administration UNIVERSITY OF DALLAS | Irving, TX | 2017
Professional Experience
Coalescence Cloud Consulting, LLC | Lewisville, TX | March 2019 - Present
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PRINCIPAL SOLUTIONS ARCHITECT
Technical & Financial Technology Consulting - Implementations, Custom Integrations,
Configurations, Enhancements, Support, Automation, and Administration for:
● Salesforce – Customer Relationship Management (CRM) - Commerce Cloud (B2C) |
Sales Cloud | Services Cloud | Configure Price Quote (CPQ) | Billing | Einstein Analytics |
Nonprofit Cloud | Health Cloud
FinancialForce – Enterprise Resource Planning (ERP) - Supply Chain Management (SCM) - Procurement &
Order and Inventory Management | Billing Central (BC) - Subscription, Usage, and Services Billing |
Accounting (FFA) + Financial Reporting & Fixed Assets Management (FAM) | Professional Services
Automation (PSA) | ERP & PSA Einstein Analytics | Revenue Recognition & Forecasting | Customer Billings
& Payments Center (ERP Community) | Professional Services (PSA) Communities | Human Capital
Management (HCM) with ADP
Avalara – Tax Management
Ascent – Supply Chain Management (Salesforce Platform)
Conga – Composer |Trigger | Batch | Contracts | eSignature
Expensify – Expense Reports & FinancialForce/Salesforce Integration
The Mercatus Center & Institute for Humane Studies at George Mason University | Arlington, VA |
January 2018 – August 2019
FINANCIAL REPORTING ANALYST | October 2018 – August 2019
Drove innovation to improve process efficiencies through implementation of new technologies that eliminate or
significantly reduce repetitive & error-prone manual data entry, streamline workflows, and ease bottlenecks.
Managed and coordinated technical implementation of FinancialForce (Accounting, Reporting, etc.) as a liaison
between an external consulting team and internal technical team on behalf of the Finance and Accounting teams.
Designed countless features and technical solutions throughout the course of the rollout of the FinancialForce
system, working closely with implementation consultants and internal stakeholders/Salesforce Administrators to
implement these features.
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Contributed various ideas for new functionality via FF Community, all of which have successfully
progressed to FinancialForce’s pre-development/”In Planning” phase, including: A Blockchain-like concept
that would improve visibility into all transactional and related data & A bank reconciliation improvement
that would enable truly automated reconciliations by matching multiple key data points rather than just
matching the amount.
Created various dashboards for measuring and tracking Accounts Payable processing rates and volumes
which required numerous cross-object formulas and fields to be created. Various other performance
measurement and automation projects were also completed for budgeting, bank reconciliations, etc.
Identified cybersecurity concerns, as related to finance practices, proposed and received preliminary
approvals from COO’s of both organizations, to coordinate the implementation of a solution that would
resolve these issues; eliminating or automating these inefficient and risky practices in the process and
creating cost savings of 1 FTE.
FINANCIAL OPERATIONS ASSOCIATE | January 2018 - October 2018
Managed and coordinated technical implementation of FinancialForce (Accounting, Reporting, etc.) as a liaison
between an external consulting team and internal technical team on behalf of the Finance and Accounting teams.
● Improved countless AP related processes to eliminate manual/repetitive data entry and implemented
automated or efficient replacements.
Dallas Fort Worth International Airport | Dallas, TX | April 2016 - May 2017
BUSINESS/FINANCIAL ANALYST | CUSTOMER EXPERIENCE | February 2017 - May 2017
Improved online customer service by completing a full website and mobile application analysis and identifying
several inefficiencies. Provided recommendations to senior management and collaborated with developers to
implement improvements. Performed analysis of passenger trends and flows.
● Increased customer satisfaction companywide and reduced overall costs of maintenance call center by 1 FTE.
● Performed financial analysis, budgeting, and process improvement for terminal maintenance procedures.
PROJECT COORDINATOR | CONCESSIONS | April 2016 - February 2017
Held concurrent responsibilities for coordinating the development of a food ordering mobile application and
several airport improvement projects. Collaborated with developers to identify mobile application improvements
and beta testing.
Awards, Accomplishments, & Recognitions
Top FinancialForce Community Contributor – Recognized by FinancialForce COO Andrea Lagan in her
Closing Keynote at the FinancialForce Community Live Conference | May 2019
Professional Affiliations, Memberships, and Development
FinancialForce Champion Program | April 2019 – Present
FOUNDING MEMBER
Nominated to participate in the development of this program by FinancialForce, to serve as an Advocate, to
Advise and Mentor, and to drive Engagement. The role entails the following for the three key focus areas:
● Advocate – Speaking engagements, Press/Analyst interviews, and Thought Leadership
● Advise – Product Research, Customer Advisory Board participation, Marketing & Strategy input, and Service
Offerings & Certifications input.
● Engage – Participation in user Webinars, Knowledge & Best Practice sharing, leading User Groups, and
Mentorship for new and existing users.
DC Accelerator | Washington, DC | July 2018 – June 2019
ACCELERATOR ASSOCIATE
A year-long program for young professionals who have displayed a strong desire to innovate and climb to the top
of the ladder in their respective fields; and are accepted based upon professional references, recommendations,
and performance. Program includes regular (weekly/bi-weekly) mentoring, monthly seminars with industry
leaders, and weekly reporting/tracking of professional performance, effectiveness, and improvement areas.
Examples of skills and concepts applied throughout the duration of the program: Waterfall Development and
AGILE Framework for project management, Time Management | Optimal Work Methodology, and Solving
Problems & Consultative Sales.
