Kristina M. Morcheid

Kristina M. Morcheid

Consultant

Dopkins System Consultants

At a glance

A seasoned financial analyst with a strong background in data reporting, Kristi provides support services to Enterprise Resource Planning (ERP) and accounting system user clients, including the implementation and on-going support of the Sage 300 (formerly ACCPAC) accounting software package. She joined Dopkins in 2019 after a fifteen-year career representing a privately held not-for-profit national member association and service organization.

Industries Served

  • Clinics
  • Distribution
  • Manufacturing
  • Medical Practices
  • Not-for-profit
  • Physicians / Physician Groups
  • Restaurant and hotel management

Technical Expertise

Kristi has gained significant experience working with a multitude of business intelligence software programs, including:

  • Prophix
  • Tableau
  • IBM Cognos Powerplay
  • Campana AXIS
  • Protractor Report Manager
  • Pivotal CRM

Prior Experience

Kristi began her professional career at AAA of Western and Central New York, where she rose to a leadership capacity in each of the departments she served.  She began her career client-side in the travel department and was able to fine-tune both her customer relations skills, as well as her professional development as a trainer, frequently leading instruction sessions on corporate procedural and system changes. She later migrated to an accounting position, where she collaborated with the organization’s IT department to build features for routine processes that were both time saving and also increased data accuracy. In her assignment as a financial reporting analyst, she routinely worked with cross departmental and executive management teams to prepare reporting tools.

Education

A.S., Erie Community College

 

Careers

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