SUMMARY

• I has a background featuring a record of productivity, professionalism and consistent performance excellence in highly visible and increasingly responsible roles requiring a combination of financial acumen, high level technological expertise, and project management and leadership/and communication skills.
• I is highly proficient in all aspects of Short and long term technical stock trading. Wifin the last ten years, I transitioned my career from financial accounting to Cognos design and implementation of complex multidimensional Planning and Forecasting models.
• I has excelled on major client engagements across a wide range of industries including pharmaceuticals/research & development, healthcare, public sector, financial services, entertainment, and cable television. I has had prior career success as a financial consultant/turnaround specialist, wealth advisor, entrepreneur, and business management.
• I is an energetic, entrepreneurial, results - oriented, client-focused, solution-driven individual possessing un-paralleled skills as an analyst, strategist and operational manager. I believe I has outstanding analytical, interpersonal, organizational, communication and problem-solving skills. I has extensive experience working wif senior management and client relations.
• I possess ability to work effectively wif individuals at all levels of a Corporate Structure, the expertise in understanding the business needs in multiple areas of that organization and collaboratively designing, developing, refining, testing and implementing solutions to meet those needs.

PROFESSIONAL EXPERIENCE

Confidential, Manhattan, NY

Lead TM-1 Lead Architect

Responsibilities:

• Led a eight person team which is responsible for transforming all of AIGs’ ONEFDC Schedules for 10K and 10Q reporting to the FRB and SEC from the current system to TM-1 for reporting and transfer to SAP BPC
• Designed Currency Conversion Rules wif Attributes that key on Entity and Fiscal Filer Type to ensure Local Currency is properly converted to USD.
• Developed Timetables complete wif Milestones and specific team and individual requirements and goals to ensure the project will complete on time.
• Organized daily status calls to track where team members are on time and where they are falling behind to properly allocate resources.
• Met wif VP of Finance to discuss inefficiencies of current Cognos TM-1 reporting solutions and was asked to develop a detailed plan for a complete overhaul of current Software Platform and Planning and Forecasting Processes along wif Timeframes, Cost/Benefit Analysis
• Responsible for all detailed documentation concerning the Project. Flowcharts, Screenshots, Step by Step Instructions, Functional Business Requirements

Confidential, Groton, CT

Lead TM-1/EP Solutions Architect

Responsibilities:

• Led a three person team which upgraded Cognos v8.4 to v10.1 including migrations of all models and data on an Oracle 11g DB platform.
• Personally responsible for maintaining All of Pfizer’s’ Financial Models i.e., Hierarchies, Access Rights, FX tables, Data Loads etc. as well as weekly EPM feeds (Pfizer’s system for tracking clinical drug trials).
• Utilized SQL Queries in TOAD as well as PEOPLESOFT to load employee files for Compensation models.
• Designed and built 6 TM-1 Models in a TEST environment utilizing complex TI Processes to mitigate Rule writing so as not to degrade performance of Pfizer’s RDM and MDG Business Unit Divisional Forecast, Clinical Trial and Consolidation Models.
• Designed, updated and published Transformer/Power Play reports as well as Business Object reports.
• Met wif VP of Finance to discuss inefficiencies of current Cognos Planning and reporting solutions and was asked to development a detailed plan for a complete overhaul of current Software Platform and Planning and Forecasting Processes along wif Timeframes, Cost/Benefit Analysis
• Responsible for all Detailed documentation concerning the Project. Flowcharts, Screenshots, Step by Step Instructions, Functional Business Requirements

Confidential - Manhattan, NY

Lead EP/TM-1 Architect

Responsibilities:

• Gatheird Requirements, Designed and Built a Financial Model to Track all aspects of Mexico P & L
• Linked and Integrated the newly designed model to all of Confidential ’s existing Corporate Structure
• Built Reporting Component and integrated that as well.
• Met wif Senior Director of Finance to discuss Pain Points of current system including dramatic decreases in Worker productivity, slow response times to Stores, Vendors and Users as well as frequent System Downtime that disrupts Monthly Planning and Forecasting activities.
• Developed a detailed analysis for moving away from an Analyst 32 bit System and very specific Technology improvements IE Tableau, Cognos TM-1 Planning and Contributor Workflow to track and increase Productivity as well as Statistical Software (SPSS) to more accurately track all areas of Sales, Marketing.

Confidential, BURBANK, CA

Lead EP/TM-1 ARCHITECT

Responsibilities:

• Enhanced and redesigned existing 8.3 Forecast, AOP and Rolling forecast models, Assumptions and Global Expenses (ANR, APR), to increase efficiency, decrease maintenance and accommodate evolving user requirements as EP Architect.
• Given responsibility for the Highly guarded Studio Labor model wif the task of loading Salary Merit and Bonus data as well as increasing the efficiency of its operation
• Led a team of 3 to solve a complex FX issue wif OI that was causing APR and Passback inconsistencies
• Designed an EP fix to include Disney’s Pixar Canada in the Budget/Forecasting Expenses run to the Datamart
• Designed several P.O.C TM-1 models in a Test Environment for Disney’s move to TM-1.

Confidential

ARCHITECT

Responsibilities:

• Designed proof of concept TM-1 model to track Fidelity’s win and loss ratio and convert that to a SEC compliant report structure that dramatically increased efficiency across the entire Portfolio Management department
• Designed second proof of concept TM-1 models to track statistics on Fidelity’s Defined Benefit, contribution and 401K plans for MDX reporting.

Confidential - WATERTOWN, MA

Lead EP ARCHITECT

Responsibilities:

• Enhanced and redesigned existing 8.4 Platform, to increase efficiency, decrease maintenance and accommodate a new division recently acquired by Confidential .
• Trained administrators on the Functions and Usage of Analyst and the Contributor Admin Console
• Created detailed documentation of EP Healthcheck wif Screenshots of all needed functionalities in Analyst and the Contributor Admin Console.
• Met wif Senior Director of Finance to discuss Pain Points of current reporting System and to suggest and demonstrate enhancements that would dramatically increase worker productivity utilizing a TM-1 Platform for Reporting currently being done from the EP Analyst environment.

Confidential -NORWOOD, MA

TM-1 ARCHITECT- Cognos Express

Responsibilities:

• Designed and rebuilt General Ledger cube Architecture in Cognos TM-1 Express to better suit Gallery’s need to report on specific pieces of their data.
• Created several TI processes to update hierarchy and load monthly GL data
• Created Reports and trained Accounting Manager to create views for use in Active Forms and TM-1 Web

Confidential, WESTFIELD, MA

TM-1 ARCHITECT - C

Responsibilities:

• Designed General Ledger cube Architecture in Cognos TM-1 Express
• Created several TI processes to update an evolving multi-hierarchical chart of Accounts in the GL cube as well as to load monthly GL data.
• Created complex spreading formulas in order for Mestek to accurately budget and Forecast Bad Debt Expense, Product Liability, Salaries and Overtime etc. across Mesteks’ many business divisions.
• Met wif CFO to discuss integrating SPSS Statistical Software in order to more accurately predict the lifecycle of Mesteks’ manufacturing equipment, customer ordering cycles etc..

Confidential - HOUSTON, TX

Lead EP ARCHITECT

Responsibilities:

• Enhanced and redesigned existing 8.4 Platform, to increase efficiency, decrease maintenance and accommodate evolving user requirements.
• Trained administrators on the Functions and Usage of Analyst and the Contributor Admin Console
• Created detailed documentation wif Screenshots of all needed functionalities in Analyst, Contributor, and the Contributor Admin Console.
• Met wif CFO and Senior Directors of Finance to speak and demonstrate the Future Technologies of TM-1 integrated wif SPSS statistical software to meet the needs of a rapidly growing soon to be FDA approved Vega and Aspire Nerve stimulating devices to control Seizures and Epilepsy as well as individuals wif Depression, unresponsive to conventional Drug Therapies.

Princeton, NJ

EP SUPPORT ARCHITECT

Responsibilities:

• Responsible for the installation, configuration, upgrade and implementation from Cognos BI & EP 8.4 to Cognos10.1.
• Worked wif BI specialist to install, configure and upgrade Fuel Cell Energy’s 8.4 BI and EP environments to the new Cognos 10.1 software Platform utilizing a 32bit server and Oracle Database. Unique tactics were used to upgrade the EP models because Fuel Cell’s 8.4 production Content Store had become corrupted and a Deployment and subsequent Import into the 10.1 environment using the Contributor Admin Console was not possible. Models theirfore had to be upgraded manually along wif Admin Links System Links, Macros and Access Tables etc. In addition the data was migrated from the 8.4 Production environment and populated using a combination of ETL and some text Import from the 10.1 CAC.

Confidential, BURBANK, CA

EP SUPPORT ARCHITECT

Responsibilities:

• Enhanced and redesigned existing 8.3 Forecast, AOP and Rolling forecast models, Assumptions and Global Expenses (ANR, APR), to increase efficiency, decrease maintenance and accommodate evolving user requirements as EP Architect.
• It evolved into a Project Management role where I was responsible for a team of 4 that Monitored, Repaired, and Supported Models integrated wif 35 ETL’s and multiple Admin Link and Publish Macros running on compressed 90 minute schedules creating many interdependencies.
• Implemented an extensive migration of data from SAP, the WDSHE Data mart, several ancillary databases in Europe and Asia to the Cognos models.
• Lead a team of 10 Tech Support Analysts in the Regression Testing for Cognos EP Hot site fix 8.3.85.18-0 where I tested and resolved intricate user issues wif loss of data during reconciliation. I received many words of commendation from both the Lead Project Manager from IBM to the Director of IT at Disney for diagnosing and repairing corrupted links.
• Designed a P.O.C TM-1 model in a Test Environment for Disney’s future move to TM-1.

Confidential . - ANNAPOLIS, MD

SENIOR COGNOS TM-1 CONSULTANT

Responsibilities:

• Used my expertise in EP training in TM-1 to do an EP to TM-1 Conversion of Revenue/Expense Budget/Forecast models as well as Compensation model.
• Analyzed existing models, environments, and requirements by gathering data from multiples professional levels from the CFO to end users.
• Collaborated in the design of a Proof of Concept model as well as building the models utilized in Rollout to end users.
• Trained and supported the Finance Team as well as created documentation for all model maintenance processes and Data Loads of Actuals.

Confidential - ANCHORAGE, AK

SENIOR COGNOS EP CONSULTANT

Responsibilities:

• Installed and Configured New Cognos 8.4 EP Software, including LDAP Security in an Oracle Environment.
• Analyzed existing Excel spreadsheets, environments and performed requirements gathering from CFO and Director of Finance.
• Utilized previous Project Management experience to lead a 4 person team that Collaborated in the design and Build of a Proof of Concept model that was completed a week ahead of deadline set.
• Designed and built from existing Excel Spreadsheets, a Cash Flow Analysis model to track Government Defense Contract Revenue on a weekly basis to determine short term borrowing needs.
• Architected a Solution as well as Lead the building of the Production models utilized in Rollout to Finance Department meeting all milestones set forth at the beginning of the Project
• Trained and Supported Finance Team as well as created documentation for all model maintenance processes and Data Loads of Government contract revenue.

Confidential - DANBURY, CT.

SENIOR COGNOS EP CONSULTANT

Responsibilities:

• Enhanced and redesigned existing 8.3 Forecast model as well as BI Framework Manager Packages to increase efficiency, decrease maintenance, and accommodate evolving user requirements as an EP Architect.
• Trained and supported the Finance Team as well as created Documentation for all model maintenance processes and publish schedules for Framework Manager.
• Suggested future design changes and Software acquisition planning to accommodate growing areas of business.

Confidential

SENIOR COGNOS EP CONSULTANT

Responsibilities:

• Lead a 2 person team that managed a conversion from Oracle to SAP in a Cognos 7.3 Analyst only environment.
• Rebuilt Compensation and Forecasting models as well as redesigned a mapping cube to link the old accounts in Oracle to the new account in SAP.
• Trained Users in new functionalities
• This was accomplished in conjunction wif Confidential .

Confidential - BOSTON, MA

SENIOR COGNOS EP CONSULTANT

Responsibilities:

• In a Cognos 7.3 environment given responsibility to designed and built in Analyst, a 2009 rolling forecast model along wif the construction of several Administration Links to migrate data.
• Performed the data migration and conducted user training on the functionalities of the new process.
• Created User Rights Roles as well as created documentation and flowcharts of all the models in Visio using Access Manager.

Confidential - NAPERVILLE, IL

SENIOR COGNOS EP CONSULTANT

Responsibilities:

• Finalized changes to a newly created Compensation and Forecasting model in a Cognos 8.3 environment.
• Built and/or redesigned Access tables in Contributor for the new models and created user rights in Access Manger.
• Loaded data, conducted user training, and created Flowchart documentation of all the models in Visio as well as Conducted UAT.

Confidential - ALEXANDRIA, VA

LEAD COGNOS EP ARCHITECT

Responsibilities:

• Upgraded and converted models from Cognos 8.2 to 8.3. These Models included: Compensation, Human Resources, Forecasting, Capital Expenditures, Metrics, and President’s Budget.
• Designated as Project Manager and successfully managed the redesign as Lead Cognos Architect of all seven models wifin a highly compressed three month time frame, hitting all milestones set forth at the start of the Project.
• Conducted an in-depth analysis and re-design of each model, and tan managed a 10 person team through all phases from business intelligence, to logistics, to user training.
• Utilized PEOPLESOFT to load HR files for Compensation models.
• Created User Rights Roles, documentation and flowcharts of all the models in Visio and Access Manager
• Trained all 25 users on the functionalities of the new platform and the Administrators on the running of the Admin Link and Publish schedules.

Confidential - WARWICK, RI

SENIOR COGNOS EP CONSULTANT

Responsibilities:

• Repaired and redesigned to increase efficiency of the Written Exposure model built in an 8.1Cognos environment. - This involved removing and/or combining 25 D-links in Analyst.
• Located and repaired an elusive circular reference located in one of the Calculations of a D-list that was plaguing the model and its users for several months.
• Improved the efficiency of Contributor input calculation times from twenty plus minutes to just less than two minutes, receiving praise by management for achieving this huge impact in a two month time frame.
• Created documentation and flowcharts of all the models in Visio-Conducted User Training.

Confidential

COGNOS EP CONSULTANT

Responsibilities:

• Part of a three person team which implemented a Cognos 7.2 to 7.3 migrations of all models and data.
• Singled out to redesign Activity-based, Consolidated and Compensation Models.
• Personally responsible for maintaining Capital Expenditure Model and performed weekly EPM feeds
• Utilized SQL Queries in TOAD as well as PEOPLESOFT to load employee files for compensation models.
• Designed, updated and published Power Play reports as well as some business object reports.
• Created documentation and flowcharts of all the models in Visio, and User Rights Trees in Access Manager.

Confidential - SILVER SPRING, MD

COGNOS EP CONSULTANT

Responsibilities:

• Redesigned the Forecast model and associated D-Links and Administrative links in a Cognos 7.3 environment, as my first Cognos assignment.
• Loaded data into US Net Operations Model via ODBC and Import Tables to initiate their year-end budget cycle.