SUMMARY

• Accomplished Financial/Information Technology Consultant - Executive, seeking further challenge
• and opportunity for advancement in teh Finance Arena.
• I have 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 am highly proficient in all aspects of Short and long term technical stock trading. Wifin teh last ten years, I transitioned my career from financial accounting to Cognos design and implementation of complex multidimensional Planning and Forecasting models.
• I have 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 have had prior career success as a financial consultant/turnaround specialist, wealth advisor, entrepreneur, and business management.
• I am an energetic, entrepreneurial, results-oriented, client-focused, solution-driven individual possessing un-paralleled skills as an analyst, strategist and operational manager. I believe I have outstanding analytical, interpersonal, organizational, communication and problem-solving skills.
• I have extensive experience working wif senior management and client relations. I possess ability to work TEMPeffectively wif individuals at all levels of a Corporate Structure, teh expertise in understanding teh 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 teh FRB and SEC from teh 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 teh 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 teh Project. Flowcharts, Screenshots, Step by Step Instructions, Functional Business Requirements

Confidential, Groton, CTnt

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 Confidential ’s’ Financial Models i.e., Hierarchies, Access Rights, FX tables, Data Loads etc. as well as weekly EPM feeds ( Confidential ’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 Confidential ’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 teh 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 teh 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 teh Highly guarded Studio Labor model wif teh task of loading Salary Merit and Bonus data as well as increasing teh 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 teh Budget/Forecasting Expenses run to teh Datamart
• Designed several P.O.C TM-1 models in a Test Environment for Disney’s move to TM-1.

Confidential

TM-1 ARCHITECT - COGNOS TM-1 V10.1

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 teh 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 teh Functions and Usage of Analyst and teh Contributor Admin Console
• Created detailed documentation of EP Healthcheck wif Screenshots of all needed functionalities in Analyst and teh 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 teh 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 - Cognos Express

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 teh 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 teh 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 teh Functions and Usage of Analyst and teh Contributor Admin Console
• Created detailed documentation wif Screenshots of all needed functionalities in Analyst, Contributor, and teh Contributor Admin Console.
• Met wif CFO and Senior Directors of Finance to speak and demonstrate teh Future Technologies of TM-1 integrated wif SPSS statistical software to meet teh 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.

Confidential - DANBURY, CT

EP SUPPORT ARCHITECT

Responsibilities:

• Responsible for teh 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 teh new Cognos 10.1 software Platform utilizing a 32bit server and Oracle Database. Unique tactics were used to upgrade teh EP models because Fuel Cell’s 8.4 production Content Store had become corrupted and a Deployment and subsequent Import into teh 10.1 environment using teh 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 teh data was migrated from teh 8.4 Production environment and populated using a combination of ETL and some text Import from teh 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, teh WDSHE Data mart, several ancillary databases in Europe and Asia to teh Cognos models.
• Lead a team of 10 Tech Support Analysts in teh 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 teh Lead Project Manager from IBM to teh 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 teh CFO to end users.
• Collaborated in teh design of a Proof of Concept model as well as building teh models utilized in Rollout to end users.
• Trained and supported teh 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 teh 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 teh building of teh Production models utilized in Rollout to Finance Department meeting all milestones set forth at teh beginning of teh 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 teh 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.

Crosswicks, NJ

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 teh old accounts in Oracle to teh 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 teh construction of several Administration Links to migrate data.
• Performed teh data migration and conducted user training on teh functionalities of teh new process.
• Created User Rights Roles as well as created documentation and flowcharts of all teh 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 teh new models and created user rights in Access Manger.
• Loaded data, conducted user training, and created Flowchart documentation of all teh 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 teh redesign as Lead Cognos Architect of all seven models wifin a highly compressed three month time frame, hitting all milestones set forth at teh start of teh 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 teh models in Visio and Access Manager
• Trained all 25 users on teh functionalities of teh new platform and teh Administrators on teh running of teh Admin Link and Publish schedules.

Confidential - WARWICK, RI

SENIOR COGNOS EP CONSULTANT

Responsibilities:

• Repaired and redesigned to increase efficiency of teh 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 teh Calculations of a D-list that was plaguing teh model and its users for several months.
• Improved teh 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 teh 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 teh models in Visio, and User Rights Trees in Access Manager.