CAREER GOAL / OBJECTIVE:

:To secure a consulting, contracting, or full - time position as a Financial Manager, Financial Business Systems Analyst, Supply Chain Business Analyst, Financial Business Analyst; where I can leverage my extensive knowledge in leading and managing, Program and Portfolio Level Business Endeavors, Financial Reporting, Functional Projects, Capital and Expense Budget Projects. This would allow me to exhibit my leadership background and relationships in Process Engineering, Project Management, Supply Chain Management, and other enterprise level areas using General Accounting(GL), Finance, Hyperion Planning(HPCM), SAP/HANA BPC, Oracle, and other enterprise level areas to generate project financial insights and help businesses and clients successfully develop and execute project strategies Confidential all levels.

PROFESSIONAL SUMMARY::

Confidential is an industry professional with a vast amount of experience in Portfolio / Project Level Business Analysis Management and oversight in areas of Banking Domains, Corporate Financials, Capital Projects/Budgets, Supply Chain, Vendor Management, Contract Management, Engineering Economics (Finance), Mathematical Modeling, Cost Benefit Analysis (ROI), Risk Management and Quality Systems. He has worked extensively leading and managing teams, utilizing SOX Compliance, Six Sigma / Lean Methodology, Asset Liability Management (ALM), and Enterprise Quality Systems. Confidential ’s personal traits are embedded from the pillars of professional integrity and timeliness.

EXPERTISE AREA:

Financial Business Analyst | Financial Business Systems Analyst |Lead /Sr. Financial Analyst | SOX Audit | Agile / Scrum Team Member | Portfolio Level Financial Reporting Analyst | Capital Projects Team Lead | Project Manager | Planning Engineer | Process / Quality Manager | Process Consultant | Accounting | Supply Chain Business Analyst| Asset Liability Manager

PROFESSIONAL EXPERIENCE:

FINANCIAL BUSINESS INTELLIGENCE SYSTEMS ANALYST CONSULTANT

Confidential - ARLINGTON, TX

Responsibilities:

• Responsible for supervising the planning, coordination, and delivery of functional and technical components of solutions using SAP Business Planning and Consolidation (BPC), Hyperion Planning(HPCM) over the financial and accounting functions of 300+ million-dollar organization which included documenting complex financial analysis of IT Project Costing and Business process flows.
• Directly responsible (SME) for various financial analyses models acting as a liaison between IT Services, and IT Business Intelligence teams implementing SQL, Excel, PowerPoint, SharePoint, Access, SAP (BPC) Business Planning & Consolidation, Oracle EDW, Hyperion Planning(HPCM) and other technology solutions driving changes withaccuracy in expense, capacity, commission, SOX controls, HR Drivers, and Business analysis reporting.
• Provide functional and technical integration knowledge of SAP Business Planning and Consolidation (BPC), Oracle, EPM BI reporting tools, Hyperion Planning(HPCM) and functional accounting/finance processes (reports, input schedules, script logic, allocations, and distributions, trending, and forecast models). Assist as needed on issue escalations, automation, and improvement of several manual processes and best practices.
• Main facilitator of analysis and interpretation of financial, monthly Op-Ex process including analyzing expense performance, identifying variance drivers, providing variance explanations, and submitting updated expense forecasts using SQL, Excel, PowerPoint, SharePoint, Access, SAP (BPC) Business Planning & Consolidation, Oracle, Hyperion Planning(HPCM) and other technology solutions to develop accuracy in Cost/Accounting structure to achieve the organization's financial objectives. As well as increase transparency in corporate governance and financial reporting
• Consult with all levels of the organization on advising business partners on leading practices within the business planning cycles, including strategic, financial and operational and budget planning with strong accounting/finance skills
• Implement GAAP/SEC/SOX and other related accounting and finance regulatory standards, policies, and procedures (Form 10-K, Form 8-K,Form 10-Q) to prepare reporting for full life cycle of an Enterprise Performance Management (EPM) implementation from project starting with the initial design of the performance management framework to the implementation of the supporting technology.
• Lead, Design, build, test Applications on the SAP BPC platform standard and/or embedded version, by defined requirement by industry and Line of Business experts.
• Train team members on applications, identify and develop new requirements, enhancements and lead deployment
• Responsible for develop business requirements documentation, process workflow diagrams, functional specifications, user acceptance test scripts and other supporting documentation for BI initiatives.
• Perform special projects and other related ad-hoc task as assigned/required and serve as primary contact for IT Finance for all questions project implementation.
• Directly responsible for Collaboration and Partnership and maintaining productive working relationship with various cross-functional areas and business partners.

FINANCIAL PLANNING AND BUSINESS SYSTEMS CONSULTANT/ CONSOLIDATION

Confidential - Dallas, TX

Responsibilities:

• Responsible for supervising the planning, coordination, and forecasting of the overall financial and revenue accounting functions of 300+ million-dollar organization which included documenting complex financial analysis of Sales Bookings and Business process flows.
• Directly responsible (SME) for various financial analyses models implementing HPCM, Business Objects, EPM Plugin, SAP/HANA BPC, Hyperion (Essbase), Salesforce, Anaplan, OBIEE, Tableau, and Qlikview solutions driving changes withaccuracy in expense, capacity, commission, SOX controls, HR Drivers, and Go-To-Market analysis reporting.
• Provide Revenue and Bookings Financial Advisory services to clients such as Sales Compensation and payment modeling under SOX controls. Assist as needed on issue escalations, automation, and improvement of several manual processes and best practices.
• Main facilitator of analysis and interpretation of financial, monthly Op-Ex process including analyzing expense performance, identifying variance drivers, providing variance explanations, and submitting updated expense forecasts using HPCM, Business Objects, EPM Plugin, Saleforce, SAP/HANA BPC, Hyperion (Essbase), Salesforce, Anaplan, OBIEE, Tableau, Qlikview, Pivots and other financial consolidation methodologies to develop accuracy in Cost/Revenue/Accounting structure to achieve the organization's financial objectives. As well as increase transparency in corporate governance and financial reporting
• Manage annual planning process, building out the expense and headcount plan which includes developing a suite of reporting and financial planning tools, to support business objectives and drive monthly financial results.
• Implement GAAP/SEC/SOX and other related accounting and finance regulatory standards, policies, and procedures (Form 10-K, Form 8-K,Form 10-Q) to prepare reporting for IPO while assisting with monthly commission accrual process to ensure commission expense is accurately reflected in P&L.
• Lead special projects utilizing finance expertise and systems to allow for greater efficiency while developing client Capital / Expense budget analysis and Track, Analyze, Gather, Interpret, and Evaluate financial data, while monitoring the System Integration of Financial systems working with other manager using HPCM, Business Objects, EPM Plugin, Saleforce, SAP/HANA BPC, Hyperion (Essbase), Salesforce, Anaplan, OBIEE, Tableau, Qlikview and other business reporting tools.
• Responsible for driving change in budget models and preparing supporting portfolio level analysis with customized forms and standardized models for consolidated reporting with C-Suite Leadership Team while managing financial performance including cost and revenue administration.
• Directly responsible for Portfolio Level Financial Support and Reporting for Confidential Sales within North America Sales & South America Sales, Small Business, Inside Sales, and Managed Services Partners.

SENIOR FINANCIAL BUSINESS ANALYST

Confidential - Dallas, TX

Responsibilities:

• Responsible for supervising teams over planning, coordinating, and controlling the overall financial and public accounting functions of 48+ million-dollar organization which included documenting complex financial analysis of CAPEX (Capital Expenditures) projects.
• Directly responsible for various financial analyses models or contract support (SME) using HPCM, Business Objects, EPM Plugin, Saleforce, SAP/HANA BPC, Hyperion (Essbase), Anaplan, OBIEE, Tableau, and Qlikview on projects, cost structure or revenue enhancement opportunities, bookkeeping, and legal negotiation process related recommendations such as headcount (HR), Contract Life Cycle, productivity, financial reports, iterative financial forecasting, and comparative industry analyses.
• Provide Banking Financial advisory services to clients such as Real Estate Lease agreements, Venture Capitalist Business loans, eTrading, Credit Card Transactions, Certificates of Deposit (Fixed/Recurring) and Remitting money (Checking accounts/Equity Funds/Investments).
• Main facilitator of analysis and interpretation of financial, ad-hoc and other data, while developing recommendations to achieve the organization's financial objectives. Facilitate the analysis and interpretation of financial, ad-hoc and other data, using SAP/HANA Financial Systems, Pivots and other financial consolidation tools to develop recommendations to achieve the organization's financial objectives.
• Negotiate and set standard costs based on foreign purchase price & domestic add-on requirement in SAP/HANA/ERP financial systems and CLM applications for Labor Rates, Annuity, Property-Level Accounting and Contracting Services.
• Implement GAAP/SEC/SOX and other related accounting and finance regulatory standards, policies, and procedures (Form 10-K, Form 8-K,Form 10-Q) to prepare account analysis & reconciliation for key balance sheet accounts including inventory, prepaid assets & liabilities.
• Improve Corporate responsibility, disclosure, and assessment management utilizing SOX Audit functions for internal controls focused on Access, Security, Change Management, and Backup Procedures
• Developing client Capital / Expense budget analysis and Track, Analyze, Gather, Interpret, and Evaluate financial data, while supervising the Finance/Trading/Investments/Treasury work of other manager using HPCM, Business Objects, EPM Plugin, Saleforce, SAP/HANA BPC, Hyperion (Essbase), Anaplan, OBIEE, Tableau, and Qlikview, PeopleSoft, Alteryx and other business reporting tools.
• Prepare and assist in the preparation of internal / external (Big 4) audit report to support the quarterly and annual sign-off processes associated with internal control testing requirements.
• Conduct regular financial reviews with management examining actual results (UAT Testing) compared to budgets/forecasts, target analysis and forward-looking opportunities/risks analysis using HPCM, Business Objects, EPM Plugin, SAP/HANA BPC, Hyperion (Essbase), Salesforce, Anaplan, OBIEE, Qlikview, and Tableau.
• Leveraging strategic financial recommendations, business opportunities, investments, financial regulations, and partner on decision-making issues affecting the organization while performing complex data modeling and financial analysis.
• Responsible for building budget models and preparing supporting portfolio level analysis such as Scorecard Reporting with C-Suite Leadership Team while managing financial performance including cost or budget administration.

HEALTHCARE SYSTEMS & PROCESS CONSULTANT

Confidential, Dallas, TX

Responsibilities:

• Managed Systems Engineering and Integration of processes to improve revenue, customer satisfaction and/or decrease costs structure in Hospital-acquired conditions (CAUTI) to patient safety with costs savings estimated to be $50 million.
• Evaluated customer (patient and referral) critical areas for accuracy and recognize conditions through Electronic Records and Implement solutions.
• Oversaw the relationship and support cross-functional transaction calibrations; identified areas of ambiguity and work with cross-functional teams to develop translation and interpretation guidelines to maintain repeatability and reproducibility among all evaluators.
• Partnered with customer complaint owners and internal support department (i.e. Business Solutions) to identify and implement process improvements to the EMR tools, workflow, resolution cycle, reporting, etc. that improves efficiency in resolution, compliance to contractual guidelines, and patient satisfaction or safety.
• Defined the business approach, governance, information management process, and performance improvements
• Identified concerns/ interests of impacted stakeholder, shareholders, and vendors and planned engagement analysis approach.

PROCESS CONSULTANT

Confidential, Arlington, TX

Responsibilities:

• Researched, designed, developed, and implemented processes using RFID Technologies to enhance performance, lower cost, and improve quality in engineering, logistics, healthcare, and inventory control. International Research in Queretaro Mexico.
• Researched, designed, developed, and implemented engineering solutions in the area of healthcare pharmaceutical research within the “under, over, and wrongful use of drugs “utilizing RFID Technologies (IOT).
• Oversaw relationships and supported the establishment of a $250,000 automation research facility for industry and academic research projects within the University.
• Researched, designed, developed, and implemented Engineering solutions in Queretaro, Mexico, focused on Cost Benefits Analysis and an increasing of plants OEE using RFID (IOT).

FINANCIAL BUSINESS ANALYST

Confidential, Bedford, TX

Responsibilities:

• Supervised teams responsible for the daily cash position reporting as well as supplemental bank activity reporting and credit card transactional reporting for the Accounting team.
• Managed day to day activities in treasury functions to meet the financial obligations of the company while coordinating new client contracts.
• Developed and provided the execution of forecast and associated variance analysis while analyzing financial information to meet management reporting requirements.
• Collaborated with Accounts, operations management, other members of the Finance team, and corporate departments to service treasury needs using Business Objects, SAP/HANA, Oracle, and BI Tools.
• Provided timely and accurate analysis, recommendations and decision support to management and cross functional teams.
• Managed problem-solving activities and provided recommendations to strategically enhance financial performance and business opportunities.