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Financial Systems Manager Resume

Chicago, IllinoiS


  • ERP Implementation IT Network Management Software - Workday, PeopleSoft, SAP, Hyperion, Costpoint
  • Accounting Management Financial Controls Financial Analysis Cost Accounting Cash Management Forecasting
  • Budgeting Strategic Planning Financial Reporting Inventory Procurement Human Resources Benefits Management Payroll



Financial Systems Manager


  • Functional lead (PM) for converting all internal financial processes and reporting from PeopleSoft to Workday. Document current business process flows for Finance and other impacted departments Gather requirements, write functional and technical specifications and communicate technical requirements. Research Workday functionality and configuration required to meet business requirements.
  • Facilitate design and configuration meetings with Workday consultants (Workday and KPMG) and functional staff using principles f Agile methodology, Identify and implement integrations from outside financial sources, suppliers, and internal software packages.
  • Write test scenarios for functional processes and integrations. Participate in 3 rounds of end-to-end as well as user acceptance testing. Coordinate financial implementation with HR and payroll functions. Participated in Payroll/HCM design and configuration meetings to coordinate FDM structure in those areas.
  • Develop change management strategies through participation in steering committee, project team, core user team, and staff meetings. Provided post-go-live support for all functional users for 6 month period. Included trouble-shooting configuration and . Trained facilitator in the principles of Interest-Based Problem Solving (IBPS).

Confidential - Chicago, Illinois

Director of Administration and Financial Operations


  • Implemented Hyperion budget and forecasting. Trained budget managers in Hyperion requirements and use. PeopleSoft general ledger and finance, and
  • Banner Student Information System software Established budget process and developed 2011 budget that included expense guidance based on prior 12 months of actuals and revenue based on budgeted enrollments. Developed food cost model to predict cost and revenue for 2011 budget.

Confidential, Chicago, Illinois

Chief Financial Officer / Controller

  • Direct all strategic and day-to-day financial operations, financial reporting, and IT operations including forecasting, budgeting, cash management, financial analysis, reporting, cost accounting, inventory, purchasing, accounts payable, and accounts receivable. Manage a networked IT system that includes a custom, full-featured ERP, 25 administrative workstations, and 20 manufacturing terminals.
  • Implemented a custom, integrated manufacturing software package that included shop-station labor reporting for payroll and job costing and automated rollups from employee to report. Developed bills of material and routings for manufacturing.
  • Led the introduction of a Windows network and file sharing across divisions, enabling file sharing and collaborative reporting by finance team members.
  • Implemented financial controls and GAAP for shipping & receiving, purchasing, AR/AP, and cash. Provided same-day profitability analysis of monthly financial performance by customer, product, and sales person. Included historical comparisons and forecasting of future trends.
  • Improved daily and monthly financial reporting using snapshot daily reports to capture current order and revenue positionsmonthly cash flow reports, and gross profit analysis. Automated cost-accounting procedures reducing time-to-price new product from two days to 30 minutes by developing and using costing templates.
  • Instituted labor and raw materials cost standards and established accurate overhead rates for burden that balance to the financial statements and update quarterly and annually.

Financial Consultant


  • IT Consultant. Managed the implementation of the GL, AP/AR, and Payroll modules of Deltek/Costpoint software for an engineering firm. Developed implementation strategies and recommended business process changes, wrote documentation and materials, and trained staff in new processes. 8 month project.
  • Interim Controller / Financial Consultant, B-Way, Inc., Atlanta, Georgia. The firm is a holding company that acquired and was consolidating the operations and finances of 13 can-manufacturing plants nationwide. Managed accounting and financial consolidation at the plant level. Prepared multiple and extensive account analyses, cost accounting, and evaluations of interplant transfers of materials. Implemented standardized installations of PeopleSoft, Crystal, and SAP, SAP-based inventory control systems.

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