SUMMARY:

• HFM, Planning (EPBS), FDM, Financial Reports (FRS), Smart Views, Workforce, Microsoft BI.

WORK EXPERIENCE:

FP&A Lead (Hybrid position - Finance and IT)

Confidential, Houston, TX

Responsibilities:

• Partnered with Oracle to complete Hyperion Planning (EPM) implementation.
• Assisted with the application design / development and managed Hyperion applications and FP&A team.
• Collaborated with PeopleSoft team to Integrate GL system to Hyperion Planning application.
• Supported compliance team with the application, security, financial reports, data integrity between ERP and Hyperion.
• Designed financial reports including Revenue Drivers, P&L, Balance Sheet, Product and Trend analysis for Sr. management and board of directors using SmartView and complex formulas.
• Designed complex statistical reports using Hyperion Financial Studio (FRS).
• Identified priorities and business requirements and implemented the procedure to improve the process.
• Performed Hyperion Planning administration tasks and completed the financial closing.
• Developed and enhanced financial forecasting and budgeting models and, as needed, cost benefit and scenario planning models.
• Executed financial reporting and presentations related to the annual financial operating plan, quarterly forecasting, and the standard monthly financial process.
• Prepared executive summaries, reports and presentation decks utilized by the Business Unit leaders to convey performance, state of the business and other information.

INDEPENDENT CONSULTANT

Confidential - Parsippany, NJ

Responsibilities:

• Partnered with financial controllers and Oracle to implement Hyperion Planning and upgrade HFM applications.
• Managed and administered Hyperion Planning, HFM, FDM, Financial Reporting Studio (FRS), Smartview.
• Completed the data integration project between EBS, PeopleSoft to Hyperion HFM, Hyperion Planning using FDM mapping.
• Managed monthly consolidation process and consulting team.
• Managed the overall financial planning and analysis function, including gathering, consolidating, analyzing, reviewing and questioning of information.
• Lead consolidation and summarization of quarterly financial reporting and forecasting initiatives for each of the LOBs.
• Executed financial reporting and presentations related to the annual financial operating plan, quarterly forecasting, and the standard monthly financial process.
• Developed and enhanced financial forecasting and budgeting models and, as needed, cost benefit and scenario planning models.
• Reviewed and analyzes financial data and communicated results to business unit leaders.
• Supported business development strategies by providing margin analysis, pricing models, forecasting, capacity and post mortem analysis to determine profitable business.
• Prepared executive summaries, reports and presentation decks utilized by the Business Unit leaders to convey performance, state of the business and other information.
• Partnered with business unit operational departments to build financial models that provided insight to assist leadership in making key business decisions in areas such as operational efficiencies, network optimization etc.
• Designed complex statistical reports / Drivers using SmartVew functionality.
• Executed financial reporting and presentations related to the annual financial operating plan, quarterly forecasting, and the standard monthly financial process.
• Completed integration project between Oracle EBS and PeopleSoft to Hyperion applications.
• Deeply involved with various financial / IT projects and managed the project using Scrum methodology.
• Provide the Hyperion application support.

Confidential, Houston, TX

Financial Manager

Responsibilities:

• Managed team responsible for global applications including financial consolidations (HFM), planning, and reporting. Accountable for round-the-clock support of applications, including enhancements and functionality development.
• Prepared and distributed timely and insightful financial analysis of pertinent information to measure progress against strategic plan, budget and forecast.
• Actively interpreted and reviewed financial results with business managers, including trends, issues and opportunities to drive actionable results. Developed both short and long term (3 Yr.) financial plans including coordinating those efforts across multiple business partners.
• Participated in process reviews, business process analyses and internal control testing; ensuring compliance with Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley Act (SOX), and other regulatory requirements within the assigned function(s).
• Administered HFM/Planning/FDM application, performed all administration function and managed the applications.
• Prepared complex financial statements and presentation including P&L, Balance Sheet, Cash Flow, Revenue Drivers, Trend and Variance analysis.

Confidential, Houston, TX

Financial Manager / FP&A (Major layoffs due to financial crisis)

Responsibilities:

• Prepared complex financial statements and presentations including P&L, Balance Sheet, Revenue Drivers, Trend and variance analysis for various divisions and worldwide.
• Prepared and distributed financial analysis to measure progress against strategic forecasting, planning, and budgeting. Prepared complex financial statements and presentations including P&L, Balance Sheet, Revenue Drivers, Trend and variance analysis for various divisions and worldwide.
• Interpreted and reviewed financial results, trends, issues, and opportunities to drive actionable results.
• Established performance metrics and developed reporting processes for multiple divisions.
• Responsible for monthly closing and consolidation.
• Responsible for budget, projection, forecast and rolling forecast.
• Programmed complex statistical models for Marketing reports, ad hoc reports and prepared Board of Directors reports.

Confidential, Houston, TX

Hyperion Essbase / Finance analyst (Company Relocation)

Responsibilities:

• Successfully, participated during Hyperion Essbase implementation and perform all activities related to SDLC including communicating, documenting, project planning, application designing, developing, testing, acceptance and . All mentioned implementation were joint effort between internal, external application development team and finance team.
• Coordinated and implemented monthly maintenance on Hyperion Essbase application.
• Assisted users during the closing cycle with data loads through FDM and reconciliation back to the various ledger systems including SAP.
• Helped create and maintain standard reporting templates.
• Added and modified user security and security filters.
• Created/updated user documentation and provided to users as needed.
• Worked with user groups to design and create new Essbase applications to fulfill various reporting needs.

Confidential, Houston, TX

Hyperion Enterprise, TM1 and HFM Analyst/Sr. Financial Analyst

Responsibilities:

• Successfully, participated during Hyperion HFM implementation and perform all activities related to SDLC including communicating, documenting, project planning, application designing, developing, testing, acceptance and . All mentioned implementation were joint effort between internal, external application development team and finance team.
• Administered the HFM application.
• Support the testing efforts and validates data against host systems during implementation.
• Works directly with the IT technical administrator to design, develop, test and implement various processes and coordinate/provide user within USA and Internationally.
• Acts as point of contact for users, troubleshooting and process improvement for existing reports and/or planning applications.
• Collected and analyzed the business requirements from Confidential .
• Prepared the documents and project plan for the HFM implementation.
• Designed the HFM application.
• Maintained the Upstream application and ERP mappings.
• Demonstrated the HFM application and provided the UAT.
• Modified the application based on the testing results.
• Migrated applications in various environments.
• Provided HFM/Upstream .
• Converted all Excel reports to System reports.