Financial Systems Leader Resume
Chicago, IL
PROFILE:
- Dynamic financial systems professional with 20+ years experience in financial systems, accounting, finance, public accounting, internal auditing, and IT.
- Extensive leadership experience with all major financial applications including Ledger, Receivables, Payables, Consolidations, Planning/Budgeting, Asset Management, Projects, Billing, and Business Intelligence/Reporting.
- Experienced in implementing/customizing/managing financial systems.
- Diverse industry experience includes Manufacturing, Insurance, Banking, Investment Management, and Pharmaceuticals.
- Extensive background working with both Finance and IT.
SPECIALTIES:
Systems Analysis and Project Management: Project Management, Staff Supervision
Applications: Ledger, Receivables, Payables, Consolidations, Planning/Budgeting, BI/Reporting
BI Tools: BM Planning Analytics - PAX/PAW, Business Objects-WEBI Reports/AO, Essbase
ETL tools: Informatica
Platforms: Mainframe, Client/Server, Saas, Cloud SQL queries and programming
Support systems: Remedy, Test Director, Quality Center/ALM, JIRA, Service Now, Sharepoint
Microsoft Office tools: Word, Excel, Access, Powerpoint, Visio
WORK HISTORY:
Confidential, Chicago, IL
Financial Systems Leader
Responsibilities:
- Implemented comprehensive Confidential Planning Analytics applications for global client’s yearly and long range planning processes incorporating Business Objects Webi reporting and AO along with PAX and PAW user analysis
- Implemented multiple Confidential TM1 applications for diverse business groups including Operations, Corporate Financial Planning & Analysis, Entity Planning, and Human Resources
- Implemented Hyperion Essbase applications and related ETL processes to work with the corporate SAP ledger and HFM consolidation application
- Revised investment fee reporting via ETL processes to enhance billing transactional data, adding new analytical processes to identify potential errors, and combining and comparing fees with related asset market values
- Automated the recording of mutual fund fees and market values based on custodian data received via FTP into a intranet portal and analyzed / processed via new ETL logic
- Created multiple Sharepoint sites to replace existing business collaboration sites and portals
- Updated Microsoft Access applications to streamline fee reporting
- Accelerated the corporate financial close from 8 days to 3 days via process re-engineering and assorted technical improvements
- Implemented the company’s Accounts Receivable application for multiple international offices - London, Luxembourg, Australia/New Zealand and Canada
Confidential, San Jose, CA
Implementation Project Manager
Responsibilities:
- Led implementations of Confidential applications including Financials - Ledger, Receivables, Payables; Supply Chain - Inventory Control, Purchasing, and Order Entry
- Managed each customer’s implementation including documenting business and functional requirements, creating/tracking project plans, determining budget/resource requirements, supervising customer and Confidential project staffs, creating materials and users
- Provided post-implementation support and consultation to customers
Confidential, Denver, CO
Project Manager / Lead Business Consultant
Responsibilities:
- Managed projects to create, customize, upgrade and support client/server financial systems - Ledger, Receivables, Payables, Projects and Reporting. Vendors included Geac SmartStream and Oracle 11i
- Developed reports via Business Objects along with specially requested queries via SQL and Access
- Performed all aspects of Project Management including -
- Managing/mentoring project staffs - business users, IT personnel, 3rd party consultants
- Creating/monitoring project plans and providing progress reports to sponsors
- Monitoring project scope
- Initiating change control
- Identifying and resolving issues
- Performed all aspects of Systems Analysis including -
- Determining/documenting business requirements and processes
- Acting as the liaison between the business and IT
- Leading JAD sessions / Creating use case analyses
- Performing Gap Analyses
- Creating/executing test scripts
- Creating/performing user
- Recommending/implementing/customizing workflow
Confidential, Chicago, IL
Project Manager
Responsibilities:
- Project Manager / Business Analyst for multiple client projects relating to mainframe financial systems
