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Financial Systems Leader Resume

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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

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