SUMMARY

• Confidential, a financial and procurement Oracle applications consultant with a wealth of experience, focuses on the full life cycle of Oracle from solution architect to implementation.
• A licensed CPA,. Confidential provides a strong cost accounting perspective as well as managerial outlook valuable to clients and implementation teams.

PROFESSIONAL EXPERIENCE

Confidential, TX

Responsibilities:

• Implement Oracle R12 Internet Expenses (OIE) for Engine Services and Transportation client. Activities include environment analysis, requirements gathering, configuration update and changes, testing and production configuration. Workflow changes were made as well as system administration menu changes and interface updates.
• Implement Oracle R12 Internet Expenses (OIE) for Energy Services client. Activities include environment analysis, requirements gathering, configuration update and changes, testing and production configuration. Workflow changes were made as well as system administration menu changes and interface updates.
• Implement R12 IFRS and IRS asset books (FA) for energy transmission company. Other activities included adding secondary IFRS ledger (GL), transferring historical balances, configuring responsibilities and profiles. Project Costing and Project Management (PA & PJM) were also updated for budgeting, expenditure and reporting purposes.
• Re - implement Oracle R12 Internet Expenses (OIE) for Energy Services client. Activities include environment analysis, requirements gathering, configuration update and changes, testing, Project Integration and production configuration. Workflow changes were made as well as system administration menu changes, AME (Approval Management Engine) updates and interface updates working with on-shore, off-shore and Oracle On-Demand (OOD).
• Re-implement Oracle R12 Project Costing, Project Management for energy client. Activities include environment health check and recommendations, requirements gathering, configuration update and changes, testing and production configuration. Other modules reviewed and recommendations made include purchasing, payables, assets, receivables and system administration.
• Module analysis and implementation of Oracle R12 Project Costing, Project Billing and Project Management for New Zealand’s health districts. Activities including requirements gathering, gap analysis, configuration, testing to successful CRPs. Client is progressing with recommendations and implementing this planned two year project.
• Implement Procurement Contracts, Sourcing, and ISupplier for New Zealand’s health ministry. Activities including workshop and requirements gathering, gap analysis, setup, configuration, testing and training. R11.5 to R12 upgrade analyzed and tested.
• Module analysis and implementation of Oracle R12 Procurement Contracts, Sourcing, ISupplier and Supplier Lifecycle Management (SLM) for New Zealand’s health districts. Activities include requirements gathering, gap analysis to Conference Room Pilots (CRPs). Client is progressing with recommendations and implementing this planned two year project.
• R12 Proof of Concept for New Zealand’s accident compensation insurance organization. Activities including requirements gathering, gap analysis, setup, configuration, testing and training. Modules included Sourcing, PO, INV, IExpense, ISupplier, and IProcurement as well as R12 upgrade analysis and support.
• Environmental customer engagement and demonstrations for Oracle R12 Asset Lifecycle Management (ALM) including Property Management, Enterprise Asset management (EAM) and Asset Tracking.
• R12 implementation for New Zealand’s largest housing organization, implementing IDM OAM (Identity Management and Oracle Access Manager) as well as System Administration, and supporting Assets, AME, EAM, IExpense, Property Management, Projects and Procurement.

Oracle DBA

Confidential

Responsibilities:

• Implementation and support for European refinery and marketing corporation at various locations, including Germany (DE), Switzerland (CH) and United Kingdom (UK). Modules implemented included R11.5.10 P2P, ADI, AP, AR, CE, EAM, FA, FSG, GL, INV, MRC, PO, XML, Cost Management, iSupplier and iProcurement including Sysadmin and employee setups. Shared implementation and supported EAM, PA, PJM, SCM including, WIP, BOM. Implementation included regional and country specific localizations to meet German, UK and Swiss requirements. Responsibilities ranged from requirements gathering, gap analysis, data review, setups, implementation, training, and monthly support functions. iReceivables, iAssets, iExpense, Advanced Collections were also setup, analyzed. R11.5 to R12 upgrade analyzed and tested. Implementation scheduled. R12 - Training as well as upgrade analysis performed. New install analysis evaluated, setup configured and system test completed. Now, decision path being evaluated.
• Implement R11.5.10 iExpense for international oil support corporation, activities included several sites from corporate to field operations, included self-service approvals and audit controls.
• Implementation for nationwide building supplies distributor, initial modules lead included AP, AR, CE FA, and GL and then assumed PO and Inventory (INV). Activities included requirements gathering, gap analysis, unit, integration and acceptance testing (SDLs/CRPs) and training materials. Utilized BFAs and dataloads. Implemented iReceivables, iSupplier, Credit, Collections, D&B and DQM TCA in test environment, client moved go live to Phase 2.
• 11.5.10 upgrade for an international distribution corporation as well as ipayment implementation. Modules responsible included AP, AR, CE, iPayment, GL, PO/INV and System Administration. Activities included training materials, gap analysis, functionality reviews, CRPs and integration testing for APAC, EMEA and US
• Implementation and support for national satellite company. Supported R11.59 iExpense, Assets and other financial modules.
• Multi-National proof of concept R11.59 implementation for Mexico mfg organization including set up and testing of R11i AP, CE, FA, GL, INV, iProcurement and PO environment.
• Large R11i Receivables Release 11.58 implementation for governmental state unit. Customer base over 1 million with 100,000 in monthly billings and receipts. Duties ranged from solution design to setup to user training and support including numerous interfaces to and from Oracle.
• Financials and Procurement lead for a Financials and Manufacturing upgrade from R10.7 to R11i at a Gas utility local distribution carrier. Oracle modules responsible for were AP, ADI, CE, GL, INV and PO. IExpense, iProcurement, iSupplier modules were setup, reviewed and tested.

Confidential, TX

Applications and Project Management

Responsibilities:

• Financials and Procurement lead for a Financials and Manufacturing upgrade from R10.7 to R11i at a Gas utility local distribution carrier. Oracle modules responsible for were AP, ADI, CE, FA, GL, INV and PO.
• ERP Project Manager for a full Oracle Financials and Manufacturing Applications upgrade from R11 to R11i at a worldwide software maker. Oracle modules included AP, AR, CE, ADI, FA, GAE, GL, HR, INV, OE, PA, PO and SC. Iexpense and iSupplier modules were setup, reviewed and tested. The project was implemented using Oracle's Easipath Migration methodology.
• ERP Project Manager for a large multi-year, multi-million dollar implementation and upgrade at a mid-stream natural gas processor and transportation company. Modules implemented included AP, AR, CE, FA, GL, iExpense, iReceivables, iProcurement, iSupplier, and HRMS. Developed integration with over ten third-party and legacy systems including Solarc right aNGLe, Indus Empac, IBM, TSW and Gator. Converted from legacy mainframe to Release 11.03 and upgraded from Release 11.03 to Release 11i. Rolled out applications to several acquired companies.
• ERP Project Manager for an international airport implementation. Developed integration with two third party products - Datastream and AirIT/DST Airline Business Toolbox Propworks. Modules implemented included AP, AR, CE, FA, GL, INV and PO.
• Financials and Procurement Team Lead for an international gaming corporation implementing Release 10.7 of Oracle Financials, Oracle Manufacturing and Oracle HRMS. Duties ranged from project definition to user training as well as leading the integration of these products.
• Financials and Procurement Team Lead implementing Oracle General Ledger, Purchasing, Accounts Payable and Inventory release 10.7 for a large international hotel chain. This project resulted in significant reductions in the company’s procurement expenses.
• Oracle Purchasing release 10.6 team leader for the Americas implementation for a global provider of classroom and self-paced training. Duties ranged from solution design to setup to user training.
• Developed a “best of breed” solution for the consumer packaged goods industry. Duties included reviewing and testing of upgrade from Oracle Applications release 10.5 to 10.6.
• Analyzed and resolved Accounts Payable and General Ledger problems arising from a third party implementation of the applications for a mid-sized telecommunication company.
• Implemented Oracle Accounts Payable for a telecommunication client during the Transition and Production phases of the project.
• Developed system-testing processes for release 10.5 of General Ledger, Accounts Payable, Purchasing and Fixed Assets.

Confidential, Confidential, TX

Responsibilities:

• Founded and managed an accounting/consulting professional firm dedicated to implementing and managing business solutions for small to mid-size entrepreneurial companies.
• Helped clients identify tax, accounting and computer solutions to ease paperwork burden and equip them with tools to run their business’ more effectively.

Confidential, Houston, TX

Responsibilities:

• Project Manager for a team implementing a client server based integrated computer system for management, payroll and general ledger. Enhanced management decision making by providing database reporting and improved accounting response time from four-week paper processes to graphical, real time paper-less processes. Generated operational and accounting savings to the company of $1 million annually by providing more accessible, accurate, and time management information and streamlining business processes. Training for the developed solution was presented to over 400 people in five states.
• Managed financial reporting, payroll, disbursements and property accounting processes for a large petro-chemical company. Accomplishments included:
• Identified disbursement-streamlining activities including need for EDI, alternative for paying small dollar invoices, enhanced field and office cash management controls.
• Reengineered and implemented management “scorecarding,” including activity-based cost drivers, benchmarking and determining costs by pipeline segments. Initiated change from mainframe to client server reporting. Short and long term marketing and operations management are utilizing scorecards.
• Established financial reporting for local and corporate management, including profit and loss statements, profit/cost center reporting net assets employed, net present value and net profit enhancement and tax reporting.
• Accountable for acquisition economics, including NPV and DCF, IRS Section 338 reporting as well as preparing and presenting reports to board of directors.
• Reduced regulatory and budget reporting by 50%.
• Managed natural gas pipeline acquisition audit. Saved $60 million, 10% of total purchase price, during acquisition investigation. Contract was renegotiated as a result of review.
• Managed tax-free securities acquisition audit. Saved $5 million, 5% of total purchase price, during acquisition investigation.

Confidential, Los Angeles, CA

Responsibilities:

• Planned, directed and reported on operational, financial and environmental audits for worldwide divisional entities.
• Audits included reviews of the world’s largest phosphate mining and chemical complex, the company’s largest oil and gas region, North Sea headquarters and operations, joint interest department, natural gas purchasing and engineering department, property and excise tax department, chemical plants and petrochemical facilities.