SUMMARY:

• Technical & functional development and advanced knowledge of Shared Services/HFM Security, Native/Active Directory, application creation, HFM rules, Rule Types and Consideration, VBScripting in Rules, Rule Functions, Custom Functions, Calc Manager, Intercompany Transactions, dimensions, metadata, member lists, journals and application setup for large multi - tiered clients.
• Technical and functional development work for FDMEE including all data load rules, target applications settings, security, all map sets, metadata, data automation, check rules, batch processing, Jython Scripting, Java API and FDMEE Reports.
• All Technical and functional development work for Hyperion Planning and Essbase, security, managing databases, dimensionality, outline, metadata, managing data validation, budget/plan process, application creation, data sources, alias tables, creating ASO/BSO application/cubes.
• Senior Hyperion/Oracle Consultant and subject matter expert for the last 7 years working as a consultant on several leading roles, senior consulting and project management positions
• Performed, lead and implemented various large scale projects including multiple Full Life Cycle Implementations of Hyperion/FDM, Planning & Essbase projects (see resume addendum on project management skillset, experience and certifications)
• Numerous Hyperion implementations on Exalytics, Exadata, and other leading edge Oracle hardware/software
• Performs all Hyperion and Oracle implementations using AIM, OUM, RAD & Agile Methodologies (see resume addendum on project management skillset, experience and certifications)
• Financial Manager and Controller responsible for monthly close reporting and financial publications
• Director of Consolidations responsible for financial close and quarterly financial filings in adherence with US GAAP
• Managed and reconciled multiple general ledger and consolidated accounting systems
• Extensive knowledge of Financial Accounting Standards (FAS), SSAE16 (SAS70) and Confidential compliance
• Prepare and present various monthly financial reviews to executive leadership teams
• Managed various functions within the quarterly public filing process for 10Q and 10K SEC reporting
• Managed multiple implementations of worldwide web-based ERP and financial consolidations platforms for 1000+ users.
• Responsible for all aspects of project management from scoping to requirements identification, definition and analysis, design, implementation and user acceptance testing

FOCUS/COMPETENCIES:

Hyperion Financial Management (HFM) Version 11.1.2.4.200 Hyperion Smartview

Hyperion Financial Data Quality Management (FDMEE) Version 11.1.2.4.200 Hyperion Tax Provision

Hyperion Planning Version 11.1.2.4.200 Shared Services

Hyperion Essbase Version 11.1.2.4.200 Finance Transformation

Hyperion Financial Close Management (FCM)Close Cycle Assessment

Hyperion Financial Reports (HFR)Hyperion Application Health Checking

Hyperion Disclosure Management (HDM)Project Management

WORK EXPERIENCE:

Confidential, Short Hills, NJ

Hyperion Administrator/Architect & Oracle R12 Project Manager (Consultant)

Responsibilities:

• Senior project manager on new implementation from Hyperion Enterprise to Hyperion Financial Management (HFM)
• Created and maintained all logic/rules for new HFM applications and completed IT Infrastructure assessment for HFM needs
• Create and maintain all aspects of HFM security and metadata
• Maintained all users, auditing tasks and audited data
• Managed all aspects of security including Application Security Considerations and User Management Console
• Assigned users, groups and security classes for entire organization
• Managed metadata attributes, accounts, custom members, entities, scenarios, periods, consolidation methods, currencies
• Setup intercompany partners
• Loaded and extracted all metadata between applications
• Created and maintained all member lists, journals, data forms and grids
• Created and maintained all application profiles and open/closed apps as needed
• Used Hyperion’s Extended Analytics Star Schema to use for interface into Oracle’s Hyperion Essbase System 9
• Created and maintained all reports including Data Explorer reports for use in Data Grids, Journal Reports and Intercompany (ICP) Matching
• Created and maintained all rules for auto calculations with HFM (Calculation, Translation, Consolidation, Allocation, Input & Dynamic Rules)
• Automated the calculation of data outside the hierarchical aggregation for ratio and variance analysis
• Performed automated calculations for allocations from a parent entity to multiple child/base entities
• Perform complex currency conversions, calculate exchange rate differences, or perform ad-hoc calculations necessary for consolidation
• Define formulas to dynamically calculate accounts
• Created auto-calculated rules to financially tie different hierarchical scenarios for variance analysis (i.e. Actuals, Forecast, Budget, Plan)
• Managed all FDM applications using New/Open Applications to Add, Modify or Remove an FDM App
• Configured all FDM system settings for enhancement of controls and performance mechanisms
• Created and maintained all FDM security and users as well as Application Object & Location security
• Managed all FDM mappable dimensions including Alias’, Calc Sequences and Lookups
• Maintained all Control Tables for POV, Periods & Categories for User Controls in accordance with SOD policies (Segregation of Duties)
• Created all logic accounts for statistical loading and conditional mapping
• Maintained all import formats for all locations in FDM
• Created all mapping tables in FDM including Explicit, Wildcard, Like, Automap, & Conditional tables for all geographies and locations
• Created and used financial control groups to configure financial controls for review locations in accordance with Sarbanes-Oxley (SOX)
• Use control groups to maintain and organize certification and assessment information
• Created validation rules used to enforce data integrity during the data collection and monthly close process
• Maintained all test (QA) and production environments for all FDM and HFM applications
• Created a new hierarchy in HFM for tax reporting purposes
• Interfaced the new HFM hierarchical data into CorpTax for calculation of provision, compliance and returns
• Project manager on new implementation of Oracle EBS version 11i to R12 for international and domestic locations
• Assisted with and managed system design, development and instance strategy for geographical locations
• Provided extensive experience in AIM and OUM methodologies for EBS implementations
• Managed all phases of projects from Conference Room Pilots (CRPs) to UAT and Go Live
• Managed Oracle Consulting (OCS) during Inception, Elaboration, Construction, Transition and Production phases of project
• Managed multiple implementations in international markets simultaneously while maximizing development work done in global instance
• Managed fit/gap sessions for requirements gathering and process design elements (RD.020 creation)
• Created and maintained all requirements documents for projects including using Oracle’s “Moscow” requirements prioritization step
• Created full vision/scope document/SM.010 for executive alignment and sign-off
• Created and maintained full project plan updating upon completion of each milestone or task
• Developed future process models for gap resolution step
• Gather and standardize R12 setups and create BR.100 documents in preparation for Conference Room Pilot 2 (CRP 2)
• Managed All CEMLIs (Conversions, Extensions, Modifications, Localizations and Interfaces)
• Create all Test Scripts, UAT and Cut-Over Plan including data conversion and tie out
• Provided post production go live support and standardizations
• Created, maintained and presented all project documents including communications plan, resource plan, various Gantt and dashboards for metrics, RACI matrix, Issues Log and project charter documents
• Changed international accounting calendar to domestic December ending calendar with 13th period solution
• Created an automated logic driven solution of data flowing from Oracle GL to HFM for monthly reporting for fixed assets, AR and IC
• Provided weekly dashboard and metrics on project status to executive level management and project champion
• Managed Business Objects teams in the development of all BO universes version 4.0 for GL, AP and AR universes
• Created and maintained ad-hoc queries from Oracle EBS R12 into SAP Business Objects for various locations for monthly reporting and analysis
• Created BO User customized reports as needed

Confidential, Somers, NY

Senior Financial Analyst and Hyperion Administrator/Architect (Consultant)

Responsibilities:

• Created and maintain all rules/logic changes in Hyperion Enterprise/HFM consolidation system
• Created new and maintained Hyperion apps for Prod, Test (QA) and maintenance environments and completed IT Infrastructure assessment
• Managed accounting information systems for audit and control regarding ( Confidential, ITSC104, SAS70, and Information Security Audits)
• Created technical documentation for IT service, application and infrastructure to satisfy all audit programs and business controls
• Ensure accounting system product fit to respond to all audit requirements, for SAS70, Confidential, ITSC104, and vendor and security audits.
• Project lead for Confidential review and certification as well as SAS70 review at various stages throughout the project
• Created new and maintained all metadata for HFM including system security and chart of accounts
• Created new Essbase cubes and changed existing Essbase Calculation Scripts for internal business needs
• Maintained all ASO and BSO data regarding Essbase making necessary changes to infrastructure
• Created all validation logic for variance analysis for p&l, balance sheet and cash flow
• Assisted with maintenance on IT architecture regarding the usage of Citrix, application/database servers and server clustering
• Managed monthly Oracle General Ledger input into consolidation system for close purposes
• Created new p&l and balance sheet accounts and maintained Hyperion chart of accounts
• Created new and maintained all Hyperion Essbase and Retrieve schedules for upload into consolidation system
• Created and performed monthly management close financial statement analysis for review of executive management
• Performed and managed the monthly management close process identifying out of balance issues and variance analysis
• Performed top journal entries for monthly management close
• Created and reviewed quarterly financial (p&l, balance sheet, and cash flow) for the purposes of the Q/K SEC filings

Confidential, Somers, NY

Consolidation Coordinator/Hyperion Administrator/Essbase Architect (Consultant)

Responsibilities:

• Create new rules for CTA impact on balance sheet as it relates to intercompany write-offs
• Create new rules and logic to drive p&l gains/losses resulting from intercompany transactions
• Establish intercompany guidelines per agreements and implement into HFM from a monthly close process perspective
• Establish controls within HFM to ensure the elimination of all intercompany transactions at a consolidated level
• Create and maintain all logic changes in Hyperion (HFM) consolidation system
• Created and maintain all rules/logic changes in Hyperion Enterprise/HFM consolidation system
• Created new & maintained Hyperion applications for live/production, test (QA) environments and completed a full IT Infrastructure assessment
• Created new and maintained all metadata for HFM including system security and chart of accounts
• Created new Essbase cubes and changed existing Essbase Calculation Scripts for internal business needs
• Maintained all ASO and BSO data regarding Essbase making necessary changes to infrastructure
• Assisted with maintenance on IT architecture regarding the usage of Citrix, application/database servers and server clustering
• Managed monthly Oracle General Ledger input into consolidation system for close purposes
• Performed monthly management close process identifying out of balance issues and variance analysis against forecast
• Create new and maintain all existing Hyperion applications for live/production, test (QA) environments and maintenance environments
• Create new Hyperion Essbase and Retrieve schedules for upload into consolidation tool
• Analyze all top/tax entries to determine where variances occur and correct on a monthly basis
• Interfaced with IT regarding accounting systems for audit and control for ( Confidential, ITSC104, SAS70, and Information Security Audits)
• Created technical documentation for IT service, application and infrastructure to satisfy all audit programs and business controls
• Project lead for Confidential review and certification as well as SAS70 and ITSC104 review at various stages throughout the project

Confidential, Fishkill, NY

Global Account Finance Consolidation Coordinator

Responsibilities:

• Maintain all Internal Confidential Account transactions at both an Americas and Global Account View using SAP R3
• Perform monthly international consolidation of financial statements using Hyperion HFM software package
• Manage all costs and recoveries to the Internal Confidential Account Internationally
• Maintain Ledger Id and Pool accounting structure within Internal Confidential Account
• Perform monthly & annual accounting close for entire Confidential Global Account organization
• Prepare, submit, & reconcile monthly journals to affect customer and Internal Confidential Accts
• Monthly discovery & research into missing and unknown costs/recoveries at the Confidential
• Inter Company Billing Agreement approval & tracking of all charges billed at the Confidential
• Calculate monthly outlooks and forecast for the Confidential Global Account at the Global level
• Calculate and load Annual Elemental Jan Plan & Fall Plan for Confidential Global Account at Confidential
• Performed and Maintained journal entry flow into Tax Stream using Hyperion interface for purposes of for final tax provisions for audited financial statements for FAS109
• Perform monthly inter-company recovery journals and splits to multiple ledger id’s at International Level
• Assisted in monthly preparation of income tax, sales and use tax for the federal, state and international levels using Insource for income tax, work flow, data collection, fixed assets and transaction tax tracking
• Assisted in preparation of international foreign partnership & corporation tax filings
• Assisted with SEC filings for both 10Q and 10K and managed SOX, SAS70 and Confidential compliance issues
• Participate in monthly headquarter finance close calls to report measurements and current position
• Manage bi-monthly offering reviews with delivery teams (Actuals & Outlooks)
• Prepare & pitch monthly measurement reviews to Vice President Finance/Delivery and CFO
• Maintain Q2Q Cost Challenge Targets and Roadmaps
• Facilitate transition of pools/ledger id’s to other organizations
• Approve Documents of Understanding and shipment requests
• Approve all capital expenditures for both purchase and expense for entire Internal Confidential Global account
• Manage 12 Financial Analysts and their offerings in support if the Internal Confidential Global Account

Confidential

Controller/Finance Manager/Consolidation Manager

Responsibilities:

• Monthly/Quarterly corporate general ledger reconciliation for all CBD finance systems
• Interfaced with all 14 Confidential Companies for general ledger accounting and out of balance issues
• Maintained knowledge of all 14 Confidential Company accounting systems for reconcilement
• Monthly Corporate audits of all 14 Confidential Companies General Ledger Accounts
• Performed monthly consolidations/sub-consolidations for Confidential Corporate for public reporting purposes using Hyperion HFM software
• Preparation of monthly consolidated financial and budget statements for entire CBD organization
• Monthly/Quarterly consolidated budget review/submission
• Monthly account reconciliation for Corporate Benefits & Company General Ledgers
• Monthly account reconciliation for Zero Balance and Clearing House Accounting
• Detailed monthly reconciliation balancing accounts with dollars in excess of $350M
• Monthly consolidated account reconciliation of the outflow of dollars to all company accounts
• Monthly audits of general ledger accounts to maintain controls
• Used HFM for full completion of consolidated monthly, quarterly, and yearly finance & accounting closes
• Reviewed monthly internal controls and reported findings to executive management
• Report all timing and non-balance issues in a detailed summary report
• Trouble shoot to determine out of balance errors
• General ledger reconciliation for 300 cost center accounts monthly
• Cost Center Accounting and reconciliation of cost center G/L’s
• Interface with MIS teams to determine ledger systems vs. physical data problems
• Worked with development teams to initiate new ledger finance & accounting software
• Developed and enhanced system upgrades with IT team members
• Worked with accounts payable/payroll departments to ensure correct payment posting
• Management of 70+ accounting clerks for daily workflow and performance
• Managed internal call center of over 200 agents for quality control purposes
• Handled QC duties for call center and reported those findings to management
• Handled all personnel, coaching and disciplinary issues for 40+ accounting clerks
• Cash Controls, Internal Audit Controls, and controls to maintain internal organizational integrity of Gland consolidated
• Provide controls support for entire Confidential organization which post ledger entries to other departments
• Identify areas of improvement and provide feedback to the CBD organization
• Interfacing with Director of Operations and CFO to determine areas of breakdown and follow up on process improvements to correct
• Hyperion Financial Management (HFM) Fusion Edition v 11.1.2.4Financial Data Management (FDM) Fusion Edition v 11.1.2.4
• Hyperion Enterprise v6.4/6.5Hyperion ObjectsHyperion Planning
• Hyperion Capital Expense PlanningHyperion Performance Scorecard
• Hyperion Strategic FinanceHyperion Workforce Planning
• Hyperion Essbase with Visual Basic for ApplicationsHyperion Retrieve/Smartview
• Oracle Siebel (CRM)Oracle PeopleSoft Enterprise General Ledger
• Oracle General LedgerJD Edwards EnterpriseOne
• Oracle EBS R12 & 11iOracle Accounts Payable
• Oracle Order Management Oracle Accounts Receivable
• Oracle Fixed Assets Oracle Inventory
• SAP ProductsOther IT Applications
• SAP R/3Crystal Reports Development
• SAP ERP Financials/General LedgerSQL for Database Development/SQL Ledger
• SAP BusinessObjects Enterprise Performance Mgmt SolutionsOLAP for Data Mining and Discovery Trending
• SAP BusinessObjects Business Intelligence Solutions Business Data Warehousing
• SAP BusinessObjects Information Mgmt Solutions QMF/Main Frame General Ledger
• SAP BusinessObjects Governance, Risk, and Compliance Solutions Visual Basic and Integrated Development Environments

Confidential, New York, NY

Senior Project Manager, Program Manager, Senior Project Leader, Lead Implementation Specialist

Responsibilities:

• Performed, lead and implemented various complex large scale projects including multiple Full Life Cycle Implementations of Hyperion/FDM, Planning & Essbase projects
• Performs all Hyperion and Oracle implementations using AIM, OUM, RAD & Agile Methodologies
• Served as Senior Project Manager, Program Manager and Project Leader on 10+ end to end upgrade/implementation client projects
• Obtained over 10 years’ experience in the project management arena and completed Project Management Professional Certification (PMP)
• Ensure project deliverables are met within deadlines and project is managed within budget and scope while following the PMO process and procedures
• Managed 20+ internal project team members to ensure tasks and deliverables were met within project timelines
• Managed external and third-party vendors as part of the over project stream to ensure all tasks were consolidated and within project deliverables
• Developed comprehensive project documentation including project scope, objectives, project plans, communication & risk plans, task reports, requirements & design documents, Gantt reporting charts, SOW’s, resource plans, project budget reports, team schedules, project charters, quality assurance plans, change management procedures
• Managed and coordinated overall relationship with the client and project stakeholders for project reporting and necessary sign offs/approvals to ensure the success of the overall program/project management milestones.
• Monitor project performance, improvement, and enhancement requirements for all phases of the project including requirements, analysis & design, implementation, testing, data conversion, documentation, go live, knowledge transfer & transition and stabilization.
• Created executive steering committee decks and documentation and reported to executive leadership and PMO on overall project status and milestones.
• Proficient in project management software such as Microsoft Project, Pro Workflow, SmartSheet, Accelo, Project Insight & Zoho

Confidential, New York, NY

Process Improvement Specialist, Process Efficiency Leader, Lean Sigma Manager

Responsibilities:

• Served as Process Improvement Specialist, Process Efficiency Leader and Lean Sigma Manager on 8+ end to end upgrade/implementation client projects
• Identified and documented current state process while focusing on potential process improvements and efficiencies
• Created both high level and detailed end to end process landscape models for communication and recommendation reporting purposes
• Measured and analyzed the impact of potential process improvements and lean sigma efficiencies to overall end to end procedures
• Identified and developed new automation and capabilities to problem solve inefficiencies identified
• Documented and justified changes against measurable business value and ROI
• Lead discovery team meetings and workshops to identify areas for improvement
• Created future state documentation to support process design and re-design utilizing workflow analysis and process diagrams
• Lead the delivery and implementation of process improvements while measuring and analyzing positive impacts on overall procedures
• Created metrics for value proposition on quality, efficiencies and productivity measurements

Confidential, New York, NY

Lead Hyperion Trainer, Project Implementation Training Leader, Knowledge Transfer Team Leader

Responsibilities:

• Responsible for creating training materials and documentation for all Hyperion modules
• Plan, develop, organize, write and edit technical operational procedures and manuals including the documentation of workflows
• Research, develop and document technical design specifications and test scripts to aid in the implementation of new solutions and\or upgrades to existing solutions
• Analyze documents to maintain continuity of style and content
• Maintain revisions and updates on technical documentation and manuals
• Assist in the development and updating of Process, Procedure, Policy and Workflow documents during projects implementing new or significant upgrades to software solutions
• Provide classroom or one on one training to full user community via WebEx or Live On-Site Training as required
• Oversee, document and track training efforts associated with the project and the efforts undertaken with various departments and user communities
• Proficient in training software such as Microsoft Access, DoceboLMS, Microsoft Office, Inquisiq R3, Test Automation