SUMMARY

• He is a certified senior level R/3 SAP Finance (FI) and Controlling (CO) solution consultant with more than ten (10) years of SAP experience.
• He has extensive background in all aspects of FI/CO module and sub - module design, architecture, configuration, implementation and post go live support.
• He has also lead blueprinting workshops to design the SAP solution for fortune 100 companies with locations both domestically and international.
• He has delivered strategic solutions around FSCM/FSCD, Project Systems and Fixed assets with focus on integration points and specific areas such as deduction management, Project costing, business partner alignment and Results analysis.
• He has also delivered training to end users and developed role based security profiles for the 4.6 version of SAP and later. With more than 12 years of finance and accounting experience, Confidential is a highly motivated team player focused on creating opportunities for growth, that utilize creative thinking in complex problem solving scenarios.
• He works with the entire organization to develop sound solution strategies.
• With a BS in Accountancy he has a thorough understanding of financial integration points and how they translate into financial reporting for corporate and operational departments trying to meet SOX requirements and those transitioning to FASB 101 reporting.
• He has designed management reporting using report writer & painter (EC-PCA and FI-SL) to present to upper level management. Confidential has experience with R/3 releases 4.0, 4.5, 4.6, 5.0 and 6.0 ECCS.

PROFESSIONAL EXPERIENCE

Confidential

FICO - Report Writer Specialist

Responsibilities:

• Confidential is the world leader in quality of life services.
• They are currently engaged in a system leveling project to stabilize the transactional processes and reporting solution.
• I was engaged to augment a highly leverages staff tasked with making sense of the complex reporting structure and simplifying the data stream of information contained in several systems. Finalizing and streamlining a fractured set of data sets spread through several systems.
• Formulating a reporting strategy that will give Confidential a complete set of actionable information across their business segments that allowed for up line responsibility reporting is the eventual task.
• Leveraging SAP special ledger to accumulate data in a manner that looked like Confidential ’s organization and integrating that information with data collected throughout the organization to produce a month end reporting package that included some 300+ reports.

Confidential

FICO Consultant

Responsibilities:

• Confidential is a global water, fluid, thermal management, and equipment protection partner with industry leading products, services, and solutions.
• I was engaged on the project to backfill a position vacated by a key employee that supported the North American operation with core FICO as well as Project Systems, Fixed Assets, and Reporting.
• I worked on many support issues both critical and nice to haves within the business. Interacting with the end users to understand the problem and develop the solution. Within this process I was responsible for the testing and documentation of the process and any change management that went along with the process.
• The support of this project became a remote project later in 2013

FICO Consultant

Confidential, Monroe, La

Responsibilities:

• Confidential is the nation’s 3 largest telecom company. Confidential has grown at exponentially through acquisition and recently expanded into International territories.
• As the consulting team lead for Projects and Assets my responsibilities included the solution and expansion of their existing SAP platform and the integration of their latest acquisition.
• The acquired company operated in over 38 countries and required local reporting supported by the SAP system. The project systems solution needed to track cost of both IT and Engineering projects and flow results through month end reporting.
• The Fixed asset solution was closely integrated with the materials management solution and leveraged the Logistics Invoice verification process to ensure that internal controls supported the payment process including intercompany transfer pricing and elimination.
• The solution included negative and contra assets as well as ARO calculation for build out of data centers.

Confidential

FICO Solution Architect / Consultant

Responsibilities:

• Confidential is the American arm of a Norwegian ship builder. They operate with a large engineering and construction platform to establish the project oriented building is utilized to track building cost.
• I was brought in to right a project that had suffered some major decision battles which impacted the success of the project. Developed prototype and delivered demo of solution to stakeholders. I was responsible for all finance related processes which included AP, AR, Banking (EBS) & Reporting.
• I was also heavily involved with the Controlling side which included some clever allocations and settlement from PS. Some of the other areas in which I worked were around Results Analysis from PS, Material Leger for costing procured building materials.
• Internal orders for Cap-ex and specialty projects that allowed Confidential to track cost for concept projects and Warranty for ships and insurance for delivered ships.

Confidential

PS Consultant

Responsibilities:

• Confidential is a leader in the Oil and Gas industry with operations in over 20 countries. BH has been operating on a SAP system for many years with most of their processes still being in their infancy. Project related accounting is becoming more important to large organizations and the ability to track cost related to this are gaining more attention.
• I was contracted to develop and demo a solution that allowed BH to flow cost down to the project that based on BH’s data flow was originally posted in Profitability Analysis. I had to evaluate the characteristics to isolate the items that need to flow to the project.
• I also had to ensure that the project when posted didn’t settle back into COPA to be recognized twice. I also developed a set of procedures for the tracking of ongoing cost related to projects that could be divided among project related activities. This included the ability to force indirect cost to the project based on basic costing solutions.

Confidential

FICO Solution Architect Consultant

Responsibilities:

• Confidential is an emerging leader in the pharmaceutical industry. Alexion has several SAP projects working now but I was brought on to work on a backlog of support issues and was the FICO resource for an e-requisition project.
• In line with the production support backlog items I created and configured a company code to be used as a service center in India. The company will operate under the accounting principles governed by India and will utilize the Indian Rupee as the local currency. I also implemented the tax procedure “TAXINN” for India which is the recommended procedure using condition types and not jurisdiction codes.
• I recommended several solutions for Alexion but I also designed a solution in conjunction with e-req. that will help streamline the procurement of Capital assets using internal orders as investment measures.
• To accomplish this I created a non-statistical internal order type that will create the AUC and capture cost to the AUC during the period that the project was ongoing. This will then allow Alexion to settle the cost of the AUC to one or many assets related to the project.
• During my time at Alexion I received my Phase 11 certification for compliance as it relates to development and documentation in a pharmaceutical regulated environment.

Confidential

FICO Lead Architect

Responsibilities:

• Confidential is a wholesaler and supplier of aftermarket auto parts. Confidential is located in Dallas Texas and ships products from the same location. Bokanyi Consulting was engaged to implement an all in one solution for Confidential which include the core modules of FI, CO, SD, MM, and WM with emphasis on reporting capabilities.
• I was engaged by Bokanyi to help solidify the project and work it through go live and post go live support. Most of my focus has been around the best practice processes in the FI area that included banking and other core processes.
• I also have been working with the other teams on the integration of data into the finance module and external organizations utilizing EDI and Bank integration tools.
• Confidential is a financial services company that manages payables for major corporations. Confidential is headquartered in Minneapolis, MN with domestic operations also in Naperville, IL and Memphis, TN.
• Confidential was implementing a SAP preconfigured solution in the US, Canada, Belgium, Singapore, and India using local currencies along with USD for consolidated reporting.
• As the FI architect I was responsible for the overall design of the chart of accounts and local ledgers, Integration with purchasing functionality and the design of the fixed asset processing. Along with the basic functionality in GL, AP, AR and FA I delivered the design and implementation of Vertex for tax determination and calculation and a FX rate maintenance process for revaluation.
• I also designed and delivered Treasury and Risk Management utilizing the FSCM functionality. This included the in-house cash, cash & liquidity management, dispute management, and BCM (Bank Communication Management) to facilitate the approvals and execute transfers. BPC was utilized for the consolidated reporting package

Confidential

Project Manager / FI/CO Team Lead / CO Team Lead /Integration Manager

Responsibilities:

• Acted as Project Manager and FI/CO team lead on multiple projects that included international and domestic sites both from a full cycle install which included Blueprinting, phase II and support or system enhancement perspective.
• Lead workshop blueprinting sessions to design the solution around FI and CO processes to include product costing, plants abroad and segmented reporting structures
• Managed the migration of client data from Classic GL to New GL
• Lead the design around Master Data Conversion for Assets/ARO and other Financial elements
• Served as the integration manager between modules and their subject matter experts to design a solution with real life application
• Redesigned the product costing model with respect to cost capturing business processes that existed within the manufacturing environment.
• Built the transfer structure that was needed to move data to the CO/PA module assigned and developed value and quantity fields to established managerial reporting package.
• Worked with pricing procedure to establish the condition types needed to achieve premium reporting within CO/PA and BW.
• Worked with other SME to develop EDI functionality for materials ordering and receiving and for invoicing
• Designed and tested all integration points between FICO/SD/MM/PP etc.
• Designed complex revenue recognition strategies for defined sales strategies
• Developed standard reporting that meet or exceeded management requirements.
• Delivered and documented business processes to support standard business practices
• Implemented strategies for deferred revenue recognition around service invoicing

Confidential

FICO Team Lead / Integration Manager

Responsibilities:

• Lead projects as FI/CO team lead for multiple clients that included both international and domestic locations
• Implemented new strategies such as New GL and other Financial enhancements
• Worked will all levels of staff to ensure systems meet all of the requirements needed to capture all transactional data versaw the conversion of all master data including GL, Projects, Assets including balances
• Assisted in the development of EDI strategies for invoicing and collections (FSCM)
• Developed standard reporting that meet or exceeded management requirements.
• Delivered and documented business processes to support standard business practices
• Provided guidance to clients on changes to reporting requirements around revenue recognition for clients no longer needing to meet SOX regulations (FASB 101)
• Designed revenue recognition strategies for returns
• Reviewed the integration points between the modules and tested them for complete end to end processing.
• Implemented complex strategies for discounts around RR

Confidential, Burlington, MA

Financial System analyst - Aerospace & Defense

Responsibilities:

• Assisted internal staff with backlog of outstanding issues related to Finance.
• Redesigned internal business processes to streamline effort and reduce duplication of duties.
• Developed strategy to utilize PCA module for additional analysis relating to profitability.
• Trained internal support staff on EC-PCA, design, configuration and analysis.
• Consulted on Management Reporting strategies for the PCA module.
• Supported 5 Latin American Countries for FI Modules including localization.
• Supported international countries until hiring of internal support staff
• Responsible for Payment Processing, AR, AP, hierarchies and Account Groups for Management reporting.
• Configuration for Tax Codes, Withholdings, with interface to MM.
• Acting as Business Analyst responsible for scoping, functional specifications and worked with appropriate teams for testing, and documentation.
• Troubleshooting and resolution of system problems.