SUMMARY:

• 22 years of experience in financial systems, 19 years in the SAP space and 9 years of employment directly with Confidential
• Education and initial experience in accounting & auditing
• Held contract positions in various levels of IT management
• SAP Consultant with skills in the SAP Finance, FSCM, Controlling and BW Modules
• Founded Confidential in 2006 that provides SAP consultants and delivers custom development objects.
• Managed various teams in all facets of SAP software maintenance: IT executive backfill, project management & SAP functional teams.
• Identified by SAP as a key resource in improving product offerings such as cash application and FSCM (Financial Supply Chain Mgmt.)
• Served as a senior advisor for consulting issues in the SAP Financials space, including conference presentations on behalf of SAP and ASUG. Examples of topics presented: Best Practices for Cash Application, Deductions Management
• Developed numerous custom add - ons in the areas of SAP-FI & FSCM
• Partnered with software companies to co-develop SAP add-ons
• A strong communicator who can facilitate the right discussions between IT organizations and the businesses they serve
• Successful track record of leading SAP implementations without recourse
• All-inclusive functional resource for SAP reporting: ABAP, SAP query, Report Painter, Report Writer, BW report design, BW Data modeling & working experience in the finance business.
• Certified and experienced teaching SAP courses
• RICEF Technical Skills - custom reports, interfaces, conversions, enhancements and forms
• Numerous experiences in change management and the ability to redesign business processes efficiently
• Spot assignments for advanced consulting: Quality review and mentoring

PROFESSIONAL EXPERIENCE:

Confidential

Founder + SAP Consultant

Responsibilities:

• Provide onsite customer service for Annathan Customers that includes periodic reviews of client projects and resource requirements
• Build SAP development objects with or without partner companies
• Provide strategic oversight for SAP projects/enhancements based on 20 + years of experience
• Develop a project infrastructure and process for Annathan custom development projects
• Work and communicate with senior management in all phases of implementation & custom development projects
• Advise and assist the client in building resource estimates for financial planning purposes
• Serve the client as an SAP project manager
• Serve the client as an SAP functional consultant
• Staff SAP consultants to meet customer requirements

Confidential

SAP FICO/FSCM/BW Consultant

• Provide consulting services in the area of FICO, BW & FSCM
• Pioneered the use of FSCM in the US
• 9 years of implementation projects
• Advanced consulting such as quality review and remediation
• Train SAP classes
• Conduct seminars and other speaking engagements such as SAPPHIRE & ASUG

Confidential

Implementation Specialist

• Financial software implementation and support in the long-term care industry
• Assist in development projects
• Data mining & special projects per customer requests
• Provide helpdesk support

Confidential

Internal Audit

• Conduct financial and operational audits of foreign & domestic subsidiaries
• Responsible for uncovering a multi-million dollar embezzlement
• Initiated and implemented the use of Lotus Notes for audit work papers

Confidential

Consultant/Advisor

• Initial role was a 3 week assessment of FSCM and to recommend improvements
• Implemented SAP process changes that reduced DSO by 3 days that equated to over 10 million/yr in savings
• Evaluate & develop a solution to create payment advices for high volume ACH customers.
• Execute a project to improve FSCM collections: 3rd party bolt-on (High Radius), new collection strategies, master data mass maintenance, custom enhancements to improve worklist navigation.
• Designed & implemented a solution to collect statistics on unapplied cash including root cause.
• Re-engineer profit center splitting in New-GL to meet business requirements
• Enhance A/R Dunning in SAP handle high volume customers and customer specific requirements.
• Improve/automate cash application and dispute management processes by creating enhancements to eliminate manual processes.
• Project Lead to replace credit card processing vendor (Delego) with Card Connect.
• Develop custom reports using SAP BW.
• Partnered with Cardconnect to develop a front-end to pay receivables via credit card
• Re-designed existing tools for customer web payments and autopay to integrate with a new credit card processing vendor.
• Introduce functionality not used in the areas of Collections & Credit Mgmt.
• Designed a custom solution to centrally maintain notes on customer accounts.

Confidential

FICO Consultant

• 2nd tour of duty with Confidential (see previous assignment below in 2006).
• Chosen to provide SAP FICO & Pharmaceutical expertise to a company that is re-designing their ERP system and acquiring new business Provided the roadmap and functional specifications to build multiple interfaces to a centralized HR system.
• Functional Specifications for enhancements, interfaces and reports.
• Restored lost functionality in the area of Excel planning (cost center planning) and financial reporting using Report Painter/Writer.
• Utilized as a strategic advisor for SAP system design/process with multiple instances in a global environment.
• Provide expertise on the Novartis SHAPE project that consolidates multiple companies onto one SAP instance.
• In a consolidated instance, advise the finance community on how they can use a global template and achieve their local requirements where in some cases, they lose local development. Responsible for the overall strategy, design & delivery of 2 major projects: 1) Cash Application & Accounts Receivable 2) Vendor Master remediation, re-design and conversion to support a new purchasing & accounts payable solution.
• Design & implement custom development objects/enhancements and process re-engineering in the area of SAP Incoming Cash Application (EDI, Lockbox) & A/R.
• Reduced daily cash application from 8 hours to 1 hour.
• Provided an overall A/R design that: 1) redirects FTE’s to more value added activities (deduction mgmt.), 2) reduces DSO 3) allows the flexibility to acquire new business without additional headcount.
• Implemented SAP reporting solutions using SAP Query, custom reports and advised the client on how to use all of the SAP reporting tools and those not utilized such as standard reports and BW functionality.
• Served as an advisor and provided a blueprint on how to integrate a newly acquired company in the following areas of SAP: A/R, A/P, CO-PA & PCA.
• Implemented master data conversions and other mass changes using the SAP LSMW tool.
• Retired a 3rd party application and implemented a solution using SAP for year-end withholding tax reporting and 1099 processing.
• Provided production support in other area of SAP such as: Fixed Assets, CO-PA, Cost Center Acctg, Purchasing & SD-Billing.
• Delivered functional specifications for RICEF objects.
• Trained end users on new processes and underutilized SAP functionality.
• Production support in all areas of SAP FICO

Confidential

FSCM & FI Consultant

Responsibilities:

• Responsible for the implementation of FSCM Credit, Collections & Dispute Manager modules along with its relevant BW reporting.
• Solely responsible for delivering ad hoc and month end reporting for the order-to-cash process teams.
• Delivered flexible reporting to reduce the number BW queries, data marts and support resources needed.
• Streamlined the BW/Business Objects (BOBJ) design to eliminate un-necessary content by creating less queries and BOBJ universes yet still meeting all reporting requirements.
• Assessed and changed BeX queries where they did not meet business requirements.
• Provided troubleshooting assistance to the BW team that required analyzing underlying BW data.
• Provided the specifications needed to re-construct AR data and reports in BW to better meet business requirements.
• Served as an advisor to the AR team on key issues such as lockbox and AR interfaces.
• Provide additional consulting services to the AR team: custom payment term & due date calculations, credit dunning, notes receivable, AR interfaces, cash application & reporting.
• Assessed and changed the initial design of FSCM Dispute & Collection modules in the following areas: Performing collections at the payer level vs the existing sold-to design, Collector assignment enhancements, custom characteristics and their appropriate BADI’s.
• Changed documentation to properly test FSCM.

Confidential

FICO Consultant

• Client is upgrading to SAP ECC6.0 from version 4.6. The objective of this position is to a) backfill production support for the current 4.6 system b) advise the client on upgrade project strategies & ECC 6.0 functionality.
• Assess the existing SAP processes and configuration and assist the upgrade project team improve on what was previously delivered.
• Assess and occasionally re-design reports efficiently using BW3.5 and Report Painter/Writer.
• Delivered configuration to change banks for AR & AP.
• Implementing a new AR Lockbox and electronic banking service with SAP integration.
• Leveraging a new bank implementation to assess and improve the existing SAP infrastructure to support the related process (AR, EBS, Lockbox).
• Modules Supported: GL, AP, AR, AM, FI-SL, CCA, CO-PC, CO-PA & CO-OM

Confidential

FICO Consultant

Responsibilities:

• Acquired 2 days before go-live to address a troubled implementation
• Served as an advisor to IT and business management on a variety of issues: SAP direction, business processes, resource screening & organization alignment
• Presented steering committee updates for the relevant SAP activities
• Production Support in the following SAP modules: FI-GL, FI-AR, FI-AP, Assets, CO-CCA, EC-PCA, EC-CS, Project Systems, Planning & Travel Management. This includes MM & SD integration points
• Assisted the Supply chain teams with SAP expertise/support when necessary: Purchasing, SD order, delivery & billing
• Functional Specifications for enhancements, interfaces and reports
• Repaired and redesigned the 3rd party integration of Credit & AR (interfaces)
• Removed unnecessary functionality implemented by the clients integrators
• Build BI queries per user requirements using BI 7.0
• Implemented BI content and modeling enhancements in the BI-FICO area
• Implemented ABAP queries to report different layers of BI data to aid in reconciliation
• Determined and implemented reporting solutions using all of SAP reporting tools, Report Painter, BI, SAP Query (ABAP Query), SAP Interactive Excel & Others. Most important, determining which reporting tools to consider and explaining to the client the benefits and pitfalls of each
• Implemented the EC-CS module after go-live
• Conducted workshops to teach a) SAP functionality b) address the issues, rumors and expectations of the SAP system as a result of their troubled implementation
• Re-engineered the cash application and master data processes

Confidential

FICO Consultant

• Acquired after a difficult implementation and subsequent remediation project to provide expertise in the FICO and BI modules.
• Production Support in the following SAP modules: FI-GL, FI-AR, FI-AP, Assets, CO-CCA, CO-PCA, CO-PC, CO-PA, FI EDI Processing
• Financial reporting configuration using Report Painter/Writer and BW/BI 7.0
• Functional Specifications for enhancements, interfaces and reports
• Remediation/Repair of financial interfaces
• Lead the following initiatives: SAP re-engineering of the FICO modules, BI 7.0 Migration Reporting & Integrated Planning Assessment, ECC 6.0 Assessment, Offshore implementation of SAP financial services (AR, AP, AM), Vertex upgrade, Dun & Bradstreet integration, Post COGS at billing rather than Goods Issue
• Provided production support for the clients Medicare deduction management initiatives
• Reduced open FI-CO support tickets from 110 to 30 in 3 months
• Conducted online training.
• Re-engineered the cash application and master data processes
• Built custom queries using SAP Query (aka ABAP Query)

Confidential

FSCM Consultant

• Served as the subject matter expert for the Financial Supply Chain Management modules: (FSCM) Dispute Manager, Collections.
• FSCM install and configuration
• Provided the spec to build the first ever Dispute Manager interface to an external system.
• Provided specifications for other RICEF objects such as: custom reports and customer correspondence forms.
• Training Materials Development Assistance
• Testing Plan development
• Assisted in the implementation for areas not responsible for such as: New GL (document splitting), AR and future initiatives

Confidential

FICO Lead Consultant

Responsibilities:

• Implementation of Accounts Receivable, FSCM-Dispute Manager, Billing, Credit Mgmt., Cash Mgmt (Lockbox, EDI), General Ledger & Profit Center Acctg.
• Financial reporting configuration
• Functional Specifications for all RICEF objects: Legacy conversion, interfaces, EDI, forms & reports.
• Implemented a GL interface using FI-SL Export ledger (IDOC)
• Implemented tools for extracting and reporting financial information related to Medicare.
• Manage team roles & responsibilities
• Created test plans, resolve defects
• Training
• Post go-live support

Confidential

FICO Consultant

Responsibilities:

• Re-Configuration of existing Financial and Controlling modules: GL, AR, AP, cash mgmt, cost center accounting.
• Initial implementation of Profit Center Accounting
• Business Process Re-engineering
• Financial reporting configuration
• Functional Specifications for all RICEF objects.
• Testing
• Training
• Post go-live support

Confidential

FICO Lead Consultant

• Implementation of Accounts Receivable, Deductions Mgmt. Billing, Credit Mgmt., Credit Card Processing, Cash Mgmt (Lockbox, Electronic Bank Statement), General Ledger, Profit Center Acctg. & Business Warehouse.
• Financial reporting configuration
• Functional Specifications for enhancement
• Manage team roles & responsibilities
• Testing
• Training & Go Live Support