SUMMARY:

I am an Informational Systems Financial Specialist with a proven record in developing and implementing strategies, solutions, and programs that save time and reduce costs. I have worked successfully in both small start - up ventures and Fortune 500 companies. My expertise is in serving as a liaison between finance and IT departments performing Support, maintenance, business requirements and end user

EXPERTISE AREA:

• Oracle Financial Systems
• Business Intelligence
• WebFocus
• Testing/
• Requirements
• Tableau Desktop / Server
• Essbase
• Teradata
• MSSQL

TECHNICAL SKILLS:

• MS Word
• MS Excel
• MS Access
• Lotus Notes
• Oracle SQL
• HTML / CSS
• JavaScript
• MS Front Page
• Hyperion
• WebFocus
• XHTML / DHTML
• Test Director
• Remedy
• VAX DCL/RDB
• Tableau
• Ross Payroll/HR
• Business Objects
• MAXCIM
• Unix
• Visio
• SQL*Plus/PLSQL
• Essbase
• SAP Warehouse
• Oracle Financials
• Teradata

PROFESSIONAL EXPERIENCE:

Confidential, Dallas, TX

Business Intelligence WebFocus Engineer

Responsibilities:

• Developing in the most current version of WebFocus (Ver 8.105) Responsible for developing information solutions for 300+ external paying customers in the Expense, Invoice, and PO financial product arena.
• Implement dynamic metadata for customers with needs outside of the standard for most customers allowing quicker front-end and report development.
• Design several reports using dynamic metadata that populates front-ends only with the data identified for that customer satisfying customer needs for quicker ad-hoc report writing using Info Assist.

Confidential, Dallas, TX

Business Intelligence WebFocus Architect

Responsibilities:

• Translated several WebFocus reports into Tableau Sheets and Dashboards. And embedded into the company performance portal.
• Developed and taught internal program for WebFocus Info Assist report writing tool.
• Created Readerboard program for use in IT Call Management Center centralized video screen using WebFocus HTML Composer that allowed representatives and management to analyze and drill into potential problems based on incoming call activity more quickly.
• Created Readerboard dashboard for all IT Call Management Center personnel to use in tracking and comparing statistics in daily callas answered and solved using a horse race graphical presentation with individual reporting drill downs.
• Revised all internal Report Caster programs to use dynamic distribution so that email and FTP addressing used the most up to date information and used much less permanent disk space.
• Implemented three separate WebFocus Statistical Usage Dashboards that track program execution counts allowing management to see for the first time how WebFocus is being used for the Restaurant Performance Management System, Analysis Provided reports, and Managed Reporting.
• Developed a set of reports, with Essbase as the data repository, which delivers Restaurant Customer Satisfaction scores back to the restaurants and their chain of management allowing them to see on a weekly basis how they compare to pre determined scoring norms and use that data for improving customers dining experience.
• Developed internal series of reports for the Financial and payroll groups providing GAP reporting both real-time and scheduled for the new Point-of-sale and Restaurant Inventory system called Aloha/MenuLink.
• For the Guest Relations group, provided Active technology reports through Email allowing more up-to-date analysis of customer comments.
• Developed Coupon Fraud analysis reports for the legal department allowing quick analysis of possible wait staff fraud.

Confidential, Dallas, TX

Manager Receivables Management and Billing Systems and Controls

Responsibilities:

• RM Lead for upgrade of core Confidential Yellow Pages Collections systems including business requirements gathering, writing and performing test cases, internal resolution support,, and documentation.
• RM lead for Re-Branding project-Gathered requirements and managed timeline of deliverables.
• Responsible for Profile management ensuring tools were built to allow RM/Bulling managers to meet Sarbanes/Oxley requirements.
• RM support for Collections/OCA issues on several major system conversions including East Direct, ARMS/MBS, and Telco to Direct.
• Responsible for updating tables and performing weekly and one-time account mass changes.
• Supervised a team of 2 responsible for internal score card reporting, Billing/RM system Help Line, and ad-hoc bulk reporting.
• Created an automated non-IT based series of dunning letters that used existing technology that saved 50k+ dollars in IT programming costs and increased dollars collected from delinquent customers.
• Developed a supplemental OCA contact file extract that provides additional information allowing better contacts for Collections Agencies allowing for 50% better contact rate.
• Development of RM Dashboard - This is the core repository of reports central for at-a-glance plus detail views on the state of the RM Business. IT includes a visual one-shot view of a 30-day aging comparison that also allows for drilling-down to accounts level detail, Write-Offs/Refunds/Recoveries MTD, Visual graphs on Follow-up and aging performance, and a Reports sub-menu
• Provided valued weekly reporting of aging on accounts involved in the Hawaii and Ohio directory sales.
• Valued ad-hoc and standard reports created include: Agings, Cash Payments, Payment Arrangements, Write-offs, OCA Payments, Security Profiles Comparison, GL Reconciliation, Quick Inventory, Daily Priority One, BSG Time reporting.
• Created a web-based solution to allow users to select COBOL based character report from disk and convert into PDF format.

Financial Systems Support

Responsibilities:

• Created internal financial web site that allowed easier and quicker access to data using HTML and JavaScript.
• Produced AR billing data extracts using Web Focus that reduced manual lookups, saving 10-40% in time.
• Output and posted monthly Performance to Plan reports using Desktop Web Focus in PDF format, increasing time for analysis by three days.
• Prepared weekly and monthly headcount/salary lists that provided needed data more quickly than other groups in AVAYA, giving Value Added Services more time to review and correct if needed using Web Focus
• Created SQL*Loader programs to load Excel spreadsheet data from the user desktop into the Oracle General Ledger, saving on average one hour per journal entry.
• Used SQL to fine tune data gathering from disparate databases including Teradata, Oracle, and MS Access.
• Created nightly batch load using Web Focus and Notrix that loaded the Notes Employee Database with fresh data from the ADP Horizon database, saving eight hours per month.
• Created Web Focus programs to filter ADP payroll files and extract Oracle GL loadable extracts, saving 16 hours per month.
• Created extract files using Web Focus from Oracle financials that feed into Hyperion Financial Analysis programs, saving six hours. Administrated Hyperion. Developed Hyperion financial reports including expense variance, balance sheet, income statements.
• Developed an Employee Information profile update using Lotus Notes to help automate and speed data collection by 25%.
• Maintained and modified Cobol/Basic legacy programs including, linking, compiling, & installing.
• Reduced month-end Management Reporting time from four days to one using Web Focus and Monarch for Windows.
• Used Web Focus to create Income Statements, Balance Sheets, and Expense Variance reports for use by al department heads and upper management.
• Developed a Human Resource system, which increased HR efficiency using FOCUS on the VAX by 20%.
• Tested, recommended, and purchased a method to fax Purchase Orders, Sales Orders, and Invoices from inside MAXCIM using a fax modem attached to VAX, reducing errors 25% and speeding communication 100%.
• Led project to develop a Warranty Tracking System using bar-coding, speeding material movement and reducing errors.
• Developed a sales/proposal system that increased accuracy of Revenue Forecasting by 10%.
• Started an internal MAXCIM users’ group to facilitate useful and productive discussion on topics involved with business processes as well as the software itself.
• Developed an internal program for FOCUS/XENTIS users that reduced costs related to using external trainers.
• Developed solution to provide sales force with on-demand fax using VAX and FOCUS for back end information delivery, saving 30 minutes per inquiry.
• Managed billings/collections, maintained the General Ledger, and produced monthly Board Package financial reports.