SUMMARY

• Expertise in ERP Analysis, Project Management & Implementation - Requirements Gathering, System & Process Design, Functional Application Customization Specifications, Construction, Testing, Training
• Team Building, Change Management & Support Strategies
• Business Analysis and Process Redesign
• Database Warehousing, Query & Management
• Specialize in Oracle Confidential World, OneWorld XE and EnterpriseOne (E1) Financial & Distribution applications
• Global Multi-National Company Implementations
• QA Functional & Performance Testing
• Communication Liaison between Business & IT staff
• Client Representative to ERP Vendor & Consultants
• Stakeholder Marketing & Management

PROFESSIONAL EXPERIENCE

Confidential, Chicago, IL USA

Sr. Confidential Financial & Distribution

Responsibilities:

• Consulting services of highest standard to ensure their on-going satisfaction with Confidential (Oracle owned) integrated business software products and services.
• Consult for Confidential World (A/S 400 based), OneWorld (Client/Server based) and EnterpriseOne (Web based) software.
• Consulting skills include: Business analysis, project management, user education, software implementation and configuration, custom modification assessments, system design and development, business process re-design, Quality Assurance (QA) functional and performance testing, readiness assessments and post-implementation support and turnover.
• Expertise in Financial and Distribution applications including: Address Book, General Accounting, Accounts Payable, Accounts Receivable, Fixed Assets, Job Cost, Multi-currency, Procurement Management, Inventory Management, Sales Management, Agreement Management, Application and Technical Foundations.
• Solid secondary support in Property Management, Advanced Pricing, and Contract Billing applications.
• Extensive experience integrating custom and third party software into Confidential modules including EDI.
• Extensive experience in designing, developing and implementing custom software to integrate with Confidential modules ensuring the base Confidential software and database are kept intact for future upgrades.
• Provide key communication liaison skills between functional business and IT technical staff.
• Provide key skills in documenting, communicating and resolving software issues with the software provider (Oracle for Confidential )
• Assist in Pre-sales demonstrations. Set up software environment and deliver executive presentations to prospective clients and users.
• Specific clients and consulting services provided are detailed in the Client Reference section beginning on Page 3.

Confidential, Houston Texas

Financial Controller

Responsibilities:

• Served as primary financial counsel for Vice Presidents and their General Managers.
• Administered US$140 million annual budget among staff of 300.
• Managed 65 employees responsible for the processing of 70 thousand invoices disbursing US$6 million monthly for the Exploration & Production (E&P) Divisions.
• Transformed department from traditional management hierarchy to team processing. Maintained timely payment of invoices throughout transition. Improved productivity by 40% and reduced errors by 50% after only six months with new team structure. Received Special Recognition Award (cash bonus) for outstanding success in implementing team processing.
• Implemented third party invoice payment system (Walker Interactive Systems)
• Represented the Financial Organization in the implementation of a third party Integrated Procurement, Invoice Payment, Project Cost Tracking and Fixed Assets System (Walker Interactive).
• Worked closely with third party consultants, Shell programmers and E&P staff to gather and convey accounting and business requirements in order to turn specifications into a functional system design.
• Handled all aspects of the project in representing the Financial Organization from requirements definition through planning, designing, constructing, testing, training and project implementation.
• Led and participated in teams performing internal department audits to ensure best business practices in place and to identify process improvement opportunities. Major audits included: Shell Mining Company, Shell Gas Trading Company, Leasehold Administration, E&P Gas Accounting, E&P West Texas Field Operations. Received Special Recognition Award (cash bonus) for major audit findings.
• Audited overseas joint venture operations in Miri Malaysia and Guangzhou China.

Confidential

Accountant to Accounting Supervisor

Responsibilities:

• Held a series of positions with increasing responsibilities and complexities - General Ledger Accountant, Accounts Receivable Sr. Accountant, Fixed Assets Supervisor

Confidential, Des Plaines IL USA

Lead Functional Data Integration Consultant

Responsibilities:

• Analyzing and converting SAP data into the Confidential Financial systems. Korean Company CJ Logistics purchased US DSC Logistics and integrated operations into the DSC Confidential system. SAP to Confidential data conversions included Open AR & AP Invoice
• Fixed Assets and GL Trial Balance. Ongoing data interfaces include AR & AP invoicing and IFRS monthly accruals. Project successfully implemented in February 2020. Continuing to design and implement various system, process and reporting improvements to support the merged businesses.

Confidential, Atlanta GA USA

Lead Functional Financial Consultant

Responsibilities:

• Data cleansing and interfacing the Confidential 9.1 Corporate system of record Vendor data to European subsidiaries processing on Confidential 7.3. Completed data cleansing of both systems in order to synchronize the data before turning on the interface Managed a team of 20 including 3 developers and business users located in 8 European countries. Project successfully implemented

Confidential, Dallas TX USA

Lead Functional Financial Consultant

Responsibi lities:

• Re-designing and implementing a system solution for reconciling non- Confidential sales transactions through a third party Accounts Receivable (AR) management application to the Confidential 9.1 General Ledger (GL) for Brazilian credit card installment sales
• A custom Confidential interactive application was designed to interface, manage and reconcile the various AR transaction types - invoice, settlements, chargebacks and cancellations. This solution provided automated reconciliation and journaling to Confidential GL and transaction audit trails to the AR management tool. Project successfully implemented
• Designed and implemented an associated application for automatically replacing a backorder product with a substitute product or an AR customer credit. This solution recalculated order prices, taxes and freight pro-ration to ensure AR remained in balance with the original order. Project successfully implemented

Confidential, Washington DC USA

Lead Functional Financial Consultant

Responsibilities:

• Conversion and implementation of Confidential E1 9.1 Fixed Assets, specific vendor data feeds to Accounts Payable and General Ledger Reporting through Insight/Hubble reporting tool. Successfully went live May 2016. Also led requirements and high level design team for integrating NatGeo custom Photograph Billing and Commissions system to Confidential E1 9.1 General Ledger and Accounts Payable. Project successfully implemented

Confidential. Chesapeake, VA USA

Lead Functional Financial Consultant

Responsibilities:

• Implementing Confidential E1 9.1 Finance modules (GL, AR, AP, Manufacturing and Distribution DMAAIs) converting from an AS400 Business Planning and Control System (BPCS). Implementation included creating a new manufacturing company to merge into a Confidential environment with two other active companies based on a corporate model. Successfully

Confidential, Parsippany, NJ USA

Lead Functional Consultant Analyzing

Responsibilities:

• Designing and developing a Global Template for merging financial (GL, AP, AR, FA) processes and data for 24 Confidential environments ranging from World A7.3 to E1 8.12 into one global Enterprise E1 9.1 environment
• The project is staged in three phases. Delivered the first phase deliverables including analyzing and documenting current state global processes and data, identifying gaps/opportunities for merging into one Global End State solution and designing the overall integration and conversion strategy.

Confidential

Lead Functional Consultant

Responsibilities:

• Open transactional data of an acquired Japanese company (custom ERP system) to the global Enterprise instance of Confidential E1 9.0. Led functional and technical teams through requirements, data mapping, data conversion programming, testing and cutover activities for converting open Master data (AB, Item), Financial (GL, AP, AR, FA) and Distribution (SO, PO, INV, WO) transaction data

Confidential, Leonia, NJ USA

Lead Functional Applications Consultant

Responsibilities:

• Implementing Confidential 8.11 Financial modules (Address Book, GL, AR, AP, FA) at the Corporate office. Also designed a custom front end billing system to integrate to the Confidential AR module and a data interface between the ADP payroll system and the Confidential GL module.

Confidential, Chicago, IL USA

Lead Functional Applications Consultant

Responsibilities:

• Analyzing client’s business requirements and designing optimum financial (General Ledger, Accts Receivable, Accts Payable, Fixed Assets) & procurement business processes incorporating Confidential OW Xe software solutions. Projects included implementing Confidential Job Cost for managing hotel major renovation projects and developing a purchase order and invoice data interface with a third party purchasing agent. Also, implemented invoice image interface to AP using Formscape.

Confidential, Chicago, IL USA

Lead Business Analyst

Responsibilities:

• Assessing client’s business and governmental requirements and applying to Confidential 8.11 software functionality. Client currently on Confidential World product. Performed comprehensive analysis and presented high level business process and software solutions to senior management.

Confidential, Detroit, MI USA

Lead Functional Consultant

Responsibilities:

• Implementing software upgrade from Confidential RPG World product to EnterpriseOne web version 8.11 for Address Book, General Accounting, Accounts Payable and Accounts Receivable modules. Also performed requirements assessment and estimates for implementing the Confidential Procurement and Inventory modules

Confidential, Buffalo Grove, IL USA

Lead Functional Consultant

Responsibilities:

• Implementing Confidential EnterpriseOne web version 8.11 for Address Book, General Accounting, Accounts Payable, Accounts Receivable and Procurement Management modules

Confidential, Westchester, NY USA

Lead Application Analyst, Manager & Designer

Responsibilities:

• Special projects involving Confidential Inventory, Purchasing and Financial modules. Projects included reconciling Inventory detail and As Of data to the General Ledger, re - valuing entire on-hand maintenance Inventory, streamlining purchasing processes, and implementing Confidential at Non-US locations to integrate with US Confidential instance.

Confidential, Bannockburn, IL USA

Lead Application Analyst, Manager & Designer

Responsibilities:

• Custom integrations to Confidential Procurement, Advanced Pricing and Sales modules for grain purchases and associated by - product sales. Implemented process changes for reconciling Confidential Inventory to General Ledger. Implemented data interface from US office Confidential system to Italian corporate headquarters global SAP purchasing data warehouse.

Confidential, Deerfield, IL USA

Lead Application Analyst, Manager & Designer

Responsibilities:

• Custom Global JAVA web-based Intercompany sales system integrating to/from an Oracle database to/from multiple Confidential Financial modules and a central Citibank wire transfer system. System implemented to 20 global locations and over 500 users worldwide (US, Europe, Asia, Central and South America, Australia, NZ) Project awarded the 2002 Baxter Finance Innovation Award.

Confidential

Lead Functional Consultant

Responsibilities:

• Implementations and Upgrades of Confidential World & OW Financial & Distribution Applications