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Financial Analyst Resume

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Houston, TX

SUMMARY

  • 12+ Years of experience in both CPM & Oracle EPM applications like OneStream XF Accounting, OneStream XF Planning, OneStream XF Account Reconciliation Management, Hyperion Financial Management (HFM), Financial Data Management Enterprise Edition (FDMEE), Hyperion Financial Reporting (HFR), EPMA, Hyperion Planning, FCCS(Financial Consolidation and Close Cloud Services).
  • Oracle Certified Hyperion Financial Management Implementation Specialist.
  • Expertise in OneStream XF dimension configuration including extended dimension functionality.
  • Expertise in OneStream workflows, dashboards, cube views, transformation rules, form templates, business rules, confirmation rules, certification questionnaire etc.
  • Expertise in creating Data management jobs and data transfers between cubes in OneStream.
  • Collaborate with clients to help them design and implement financial consolidation and reporting solutions by leveraging the OneStream XF platform.
  • Expertise in building the OneStream XF application including dimensions, forms, business rules, security, etc.
  • Defined and developed data mappings, validation rules and data loads to support close and consolidation activities and reporting
  • Skilled in Optimization and Performance Tuning of HFM application data/metadata processing, upgrading, testing, and migrating of artefacts.
  • Experience in Testing of Hyperion applications using HP Application Lifecycle Management application.
  • Expertise in training business users on both CPM & EPM applications on how to administer and utilise OneStream XF applications, Hyperion Financial Management and FDMEE, Hyperion Reporting, EPMA applications.
  • Strong experience in Hyperion Financial Management and Hyperion Reports.
  • Working experience on EPM Applications.
  • Manage master data entities, relationships, and attributes using DRM.
  • Analyze a detailed history of change activities to identify when a change occurred, using Audit option
  • Experience on Implementation of FCCS Application.
  • Create the application to bring the system generated dimension members preceded by FCCS
  • Working experience on FCCS (Financial Consolidations Close & Cloud Services)
  • Working experience on Financial Data Management Enterprise Edition.

TECHNICAL SKILLS

Operating System: Win - 98, XP, Vista, Win 2003 and Windows Server 2008, Linux

PROFESSIONAL EXPERIENCE

Financial Analyst

Confidential - Houston, TX

Environment: OneStream XF Implementation & Support.

Responsibilities:

  • Involved in analyzing and creating business requirements for OneStream applications.
  • Involved in design and development of OneStream Accounting & Planning applications.
  • Involved in Dimensions building, validation, and migrations.
  • Involved in security setup like groups creations, user provisioning, reporting etc.
  • Involved in building workflows, cube views, dashboards, and business rules.
  • Involved in writing confirmation rules to ensure data validations.
  • Involved in preparation of project documents like solution requirements, design documents and user training documents.
  • Involved in change management process to create, manage, test, and migrate the changes from non-Prod to Production environment.
  • Involved in data management activities across the OneStream cubes using data management jobs.
  • Involved in upgrading OneStream XF version from v4.3 to v5.3 and from v5.3 to v6.3. Experience on Implementation of FCCS Application.
  • Worked extensively to setup an oracle EPM application, developing and preparing for Monthly Close process.
  • Setup Metadata with Dimension Properties and load Data using Data Management.
  • Setup Securities at Groups and as well as at Dimension level on oracle EPM application.
  • Created Member Formulas and Web Forms
  • Created Financial Reports and Dashboards
  • Worked on Migration of snapshots or Artifacts from PROD to UAT
  • Data loads into FCCS via., DM. Creation of Locations, Import format and Source-Target Mapping. Post validated the setup to ensure it is working as expected
  • Automated tasks related to data loads, Migration and Metadata update using EPMAutomate.
  • Resolving issues in FCCS on Development and Production environment.
  • Provided white papers on FCCS security and Intercompany process in FCCS

Confidential - Beloit, WI

Environment: (Oracle EPM)Financial Consolidation and Close Cloud Services(FCCS), Hyperion Financial Management 11.1.2.4.207 , Hyperion Financial Reporting, FDM Enterprise Edition, Smart view reports, FDMEE (PBCS), Hyperion Planning

Environment: (Oracle EPM) Financial Consolidation and Close Cloud Services(FCCS) .

Responsibilities:

  • Experience on Implementation ofFCCSApplication.
  • Worked extensively to setup an Oracle EPM Application, developing and preparing for Monthly Close process.
  • Setup Metadata with Dimension Properties and load Data using Data Management.
  • Setup Securities at Groups and as well as at Dimension level
  • Created Member Formulas and Web Forms
  • Created Financial Reports and Dashboards
  • Worked on Migration of snapshots or Artifacts from PROD to UAT
  • Data loads into FCCS via., DM. Creation of Locations, Import format and Source-Target Mapping. Post validated the setup to ensure it is working as expected
  • Automated tasks related to data loads, Migration and Metadata update using EPMAutomate.
  • Resolving issues in FCCS on Development and Production environment.
  • Provided white papers on FCCS security and Intercompany process in FCCS

Confidential - Chicago, IL

Environment: (Oracle EPM)Hyperion Financial Management 11.1.2.4.207 , Hyperion Financial Reporting, FDM Enterprise Edition, Smart view reports, FDMEE (PBCS)

Responsibilities:

  • Defining users and groups for the applications and assigning the access rights and securities.
  • Designing new data entry forms by using web application and creating grids as per the requirement
  • Involved in loading and extraction of securities, metadata, and data.
  • Manage master data entities, relationships, and attributes using DRM.
  • Analyze a detailed history of change activities to identify when a change occurred, using Audit option
  • Experience on Implementation of FCCS Application.
  • Create the application to bring the system generated dimension members preceded by FCCS.
  • Created FCCS POC and presented to client.
  • Worked on Customs and standard exports as per the requirement in DRM
  • Worked on Security system in DRM
  • Creating smart view reports as per the business requirements.
  • Creating Job schedules on closings and monitoring the loading in FDMEE.
  • Errors identification and rectification in FDMEE.
  • Data load into HFM via FDMEE, creation of control tables and Source-Target mappings
  • Working consolidations and analysis through HFM web Grid.
  • Creating Locations and providing access.
  • Migrating Oracle EPM application from Prod to Dev.
  • Creation of financial reports in HFR..
  • Defining access to servers for new hire users.
  • Locking FDMEE POV for previous month and update for current month.
  • Creation of Period mapping and Data load rules & Data load mappings
  • Completed the POC for FCCS new Project.

Confidential - Richardson, TX

Environment: (Oracle EPM) Hyperion Financial Management 11.1.2.4, Hyperion Financial Reporting, FDM Enterprise Edition, Smart view reports

Responsibilities:

  • Defining users and groups for the Oracle EPM applications and assigning the access rights and securities.
  • Designing new data entry forms by using web application and creating grids as per the requirement
  • Involved in loading and extraction of securities, metadata and data.
  • Creating smart view reports as per the business requirements.
  • Creating Job schedules on closings and monitoring the loading in FDMEE.
  • Errors identification and rectification in FDMEE.
  • Manage master data entities, relationships, and attributes using DRM.
  • Analyze a detailed history of change activities to identify when a particular change occurred, using Audit option
  • Creating and Running Imports in DRM
  • Created the Hierarchies using DRM
  • Created Version in DRM
  • Worked on Customs and standard exports as per the requirement in DRM
  • Worked on Security system in DRM
  • Data load into HFM via FDMEE, creation of control tables and Source-Target mappings
  • Working consolidations and analysis through HFM web Grid.
  • Creating journals templates.
  • Posting of journal for adjustments of Entities.
  • Migrating application from Prod to Dev.
  • Creation of financial reports in HFR.
  • Creation of journals and doing process management in HFM.
  • Defining access to servers for new hire users.
  • Loading Currency Exchange rates to HFM & Planning
  • Loading People soft Head count data and Non-EBS data to HFM.
  • Locking FDMEE POV for previous month and update for current month.

Confidential - Shelton, CT

Environment: (Oracle EPM) Hyperion Financial Management 11.1.2.4, Hyperion Financial Reporting, Hyperion Financial Data Quality Management, Smart view reports

Responsibilities:

  • Create the application profile to bring the system generated view dimension members.
  • Defining users and groups for the applications and assigning the access rights and securities.
  • Designing new data entry forms by using web application and creating grids as per the requirement
  • Involved in loading and extraction of securities, metadata and data.
  • Creating locations in FDMEE.
  • Errors identification and rectification in FDMEE.
  • Data load into HFM via FDMEE, creation of control tables and Source-Target mappings
  • Doing consolidations and analysis through HFM client and web.
  • Creating journals templates.
  • Posting of journal for adjustments of Entities.
  • Migrating application from Dev to Test.
  • Creation of financial reports in HFR
  • Creation of journals and doing process management in HFM.

Confidential - New York

Environment: - Hyperion Financial Management 11.1.2.3, Hyperion Financial Reporting, Hyperion Financial Data Quality Management, Smart view reports.

Responsibilities:

  • Experience on Implementation of HFM and Support & Maintenance.
  • Create the application profile to bring the system generated view dimension members.
  • Defining users and groups for the applications and assigning the access rights and securities.
  • Designing new data entry forms by using web application and creating grids as per the requirement
  • Involved in loading and extraction of securities, metadata and data.
  • Creation of web data entry forms by using web application.
  • Creation of journals and doing process management in HFM.
  • Creating locations, import formats, mapping changes in FDQM.
  • Errors identification and rectification in FDQM.
  • Creation of financial reports in HFR.
  • Involved in functional testing.
  • Coordinate with rules consultant for functional requirement in the application.
  • Resolving issues in HFM on development and production environment.
  • Resolving client issues on priority basis.
  • Actively participating in month close and quarter close activities

Confidential - Houston, TX

Environment: - Hyperion Financial Management 11.1.1.3, Hyperion Financial Reporting, Hyperion Financial Data Quality Management, Smart view reports.

Responsibilities:

  • Experience on Implementation of HFM and Support & Maintenance.
  • Create and deploy applications and building metadata.
  • Loaded metadata for accounts, entities, scenario and custom dimension.
  • Extracted, loaded the metadata whenever metadata changes occur.
  • Creating locations in FDQM.
  • Errors identification and rectification in FDQM.
  • Data load into HFM via FDQM, creation of control tables and Source-Target mappings
  • Doing consolidations and analysis through HFM client and web.
  • Configure data entry Forms by using web applications and creating grids as per requirement.
  • Creating member lists.
  • Creating journals templates.
  • Posting of journal for adjustments of Entities.
  • Migrating application from Dev to Test.

Confidential - New York

Environment: Financial Analyst

Responsibilities:

  • Analyze financial data and provide forecasting support.
  • Prepare reports and projections based on financial data.
  • Recommend individual and collections of investments, also known as portfolios.
  • Evaluate current and previous financial data.
  • Study business and economic trends.
  • Determine a company’s value by examining its financial statements.
  • Strong understanding of how economic trends, political situations, policies and regulations may affect their client’s investments
  • Analytical skills to process large amounts of information to find profitable investments
  • Verbal and written communication skills
  • Computer skills to effectively use software to analyze financial information, identify trends, establish portfolios, and make forecasts
  • Decision-making skills to provide recommendations to sell, hold or buy a security
  • Attention to detail when reviewing potential investments, as small issues may lead to large complications for the overall health of an investment
  • Math skills for estimating financial values

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