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Financial Advisor Resume

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Atlanta, GA

SUMMARY

  • Hyperion EPM expert with significant experience in full lifecycle implementations, project and team management and financial systems background
  • Hyperion Certified Professional (Essbase and Planning and Budgeting Cloud Services Specialist (PBCS))
  • Customer - focused problem solver who meets deadlines and is detail-oriented.
  • Flexible for business travel and contract to hire opportunities.

TECHNICAL SKILLS

Databases: Hyperion System 11 (Essbase, HFM, Planning, Reports)

Operating Systems: Windows, UNIX, Linux

Hyperion Training: Essbase Fundamentals, Advanced Essbase, Hyperion EIS, Hyperion Financial Reporting, Hyperion BSO Calculations, Hyperion Planning Create and Manage Applications, PBCS

PROFESSIONAL EXPERIENCE

Confidential, Atlanta GA

Financial Advisor

Responsibilities:

  • Prepared financial budgets and forecasts for an upstart musical venue
  • Consulted on real estate, business processes, capital procurement, and investments
  • Provided GAAP and accounting management expertise
  • Prepared Income Statement, Balance Sheet, and Statement of Cash Flows templates and knowledge transfer

Confidential, Atlanta, GA

Senior Manager

Responsibilities:

  • Technical Planning Lead for an International publication conglomerate
  • Senior Planning resource for a multi-billion drilling company enabling multi-year financial planning and budgeting with Smartview and Financial Report development
  • Laid off due to amount of projects available

Confidential, Dunwoody, GA

Senior Consultant

Responsibilities:

  • Successfully implemented full life cycle Hyperion Planning projects for a number of clients.
  • Project lead responsible for requirements gathering, design, implementation, and post production support with Oracle Hyperion Essbase, Planning, Smartview, Financial Reports, and ODI
  • Sourced data from multiple sources worldwide to load into a single reporting application - reduced nightly processing by 95%
  • Recreated a custom application within Hyperion which allowed the client to reduce monthly close from two weeks to thirty minutes allowing for rapid M&A analysis, integration and reporting
  • Prepared custom training classes, developed and maintained client relationships, and completed all necessary documentation including status and economics reporting
  • Laid off due to amount of projects available

Confidential, Chicago, IL

Senior Hyperion Planning Lead

Responsibilities:

  • Technical Implementation Lead for a mid-west utility for Hyperion Planning, EPMA, Financial Reporting and SmartView 11.1.2.1
  • Technical Team Lead of three consultants for a multi-national manufacturer which delivered enhancements to ineffective and outdated operations
  • HFM to Planning design improvements for a mid-west steel manufacturing company in Planning, Financial Reporting, LCM and Smart view including an upgrade from 11.1.2.0 to 11.1.2.1
  • Performed application enhancements including Web Forms, calc scripts, security, backup and restore procedures for a Steel and Cable manufacturer
  • Performed enhancements to existing Planning applications for new allocations utilizing Smart lists with revised web forms and associated calculations for an automotive supplier

Confidential, Mahwah, NJ

Senior Hyperion Consultant

Responsibilities:

  • Responsible for processes and technical improvements to the existing HFM environment.
  • Worked with financial leadership on process improvement recommendations, plan, and execution which led to purchasing decision of Hyperion FDM to integrate various COA’s and reduction and simplification of HFM metadata to better support new reporting requirements
  • Upgraded development environment from 11.1.1.3 to 11.1.1.4

Confidential, Atlanta, GA

Senior Application Analyst

Responsibilities:

  • Senior Hyperion Planning Administrator responsible for development and support of financial applications used for forecasting, budgeting, variance reporting, Capex, Projects, and Statistical analysis
  • Overall support of Oracle Essbase, Hyperion Financial Reports, and Foundation services.
  • Performed end to end application development including cube design, calculation scripts, form development and Business Rules
  • Full system support of including end user issue resolution, Smartview, Excel Add-in, security, production maintenance, system availability, disaster recovery and installation and configuration.

Confidential, Atlanta, GA

Hyperion Infrastructure Lead

Responsibilities:

  • Team Lead for the Hyperion Gemini project responsible for implementing Hyperion 11.1.1.3 HFM, Planning, Essbase, Foundation Services, LCM, EPMA, Financial Reporting, FDM, and Smart View in a global 24x7 environment
  • Lead technical design expert for new development and current application enhancements
  • Primary point of contact with the project management team, internal business champions (FP&A), and external consultants
  • Maintained industry/technical knowledge base and facilitate/maintain industry relationships
  • Managed installation, maintenance and support of complex Hyperion technical infrastructures, hardware, and system software components
  • Liaison for IT, network, storage, web portal, disaster recovery, and system administrators
  • Server maintenance, disaster recovery planning, patch application and adherence across development, QA and production as well as maintenance and support.

Confidential, Mahwah, New Jersey

Senior Hyperion Consultant

Responsibilities:

  • Developed best practices recommendations for Hyperion System 11.1.1.3 including business processes and user processes as well as technical and maintenance best practices for HFM, Financial Reporting and SQL Server 2005.
  • Refined the Monthly Management Report stack using Hyperion Financial Reporting
  • Developed new Monthly Management Report stack using Hyperion Financial Reporting for the Forecast process.
  • Prepared, installed and migrated 11.1.1.3 new development and QA environments based on industry standards
  • Mentored and supported Senior Finance/Accounting Leadership as well as Infrastructure Team

Confidential, Atlanta, GA

Hyperion Team Lead

Responsibilities:

  • Performed end to end system administration for Hyperion Essbase and HFM.
  • Project Lead for Hyperion System 9 upgrade including installation, configuration, and migration from Essbase 6.5 and HFM 3.5 to 9.3.1.
  • Developed SOX compliant process flows and security guidelines
  • Installed and configured Hyperion System 9 on Development, QA, and Production which included WebLogic, Shared Services, Essbase, Provider Services, HFM, FDQM, Financial Reporting, Workspace, BI+, Web Analysis, Ghostscript, FR Print Server, Planning, Smart View and EPMA.
  • Developed Hyperion Planning applications utilizing Capex and Workforce modules as well as SmartView templates
  • Assisted with performance testing and system tuning to ensure maximum performance and reliability.
  • Installed and implemented Hyperion Analytic Integration Server, which allowed Confidential to create Essbase cubes based on data and metadata in the HFM application.
  • This ensures accurate and timely data integration between HFM and downstream applications which will use Essbase, such as Planning.

Confidential, Alpharetta, GA

Database Administrator/Project Lead

Responsibilities:

  • Full lifecycle implementation planning and execution for Essbase cubes
  • Project lead for systems integration for Confidential & Confidential Wireless merger
  • Developed and supported applications that facilitate batch and ad-hoc reporting requirements
  • Designed and developed technical requirements for executive management reporting initiatives
  • Tier II and III production support
  • Point of contact responsible for ensuring SOX compliance
  • Liaison between IT and Finance to track and resolve issues and ensure resolution

Confidential, Atlanta, GA

Lead Technical Consultant

Responsibilities:

  • Hyperion Essbase cube requirements gathering, design, testing and implementations.
  • Designed applications for banking and manufacturing companies using a variety of techniques including the use of rules files and Hyperion EIS for nightly Essbase cube builds.
  • All applications built with a dynamic emphasis including one or more of the following: ESSCMD, MAXL, batch scripts and SQL Server DTS packages.
  • Utilized expert knowledge for new and existing Essbase cube tuning.
  • Made numerous system and environment recommendations to clients which resulted in significant improvements in production environment stability and database availability to end users.

Confidential, Atlanta, GA

Senior Software Engineer

Responsibilities:

  • Senior Essbase developer for the Hyperion eCRM division.
  • Responsible for database development based on design specifications for both East and West coast offices.
  • Conducted internal classroom and one-on-one training of Essbase from fundamentals to advanced development topics.
  • Mentored peers and management on Essbase cubes and OLAP technologies.
  • Design and maintain Hyperion EIS and Essbase cubes for internal worldwide call center organization.
  • Researched and developed emerging Essbase technologies, recommended product enhancements to Essbase Product Development Managers.
  • Lead on beta client engagements responsible for Essbase install, cube development and testing.
  • Performed Essbase cube tuning Confidential e-commerce client engagements.
  • Conducted Partitioning / EIS research to determine product enhancement possibilities.
  • Evaluated and approved eCRM product documentation to ensure Essbase technical integrity.
  • Responsible for Essbase cube installation, design, and tuning and 11 different client sites.
  • Developed reports based on client requirements with dynamic emphasis.
  • Lead database designs including design sessions, outline building, formulation, rules file development for automated dimension building and data loading.

Confidential, Chicago, IL

Technical Consultant

Responsibilities:

  • Responsible for Essbase cube design and tuning Confidential 3 client sites.
  • Performed Excel Add-In Report development.
  • Fulfilled Project Management duties

Confidential, Atlanta, GA

Senior Financial Analyst

Responsibilities:

  • Essbase Database Administrator responsible for cube design, maintenance, and support.
  • Created and maintained all financial documents used by Financial Planning systems.
  • Performed planning and analysis of gross revenue and contribution by sub-segment to determine profitable areas within business markets.
  • Reviewed telecom expenses, COGS, and departmental expenses.
  • Developed and maintained monthly forecast, consolidation and submission of the monthly, quarterly, and annual plans.
  • Managed a portfolio of Carrier accounts valued Confidential $150 Million.
  • Negotiated pay down plans, settlements and note receivables for customers who were out of contractual payment terms.
  • Applied cash/credits to accounts, prepared Statements of Account, Aging, and Traffic reports.
  • Assessed risk, profitability, and future business feasibility of high-risk customers.

Confidential, Atlanta, GA

Investor Accountant

Responsibilities:

  • Reported Confidential and Confidential portfolios valued Confidential $1 Billion.
  • Responsible for reconciling custodial bank accounts and general ledger accounts.
  • Prepared financial statements, and remitted funds under strict government mandated timelines.

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