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Owner/consultant Resume

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New York City, NY

SUMMARY
Financial Systems expert with over 15 years of business systems analysis, global financial reporting systems development, integration, implementation and administration experience. Excellent analytical, organizational, interpersonal, and communication skills.

CAREER EXPERIENCE

Confidential,New York City, NY January 2010 to Present
Managing Consultant

  • Provided Hyperion product expertise on client implementations of the Hyperion EPM Suite including Hyperion Financial Management (HFM), Financial Data Quality Management (FDQM), and Financial Reporting Studio (FR).
  • Responsible for full lifecycle implementations including metadata design, rule writing, and report creation.

Confidential,New York City, NY June 2003 to January 2010
Owner/Consultant

  • Provided expertise on multiple Hyperion projects including Project Management and Training in conjunction with Hyperion software expertise (Hyperion Financial Management, Hyperion Financial Reports, UpStream/Financial Data Quality Management (FDQM), and Hyperion Enterprise).
  • Managed technical design and build of a Hyperion System 9 Financial Management and Reporting application for a large Consumer Distribution company, converting from Hyperion Enterprise to HFM.
  • Managed and facilitated Design workshops to manage client expectations and maximize client satisfaction.
  • Managed testing process to ensure accuracy and facilitated such process in conjunction with the client.
  • Conducted multiple training sessions including creation of custom documentation for various levels at clients.
  • Supported parallel close process and rollout process for HFM and Hyperion Enterprise implementations and upgrades.
  • Provided pre-sales support to prospective clients including Proof of Concept.

Confidential,New York City, NY September 2006 to November 2006
Vice President, Financial Systems & Analysis

  • Provided Hyperion product expertise on global implementation of Hyperion Financial Management.
  • Primary responsibility for maintaining application security and report writing in support of the HFM implementation.

Confidential,New York City, NY November 2003 to September 2006
Business Systems Analyst

  • Provided business systems analysis to projects within AIG including accounting, financial, operational expertise to facilitate the selection of the appropriate financial systems solution in support of our client needs and objectives.
  • AIG Corporate Systems department's "resident expert" with regard to functionality on pre-existing software including Hyperion Enterprise, Hyperion Financial Management, Hyperion Essbase, Hyperion Analyzer, ProSight Portfolios, UpStream WebLink and Clarity.
  • Responsible for collection and analyzing financial systems requirements from a variety of AIG businesses to facilitate the creation of a proof of concept model.
  • Responsible for providing up to date knowledge on software/hardware/networking advances that are not limited to the current suite of solutions as well as improvements (patches/upgrades) on current implemented solutions.

Confidential,New York City, NY April 2001 to September 2003
Manager of Financial Systems

  • Responsible for consolidating close to 1,000 offices and coordinating among 10 headquarter reporting sites on the monthly financial close.
  • Maintain and update several Hyperion Enterprise applications, including Inter-company, Cash Flow, Cost Accounting, and Revenue by Client.
  • Managed integration project from gathering requirements to user acceptance for a $1.5B acquisition.
  • Create/Rebuild Hyperion applications as necessary. Performed year-end rollovers.
  • Provide technical support for internal end-users and support subsidiary financial systems personnel.
  • Responsible for supervising, developing, and evaluating staff.

Confidential,New York, NY May 1998 to February 2001
Senior Administrator - Financial Systems (May 2000 - February 2001)

  • Responsible for the conception, design, implementation and maintenance of automated corporate financial systems, which support external (SEC) reporting, internal management reporting and financial planning/analysis.
  • Liaison between Accounting/Finance departments and Information Technology department.
  • Responsible for upgrade of Hyperion Enterprise financial system from version 4.3 to 5.1.
  • Responsible for integration of subsidiary financial systems to Hyperion Enterprise utilizing Hyperion LedgerLink.
  • Created corporate financial books and reports used in financial data analysis/reporting utilizing Hyperion Reporting.
  • Created internal corporate financial systems guidelines and procedures.
  • Responsible for financial systems analysis for corporate subsidiaries.
  • Responsible for the assessment and resolution of compatibility issues between corporate and subsidiary financial systems.
  • Researched and recommended third-party software and hardware products and solutions.
  • Created/Implemented fully automated template for financial submissions at the subsidiary level.
  • Supported Treasury department with Cash Flow, Interest and Inter-company financial analysis.
  • Supported MD & A by creating comparative reports utilizing Hyperion Retrieve for Excel.
  • Prepared/Automated financial information for corporate press releases and internal management reports.
  • Prepared/Automated Board of Directors financial and operational reports.
  • Assessment/Resolution of software (Citrix, Microsoft Office, and Hyperion Enterprise) and hardware compatibility.
  • Responsible for short-term forecasts, long range planning and actual reporting including variance analysis.
  • Resolve potential data integrity issues at the subsidiary/corporate level.
  • Design/Implementation of ad-hoc financial reports and models in Excel utilizing Hyperion Retrieve.
  • Performed financial statement analysis at the corporate and subsidiary level.
  • Assisted in the preparation of external (SEC) financial statements (10-K, 10-Q, Equity and Debt Offerings).

Confidential,Houston, TX October 1996 to March 1998
Financial Analyst

  • Provided monthly support for forecast, close and day-to-day inventory processes including budget/variance analysis.
  • Integrated SAP, Hyperion Enterprise, Micro-Control, and Hyperion (Arbor) Essbase import/export functionality in Excel to create inventory reports to streamline and provide more accurate financial data on a timely basis.
  • Created financial inventory models in Excel incorporating import/export functionality using Visual Basic applications.
  • Prepared/Automated Price Waterhouse audit requests on inventory general ledger accounts.
  • Created inventory database in Access to perform analysis not previously available.
  • Performed cost analysis; including standard cost and new vs. refurbished.
  • Performed inventory variance analysis on a weekly and monthly basis.
  • Worked with Compaq Information Management team on upgrades and improvements for inventory reporting process.
EDUCATION

Master of Business Administration

Bachelor of Business Administration

COMPUTER SKILLS

Corporate Applications

Hyperion Financial Management (HFM), Hyperion Enterprise, Hyperion Reports, Hyperion Analyzer, Hyperion (Arbor) Essbase, Micro-Control, Upstream Financial Data Quality Management (FDQM), Clarity Performance Management, Oracle Financial Analyzer (OFA), SAP, COGNOS, & ASK/Man-Man
Operating Systems
Windows (3.1/95/98/00/XP/NT & Vista), Citrix/WinCitrix/MetaFrame, & MS-DOS
Application Software
Microsoft Excel (Visual Basic), Lotus 123, Microsoft Word, Corel WordPerfect, Microsoft Access & Microsoft FoxPro

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