SUMMARY:

• An MBA, Certified PeopleSoft Financials professional with years of progressive accounting, finance, reporting and implementation experience with mid - size to multinational companies.
• Proven ability in completing concurrent projects with demanding deadlines.
• Superior skills to resolve difficult business issues using creativity and professional judgment.
• Financial systems and reports designed during a fifteen-year time frame remain in place and performing as expected.
• PeopleSoft GL, nVision, Query and Report Writing expert. Wrote 1,000+ financial & operational reports for various companies, for internal & external purposes. Taught several nVision and Query classes.

EXPERIENCE:

Confidential

Principal - Financial Systems Implementation and Reporting Expert

Responsibilities:

• Key PeopleSoft GL/Reporting person for GL/Accounting/SEC Reporting teams while Company was beginning an implementation for a new Cloud based Global System.
• Streamlined over 6,000 nVision Reports into 1,000 through better report writing and archiving, saving the Company time, resources, duplicative efforts while creating efficiency and consistency in Reporting. Also created a clean Reports starting point for new system.
• Performed set up changes and corrections to numerous GL processes such as Journal Generator, Accounting Entry Definition, Combo Edits, Allocations, Consolidation, Equitization, etc.
• Wrote extensive Training guide for nVision as well as high level concise summary version.

Confidential, Greenwich, CT

Responsibilities:

• Re-engineered entire Reporting Structure for this Clinical Research Organization.
• Company previously had over 1,000 nVision reports, trimmed the list down to 200 meaningful and non-redundant reports for management. Wrote several new reports that were very well received by Senior Management and Board of Directors.
• Also incorporated a complicated Calendar Change to accommodate all reports for different time periods.
• Wrote several new PeopleSoft TimeSpans to accommodate a Calendar Change for the company. Company went from Fiscal year (Oct-Sept) to traditional Calendar year (Jan-Dec). Very involved process. No issues whatsoever after Calendar Change was completed.
• Corrected set up for many G/L processes, such as Trees, Revaluation, Translations, and Consolidations.
• Trained US, UK and Italian subsidiaries in new Reporting processes.

Confidential, NYC and Warren, NJ

Subject Matter Expert/GL architect

Responsibilities:

• Worked on a $100MM Global Finance Transformation project, developed a new Accounting Engine that could handle Multi-GAAP processing and reporting.
• Wrote the Functional Requirements Document for Accounting Engine for Equity Compensation.
• Key decision maker for design considerations in GL as well as Accounting and Reporting leader.
• Trainer for Offshore team of twelve accountants, to solidify their understanding of the accounting and financial design.
• Conducted extensive review of existing PeopleSoft GL and made recommendations for improvements.

Confidential, Basking Ridge, NJ

Responsibilities:

• PeopleSoft (“PS”) 8.4-9.1 Upgrade: an extension of the Manager of Financial Systems, key liaison for GL group of 40.
• Wrote numerous Training documents for PS 9.1 GL: PS Core Steps with client specific data and customizations, in easy to understand language with screen shots, yet very technically proficient.
• Allocations - Set up over 300, GL group commented first time in 10 years process ran completely flawless. Saved numerous hours of monthly close time.

Confidential, Pearl River, NY

Vice President

Responsibilities:

• Managed over seven full scale implementations, each one completed on time and under budget. Managed Financial Systems Team as well as external consultants.
• Wrote over 500 nVision Reports and Queries, dynamic and scalable - reports and queries unchanged and still in use today.
• Directed functional phases of projects including: Charter, Project Planning & Budget, Fit/Gap Analysis, Interactive Design Prototype Sessions, Design, Testing, Conversion, Reporting, Training, Cut-Over/Go Live, and Post-Production Support. Actively interfaced with Steering Committee and IT Managers. Projects included:
• England rollout of PS Billing module - created a custom interface that seamlessly reported customer profitability to the GL and subsidiary modules (one year project).
• Germany rollout of PS GL, AP, AR, BI, nVision and Query (one year project).
• England rollout of core PS Suite (GL, AR and AP, nVision and Query), a nine month project.
• Implemented U.S. PS Billing and Custom Contracts module (in a PeopleTools environment).

Confidential

Functional Lead and Subject Matter Expert

Responsibilities:

• Initial implementation of PS GL, AP, AR, including nVision and Query, a nine month project. Extremely successful conversion of three years of audited financial data to the new PS GL. Also led upgrade from PS version 7.5 to 8.0.
• Implemented a complex Inventory and Liability Tracking System representing the Controller’s Group.

Confidential, Wayne, NJ

Manager of Financial Analysis

Responsibilities:

• Responsible for financial analysis and planning for the R&D Division.
• Re-engineered all Financial Reporting, Planning and Analysis under a Restructuring Plan that achieved a $250K reduction in cost.
• Assisted in a SAP implementation.

Confidential, Pearl River, NY

Assistant Director of Finance - International Operations

Responsibilities:

• Responsible for Financial Accounting and Reporting for ten International Companies, supervised a Staff of three Professionals.

Confidential, Teaneck, NJ

Controller

Responsibilities:

• Direct accountability to CFO for Financial Reporting and Accounting.
• Supervised an Accounting Staff of six professionals.
• Responsible for all Financial Accounting, Reporting and Analysis, reporting to the Controller.
• Significantly reduced year end audit field work from two months to two weeks by writing a financial reporting package.
• Saved over $40,000 in audit fees.