SUMMARY:

Versatile financial/financial systems professional with over 20 years experience. Strengths include: IS - HFM and FDM/FDMEE development and implementations, system conversions and report development and writing; financial accounting - planning and analysis, financial modeling, audits, reconciliation, reporting, adjustments and closing; cost accounting. Emphasis on quality, efficiency and corporate objectives.

COMPUTER COMPETENCIES:

HFM, FDM, FDMEE, Hyperion Financial Reporting, DRM, Smartview, Maestro, Visual Basic, MSAccess, Excel

PROFESSIONAL EXPERIENCE:

Confidential, Richmond, VA

Responsibilities:

• Validation of rule calculations and date.PBCSl
• Solicit and review bids for implementation.
• Negotiate license pricing with Oracle
• Project management
• Subject matter expert
• Assist with development of HFM, FDMEE 11.1.2.4, reports development and data validation
• Create forms for entry of supplemental data .in HFM 11.1.2.4
• Update member lists and metadata
• Provide HFM 11.1.2.3, FDM 11.1.2.3, Financial Reporting and smartview support.
• Develop and test enhancements and changes of HFM and FDM applications.
• Coordinate and support separation of application for spin-off of companies
• Security and user access.
• Trouble shoot user problems
• Provide HFM 11.1.2.2, FDM 11.1.2.2, Financial Reporting and smartview support.
• Develop and test enhancements and changes of HFM and FDM applications.
• Coordinate migrations to Production
• Update, create and run Maestro jobs and schedules.
• Trouble shoot user problems and interface with Oracle support
• Provide HFM 11.1.2.2, FDM 11.1.2.2, Financial Reporting and smartview support.
• HFM metadata and rule changes.
• Provide recommendations for improvements in HFM application.
• Provide FDM 11.1.2.2 support during parallel including but not limited to mapping and rules changes.
• Mapping and load planning data to HFM 11.1.2.2.
• Provide HFM 11.1.2.1 support during parallel and go live including but not limited to modification of rules, metadata and member lists .
• Create supporting documentation.
• Migrate HFM application from 11.1.1.3 to 11.1.2.1 using life cycle management. Migrate FDM and FR from 11.1.1.3 to 11.1.2.1.
• Develop FDM import formats and mapping tables to load Hyperion Planning data to HFM, to load 11.1.1.3 Planning data to new 11.1.2.1 Planning applications and to load new Oracle eBS data to Plannning and HFM.
• Design, build and implement new HFM application in 11.1.2.1 using new Oracle member names and hierarchies. Update rules and member lists. Create or update Financial Reports
• Create application documentation.
• Provide ongoing support.
• Design, build and implement new FDM 11.1.2.1 using both HFM and Planning target adapters for multinational corporation. Automated batch processing. Create webex training sessions. Documentation.
• Assist with HFM 11.1.2.1 implementation
• Design, build and implement new HFM 11.1.2.1 application with historical dollar overrides, custom currency translation and custom consolidation rules. Documentation
• Oversee FDM application development. Update mapping tables, scripts and load data. Documentation.
• Convert financial reports to FR 11.1.2.1
• Review and resolve issues with prior FDM/HFM 11.1.1.3 implementation.
• Review and resolve issues with data loads to HFM via FDM and Hyperion Reports 11.1.1.3.
• Develop translation, cash flow and allocation metadata, rules and member lists.
• Validation of associated data.
• Design and develop smartview worksheets.
• Redesign HFM application for data input at local currency rather than USD.
• Requirements gathering.
• Reverse translate USD data to local currency and validate
• Design, development and implementation of FDM application.
• Requirements gathering.
• Documentation of design.
• Data conversion.
• Design and develop smartview worksheets.
• Design, development and implementation of FDM
• Requirements gathering.
• Data conversion.

Confidential, Richmond, VA

Application Software Development Principal Consultant

Responsibilities:

• Provide HFM and FDM/FDMEE expertise.
• Develop financial reports.
• Design and develop smartview worksheets. Knowledge transfer.
• Implementation of HFM, FDMEE and Financial Reporting 11.1.2.4 for Country by Country reporting

Confidential, Charlotte, NC

Sr. Consultant

Responsibilities:

• Design, development and implementation of HFM and FDM 11.1 applications including but not limited to metadata design, rules, member lists, forms, grids, mapping tables, import formats and scripts.
• Data conversion.
• Design and develop smartview worksheets. Knowledge transfer.
• Fusion 11.1 HFM/FDM implementation for multinational company using EPMA and Calculation Manager.
• System 9 FDM implementation for multinational company.

Confidential, Richmond, VA

Consultant

Responsibilities:

• Design, development and implementation of HFM and FDM applications including but not limited to metadata design, rules, member lists, journal entries, forms, grids, mapping tables, import formats and scripts.
• Data conversion and reconciliation.
• Design and develop Hyperion Reports.
• Design and develop smartview worksheets. Train users.
• Design, development and test of FDM application due to the redesign of the metadata structure of the HFM application for a multinational company. Troubleshoot and resolve issues.
• System 9 HFM/FDM implementations for multinational companies.
• Make recommendations for process improvement.
• Act as HFM/FDM administrator.

Confidential, Dallas, TX

Sr. Consultant

Responsibilities:

• Design, development and implementation of HFM and FDM applications including but not limited to metadata design, rules, member lists, journal entries, forms, grids, mapping tables, import formats and scripts.
• Data conversion and reconciliation. Design and develop Hyperion Reports.
• Design and develop smartview worksheets.
• Train users.
• System 9 HFM/FDM implementation for multinational company.
• Report Development.
• Develop smartview worksheets.
• User training.
• User training for Australian division of multinational company.
• Design grids and forms to assist with monthly reporting.
• Develop FDM import formats.
• Process documentation for multinational company.

Confidential, Richmond, VA

Financial/Accounting Consultant

Responsibilities:

• Assist with design, development, implementation and support in the conversion from Hyperion Enterprise to Hyperion Financial Management involving users in 55-60 countries. Maintain/develop metadata, rules, member lists in Hyperion Financial Management. Develop reports in Hyperion reports. Assist users with issues/questions.
• Develop conversion logic and methodologies, mapping tables, import formats, logic groups, scripts, etc for Upstream to import data from source system to Hyperion Financial Management. Troubleshoot user issues.
• Assist with training in Upstream and Hyperion Financial Management.
• Conversion of historical data from Enterprise to Hyperion Financial Management.
• Processing of inter-company billing, supporting journal entries, reconciliations and analysis including foreign exchange rate. Process improvement and redesign.
• Provide financial support and expertise for project initiatives and monthly close process for Staff groups. Variance analysis, transaction tracking and reporting, account reconciliation and documentation, spreadsheet modeling, develop reports and other financial analysis and project tracking and reporting.
• Responsible for the Texas Department of Insurance call for data for 12 agencies and 4 underwriters.
• Manage accounting functions related to securitization trusts including journal entries, reconciliations, reporting and analysis. Daily cash movements. Month end close and reports.

Confidential, LeRoy, NY

Manager Financial Planning and Analysis

Responsibilities:

• Redesign of WIP inventory access database reducing time to value inventory from 3-5 days to 1-2 hours by eliminating the need for manual calculations of Wip.
• Developed linked spreadsheets and access databases for download of data from the mainframe to expedite the closing process as well as business unit financial statement in Mapics and excel.

Confidential, Rochester, NY

Financial Analyst

Responsibilities:

• Reporting to the VP of Finance.
• Financial analysis and reporting for various segments of legal business including analysis by offices, departments, clients and individual attorneys.
• Coordinate annual budget process and provide forecasts of revenue and expenses.
• Analysis of budget variances.
• Establish standards for management and financial reports. Financial analysis for clients as needed.
• Preparation of annual Confidential Survey and Census documents.
• Developed management and financial reports in IQ/objects and FRX.
• Developed templates in Wordflow for invoicing and real estate transactions.
• Developed access database for annual budget.