SUMMARY:

Resourceful, results-driven IT professional with extensive experience in leading teams across functional and organizational lines, recognized for achieving outstanding results. Excel at delivering business results utilizing technology solutions ensuring maximum results at the lowest cost. Experienced leader and advisor to business teams at all levels.Excellent communication and organizational team building skills.Highly adaptable in fast-paced, high stress, complex work environment.Build and skillfully coordinate cross-functional teams charged with all phases of project lifecycle, budget ensuring successful project completion on time, within, and in compliance with enterprise standards. Over 12 years of Hyperion experience for Finance implementation/upgrade/migration/development/support experience, both domestic and international.
15 years of professional experience with large Fortune 100 thru Fortune 500 Companies. Strong background in Accounting coupled with Financial Systems implementation. 8 years of consulting experience with Hyperion Software. Extremely versatile in skills with excellent leadership, management qualities and communication skills. Accounting Degree coupled with experience in Implementations of Financial Systems.

TECHNICAL SUMMARY:

HFM 11.1, System 9.3.1 HFM 4.2, 9.3, 11.1 & FDM, Smart View, Hyperion Reporting, HFM v4.1,Hyperion Enterprise5.5, 5.1, 6.4, Retrieve Excel, Hyperion Analyst Add-In, Hyperion Auto Pilot, Citrix, Baan, AS/400 (S2K- Software 2000), Micro Control (Financial Soft), AccPac, Power Point, Extra, BGL, JGL, Microsoft Office, Windows 95/98/2000, Lotus, Quattro, Quick Books.

MANAGEMENT CONSULTING SUMMARY:

Hyperion Financial Management
Strategic Planning & Execution

HFM EPMA v11.1.1.3
P & L Management/Budgeting

Strategic Enterprise Systems

Business Continuity Planning/Risk Management

Effective Team Building & Leadership

Vendor & Contract Management

Program/Project Management

Service Level Agreement/Management

Change Management

Process Improvement

PROFESSIONAL EXPERIENCE:

Independent HFM/FDM Senior Consultant 06/2010 to Present
Confidential,
Assisted client in upgrading HFM/FDM from 9.2 to 11.1.1.2. Client had several infrastructure related issues as well as during the middle of the upgrade underwent a major entity hierarchy structure change. Advised client of what components of Hyperion were not being used as well as crafted infrastructure and data flow diagrams. I was responsible for ensuring the smooth upgrade and transition to version 11. Client also lost a key Hyperion Administrator during the upgrade. Migrated security, metadata, data grids/forms, Smart View connections as well as data and reports. I undertook monthly close activities. These activities included updating FDM mappings, scripts, adding accounts, new users, updating rules, deploying application after metadata changes as well as keeping both 9.2 and 11.1 applications in synch during the upgrade process. Managed structure change that took place during the upgrade. Trained end users and trouble shooted issues. Main liaison between IT and Finance during upgrade. Advised client on how to improve closing process and maintain development and production environments and backup of application. Used LCM to migrate metadata from production to development environment to ensure they remained in synch.

Confidential,06/2009 to 04/2010
Sr. Hyperion Director Global Reporting Solutions (HFM SME)

Key subject matter expert for Hyperion Financial Management System 11.1.1.3 implementation at Liz Claiborne. Responsible for documenting the current state reporting environment with Financial Reporting, FP&A and other key constituents. Led the organization thru a valid business case for the need of a new consolidation tool – HFM. Developed and documented business requirements. Developed overall HFM implementation budget. Scheduled Oracle HFM demo’s with key executive team as well as negotiated a very significant discount with Oracle Corporation for license fees. Developed and managed Request for Proposal (RFP) and qualified Hyperion implementation partners. Interviewed implementation partners as well as negotiated rates. Ensured we were well staffed at the general ledger level as well as in other critical areas. Identified risk as where we were not as well staffed. On boarded Hyperion implementation partner as well as additional JDE resources to assist cleaning up the chart of accounts at the general ledger level. Managed business staff to determine the best way to clean up the general ledger chart of accounts as well as managing the development of the HFM COA hierarchy and entity structure. Developed end user security list and user security rights. Walked the Hyperion core team thru design sessions and strategy as to where best HFM fits within other Hyperion products – Essbase and Planning. Determined best practice on where to source data from G/L or data warehouse and how users will log into multiple Hyperion products. Developed strategy as to where to source planning data and at what level it should enter into HFM. Managed core project timeline/project plan/issue lists as well as headed weekly meetings to update broader user community.

03/2008 to 05/2009

Senior Hyperion Lead Analyst

Accountable for strategic planning, management, project management office, project execution, production support and development projects for the – Responsible for Global World Wide Implementation of System 9.3.1 HFM and FDM Consolidations System. Recognized for achieving outstanding results.Developed and implemented strategic technology solutions delivering business results. Managed a total budget of 3.2 million dollars.

• Command talented cross-functional teams charged with supporting companies in a centralized share service center environment, delivering end product. Enterprise Resource Management support to client base
• Involved in Full end to End implementation of System 9.3.1 – HFM & FDM.
• Maintained the relationship management acted as a liaison between I.T. and Finance as part of the project key success factors
• Gathered Requirements, Developed Design Specification, Documentation, FSD’s DCD’s as well as Test Planning - Test Scripts for UAT and System Validation with the Business.
• Coordinated efforts with the Infrastructure team to ensure all environments/servers were built to the right specifications. Managed efforts in installing SSL to Workspace servers.
• Responsible for both build of the Global Consolidations Application.
• Integrated Hyperion with SAP R3.
• Created and aligned North American Roll up and Roadmap with Global Operation groups.
• Responsible for business continuing plan and risk management for the Hyperion Application and IT Process
• Responsible for creating service level agreements with the internal business/finance partners.
• Reported progress to Executive management and Steering Committee.
• Hyperion Servers were located in Croatia – corresponded with Croatians to ensure they were running efficiently and that the configurations were correct. Corresponded throughout the organization both in USA and Eastern Europe.
• Coordinated efforts to receive SAP feeds / integration / data migration and conversion aspects
• Coordinated efforts with Finance department for timing of feeds, mapping, hierarchy structures for Accounts and Entities.
• Developed Finance Monthly Calendar with detailed timing of Hyperion Events.
• Metadata - Added Accounts, Entities, and Custom Dimensions to Hierarchies.
• Created multiple Hierarchical Rollups for both Entities and Accounts including IFRS Account Hierarchies.
• Created and modified Grids
• Created Journals and Journal Templates
• Maintained process management
• Added patches to system 9.3.1
• Run consolidations
• Created and Modified Reports in System 9.3.1 HFM.
• Research fallouts
• Run Access Queries
• Modify Rules in Rules Editor
• Created Smart View files
• Maintained User security in Shared Services
• Copy HFM Applications thru Consultants Utilities.
• Rebuilt HFM Applications
• Copy FDM Applications thru Work Bench
• Re-pointed FDM Applications
• Load files thru FDM Work Bench
• Create modify FDM locations
• Load data thru FDM
• Build/Modify VB scripts
• Create FDM Locations
• Researched validation errors
• Trained End users logging in, running reports and using Smart View.
• Trained users how to load data thru FDM.
• Maintained applications in multiple environments – production/uat/dr
• Trouble shoot issues
• Trained end users.

Confidential,Jersey City, NJ
Confidential,

07/2004 to 01/2008

Hyperion Consultant – Program Manager

Responsible for managing all Hyperion related design, build, implementation, process improvement initiatives. Responsible for budgeting, vendor management, and training management. Other responsibilities include:

• Responsible for acting as the main Hyperion expert in the merger with two worldwide leading Financial Institutions. This was over a 1 trillion dollar merger. This involved analyzing two companies’ applications and seeing which one should be incorporated as the leading application. JPMorgan Chase acquired Bank One (Chicago Based). After analysis the JPMorgan Chase application was selected and bridges were made so the JPMorgan Chase Application could take feeds from the Bank One Enterprise Application. As the merger matured general ledger feeds were merged into the JPMorgan Chase General System. At this point feeds from the Bank One Enterprise Application were shut down. Corporate reporting, Regulatory and a daily cash application were all affected. This involved creating new accounts, entities, organizational hierarchies, logic/rules and reports. Also involved transitioning users from Bank One; therefore Security needed to be updated.
• Worked with senior management to develop a three year HR IT strategy and implementation plan.
• Responsible for acting as a liaison between businesses process owners and technology team.
• Involved in the new Consolidations Tool Selection between Oracle – Systems 9 Hyperion Financial Management and Oracle Consolidation Tool, SAP-Outlook Soft.
• Added Accounts, Scenarios to Systems 9 HFM demo Application. Updated data grids.
• Took over production support when Hyperion Enterprise Administrator left the firm. Responsible for maintaining 5 applications. This includes 3 main production applications along with 2 quarterly applications.
• Supported Financial Reporting, Regulatory Reporting, and SEC reporting along with international users. There are over 800 Hyperion Enterprise Users.
• Tested new environment when Hyperion Servers were upgraded.
• Defined/Created and Executed test scripts for end users and technical test scripts.
• Established new policies and procedures for the Hyperion Enterprise department, trained current users and made structure enhancements so the system ran more efficiently.
• Updated accounts, entities, logic and reports.
• Tested Multiple SAP feeds from Mainframe download and SAP general ledger systems. Tested all feeds from all loan, accounts receivable and other systems that were decommissioned. This involved adding/modifying accounts, logic and reports.
• Using retrieve to reconcile the test and production applications at base level and consolidated levels.
• Upgraded Hyperion Enterprise with 800 users to version 6.4 from 5.5. This involved extensive testing on UAT servers for the new version as well as testing External Security Authentication.
• Conducted feasibility studies, project costing, project assignment, execution and following-up on the base-line gains from various projects.
• Led development and execution of multiple projects and assigned tasks and established project milestones/plan to project team. Managed implementation of following PeopleSoft/Oracle projects:
• Directed and managed large teams for the entire Hyperion Upgrade assessment effort. Also, communicated with management regarding scope, issues, and remediation requirements as necessary

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Confidential,Woodcliff Lakes, NJ
Confidential,

03/2004 to 06/2004

Senior Consultant - Hyperion

Responsible for managing Hyperion Enterprise.

• Upgrade Hyperion Enterprise system from version 5.5 to 6.2. This involved coordinating with end users and testing before going live in a new Citrix Environment.
• Maintained production applications updated Meta data, accounts, entities, logic and reports. Validated data during monthly and quarterly closes as well as worked with the planning department to ensure data quality was met.
• Responsible for coordinating efforts with Corporate Japan and Sony Electronics (SEL) in creating a new US Hyperion Enterprise application. Japan was constantly changing their chart of accounts and organization hierarchies that we in the United States had to incorporate into our US application. This involved creating a new application on a monthly basis, validating history and current year data. Once the new application was created and validated all users were informed so they could update their Retrieve Excel Worksheets.
• Trained users and trouble shot issues.
• Created Future State Plan
• Organized and Conducted data mapping sessions and functional design reviews.
• Provided overall conversion status report to project steering and advisory committee
• after consolidating 64 systems in ADP Comprehensive Outsourcing model
• Defined Conversion Strategy, plan & legacy data conversion road-map
• Conducted fit/gap design sessions and data mapping sessions.
• Responsible for creating Functional and Technical Specs for projects.
• Responsible for contract negotiations and performance appraisals. Provided support for HR/Payroll and Benefit Administration issues based upon pre-defined escalated procedures
• Provide technical expertise to other teams in database design, conversion engine, and Oracle technologies.
• For Sarbanes-Oxley, assisted Corporate Accounting in identifying significant business process controls within Oracle Financials and Hyperion.
• Evaluated design and operating effectiveness of controls and developed remediation procedures.
• Manage/Supervise PeopleSoft team that includes permanent employee and consultants.
• Responsible for acting as a liaison between end-user requirements and Functional User teams. This involves not only translating user requirements but also guiding end-users throughout the overall process from requirements gathering to implementation.
• Responsible for creating Functional and Technical Specs for projects.

Confidential,Dearborn, MI
Confidential,

01/2003 to 02/2004

Senior Consultant – Hyperion

• Responsible to separate I.T. functions from Ford Motor Company in order to comply with SEC rules. (Three years prior FMC spun off Visteon as a separate legal company in an initial public offering; SEC requires any spun off divisions must have I.T. functions separated within 5 years.)
• Primary function on the project is to clone the Hyperion servers and software to the new servers; responsibilities include installing Hyperion Enterprise and all related software, copying over the application and coordinating efforts to recreate and modify the code for the following: Mainframe - JCL, BAT, FTP, Autosys, CDM, Cold Fusion and Oracle.
• The current Hyperion Enterprise Process for loading data is extremely complex; it includes Mainframe, Autosys, CDM, Cold Fusion, Adobe PeopleSoft and Oracle. There are data feeds from the Mainframe, PeopleSoft and Data Collection and 2 separate Hyperion Servers - Application Server and Web Server.
• Responsible for Project Management and creating a cloning migration plan and the cutover plan once cloned, coordinating efforts to move datasets to new Mainframe and supplying all configuration settings for Servers.
• Ensure sensitive Ford Motor Company’s data is not passed over (User ID’s, Passwords).
• Coordinate and set up parallels, creating Baseline and Integration Test Cases, and responsible for Knowledge Transfer.
• Trained end users
• Created test scripts in test director.

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Confidential,Manhattan, NY
Senior Consultant - Hyperion

10/2002 to 11/2002

Consultant – Specialist in Migration from Confidential,

Assisted Client with Hyperion Metadata

• Train individual to become the Hyperion Administrator.
• Short term consulting assignment to restructure Hyperion database. This included a complete makeover of the chart of accounts, entities and reports. These were changed to mirror corporate that is located in Germany.
• Updated all accounts to match corporate accounts, entities and entity rollups to match corporate entities, which included creating new Organization rollups.
• Created new reports to adhere to corporate reporting requirements.
• Created new Essbase templates to load data from Hyperion Enterprise to Essbase Templates.
• Trouble shot Ledger Link load process and shortened initial 3-hour data load timeframe to less than 10 minutes.

Confidential,Manhattan, NY
Strategic Consulting Service Group

08/2001 to 10/2002

Business Management Consultant – Specialist in Migration from Legacy System Group

• Created Requirement Specification Documents for the engagement, including gathering of information and formally documenting all requirements, providing gap analysis to client, and resolving gaps to implementation, testing and training of staff.
• Programmed the information on excel and eventually into Enterprise.
• Enhanced current I.T. procedures at a multi-billion dollar company;
• Renamed Entity and Account Label’s for subsidiary applications to match corporate Application. There were over 400 departments to be renamed with a new naming code by Country/City/Office and Corporate numbers. Conversion tables, entity lists and reports were also updated.
• Provided recommendations on current processes. Updated Excel Templates for Citrix/Non Citrix where field offices inputted data. Ensured cells were locked and worksheets had been protected. Wrote new Logic for several off to the side tasks.
• Created several shell applications for testing of data loads and verifying accuracy of these loads. Performed Data Conversion and Validations. Brought new Companies onto Hyperion with regional rollups. Rolling forward retained earnings. Created Account/Entity Conversion Tables and Account/Entity Lists. Created several organization structures. Created new reports, sets, books and retrieved excel sheets. Administrated and developed a development application from inception to production.
• Performed Dollar overrides for currency translations

Altera, San Jose, CA
Confidential,

05/2000 to 07/2001

Hyperion Enterprise Database Architect – Specialist in Migration from Legacy System Group

• Participated in Hyperion Enterprise implementations of newly acquired domestic and international companies.
• Supervised the upgrade of Enterprise from 4.6 to 5.1. Approximately 30 workstations were upgraded, plus Citrix users and the Hyperion Server.
• Responsible for coordinating Hyperion projects including mapping of data, installation of Hyperion, modifications, and reporting, account mapping and Logic (Logic includes Formulas within the Chart of Accounts and Entities).
• Trained existing and new users on Enterprise to ensure maximum benefit. Created training documents for over 70 users.
• Responsible for coordinating the monthly/quarterly closes with the Financial Planning and Analysis Group (FP&A). Ensured data was loaded, locked and all categories were updated. Communicated to FP&A the current status of Enterprise.
• Altera Corp. also used Enterprise for forecasting, this included creating schedules, sets for data input and managing a forecasting module that interfaced with Enterprise for Headcount and Capital Expenditures.
• Maintained multiple applications within Enterprise, including one for International Companies that was used for currency translation. Created several Organizational Structures and Department/Entity rollups.
• Performed data extracts and loads to Hyperion from Baan. Also, created and exported data from Retrieve Excel to the Enterprise Database. Special spreadsheets were made with Hypval functions for analysts to perform analysis. Assisted users in creating and saving Analyst queries.
• Created and managed security for users, including auditing of current access and new access, documenting results and ensuring that users had read/write access to only their specific job functions. Performed operational audits to make sure security was being managed correctly.
• Created and managed Hyperion Reports for analysts (Actual, Current Forecast, and Prior Forecast).
• Scheduled all category consolidations. Created Account and Entity Conversion Lists either dynamic or fixed.
• Performed back up and monitoring of the database.

Confidential,Burbank, CA
Strategic Consulting Cable TV Network and International Theatres Divisions

10/1997 to 04/2000

Senior Financial Analyst

• Assisted in the Hyperion implementation within International Theatres for Warner Bros.
• Performed quality control testing for the data conversion post implementation, tested the financial data on both parallel systems for accuracy and completeness, documented discrepancies, provided consolidation of the divisional chart of accounts, and ensured all fields in the chart of accounts were accurate.
• Responsible for quarterly financial reporting of P&L and balance sheet, including detailed variance analysis.
• Prepared trend analysis by markets, weekly gross revenues, revenue recognition analysis, sales contract analysis, and profitability analysis. Performed analysis of revenues from customers and revenue recognition issues.
• Reported directly to senior management for issuance of management reports for earned and unearned revenue by title. Prepared revenue split, gross profit, and legal analysis.
• Designed, developed and implemented budgeting systems. Prepared annual departmental and divisional budgets. Responsible for mid-year plan and five-year projections.
• Implemented policies and procedures to an exponentially growing division. Performed extensive analysis of the business cycle and phases of heavy start up costs. Prepared demographic analysis. Performed analysis of covenants and key ratios.
• Reviewed and consolidated financial statements for 120 sites in 6 countries submitted by joint ventures. Issued home office financials. Prepared supporting schedules, management reports, and legal analysis reports.
• Maintained and prepared domestic and job costing general ledger, prepaid, and accruals.
• Reconciled investments in joint ventures and reconciled inter-company balances with international affiliates. Performed foreign currency translation and hedging analysis. Participated in the Ernst & Young year-end tax audit.

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Confidential,Los Angeles, CA
Universal Recreation Group/Division

05/1995 to 10/1997

Financial Analyst

• Participated in the AS/400 Software 2000 (S2K) implementation for Hilltop Services, which included four departments. Performed data conversion with the programmers and analyzed the results of the conversion from the system in report form and detail transaction form. Tied out the financial information from the old system (ACCPAC to AS400-S2K).
• Responsible for two general ledgers for multiple units (Hilltop Services and Victoria Station). Issued and compiled financial reports on a monthly, quarterly, and yearly basis inter-company balancing for 30 companies.
• Performed monthly, quarterly, and yearly reconciliation of all balance sheet accounts. Responsible for accruals forecasting and budgeting, including variance analysis from projected/outlook/actual.
• Responsible for cash projections and cost pricing analysis. Remitted monthly sales tax reports and supervised
• the California sales tax audit. Audited monthly and quarterly physical inventory and petty cash accounts.

EDUCATION:

Bachelor of Science, Business Administration, major - Accounting

Business Administration, Accounting/Finance Management

TRAINING:

Systems 9.3.1 Hyperion Financial Management (HFM)
Systems 9.3.1 Hyperion Financial Data Quality Management (FDM)
Systems 9.3.1 Hyperion Financial Reporting
Systems 9.3.1 Hyperion Financial Management Create Rules (HFM Rules)
Hyperion Financial Management (HFM 4.1)
Hyperion Financial Management (HFM 2.1)
Hyperion Enterprise Administrators Fundamentals (Hyperion Enterprise 5.5)
Hyperion Enterprise Administrators Fundamentals (Hyperion Enterprise 5.1)