Performance Management • Operations • Business Process Transformation

Strategist, change leader, and driving force behind technology advances and business improvements that support corporate objectives.
Certified Public Accountant, MBA, manager, and consultant with a career-long record of innovation and results,leading technology operations for Fortune 100 enterprises with challenging financial and information processing needs. Expert in developing and aligning technology strategies with corporate goals and driving major initiatives through dispersed and complex enterprises.
Broad range of complementary strengths, from vision/strategy and tactical execution through upper management communication/presentation to gain support for major change initiatives.
Reliably delivers cost savings, efficiency improvements, cycle-time reductions, and profitability enhancements through leading-edge methodologies including Hyperion ESSBASE, SQL Server, and Microsoft Office. Expanded role to include business development and involvement in all key business initiatives.

Over 20 years of combined functional and technical expertise in enterprise performance management solutions with the Oracle Hyperion suite of tools.

Professional Experience

Confidential, 2011
Senior Functional Consultant/Solution Architect

Experienced senior designer and developer of value based planning and strategy solutions for companies in Healthcare, Transportation, Manufacturing and Higher Education. The strategic model captures the value drivers in an integrated tool which adds quality and efficiency to the strategic planning initiatives of clients. Expert at Perficient relating to cost & profitability and how to integrate in a Hyperion Planning solution. Involved in a number of pre-sales engagements related to cost & profitability and value based BPM.

Strategic Initiatives

• Senior Architect and Developer on planning system of key clients in Manufacturing, Healthcare, Transportation and other industries.
• Author of a weekly blog on advanced analytics/planning and value based BPM.
• Expert instructor on Hyperion Planning, Smartview and Essbase development classes offered through Oracle and Perficient
• Building a business model to integrate Sales/Operations and Finance by mapping the value drivers (Growth, Efficiency and Financial) across the enterprise to add quality and efficiency to the corporate planning process.

Confidential, 2001-2011
Manager, Marketing/Accounting Process Transformation Lead

Strategically focused efforts to examine existing processes and matrixes, and design and implement analytical and forecasting tools to transform outdated processes to state-of-the-art applications. Tools developed to assist executives and managers manage ROIC have been the leading factor in increasing ROIC.

Strategic Initiatives

• Developed and implemented predictive analysis, reporting, and planning tool for upper management, resulting in increasing ROIC by over 2%; each 1% increase in ROIC is the equivalent of $20 million in cash flow.
• Built planning, budgeting and reporting tool for finance based on a driver-based
  methodology; the tool has won numerous awards.
• Created a tool to link operating ratio at a detail level with ROIC which enabled marketing managers better understand and manage their customers who use the railroad for shipping.
• Implemented an exception reporting tool used to identify possible anomalies, allowing management to be more proactive in managing the business process at an operational level.
• Developed tools to manage contribution margin and operating ratio; and planning, budgeting and reporting tools for marketing.
• Developed a SQL Server and Essbase model for predicting future results based on underlying drivers which will help BNSF become more proactive in the new business environment.

Confidential, 1998-2001
Senior Application Consultant and Business Process Thought Leader

Developed and implemented decision support system for large Fortune 500 companies for planning and analysis. Consulted with and worked closely with end users to develop a system that assisted them in completing analysis on a timely basis.
Performed project management from the start of projects to their completion. All projects were completed on time and additional phases were started to develop enhancements to the financial systems.

Confidential, 1991-1997
Financial Analyst

Strengthened technology applications to increase predictive analysis forecasting and reporting; long-range planning; and decrease operational efficiencies.

• Built asset portfolio model that increased annual cash flow by an estimated $3 million
  by identifying and eliminating areas with sub-par returns on investments.
• Developed tax-fixed asset system, recapturing $3.5 million of cash flow and reducing analysis
  by 800 hours.
• Developed and implemented a key financial benchmark system, enabling the company’s
  business unit general manager in analyzing areas of responsibility within two days after
  end of month instead of two weeks.
• Systemized monthly variance analysis between actual and budget and proposed plans to
  web-enable, to identify areas of overspending on a real-time basis.
• Upgraded ESSBASE Fixed Asset cube, permitting quicker analysis of after-tax effects
  from sales of particular assets for the company’s merger and acquisition group.
• Innovated the company’s budget drilling inventory process, which allowed for “what-if” scenarios and reduced initial budget process by two weeks.
• Developed a system using ESSBASE, Microsoft Access, Oracle Database tables used
  for working capital and cash flow analysis.
• Set up company-wide Microsoft Access training classes for employees up to the executive
  level in various functions.

Education

M.B.A., Business Computers and Management Science; Statistics and Business Forecasting
B.B.A., Accounting

Technologies

Hyperion ESSBASE; Hyperion Analyzer; Hyperion Planning
Visual Basic for Application including Integration of ESSBASE
SQL Server 7; SQL Server 2003/2008
Microsoft Office 2007
CorpTax-tax software
RAZZA Administration and Fundamentals (BNSF proprietary)
Hyperion Planning (Latest Version)
Excel Add-in with API in VBA

Professional Development

Reengineering the Budgeting and Planning Process – Value Based Strategic Planning (a term I coined)
Predictive Analytics to enhancebusiness performance management process
Tool selection matrix for business performance management solutions
Training classes for employees at BNSF and clients of Perficient on Hyperion Planning and Essbase
Developed a unique Project Management methodology for the transportation industry for BPM solutions
Research and presentations on Process Based Accounting (Lean Accounting and Activity Based Costing)

Professional Affiliations And Certifications

Member, American Institute of CPAs (AICPA)
AICPA Certified Information Technology Professional (CITP)
Certified in ESSBASE Version 6