SUMMARY:

• I have solid experience as a Project Manager, Business Analyst, Financial Analyst, and Finance Manager; thus I consider myself to be a professional hybrid having experience in both Process and Technology.
• I have over 18 years of multi - disciplinary experience in Finance, Accounting, Information Technology, Data Management, Program / Project Management and Business Analysis; including 5+ years in Big 4 Accounting and Consulting.
• I have been a leader on ERP projects along with Enterprise / Corporate Performance Management, and Business Intelligence / Data Warehouse + Data Mart projects.
• I have managed multiple software application development and enhancement projects from inception through completion ensuring alignment across each project.
• My experience also includes a concentration on the development and implementation of Financial and Business Intelligence processes and systems. I have broad IT experience across multiple technology components (Mainframe, UNIX, etc.).
• Business Analysis and Program / Project Management experience also includes documenting business process requirements for application designs and solutions plus all project artifacts including business requirements development, proposal creation and negotiation, account management, merger acquisition and divestiture strategy, resource management, and project change requests.

FINANCIAL AND OPERATIONAL SYSTEMS PROFICIENCY:

• Hyperion, Planning, MDM, FDM, HFM, Essbase (v11.1.2.x)
• Financial Planning, Budgeting, and Forecasting
• Cognos
• Activity Based Costing / Cost Accounting - Management
• PeopleSoft, Oracle, J.D. Edwards, Great Plains, SAP
• Management & External Reporting
• MS Project, MS Project Server, Clarity PPM
• Finance Transformation & Optimization
• SAS ABM, QlikView
• Business Analysis, Change Management
• MS SharePoint, MS Visio
• Program / Project Management
• Technology Management Advisory Services (tool selection, systems architecture & alignment, systems integration, data management, governance, etc.)
• SDLC (Waterfall, Agile, SCRUM, Lean)
• Strategic Planning, Earned Value Management

TECHNICAL SKILLS:

Desktop Applications: Microsoft Excel, Word, Access, PowerPoint, SharePoint, and Visio

Languages: SQL and Visual Basic

Enterprise Resource Planning (ERP) Systems: SAP, PeopleSoft, and Oracle

Financial and Business Intelligence Programs: QlikView, Business Objects, Cognos, and Hyperion

Project Management Applications: MS Project and MS Project Server

PROFESSIONAL EXPERIENCE:

Confidential, Houston, Texas

Project Manager

Responsibilities:

• Provided database administration within the Business Analysis & Reporting department for 11 Microsoft Access databases that calculate Confidential IT cost allocations for all 35+ SAP instances and all Non-SAP applications.
• Managed Chart of Accounts (GL, etc.) development / implementation, Finance Optimization (including Change Management), and ERP (SAP) vendor selection. Provided cost accounting analysis for manufacturing re-engineering initiative.
• Directed current state and Confidential analysis of Planning process and Systems Analysis of Clarity PPM, SAP, and SharePoint.
• Completed analysis of planning process for all upstream oil & gas processes and applications; developed initial functional and technical designs (SDLC) for Agile implementation of optimized planning process and Confidential (v11.1.2.x).
• Proficient with Confidential ’s Requirements Management tools plus TPPM (Technology Portfolio & Project Management).

Confidential, Oakland, California

Project Manager / Business Analyst

Responsibilities:

• Program / Project Manager and Business Analyst within the Information Technology Services department at the Confidential, Office of the President ( Confidential )
• Program Manager for the Procurement Division’s initiative implementing a program of 6 projects: 1. Spend Analytics, 2. SciQuest E-Procurement, 3. Data Mart, 4. Human Capital, 5. Process Transformation, and 6. Procurement Portfolio Management. Utilized a Change Management approach to facilitate optimization and standardization of processes and then systems.
• Provided guidance in the development of IT PMO policies and procedures and implementation of MS Project Server.

Confidential, Milpitas, California

Manager, Program Management Office

Responsibilities:

• Provided Program and Project Management plus Change Management within Finance for critical path Finance projects.
• Designed, developed, and implemented the structure for the Finance Program Management Office (FPMO).
• Developed and implemented the Financial Consolidations & Reporting Process (Income Statement, Balance Sheet, etc.) which included the development and implementation.
• Prepared and managed all related System Development Life Cycle (SDLC) artifacts, including the requirements document, Requirements Traceability Matrix, project plan, resource plan, process models and workflows, functional and technical design, test plans, security roles and permissions matrix, project change requests, training documentation, status reports, approve project budgets and expenditures, monitor transaction controls and costs against budgets.
• Authored and implemented regulations and process for Capital Expenditure Policies and Procedures (Capital Asset Management).
• Focus included Supply Chain optimization, with an emphasis on minimizing operating costs (including manufacturing costs, transportation costs, and distribution costs).
• Created and implemented an enterprise-wide KPI Reporting Process and Executive Dashboard which included the implementation of a QlikView KPI Dashboard reporting tool.
• Lead Finance consultant for the entire organization on the “One ERP” integration project; analyzed the functional and technical aspects of both legacy Oracle and legacy SAP ERP instances; developed implementation roadmap, which included Change Management design, for migration to new SAP instance for the merged entity.

Confidential, San Francisco, California

Project Manager

Responsibilities:

• Project Manager for the Confidential (v11.1.2.x) implementation (Agile/Scrum) and integration with SAP (FICO).
• Directed an enterprise-wide Business Intelligence solution while providing project management expertise and delivery ensuring compliance with Confidential
• IT PMO policies and procedures working closely with Finance Process Owners, Finance Project Leads and IT Project Sponsors.
• Incorporated Change Management approach within all project procedures.
• Included a detailed vendor selection analysis, plus the design and management of all vendor contracts: software, hardware and consulting support and the review and approval of contracts, cost proposals and contract supplements. Prepared sub-agreements and review and input sub-consultant invoices to ensure contact compliance.
• Prepared and managed all related System Development Life Cycle (SDLC) artifacts, including Use Case with descriptions and maps, business requirements documentation including review and approval of the documentation of business processes, project plan, resource plan, technical design, reports layouts, data migration functional specifications, data warehouse-data mart design, project gate reviews, project change requests, test plans with test scripts, UAT workshops, acceptance and evaluation criteria, development of the project budget, issue & risk tracking logs, and status reports.

Confidential, San Francisco, California

Manager, Finance and Technology

Responsibilities:

• Practitioner within Confidential ’s Financial Management Consulting practice, focusing on Financial Services and Industrial Sector clients within Confidential ’s Global Business Services - Business Performance Management group.
• Designed structure for modification of Parent / Subsidiary Legal Entity structure for Inter-Entity Processing.
• Created and implemented new Arms Length Accounting ( Confidential ) Group Codes and process.
• Authored Current State Analysis, Future State Road Map, and all subsequent project artifacts.
• Re-engineered Budgeting, Planning, and Forecasting policies and procedures for the FP&A department.
• Implemented Cognos Planning, which also included a software selection analysis and integration with SAP.
• Prepared and managed all related System Development Life Cycle (SDLC) processes including development of the project budget (>$5mm USD) and data management-data mart design.
• Re-designed Consolidations / External Reporting function for optimization utilizing a structured Change Management approach.
• Provided functional and technical assistance for the implementation of Confidential (HFM (v11.1.2.x)).
• In delivering value-added consulting services employed various methodologies including IT Value Based Analytics, IT Chargeback, Activity Based Costing, Cost Accounting / Management, Finance / Business Transformation-Optimization; Change Management, Business Intelligence, Strategic Planning, Earned Value Management, plus Technology Management Advisory Services.

Confidential, South San Francisco, California

Senior Business Analyst

Responsibilities:

• Developed a Business Intelligence planning solution for the Corporate IT ( Confidential ) department while assisting with all current Planning (Budgeting and Forecasting) activities; analyzed current state for Process Optimization Plan (including Change Management).
• Provided financial and business analysis to support upgrade of current SAP instance focusing on core financial module (FICO).
• Managed the optimization of all Capital Expenditure Policies and Procedures, including guidelines and publication of the new enterprise-wide policy.

Confidential, San Francisco, California

Senior Associate

Responsibilities:

• Strategy & Operations practitioner, specializing in CFO Services consulting providing project and program management for Financial Services, Technology-Media-Telecommunications (TMT), and Manufacturing clients.
• Associate Project Manager supporting a national insurance company.
• Completed a Business Intelligence Planning tool selection and then implemented Hyperion Planning (v11.1.2.x); developed project budget (>$2mm USD) and all SDLC processes and documentation including data warehouse - data mart design.
• Stream Lead for a global scientific machinery and technology manufacturing company.
• Designed management and external reporting policies and procedures for divested organization (new company).
• Created Functional Currency design, process, and procedures, and provided implementation training and reporting.
• Developed Day-One Services design and Change Management procedures to support both parent and divested organization.
• Supported migration and implementation of an Oracle ERP (v9i) system for new company.
• Process Lead for both Financial (GL) and Operational (Supply Chain) modules.
• Project methodologies included Business Intelligence Management (Planning Optimization), Activity Based Costing, Finance Transformation, Strategic Planning, Earned Value Management, Change Management, Technology Integration, Process Improvement; and Sarbanes-Oxley (SOX) readiness certification, remediation, and sustainability.

Confidential, San Bruno, California

Program Manager / Senior Analyst

Responsibilities:

• Developed Shared Services Chargeback Program utilizing Activity Based Costing (ABC), including IT Chargeback for the Information Technology division.
• Developed Current and Future State analysis and Program Road Map including Change Management and Training Plan.
• Provided IT Capacity Planning assistance in developing usage and performance metrics.
• Managed solution for optimizing Business Intelligence Planning process which included a Confidential upgrade.
• Project Manager (Associate) on the Oracle ERP (v8i) implementation.
• Developed new General Ledger ensuring compliance with ABC methodology.
• Co-authored new Chart of Accounts ( Confidential ) and Management Hierarchy.
• Managed all related System Development Life Cycle (SDLC) artifacts, including the requirements document, project plan, resource plan, technical design, test plans, development of the project budget (>$15mm USD), and status reports.

Confidential, Foster City, California

Project Management Consultant

Responsibilities:

• Developed program for IT Chargeback utilizing Activity Based Costing (ABC) and Cost Accounting / Management.
• Created the Utility Model, an advanced analysis & reporting tool that utilized both MS Excel & MS Access, which established the cost basis for all VISA Products & Services.
• Project Manager (Associate) on the Oracle Financials (v8i) implementation.
• Co-authored creation of the new General Ledger and Management Hierarchy, ensuring compliance with ABC methodology; assisted with the creation of the new Confidential .
• Ensured enterprise-wide compliance with VISA Project Management Methodology and managed the Request Management System (RMS), a VISA proprietary project portfolio management application.
• Provided financial analysis for the Processing Services Division with an emphasis on project tracking, estimating, funding, budgeting, forecasting, planning, and project budget prioritization; managed solution for optimizing Planning process.