SUMMARY:

Seasoned professional with over 20 years of experience in identifying problems, leading projects from start to finish, and implementing innovative solutions. Strong skills in strategic planning, designing, developing, testing, and implementing customized database solutions to transform data into strategic information consumable by senior business decision makers and stakeholders.

MAJOR STRENGTHS:

• Certified by Project Management Institute as a Project Management Professional (PMP)
• Unparalleled ability to assess a problem, quickly distill salient details, and communicate them effectively with multiple levels of stakeholders.
• Excellent forensic database skills.
• Extensive conversion and implementation experience within a wide variety of ERP and GL systems in Healthcare, Mortgage, Banking, Government, Manufacturing, Automotive, Chemical and Transportation industries.
• Bridging the technological gaps between existing systems to provide needed reporting via user friendly interface.

TECHNICAL SKILLS:

Database: Certified Microsoft Access Specialist

Microsoft: Certified Microsoft Excel Specialist, proficient in Microsoft Office suite

Other: Oracle EBS r12, Lawson GL, InfoLease, JD Edwards, McKesson STAR, Siemens Invision, Meditech, Crowe RCA (Revenue Cycle Analytics), SAS EG, Business Objects, Spreadsheet Server, ERPs: ASI, JBA, Glovia

PROJECT EXPERIENCE:

Confidential, Nashville, TN

Financial Project Manager

Responsibilities:

• Implementation of Confidential 606 (Revenue from Contracts)
• Data analysis, gathering requirements, scoping relevant customers

Confidential, Nashville, TN

Financial Consultant & Reporting Analyst

Responsibilities:

• Building all reporting via Spreadsheet Server/Oracle EBS r12
• Supporting controller & staff during transition from Sunguard to Oracle

Confidential, Nashville, TN

Financial Consultant

Responsibilities:

• Reconcile InfoLease portfolio to Oracle EBS conversion data
• Testing all financial transactions for 13,000+ contracts for conversion.
• Support transition to Oracle EBS vR12 from InfoLease.

Confidential, Nashville, TN

Project Manager & Database Architect

Responsibilities:

• Total design, development, testing and deployment of custom MS Access database solution for multiple hospitals’ doctor’s lounges.
• System houses multiple product masters & costing, collects all transaction data from issues, and summarizes for reporting & billing.

Confidential, Dallas, TX

Financial Consultant

Responsibilities:

• Reconcile all cash accounts with related research for cleanups.
• Provide PBC schedules for year - end audit.
• Support transition from Oracle EBS vR12 to JD Edwards.
• Configured bank reconciliation involving mapping between Treasura and Oracle.

Confidential, Louisville, KY

Financial Project Manager

Responsibilities:

• Designed, created and supported MS Access databases, normalizing & consolidating STAR, Invision and Meditech data for A/R and reserves resulting in, never before had, single source reporting for all entities.
• Performed numerous Ad-hoc management analyses, bridging dissimilar data systems.
• Created database reporting system for Daily Revenue by Department for each facility.
• Prepared journal entries and produced monthly financials for month end close.
• Maintained daily reconciliations from STAR, Meditech & Invision to Crowe RCA model.

Confidential, Dallas, TX

Senior Consultant & Database Architect

Responsibilities:

• Translated management requirements into development plan.
• Designed, created and supported MS Access databases for use by mortgage loan reviewers in multiple work streams to gather evidence of initial observations of borrower financial injury in compliance with governmental consent order.
• Created management review structure and performance reporting to measure performance of reviewers, forecast timelines, identify trends as well as serve as inputs to a final reporting package provided to Confidential .
• Enhanced Cost accounting system, reducing month end close process from one day to one hour.
• Assisted in preparation for initial Confidential filing.

Confidential, Dallas, TX

Senior Consultant/Senior Financial Analyst

Responsibilities:

• Designed, created and implemented custom databases for multiple FP&A projects.
• Created numerous analyses from business requirements to finished product.
• Analyzed & documented new applications schema, logic and data and reconciled that data to system of record.
• Supported design, testing & implementation of new SAS based Credit Losses Forecasting System, for 170,000+ loan portfolio.
• Performed complex account analyses and reconciliations.

Confidential, Pasadena, CA

Controller

Responsibilities:

• Designed, created and implemented database for all GL data for all subsidiaries.
• Prepared monthly income statements and balance sheets.
• Extracted PeopleSoft AP data with related images and built database for inquiry.
• Supported FDIC staff with financial data regarding ongoing litigation.

Confidential, Dallas, TX

Financial Consultant

Responsibilities:

• Analyzed data and created databases for restatement, FAS-157, SOP 03-3 and FAS-5.
• Performed complex account reconciliations to PeopleSoft GL and subsidiary ledgers.
• Developed and prepared 10Q and 10K Confidential disclosures.

Confidential, Smyrna, TN

Assistant Controller

Responsibilities:

• Led project to acquire new I-5 hardware and implement new multiple GL instances of Lawson in three months due to sale of business.
• Prepared and reviewed month-end financial statements including international consolidations, eliminations and currency exchange for seven general ledger entities.
• Enhanced Access databases for A/P, A/R, G/L, cycle counts and cost accounting.
• Lead due diligence efforts and coordinated with auditors in conjunction with sale of business and year-end audit.

Confidential, Murray, KY

Director of Driver Services

Responsibilities:

• Implemented audit activities for Confidential compliance of Driver Logs.
• Directed all permitting, licensing, truck routing, driver cash advances, local directions, and after hours hazmat spills and accident procedures.
• Designed, created and maintained MS Access databases for fuel optimization, Qualcomm satellite tracking system, tractor and trailer licensing, A/R, log violations and out-of-service reporting.
• Assisted in preparation of month-end financial reporting package.
• Optimized fuel purchasing analysis to reduce waste and cost.