SUMMARY

• Over 20 years of proven accounting and financial experience, including a total of 10 years of implementation experience utilizing Oracle.
• Practical industry experience in professional services, transportation, retail, consumer electronics, environmental services, utilities, online services/content, advertising, non - profit, building services, software development, healthcare and mining.
• Implementation experience in professional services, retail, transportation, consumer electronics, mining, non-profit and healthcare.
• Extensive financial accounting and reporting experience.

TECHNICAL SKILLS

Oracle Implementation 12.2.6: Project Management, Project Costing, Project Billing, Project Resource Management, Project Manufacturing, Oracle Financials. Use of UPK and Config Snapshot.

SAGE/ACCPAC Implementations 7.1 and 5.0: Purchasing, Accounts Payable, Inventory, Sales Order, Inventory, General Ledger, Multicurrency, Payroll and Fixed Asset modules.

Raisers’ Edge Implementation: Fundraising module.

Custom Application Development: COOP Marketing Tracking System, Business Warehouse Middleware

Reporting: Project Analytics, COGNOS, Discoverer Plus, Business Objects, Essbase

Applications: Advanced Excel, PowerPoint, Word, Visio, MS Project, Great Plains, SharePoint, Mercury Test Director

PROFESSIONAL EXPERIENCE

Confidential, Pompano Beach, Florida

Senior Solution Architect

Responsibilities:

• Redesigned, configured and tested Project Management, Billing and Costing to accommodate budget/forecasting needs and complex revenue recognition requirements.
• Converted acquired company from SAP to Oracle Projects in a multiorg environment that included 18 different operating units. Project included extensive data migration and complex configuration to accommodate intercompany and various revenue recognition methods.
• Completed configurations and conversions for eleven acquisitions to date which include project data, suppliers, customers and open receivable invoices.
• Configured and tested integration between Concur and Oracle Payables/Projects.
• Managed various upgrade projects which included planning and regression testing for all Projects and Financials applications for various upgrades from 12.1.3 to 12.2.6.
• Implemented new India operating unit for Oracle Projects and Financials. This included configuration general ledger consolidation of 5 operating units with varying fiscal years.
• Configured cash management to more fully utilize standard functionality, including lockbox processing, sweeps, transfers and bank statement uploads.
• Implemented new revenue recognition methods, financial planning and associated reporting using Oracle Project Management, Billing and Costing. This also included an internal revenue sharing model in addition to US GAAP revenue reporting.
• Implemented corporate credit card program using Internet Expense and Payables applications in Canada.
• Configured, testing and provided training documentation for the use of tax asset books.
• Designed and tested custom Web ADI functionality to load payables invoices.
• Maintained and configured workflows using AME for Purchase Requisitions, Purchase Orders, Projects, Change Control Documents, Expense Reports and Payables Invoices.
• Support all projects applications (Management and Control, Resource Management, Billing and Costing) and all financial applications (General Ledger, Receivables, Payables, Assets, Cash Management).

Confidential, Dallas, Texas

Solution Architect

Responsibilities:

• Conducted several assessments for a client upgrading to R12 and for a client desiring additional functionality in 11i for Oracle Project Costing, Oracle Project Billing, Oracle Project Management and Oracle Assets.
• Led implementation of Project Management, Project Resource Management, Project Billing and Project Costing applications to replace non-integrated legacy systems.
• Completed multi-phased conversion of projects in five operating units, which included project headers, assignments, budgets, agreements, bill rates, position overrides, billing events and unearned/unbilled balances.
• Conducted multiple training/testing sessions for operational staff located throughout the US.
• Developed UPK documents to support training and testing initiatives for Project Managers and Operations Staff.
• Documented and tested extensions to support labor normalization, shared revenue recognition, fixed daily rate and fixe fee percent complete billing, custom invoice format, workflow approvals for projects, assignments and change documents and planning resource list automation.
• Responsible for integration of newly acquired companies into existing EBS implementation.
• Delivered requirements documents, gap analysis, configuration documents via Config Snapshot, design documents, executed test scripts and training materials.
• Responsible for design, implementation and testing of revenue recognition and deferred cost customization.
• Created documentation to support requirements, design, testing and training.
• Developed Subledger Accounting rules and designed AutoAccounting and Account Generator rules for all applicable transaction types.
• Responsible for implementation of Assets module, which included both corporate and tax books and supported implementation of Project Costing and Project Billing.
• Utilized Subledger Accounting rules in Oracle Assets to populate account segments.
• Responsible for all setups and data conversion from a single operating unit environment to a multi-org environment.
• Developed testing documents and led testing sessions for new and existing projects and asset users.
• Responsible for implementation of Project Costing, Project Billing, Project Management and Project Manufacturing and supported Assets implementation.
• Responsible for all setups to support functionality of applicable modules as well as overall legacy data conversion methodology from a multi-org environment to single operating unit environment.
• Developed functional design to properly track and account for asset retirement obligations and investment activities.
• Developed testing documents and led testing sessions for new and existing users.
• Created comprehensive training documentation for both billing and capital project functionality.
• Created reports to facilitate reconciliation and analysis using Oracle Project Analytics.
• Updated Subledger Accounting rules to accommodate industry reporting requirements.

Confidential, Miami, Florida

Consultant

Responsibilities:

• Implemented a month end close process which decreased time to close process 30%.
• Documented current business processes in anticipation of Oracle ERP implementation in 2011.
• Led 2009 audit, including preparation and review of schedules and reconciliations.

Confidential, Delray Beach, Florida

Oracle Functional Business Lead

Responsibilities:

• Completed three successful releases of Oracle Project Costing 11.5.10.2, Family Pack M, which included a base release and subsequent releases with additional functionality.
• Responsible for developing comprehensive projects solutions for various functional areas throughout the organization. Required solutions included:
• New Store Construction and Remodels: capturing all related store costs and accruals, i.e. construction, marketing, IT spend, etc., appropriately capitalizing costs with special requirements for tax purposes, interfacing information from construction planning system, allocation of non-tangible asset costs to tangible assets and the ability to provide reporting by individual stores, project managers and initiatives.
• Repair and Maintenance: capture all capitalizable repair and maintenance costs, interface information from 3rd party work order system and communicate changes which may affect existing assets to asset department.
• IT Initiatives: capture all costs related to various IT initiatives, utilize program v project functionality to record project phases, provide extensive reports to be used for project progress, budgeting, forecasting, etc.
• Marketing Spend: capture costs of every individual marketing initiative, i.e. weekly inserts, direct mail campaigns, catalogs, events, sponsorships, etc., appropriately record spend as prepaid and amortize based on in-home date utilizing projects and assets to automate the process, provide detailed reporting to enable recording of monthly accruals and forecast updates.
• Other Capital Spend: capture costs of all other capital spending and ensuring timely placement in service and proper accounting of all transactions.
• Worked with all levels of associates to understand current processes, gather requirements and capture departmental needs.
• Met regularly with functional business leads from purchasing, accounts payable and general ledger to communicate cross-module requirements, complete integrated test planning and resolve defects.
• Worked closely with IT partners to communicate needs regarding reports, interfaces, conversions and extensions. Communicated parameters to developers for iProcurement workflow, auto accounting and purchasing/accounts payable/assets account generators.
• Accountable for development of detailed project plans, execution and progress reporting using MS Projects for Projects and Assets. Successfully met all deadlines and milestones.
• Developed various communication pieces to aid change management, i.e. monthly newsletter to highlight overall benefits of Projects, executive presentations to highlight improved reporting and controls and to provide overall vision of solution, director presentations to provide high level process flows specific to various functional areas, cross-functional presentations to focus on integration points for purchasing, accounts payable and general ledger departments and detailed training documentation and dataflow diagrams for users.
• Provided post-production support including defect resolution, documentation maintenance, user training and identifying areas of opportunity for future releases.
• Managed testing cycle, including test script development, data preparation and test execution.
• Utilized Oracle AIM methodology to document and test system design.
• Developed standardized reports using COGNOS to report project results and performance.

Confidential

Senior Manager, Consultant

Responsibilities:

• Manage multiple engagements for national clients focusing on large to mid-size businesses.
• Responsible for reporting project results/progress and making recommendations for improvements in processes and controls to executive management.
• Research and implement new accounting regulations, i.e.123r, proper revenue recognition, etc.
• Provide various services to clients, i.e. controller/financial manager activities, system implementations, supervision of staff, model/analysis preparation and review, audit schedule preparation, implementing new accounting regulations and internal control reviews in both public and private companies.

Confidential, Plantation, Florida

Caribbean Area CFO

Responsibilities:

• Overall financial responsibility for Caribbean region with revenue of $40 million for 30 entities.
• Functional responsibility includes, financial planning and reporting, budgeting, forecast, consolidation of results, monthly close and statutory reporting.
• Prepared monthly variance analysis reports to explain deviations from annual operating plan.
• Provided detailed statistical analysis of key performance indicators to management.
• Developed annual zero-based operating budgets and periodic forecasts which included projections of full financial statements, key performance indicators and complete variance analysis both at an entity level and a consolidated level.
• Presented monthly results to Caribbean Senior Management team.
• Ensured completion of monthly balance sheet reconciliations and cash flow monitoring.
• Developed process flows and implemented policies and procedures for all accounting functions ensuring effective internal controls and segregation of duties.
• Provided quarterly presentations to CFO regarding financial health of the region.
• Configured and implemented new accounting system for 13 entities within the region.
• Participated in SAP financial system development and process flows for LATAM Division.
• Successfully developed interfaces between accounting application and SAP business warehouse.
• Supervised 50 employees to include Shared Service Center staff and all remote accounting staff.
• Development of Shared Service Center providing full accounting services for the Caribbean islands, including accounts payable, accounts receivable, payroll, general ledger, treasury, tax, and internal/external reporting.