SUMMARY

• He has spent 10 years consulting and 15 years as an Accountant and Financial Analyst.
• He has industry experience includes: consumer products, aerospace, hospitality, banking, foodservice, and manufacturing.
• He is articulate, professional, and has persuasive communication skills.
• He can clearly interact with clients, colleagues, vendors, and partners of all backgrounds and cultures.
• He has a proven ability to adapt to emerging technologies and create smart, cost - effective, user-friendly solutions.
• He works to mentor junior consultants and educate clients to be successful.

PROFESSIONAL EXPERIENCE

Project Manager, Team Lead

Confidential

Responsibilities:

• As PM managed multiple projects with an average of 15% to 20% in add-on work
• Proficient in Planning and Essbase application builds
• Essbase application tuning and optimization
• Application migrations
• Hyperion Forms, Business Rules, Calc Scripts, Load Rules and Task Lists FDMEE
• Performed and led SIT and UAT Sessions
• Developed training plans based on custom application builds
• Trained users on developed applications
• Streamlined currency exchange process by adding multiple currencies to reporting applications to have one point of data entry and minimal data movement.
• Converted Hospital client from Budget change model to a quarterly rolling forecast process resulting in consistent reporting
• Converted client to rolling forecasts to accommodate reporting functions and fiscal year reporting periods,
• Led forecast process for cross functional reporting of product lines at Aerospace client to eliminate need for additional work at reporting and budget.
• Coordinated forecast and budget builds with global teams on several continents
• Led offshore teams with reductions in rework and accelerated development of objects.
• Created and delivered customized training for clients
• Implemented streamlined process along with application build
• Improved month end close by three days by implementing standardized processes across divisions

Confidential

Project Manager

Responsibilities:

• Led a team that developed and implemented Hyperion Essbase Applications, a comprehensive financial application for budgeting, planning and forecasting
• Trained users on apps
• Financial analyst responsible for Hyperion Applications, Essbase, Planning, Reports, & Analyzer.
• Managed upgrade to Planning 9.2 including project management of time and expenses.

Confidential

Financial Analyst

Responsibilities:

• Liaison for the account department and IT with issues concerning Hyperion Application development. Responsible for training staff on Hyperion Products
• Developed FP&A Training classes and documentation
• Managed the development and implementation of an Hyperion Essbase and Analyzer Reporting
• Led upgrade to Essbase System 9.

Confidential

Financial Consultant

Responsibilities:

• Managed a team which was responsible for identifying and resolving all Hyperion-related issues and troubleshooting
• Created Monthly month end reporting package.
• Automated several financial packages.
• Rollup point for reporting, forecasting and budgeting
• Administered $50M Expense Budget across Technology Services.

Confidential

Hyperion Administrator

Responsibilities:

• Assistant Hyperion Administrator responsible for Validation of SAP Extracts to Hyperion Enterprise
• Trained users on Hyperion Enterprise platform

Confidential

Financial Analyst

Responsibilities:

• Essbase outline tuning reducing calc time from thirty minutes to three.
• Trained end users on Essbase Excel Add-ins and spreadsheet reporting.
• Key contact for Aerospace Services Hyperion Enterprise implementation team.
• Shared best practices within Aerospace Equipment Systems Finance.
• Assisted other Confidential sites with Essbase troubleshooting and outline tuning.
• Monitored $1.4B Defense Dept Budget.

Confidential

Accountant

Responsibilities:

• Reviewed average of 550 reconciliations monthly.
• Provided joint supervision of 15 accounting clerks including mentoring and training.
• Developed invoicing and aging system for Miscellaneous Airline Charges. Billed $240,000 annually while reducing aging $150,000 annually.
• Developed standard format of metric reporting within Travel Reconciliations Unit. Resulted in 60% accuracy improvement in reporting.