SUMMARY:

With over 20 years of consulting experience, Patrick has worked with the Finance organizations of a diverse group of industries: Media, Hospitality, Publishing, Higher Education, Financial Services, Telecom, High Tech, Oil and Gas, Mining and Minerals, Manufacturing, Logistics and Energy Providers.

HIS SPECIALTIES INCLUDE:

Project Lead

Project/Program Management

Budgeting, Forecasting and Modeling

Hyperion Planning design and Implementation

Budget Process Design / Re - engineering

HFM Implementation and testing

Enterprise Performance Management

Financial and Management Reporting

Shareholder Value

PROJECT CAPSULE:

Confidential

Responsibilities:

• Brought on to address issues with newly developed Hyperion Planning solution and be the client SME to drive the resolution of current issues and future development.
• I was responsible for overall Project delivery to include schedules, team and stakeholder management as well as functional design and development work.
• Subject matter expert for the Oracle Hyperion suite, including Hyperion Planning, FDMEE, Essbase and Financial Reporting
• Support end users with issues on current Hyperion Planning platform
• Gather change/new development requests
• Complete strategic and functional analysis of changes for fit and future functionality
• Create functional specs for accepted changes and fixes
• Work with third party integrator for new developments
• Work with in house and contract developers to address issues and short term enhancements

Confidential

Project Manager

Responsibilities:

• Overall PM responsibility for migration from Essbase/Excel to Hyperion Planning 11.1.2.4 with a team of internal staff and external consultants
• Estimated work and timelines; split remaining workload into components for individual work efforts
• Assured adherence to client documentation requirements and storage
• Assured adherence to development standards and practices
• Managed all issue resolution working with my team to develop the best solution for the issues
• Managed communication to stakeholders
• Managed documentation creation and storage
• Functional Lead
• Collect and Vet user requirements
• Lead the mock up and demonstration of all development Approaches
• Developed Web-Forms as per client specifications and system needs
• Developed and delivered the training to functional administrator
• Collaborated with Support, end-users and stakeholders to bring form and clarity to the design of Reports and Analytics
• Investigated Data issues and designed approach and tools to address using SmartView

Confidential

Project Manager

Responsibilities:

• Overall PM responsibility for Oracle PSPB 11.1.2.4 implementation with a team of internal staff and external consultants
• Estimated work and timelines; split remaining workload into components for individual work efforts
• Assured adherence to client documentation requirements and storage
• Assured adherence to development standards and practices
• Managed all issue resolution working with my team to develop the best solution for the issues
• Managed communication to stakeholders
• Managed documentation creation and storage
• Functional Lead
• Collect and Vet all user requirements
• Mock Up and Demo all development Approaches
• Manage Functional team on developing user side artifacts (Webforms, SmartView, Reports, others)
• Developed Web-Forms and reports as per client specifications and system needs
• Developed and delivered the training to end users and functional administrator
• Collaborated with end-users and stakeholders to bring form and clarity to the design of Reports and Analytics
• Investigated Data issues and designed approach and tools to address
• Developed and delivered the training to end users and functional administrator

Confidential

Report and Analytics Lead/Architect

Responsibilities:

• Overall Architect of the reporting solution sourcing data from a Hyperion environment utilizing Planning, Essbase (ASO) and HFM (11.1.2.3)
• Collaborated with end-users and stakeholders to bring form and clarity to the design
• Worked hand in hand with on and off shore resources to deliver the reports defined at the time.

Confidential

Solution Architect, Project Manager and Functional Lead

Responsibilities:

• Overall Architect of the solution in the new Oracle Cloud Service environment
• Collaborated with end-users and stakeholders to bring form and clarity to the design
• Worked hand in hand with on and off shore resources to deliver the project on time and on budget
• Worked with Team and Oracle on a multitude of "issues" that arose with delivering Hyperion Planning in the cloud
• Led the testing effort with assistance and involvement of client resources
• Lead the error/issue resolution effort
• Project Manager
• Overall PM responsibility for Oracle Hyperion Planning 11.1.1.3 (Cloud Service) implementation with a team of internal staff and external consultants onshore and off
• Estimated work and timelines; split remaining workload into components for individual work efforts
• Assured adherence to client documentation requirements and storage
• Led handover and initial project sign off for phase 1 and 2. (phase 3 to be done internally)
• Helping client get the team in place and trained to take over future phases
• Functional Lead
• Collect and Vet all user requirements
• Mock Up and Demo all development Approaches
• Manage Functional team on developing user side artifacts (Webforms, SmartView, Reports, others)
• Developed Web-Forms and reports as per client specifications and system needs
• Developed and delivered the training to end users and functional administrator

Confidential

Business Lead and Project Manager

Responsibilities:

• Overall Project manager for Oracle Hyperion Enterprise Performance Management (EPM) 11.1.1.3 implementation with a team of internal staff and external consultants onshore and off
• Estimated work and timelines; split remaining workload into components for individual work efforts
• Coordinated re-planning phases for the entire corporate initiative to implement the Hyperion suite
• Collaborated with end-users and stakeholders to bring form and clarity to a multitude of data sources and users which enabled data to be displayed in a meaningful analytic way
• Enforced Hyperion HFM, FDM, HP, SV, HFR and Essbase standards, best practices, methodologies, processes and procedures
• Subject matter expert for the Oracle Hyperion suite, including HFM, HP, FDM, Essbase and Financial Reporting
• Delivered the Hyperion Suite according to the revised schedule after project languished for over 2 years.
• Maintained engagement despite the two-year cycle and avoided project fatigue usually seen in long running projects

Confidential

Project Manager and Business Lead

Responsibilities:

• Project Lead / Manager for the assessment of a new Hyperion based Planning platform utilizing Hyperion Planning, Financial Reports and SmartView
• Responsibilities included:
• Project Initiation
• Project planning and tracking
• Issue tracking and resolution
• Coordinate activities and resources
• Requirements gathering
• Requirements vetting and client negotiations (competing requirements)
• High Level Solution Design
• Solution plan and strategy

Confidential

Business Lead

Responsibilities:

• Led the requirements activities for a new reporting solution for governmental compliance leveraging Hyperion Essbase, Financial Reports and SmartView.
• Assisted the Forecast team with the documentation and testing of a new Hyperion based Forecast platform:
• Primary activities included:
• Test script creation
• Trained client resources on the creation of test scenarios, conditions and scripts given the nuances of the solution
• Test Planning and coordination
• Test execution
• Defect tracking
• Requirements gathering
• Issue resolution
• Documenting issue and resolutions
• Subject matter expert for the Oracle Hyperion suite, including Hyperion Planning, MDM, Essbase and Financial Reporting
• Project Manager/Lead for of a new Hyperion based Planning platform utilizing Hyperion Planning, Financial Reports and SmartView
• Responsibilities included:
• Project planning and tracking
• Issue tracking and resolution
• Coordinate activities and resources
• Requirements gathering
• Requirements vetting and client negotiations (competing requirements)
• Designed solution testing plan and strategy

Confidential

Technical Project Manager

Responsibilities:

• Technical project manager for Oracle Hyperion Enterprise Performance Management (EPM) 11.1.1.3 implementation with a team of internal staff and external consultants onshore and off
• Estimated work and timelines; split workload into components for individual work
• Coordinated initial planning phases for corporate initiative to implement management reporting system
• Collaborated with end-users and stakeholders to bring form and clarity to a multitude of data sources which enabled data to be displayed in a meaningful analytic way
• Enforced Hyperion HFM, FDM, EAL, HFR and Essbase standards, best practices, methodologies, processes and procedures
• Enforced Oracle DataStore/database standards, best practices, methodologies, processes and procedures
• Subject matter expert for the Oracle Hyperion suite, including HFM, FDM, Essbase and Financial Reporting

Confidential

Project Lead /Manager

Responsibilities:

• Functional Analysis of Upgrade
• Assist in Trouble shooting Issues
• Migrate all Hyperion Reports
• Test Application and all Peripherals
• Reporting
• Analyzer
• SmartView
• Workspace
• Etc.
• Led the documentation, analysis and cost benefit of a new planning and reporting platform utilizing:
• Hyperion Planning
• Planning Modules
• Capital Planning
• Financial Reports
• Analyzer and Dashboards
• SmartView and Excel
• Coordinated activities with the Divisions and Cost Centers.
• Designed Multinational Multi-Phase Implementation plan
• Constructed Cost/Benefit analysis
• Designed and worked with Oracle to deliver the targeted Demonstration of Hyperion Planning
• Manage all aspects of the assessment

Confidential

Test manager

Responsibilities:

• Led the documentation, testing and training of a new planning and reporting platform utilizing:
• Hyperion Planning
• Planning Modules
• Workforce
• Financial Reports
• SmartView and Excel
• Coordinated activities with the BU’s.
• Coordinated and managed testing across international Bu’s and Locations
• Designed and delivered end user training
• Manage all aspects of delivery
• Post build - Pre- deployment functional review
• User Interaction
• Leading Practices
• Overall sanity check before deployment
• Confirmation of overall design
• Recommend changes for ease of use and ongoing maintenance
• Post build - Pre- deployment functional review
• User Interaction
• Leading Practices
• Overall sanity check before deployment
• Confirmation of overall design
• Recommend changes for ease of use and ongoing maintenance
• Participated in review sessions as a client representative
• Client concerned about perceived design contradictions from Consultants

Confidential

Finance Architect

Responsibilities:

• Led requirements gathering and analysis
• Led process redesign and technical solution
• Led the build and test of a new planning and reporting platform utilizing:
• Hyperion Planning
• Hyperion Application Link (HAL)
• Interactive Reporting
• Financial Reports and Excel
• Coordinated activities with the BU’s.
• Designed and delivered end user training
• Lead all Hyperion Planning upgrades from 9.1 - 9.2 - 9.3.1

Confidential

Project Manager

Responsibilities:

• Hyperion Financial Management (HFM)
• Metadata Management (MDM)
• Financial Data Management (FDM - formerly Upstream)
• Hyperion Business Intelligence (BI+)
• Hyperion Application Link (HAL)
• Object Model ETL’s
• Monitoring and reporting on project progress
• Manage project risk and issues
• Manage project consultants and client resources
• Quality management
• Deliverable management: Quality, Scheduling, Tracking and Acceptance sign off
• Designed solution testing plan and strategy
• Trained client resources on the creation of test scenarios, conditions and scripts
• Manage mid-project HFM upgrades 9.1 - 9.2