SUMMARY:

• Confidential is an experienced financial, manufacturing and supply chain professional with over 17 years manufacturing and financial applications consulting. Confidential has completed 12 full cycle ERP system implementations including 4 Confidential and 8 Confidential One releases 8.10, 8.11 and 8.12, 9.0, 9.1 & A9.2.
• Confidential is an ERP integration technology program manager with over 15 years of experience managing global and regional ERP system integration programs.
• Confidential 's ERP subject matter expertise spans across financial, manufacturing and supply chain applications and he is experienced with project design, build, test, and deployment and stabilization efforts.
• He has expertise in planning program and project resources that align with business process transformation initiatives. Confidential has designed, built and delivered complex design solutions and he is experienced in localizing Oracle applications to meet European and South American reporting requirements.
• Confidential has experienced managing on a large scale program development for statutory and regulatory reporting, application modifications and extensions while utilizing offshore development capabilities.
• Prior to developing consulting sales and program management skills, Confidential worked 13 years in industry in management positions as a Cost Accounting Manager, a Controller and a CFO.
• In these roles, Confidential served as a key stakeholder and was responsible for the ERP software assessment, the selection of the ERP integration partner and related solution deployment readiness assessments.
• Financial applications were managed to include the setup and configuration of companies, branch plants, chart of accounts and currency ledger design. Human resources/payroll, fixed assets, job costing, activity based costing, contract billing, service billing, configurator, bills of material modifications, pick list modifications, advanced pricing, and inventory management subject matter expert.
• Setup and configured Advanced Planning and Scheduling (APS) 8.12.1 which integrated the supply chain planning technology with Enterprise One fulfillment software. Demand forecasting and Demantra was configured to supply demand to the Supply Chain Business Modeler and subsequent finite planning capabilities. Users were able to utilize the decision - making capabilities of plant location, capacity allocation and inventory pre-build to accommodate product seasonality. Additionally, the Advanced Planning and Scheduling (APS) 8.12.1 order promising application provided the client with real-time available to promise, capable to promise and profitable to promise
• Senior consulting services delivered that have improved the client’s ability to manage their internal business operations and supported the return on investment for these projects. Specifically, utilizing e-Procurement for the rapid and efficient execution of procurement transactions with suppliers, thus reducing the time and costs for purchasing operating goods and services.
• Project experience in employing the implementation methodology for incorporating best business practices and change management techniques. Consulting skills have been leveraged while being supported by strong functional, analytical and technical experience.
• Developed and trained the client’s users with custom E1 training materials relevant to the complete suite of E1 manufacturing, activity based costing, and human capital management product specialties.
• Conducted training sessions following E1 instructor led format.
• Developed and conducted business analysis workshops determining what client business processes will be required for implementation.
• Identified business process changes and recommendations to facilitate those changes.
• Developed task menus and created roles for users.
• Implemented UPK in process review and designed application setup.
• Configured UPK and configured the application testing.
• Created training material and defined change management process. Provided UPK maintenance and support.

SPECIALTIES:

Complex Design & Solution Delivery

Finance Transformation

Oracle Supply Chain Management

Oracle Finance & Performance Management

Application Architecture

Employee Expense

Advanced Planning & Scheduling

ERP Software Assessment

JD Edwards V9.1 Financials; G/L Global Chart of Accounts & Data Model

Advanced Cost Accounting & Dimension Profitability Reporting

Accounts Receivable, Accounts Payable, Contract Billing, Job Cost

PROFESSIONAL EXPERIENCE:

Senior Project Manager

Confidential

Responsibilities:

• Confidential led the team in preparing the detail technical and functional project plans.
• Program governance was established to assess risks, identify risk, and to mitigate risk.
• Confidential led weekly project status update meetings that were utilized to inform the team of program changes, program task completion against a task assigned goal.
• Confidential managed technical development and functional activities related to meeting the project statement of work deliverables.

Senior Project Manager

Confidential

Responsibilities:

• Confidential immediately earned credibility with the client and led the team in preparing the detail technical and functional project plans.
• Program governance was established to assess risks, identify risk, and to mitigate risk.
• Confidential led weekly project status update meetings that were utilized to inform the team of program changes, program task completion against a task assigned goal.

Confidential

Transformation Lead

Responsibilities:

• Responsible for Standard product costing, manufacturing accounting, fixed assets, job costs and accounts payable.
• Completed planning and analysis, design, configuration, script test creation and testing.
• Programming code changes and extensions are designed and technical specifications have been developed.
• User training was completed and solution deployment is scheduled for next quarter.

Confidential

One-Support Transition Manager

Responsibilities:

• supply chain and manufacturing support transition activities for a life sciences company after a merger was completed.
• He was responsible for creating and managing the work plan for the knowledge transfer, resource onboarding and off shore development activities.

Confidential

One-Finance Lead

Responsibilities:

• Confidential led the team that designed the global chart of accounts and data model to support transformational financial reporting.
• In addition, the intercompany settlements function, auto cash accounts receivable, and accounts payable automatic voucher matching were designed to meet client requirements on a global basis.

Confidential

One- Finance Lead

Responsibilities:

• Confidential ’s experience working with a client in the technology sector who converted their legacy ERP to Confidential One, v9.1 Job Cost, General Accounting, Accounts Receivable, Accounts Payable, and Fixed Assets.
• Oracle’s unified methodology for ERP implementations was followed in the management of this program.
• Inception phase/Plan and Analyze phase JD Edwards v9.1
• The Plan/Analyze phase completed for order to cash, procure to pay, record to report, capital asset management and job cost business processes.
• Confidential led project design workshopswhere thegeneral accounting, accounts payable, accounts receivable, fixed assets and job cost businessprocesses were reviewed and discussed. From the information gathered in the design workshops, Confidential prepared business process design Visio diagrams for the order to cash, procure to pay, record to report, capital asset management and job cost processes. Oracle’s Unified Methodology was followed in Confidential ’s program management approach.
• Confidential led project master data conversion workshops to define and document the client’s master data conversion approach.
• He drafted a master conversion data policy and he monitored its progressionon adaily basis.
• Jeromeconverted general ledger data comprised of 72 months,vendor master data, customer master data, open purchase orders, open accounts payable, open accounts receivable, fixed assets and open jobs.
• Confidential developedprocess flows that supported the design blue print document. Best practices employed around decision making.
• Confidential led the project reporting teams for Job Cost, General Accounting, Accounts Payable, Accounts Receivable, and Fixed Assets.
• After the reporting teams assembled a report inventory, reports were prioritized and functional and technical specifications for reporting were developed.
• Confidential developed the Current Month to Date and Prior Year to Date for the Profit and Loss Statement and the Balance Sheet.
• Best practices were employed around decision making
• Confidential configured the Company’s organization structure, global chart of accounts, financial statement AAIs and related inventory purchasing and inventory Confidential in compliance with the deliverables established in the client’s statement of work.
• Confidential developed custom UDC tables andcreated custom versions and custom processing options and data selection user options.
• Confidential created versions in PY environment and promoted to PD environment on as needed basis. Best practices were employed around decision making
• Confidential developed the client’s JD Edwardstraining Visio document.
• Utilized Oracle User Productivity Kit (UPK) materials and Oracle Unified Methodology as the General Accounting, Accounts Receivable, Accounts Payable, Fixed Assets and Job Cost training sessions were delivered to the user group. Best practices were employed around decision making.
• Confidential performed program management and change management tasks to ensure that client deliverables stated in the statement of work were achieved.
• Confidential completed interface and development testing, user acceptance testing and data conversions.
• Confidential utilized a shared folder on the client’s network to store project documentation including deliverable signoff documents.
• Production phase/Post production support JD Edwards v9.1

Confidential

Advanced Planning & Scheduling Senior Consultant

Responsibilities:

• Senior Manufacturing & APS Consultant providing lead consulting for Advance Planning and Scheduling (APS) 8.12.1, MRP, DRP and MPS
• Designed and developed a global planning and scheduling model for global process design for MRP, DRP and MPS.
• Demand forecasting and Demantra was configured to supply demand to the Supply Chain Business Modeler and subsequent finite planning capabilities.
• Established finite capacity scheduling to aid in effective shop floor execution. Identified multiple constraints relative to material or work in process availability and machine capacity.
• Configured the Supply Chain Business Modeler to suggest alternative routings when primary machines lines are unavailable.
• Configured the Production Scheduler 8.12.1 to construct and analyze ‘what-if’ scenarios. Detailed alerts highlight projected late availability to customer orders or demand.
• Improved machine efficiency and asset utilization while leveraging MRP, DRP and MPS capabilities. Ability to understand the impact of new changing customer demand. Visibility of maintenance work orders within the production schedule. Reduced time for creation and updating of production schedule. Ability to quickly react to disruption on the shop floor.
• Configured and setup processing options for the outbound processor and effective execution of R34A400 and R34A700
• Configured and setup processing options for integration constants and execution of R34A10.
• Configured and setup processing options for integration file definitions and execution of R34A11
• Data conversion; created extract files from Enterprise One master data tables
• The error log was reviewed and was sent to the production planner via a workflow message.
• The detailed training documentation was developed for the planning function.

Confidential

Senior Configurator Consultant

Responsibilities:

• Senior Finance Consultant that led global chart of accounts and advanced cost accounting plan/analyze, design/build and deployment phases for Houston based oil & gas client.
• Managed and led the business development team. In this role, Confidential was responsible for managing the responses to RFI, RFQ and RFP proposals.
• Prepared and delivered presentations to C level, director level and mid management steering committee members of this fortune 500 aerospace company.
• Scheduled resources, and organized and assisted team members in their preparation of presentation material for finance, manufacturing and supply chain subject presentations to steering committee.
• Confidential ’s role as Project Manager was the responsibility for plan/analyze, design/build, and deployment of an ERP global finance transformation and application upgrade project initiative.
• Project Manager with the role responsible for merger and acquisition activities that included fixed asset disposal, tax ledger creation and purchase accounting fixed asset revaluation processes.

Confidential

Solution Architect

Responsibilities:

• Confidential was responsible for finance transformation from hundreds of legacy financial systems to a single instance of JD Edwards v9.2. He was responsible for Intrastat and VAT localization integration for Europe including France, Germany, Belgium, Spain, The Netherlands, and the United Kingdom. In addition, Confidential designed supplementary declaration reporting processes for services.
• Specific localization requirements identified for European Union countries consisted of country specific tax functionality, fiscal tax ID validation, tax processing and reports, annual customer listing. Confidential developed monthly VAT declaration and quarterly VAT intercompany reports. Confidential designed and built a central banking information entry and validation application that handled payment formats, and EDI debit formats consisting of electronic funds transfer.
• Confidential designed and built a data conversion plan for a multi-currency intercompany settlements flowing through the European Union countries. Confidential overcame the complexity involved with the consolidation of eight disparate based financial and operating systems by designing an effective solution for the proper mining of conversion data.
• In this role, he leveraged the capability of JD Edward’s advanced cost accounting and designed a multi-dimensional global chart of accounts to complete financial and management reporting initiatives.
• Designed the financial close processes.
• Plan and analyze phase for general ledger with multi-currency requirements and localization requirements for South American gold mines.
• Plan and analyze phase for requirements gathering, business process flows and requirements traceability matrix for financial, manufacturing and supply chain applications.
• Mentored and coached accounts payable and accounts receivable SMEs on Confidential Delivery Method centric JD Edwards v9.1approach for the following;
• Requirements gathering and client facing for JD Edwards v9.1 applications
• JD Edwards v9.0 workshop for OTC, PTP, SCM and RTR developed for v9.1 applications
• Designed high - level business process flows for JD Edwards v9.1 and cross-referenced each application to the requirements traceability matrix and gap analysis.

Confidential

Senior Financial Support Consultant

Responsibilities:

• Managed financial applications in a multi-company multi-currency E1 environment and provided senior level consulting support services.
• The General Ledger, Fixed Assets Contract Billing, and Job Costing were the applications of responsibility. Internal change management process followed to create development projects, test development applications and promote development applications to production.
• Managed support tickets and provided timely user support.
• Business tools were used that included SQL, UTB, OMW and Cross Reference Utility.
• Test scripts were created, UAT testing was completed and documentation was prepared to support the applications tested.
• E1 configuration and setup was completed to support the modified application setup that corrected the application failure. Electronic Software Updates (ESUs) were researched and selected, applied to E1 PY environment, tested and properly deployed to user environments.

Confidential

Senior Financial Lead Consultant

Responsibilities:

• Company, branch plants and chart of accounts were designed for companies and branches in the United States, United Kingdom and Ireland. General Accounting configuration workbook and user procedure documentation was created and readied for client end user training.
• Defined currency codes EUR (Euro), GBP (Pound Sterling) and USD (US Dollar) and used date pattern code R with 12 reporting periods. Each company was assigned a base currency from the defined currency codes.
• Setup account category codes (1-43) and business unit category codes (1-30) so that meaningful data could be compiled for effective business reporting. General purpose and financial reporting AAIs were setup and tested.
• Developed Visio diagrams and word document narratives for business processes flow diagrams representing:
• General Accounting
• Senior Financial Applications Consultant providing lead consulting for Advanced Cost Accounting implementation
• Consulting Activities for Advanced Cost Accounting Implementation
• Allocations, constant setup, cost object activation, cost object types, setup AAIs by cost component, setup processing options for distribution AAIs, setup flex accounting, setup cost analyzer views, setup manual and automatic cost drivers, setup activities, assigned activities to groups.
• Setup indexed and variable numerator allocations making use of manual and automated cost drivers that were identified after a thorough business process analysis was completed.
• Main deliverable requirement for this project was product profitability by customer, item and product segment. Product profitability reporting by customer was created and analyzed via custom reports that were created with custom technical and functional specifications.

Confidential

Senior Financial Consultant

Responsibilities:

• Implemented Accounts Receivable and Fixed Assets for China, and Brazil.
• UPK utilized to manage process review and design, applications setup and configuration, testing, training and change management and maintenance and support of financial applications. Utilized Arriba spend management solution for the company’s purchasing requirements.
• Supplier catalogs were maintained and data elements were updated to facilitate effective purchasing and supply chain management.
• Two million purchase orders are sent to the vendors each month and Vertex was used to manage sales tax transactions.

Confidential

Senior Financial Consultant

Responsibilities:

• Financial consulting delivered that included Contract Billing and Job Costing, Fixed Assets and Accounts Receivable.
• Redesign, development and workshop training were completed and knowledge transferred to a JD Edwards user community that was comprised of heavy, medium and minimum use users.

Confidential

Senior Financial/Distribution Consultant

Responsibilities:

• Financial/Distribution consulting delivered to this international glass company.
• Sarbanes Oxley compliance relative to enterprise system security was implemented.
• The engagement’s scope is to deliver A 7.3.
• Financial report writing and financial applications training.

Engelhard Corporation 7 Months (May 2005 to December 2005)

Senior JD Edwards E1 8.12 Financial/Distribution Consultant/Transportation Management

• Financial Consulting Services with multi-currency delivered to multiple company operating business units during pre-I test and integrated testing.
• Financial Training sessions were conducted and financial and distribution/manufacturing AAIs were configured. This project was comprised of a global rollout of Enterprise One 8.10.
• Consulting expertise provided to international production sites in the areas of financials, manufacturing, equipment plant maintenance, distribution, warehousing and advanced transportation.

Transportation management setups and configuration included:

• Routing Entries
• Options and Equipment Rules
• Setup and Configured Carrier Zones
• Rate Schedules, Rate Definitions, Rate Parameters, Rate Charge Codes,
• Batch Rate Updates
• Carrier Setup, Generating Tracking Numbers, Tracking Segment Next Numbers
• Vehicle Setup Transportation Constants, Load Types, Load Next Numbers
• Hub Setup, Work Day Calendar, Transportation AAIs

Advanced Planning Setups and Configuration:

• Created and Managed Advanced Planning Agent Projects
• Created and Managed Data Flows
• Set up Data Object Nodes
• Set up Selection Filter Nodes
• Set up Aggregation Filter Nodes
• Set up Production Scheduling - Process Nodes
• Executed Data Flows
• Viewed and Edited Data

American Achievement Corporation 9 Months (August 2004 to March 2005)

Project Manager/Senior Confidential One 8.10 Financial/Distribution Consultant

• Project Management consulting services delivered that included planning resources for migration from ERP 8 to PeopleSoft Enterprise One 8.10.
• This implementation included rollouts to multiple company divisions with multi-currency.
• Consulting services offered that include JD Edwards project management including the management of the project life cycle by conferring with the project team and staff to outline the work plan and assigned duties and responsibilities.
• Directed and coordinated the activities of assigned personnel to ensure project remained on schedule and within the established budget.
• Responsible for project management and coordinated the global operations milestone events within the project life cycles. Developed and managed strategy formulation while interacting with project team leaders and subject matter experts within the global software environments
• Additionally, provided application expertise in the custom modification of the product configurator, product data management, shop floor control and manufacturing variances.
• Developed project plan that supported resources for time, materials and capital investment.
• Financial Applications consulting services delivered and implemented Contract Billing and developed specifications for custom invoicing and reporting.

Confidential

Senior JD Edwards Financial Consultant

Responsibilities:

• Financial Applications Consulting services delivered that included the reimplementation of Contract Billing and Job Costing.
• Modified report output to aid in the reconciliation of detail journal entries and general ledger summary.
• Property Management and Financial Applications Consulting services delivered that included the implementation of Contract Billing and Job Cost in the US’s largest privately held real estate development and property Management Company.
• UPK utilized to manage process review and design, applications setup and configuration, testing, training and change management and maintenance and support of financial applications.