SUMMARY

• Solution Architect, Project Manager and Practice Manager with over 15 years of consulting experience with emphasis in Business Intelligence and Performance Management.
• Successfully designs and developments cost effective, high performance EPM/BI solutions for clients that address critical business needs across numerous platforms and corporate environments.
• Creates vision, strategy, defines and develops service offerings working with C Level Executives, Operations, and Human Resources to ensure solutions align with corporate vision. Works with key stakeholders to identify and scope opportunities.
• Assembles teams and delivers services to the customers, specifically focusing on management and delivery of technical solutions and providing excellent customer satisfaction.

TECHNICAL SKILLS

Technologies: Oracle Planning and Budgeting Could Services (PBCS) 11.1.2.3, Oracle EPM 11.1.2.x ( Confidential Planning & Essbase); Confidential System 9.3.1; Confidential Essbase 7.x - 4; SAP BPC; Confidential 1.1

Functional Expertise: BI Strategy, Financial Planning, Workforce Planning, Executive Reporting and Dashboards, Project Management, Pre-sales Support

PROFESSIONAL EXPERIENCE

Confidential, Dallas, TX

Solution Architect

Responsibilities:

• Designed, developed, tested and implemented 18 month rolling forecast solution
• Worked directly with key stakeholders and subject matter experts to ensure solution aligned with rolling forecasting and reporting needs
• Model included a driver-based solution for Source of Sales; Sales; Cost of Sales; Fixed, Variable and Semi-Variable SG&A; and Intercompany Eliminations

Technologies: Oracle EPM 11.1.2.4 including Planning, Essbase, Foundation Services, Workspace, Shared Services, Calculation Manager, EPMA, HFR and Smart View

Confidential

Project Manager / Senior Consultant

Responsibilities:

• Responsible for Sales Support and Service Delivery management of the Confidential practice driving ongoing business improvement opportunities.

Confidential, Minneapolis, MN

Confidential Solution Architect

Responsibilities:

• Managed, designed, developed, tested and implemented financial analysis and reporting application
• Worked directly with key stakeholders and subject matter experts to ensure solution aligned with reporting needs
• Converted 10 Essbase BSO databases in to one Essbase ASO database
• Reduced data load and aggregation time from 6 ½ hours to 75.8 seconds

Technologies: Oracle Essbase 11.1.2.4 and Foundation Services 11.1.2.4

Confidential, Dallas, TX

Solution Architect / Project Manager

Responsibilities:

• Led migration of Confidential Planning, Essbase 9.3.1 and Confidential Financial Reports to Oracle EPM 11.1.2.3
• Responsible for overall architecture and participated in meetings with key executive sponsors

Confidential, Euless, TX

Solution Architect / Project Manager

Responsibilities:

• Managed, designed, developed, tested and implemented cloud based budgeting application
• Worked directly with key stakeholders and controllers to ensure solution aligned with corporate vision
• Model included P&L and Balance Sheet modeling

Technologies: PBCS 11.1.2.3, Oracle Essbase 11.1.2.3, Confidential Workspace and Confidential Financial Reports

Confidential

Confidential Solution Architect

Responsibilities:

• Managed, designed, developed, tested and implemented budgeting/forecasting application
• Managed development work of 5 team members including offshore resources
• Worked directly with key stakeholders to ensure solution aligned with corporate vision
• Model included Operational Expense, P&L, Capital Expenditure and Workforce modeling

Technologies: Oracle EPM 11.1.2: including Confidential Workspace, Confidential Shared Services, Confidential Essbase, Confidential Planning, FDM, EPMA, DRM, Confidential Financial Reports

Confidential

Technical Architect

Responsibilities:

• Designed, developed, tested and implemented budgeting/forecasting application
• Worked directly with key stakeholders to ensure solution aligned with corporate vision
• Model included Property and Portfolio Revenue, G&A, JV, Management Fee Income and Equity Pick Up

Technologies: Oracle EPM 11.1.1.3: including Confidential Workspace, Confidential Shared Services, Confidential Essbase, Confidential Planning, ODI, Confidential Financial Reports

Confidential

Technical Architect

Responsibilities:

• Project to assess, analyze and design budgeting/forecasting tool using Oracle EPM System 11.1.1.3

Confidential, Dallas, TX

Project Manager / Lead Architect

Responsibilities:

• Six month multi-phased project to assess, analyze, design, construct and deploy budgeting/forecasting tool using Oracle EPM System 11.1.1.2
• Responsible for overall architecture and implementation
• Worked directly with CFO and MVPs to ensure solution aligned with corporate vision
• Models included Corporate Department Budget, Consulting SG&A, Account Revenue and custom Workforce

Technologies: Oracle EPM: including Confidential Workspace, Confidential Shared Services, Confidential Essbase, Confidential Planning, Confidential EPMA, Confidential Reports and SQL Server 2005

Confidential, Dallas, TX

Solution Architect / Project Manager

Responsibilities:

• Led migration of Confidential Essbase 6.5.4, Confidential Planning 3.5 and Confidential Reports to Oracle’s Confidential System 9.3.1
• Responsible for overall architecture and participated in meetings with key executive sponsors

Technologies: Essbase 9.3.1.3, Share Services 9.3.1, Essbase Administration Services 9.3.1.3, Confidential Planning 9.3.1, Confidential Reporting and Analysis 9.3.1

Confidential, Dallas, TX

Solution Architect

Responsibilities:

• Migrated Confidential Essbase 6.5.4 to Oracle’s Confidential System 9.3.1
• Configured security through Shared Services with MSAD

Technologies: Shared Services 9.3.1, Confidential Essbase 9.3.1.3, Essbase Administration Services 9.3.1.3 and Reporting and Analysis 9.3.1

Confidential, Fort Worth, TX

Solution Architect

Responsibilities:

• 18 month role to construct and deploy metric and key performance indicator (KPI) loan life cycle and aging analysis web applications, databases, and business intelligence reports
• Drill through to loan level detail via Essbase Integration Services using Excel Add-in and Web Analyzer
• Technologies: Shared Services 9.3.1, Confidential Essbase 9.3.1 ASO, MDX, ESSCMD, SQL Load Rules, Essbase Administration Services 9.3.1, Essbase Integration Services 9.3.1, Interactive Reporting and Reporting and Analysis 9.3.1

Confidential

Performance Management Practice Manager

Responsibilities:

• Managed organization that consisted of 5 direct reports responsible for engaging in Business Intelligence implementations
• Responsible for implementing large-scale technology solutions to support ongoing business strategies and continuous improvement initiatives
• Responsible for Sales Support and Service Delivery management and driving ongoing business improvement opportunities
• Maintained program review of project pipeline for various BI engagements ensuring on time delivery, schedule, and budget constraints were met
• Modeled projects to sound financial principles, tailoring implementation to practical business models
• Responsible for P&L of Performance Management Business Unit

Confidential

Project Manager / Senior Consultant

Responsibilities:

• Responsible for implementing large-scale BI and Performance Management technology solutions to support ongoing business strategies and continuous improvement initiatives
• Supported Sales and Service Delivery management customers driving ongoing business improvement opportunities
• Participated in Program review of project pipeline for various BI engagements ensuring on time delivery, schedule, and budget constraints were met