Financial Reporting System Resume Profile

Overview

Results oriented executive with extensive experience in corporate finance, project management, business analysis, and process re-engineering seeks position as consultant or permanent employee. Industry experience includes banking, brokerage, education, heath care I.T., telecommunications, and government Federal Reserve and United Nations.

Other :

Proficient in MS Project, Visio, Excel, Power Point, MS SQL
FINRA licenses: 63. 7, and 24 Insurance licenses: Life, Health, Variable Annuity

Experience

Confidential

Assist health care providers in selection and implementation of software solutions, including EMR, encryption and image processing workflow systems.

Confidential

Financial Analyst

Reviewed business plans of firms seeking financing. Estimated value using DCF method. Prepared marketing material that conformed to SEC Regulation D for Private Placements. Identified qualified investors high net worth individuals and presented the investments to them.

Confidential

Director of IT and Process Re-engineering

Used Agile approach in building an interface between the ERP and the Feith image processing system in Accounts Payable. Managed implementation of new hosted VOIP NCI product, targeted at small businesses. Created specifications for a data capture system for the field staff to import data to CRM. Performed annual IT SOX 404 compliance audit eliminating prior year deficiencies. Documented processes in conformance with ISO 9001.

Project Manager as contractor through Robert Half Technology

Implemented an ERP designed for the communications industry on time with minimal disruption of ongoing operations. The system integrates G/L, billing, payroll, CPR assets , call routing switches, internet setup, video setup, service orders, CRM, work orders, and inventory. Interfaced the ERP with the existing call switching and cable authorization systems. Documented Sarbanes Oxley control points.

Confidential

Chief Information Officer

Created specifications for the development of a comprehensive Electronic Medical Records system that provided drug interaction, HL7 interfaces, billing codes, bar encoding, voice recognition, etc. As business analyst created a system for tracking clinical testing of new drugs, and a Personal Health Record system. Designed MSSQL database for Personal Health Record. Development utilized a Agile approach. Both the EMR and PHR systems were web based. Modified front end ASP for each specialty Rheumatology, Cardiology, Ob/Gyn, and Pain Management. Revised work flows and implemented system in ten clinics. Managed off shore development teams in USA, Russia and India.

Confidential

Project Manager

Implemented the Sungard Banner system in record time and 80 below the vendor's cost estimate. The system is an ERP for colleges that integrates general ledger, A/P, A/R, purchasing, budgeting and student registration.

Confidential

Project Manager - Human Resources and Payroll System

Managed UNDP's implementation of the human resources and payroll phases of IMIS, an ERP system. Project included code modifications to meet UNDP needs, data conversion/cleanup from legacy system, design of new workflows, financial controls, user procedures, training, Help Desk and reports. Coordinated over 50 individuals. Payroll system paid 5000 staff members in 144 countries.
Created a data warehouse to simplify reporting using Brio.
Managed relocation of UNDP's HR clerical support unit 50 from NYC to Copenhagen.
Lead analyst on ERP search committee.. Prepared a Request for Information, a scoring model and scripts for vendor presentations. Analyzed finalists SAP, Oracle and People Soft.

Project Manager - Financial Reporting System

Managed the development of a reporting system for IMIS the UN's proprietary ERP that provided standardized human resources, accounting and budgeting reports. Responsible for creation of Functional Requirements, Functional Specifications, Technical Specifications, Test Plans and User Acceptance Testing. The system was designed to be simple to use, provide flexible security, and generate consistent, auditable results. Managed staff of one CPA and 10 programmer/analysts.

Confidential

EVP Operations Technology

Integrated company's 6 operations locations, onto one core technology platform First Data. Revised organizational structure and work flows to increase productivity and tighten controls. Implemented a new accounting system. The increased profitability allowed the firm to be sold for ten times the original investment in just 18 months. Chief Compliance Officer series 24 responsible for 6 brokers. Provided investment advice to 401k sponsors and participants.

Confidential

Grew this employee benefits outsourcing company from 4 million in sales to 10 million with margins of 30 in less than three years. Developed specifications for a new small business 401k product for roll out in partnership with Merrill Lynch. Provided investment advice to 401k plan sponsors and participants.

We provide IT Staff Augmentation Services!

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship