Information Technology and Financial Project Management

Dedicated to Successful Leadership of Unsurpassed IT and financial Projects and Programs Expert in financial projects; execute business needs analysis, risk assessments, and contingency planning for financial services institutions across the world. Interact effectively with executives, managers, and interdisciplinary teams globally in orchestration of organizational programs. Diverse global background with strengths in development of organizational financial architectures and infrastructures serving Fortune 500 and top international corporations;

• More than 10 years of information technology management experience with focus as Project Manager for diverse industries, including manufacturing and high-tech environments.
• Expert in information systems technology, project planning, strategic planning, systems analysis and troubleshooting, quality control, forecasting, scheduling and planning, and tracking of results.
• Highly knowledgeable in software development, requirements analysis, and database design.
• Excel at creating and implementing technical and operational plans and strategies.
• Competent liaison between management, clients, and personnel.
• Strong communication, presentation, analytical and problem solving skills.
• Vast knowledge and experience of a broad range of technologies and methodologies that is applied to global project management and business solutions.
• Full SDLC (Systems Development Life Cycle (SDLC), or Software Development Life Cycle)knowledge and systems infrastructure including inception/scope definition, functional requirements, architecture/design, implementation, change management, testing, requirements matrix analysis, documentation, training, service level agreements, risk and gap analysis, issue resolution management, and roll-out management for small, large and multi-project systems.
• Strong expertise in the areas of business analysis, software analysis, business process development, requirements development, requirements analysis, team leadership, systems implementation, systems integration, and development life cycle.
• Self-motivated with strong facilitation and communication skills resulting in clear and focused communication between all levels of management, internal/external customers, business stakeholders, steering committee facilitation, and technical teams.
• “Best Practice” experience with operating processes, change management practices, total quality management, project/product management that includes contingency planning, risk mitigation, analysis, and development of processes and procedures.
• Worked as the liaison between the IT development staff and business users to ensure that all business needs are correctly defined, documented, and communicated during all phases of the projects life cycle.
• Understanding and articulating business requirements from user interviews and converting requirements into technical specifications.
• Well versed in project management tools MS Project and NIKU Project Workbench for planning, forecasting, and budget, reporting, and overall managing projects.
• Vendor management experience including contract negotiation,
• Outstanding analytical, organizational, communication and problem solving skills. Masters new systems and technologies very quickly, experience with design and layout of marketing materials, strong technical writing abilities for project communications, and training and user manuals.
• Team building techniques: Coaching so that all team members raised their level of performance.
• Extensive training experience

Confidential,Mar2012- Nov 2012
Sr. ManagingConsultant:
(HFM, Hyperion Planning and Essbase)

• Led the design and development effort for a major power generation client.
• Led the Upgrade of Enterprise to HFM 11.1.3. Designed, Built & Implemented the HFM application to improve the consolidation and close process for multiple entities across the globe.
• Worked as HFM developer on developing financial reports thorough data consolidation and reconciliation using HFM and developing reports.
• Responsible for developing reporting templates for Balance Sheet and P& L matching previously used data using Hyperion Financial Reports.
• Solely responsible to develop, implement and test Shared Services security management systems across HFM, Planning, Hyperion Financial Reporting, Web Analysis, and Essbase projects. Used Shared Services for implementing HFM Process Management activities. Also designed and developed FDM security (not involving Shared Services).
• Responsible for setting FDM security standards and administration of FDM roles across the company.
• Actively involved in project development life-cycle from analysis of Functional Specifications Document (requirements gathering), application design, development, parallel testing, rollout into production environment, implementation and end-user training across subsidiaries.
• Imported, validated, and exported historical data to HFM using FDM.
• Applied Hyperion Financial Data Quality Management (FDM) for data importing, validation and exports to HFM applications. Developed FDM maps, setup of HFM and FDM security.
• Responsible for developing documentation and video tutorials for end-users across subsidiaries around the world in Hyperion Financial Management, Planning and using Web-Analysis. Interacted with subsidiaries to design training documents in different languages.
• Applied HFM for data management processes for gathering data, calculating, approvals, consolidations, and submissions of data.
• Responsible to architect Hyperion Essbase platform in coordination with IT to analyze best implementation of Essbase for advanced analyses and to prepare for Hyperion Planning framework.
• Applied Hyperion Planning 11.1.2 to provide a framework for perpetual planning, managing volatility, reporting on frequent planning cycles involving both short and long term planning.
• Used Essbase Administration Services for activities such as filter creation, creation of users, creation of groups, and migration of cubes and maintenance of Essbase Servers.
• Solved several issues involved in Hyperion Planning and Essbase interaction at architecture and end-user level based on business, financial and accounting department requirements.
• Designed interactive Dashboard layout to populate report specific data points for each department within the organization; ensured effective synchronization.

Environment: Hyperion Financial Management (HFM) 11.1.2x, Hyperion Financial Reports, Hyperion Web Analysis 11.1.2.x, Workspace, Shared Services, Hyperion Planning 11.1.2, ESSCMD,UNIX, , Calc Script, SQL, Windows NT Essbase.

Confidential,July 2006-Mar2012
IT Project Manager/Consultant:
(HFM, Hyperion Planning and Essbase)

Project resource and project leader within the Enterprise Performance Management (EPM) area utilizing Hyperion suite of products including Hyperion Financial Management (HFM), Planning and Essbase; Projects within Budgeting, Planning, Forecasting, Analysis (OLAP), and Reporting solutions together with system implementations and building up tools for follow-up and analysis on fortune 500 companies. Key tasks include Software Installation and Configuration, User Requirement Study, System Design, System Implementation, and Product Training for System Administrators and End-Users. Team leaded for Business Intelligence / Data Warehousing software development and support staff of approximately 12 people. As a Project manager Developed ACS budget, forecast and reporting OLAP cubes. Developed headquarters budget input template and field budget input templates as well as forecast input templates. Also, several drill-down reports were built to drill into detail accounts for expense and revenue accounts. Field budget input template deployed to over 100 field offices around the world, it will allow business analysts to submit and retrieve budget data from centralized data warehouse and several Essbase Cubes.

• Different kind of projects includes Project Management, Executive Level Reporting, Supervisory, Financial planning and Analysis, Budgeting, Forecasting, Spreadsheet Modeling, Policies & Procedures, Internal Reporting and Process Improvement
• Financial & Management & Statutory Reports
• Reported to the project manager on the progress of the project on weekly basis.
• Implementing new ideas with the help of team members in planning new projects.
• Managing the budget for a given project
• Part of global implementation responsible for North America
• Participated in the meetings with the client of an ongoing project
• Assisted the project manager in preparing weekly progress reports for a project.
• Performed budget/actual analysis and identified and addressed variance issues utilizing SAP BW and BEx.
• Processed and settled inter-company accounting transactions and dealt extensively with foreign currency issues.
• Supervised staff domestic and international, reviewed financial statements, analyzed variances, and compiled monthly income statements.
• Reviewed capital appropriation request, marketing plans, and expenditures

Confidential, Nov 2003 July2006
IT Project Manager (Financial Systems)

Team leader for Hyperion and SAP support and software development staff of 50 people worldwide.; Wyeth, now acquired by Pfizer for 68 Billion in Jan 2009 is a leading global biotech company and among the world’s top fortune 500 pharmaceutical companies with leading positions in Europe and North America, and strong footprints in the fast growth markets of Asia, Central Europe and Latin America. They have 130,000 employees serving more than 85 million customers in over 120 countries providing products and services in medical, and biotech fields, and save the people life.

As Senior Project Manager for Wyeth a team of professionals on a major development in Finance and research department initiative that included Executive Management, IT, Compliance, Marketing/Communications, Training, and Subject Matter Experts (SME’s) over project. This Special project was delivered on-time, considerably under-budget, and exceeded the needs of the Business Ownerresponsible for planning, implementation and supervising a project

• Managed to complete the project in given budget and scheduled time
• Created a rapport and maintained effective communication with the team members and external stakeholders in the project
• Lead, mentored and trained the team members.
• Prepared and presented weekly reports to the senior management on the progress of the project.
• Conducted meetings of team members to solve their queries and gave feedback on their performance
• Identified and implemented schedule and process improvements to significantly reduce time to complete assigned work.
• Identified process improvement opportunities for Hyperion and Oracle related systems.
• Partnered with internal Customers to define requirements and translate into detailed Hyperion project specifications.

Confidential,Westborough, Massachusetts. April 1997-Oct 2003
HFM and SAP Project Manager

Team leader in Hyperion and SAP support and software development staff of 13 people worldwide. As one of the largest energy services companies in the U.S., NORESCO utilizes design-build and a variety of performance-based contracting vehicles to deliver energy and infrastructure projects and upgrades to existing facilities.

• Project Lead for the implementation of a time tracking system across multiple regions
• Performed budget/actual analysis and identified and addressed variance issues utilizing SAP BW and BEX.
• Supervised staff domestic and international, reviewed financial statements, analyzed variances, and compiled monthly income statements
• Consulted management and departmental staff to ascertain and implement researched technology solutions.
• Provided translation of high-level business needs into business rules, business processes, and business reporting/analysis requirements.
• Contributed in planning, creating and implementing IT vision and strategy aligned with the company’s strategic business plans.
• Developed projects from initial analysis of business requirements through design, coding, testing, and implementation.
• Coordinated hardware installation.
• Trained end users on new systems.
• Used MS Project to establish the project schedule and track progress.
• Led information technology projects through the project life cycle.
• Increased revenue within one month by leading the creation and implementation of highly effective technology solutions.
• Evaluated existing technology platform and upgraded to a Y2K compliant platform to meet company’s future growth expectations.
• Researched and completed comparative analyses to determine specific technology solutions for each client.
• Aggressively drove issue resolution.
• Developed and launched community based web sites to promote local businesses.
• All Implementations were completed on schedule with high quality

Confidential,Westwood, Massachusetts Feb 1993- March 1997
Financial Systems Consultant/Project Manager
Responsible for managing ‘multiple’ projects from across USA organization involving more than 20+ people teams and managing project budgets. These projects consist of high-visibility/risk involving infrastructure and business critical applications such as high-availability disaster recovery systems for financial and trading solutions, information protection, firewall/anti-virus/spyware implementations, and infrastructure consolidation projects. As a project manager, you’re expected to get-up-to-speed quickly, determine your scope, business requirements, budget, project charter, project plan, assemble the teams, and implement based on an aggressive schedule to successful completion. Position also requires facilitating team meetings, stakeholder, and steering committee progress reports and meetings

• Provided critical support and leadership to meet the financial targets and budget goals.
• Furnished operational support in the execution of finance initiatives and delivery of activities to maximize financial performance.
• Assisted in preparing and maintaining budget documents and financial models.
• Built analytical models that utilize both financial and operational data to monitor operating results.
• Developed metrics that provide data for process management and indicators for future improvement opportunities.
• Performed Revenue and margin analyses, supported in the yearly revenue planning process to understand the dynamics in the different geographies to better evaluate revenue opportunities

Confidential,Rhode Island
Project Manager March 1990-Jan1992

Responsible for project leadership and planning for marketed technologies. Effectively research and present new technology concepts to upper management. Actively participate in market research and market strategizing.

• Furnished Operational support in the execution of the finance initiatives and delivery of activities to maximize financial performance.
• Prepared Gross Margin reports and analysis and recommended appropriate corrective actions on key drivers of margin performance.
• Developed and improved methods of reporting and controlling materials costs.
• Provided financial analysis and support for special projects.
• Installed materials cost control procedures and provided supervision over material cost systems and methods.
• Consulted management and departmental staff to ascertain and implement researched technology solutions.
• Trained staff on new systems.
• Level of customer satisfaction and support greatly increased.
• Maintained working relations with the customer under sometimes-difficult circumstances.
• Build consumer behavior models for corporate clients using multivariate techniques, including regression and discriminated analysis, and cluster analysis.
• Analyzed data from national probability survey to identify purchase intents and patterns for business to consumer direct marketers.
• Organized and presented marketing information to executive staff for in-house promotions and press releases.
• Improved efficiency by redesigning complex excels spreadsheets (multiple models, up to 61 sheets.
• Developed department costing models and comprehensive profit analysis discounting methodology.
• Worked extensively with data warehouse systems; constructed and submitted queries, built models, and maintained templates

Confidential,Massachusetts
Systems Analyst 04/1989- Feb/1990

• Produced financial reports and other financial analyses for the company and its subsidiaries which involved the administration of the financial reporting systems in Hyperion and spreadsheets.
• Developed the Management Information Package (MTP) & Flash Reporting.
• Developed monthly Flash Report that captured financial information enabling management to monitor items that were critical to its success.
• Design and development of Oracle’s Hyperion Financial Management (HFM), Financial Data Management (FDM) and Enterprise Performance Management Architect (EPMA) to meet business needs
• Financial data base administration: strong working knowledge of Focus, Lotus, Excel, Hyperion and Capsil so that desired programs could be developed, run and updated as needed.
• Financial Management System development & Support (e.g., Hyperion & Focus): provided guidance, feedback and analysis in the Development of a financial management information system
• Financial Analysis & Special Projects such as new Management applications.

Education

• MBA (Finance)
• B.S. in Computer Information Systems

Professional Training

Enterprise Performance Management (EPM) Solutions, Hyperion Essbase, OLAP Server, Hyperion System 9, SQL, Visual Basic, ORACLE, MySQL, MS Access, Linux/UNIX, Perl, HTML, Apache.