PROFESSIONAL SUMMARY:

• Specialist in the integration of Business Intelligence technology for accounting and financial management systems. Incorporates subject matter expertise, project experience, advanced technical abilities, and superior communication skills to create financial reporting and analysis systems.
• Accounting Process - Installed positive change in financial management processes in the areas of; accounting, consolidations, budgeting, allocations, risk management, tax, multi currency, GAAP and statutory reporting needs.
• Technology - Implemented client-server database technology solutions in the areas of General Ledger ERP Systems and Data Warehousing to produce customer, product and organizational profitability analytical systems. Experienced in developing multidimensional data models that support Data Warehouses. Proficient in developing Business Intelligence applications that support on demand query analysis and reporting.
• Project Management - Assisted clients in the analysis, design, construction, implementation phases. Responsible for project billing, client relationships, business development project phase and task management, project estimation and post implementation quality review.

TECHNICAL SKILLS:

OLAP Software: Hyperion System 11 - Hyperion Essbase Analytics

Hyperion Planning: - To present a web-based planning, budgeting and forecasting solution driven by business rules.Hyperion Enterprise Performance Management Architect (EPMA): - To interfaces into relational data sources. Provides for automated dimensional building routines.

Hyperion Financial Management: - To deploy a web-based financial systems software application built to be owned and maintained by the enterprise's finance team.Essbase Administration Services and Essbase Application Manager: - To provide a multidimensional database administration and development environment.

Block Storage Option: - To speed data retrieval by pre-calculating and storing aggregates.

Aggregate Storage Option: - To handle large dimensions containing over 1 million members.

Essbase Excel Addin: - To enable analysts to create their own reports and queries.

Visual Basic ToolKit: - To automate user interfacing in Excel.

SmartView: - Another Excel Add-In that Oracle wants all users to convert to. Provides better macro programming tools.

MaxL and Esscmd: - To create night batch scripts to execute dimension build and data load rules.

Financial Reporting: - Hyperion Reports - To develop advanced reporting and data processing including report book and batch scheduling.

Interactive Reporting: - Brio - Hyperion Intelligence - To provide intuitive user-directed query and analysis capabilities by means of a highly interactive interface that lets users design their own dashboards.

Web Analysis: - - To implement online analytical processing (OLAP) analysis, presentation, and reporting.

Performance Scorecard: - To display key performance indicators.

Integration Services: - To design a metadata-driven environment in order to integrate analysis built on Essbase Analytics with detailed data stored in relational databases.Oracle Explorer, Oracle Financial Analyzer, Business Objects, Crystal Reports, Cognos' Transformer, PowerPlay, Impromptu & Visualizer, TM1

General Ledger: Oracle EBSW G/L, PeopleSoft G/L & EPM, GEAC General Ledger, Computer Associates

RDBMs: Oracle 11i, PL SQL, Sybase, MS SQL Server 2000, Transact SQL, Erwin, Designer 2000

Extraction & Transform: Oracle Data Integrator, Informatica, ETI* Extract, Data Stage

Operating Systems: Windows, Windows NT, MS/PC DOS, Novell, Unix, TCP/IP, FTP, Autosys

PC Software: MS Office, Excel, Java, Foxpro for Windows, Clipper, dBASE III+

PROFESSIONAL EXPERIENCE:

Confidential

Consultant 

Responsibilities:

• Essbase Applications to compute Client and Product Profitability. This effort relied on subledger data being synchronized with the ledger. Allocation calc scripts were written to fully cost the revenue to the client/product combinations. Created PL/SQL data loading queries for acquiring information from the Oracle A/R, A/P and Fixed Assets, and General Ledger.

Confidential

Consultant

Responsibilities:

• Initiated SQL data loading routines for acquiring information from the new Oracle Project Accounting, General Ledger. Accessed CostPoint General Ledger for historical data and translated it to the new Chart of Accounts and Organizations. Created an application in support of Strategic Planning (budgeting by project). Utilized Enterprise Performance Management Architect (EPMA) along with Oracle PL/SQL staging areas to automate the maintenance of dimensions. The applications provided data for over 40 Hyperion Reports. Designed security configurations for this Defense electronics manufacturer’s security conscious environment.

Confidential

Consultant

Responsibilities:

• Implemented Hyperion Planning v11.2 for this Oil refinery management business. Developed applications in support of Materials Management analysis and reporting. Acquired source data from the SAP General Ledger by means of Oracle PL/SQL Data Loading routines. Built dimension maintenance routines that were able to be run by non-Hyperion trained accountants, thus eliminating the need for a Hyperion DBA.

Confidential

Associates Lead Consultant

Responsibilities:

• Implemented Hyperion Planning v11.2 for this legal research consulting practice. Utilized Enterprise Performance Management Architect (EPMA) along with Microsoft T-SQL staging areas to automate the maintenance of dimensions. Programmed Oracle EBS GL, AP and PA Project Accounting detail feeds that always equal the GL. Computed Project Profitability and Labor costs/profitability by employee. Created web forms for budget data collection.

Confidential

Consultant

Responsibilities:

• Rapid development and user of Hyperion Essbase v11 of this credit card services provider.

Confidential

Consultant

Responsibilities:

• Implemented Hyperion Planning v11.1.2 for this College Holding Company. Utilized Enterprise Performance Management Architect (EPMA) to speedily implement dimensions. Converted data from Hyperion Financial Management HFM. Created macro automated reports in Hyperion SmartView. Provided for complex calculation routines using multi currency calc scripts, and attribute dimensions. Created web forms for budget data collection.

Confidential

Consultant

Responsibilities:

• Implemented Hyperion Planning v11.1.1.1 for this Health Sciences client. Provisioned data feeds utilizing custom SQL from the Oracle GL into Enterprise Performance Management Architect (EPMA) Interface Tables. Provided for automated Dimensional building routines, also in EPMA.

Confidential

Consultant

Responsibilities:

• Developed a financial data model to support their Data Warehousing and Financial Reporting needs in Hyperion System 9. An Essbase Source cube was created to permit the reconciliation of sub ledger balances to source system detail stored in the Essbase Integration Services data mart. A relational data model enhanced the existing operational data store permitted drill thru to relational detail in Hyperion Integration Services. Developed dynamic querying capabilities in Hyperion BI+, Reports, Interactive Reporting and Essbase Excel Add-in client.

Confidential

GroupInstructor and Implementation Consultant

Responsibilities:

• Conducted on-site and classroom based on the Hyperion suite of products. Assisted clients in the installation, configuration, design and implementation of the Hyperion System 9 Essbase multidimensional database and the report, dashboards that enabled query and analysis on this platform.

Confidential

Project Manager

Responsibilities:

• Created an Essbase cube to contain Budget (Current View), ledger actuals from 4 different sources as well as statistics and headcount. These elements comprised the essentials for monthly reporting in this newly created entity ( Confidential Services Organization). Essbase 7.1.6

Confidential

Consultant

Responsibilities:

• Assisted in the accounting restatement of FIN 46 and FAS115 that was mandated by the auditors. Constructed a solution that was used to analyze the variances and understand the impact of the very complex change in the rules for journalizing the transactions into the restated ledger. The project processed 236,000 Cusips and 2.8 MM Lots in an Aggregate Storage Option cube ASO. Essbase 7.1.5

Confidential

Consultant

Responsibilities:

• Constructed a data warehousing solution for the assembling and verification of the financial tables in the Annual Reports and Quarterly Press Releases. This involved collecting a small volume of highly volatile data from source systems as well as the PeopleSoft G/L and Budgeting modules. A workflow was created for the automation of sign-offs for compliance with Sarbannes-Oxley. Hyperion Essbase 7.1.3, Hyperion Reports, Hyperion Analyzer, Hyperion Intelligence 8, PeopleSoft EPM

Confidential

Consultant

Responsibilities:

• Provided for Statutory and GAAP Reporting through the creation of 14 Essbase OLAP cubes. Single-handedly installed, designed, implemented and integrated Essbase Applications to fulfill client analysis and reporting needs. Installed Essbase 7.1 in both NT and Unix architectures. Devised 'drill thru' to relational database detail that retained the criterion from the cube navigation and produced detail rows that summated into the aggregate displayed from the cube. Programmed the calc scripts in MAXL required for the nightly refresh. Programmed SQL data load and dimension build rules for Oracle, PeopleSoft and MS SQL Server databases.

Confidential

Principal Consultant

Responsibilities:

• Responsible as a Principal of the Financial Management Solutions Data Warehousing Practice for external client billable project work, including project management, project sizing estimation, and project quality reviews. Internal responsibilities included solution set development, business development, vendor relationships, staff recruiting and hands-on development.

Confidential

Project Manager

Responsibilities:

• Assisted the client in the creation of a PeopleSoft General Ledger integrated with the firm’s Data Warehouse via the Kimball methodology. Proved the concept of an innovative Accounting Engine method in Informatica for applying the accounting rules to business events in the Data Warehouse and posting to the G/L. Assisted in the implementation of a PeopleSoft G/L. Re-designed the Chart of Accounts (COA) into a new ‘thin G/L’ chart of accounts, complete with mapping to two old charts of accounts.

Confidential

Team Leader

Responsibilities:

• Project Manager of a staff of four in the development of client-server Data Warehousing Technologies for the Financial Division. The Financial Data Warehouse provided analytical capabilities into the GEAC General Ledger data in the areas of P&L, Balance Sheet Consolidations, Investment in Subsidiaries, Statutory Reporting and GAAP. Essbase, Sybase System 11.

Confidential

Vice President

Responsibilities:

• Directed a staff of eight in the development of PC, client-server and mainframe systems for the Financial Division. Created a global financial database, which received feeds from many overseas general ledgers and reported monthly financial results. Consolidated global budget data for use by the Global Operating Committee in the budget approval and review process. Automated journalization processes into the Computer Associates General Ledger in the areas of Balance Sheet Consolidations and GAAP Eliminations. Produced an allocations system that utilized statistical feeds to fully cost P&L for Product Profitability measurement.