SUMMARY:

• Administered SOX compliant Hyperion Financial Management application for financial reporting and analysis, including HFM Workspace, FDM (Financial Data Management), DRM (Data Relationship Management), Oracle database interface with HFM, PeopleSoft data extract and load to HFM, and Smart View Excel interface. Generate and modify SQL for load and mapping. Report maintenance.
• Change Process Management for accepting, approving, and implementing metadata changes for all dimensions for Hyperion HFM, changes to HFM Rules code for HFM calculation, changes to the scripts that generate files to load data from HFM to Oracle consolidation system, and FDM HFM access requests. Loaded and confirmed foreign exchange rates monthly.
• Managed process to generate, validate, map (including load script), and load data files from HFM to Oracle consolidation system, and validation of HFM and Essbase with Oracle or PeopleSoft with methods to resolve variances.
• Responsible for understanding Financial Reporting, Accounting, and Analysis processes treated in HFM, and helping users to understand how these processes are performed in HFM. Developed general and specific training material for data file and journal loads to HFM using FDM, troubleshooting data loads, roll forward, cost allocation, translation, intercompany eliminations, etc. Developed training material on the Hyperion Smart View Excel interface. Advised Controllership on design, process and implementation related to HFM.
• Financial analysis of Actuals, Forecast and Plan. Research and troubleshooting for Financial Reporting and FP&A. Directed FP&A analysts in how to research and resolve issues.
• Essbase data load, mapping, scripting, research, and analysis.
• Validated, resolved and explained discrepancies between HFM, Essbase and the Financial System.
• Designed reporting both within HFM\FDM Financial Reporting and with Excel Smart View interface.
• Maintained and advised on automated Cash Flow Statement functionality within HFM.
• Managed FDM functionality, including Location set ups, Import Formats, Entity Validation tables, and Location Mapping and load scripting and SQL for both HFM and Essbase.
• Helped plan and implement the new Enterprise Standard FDM\HFM solution as it relates to the businesses using the current FDM\HFM solution.
• Managed the locking and unlocking of periods in FDM\HFM using the Data Process Control.
• Familiar with Hyperion HFM, FDM Classic, FDMee, DRM, Essbase, Smart View.

TECHNICAL SKILLS

• Outlooksoft
• Discoverer
• Business Explorer Analyzer (OLAP)
• TIPS
• Novistar
• Hyperion
• SAP
• Business Objects
• Enertia
• VB
• SQL
• Applix iTM1 (OLAP)
• ORACLE
• FOCUS
• SAS
• ACCESS
• EXCEL
• EXCEL Retrieve
• LOTUS
• WORD.

PROFESSIONAL EXPERIENCE:

Confidential - Houston, TX

Senior Financial Information Systems Analyst

• Administered SOX compliant Hyperion Financial Management application for financial reporting, analysis, and forecasting purposes as well as the statutory reporting application, including HFM Workspace, FDM (Financial Data Management), DRM (Data Relationship Management), Oracle database interface, and Smart View interface with Excel.
• Managed, help plan and implement the HFM solution for privatization project and version upgrade.
• Managed the Change Control Board (Change Process Mgmt) process for accepting, approving and implementing metadata changes (accounts, cost centers, entities, etc) for Oracle, Hyperion and all other applications used by BMC. User access security administration maintenance.
• Developed more efficient, reliable method for validating metadata for HFM. Convinced management and Internal Audit.
• Responsible for understanding and helping users with all Financial and Accounting functions and processes which use the HFM application, as well as the Smart View interface with Excel.
• Familiar with Hyperion HFM, FDM, DRM, Essbase, Smart View.

Confidential - Denver, CO

Financial Analyst

• Financial Reporting and Analysis.
• Administered and reviewed Financial Reporting workbook using Outlooksoft for the purpose of reporting all financial results to division and corporate management. Converted this workbook to a Mid-Continent Division application and provided training to their accounting personnel. Constantly look for new ways to present financials in new reports that provide value to management.
• Financial analysis of drilling division monthly, quarterly and YTD.
• Coordinated, contributed to and reviewed explanations by others for Monthly/Quarterly FLASH report for explanations of variances to prior period and budget.
• Documented, performed and monitored monthly close process. Coordinated and communicated close schedule, monthly progress and problem issues to division and corporate. Defined and implemented solutions to prevent repeat of problems. Improved close process. Opened and closed accounting periods.
• Performed journals and other monthly close functions related to production, revenue, LOE and CAPEX.
• ARO model maintenance and updates to determine entries for accretion and asset additions.
• Managed custom reports on Production and Revenue.
• Provide custom reports and data requests to Operations and Land departments on request.
• Designed standard EXCEL/ACCESS/ADI Template tools to help with massive reallocation of Revenue and Costs related to Superunit effort.
• Designed Payout Memo database application for RM Accounting and Land. Discussed with other divisions their needs and any solutions they have during project.
• Responsible for finding best available technical solution for various reporting and analysis needs of RM Accounting and developing that solution.

Confidential - Bartlesville, OK

Senior Financial Analyst / Revenue Reporting Analyst

• SOX documentation, process documentation, worked with Internal and External Audit.
• Coordinated with internal and external auditors on their review; research and resolve audit questions from Working Interest and Royalty Interest partners.
• Reported consolidations, inter-company eliminations, and adjustments.
• Application of merger assets to entity structure for mergers, acquisitions and divestitures.
• Foreign currency exchange gain/loss, report cash.
• Gas revenue reporting, accounting and analysis; recognition, booking and reporting of revenue, revenue related expenses and percent of production.
• Prepared sales allocation and distributions, verification of sales volumes, pricing, field, plant and transportation rates, and other contractual terms, confirmation of monthly invoices. Analysis and monthly reconciliation of accounts used to process sales allocation and processing expenses.
• Prepared and recorded monthly revenue accruals and pipeline imbalances.
• Analysis of Division of Interest. Maintenance and adjustments to system definitions and set-ups (Novistar and TIPS). Meter set-ups including changes to allow for volume distribution make-ups.
• Monthly operating reports on volume and revenue related activity.
• Rebooks for correction of monthly sales allocation and distribution.

Independent Contractor

• SOX documentation, worked with Internal and External Audit.
• Reported consolidations, inter-company eliminations, and adjustments.
• Application of merger assets to entity structure for mergers, acquisitions and divestitures.
• Designed Business Explorer (BEX) queries, reports and workbooks against Business Warehouse.
• Helped test BEX/BW application; advised developers of changes needed during implementation.
• Trained COP personnel on use of BEX/BW application for reporting and analysis.

Confidential

Senior Analyst servicing BP financials and systems

• Contributed to the development of standard business unit solutions for meeting reporting requirements and improving efficiency of reporting processes. Reviewed accounting methodologies to assure standardization and compliance with regulations, company policy and agreements.
• Financial Reporting for BP Exploration Alaska. Consolidations, eliminations and adjustments. Interpreted new financial reporting standards and reporting requirements from regulating agencies and BP management for both actuals and forecast and determined appropriate treatment. Consolidation of both actuals and forecast. Provided reports and advice to senior unit leaders.
• Financial systems control and administration on CICS and then SAP system, security, new accounts and report mapping for Hyperion system, training, month-end close processing, evaluation of integration with other systems. Includes Hyperion administration duties.
• Financial modeling, process automation, analysis, systems integration, special projects and business development with units of BP Exploration client.
• Validation, analysis and quality assurance of monthly, quarterly & annual financial reporting of complete financial statements for several E&P business units. Ensured the accuracy, integrity and timeliness of financial reports, and that proper financial control is in place and working.
• Coordinated efforts and discussion of several financial analysts. Trained and advised analysts on account and cost structure and the appropriate method of evaluating and projecting forecast trends.
• Provided support to BU Controllers and Management on responses to external and JV audit issues.
• Provided support and insight to BU team in managing lifting costs and capital expenditures. Reviewed actual costs, cost allocations and estimates with the BU team to assure accuracy.
• Served as a coach, consultant and financial resource to analysts, operating staff, engineers and other team members providing ad-hoc reporting, analysis and guidance on financial and business issues.
• Designed and administered BP GFO (Global Financial Organization) financial forecasting models for BPX units in Alaska, Venezuela and Trinidad. Provided financial analysts, controllers and commercial managers a standardized, true, protected application to do their reporting, analysis and variance. Conducted major re-designs of the model for other BPX BU's in South America.
• Updated SAP, ORACLE and Hyperion for changes to reporting hierarchy and account structure.
• Participated in establishing key performance indicators (KPI); assembled and reported monthly.
• Presentations on income and cost reporting treatments to BU Analysts, Controllers and Managers.
• Provided support for mergers, acquisitions, divestments and new joint ventures, along with subsequent restructuring of assets.
• Two SAP and On-Line Analytical Processing/Business Warehouse (OLAP/BW) implementations. Developed reporting organization structure hierarchy and account structure. Served as Query Developer, Super User and Trainer for OLAP/BW application. Super User/Admin. experience in Hyperion reporting software. Financial systems control and administration on CICS and then SAP.

Confidential

Auditor

• Financial auditing in various exploration, product retail and corporate ARCO affiliate companies.
• Leading effort, managing two other auditors, to implement Computer Assisted Auditing Tool technology that allowed auditors to extract and analyze internal data from anywhere in the company, as well as external data related to vendors, contracts and joint ventures.

Confidential - Houston, TX

Senior Accountant

• Operational, Contractor and Joint Venture audits; designed application that integrated data from internal and external sources and ran audit tests. Project provided time savings and staff reduction.
• Planned and coordinated EUSA Internal Audit; reported Audit Register and control concerns, plus coordinated staff, Information Systems and software applications groups. Heavy reporting duties BPI's, and Y-E Audit Review and Stewardship to Division VP, Controller and General Auditor.
• Initiated project to design application to be shared by Audit and Operating Divisions that allowed exchange of detailed control information. Application recognizing significant time savings and efficiencies by resolving problems in and automating the data collection and reporting process and was adopted globally by Exxon. Allowed reduction in staff.
• Designed databases, adopted by Exxon Audit worldwide, to facilitate movement of data between mainframe/software databases, software packages and staff, to resolve problems in, and to automate, the collection and reporting of data. Enabled staffing reductions due to efficiencies.
• Analyzed and resolved data integration problems in high activity accounts and wrote programs to clean them up and help monitor and reduce manpower needed.
• Re-designed process used by Financial Coordinators to retrieve financial data for reporting
• Designed automated reconciliation model to high activity accounts; enabled staffing reductions.
• Cost accounting and analysis.

Receivables Analyst

• Affected quick and dramatic improvement in accounts of unstable airline industry under deadline.
• Analyzed and re-engineered invoicing/systems to improve performance in receivables application.
• Composed and published Invoicing Performance Report to controllers and vice presidents.
• Directed quality improvement efforts and education. Conducted workshops in systems, account analysis methods, and quality improvement.
• Composed documentation on operations/functionality of various computer systems/data sources.

Confidential - Houston, TX

Senior Accountant

• Corporate consolidation, reporting, analysis of financial statements.