PROFILE

Accomplished Financial/Information Technology ConsultantExecutive, seeking further challenge and opportunity for advancement.

Career Overview: Background features a record of productivity, professionalism and consistent performance excellence in highly visible, increasingly responsible roles requiring a combination of financial acumen, high level technological expertise, and leadership/communication skills. Transitioned career from financial accounting to Cognos design/implementation within past five years. Excelled on major client engagements across a wide range of industries, including pharmaceuticals/research & development, healthcare, public sector, financial services, entertainment, and cable television. Prior career success as a financial consultant/turnaround specialist, wealth advisor, entrepreneur, and business management.

Technical Summary: , Certified IBM Cognos EP Planning, Certified IBM Cognos EP Professional, Certified Professional Cognos TM1 9.4/9.5 Analyst and Developer. Certified IBM Cognos BI Author, Certified IBM Cognos BI Administration Professional, Certified IBM Cognos BI Meta Data Modeler. Knowledgeable of all Cognos systems from 7.2 to 8.4 Additional technical proficiencies include SQL, TOAD, PeopleSoft, Power Point, Visio, and high level MS Excel and Access capabilities. Oracle DB2

Key Strengths: Energetic; entrepreneurial; resultsoriented; clientfocused; solutiondriven. Excellent analyst, strategist and operational manager. Outstanding analytical, interpersonal, organizational, communication and problemsolving skills. Extensive experience working with senior management and client relations. Ability to work effectively with individuals at all levels of an organization. Expertise in understanding the business needs of multiple areas of an organization and collaboratively designing, developing, refining, testing and implementing solutions to meet those needs.

Confidential Princeton, New Jersey

Level 1 Cognos EP/TM1 Architect Projects Included:

• Confidential, Burbank, CA ( ), EP Support Architect
• Enhance and redesign Existing 8.3 Forecast, AOP and Rolling forecast models as well as an Assumptions and Global Expenses (ANR, APR) to increase efficiency, decrease maintenance and accommodate evolving user requirements.
• Monitor, Fix, and Support Models integrated with 35 ETL’s (some running every 2 hours with Admin Links) creating many interdependencies.
• Implemented an extensive migration of data from SAP, the WDSHE Data mart, several ancillary Databases in Europe and Asia to the Cognos models.
• Lead the Regression Testing for Cognos EP Hotsite fix 8.3.85.180.
• Tested and resolved intricate user issues with loss of data during reconciliation
• Received many words of commendation from both the Project Manager from IBM to the Director of IT at Disney for diagnosing and fixing corrupted links
• Confidential., Annapolis, MD ( )
• EP to TM1 Conversion of Revenue/Expense Budget/Forecast models as well as Compensation model.
• Responsible for Analyzing existing models and environments, requirements gathering from multiple levels. CFO to end users
• Collaborated in the design of a Proof of Concept model as well as building the models utilized in Rollout to end users
• Trained and Supported Finance Team
• Created Documentation for all model maintenance processes and Data Loads of Actuals.
• Confidential - Anchorage, AK ( )
• Installation and Configuration, including LDAP Security of New Cognos 8.4 Software in an Oracle Environment.
• Design and Build from existing Excel Spreadsheets a Cash Flow Analysis model to track Government Defense contract Revenue on a weekly basis to determine short term borrowing needs.
• Responsible for Analyzing existing Excel Spreadsheets and environments.
• Performed requirements gathering from CFO and Director of Finance.
• Collaborated in the design of a Proof of Concept model as well as building the models utilized in Rollout to Finance Department.
• Trained and Supported Finance Team
• Created Documentation for all model maintenance processes and Data Loads of Government contract revenue.
• Confidential - Danbury, CT ( )
• Brought in as an EP Support Architect to Enhance and redesign Existing 8.3 Forecast model as well as BI Framework Manager Packages to increase efficiency, decrease maintenance and accommodate evolving user requirements.
• Trained and Supported Finance Team
• Created Documentation for all model maintenance processes as well as Publish Schedules for Framework Manager.

2006 Confidential - Crosswicks, New Jersey

2009Senior Cognos Consultant - Provide technical and team leadership functions on Cognos design/implementations at assigned major client sites. Interact with high level client financial and technological personnel, including Senior Financial Analysts, Chief Financial Officers, Chief Information Officers and Finance Directors. Conduct initial consultations. In collaboration with other Blue Line consultants, develop Proof of Concept model. Make executive presentation of Cognos capabilities. Lead team and serve as an individual contributor through the design, development, testing, production, implementation and user training phases. Ensure a high level of client satisfaction through delivering exceptional, focused, debugged systems which provide executive level management with a new level of analytical tools. Projects:

• Confidential, Milford, CT - ( ).
• Managed a conversion from Oracle to SAP in a Cognos 7.3 Analyst only environment.
• Rebuilt two of the Compensation and Forecasting models
• Redesigned a mapping cube to link the old accounts in Oracle to the new account in SAP.
• Conducted project in conjunction with Health Net.
• Confidential, Boston, MA – (December 2008February 2009)
• In a Cognos 7.3 environment designed and built in Analyst a 2009 forecast Model
• Constructed several Administration Links to migrate data
• Performed a data migration.
• Conducted user training
• Created in Access Manager User Rights Trees
• Created documentation and flowcharts of all the models in Visio
• Confidential, Naperville, IL – (October 2008December 2008)
• Completed changes to newly created Compensation and Forecasting models in a Cognos 8.3 environment.
• Built and redesigned Access tables in Contributor for these new models
• Created user right in Access Manger
• Loaded data.
• Conducted user training and created Flowchart documentation.
• CreatedAccess Tables in Contributor
• Created in Access Manager User Rights Trees
• Created documentation and flowcharts of all the models in Visio
• Confidential, Alexandria, VA – (July 2008Sept 2008)
• Lead Cognos EP Architect of a sevenperson team which redesigned seven models
• Upgraded and converted models from Cognos 8.2 to 8.3
• Models included: Compensation, Human Resources, Forecasting, Capital Expenditures, Metrics, and President’s Budget.
• Conducted an indepth analysis and redesign of each model.
• Managed the team through all phases, from business intelligence to logistics to user training.
• Successfully managed the redesign of all seven models within a highly compressed three month time frame.
• Utilized PEOPLESOFT loaded HR files for Compensation models
• Created in Access Manager User Rights Trees
• Created documentation and flowcharts of all the models in Visio
• Confidential, Warwick RI – (March 2008May 2008)
• Repaired/Redesigned and increased efficiency of written exposure model built in an 8.1Cognos environment. Removed and/or combined 25 Dlinks in Analyst.
• Locating and repaired an elusive circular reference located in one of the Calculations of a dlist.
• Improved the efficiency of Contributor input calculation times from 20+ minutes to just under 2 minutes.
• Praised by management for achieving this huge impact in a two month time frame
• Created documentation and flowcharts of all the models in Visio
• Conducted User Training
• Confidential. , New London, CT – (May 2006March 2008)
• Part of team which implemented a Cognos 7.2 to 7.3 migration
• Migrated all models and data.
• Redesigned activitybased, consolidated and compensation models.
• Personally responsible for maintaining Capital Expenditure Model.
• Performed weekly EPM feeds (Pfizer’s system for tracking clinical drug trials).
• Wrote SQL Queries in TOAD
• Utilizing PEOPLESOFT loaded employee files for compensation models..
• Designed, updated and published Power Play reports as well as some business object reports.
• Created documentation and flowcharts of all the models in Visio.
• Created in Access Manager User Rights Trees
• Confidential, Confidential, MD – (2006).
• Redesigned the forecast model and associated DLinks, and Administrative links in a Cognos 7.3 environment.
• Loaded data into US Net Operations Model for this respected cable television network.
• Confidential – Rocky Hill, Connecticut

Financial Consultant/Operations Officer –Recruited to provide focus, financial expertise and leadership to this innovative startup company in developing its core product line and preparing to bring it to market. Recruited due to reputation while at Steele Group.

• Created company financial infrastructure. Secured financing. Negotiated arrangements with Chinese manufacturer. Collaborated with engineers in the development of prototype. Prepared product for UL testing and approval. Managed process through manufacturing and preparation of product launch.

20002003 Confidential – Hartford, Connecticut

Financial Advisor – Marketed high quality private investment management services to high net worth individuals and corporations. Utilized consultative approach to identify and clarify and client needs, including risk tolerance as well as shortrange and longrange objectives. Developed customized solutions, utilizing knowledge of asset allocation strategies, asset classes, performance reporting and modern portfolio theory. Provided trade execution of various mutual funds. Interact daily with fund managers.

• Developed major corporate 401k corporate accounts ($5 million+) within first year.
• Worked with market makers on the NYSE and NASDAQ market makers.

19962000 Confidential – West Hartford, Connecticut

Consultant/Chief Financial Officer –Performed diverse analytical, strategic, marketing and client relationship management functions for this small consulting firm. The organization was primarily involved in organizational turnarounds, the financing of large commercial real estate projects and real estate portfolio management. Served as the organization\'s CFO. Represented the firm and its clients with lenders.

• Played a key role in the Hard Rock Casino, major $200 million tourist destination real estate development project, including a golf course, amusement park and casino. Formulated bond, secured approval from Florida governor.
• Managed a similar project in Costa Rica which will involve a cruise line stop, an airport and a casino.