SUMMARY

• Manage complex financial systems to best practices - backend & frontend
• Build bridges between finance & audit/IT/purchasing. Blend hard/technical skills with soft/creative skills for analytic breakthroughs.
• Thrive in adversity (post-Communist economies, post-bankruptcy manufacturer), forging order from chaos with diligence, imagination & organization.
• Polished communicator: financial journalist at global media (Financial Times, Reuters). Adaptive, intrepid: attended 8 schools before college, lived in 11 cities (12 years in Budapest)

PROFESSIONAL EXPERIENCE

Confidential, Troy MI

Financial Planning & Reporting | Systems - Manager

Responsibilities:

• Saved $650K/year on hardware & software with $1.8M conversion from Hyperion on-site to OneStream in cloud - added databases (50), features (dashboards); doubled licenses to 300; on-shored helpdesk; upgraded quarterly for $0 justified to CFO & CIO fiscally (burying $6M sunk in Oracle products) & functionally (unifying 7 platforms on 1)
• Revamped Hyperion metadata (+2,000 accounts, entities, etc.) to align system structure with business structure: customized P&Ls ('pre-elimination', R&D); normalized legal ownership; synthesized geography & operations rollups
• Prevented - not merely detected - Hyperion security weaknesses through perpetual census with instant tripwires; banned MSAD groups & native IDs, mandated MSAD IDs & native groups - to mitigate potential for cyber intrusions; purged invalid profiles to avert license overage fines; recouped Michigan tax on license fees for out-of-state users
• Saved $350K on Hyperion services in 4.5 years with Titan/Velocity - insourcing functions, merging Planning into HFM
• Maximized speed & minimized errors in mingling HFM scenarios with EPMA Data Synchronizer: Feeding balances from source to target, seeding new forecast with old forecast, fusing actual journals with 'actual in forecast' data
• Empowered staff new to HFM with SmartView template for DIY improvisations on kernel HSGetValues & HSSetValues
• Introduced delivery-on-demand of always latest edition of Excel add-ins via Symantec for 145 employees worldwide

Confidential, Auburn Hills MI

Financial Planning & Reporting | Systems - Senior Analyst

Responsibilities:

• Centralized/standardized FP&A benchmarks in Hyperion for consistent & sophisticated assessments of 7 divisions, broadcast on 'inhouse news service' via SharePoint with deadlines for data inflows & schedules for data outflows:
• Scrutinized each datum in SEC 10-Ks & 10-Qs with +200-page bible - bracing CFO for quarterly calls with Wall Street
• Found gross margins (%) highest at plants with wages of $10-$30/hour (not <$10/hour) in annual labor study - challenging prevailing manufacturing strategy, encouraging expansion in Hungary & Poland over China & India
• Leveraged FDM to push IT expenses from HFM to Planning for allocation from HQ to 65 offices to book back in HFM
• Re-grounded HFM security for 365 users in 185 groups - scrapping +7,500 rights/roles permissioned individually
• Saved $50K on $130K budget to upgrade Hyperion v9.3.1.1 to v11.1.2.1 - wrapping 3-month project 1 month early
• Trained successor - fresh to Hyperion administration - in 5-day boot camp for autonomous, prudent stewardship

Systems - Analyst

Confidential

Responsibilities:

• Strengthened Sarbanes-Oxley regimen for Hyperion on paper & online - accommodating VPs of Audit, Finance, IT: unified 6 conflicting polices to govern changes in theory, established Altiris workflows to govern changes in practice
• Scotched risk of manual entries in Hyperion rollforwards for Notes in SEC 10-Ks & 10-Qs e.g. bad debt & warranties: locked activity to income statement, positions to balance sheet; limited inputs to corporate journals for acquisitions
• Rigged HFM consolidation offline for CFO to observe iterative submissions of monthly income by plants in real time
• Right-sized needs, downsized fees with Oracle: sold back 50 FDM licenses, bought 20 HSF licenses at 80% discount
• Rationalized library of +1,000 Hyperion books/forms/reports/retrieves on 'Dewey Decimal System' of 'call numbers': robust, simple taxonomy to preserve 'shelf life' of files - tagging all items 'D' for 'dynamic' or 'S' for 'static' to segregate subset for integrity checks after metadata updates, eliminating 1/3 deemed broken, obsolete, redundant

Financial Planning & Investment | Systems - Intern

Confidential

Responsibilities:

• Ran cash desk 4 hours/day on SunGard ResIQ for $500M, 20-bank revolver under JPMorgan with ardent austerity - 40 steps (e.g. reconciling 85 accounts, transmitting ACHs/FedWires) quantifying need to borrow or invest (not both): halted $30M in overdrafts by forecasting payroll, squeezed ask-bid rate spreads by tracking 'Weighted Cost of Debt'
• Saved $100K/year by insourcing preparation of IRS 5500s & SEC 11-Ks on 8 benefits plans worth $785M from Confidential
• Aggregated +50 derivatives contracts & letters of credit in table to expose coverage gaps & plot payments/renewals
• Capitalized on 12 years in Eastern Europe to relieve compressor/housing-casting shortages for turbo plants there, vetting +100 candidate foundries for technical/volume capacities (e.g. molding) to find 5 in Hungary, Poland, Russia