SUMMARY:

• 15+ years with progressive experience in Finance IT software project management and design.
• 20+ years of Experience with Financial Software Implementations. Project Management/Tech.Design Lead/Solution Architect

TECHNICAL SKILLS:

Software: Hyperion Products: DRM HFM, Essbase, FDM Oracle 10g, 11g SQL Server 2000, 2005 and 2008 Query Analyzer, Mgmt, Studio, Enterprise Manager, DTS, some SSIS, Oracle PSQL XML - especially DRM, EPMA, PeopleSoft Asp/.net Excel Visual Basic Visual Basic Visio Microsoft Project GL - PeopleSoft, JDE, EBS Windows 2003, XP, 2008

Engagement Experience: GL, AP, AR & Payroll Architecture Budget & Planning Model Architecture Bank Reconciliation Model Planning Model - Design, Implementation, Support Technology Advisor Technical Lead Bad Check Model Design & Implementation DRM Implementation work, esp. hierarchies, SQL and Finance Oracle/Hyperion Product Implementation DRM Upgrade to 9.32 and 11.1.1 DRM Security Model design and implementation Data Conversion Mapping Data Conversion Testing & Analysis Business Unit Migration International Company BU Migration Project Management PeopleSoft General Ledger Implementation Hyperion Essbase Upgrade Tax Advisor Chart of Accounts creation and mapping

PROFESSIONAL EXPERIENCE:

Oracle | Hyperion DRM Solution Architect

Confidential, Los Angeles, CA

Responsibilities:

• Load GL Account, 3 Entity, 2 Plan Chart of Account, Segment, Financial Element, Project, EPM and JobCode hierarchies into DRM for integration from OFSA, Clarity, and HR to Oracle | Hyperion Planning, BSP and Essbase (ASO and BSO).
• Design ETL solution for integration with Oracle 11g database, OFSA relational hierarchies
• Metadata Reconciliation and Financial Master Data Management Hierarchy Techniques and Best Practices. Give the bank best practices for Hyperion Solution Hierarchy design and maintenance in DRM.
• Security Administration Design. Design Node Types, Node Access Groups, and Security for downstream users to allow for Mapping reconciliation.
• Design for Mapping of metadata and dollars from Planning to FCS (GL) and OFSA (reporting) - Designed the Mapping solution for dollar uploads, eliminations, intercompany transactions, etc. to facilitate the upload of dollars for Budget from Planning back to OFSA and the General Ledger, FCS.
• Master Data Dictionary, incl. source, integration target, properties/metadata, list of values, business owner.
• Solution/Design Document - DRM build, including source data model for data sources to data targets.

Oracle | Hyperion Global Consolidation Integration Solution Architect

Confidential, Decatur, IL

Responsibilities:

• Load Account, Entity, Product, Function and Geo hierarchies into DRM for HFM consolidation solution.
• Windows Server 2008, Microsoft SQL Server 2008. Design ETL solution for weekly job runs to integrate 35 disparate global General Ledgers (IBM mainframe, JDE, Oracle, VAX, Toepfer (Konsis) ) into DRM for reconciliation and downstream publishing. 80 Billion Annual Revenues.
• Metadata Migration - DEV, Test, Prod, using XML, Automators and Imports.
• Security Administration Design. Design Node Types, Node Access Groups for downstream users to allow for Consolidation Data Mapping reconciliation.
• Master Data Dictionary, incl. source, integration target, properties/metadata, list of values, business owner.
• Solution/Design Document - DRM build, including source data model for data sources to data targets.

Financial Master Data Management Architect

Confidential, Houston, TX

Responsibilities:

• DRM Master Data Architect. Design of new Organization hierarchy. Daily maintenance cycle for Account and Organization Hierarchy.
• Microsoft SQL Server 2005 and 2008. Built Tables and views necessary to integrate with Hyperion Essbase, OLAP, and EDW.
• Data and Metadata Migration - DEV, Test, Prod, using XML, Automators and Imports.
• Security Administration Design,, and Documentation. Node Types, Node Access Groups, users.
• Master Data Dictionary, incl. source, integration target, properties/metadata, list of values, business owner.
• QA/UAT and Tracking. Document QC issues and implement their solution.
• Solution Document - DRM build, including source data model for data sources to data targets.
• DRM System/Security and Database Administrator and Documentation. Best Practices for DRM Master Data and the integration to Essbase and EDW. Go forward recommendations for integration with Planning and expanding the financial reporting footprint.

Business Intelligence Implementation

Confidential, San Diego, CA

Responsibilities:

• DRM Master Data for Location Hierarchy - Tibco, data warehouse, JDA, EBS and other downstreams.
• Oracle 10g and PL/SQL used to build tables and views for Tibco Middleware integration. Agile methodologies for sharing Phase I requirements with all integration developers, including SQL script generation. Oracle 11g, DRM, Tibco, JDA, SharePoint, Excel.
• Data and Metadata Migration - DEV, QA, SIT, and Prod -1, using XML, Automators and Imports.
• Security Administration Design,, and Documentation. Node Types, Node Access Groups.
• Master Data Dictionary, incl. source, integration target, properties/metadata, list of values, business owner.
• QA/UAT and Tracking. Document QC issues and implement their solution.
• Solution Document - DRM build, including source data model for data source SalesForce.com to DRM.
• DRM System/Security and Database Administrator and Documentation. Best Practices for DRM Master Data and the integration to Essbase and Planning. Go forward recommendations for integration with Essbase and Planning, design of other hierarchies, data mapping, and planning matrices.

Principal Consultant, Business Intelligence

Confidential, Redwood Shores, CA

Responsibilities:

• DRM Architect - Confidential Internal Hyperion implementation. Designed and implemented key finance hierarchies in DRM: Cost Center, Legal Entity, Account, and Product. Essbase/Planning properties.
• Hierarchy solution and integration design: Robert Half, Pleasanton, CA. Geography, Contact, imports, automators, business rules and validations, etc. Oracle ‘Go Live’ white paper.
• DRM Security Model Solution Design and implementation, DRM Software Upgrade from .1, SOX Documentation, Wrote a white paper on ‘real time’ integration of Account hierarchies to PeopleSoft. Go Forward recommendations.
• Installation and implementation of Oracle | Hyperion System 9 - Shared Services, Essbase Admin. Svcs, Essbase, HFM, FDM, EPMA and workbench.
• DRM Upgrade assistance from 9.1 to 9.32. Confidential, Cincinnati, OH. Recommendations for upgrade, Performance testing.
• Software integration templates for DRM integration to Essbase. (Oracle 10g, DRM, Essbase, EPMA, xml, ads, SQL Server).

Managing Member

Confidential

Responsibilities:

• Created excellent relationships with Banks, Contractors, Attorneys, Title Companies, and Realtors.
• Ran fix-up crews for flipping real estate, secured financing. Managed 15 tenant filled units.

Senior Financial Analyst

Confidential, Delray Beach, FL

Responsibilities:

• Designed and implemented a six-dimensional, web-based, financial model for a $4 billion dollar business operating plan. Management by Objectives. SQL Server, Formula One, Essbase, Excel. Stored Procs., etc.
• Created Essbase cubes, rules, for 15 billion dollar operating budget for Store Locations and Business Services Group projection data.
• ‘Bank Rec’ - Bank Reconciliation Model - ASP and SQL model. Reduced the number of monthly reconciliations from 1000 to a simplified 350. Cleared backlog. Model still used daily by Office Depot.
• Bad Check - Lead for 12 person team to simplify bad check reconciliation and mgmt.
• Moneycard Reconciliation Model - Created reconciliation model for multimillion-dollar gift card transactions.
• Payroll Reconciliation Model - SQL Server to reconcile 12 million in international and domestic payroll.
• Tax Allocation Model - Automation Model to Sales and Use Tax for all locations. SQL Server, SPs, etc.
• PeopleSoft GL Implementation - SQL Server Model to test 100% of GL data (36 million rows per month, 3 years of data). JDE and Homegrown GLs to PeopleSoft. Created XML Journal Entry interface solutions.
• Merger Integration Model (Merger with Viking Office Products) for Planning.
• Essbase Administrator - 9 dimensional, 25gb Essbase Cube. Implement new “Business Unit” structure for financial reporting. Helped set cache settings and design cube partitioning. Tested new Essbase software.

Sr. Financial Analyst

Confidential

Responsibilities:

• Formed budget planning/forecasting/business models for 100 entities in different markets. Designed a flexible financial business model to secure $275 million in preferred stock capital. Devised opening sales rates for 80 different television markets. Prepared the $400 million dollar annual revenue budgets for all operating stations. Maximized revenue streams with decisions about the inventory mix, operational policies and procedures.
• Re-engineered the television ‘real-time’ traffic systems, systems analysis and design, database management and modeling. Identified missing controls, system audit and SOX compliance issues. SQL Server/asp.net.
• Produced Investment bank books/due diligence for station acquisitions and pending sales.
• Automated Financial Reports with Excel Visual Basic: daily and weekly pacing, cable stats, unit analysis, etc.
• Financial press releases. Earnings conference agenda and information.
• PowerPoint presentations for bankers, industry analysts, and portfolio managers. Updated Website.
• Shareholder relations and publications. Produced Investor shows, Fact Sheet, and presentations.
• Facilitated, advised, and prepared documentation for 1031 Exchange, saving over $100 million in taxes.
• Performed merger accounting and detail audit work. Reviewed contracts for entity acquisitions.
• Designed, reviewed, and updated tables and SEC filed documents. Annual Report Graphs and marketing.
• Accounted for and consolidated the assets of a large television network acquisition.
• Performed due diligence work for the sale of 46 radio stations, a $633 million transaction.

Assistant Controller

Confidential

Responsibilities:

• Executed full corporate and cable division accounting, which included: Supervising accounts payable, accounting and audit functions, asset depreciation - fixed, intangible, book, and tax.
• Returns completed and filed: all intangible and tangible personal property tax, all payroll tax, the Employee Benefit Return (5500), EEO, Sales Tax, Excise Tax, Copyright and others.
• Performed substantial investment portfolio work. Managed cash requirements for operations.
• Supervision and external audit preparation for corporate, radio and cable divisions, including tie-in audit work papers. Merger and Acquisition journal entries.
• Revised and updated systems for accounting automation, especially fixed asset, audit worksheets, property tax, and investment portfolio management.

Accounting Manager

Confidential

Responsibilities:

• Implemented Accounting Chart of Accounts and Several Software Modules. GL, AR, Payroll, AP, Fixed Assets, Purchase Orders etc.
• Supervised Accounting Functions – Accounting, Payroll, Accounts Payable, Asset Depreciation.