PROFESSIONAL SUMMARY:

• I have lead teams in the development of BI/EPM/CPM applications for over 22 years which has given me the opportunity to have wide and deep exposure to the industry. My core expertise is in the architecture, design, development, and optimization of Business Intelligence and Enterprise Performance systems using a multitude of technologies, rapid application development tools, OLTP and OLAP technologies. After a role at Microsoft in the Corporate Customer Support group I went on to explore and develop advanced business solutions as a consultant. I was one of the original Hyperion Certified Professionals (since 1996). Microsoft and Oracle certified, I have been recognized for my expertise throughout the industry. In addition, I have personally overseen over 100 optimizations and overhauls of solutions at clients implemented by consulting firms other than my own. I have been involved in the development and expert delivery of over 250 EPM/BI projects including both desktop and web - deployed solutions globally at over 120 clients.
• I have been a certified trainer and a regular presenter at user and technology conferences since 1996 on topics including budgeting, long term planning, system architecture, financial analysis, retail analysis, as well as more focused technical topics. I have a strong technical background complimented by comprehensive practical knowledge of financial and accounting applications amongst other operational and internal systems. I have extensive experience in all phases of development including interface design, data analysis, joint application design, data modeling, optimization,, and project management. My leadership style and ability is well recognized and respected. I am able to combine individuals with widely varying skills and communication styles to rapidly form a unified effective team.

TECHNICAL SKILLS:

Databases: Oracle 11g Microsoft SQL Server IBM Db2Oracle MySQL

OLAP: Hyperion Essbase Microsoft SQL Server Analysis Services IBM TM/1 IBM Cognos

EPM/BI Applications: Oracle Hyperion Planning (CapEx, Workforce, Public Sector) Oracle Hyperion PBCS (Planning and Budgeting Cloud Services) Oracle Hyperion Financial Management(HFM) Oracle Hyperion Financial Data Quality Management (FDM/FDMEE) Oracle OBIEE Oracle DRM Tableau Desktop/Server/Online Application Partners Dodeca IBM Cognos PowerPlay Qlik QlikView

ERP Sources: Oracle E - Business Suite JD Edwards MS Dynamics PeopleSoft SAP Great Plains

PM methodologies: Traditional Waterfall Adaptive Joint Application Development Critical Path PERT Critical Chain Six Sigma Agile/Scrum

PROFESSIONAL EXPERIENCE:

Confidential

Responsibilities:

• Currently engaging customers directly on a one on one basis and accepting opportunities collaborating with various services organizations to provide the best possible services to our clients.

Confidential

Responsibilities:

• Hired to take over and stabilize environment after Integration partner implementation and upgrade to 11.1.2.4 of Hyperion Financial Manager, Hyperion Essbase, Hyperion Planning, Hyperion DRM, Hyperion FDMEE, Oracle OBIEE, Hyperion EPM and Hyperion Smartview. Performed Gap analysis, Bug fixes, enhancements, optimizations,, patch installs, disaster recovery, report development, assistance with financial close process and special requests custom analytics from executives.

Confidential

Responsibilities:

• Implementation from beginning to end of Oracle PBCS also known as Hyperion Planning on cloud. Completed and rolled out yearly budget solution as well as month financial reporting solution in an amazingly short 4 month span.
• Gathered requirements for the immediate business needs, developed detailed project plan and executed the project with a small team of three, Identified data sources and developed extraction, transformation and load processes to import financial data plus the needed metadata to build the crucial hierarchies for the planning solution. Developed entry forms to allow users to input and calculate the fiscal budget. Reports were developed using Hyperion Reports as well as in Hyperion Smartview.

Confidential

VP - New Technologies

Responsibilities:

• After joining the Confidential team, besides continuing to be hands on contributor to active projects I was entrusted in a leadership role to enhance and extend the team’s technological command and abilities to maximize our capacity to deliver the best possible solutions to our customers and ensuring that they have received the highest quality services for the best possible return on their investment.

Confidential

Founding Partner

Responsibilities:

• During his tenure he played a critical role at many large organizations to partner with leadership and guide, roadmap, architect, plan, implement, optimize and provide on going support and maintenance in regards to their BI/EPM solutions. He has even assisted in organizational and process change by developing teams to take over maintenance and new development as well as redesigned business processes to streamline and increase reliability and ultimately increase user efficiency, capacity and satisfaction.