SUMMARY:

• Over twenty years of experience, working primarily with Oracle EBS for the last 17 years.Fully familiarized withthe latest FASB/IFRSpronouncements suchas ASC 842 and 606. Executive experience as a Director of Finance and Controller with an extensive business background including the financial management of a finance department of a billion dollar public firm. Focus on under budget, on time and successful management of Oracle ERP projects.
• Project assignments have included program and project management, solution architecting, business transformation, application setup/configuration, business system analysis, custom solution design, business requirements gathering, business requirements mapping, systems testing (CRP’s, SIT’s, UAT’s), end - user and post implementation support. Expert architect in key organizational structuringsuch as Legal Entity, Ledger, BU/OU and BG solution designs along with corresponding Consolidation, Inter (AGIS)/Intra-company, inter-Ledger and EBTax paths. Defined taxonomies for COA’s, WBS/CBS’s in Projects as well as Procurement/Inventory category design and redesign.

TECHNICAL SKILLS:

Skills: MS Excel, MS Word, MS Project, MS PowerPoint, Smartsheet, MAS90

PROFESSIONAL EXPERIENCE:

Confidential

Solution Architect/Functional Consultant

Responsibilities:

• Configured GL, INV, AP, AR, CE, FA, PO, Sourcing, i-Supplier, i-Procurement, EBTax (US Sales and EU Vat tax schemes). Design COA, Create quick project plans. This effort involves playing multiple functional roles from PM to configuring the modules. Provide expert guidance on where to leverage Ledger sets and where to leverage Secondary Ledgers. Wrote FSG reports to use for the efforts to move from Oracle to SAP.

Confidential, Tampa, FL

ProjectManager/Functional Consultant

Responsibilities:

• Lead an exhaustive audit of configurations and Oracle leading practices for General Ledger, Payables, Receivables, Procurement, Costing, Reporting and Collections. This effort included a complete hands on check of each and every configured module to check for reporting soundness and reliability. Goal was to ensure the full set of available Oracle features were being leveraged where appropriate. Also wrote multiple FSG reports and trained users on how to use the FSG reporting tool. Worked on support tickets to resolve or provide guidance on how to resolve.

Confidential, Research Triangle Park, NC

ProjectManager/SolutionArchitect/Functional Consultant

Responsibilities:

• Lead a comprehensiveworldwide effort to improve the Accounts Payable Shared Service Center. Covers 45 OU’s in 45 countries. Planned the project, architected the solutions, configured Instances and tested configurations as well as executed the plans as a complete utilityresource for the effort. Brought in a Sabrix Tax specialist to head up Sabrix Use/Vat taxes issuesand holds. Wrote FSG several reports and trained the key users on how to use the FSG tool.

Confidential

Functional Consultant

Responsibilities:

• Configured Oracle R12.1.3 instances and R12.2.2 Instances for R2R, P2P and Project Accounting. Included configuration of Oracle GL/AP/AR/CE/FA/AGIS/i-Exp/PO/i-Procurement/i-Supplier/Sourcing/Contracts/PA-Costing.Chart of Accounts design, Ledger Desi

Confidential, Santa Monica, CA

Lead/Architect

Responsibilities:

• Requirements gathering via workshops that I lead for i-Procurement, Payments, Payables, i-Expense. Documented results. Executed Design sessions to establish the To-Be state. Provided guidelines and templates to assist in establishing a proper project documentation approach. Created proof of concept demos and delta demos. Provided expert guidelines on how to establish a workable solution for a Multi-org setting within an international footprint. Established the limits within GL/AP/PO/AR/INIV/AGIS when leveraging one approach to Multi-org over another. Within consolidation provided expert guidelines on where to leverage Ledger sets and where to leverage Secondary Ledgers. Provided expert guidance on how to leverage AGIS.

Confidential, Redwood Shores, CA

Lead/Architect

Responsibilities:

• Requirements gathering via workshops that I lead for i-Procurement, Payments, Payables, i-Expense. Documented results. Provided guidelines and templates to assist in establishing a proper documentation approach. Created proof of concept demos and delta demos. Provided expert guidelines on how to establish a workable solution for a Multi-org setting within an international footprint. Established the limits within GL/AP/PO/AR/INIV/AGIS when leveraging one approach to Multi-org over another. Within consolidation provided expert guidelines on where to leverage Ledger sets and where to leverage Secondary Ledgers. POC in EBTax for tax determination using complex rules.

Confidential, Miami, FL

Global GL/Organization Architect

Responsibilities:

• Was brought in after numerous failed resources and efforts to establish a design. Headed up the effort to re-design the global organization structure (HR/Ledgers/OU’s). Moving from 8 Business Groups to a single worldwide Business Group. Also, designed the overall world-wide consolidation approach using a combination of Oracle GCS and a reporting approach via Ledgers
• Reporting Currency Ledgers, Secondary Ledgers and Ledger sets. Elaborated the design for the IFRS/Stat books structure leveraging Secondary Adjusting Ledgers and again Ledger Sets. Lead the effort to re-design the Chart of Accounts, which included adding an additional segment as well as enlarging the “Company” segment Value Set. Aligned the firm on a single Calendar for Ledgers (down from 3.) Over 30 Ledgers, 200 Legal Entities in numerous countries with approx. 30 OU’s. Charged with gathering business requirements for GL, establishing the GL design, and instance configuration. Executed a variety of proof of concepts in R12 to prove out assumptions. Trained users on how to use the FSG tool.

Confidential, Albany, NY

Program/Project Manager

Responsibilities:

• Program and Project Management, Project Plan creation and elaboration for a 24 month project, alignment of project execution to SOW, managed risk, established the documentation structure, chaired status and Steering Committee meetings, requirements gathering, analysis and mapping. Solution architecting, configuration, documentation, architecting for iProcurement, General Ledger, Accounts Payable, E-Biz Tax, Intercompany (AGIS). Project Accounting, Sub-Ledger Accounting(SLA) and OAF Personalizations. Onshore/Offshore model. Worldwide Oracle footprint on GE’s SSS Buy to Pay platform with over 200 OU’s, 600+ LE’s and 6000 Balancing Segments.
• Key role in Project Management structure definition and execution. Oversaw the management of the vendor, lead multiple workshops for requirements gathering, analysis and mapping. Architected the Oracle solution from the requirements for General Ledger (incl. Consolidations), Intercompany (AGIS), Accounts Payable, Accounts Receivable, Project Accounting, Fixed Assets, Cash Management, Purchasing, i-Proc, i-Supp, i-Exp and AME. Configured, documented, tested and trained Super Users. Designed Chart of Accounts, Ledger plan and Project Accounting CBS coding structure for this complex
• Development/Asset Management company. Designed the KFF’s for GL, HR, INV and FA. Defined the quality audit structure for IV&V audits to occur during the project. Heavy emphasis on Project Accounting solution design. Leveraged SLA in FA and AR. Defined guidance on Revenue recognition for Construction accounting and Property Management . Wrote several FSG reports and held several classes on how to use the FSG tool.

Confidential, Boston, MA

Senior Functional Consultant

Responsibilities:

• Requirements gathering, analysis and mapping. Solution architecting, configuration, documentation, testing, and support for General Ledger, Accounts Payable, Accounts Receivable, Property Management, E-Biz Tax (VAT) and FSG’s for the following countries: Ghana and South Africa. Intercompany (AGIS), Consolidations and Multi-currency emphasized. Complex Revenue Recognition and application of FAS 13 (Accounting for Leases.)

Confidential, Fort Lee, VA

Senior Functional Consultant

Responsibilities:

• Purchase to Pay and GL lead for this six billion dollar Government Agency. Requirements gathering, analysis and mapping. Assisted with solution architecting, project planning and project scope. Design of Chart of Accounts. Mapping to DAI’s capabilities and mitigating gaps. Also played a key roll on guiding the eventual initial roll out of the General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Purchasing, i-Supplier, i-Procurement, CLM.

Confidential, Washington, DC

Senior Functional Consultant

Responsibilities:

• Implemented Oracle Inventory for this billion dollar Government Agency. Oracle Inventory played an intricate role in providing materials cost into Oracle Project Accounting (Job Costing.) Established and documented requirements, gaps and future state. Configured test instances. Defined CRP scripts and carried out CRP’s. Designed and wrote the conversion the functional side of the import of 11,000 items. Created test scripts. Created set-up documents (BR-100). Trained 100 users on Inventory functionality. Configured UAT instance. Configured production instance. Converted Inventory Items, Categories and Material balances. Configured countless forms personalization’s. All “hands on” work.

Confidential, Jacksonville, FL

Senior Functional Consultant

Responsibilities:

• Implemented iExpense including Approvals Management (AME.) Set-up Jobs and Positions including Hierarchies. Also implemented additional functionality in their GL / AP / FA and AP modules. Rolled out Recurring Journals, Eliminations and Consolidations in GL, CIP Assets in FA and Recurring Invoices in AP. Scoped out AR for implementation at a later date. Assisted in resolving some issues with FSG’s. All “hands on” work.

Confidential, Washington, DC

Senior Functional Consultant

Responsibilities:

• This is the company that produces the world famous Public Television programming such as Sesame Street. Functional Lead on multi-org/multi-operating unit Upgrade project with General Ledger, Fixed Assets, AP, i-Expense, AR, Inventory, Purchasing and Order Management. Completed category 1-6 of upgrade scripts. Delta on new features. Advised on new features applicable to business requirements. Configured Responsibilities and designed Menus for the applications. Configured and implemented Oracle Approval Management (AME) ADI & Web-ADI. Additionally, implemented iExpense & purchasing with complex AME approval structures. Full documentation of the new environment. Multiple iterations of the full upgrade process. Wrote several FSG reports and trained users.

Confidential

Senior Functional Consultant

Responsibilities:

• Functional Lead on multi-org project with General Ledger, Fixed Assets, AP & iExpense & iSupplier, AR, Inventory, Purchasing & iProcurement and Oracle Order Management. Configured all of the aforementioned apps. Designed COA, created Financial Reports with FSG, configured Responsibilities and designed Menus for the applications. Configured and implemented Oracle Approval Management (AME) ADI & Web-ADI.

Confidential

Senior Functional Consultant

Responsibilities:

• Functional Lead on multi-org project with Oracle General Ledger, Oracle Fixed Assets, Oracle Accounts Payable, Oracle Accounts Receivable, Oracle Inventory, Oracle Purchasing, Oracle Order Management. Requirements Analysis, Map & Gap, Configuration, User on all of Oracle Financials and FSG report writing. Designed COA, configured Responsibilities and designed Menus for the applications.

Confidential, Owego NY

Senior Functional Consultant

Responsibilities:

• Functional Lead on multi-org project with Oracle General Ledger, Oracle Fixed Assets, Oracle Accounts Payable, Oracle Accounts Receivable, Oracle Inventory, Oracle Purchasing, Oracle Order Management and Oracle WIP & BOM. Designed COA, configured Responsibilities and designed Menus for the applications. This project is a company specific demo system to serve as the model for a $4 billion firm, which involves full set-up of the aforementioned applications.

Confidential, Birmingham, AL

Senior Functional Lead

Responsibilities:

• Functional Lead for a multi-org, Oracle General Ledger, AP, Oracle Accounts Receivable, Cash Management, Fixed Assets, Purchasing, Inventory, Order Management project. Configured all of the aforementioned apps. Requirements Analysis, Map & Gap, Configuration, User on all of Oracle Financials and FSG report writing. Defined MD-50’s for custom items. Used ADI to convert FA and GL legacy data.

Confidential, Miami, FL & Santiago, Chile

Senior Functional Lead

Responsibilities:

• Functional Lead for a multi-org, multi-national (NLS), multi-currency project with Oracle General Ledger, Oracle Accounts Payable, Oracle Accounts Receivable & Cash Management. Provided intensive (2) week end-user courses in all of the above apps. Configured all of the aforementioned apps, with additional set-ups for Latin American and Chilean Localizations. Provided (1) month of postproduction support, in both Chile and Miami. Defined FSG’s. Set-up consolidation and procedures for both subs and headquarters. Used ADI to convert GL legacy data.

Confidential, Owego NY

Senior Functional Consultant

Responsibilities:

• Managed multi-org project with Oracle General Ledger, Oracle Accounts Payable, Oracle Accounts Receivable, Oracle Inventory, Oracle Purchasing, Oracle Order Management and Oracle WIP & BOM. Designed COA, configured Responsibilities and designed Menus for the applications. This project is a company specific demo system to serve as the model for a $4 billion firm, which involves full set-up of the aforementioned applications.

Confidential, Reston VA

Senior Functional Consultant

Responsibilities:

• Functional Lead on a multi-org and multi-currency project implementing Oracle General Ledger, Oracle Accounts Payable, Oracle Accounts Receivable (including interface with Vertex Sales Tax), Oracle Fixed Assets, Oracle Purchasing, Oracle Inventory and Oracle Cash Management for a telecom company.
• Designed COA, configured Responsibilities and designed Menus for the applications. Designed custom financial reports using FSG. Trained users on AP, AR, GL, FA and CM. Set-up recurring journal entries, mass allocations. Set-up international consolidation process for fourteen subs using Oracle GCS. Used Oracle ADI to import legacy data and monthly data from subs. Set-up the bank statement interface for reconciliation. Assisted in Interface of legacy billing system to AR as well as interfaced third party cost system to AP.

Confidential, Miami, FL

Controller

Responsibilities:

• Managed financial reengineering project. Managed the implementation of Oracle Project Accounting, Oracle General Ledger, Oracle Accounts Payable, Oracle Accounts Receivable (including interface with Vertex Sales Tax), Oracle Order Entry, Oracle Fixed Assets and Oracle Purchasing in six months each using the Oracle Fast Forward Approach. Responsibilities included analysis of current processes using MAS 90 and reengineering the processes for efficiency using Oracle and included Chart of Account design/setup, reengineering processes, setup, testing and . Designed/setup lookup sets for use in Auto
• Accounting in Oracle Projects. Explored opportunities to use the applications to streamline the roles in the Finance Departments (General Ledger, Accounts Receivable, Projects, and Payables) resulting in staff reduction. Reduced the month end closing cycle by several working days by using Oracle ADI and setting up Mass Allocations for several manual journal entries. Worked closely with Operations Department using “Best Practices” to design daily & monthly processes that worked efficiently with the Oracle Application