SUMMARY:

• Hyperion Planning and Essbase Consulting, Development and
• Hyperion Financial Reporting Consulting, Development and
• Corporate and Finance Systems Management
• Project Management
• Supervisory Management
• Database Administration/Management - - data analysis, integration and reporting
• Relational Database design and programming
• Network/System Administration
• Provide hardware & software support and
• Evaluate and recommend hardware and software purchase/upgrades, vendors & ISPs

PROFESSIONAL EXPERIENCE:

Confidential

Senior Hyperion Consultant

Responsibilities:

• Consulted on the development and support of Hyperion Planning 11.1.2.4 with EPMA including the following: Updated existing 5 quarter rolling forecast to in corporate Long Range Planning (4 year plan) with minimal impact to existing processes.
• Rewrote IT Expense allocation calc scripts to ensure IT costs are applied appropriately. Updated primary Work Force Planning calculation to ensure salary increases are applied appropriately - regardless if they do a 5 quarter rolling forecast or the full LRP. Redesigned the CapEx module to in corporate “In Service Date” and rewrote calc scripts to ensure assets with a 3 year useful life will stop depreciating in the fourth year.
• Created and delivered for SmartView for Essbase, Planning and Advanced Essbase users. Created process to migrate Forecast/Plan data from Essbase to Oracle SQL database (datamart). Created process to create/update SmartLists via EPMA using the File Generation Utility.

Confidential

Senior Hyperion Consultant

Responsibilities:

• Supported Hyperion Planning application (v11.1.2.3) with three plan types (Main, Line Item and Work Force Planning). The “Line Item” cube was built to get a deeper understanding of vendor and other detail versus the traditional built-in “Line Item Detail” functionality. Supported Forecast, Budget and monthly close processes and maintained account, project, department and other dimension updates as necessary.
• Automated load of monthly actuals from Oracle ERP system into Hyperion Planning. The automated load was scheduled nightly versus manual process 3-4 times a month and saved FP&A team and support over 20 hours a month.
• Was a key player in building BI Finance DataMart. Primary responsibilities included integrating Hyperion budget and forecast data with transaction level actuals from Oracle ERP in Financial DataMart. I developed all the SQL to pull all dimension data from Hyperion into the DataMart and integrated Budget and Forecast data feeds from Hyperion into the DataMart. Worked with ETL Developer to identify ERP views needed to pull detailed actuals data from ERP into DataMart. This included identifying all the gaps in data between ERP data (two systems in 2016, Great Plans and Oracle ERP) and Hyperion data. Directed ETL Developer on key points to remap data from three disparate systems into a homogenous system.

Confidential, San Francisco

Applications Developer IV

Responsibilities:

• Installation/Deployment of Hyperion EPM Suite v11.1.2.4 (Planning, Essbase, FDMEE, Financial Reporting, etc.), including all patches for all relevant applications. Upgraded existing applications from 11.1.2.2 to 11.1.2.4 and redesigned application to take advantage of ASO Plan type - allowing us to retire three existing ASO applications. Redesigned existing internal integrations (moving data from BSO plan types to other BSO/ASO cubes) to bring time of hourly integrations down from 20 minutes to 1-2 minutes.Administration and support of two Hyperion planning applications (v11.1.2.2 & 11.1.2.4) to support internal commitments of funding, employee planning across funds and projects and general planning to capture revenue and expense planning. Administration of three Essbase ASO reporting applications supporting above BSO/Planning applications. Administration/support included managing internal integrations using MaxL and batch scripting, writing SQL scripts to pull data from Oracle ETL data warehouse tables (heavy SQL/PLSQL).
• Acted in the capacity of internal consultant to gather requirements on employee planning issues, and roadblocks to wider user acceptance of the planning application. Designed, built and implemented an almost complete redesign of the Employee portion of the primary planning application. This included consulting on redesign of ETL processes in Planning ETL data warehouse.
• Key participant in project to implement expanded Project planning and implementation of FDM, ERPi and ODI (v11.1.2.2) including consulting on design of key integrations in FDM and ERPi (connecting to Peoplesoft), updated FDM mapping to two applications, loaded data and validated integrations, consulting on and rewriting several ODI integrations. Led performance testing and application troubleshooting efforts to make this implementation successful.

Confidential

Hyperion Planning, Essbase and Financial Reporting Consultant

Responsibilities:

• As an independent consultant, lead Hyperion Planning implementation projects, including leading design sessions, application design, development, and consultation. I have worked on System 9 and 11 Planning implementations for the banking, semiconductor manufacturing, offshore drilling and software industries.

Confidential, Novato, CA

Responsibilities:

• Designed and built revenue planning application to support capture of revenue data worldwide for three products (scalable to accommodate new products and sales in new countries). Built application to integrate directly into existing Finance application, including calculations, business rules, forms and reports.
• Provided documentation and reporting for the Revenue application. Created several enhancements to calculations, business rules, forms and reporting to support Long Range Planning as well as updates to existing Budgeting and Forecasting processes. Designed and built better process for managing Capex and Workforce cubes and integrating data into primary finance cube. Provided support for all of the above through two planning cycles.

Confidential, Petaluma, CA

Responsibilities:

• Updated Planning system to fix existing issues and support completion of 2012 Budget. Included adjustments to existing forms, calculations and business rules, as well as some documentation/explanation of how the system was originally built.

Confidential, Los Angeles, CA

Responsibilities:

• Created design for implementation of Balance Sheet Planning module (v11.1.2.2) working very closely with the development and program management team for the new tool from Oracle. Supported process review work to support process benchmarking and recommendations for process enhancements at the bank. Provided key input to support primary process recommendation to build a data governance process and team.

Confidential, Northridge, CA

Responsibilities:

• Worked with process teams to complete process work and designed planning application to support the new processes. Interviewed candidates for application development and made final team recommendations. Led team of Hyperion Planning, Reporting and data integration specialists to deliver the solution. The solution included implementation of Hyperion Planning (v11.1.2.1) to support of brand and channel planning, integration in Oracle’s Data Integration (ODI) tool with of build team on ODI concepts and the specific design.

Confidential, Los Angeles, CA

Responsibilities:

• Developed a Proof of Concept in Hyperion Planning’s new Balance Sheet Planning module (v11.1.2). Worked with client to identify process issues and pain points related to their current planning system. These efforts were part of a Rapid FP&A Blueprint to guide the bank on future direction of planning systems and process improvements.

Confidential

Responsibilities:

• Completed six projects for this client. Documented existing farming application, including HAL integrations and other automated loads. Updated all calc scripts to remove hard coding and streamlined several calc scripts. Provided knowledge transfer to finance team who will be supporting the application going forward.
• Reviewed management reporting application, including HAL integrations to understand why the application is taking 8-10 hours to update nightly. Streamlined the HAL integrations, eliminating unneeded portions of the integration and moved some of the more time consuming ETL processes and calc scripts upstream to SQL Finance Data mart. Nightly loads now take approximately 4 ½.
• Migrated 3 planning applications from version 4.1 to System 9 Planning (v9.3.1). This included rebuilding all HAL integrations supporting load of metadata and data in Oracle Data Integrator (ODI). Built 15+ integrations to load metadata and data for various applications.
• Developed Capex Planning application to support capex and project planning needs. Completed entire build including design session, application build (built outlines, forms, calc scripts and reports), testing, and implementation. This included building ODI integrations to support the new application and creating calc scripts to move data between applications.
• Migrated Management Reporting Hyperion Essbase application from v7.1.6 to System 9, including rebuilding all HAL routines/automation in Oracle Data Integrator and working with a SQL developer to rewrite SQL routines to pull the data more efficiently. Further streamlined the loading of data (as noted above was from 8-10 hours to 4 ½ hours) down to 2 ½ hours nightly.
• Developed Revenue forecasting capabilities to capture product level P&L data and implement three levels of reporting using different COGS requirements. Also implemented product level Excise Tax and Inventory Days (Forward and Back) calculations.

Confidential

Responsibilities:

• Provided back-up support to on-site staff for Hyperion Planning, System 9 application staff including diagnosing and resolving calc script issues, tuning the application and reviewing and documenting system issues. Prepared summary of system issues for management review to outline issues causing their existing pain points and provide direction on how to resolve them.

BDA

Responsibilities:

• Assisted with the recovery of a Hyperion Planning System 11 application platform. Reviewed system/server configuration and performance and made recommendations for performance improvements. Resolved issues with two planning applications, including resolving form functionality/performance issues on Inventory application and recovering primary planning application. Recovered missing metrics and factors members in accounts dimension. Provided recommendations on improving back-up strategy.

Confidential

Responsibilities:

• Updated existing Hyperion Financial Management (HFM) v9.3.1 implementation to support Customer & Product P&L reporting. This included migrating application from production to development and back, adding new accounts, creating forms and updating business rules to support the new requirements. Created 20 reports and graphs to support the corporate and regional books. Resolved data reconciliation issues and provided knowledge transfer on creating reports, report books and use of SmartView with Forms for data entry.

Confidential

Responsibilities:

• Updated existing Hyperion Planning application to support new SAP chart of accounts and entities. Converted all historical data from old QAD accounts and entities to the new SAP accounts and entities. Updated all planning outlines, calc scripts, forms, and reports to support the new SAP accounts and entities. Rewrote several calc scripts to support new allocation methodology for IT and facilities allocations. Updated calc scripts to support new methodology for employee related calculations (401K, FICA, FUTA and SUI, bonuses and commissions).

Confidential

Responsibilities:

• Consulting on Oracle’s new Hyperion Productivity and Cost Management (HPCM) product to support Confidential ’s Activity Based Costing efforts and secondary support for Hyperion Planning production environment.

Confidential

Senior Principal Consultant/Lead Consultant

Responsibilities:

• As an Oracle consultant, lead Hyperion Planning implementation projects, including leading design sessions, application design, development, and consultation. I have worked on System 9 Planning implementations for the banking, semiconductor manufacturing, offshore drilling and software industries.

Confidential

Partner

Responsibilities:

• Responsible for client development and relationship management. Engagement manager and consultant for Essbase, Planning, Business Intelligence, SQR, Metrics Builder, Analyzer, Reports, Essbase Integration Services and related products.

Confidential

Responsibilities:

• Providing consulting services on Hyperion products including Hyperion Planning v3.5.1, Essbase v6.5.6, EAS v7.1.2, Reports v7.1.2 & Analyzer v7.1.2, Hyperion Application Link (HAL) v7.3 and Business Rules v3.5.1. Redesigned Planning application, including optimization of outline and performance tuning on the application. Created new Calc scripts in Essbase and HBR and updated and optimized existing Calc Scripts, implemented back-up plan for Hyperion databases in SQL 2000 and wrote Esscmd Scripts to automate back-up of Essbase databases.
• Developed WS-FTP script to automate migration of data to Unix server
• Automated all data loads from Oracle Discoverer data warehouse to Essbase, including nightly updates of the outline with metadata from Oracle. Provide on Hyperion products.

Confidential

Manager - Apps Development Financial Reporting and Analysis

Responsibilities:

• Managed team of applications development professionals in support of applications used by our corporate finance teams. Our team supported Hyperion Enterprise, Essbase and Planning, in addition to other internally developed Visual Basic, MS Access and SQL applications.
• Hyperion Planning implementations for US P&L and B/S forecast and IT Opex. Hyperion Essbase implementations for Customer Profitability model, Levi Only stores reporting and Headcount Hyperion Planning Customer Advisory Board member. Upgraded all products supported to latest versions: Essbase 7.1.2 implementing Hyperion's License Server v1.0, EAS v7.1.2, Planning v3.5.1, Reports v7.2.0, HAL 7.0, Enterprise v.6.3.1, BEA Weblogic v8.1. Supported Microsoft Project Server 2002 implementation Designed, built and supported Performance Incentive & Volume Incentive Funding applications Design and support of Customer Allowance application (VB, COM Objects, SQL2000) Provided 24/7 systems support for internally developed Standard Cost system built in MVS/IMS.

Confidential

Manager

Responsibilities:

• Managed applications development and IT support for 14 business units in the corporate offices. These included Treasury, Corporate Tax, Legal, Global/ Corporate Finance, Americas Finance, Levis Finance, Dockers Finance, Slates Finance, Sales Finance, Risk Management, Global Communications, Facilities/Real Estate, Community Affairs, and Internal Audit.
• Rebuilt the Corporate Systems Financial Applications department, including interviewing, hiring and managing IT staff supporting the Global and Confidential Americas Finance groups and Hyperion products. This includes development and cross of staff, setting objectives and performance reviews. Organized and led a Hyperion Business Solution strategy session with Hyperion consultants and key stakeholders throughout the Confidential Global and Americas finance organizations to assess our current use and plan future strategy with respect to Hyperion products. Developed excellent working relationships with key business partners at all levels in the Finance organization. Managed cost center with a budget of over $1.5MM including staff and projects budget.
• Successfully developed a strategy for and managed the redesign of Corporate Financial Consolidation systems which included conversion of over 35 Enterprise disparate applications into a World Application model. Obtained buy-in from Global Finance leadership in support of this strategy and managed all aspects of the project. Project was implemented on time and on-budget and allowed us to manage global consolidation efforts much easier as we now had 4 applications worldwide versus 35+. As a result of successful implementation of this project, we saved approximately $500,000 in annual maintenance fees and cost avoidance.
• Administration of five Essbase data cubes covering Shipping Performance, SKU Demand, Enterprise and Brand financial forecast data. This includes redesign and documentation of cubes, loading of data, administration and . Other applications development and in-house consultant related items include troubleshooting and fixing or redesigning several Microsoft Access and Visual Basic applications, from AP Cash Management and the Treasury Reporting System to Fabric Usage Reporting and various Payment Request Systems.

Confidential, San Rafael, California

IS Manager

Responsibilities:

• Installed Platinum and Pervasive SQL software. Assisted with conversion from Platinum for DOS to Platinum for Windows on servers and workstations. Responsible for fixing all related system issues re: Industrios and Pervasive SQL. Rebuilt reporting infrastructure (using Access, Crystal Reports and ODBC) under the new accounting and manufacturing systems and streamlined reporting for the Sales department and management.
• Designed and programmed a shipping interface to convert proprietary data for use with UPS and RPS shipping systems formats using Microsoft Access. LAN/WAN Administration and management of Novell and NT servers, with forty-five users. Managed all aspects of the network from installation and administration to security. Converted three Netware servers to NT Server 4.0, and rebuilt a fourth one. Converted all workstations and provided end user on NT and new applications. Researched, recommended and purchased computer hardware and software, ISPs, cabling, etc. Managed Electronic Data Interchange (EDI) process for receipt of Purchase Orders and Invoicing.

Confidential, San Francisco, California

Senior Manager, Customer Satisfaction Measurement

Responsibilities:

• Managed the Customer Satisfaction Survey (CSS) process, utilizing FOCUS (with JCL-command language programming), ran jobs to prepare data for reporting and then ran specific service performance reporting jobs. Responsible for loading raw data onto mainframe, execution and distribution of the monthly CSS reports and handling all issues raised by the field. Designed and built an Intranet site for field access to the monthly Customer Satisfaction reports electronically, replacing the previous method of each office downloading batches and printing copies. Wrote FOCUS programs to gather data needed for business drivers and special requests.
• LAN/WAN network administration duties (Netware 3.X and some NT 4.0), included software installation, adding/deleting user ID's, assigning access rights and doing system back-ups. Diagnosed and fixed network and desktop system problems. Trained employees on system use. Supported department's conversion to NT, transferring data from Netware to the NT platform. Was department liaison with the Corporate IT groups for NT network problem resolution where necessary.

Confidential

Manager, Chairman's Division

Responsibilities:

• As part of the management team, hired and managed employees and contractors. Helped resolve departmental issues and outline departmental goals and future service strategies. Worked with project team migrating the Complaint Tracking System database to Paradox for Windows. In managing the Complaint Tracking System, I created a new coding scheme to capture customer issues, designed a new user interface, programmed system (Object PAL) and reports and did performance testing. Responsible for the application's development, upgrades, management, and system maintenance, as well as, reporting of customer complaint data.
• Prepared weekly, monthly and quarterly reports, integrating customer complaint and customer survey data for the field and senior management, in support of quality efforts. For over five years, successfully transmitted quarterly complaint data to the NYSE and NASD, fully satisfying regulatory requirements. Managed Chairman's Division record retention requirements, emergency contingency and other projects.

Confidential, San Francisco, California

Operations Manager

Responsibilities:

• Upgraded computers and software; trained and supported office personnel on Word Perfect, ACT and other software. Typeset brochures, manuals and contracts and maintained all mailing lists and client databases. Trained employees on and oversaw dispatch of promotional materials and final product.

Confidential, San Francisco, California

Assistant Production Manager

Responsibilities:

• Selected, purchased and installed computer systems and software for database management, accounting and desktop publishing. Provided on a variety of software products and performed system maintenance. Designed and maintained databases and supervised marketing mail efforts. Using Ventura Publishing, typeset manuals that accompanied video sales- systems for the broadcast and financial services industries. Typeset brochures and press releases.