SUMMARY

Versatile financial/financial systems professional with over 20 years experience. Strengths include: IS - HFM and FDM development and implementations, system conversions, report development and writing, and database development; financial accounting - planning and analysis, financial modeling, audits, reconciliation, reporting, adjustments and closing; cost accounting - process and product accounting, standard and job cost environments. Emphasis on quality, efficiency and corporate objectives.

RELEVENT EXPERIENCE AND ACCOMPLISHMENTS

Independent Consultant Richmond, VA Sep 2009-present

Design, development and implementation of HFM and FDM applications including but not limited to metadata design, rules, member lists, forms, grids, mapping tables, import formats and scripts. Data conversion. Design and develop smartview worksheets. Knowledge transfer.

• CEVA Logistics
• GE Transportation Services

Confidential, Charlotte, NCAug 2008-Sep 2009
Sr. Consultant

Design, development and implementation of HFM and FDM 11.1 applications including but not limited to metadata design, rules, member lists, forms, grids, mapping tables, import formats and scripts. Data conversion. Design and develop smartview worksheets. Knowledge transfer.

• Fusion 11.1 HFM/FDM implementation for multinational company using EPMA and Calculation Manager.
• System 9 FDM implementation for multinational company.

Confidential, Richmond, VA Sep 2007-Aug 2008
Consultant

Design, development and implementation of HFM and FDM applications including but not limited to metadata design, rules, member lists, journal entries, forms, grids, mapping tables, import formats and scripts. Data conversion and reconciliation. Design and develop Hyperion Reports. Design and develop smartview worksheets. Train users.

• Design, development and test of FDM application due to the redesign of the metadata structure of the HFM application for a multinational company. Troubleshoot and resolve issues.
• System 9 HFM/FDM implementations for multinational companies.
• Make recommendations for process improvement.
• Act as HFM/FDM administrator.

Confidential, Dallas, TX Apr 2007 to Sep 2007
Sr. Consultant

Design, development and implementation of HFM and FDM applications including but not limited to metadata design, rules, member lists, journal entries, forms, grids, mapping tables, import formats and scripts. Data conversion and reconciliation. Design and develop Hyperion Reports. Design and develop smartview worksheets. Train users.

• System 9 HFM/FDM implementation for multinational company. Report Development. Develop smartview worksheets. User training.
• User training for Australian division of multinational company. Design grids and forms to assist with monthly reporting. Develop FDM import formats.
• Process documentation for multinational company.

Confidential, Richmond, VA Nov 2003 to Apr 2007
Financial/Accounting Consultant

Working for Brinks, Capital One and LandAmerica on committed contracts.

• HFM system administrator.
• Assist with design, development, implementation and support in the conversion from Hyperion Enterprise to Hyperion Financial Management involving users in 55-60 countries. Maintain/develop metadata, rules, member lists in Hyperion Financial Management. Develop reports in Hyperion reports. Assist users with issues/questions.
• Develop conversion logic and methodologies, mapping tables, import formats, logic groups, scripts, etc for Upstream to import data from source system to Hyperion Financial Management. Troubleshoot user issues.
• Assist with training in Upstream and Hyperion Financial Management.
• Conversion of historical data from Enterprise to Hyperion Financial Management.
• Processing of inter-company billing, supporting journal entries, reconciliations and analysis including foreign exchange rate. Process improvement and redesign.
• Provide financial support and expertise for project initiatives and monthly close process for Staff groups. Variance analysis, transaction tracking and reporting, account reconciliation and documentation, spreadsheet modeling, develop reports and other financial analysis and project tracking and reporting. This involves extracting, verifying, manipulating and reporting data using CFAR, excel, access and other systems.
• Responsible for the Texas Department of Insurance call for data for 12 agencies and 4 underwriters. The data calls require specific income, expense, policy and claim information. This involves extracting data from various systems using COGNOS, excel, access and other systems; verifying data integrity and coordinating input from field offices, revenue accounting and the claims group.

• Manage accounting functions related to securitization trusts including journal entries, reconciliations, reporting and analysis. Daily cash movements. Month end close and reports.

Confidential, LeRoy, NY Dec1999 to Sep 2002
Manager Financial Planning and Analysis

Reporting to the Corporate Controller. Lead development of monthly/quarterly/annual operating forecasts/plans for 4 business units. Prepare reports measuring business unit financial performance against approved plan and objectives. Control, reporting and recording of fixed assets and depreciation. Maintain and update standard cost system. Month end close. Maintain Access databases and develop reports, queries, etc. Supervise 2 salaried employees.

• Redesign of WIP inventory access database reducing time to value inventory from 3-5 days to 1-2 hours by eliminating the need for manual calculations of Wip.
• Developed linked spreadsheets and access databases for download of data from the mainframe to expedite the closing process as well as business unit financial statement in Mapics and excel.

Confidential, Rochester, NY Nov1997 to Dec 1999
Financial Analyst

Reporting to the VP of Finance. Financial analysis and reporting for various segments of legal business including analysis by offices, departments, clients and individual attorneys. Coordinate annual budget process and provide forecasts of revenue and expenses. Analysis of budget variances. Establish standards for management and financial reports. Financial analysis for clients as needed. Preparation of annual Law Firm Survey and Census documents.

• Developed management and financial reports in IQ/objects and FRX.
• Developed templates in Wordflow for invoicing and real estate transactions.
• Developed access database for annual budget.

Confidential, Rochester, NY Sep1994 to Aug 1997
Business Analyst

Reporting to the VP of Finance. Provide overall financial support to Long Distance Carrier Services Group. Provide monthly updated long distance revenue forecasts and variance explanations. Produce monthly reporting. Prepare monthly departmental expense variance analysis. Assist in annual budget process and produce interim re-forecasts of revenue and expense. Calculate and analyze carrier attrition.

• Redesigned revenue forecast report for ease in input, query, and faster turnaround time for providing senior management with information.

Job Cost Accountant

Reporting to division controller. Review and ensure accuracy of all job cost data. Generate customer invoices. Provide customers with invoice detail, analysis of charges, allocation methodology and ad hoc information. Maintain and set up information on projects. Assist account executives with setting up projects. Determine allocations for shared projects. Manage time reporting system. Produce time reports. Assist personnel with time reporting issues.

• Redesign of billing system to use downloaded data thus eliminating manual input and input errors and improving processing time.

Confidential,Rochester, NY Jun 1993 to Sep 1994
Cost Accountant

Reporting to the Accounting Manager. Invoice costing. Review standard costs and establish new standards. Drop ship inventory audits. Assist with physical inventory. Review purchase price variance. Review gross margins on bookings. Prepare gross margin and estimated gross margin in backlog reports. Prepare actual vs. forecast reports. Prepare bookings by product, customer type and salesman. Maintain information for contract billings and foreign exchange billings. Maintain information for self-insurance. Prepare corporate tax package and assist with corporate audit package. Account analysis and journal entries. Develop policies and procedures.

Confidential,Canandagua, NY Apr 1991 to May 1993
Financial Analyst/Cost Accountant

Reporting to the Controller. Maintain bills of material and cost information in MMAV. Establish and maintain work center and routing information. Supervise and coordinate quarterly physical inventory. Establish standard costs. Perform what-if costing. Update current costs. Variance analysis on labor, overhead and inventory. Trouble shoot system problems encountered by manufacturing. Supervise cost accounting clerk.

Confidential,Rochester, NY Jul 1989 to Mar 1991
Staff Accountant

Reporting to the Manager of Middle Market Services. Perform audit, review and compilation work. Draft financial statements. Prepare related corporate and personal tax returns. Train client personnel on software and fill in for client personnel as needed.

EDUCATION

MBA in Finance and Management Information Systems
Bachelor of Science in Accounting

COMPUTER COMPETENCIES
Hyperion Financial Management, FDM, Hyperion Reports, Smartview, Visual Basic, MSAccess, Excel