RANGE OF EXPERIENCE

Management Advisory Consulting > 10 years, BI/EPM/DW/ERP Financials/Supply Chain > 20 years, Private Industry Management > 10 years

PROFESSIONAL AND BUSINESS EXPERIENCE

Steve Stein is a CPA/MBA with strong expertise in Oracle Business Intelligence and ERP systems. Steve is a client-focused project leadership professional with capabilities in large-scale implementation of enterprise software. Steve specializes in Business Intelligence, OBIEE for e-Business Suite clients, OBIEE for PeopleSoft clients, BI Publisher, Informatica, Ascential, ETL, Hyperion EPM, system design, data warehouse design, data warehouse security, data modeling, installations, upgrades, business process reengineering, and major customization projects. Steve also has extensive experience in Enterprise Warehouse HCM/SCM/FSM, Global Consolidations, Enterprise Scorecard, HCM Workforce Analytics, and Planning and Budgeting. Steve has collaboratively managed teams for over 20 years throughout the full cycle of major multi-million dollar projects, with a long track record of successful projects through the SDLC software development lifecycle.

PROFESSIONAL AND BUSINESS HISTORY

Confidential

Steve managed functional and technical teams in large scale ERP Data Warehouse reporting projects, including technical OBIEE team lead, ETL architect, and Reporting Strategy Phase Functional Lead for clients with SAP, Oracle and other ERP systems. Steve was also involved in pre-sales and product and offerings development.

Confidential

Steve developed business and managed implementations in a principal leadership role in Infosys' 500 person BI and EPM practice. Steve led large OBIEE and Reporting implementations, as well as managed medium sized development teams on client engagements. Steve also led proof-of-concept engagements, and a data quality engagement for a large financial institution.

Confidential

Steve led OBIEE and EPM engagements including OBIEE with Hyperion Essbase and Planning, OBIEE with Hyperion Financial Reporting, Data Warehouse Architecture Design, Oracle BI Apps build, configure, and strategic implementation for Financials, Projects, and Human Resources, ETL modifications in Informatica and Ascential, BI Publisher using XSL integrated with OBIEE, OBIEE Fusion Intelligence for PeopleSoft using PeopleSoft Portal, OBIEE Dashboard Design Strategic Business Intelligence, OBIEE system health checks, OBIEE with SAP BW, and OBIEE training delivery.

Steve was the owner of this consultancy and sole consultant. His projects were with BI Consulting Group 2008 , KPI Partners 2009 , IBM 2010 , Rittman Mead America 2010 .

Confidential

Steve was the OBIEE strategy lead and head of key OBIEE consulting engagements with Perot now Dell Consulting , an international consultancy. Steve led strategic practice development efforts to increase the effectiveness of OBIEE consulting, incorporating issues like Hyperion/OBIEE coexistence, business outcome measurement into large-scale projects, and improving the use of data visualization.

Confidential

For the consulting practice, Steve architected and built a custom PeopleSoft EPM Projects Data Warehouse using PeopleTools App Engine for ETL and MicroStrategy BI on Oracle Database 9i. While at BearingPoint, Steve led two State government projects with PeopleSoft EPM and BI tools including OBIEE and Cognos, including the pre-sales and request-for-proposal RFP team. Steve also led webinars for Community of Interest groups on HR EPM, Service Oriented Architecture SOA and Business Process Management BPM .

Confidential

Steve led EPM/BI projects partnering with international banks, hospital and healthcare systems, worldwide distributors and BearingPoint with ERWin Data Modeling for Basel II, Ascential EPM Supply Chain/HR/Financials implementation, Hyperion Reporting, and Data Warehouse Project Management and Technical setup and design.

Steve was the owner of this consultancy and sole consultant. His projects were with Acsys 2005 , Cardinal Point 2005 , and Patriot 2005 .

Principal Consultant, As the Consulting Practice Lead for EPM Financial Services Industry, Steve led the worldwide EPM version 8.9 rollout, introducing Ascential and Kimball Data Warehouse to the internal consulting organization and large clients looking to upgrade EPM from prior versions. In addition, Steve consulted at various institutions implementing PeopleSoft Budgeting, Balanced Scorecard, EPM Data Warehouse and Data Marts, and Global Consolidations.

PeopleSoft/Essbase As PeopleSoft Modules Lead - EPM, G/L, A/P, Travel Expense, A/M, systems and design for data warehouse integration and design, change management, software selection and technology, Steve was responsible for a global project to streamline enterprise reporting, Sarbanes-Oxley compliance, and business analysis using Informatica ETL and Metadata, Hyperion Essbase, PeopleSoft Query, Crystal, nVision, and SQR. Various GL projects included G/L consolidation design of elimination business units and elimination hierarchy trees, and running and troubleshooting eliminations.

PeopleSoft Lead Developer Steve led the Fit Gap Analysis, Training, and Technical Upgrade to Peoplesoft Version 8 for Financials and Distribution. In addition, he led development of Custom Corporate Inventory System deployed on Peoplesoft Portal in Version 8, and the custom Peoplecode and Peopletools Quoting and Billing System. Steve was the Chairman of Development Group Practices Standards Committee.

PeopleSoft Project Manager 2000- 2001 Steve led a major process redesign of PeopleSoft Purchasing, Inventory, Order Management, Billing, A/R, A/P and G/L. Business process reengineering for financials reports and strategies reduced closing period from twenty-one days to five. He created financial reports daily dashboard for upper management, including sales and days in receivables.

PeopleSoft Senior Systems Consultant 1999- 2000 Steve produced the technical design of data warehouse, including data definition work with financial controller. He led data modeling, conceptual modeling, activity modeling and view integration. He also was responsible for troubleshooting and working with end users for Peoplesoft A/P, A/R and G/L, and resolving data quality and integrity issues between the custom web application and the billing system.

Project Leader PeopleSoft Steve was the project lead for the upgrade of Peoplesoft General Ledger, Purchasing, Inventory, Order Management, Billing, A/R and A/P and Asset Management 5.0 to 7.0 in a Unix/Oracle environment, and was also responsible as upgrade analyst for an HRMS 5.0 to 7.0 upgrade, doing compare analysis, the re-application of selected customizations, and definition and management of testing, training and rollout schedules. Stevel also defined a business case for selection of the Peoplesoft product suite for a merger of hospitals.

Associate Director - Finance Steve supervised staff development for staff of 80 hospital billing and collections specialists providing MIS steering committee leadership throughout a successful implementation of receivables management system.

Installation Consultant Steve managed installations of patient accounts, billing, and registration software at major New York hospitals. He directed 50 member multi-functional installation teams including business and technical directors to implement fit-gap solutions and accomplish successful go-lives on time and on budget.

Senior Accounting Manager Steve oversaw a 10 person accounting department and managed OMRDD OMH CFR reports, regulatory audits, and put into operation software for OMRDD tape billing to Medicaid.

PROFESSIONAL AND BUSINESS AFFILIATIONS

Steve served as a board member of the NJ Independent Oracle User Group for one year, the Financial Services Industry User Group for over five years, and the PeopleSoft/JDEdwards Quest Philadelphia User Group for over ten years

TECHNOLOGY CAPABILITIES

OBIEE versions 10.1.3x through 11g, Hyperion EPM and Essbase versions 4 through 11x, PeopleSoft EPM Applications Budgeting Planning, Balanced Scorecard Global Consolidations versions 8.8, through 9.1, PeopleSoft Financials versions 6 through 9.1, Oracle database and PeopleSoft database administrator v. 8, 9, 10g, 11g, SQL, SQR ver. 5 through 11x , PeopleSoft XML Publisher 9.x and BI Publisher 10.1.3x through 10.1.5x, Informatica ver. 6, Ascential ver. 7, PeopleTools and PeopleCode including PeopleSoft App Engine, Web development using PeopleSoft Portal, OBIEE Guided Navigations and Javascript. Project Management skills include project plans, team development and leadership, version control, change control and change management. Presales skills include RFP responses, proposals, demonstrations, project kick-off planning, expert role.

PUBLICATIONS

Steve is Technical Editor of books including PeopleSoft Developer's Guide for PeopleTools and PeopleCode Doolittle, McGraw-Hill/Oracle, 2009 , and SQR in PeopleSoft and Other Languages Landres Landres, Manning, 1999 . He is editor of Harnessing SQR Miller, 2002 . Steve has written various articles for Improvisations magazine on SQL and was moderator of PeopleSoft Fans Yahoo group for over 10 years.

SPEECHES

Steve frequently speaks at national and regional user groups including OpenWorld, Kaleidoscope and Collaborate on Business Intelligence Organization Strategy as well as Technical Topics such as Visual Dashboard Design Concepts, Basel II Data Modeling, PeopleSoft App Engine, PeopleSoft SQR, OBIEE and Hyperion, and PeopleSoft EPM.