Senior Financial A

Xiaochuan Shirley Lu

**** ********** ***, *** *****, NV 89113 ad5sos@r.postjobfree.com 201-***-****

SUMMARY: A senior financial professional and certified TM1 developer with proven success to model and deliver financial solutions in IBM Cognos TM1. Technical lead in TM1 architecture design, advanced Turbo Integrator process and rule statement scripting. Hands on experience in TM1 administration (installation, configuration, security, system backup, performance monitoring), TM1 system enhancement and upgrade. Strong knowledge of general ledger accounting, financial planning, analysis and reporting, budgeting and rolling forecasting, demand planning/predictive modeling, statistical analysis and modeling, financial and non-financial data mining, business analytical tool modeling. Proficient in T-SQL/SAS/VBA programming, working knowledge of python, Boto3 python, AWS Cloud S3, Redshift Spectrum, SNS notification, PowerShell, Command Line integrated to TM1 TI process, working knowledge of Oracle Hyperion HFM, FCCS, ERP, Cognos Analytics, Power BI and Cognos BI. Ability to interact with various clients, deliver desirable TM1 project outcome with least amount of rework and ongoing maintenance overhead.

EXPERIENCE:

May 2021-May 2024 Amazon Web Service Fintech Las Vegas, NV

AWS App Dev Eng – IBM Planning Analytics

Administrated and operated AWS Finance Cognos TM1 system with seven instances (1-2 TB each), data models for revenue, operating expense planning, capital expenditure planning, workforce planning, driver-based cost allocation, P&L reporting, segment analysis, and reporting & analytics.

Conducted month-end closing, planning cycle ad hoc system processes (Cognos Command Center), daily ad hoc system and customer support tickets, and wiki documentation and user training.

Developed projects from initiation to completion including dimension/ cube creation, rule/TI process scripting, using parallel TI via TM1py for large data set load from various data sources, data in and out of S3 bucket, creating spectrum table from S3 and partition, looping through files, elements in a dimension, hierarchies, children of a consolidation, a subset, attributes and cells, cube data import/export, dim sync, alternate hierarchy creation, snapshot process, AWS cloud product integration with TM1 such as IAM, CLI, S3, SNS notification, boto3 SDK py library. One project received 2023 Q4 team work award, snapshot enhancement project received accolade of 2023 CFO goal.

May 2017 – May 2021 MGM Resorts International Las Vegas, NV

Sr. Business Intelligence Developer

Administrated Cognos TM1 system with two application models, one daily P&L with driver-based forecasting, one annual budgeting and forecasting. Performed system administration tasks such as system backup and recovery, security setup (CAM mode 5), log file periodic cleanup, real time server monitoring, performance check, supporting over 180 users for system and data issue in production environment.

Led many post-go-live systems enhancement and development projects to ensure a daily TM1 model operational under tight time constraints. Prepared documentations and trained users to understand data flows, developed self-service process templates with action buttons allowing users to master their own data loads into a dynamic daily model, created an active form with excel proportional ratios and adjustments for users to validate month-end true up process.

Administrated Cognos Finance including month-end report bursting, report modification, batch report bursting via scripts, report library creation and maintenance, share-point administration.

Developed a statistical KPI cube in TM1, upgraded PAX and PAW in DEV environment including installation and configuration, automation in planning analytics for excel using API, planned the development of integrated retail’s python/SAS predictive model output to TM1 retail rolling forecast model using TM1py/TM1r package.

Participated in Oracle ERP cloud implementation, oracle FSSC/ARCS system administration, FRS web studio reporting, and Power BI reporting.

October 2016 to Starpoint Solutions (Client: Dow Jones) Princeton, NJ

February 2017 TM1 Consultant

Prototyped KPI model in Cognos TM1 10.3, responsible for cube and metadata structure design, source data import using TI processes, rule statement to calculate ratio KPIs and weighted average KPIs based on publication days, and KPI reporting.

Upgraded Cognos TM1 9.5.2 to TM1 cloud 10.3, responsible for converting VBA based dynamo reports to active form dynamic reports or CAFÉ reports, performed unit testing, testing plan, and UAT.

Created a small and dense FX reporting cube from a large FX analysis cube, created dynamic forecast scenarios using control cube, rule scripting and TI process to automate multiple scenarios, multiple currencies, variances and FX impacts’ reporting requirement, improved cube performance.

Developed an inventory planning cube, responsible for complex 6-week moving average rule calculations and varied period ‘s moving average rule statements.

March 2016 to Larson Toubro InfoTech Limited (Client: Johnson & Johnson) N.BRUNSWICK, NJ

September 2016 Sr. Technical TM1 Consultant

Conduct technical documentation, model business logic, rule statement and TI process review of existing TM1 applications in two instances.

TM1 server administration, application’s user support, IT ticket resolution, open item break fix, model enhancement including complex feeder optimization, user input template developed by VBA and API functions to include error trapping codes, large cube allocation using proportional spread.

Active form report and input template recreation using MDX and Workday data source. Alternative solution demo development in Dev environment.

Support 2017 planning cycle including data loading, troubleshooting, analyze and reconcile TM1 vs. data source to identify gaps, fix problems. Achieved one day ticket turn around.

June 2015 to Trident Technical Solutions (Client: Verizon Wireless) TAMPA, FL

February 2016 TM1 Consultant

Led architect and code development of TM1 10.2.2 models for Verizon Wireless’s National Customer Service, Business Operations with 18,000 employees.

Gathered business requirements, analyzed business logic, designed, prototyped, developed TM1 dimensions, attributes and cubes. Coded and tested rules and TI processes to ensure error free TM1 models.

Created an Admin control cube for relative time modeling, time control parameters and other string controls. Designed cube dependencies and data flows, manipulated disparate data source and data using SQL queries and VBA,

Developed dynamic views using advanced TI scripts to automate data copy/sharing among cubes, created month-end close templates with action buttons for end users to run TIs. Developed lookup and picklist cubes for data conversion and data entry, Maintained data accuracy and integrity of the system.

Budget, forecast input and reporting cubes include salary related expenses calculation, income taxes calculation, staffing forecast input, general ledger input, cost allocation (single cost driver), line item detail input, budget assumption cubes and drill through to line item TI process and rule assignment.

Operational statistics such as call volume, contact metrics, KPI indicators with various ratio calculations using financials, headcount and operational statistical data.

Built Cognos BI reports, published framework manager packages, dimensional report development in Report Studio and others.

August 2013 to TESTAMERICA INC. DARIEN, CT

March 2015 Sr. Financial Analyst-TM1 Specialist

Administrated company’s Cognos TM1 10.1 system, served as a single technical resource for over 90 users.

Developed and managed company’s TM1 solutions including forecasting, budgeting, profit and cash flow planning, costing, workforce planning, and KPIs models. Led TM1 building blocks’ development: cubes, dimensions, elements and attributes. Built business logic using rule statements and feeders, automated TM1 models using TI processes, enhanced user experience via web application design and business insight.

Created and developed on data connections to other data sources for automating and enhancing business analytic abilities, leveraged TM1 models and other data sources to design/develop new business solutions and performance metrics.

Created alternative dimension hierarchies, lookup and virtual cubes, wrote advanced TI scripting, developed dynamic subset using MDX queries, advanced worksheet & web sheet reports, active forms with drill down and special formatting, drill through process, and admin and data uploading template with active buttons.

Finance Experience:

May 2001 to Various accounting, financial planning and analysis roles with public and private companies.

May 2012 Financial planning, budgeting, reporting, month-end close, cost analysis, retail mix, margin

analysis, cash flow forecasting, new customer acquisition, merger & acquisition modeling, and risk management.

EDUCATION:

University of British Columbia, Vancouver, Canada

1999MBA: Finance, IT Minor

1997 MS: Applied Statistics

Certified Cognos TM1 10.1 developer (2016)

Chartered Financial Analyst (CFA) Level III (2013)

Certified Khalix (OLAP) System Administrator and Analyst for Consolidation (2007)

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