Project Manager Sales
Resume:
Christopher Jay Patterson
Fairfax, Virginia 22033
Email: aatgi9@r.postjobfree.com
SUMMARY
I am a senior consultant with 15 + years of overall experience in financial and budgeting analysis including a high proficiency with several, cutting-edge business intelligence software utilized for optimal analysis. Over the past 9 years, my expertise is in the development of business intelligence solutions, primarily budgeting solutions, for large corporations, government agencies and non-profit organizations.
Primary skill set:
Cognos Enterprise Planning (EP) Consultant:
o 9 years of experience developing Cognos-based solutions across multiple industries.
o Conversant with all versions starting with Adaytum Planning, through Cognos 7.1 – 8.4
o Certified in both Cognos Planning & Adaytum Planning with 17 successful implementations.
o Implement, manage and train fellow consultants and clients in best practice methodologies.
Cognos TM1 9.4 (IBM Formal Training - 2010)
Experience with other budgeting OLAP tools including Outlook’s Everest and BOARD (Italian-based).
Cognos 8.1 – 8.4 Business Intelligence solutions:
o Create Framework Manager packages and authored reports
o Formal Training with Cognos BI suite
Project manager responsible for all aspects of a project from gathering requirement and design, through development, testing, documentation and training.
Several years of experience as a Cognos Administrator
Complex Microsoft Excel financial/budgeting model building with Excel 2003 and Excel 2007
o MS 2003 Excel – Expert Level Certification by Microsoft (2004)
Other key skills/experience:
Cognos Metrics Manager/Metrics Studio (novice)
Experience with SQL
Former Big 4 experience including associated best practice methodologies.
Extremely proficient in learning new technologies and translating them into best practice business rules.
Outstanding oral, written & presentation skills necessary for successfully leading projects.
Significant pre-sales experience coupled with 3 years of Account Management and Business Development experience.
EXPERIENCE
International Foundation for Electoral Systems (IFES) – Washington, DC
W-1099 Project - Senior Financial Cognos Planning Consultant, 03/2010 – 08/2010
IFES is a global non-profit organization that assists developing democratic countries across the world set up best-practice voting systems.
Hired by IFES’s executive management to analyze, redesign, improve and document existing the company’s Cognos EP v. 8.3 models.
IFES’ existing models had been not been utilized for over a year due to incomplete models and lack of documentation. These things made the analysis of IFES’ models extremely tedious.
Responsible for IFES’s upgrade them to IBM Cognos EP v. 8.4, their most current version.
Trained key IFES personnel in the following areas: understanding model flow, administration of new models, and how to further enhance/expand these models.
IBM Corporation – Fairfax, Virginia
Senior Financial & Business Intelligence Consultant, 11/2008 – 03/2010
IBM Corporation is worldwide leader in innovative information technology solutions.
Senior Consultant and functional lead responsible for designing Cognos EP v. 8.3 & 8.4 solutions for IBM’s long-term Cognos Planning project with the Department of Energy (DOE) and later Michigan State University (MSU).
o These are/were both extremely large, long-term projects: IBM kicked-off DOE’s iBudget project in 2007, and the contract duration was to go well into 2013. MSU starting in June 2009 and is slated go through February 2011.
IBM’s iBudget project was DOE’s first enterprise-wide, end-to-end budgeting solution that was going to replace multiple, stovepipe legacy systems. The iBudget team was also deploying Cognos Business Intelligence (BI) v. 8.4 to over 200 DOE users which would have provided them with their first ever enterprise level reporting, analysis and dashboard system for the budget formulation and execution.
As one of the lead Cognos EP developer, I was responsible for gathering design requirements, implementing, testing and documenting five of the nine separate, but linked Cognos EP models, which comprised the IBM iBudget solution.
I was also responsible for training five DOE employees in Cognos EP so they could take over as Cognos EP Administrators.
As a part of my role, I regularly interfaced with the iBudget BI Team to ensure that the appropriate source for the EP budget data has been correctly modeled in Cognos BI v. 8.4.
Lead Cognos EP developer at MSU where my responsibilities included:
o All aspects of implementation including project management, development, cross-team coordination, and training MSU “power-users.”
ACP Consulting, Incorporated – Fairfax, Virginia
President & Main Consultant, 2007 – 2008
I created and ran ACP Consulting as an S Corporation in order to facilitate contracting with the following companies/agencies. I was the owner and the only employee of the company, and I completed the following projects prior to the recession which forced me to return to Corporate America.
MITRE Corporation – McLean, Virginia - 5/2008 – 9/2008
o I was specifically brought in to enhance two, incomplete and non-functioning Cognos EP models. In addition to incorporating best practice modeling techniques which were not present, I furnished comprehensive documentation for these models and made an independent recommendation that another application, TM1, would better serve MITRE’s needs. This recommendation was adopted by MITRE.
New Vision Engineering Group, Inc. – Falls Church, Virginia - 11/2007 – 4/2008
o I was a project manager for the administration and maintenance of the Defense Contract Management Agency’s (DCMA) Cognos Metrics Manager v. 2.2 as well as Cognos EP. Additionally, I served as the single Help Desk expert and trainer for the entire population of DCMA Metrics Manager end users (roughly 9,500 employees).
DataClarity Corporation – HQ in Raleigh, North Carolina (I was based in Northern Virginia)
Senior Financial/Cognos Consultant, 2005 – 2007
DataClarity is a value-added reseller and one of only a few platinum-level partners with Cognos Corporation that has roughly 50 consultants. We implemented Business Intelligence solutions including Enterprise Planning models leveraging Cognos’ suite of products and best practices.
Senior financial systems consulting position implementing the Cognos EP (versions Adaytum Planning, 7.2, 7.3, 8.2) module of the Cognos suite of BI software.
Responsible for all aspects of implementation at Fortune 500 to Fortune 1000 companies and government agencies, from gathering requirements through documentation, building, testing, roll-out and training.
Typically, I was project manager & consultant, where I was responsible for all aspects of successful projects, from design & development through training the client’s Cognos’ Administrators and end-users.
Additionally, I managed several other junior consultants on larger projects as I did with Lucent Technologies.
Implementations included the 2nd largest national medical diagnostics firm, a global financial company, a global manufacturer and wholesaler of cookware, and a large regional insurance company. Additionally, I built several successful proof-of-concept models, including one for the Department of Defense.
Worked closely with existing, typically MS Excel-based, financial, human resources and budgeting models and covert them to Cognos Enterprise Planning models.
Additionally, I utilized the latest version of Cognos BI Suite to ensure seamless integration between modules.
Regularly participated in the entire sales cycle from initial meetings, demonstrating proof-of-concept models, building effective, lasting relationships, to project close-out meetings where further recommendations (sometimes in entirely different business areas) are presented when prudent.
Computer Sciences Corporation – Falls Church, Virginia
Cognos Developer & Administrator, 2005 – 2005
Computer Sciences Corporation’s (CSC) Federal Sector Division contributes half of the company’s annual revenue of $14 Billion.
Senior financial analyst/IT position utilizing Cognos BI Suite (primarily Cognos Planning) to assist in building & maintaining CSC Federal Sector’s Budgeting Models.
Directly responsible for furnishing complex documentation on eight separate Cognos Models. Documentation included one manual for model administrators and one manual for end-users.
Our solutions primarily included an Indirect & Direct Cost Model, a Rates Model, and a Facilities Costing Model, leading to a Quarter Rates Submission model. As a result of having to adhere to strict DCAA guidelines, these models mainly consisted of extremely large, complex costing cubes.
Upgraded the model from Cognos Planning Version 7.2 to the latest 7.3 Version.
Lockheed Martin, Incorporated – Manassas, Virginia
W-1099 Project - Senior Financial Consultant, 2004 – 2004
Lockheed Martin Maritime Systems & Sensor’s Division supports several Navy programs.
Contract position where I served as the acting Capital Budget Manager.
Responsible for creating several weekly standard and ad-hoc financial reports and briefing the Controller on the status of the Capital Budget versus actual spending.
Developed and delivered weekly financial status presentations to the CFO and senior management.
MBA Management, Incorporated - Chantilly, Virginia
Director, Mergers & Acquisitions, 2003 – 2004
MBA Management specializes in Mergers and Acquisitions for small-capital firms. They were extremely successful over the last two years while I was there, completing 12 transactions.
Directly responsible for prospecting, developing and managing client relationships for M&A transactions throughout the U.S. Target firms’ revenues ranged from $2 -$50 million annually.
Developed target companies’ profiles, directly contacted company presidents & CEOs, facilitated meetings, calculated valuation(s), and advised clients on deal structure.
Created and marketed publisher-quality Comprehensive Business Review packages for clients.
Robert Half International - Vienna, Virginia
Account Executive – Management Resources Division, 2002 – 2003
The Management Resources division of Robert Half specializes in senior-level financial consulting.
Managed the entire sales process and operations of the Senior-Level Financial Consulting division for all clients in Northern Virginia.
Interviewed & matched senior-level financial professionals, ranging from senior financial analysts to CFOs, with suitable organizations on a consulting as well as on a permanent basis.
Jefferson Wells International - McLean, Virginia
Business Development Manager, 2001 – 2002
Jefferson Wells is an international firm specializing in Internal Audit, Accounting, Tax and Technology consulting. In January 2002, there was a major management change/restructuring.
Effectively managed client relationships with 15 organizations, each with revenues in excess of $750 million. This led to incremental revenues in excess of $100,000.
Managed all aspects of the client relationship from initial contact, proposal development, engagement management, project completion and ongoing relationship development.
Successfully marketed all lines of firm’s services: Internal Audit, Accounting, IT and Tax.
Global Management Systems, Incorporated - Bethesda, Maryland
Financial Systems Consultant, 1999 – 2000
GMSI is a government contractor offering information technology solutions. My division, Alleon, focused on financial systems solutions for commercial clients.
Project Manager, Pre-sales Engineer and Consultant specializing in the implementation of financial add-in applications for ERP systems, specifically Adaytum Budgeting System (OLAP).
Provided financial modeling and analytical consulting services to multinational corporations.
Managed the implementation and testing of the Adaytum Planning system for:
Lucent Technologies, L-3 Communications, Sun Chemical, JP Morgan and Birch & Davis.
Ernst & Young, LLP - Vienna, Virginia
Financial Management Consultant, 1998 – 1999
Ernst & Young is a global accounting & auditing firm.
Financial Manager of all accounts for five partners totaling $30 million annually.
Essentially, I was my partners’ personal financial analyst, assisting with all reporting any and analyses.
Managed client and engagement setup, billing, and cash using PeopleSoft’s Projects Module.
Prepared financial reports and billing analyses using Business Objects and Crystal Reports
Assisted partners with revenue planning and budgeting for all clients.
Veridian, Incorporated - Alexandria, Virginia
Financial Analyst, 1995 - 1998
Veridian is a government contractor specializing in information technology solutions.
Entry-level analyst position providing financial consulting support to Naval Air Systems Command.
Tracked expenditures and obligations of funding for modification upgrades to the aircraft.
Processed all funding documents associated with the client’s $30 million software sales program.
COMPUTER SKILLS
OLAP/BI Systems Office Tools/Operating/DBs Client/Contact/Other
Certified Adaytum Certified Consultant
Cognos Planning Certified Consultant (versions 7.2 – 8.4)
Cognos Metrics Manager/Studio
Cognos BI (8.1, 8.2, 8.3 & 8.4)
Cognos EP Trainer
Cognos TM1 9.4
Cognos Business ViewPoint
OutlookSoft’s Everest OLAP tool MS Office 2003 – 2010
Expert-level Certification in
MS Excel 2003 – 12/2004
MS Project
Microsoft Visio Flowcharting
Microsoft Works
MS SharePoint
ACT
Adapt
MS Outlook Contact Mgr.
MS SharePoint
Cognos ReportNet, PowerPlay, Impromptu & Cognos 8.x BI Oracle, PeopleSoft, SAP (ODBC connecting to these databases) Turbo Pascal
SQL Server (intermediate)
HTML (novice)
EDUCATION
Virginia Polytechnic Institute
• Bachelor of Science - Finance, December 1995
IBM
• Numerous one day to one week IBM and IBM Cognos Formal training classes delivered by global experts on a myriad of topics, including software implementation & other methodologies to “Adding more value as a consultant.”
Other – Formal Sales Training
• Attended two weeks of formal sales training with Jefferson Wells, as this was my first sales position. The information & experience I gained there has been invaluable to me as a consultant.
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