**** *. **** **** *******, AZ *****
*********************@*****.***
Phone: 602-***-****
Richard Thompson, CPA
Biography
• CPA with a Master Degree in Accounting.
• Over 13 years of experience in implementing, upgrading, and maintaining Oracle systems.
• Effective communicator that has managed virtual teams using Outlook IM and screen sharing.
• Motivated worker that is able to work independently and train less experienced team members.
• Technical Functional: Served on steering committees and can partner at all organizational levels.
• Willing to travel as needed.
Professional Certifications
Certified Public Accountant (CPA), AZ License 6857 E
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Internal Revenue Service Sole Practitioner Registration No. 5460 S
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Casualty/Accident/Health/Life/Property Producer, AZ License 981014
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Skill Highlights
Platforms: Windows, Unix (Linux), Sun (Solaris), Hewlett Packard (HP/UX)
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Oracle 11i/12: GL, AP, AR, Project Accounting, FA, PO, CRM, SYS Adm, Workflow, etc.
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: SQL, SQL*Plus, TOAD, SQL*Loader, Entity Relationship design, Modeling, Governance,etc.
Data
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Microsoft: Excel, PowerPoint, Access, Projects, Word, Visio and Outlook
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Reporting Tools: Business Objects, Oracle FSG, Micro Strategy, Essbase, etc.
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Project Management Methods: Oracle AIM, Method 1, Waterfall and Vendor Specific
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Accounting: Financial, Cost, Tax, Payroll, Auditing, (SOX) Sarbanes Oxley Act Compliance, etc.
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Other: Use Cases, Logical Models, Process Flow Diagrams, Report Specifications and Flow Diagrams.
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Education
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Masters of Accountancy, Minor: IT Management, University of Arizona, Tucson, AZ
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BS Business, Major: Accounting, Wayne State University, Detroit, MI
Employment and Consulting History
American Express Global Insights, Consultant IT Business Analyst, Phoenix, AZ, 2011 – Present
Accomplishment: Completed the initial launch of a global business intelligence reporting system.
• Chair JAD sessions with cross functional groups to document business processes/requirements.
• Conduct functional/technical meetings to explain IT solutions, project budget/status and priorities.
• Work with developers/testing teams/end users to verify that testing satisfies requirements.
• Redesign business processes related to accounting/collections and create reporting metrics.
• Maintain requirements in Mystic and track system defects and change control using Clear Quest.
• Map business process flows used in designing applications and creating systems’ documentation.
• Facilitate the reliability/relevance of data by coordinating with data governance and developers.
• Develop IT user administration manuals and consult with business on SOX compliance.
Wells Fargo Bank, Consultant IT Project Manager/Business Analyst, Scottsdale, AZ, 2009 – 2011
Accomplishment: Managed 9 multi million dollar IT projects within time/budget saving 20 million dollars.
• Assists business owners with creation of the value proposition/ROI/business cases for projects.
• Provide high level system/financial analysis in support of management decision making.
• Communicate and provide guidance to business partners regarding relevant financial policies.
• Lead projects and provide guidance to less experienced staff in various aspects of the SDLC.
• Create project budgets/plans/business cases by working with business partners to collect data.
• Manage the actuals/schedule against the budget/plan using Hyperion Essbase, STAMP, and Planview.
General Dynamics C 4 Systems, IT Project Manager/Business Analyst, Scottsdale, AZ, 2007 –2009
Accomplishment: Team lead on a project that converted 16,000 users from Cost Point to Oracle Financials.
• Functional Lead for Oracle GL, HR, Projects, Project Billing, AP, AR, CRM, FA and related interfaces.
• Prepare the set up, requirements, functional/technical design documents, test cases/plans.
• In charge of change management: risk assessment, impact analysis, instance management, and metrics.
• Manage IT projects using the following project methodologies: Oracle AIM and Waterfall.
• Direct the activities of assigned team members for weekly/monthly/annual processing.
• Use Oracle Systems Administration to test on boarding, configurations, security groups, and linkage.
• Internal interface with vendors for best practices, service requests, licensing, upgrades, etc.
• Work with teams to determine future systems/interfaces/strategies/tools/budget/resource planning.
• Develop project plans, scheduling and cost estimates using Oracle Essbase/Stamp and MS Projects.
Prudential Real Estate & Relocation, IT PM/Business Analyst, Scottsdale, AZ, 2005 – 2007
Accomplishment: Taught myself Re Lo Advantage and managed the system which supported 90 users.
• Functional lead for Oracle GL, PO, AP, AR, HR, Projects, FA, on and related interfaces on release 11i.
• Act as an expert in providing an understanding of the complexities of business processes to teams.
• Function as the major interface between the IT organization and their cross functional customers.
• Work with the IT developers to translate customer requirements into detail technical requirements.
• Create requirements based software test plans to test software fixes/enhancements/upgrades.
• Identify/analyze/prioritize/streamline customer business processes associated with SW solutions.
ECS Consulting, Senior Project Manager, Pittsford, NY, 1999 – 2005
Accomplishment: Lead the first successful launch of Oracle Financials 11i in upstate New York.
• Recommend innovative ways of implementing technology to support clients’ business needs.
• Plan projects, determine business objectives, and verify project feasibility based on budgets/resources.
• Determine business/architectural requirements and determine gaps and propose solutions.
• Use best practices to create standards used in data migration and custom development.
• Devise test plans and conduct testing of customizations/enhancements/interfaces/data conversions.
• Deliver finished solution to include rollout plans/user training/change management/load testing, etc.
• Implementation lead of Oracle products: GL, Projects, AP, AR, CRM, FA, AOL, HR, SYS Ad, etc.
Oracle Corporation, Implementation Project Manager, Troy, MI, 1998 – 1999
Accomplishment: Lead the successful launch of Oracle 11i financials for the City of Detroit.
• Conduct detailed systems analysis in support of systems implementation/development/design.
• Work with clients to determine appropriate tools/interfaces/hardware and whether to outsource.
• Define project scope, do ball park sizing, identify key stakeholders, and highlight project benefits.
• Secure project funding, build project team, identify impacted areas and gather requirements.
• Assess project risks, develop project plan/WBS, review designs, and create test plans.
• Create project documentation i.e. Charter, Business Case, Sizing, Budget, Project Plan, BRD, etc.
Andersen Worldwide, Senior Auditor/Consultant, Detroit, MI, 1992 – 1998
Accomplishment: Transferred to Accenture and led development activities for America Express.
• Graduated from the business process unit and supported main frame development for large clients.
• Conducted compliance audit/financial audits of large clients in accordance with GAAP/GAAS.
• Prepare Financial Statements/Disclosures/Compilations/Reviews/Tax Returns for clients.