Edward S. Cole
**** * *** **. ******** lle, M I *9426
edscole@hotmai l.com
Cell 616-***-****
SUMMARY
Executi ve and fi nancial leader with 16 years of mana ge ment consulti ng and i ndustry experience
he lpi ng Fortune 1000 compa nies lea d a diverse ble nd of strategic, operationa l a nd fina ncial
initia tives. Experienced team leader and cha nge age nt wi th expertise leadi ng fi nancial and
organizatio na l tra nsformation i ncludi ng: Busi ness Performance Manage me nt (BPM) / Busi ness
Inte llige nce (BI), fina ncial a nd o perationa l process improve me nts, fina ncial a nd i ntegrate d
planni ng, conso li dations a nd reporting, chart of accounts design, fina ncial operations, s hared
services, organizatio n design / strategy, IT strategy, syste m selections a nd i mple mentations.
Industries served include: Ma nufacturing / CPG, Phar maceutical / Life Sciences, Banking /
Financia l Services and Energy / Uti lity. Representative c lie nts i nclude: Agi lysys, Amway, Baxter
Healthcare, Bruns wick, CVS, Denso, Emerson Electric, Halli burton, Ke llo gg’s, Liberty M utua l,
Mylan Labs, Phi li p Morris-USA, PPG, PSEG, a nd the Va n Ande l Insti tute.
Ski lls and Q ua lifications: M S office proficiency, Hyperion, Cognos, Business Objects, Longvie w,
Lawson, Great Plains, JD Edwar ds, SAP, financia l mo deling, trend a na lysis, forecasting /
budgeti ng/planni ng, mo nth end c lose, consoli dations a nd reporting, strategic and capita l
planni ng, KPI’s / dash boardi ng.
EXPER IENCE
ARCHSTONE CONSULTING 3/06 – 7/09
CFO Services M anager Chicago, IL
Responsibilities
• Senior mana ger responsible for lea ding a variety of strategic, financial and o perationa l
initia tives to he lp companies i mprove fina ncial a nd business operations.
• Lead teams of clie nt and consulti ng resources, enga ge and partner wi th senior mana geme nt
and cross functiona l stake ho lders to define visio n and leverage leadi ng practices and too ls
to execute a nd ena ble the vision.
• Responsible for program/pro ject mana geme nt, staff mana ge ment and de velo pment,
recruiti ng, a nd business and i nte llectual capita l deve lo pment.
Key Accomplishments
• Manager of ini tiative to redesign a nd i nte grate pla nning processes organization wi de for a
$14 bi llion CPG manufacturer. Led the redesign of all planni ng processes including strategic
planni ng / target setti ng, lo ng ter m and annual planni ng and forecasting. Improved the
inte gration a nd a li gnme nt across functiona l business planni ng processes (sales / marketi ng,
operations / supply chai n / procure ment and fi nance)
• Manager of pla nning a nd reporti ng i nitiati ve to define future state pla nning a nd reporti ng
processes and informatio n de livery for a $14 billion CPG ma nufacturer. Designe d the vision
and i mpleme ntation roadma p for the pla nni ng and ma nage me nt re porting processes.
• Led a pro ject to define fina ncial mana ge ment and re porting vision a nd i mple mentation
roadmap at $15 bi llio n CPG ma nufacturer. Be nchmarke d agai nst lea ding practices and
deve lope d the f uture state vision, i nitiati ves roadma p a nd va lue proposition.
• Testing, reporti ng and security lead for glo ba l consoli datio ns and reporti ng i mple me ntatio n at
multi- bi llio n CPG ma nufacturer.
• Project Mana ger and fina ncial process lead for the full life cycle deve lo pment and
imple mentation of Hyperion Syste m 9 glo ba l consoli datio n a nd reporting solutio n for a $20
bi llio n ma nufacturi ng conglo merate.
• Led a strategic assessment a nd i nitia tive roadma p of the financia l syste ms and pro jects of a
multi- bi llio n globa l logistics services provider. Deli verables inc lude d current state
assessment, recommende d architecture, business case, prioritized fina ncial and syste ms
initia tives and a n i mple me ntatio n roadmap.
• Assisted a Fortune 50 retai ler i n the design a nd deve lopme nt of a solution to i nte grate its to p
do wn a nd botto ms up pla nning and forecasting processes and reporti ng using Hyperion
System 9. T he scope i ncluded bui ldi ng a ne w process to integrate a nd a lign metrics,
forecasting processes, and reporti ng betwee n merchandisi ng, sales and finance functions.
DELOITTE CONSULT ING 6/99 – 3/06
Financial M anagem ent M anager Grand Rapids, M I
Responsibilities
• Track record of increasing responsi bi lities from ana lyst le vel process and syste m design and
configuration to e nga ge ment ma nager responsible for pla nning and directing a variety of
financial a nd o perationa l i nitiatives. Pro moted from consultant to ma nager i n less than four
years.
• Responsible for all aspects of program/pro ject and c lient ma nage me nt, leadi ng the visioni ng
and design of BPM / BI processes and tools, a nd leading a nd leveragi ng teams to de li ver
expected results/returns.
Key Accomplishments
• Directed a fina nce transformation program to bui ld the fina ncial foundatio n to pre pare a
private e quity o wned regiona l publishi ng compa ny for public offering. Ke y i nitia tives i ncluded
bui lding a central accounti ng function and fina nce shared services center, defining and
bui lding ne w fina ncial processes and contro ls (SOX readi ness), designi ng/i mple menti ng
chart of accounts, upgradi ng technical infrastructure, i mple menti ng ERP, deve lopi ng a cash
ma nage ment, ba nki ng a nd treasury solution, and se lecting a HR/PR o utsourcing ve ndor.
• Execute d over te n i nitiatives helpi ng compa nies transform and i mprove Business
Performance Mana ge ment (BPM) processes and systems. Progressively i ncreased
responsibi lities and gai ned dee p expertise lea ding BPM pro jects and i mprovi ng financia l a nd
busi ness planni ng, conso lidations and reporting functio ns through ado ptio n of leadi ng
practices, redesigned processes and i mple menta tion of BPM/EPM a nd BI too ls (Cognos,
Hyperion, Business Objects, etc). Exa mples inc lude: rolli ng forecasting, to p do wn botto m up
budgeti ng / planni ng, driver based mode li ng, scenario analysis, a uto mated data i ntegratio n,
meta data ma nage ment, process manage me nt / workf lo w, capita l and wor kforce planni ng.
• Manage d multi ple o perationa l a nd financia l assessments and i mprove ment projects for a
pre-clinica l contract research organi zation (CRO). Helpe d transition from a pure ly scientific
ma nage ment phi losophy to bui ldi ng a foundation and culture of improved business and
performance ma nage ment a nd accounta bi lity by i mple menting cost accounti ng, performance
ma nage ment a nd busi ness inte lli gence processes, systems, and reporti ng a nd ana lysis
capabi lities. Resulting c hanges he lped to i mprove margi ns by over 20% and contribute d to
average annua l sa les gro wth of nearly 25% over the last ten years.
• Led the documentation and require ments defini tion of the la boratory processes and syste ms
for a multi-bi llio n pharmaceutica l compa ny. Identified a nd eva luated process and system
inte gration o pportunities.
• Lead consultant / senior consulta nt on various ERP syste m se lections and i mple me ntatio ns.
Responsible for scoping requireme nts, process design, syste m confi guratio n a nd a ll phases
of SDLC for full range of financial modules (GL, AP, AR, ba nki ng/cash, jo b/acti vity costing,
purchasing, i nve ntory, budgeti ng, etc) of various systems (La wson, JD Edwards/Oracle,
Great Plai ns, etc).
Baxter Healthcare 5/98 – 8/98
Global System s and Data Analyst Deerfield, IL
American Express Fin ancial Advisors 5/94 – 8/97
Technology Consultant, Financial Analyst Grand Rapids, M I
EDUCAT ION
MBA - Fi nance, IS - India na Uni versity, Ma y 1999
BA - Econo mics, Business - Hope College, May 1994, Cum Laude
PERSONAL / OT HER
• Co-authored whi te pa per May 2009 - “Tur bule nt Ti mes Call For Inte grated Planni ng” -
http://www.archstoneconsulti ng.com/tho ught.aspx?id=3292
• Board Member of the American Red Cross Ottawa County Chapter
• Member of the Insti tute of Manage me nt Accounta nts (IMA)
• Profile / Blo g - http://www.li nke di n.com/pub/e dwar d-cole/2/352/b07