Sales Project

Jack Otero 914-***-****

Yonkers, NY ***** ***********@*****.***

www.linkedin.com/in/jackotero

Finance Leader / Business Intelligence / Financial systems

Finance-focused professional with extensive Enterprise Resource Planning experience. Subject matter expert for PeopleSoft Financial Modules including General Ledger, Accounts Payable, Purchasing, Billing and Travel & Entertainment. Financial leader with hands-on experience in all aspects of accounting and reporting; liaison between Technology and Finance Departments for requirements gathering, system enhancements and general system usage. Managed efforts across the company to collect internal and external data to drive better decision-making and identify data-driven growth through the use of Business Intelligence.

Areas of Expertise

PeopleSoft Financials

Reporting and Data Analysis

Project Management on improving Business Process

PeopleSoft Query and Reporting

Data Conversion

Securing Financial Data and Controls

Hyperion Essbase Reporting & Administration

Salesforce Reporting & Administration

Business Intelligence (BI) – Data Modeling & Dashboard Reporting

Digital Analytics

PROFESSIONAL EXPERIENCE

Condé Nast (2000 – 2016) New York, NY

(A premier media company producing leading print, digital and video brands. Condé Nast is a division of Advance Publications.)

Director, Business Systems and Reporting (2013 – 2016)

Leaded in business requirement gathering, developed Sales reporting, and designed integration into Salesforce.

Evaluated and implemented Business Intelligence (BI) for digital revenue business.

Designed and managed KPI dashboards for Sales team and AD operation team with internal and external information.

Conducted data conversion strategy for various projects and ensure the accuracy of information.

Managed Project on consolidating sales revenue to support various systems.

Consulted with data warehouse group in building Enterprise Data warehouse saving time and eliminating data duplication.

Provided strategy to secure data across applications.

Director, Financial Systems & Reporting (2006 – 2012)

Functional lead on PeopleSoft Financials upgrades projects. Delivered a project on time.

Liaised with Technology Department on the implementation of requested system enhancements. Facilitated completion of business requirements, assisted with testing and ensured business users understand the impact.

Subject matter expert providing functional support for customized PeopleSoft module used for Editorial Content Tracking which involved with legal, project costing, and rights management.

Led business requirement gathering for Phase II rollout of Editorial Content Tracking which allowed the users to provide a project cost estimate and expanded to look at Digital editorial projects.

Spear-headed project to reorganize financial structure and to determine the impact across various financial system modules.

Project Manager in charge of implementation of new modules for paper purchasing group, included Purchasing, Inventory and Cost Management.

Managed group responsible for implementation and ongoing maintenance of Hyperion Essbase used for financial reporting and planning.

Consulted with various groups outside of Finance to assist with improving business process and corresponding system usage.

Jack Otero Page 2

Condé Nast (Continued)

Director, Reporting (2002 – 2005)

Developed and maintain the common chart of accounts & standard reporting for five distinct entities: Condé Nast, Fairchild Publications, Golf Digest Publications, CondéNet, and Parade).

Managed month end and year end close process as well as production and distribution of accompanying reports.

Developed the PeopleSoft security procedure. Implemented standard access request process to ensure proper approval and documentation of all security requests.

Supported reporting and allocation process in both PeopleSoft and Essbase systems.

Managed company-wide rollout of PeopleSoft’s Travel & Entertainment Expense module.

Developed process for changes to Travel & Entertainment expense report approvers.

Gathered requirements for all interfaces into and out of PeopleSoft Financials systems.

Manager, Budgeting and Reporting (2000 – 2002)

A key member of the project team tasked with developing uniform business process as well as documenting roles and responsibilities to accompanying the creation of Shared Services Center.

Assisted with design and responsible for implementation of standard reporting package across all entities.

Designed common templates for use with the annual budgeting process.

Architected expense allocation process used to redistribute cost center expenses across the operating units that they support. Reduced processing time by 6 hours.

Installed Cognos Lex2000 Budgeting.

Additional Relevant Experience

Random House – Supervisor of Budgeting and Reporting

Streamlined the budget and forecast cycle ; developed several financial reporting projects such as Book Returns Analysis and Royalties.

Cathedral Church of St John Divine – Interim Controller

Managed Finance and accounting operation for Non-profit organization from Financial close to Treasury function. Ensured that financial controls were in placed. Developed efficient ways to analyze the Temporary Restricted Funds.

EDUCATION

Pace University

Master of Business Administration, Concentration: Finance

Bachelor of Business Administration, Major: Accounting Systems

TECHNOLOGY & LANGUAGE SKILLS

Microsoft Office (Excel and Access), Microsoft Power Query, PeopleSoft Financials, PeopleSoft Query and Reporting, PeopleSoft Security, Hyperion Essbase Reporting & Administration, Salesforce, Birst, Blackbuad and Basic SQL language.

Fluent in Spanish

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