Manager Customer Service
Resume:
Summary
**+ years overall experience in financial analytics with extensive involvement successfully implementing budgeting, planning and analysis solutions. Advanced quantitative statistical analysis skills and business acumen coupled with business experience and understanding that manifest in an ability to accurately translate business requirements into successful solutions.
Skills Areas
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3rd Party data sources – including Bloomberg, Reuters
and Thomson Financial Reporting
Regulatory Compliance
Asset Management and Capital Planning
EDF/Risk Modeling
Query Manager, SQL, SPSS
Forecasting Annual Statements and Planning for Revenues
Oracle PeopleSoft
Hyperion Financial Forecasting
Financial Management, Statements and Practices
Lawson Procurement, A/R, A/P and GL
•IBM TM1/Planning Analytics Architect
•IBM TM1/Planning Analytics CAFÉ
•IBM TM1/Planning Analytics Performance Modeler
•IBM TM1/Planning Analytics Turbo Integrator
•IBM Planning Analytics Workspace
•IBM Planning Analytics for Excel (PAX)
•IBM Watson Analytics
•Cognos Enterprise Planning Migration
•Clarity Planning Migration
Project & Solution Areas
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Phase 1, new deployments
Bridge to Cloud (on-premise to cloud) v9.x, v10.x, v11 Upgrades
Clarity/Enterprise Planning Migrations
Installation & Configuration
Training, Mentoring & Support
Application, Solution & Process Documentation
Data Integration
Security & Access Design
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OPEX, Operating Expense Planning & Forecasting
CAPEX, Capital Expense Planning & Forecasting
Headcount Planning & Forecasting
Revenue Planning & Forecasting
Sales Planning & Forecasting
Asset and Capital Planning & Budgeting
Actuals/GL Integration, Variance Reporting
Project Expense Planning & Forecasting
What-If, Scenario Modeling
Professional Experience
Consultant – Senior TM1 Resource Role, Santa Clara, California, April 2013- Current
Own and drive the budgeting, planning & forecasting solutions using IBM TM1 and then IBM Planning Analytics from requirements gathering & validation, design & prototyping, development, testing, documentation and deployment.
Typically provided post-production support of enhancements, maintenance, monitoring and training & documentation to application owners, application administrators and end users; follow-on support and optimization of the application based on customer’s new requirements and process automation needs
Leader in the Fracking Industry, US, 2016 – Present
Design and deploy IBM Planning Analytics solution that enabled budgeting, planning and forecasting of headcount, operating expenses, revenue forecasting and GL actuals & variance analysis in the oil & gas industry.
Large National Retailer, US/Remote, 2016 - Present
Leverage existing Clarity Planning application to develop and deploy headcount planning, OPEX planning, revenue planning, and full P&L budgeting and forecasting solution using IBM Planning Analytics on Cloud.
Top Travel and Hospitality Destination, Remote, 2015 - Present
Replace complex Excel workbooks with TM1 (on-prem) solution to support comprehensive retail store, retail operations and inventory management solution. Later, upgraded solution to IBM Planning Analytics on Cloud.
Nationally Ranked Airline, US, 2015 - Present
Design and deploy full P&L budgeting and planning solution using IBM Planning Analytics on Cloud.
Major Telecommunications company, US/Remote, 2014 – Present
Design and deploy an Asset and Capital Project planning solution using IBM TM1
Leading Biotech company, US, 2013 – Present
Convert IBM Cognos Enterprise Planning solution to IBM Cognos TM1 solution – with extensive enhancements to capital expense, operating expense and project expense models and reporting.
Designed and deployed IBM TM1 solution which included sophisticated headcount allocations & planning, OPEX, CAPEX, revenue planning & revenue recognition and corporate-wide budgeting and forecasting with multiple companies and entities.
Director of Student Finance and Services, East-West University, Chicago IL, Jan 2012- Dec 2013
Lead internal contact for system conversion to Oracle PeopleSoft
Create, test and implement technical back-end set-up for Oracle PeopleSoft data file import/export for federal, third party and internal sources.
Develop queries for reporting of institutional scholarship data
Directly supervise the departments of Financial Aid, Registrar and Student Accounts (Business Office); effectively manage staff employees.
Ensure consistent and infallible compliance with the regulations of National and programmatic accreditation bodies, Sarbanes-Oxley and US Federal government through documentation and recorded measures
Director Student Finance & Services /Business Manager/Associate Faculty, Brown Mackie College/ EDMC, Indiana
Jun 2007- Nov 2013
Director of Student Services
Performed data mining, processing and evaluation of key performance indicators.
Utilize SPSS Modeler for predictive intelligence modeling.
Utilize Lawson for all procurement and oversee all accounting and GL coding and reporting for the institution within the Lawson system; emphasizing proper resource allocation and ensuring the accuracy of the financial statements.
Create and test Oracle/ Hyperion planning, forecasting and institutional budgeting templates utilized by over 120 universities within the educational network.
Directly simultaneously supervised departments: Financial Aid, Registrar and Student Accounts (Business Office); effectively managing a staff of over 20 full-time employees to ensure exceptional customer service and job performance
Documented audited compliance with the regulations of National and programmatic accreditation bodies, Sarbanes-Oxley and US Federal government through documentation and recorded measures
Work directly with the campus president and corporate services to effectively assist in forecasting and reporting of financial information of the institution, including the yearly budgeting process with an institutional revenue
Develop financial statements utilizing Lawson accounting and GL asset & expense information.
Student Accounting Supervisor/ Business Manager
Highly involved with planning and successful opening of new campuses; Responsible for ordering and requisitioning all physical capital items within the facilities, logistics and configuration of supply store.
Responsible for A/R, A/P, requisition, acquisition and GL coding for all events, administrative supplies and academic supplies for more than 14 programs of study.
Successfully oversee billing, cash payment components and risk management of student ledger accounts.
Associate Faculty
Instruct and perform various duties for non-traditional student body for School of Business & Economics; Courses: Personal Finance; Introduction to Business Administration; Business Career Planning & Placement; Trans-National Management
Content Support Associate /Financial Analyst, Moody’s KMV/Moody’s Analytics,
South Bend, IN/ San Francisco, CA Oct 2006- Mar 2008
Develop initiatives to further develop existing product software in reference to the Effective Default Frequency Model (EDF).
Make recommendations and implement corrective measures for incorrect accounting and financial statement data utilizing SQL database.
Analyze and evaluate financial statement data for accuracy and make recommendations for correct accounting and financial statement reporting
Assist first tier client support by providing responses and EDF modeling knowledge to client inquiries elevated to the content department.
Apply secondary source information from Bloomberg, Reuters and Thomson Financial to identify significant patterns in financial markets as well as qualify data (QA).
Write and publish “white papers” for internal and external client review in reference to proprietary products
Training and Credentials
Recent IBM TM1/Planning Analytics Training
•Generation of TM1 subsets and views
•Dimension maintenance tools and utilities
•TI-process synchronization and serialization
•Proven practices for Cognos TM1 configuration, architecture and design
•Proven practices & configuring TM1 Multi-Threaded Queries (MTQ)
•IBM Cognos TM1 and Planning Analytics rolling forecast and planning artifact
•TM1 “continuous” Time Period Dimension design
•Workflow with IBM Planning Analytics and TM1
Certifications
•IBM Certified – Cognos TM1/Planning Analytics
•IBM Certified – Cognos TM1 Data Analysis
•IBM Certified – SPSS Modeler Professional
•IBM Certified – SPSS Modeler Data Mining
•IBM Certified – SPSS Statistics
Education
•B.A. English, Indiana University
•Masters, Business Administration, Indiana University
•Doctorate, International Business, Argosy University
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