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Manager of Planning and Analytics

Denver, Colorado, United States
December 28, 2017

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K. Richard Engel, CPA, MBA, CSM 303-***-**** (home) 303-***-**** (cell) LinkedIn: krengel

Career Summary

Possessing over twenty years of experience in the Advanced Analytics and Enterprise Performance Management (EPM) space. I have impeccable experience in building and leading world class consulting teams; possess deep industry, implementation and project management from over fifty large-scale life cycle delivery programs; and hold proven hands on experience with all major EPM platforms and Financial Planning and Analysis (FP&A) best practice. Extensive background in presenting strategic solutions to C-level executives, focusing on enabling companies to succeed in the intersection of Finance, Technology and Business Operations.

Professional Experience – Chronological

ProKarma Inc. Denver, CO

Senior Practice Manager 2017 - Present

Led a growing Performance Management and Analytics practices focusing on enterprise implementations of Anaplan and the IBM Financial Operation Performance Management platform (Cognos TM1 / Planning Analytics). Key accomplishments:

Delivered full life cycle implementation of Anaplan at an emerging SaaS provider, covering all aspects of the FP&A cycle. Leveraged project collateral to create framework for a service offering targeting FP&A needs of pre-IPO firms.

Led TM1 implementation at leading commercial airline, creating best in class planning for its flight operations, gate operations and maintenance centers, integrating those areas with top line forecasts. Developed a strategy for migrating / upgrading client to Planning Analytics.

Developed methods and collateral for Sales & Operational Planning (S&OP) solutions, and engaging energy and industrial companies. Leveraged this framework for providing solutions to companies owned by our parent, the Carlyle group.

Created a project management / customer excellence framework combining Agile and Anaplan Way methods, improving delivery efforts and client retention / references.

Developed and showed analytic dashboard for the Gaming industry deployed on Anaplan platform. Dashboard allowed real-time monitoring of all gaming and hotel operational metrics.

Cognizant Technology Solutions Denver, CO

Director of Financial Analytics 2012 - 2017

Led a growing EPM and Analytics practices focusing on enterprise implementations of the Oracle EPM platform, IBM Cognos TM1, Anaplan, SAP BPC, and Microsoft Azure. Key accomplishments:

Grew practice from negligible presence to over $25mm in sales and 150+ consultants. Recruited and staffed a strong onshore development team to partner with offshore support team to support the growth.

Oversaw creation of a comprehensive Analytics (Predictive and Prescriptive) and Planning solution framework for leading software vendor, incorporating Azure ML, Power BI, SQL Server (SSIS and SSAS) and third party tools. Solution incorporated advanced analytics to produced flexible planning solution. Solution linked to CFO Dashboard tracking metrics such as transfer pricing and currency movements to allow dynamic and rapid forecasting. Created Go to Market strategy to market solution to Cognizant and Microsoft clients.

Developed systematic methodology leveraging Agile and Iterative methods, for ensuring consistent business development and delivery efforts. Disseminated best practices / thought leadership in both EPM vendors and budgeting and planning for internal and client adoption.

Established market presence and transitioned practice with emerging and cloud based vendors, including Anaplan, Tidemark, Adaptive Insights, Oracle PBCS, FCCS and ARCS, Tagetik and BOARD.

Led EPM solutioning for the key clients, winning major deals in the banking, insurance, retail, logistics, municipal, consumer goods, healthcare, life sciences, and manufacturing industries. Focus on an integrated model including tools such as Planning, HFM, OBIEE, Exalytics, and DRM, integrating with source systems such as Oracle R12 ERP.

Architected solutions in Anaplan for a leading building materials firm and top consumer products firm covering all aspects of the FP&A cycle. Leveraged project collateral to create framework for a service offering in Anaplan and applications submitted on Anaplan Hub.

K. Richard Engel, CPA, MBA

CSC Corporation Denver, CO

Director 2011 - 2012

Led efforts to develop EPM / Hyperion competency within Oracle practice, focusing on enterprise implementations of Planning, BI and EPM solutions. Key accomplishments:

Successfully led effort to develop an Exploration and Production (E&P) planning solution for a Fortune 500 energy company.

oArchitected comprehensive Hyperion Planning and Strategic Finance model for widespread use within upstream industry. Solution focused on forecasting production and capital expenditures at well level.

oDesigned system to allow users to forecast revenue by field based on volume and pricing and run profitability analysis by field and company. Resulting model allowed client to be acquired at a favorable valuation for shareholders.

oLed Hyperion team of ten consultants, focusing on developing solution, integration application with legacy and new data systems, building data and metadata loads based on integrated sources, as well with Hyperion Strategic Finance and with Hyperion Financial Management applications.

Developed a comprehensive EPM solution for a leading industrial equipment manufacturer to allow complete financial statement planning and forecasting using Hyperion Planning.

oCreated a sophisticated sales forecasting model designed to isolate non-sales related (currency, product mix, etc.) drivers to allow true performance based metrics. Developed comprehensive expense planning processes key by historic metrics and statistics, serving as SME to the client’s FP&A team..

Rolta TUSC Consulting Denver, CO

Sr. Managing Consultant 2009 - 2011

Led business development and consulting efforts in western US for leading Oracle / EPM consulting firm. Focused development efforts at critical clients, delivering strategic, partnering solutions. Key client results:

Led EPM team and projects at Limited Brands, supporting multiple projects supporting the client’s ERP and EPM systems:

oLed Hyperion EPM upgrades (System 9 to version 11) and application enhancements, working as System Architect and Project Manager. Led team handling efforts to replace Hyperion Application Link (HAL) with Oracle Data Integrator (ODI) and upgrade ETL / Data Staging processes to add greater value to users.

oExpanded Rolta footprint at Limited, expanding staffing presence and leading conversion of TM1 applications to Hyperion Essbase. Led scoping and budget estimates for second phase of enhancements for 2011.

Architected comprehensive EPM solution for regional bank, delivering innovative balance sheet planning application, combining it with interest rate planning, headcount planning and S&A planning to produce full profitability planning and analysis.

oDelivered solution on time, reducing budget turnaround by 60% and providing support for regional branch acquisition by the client.

Led budget process redesign for directory publisher. Streamlined budget process to reduce turnaround. Led migration to Hyperion Planning 11.1.3 from Planning 9.2. Optimized settings and calculations, reducing maintenance and budget turnaround by over 50%.

Oracle Corporation Denver, CO

Senior Technical Manager 2007 - 2009

Led efforts to develop the EPM practice for western North America, focusing on enterprise implementations of ERP, BI and EPM solutions. Among major accomplishments were:

Built and closed a service pipeline from scratch to over $2 million in one year; As part of effort, developed strategic communications message for Oracle Consulting for internal messaging with license sales team and senior consulting management. Supported license sales growth of $23 million.

Providing critical support for the roll-out of Oracle’s EPM 11.1 architecture and new product offerings, including EPM Architect, Hyperion Profitability and Cost Manager, Oracle Integrated Operational Planning (IOP), Hyperion Strategic Finance (HSF), Oracle Data Relationship Manager (DRM); used hands-on experience to create implementation and integration best practices.

Created and delivered a joint ERP / EPM Iterative implementation methodology based on a combination of the Hyperion BPM method and the existing Oracle approach. Effort included creation of methodology for integrated deployments of Oracle EPM 11 and Oracle R12 ERP suite at enterprise clients, as well as strategic marketing communications, client decks and elevator pitches.

K. Richard Engel, CPA, MBA

IBM Global Business Services Denver, CO

Senior Managing Consultant 2005 - 2007

Cherokee Consulting, LLC Denver, CO

Director of Business Intelligence 2003 – 2005

Hyperion Solutions, Inc. Denver, CO

Service Practice Manager 2000 - 2003

ThinkFast Solutions, Inc. (Palladium) Denver, CO

Regional Manager 1998 – 2000

A-Cubed Solutions San Francisco, CA

Project Manger 1995 – 1998

Price Waterhouse Coopers San Jose, CA

Business Assurance Associate 1993 – 1995

UniCredit / Banco di Roma San Francisco, CA

Credit Analyst 1990 – 1993

Standard & Poor’s Englewood, CO

Financial Analyst 1986 – 1989


Santa Clara University, Leavey School of Business

Masters of Business Administration, International Finance

Graduated with High Honors

University of Colorado at Boulder

Bachelor of Science, Finance

Bachelor of Science, Accounting

University of Colorado Leeds School of Business

Fifty for Colorado Leadership Program

University of Pennsylvania, Wharton School of Business

Partnering with the CFO, Professional Education

Hands On Product Experience

Oracle Hyperion Essbase (certified), Oracle Hyperion Planning (certified), Oracle HFM, Oracle PBCS, Oracle FCCS, Oracle ARCS, DRM and ODI, Oracle OBIEE and Exalytics, Anaplan, Adaptive Insights, Alteryx, SAP BPC, IBM Cognos TM1, Tidemark, Tagetik, BOARD, Microsoft Azure, SQL Server (SSIS / SSAS), Power BI and Machine Learning, and Office Suite.

Direct Industry Experience

Consumer Packaged Goods, Retail, Gaming and Hospitality, Transportation, Distribution and Logistics, Media and Entertainment, Energy and Utilities, Technology, Banking, Insurance and Financial Services (including payment processing), Real Estate, Telecommunications, Biotechnology and Healthcare, Public Sector, Industrial and Manufacturing.

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