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Oracle Project

Ballwin, Missouri, United States
November 14, 2018

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A highly seasoned business professional with over 20 years finance, audit and IT experience. Known for expertise in Oracle Cloud, as well as strong work ethic, and ability to create, lead and grow “ultra” high-functioning teams.

Still an active CPA today who began a career in Financial Accounting at Ernst & Young as an external Auditor. In the late 90’s, self-taught how to configure the core financial modules within Oracle EBS 11i. Finding a natural knack for system implementations, both likely due to a natural interest in IT Corporate Systems and how ERP systems ultimately reconcile with US GAAP reporting, was promoted ahead of contemporaries due to a unique understanding of Accounting, Financial Reporting, Business Processes (MBA grad) and ERP system configuration.

Continued to grow knowledge and leadership skills, which went into high gear after earning the Project Management Professional (PMP) designation. Lead implementation projects as small as 8 to 10 people, to leading a team of 114 for a large global project for American Express.

Experience moving from 11i to R12, which continued to stretch knowledge and leadership skills by volunteering to lead projects for teams of all sizes and around the globe, including Australia, New Zealand, United Kingdom, France, Italy, Netherlands, Hawaii, Canada and many states throughout the US.

Selected to be part of one of the first ‘early adopter’ Oracle Fusion Financials implementations performed on a public company at Chick-Fil-A in Atlanta, GA.

Learned Fusion before it was released to the public. Very thorough understanding of exactly how Oracle Cloud Financials, Procurement, Projects, Inventory and more are meant to be configured.

A leading knowledge resource on implementing best practices for Oracle Cloud Applications. Featured speaker at various Oracle Events such as OW and OAUG. Also holds Oracle Cloud training classes for the public. Continues to lead large-scale, often international and complex Oracle Cloud projects across the globe.


Beam Business Consulting, St. Louis MO 2012 – Present


Created two Oracle Cloud-based companies. BBC (above) for one-on-one consulting, implementation, configuration, requested project audits (performed such Oracle Cloud Audits both during and after implementation was taking place. The second company, detailed below, is an Oracle Cloud Training firm.

Recent Oracle Cloud projects successfully led from start to their full “Go-Live” include:

Global Water Distribution Corporation; Paris, France (July 2018 to Oct 2018)

oLed a team of 17 resources in Paris, Atlanta and India all working together to implement a common ERP system.

oLed financials requirements gathering, to setup and demonstrate a functioning global proof of concept design based on client needs.

oDetailed subledger requirements, conversion strategy, chart of account redesign and mapping, enterprise design, as well as global consolidation needs.

Global Ocean Barge Transportation Firm; New Orleans, LA – (March 2018 to July 2018);

Leading the configuration of Oracle Financials Cloud, Oracle Procurement Cloud and Oracle Expenses Cloud. Responsibilities include:

oLed a team of 28 resources to implement Oracle Cloud Applications. 11 resources based in Louisiana, and 17 based in India.

oConfigured approval rules (approval hierarchies and dollar amount thresholds) for PO Requisition Approvals, Expense Reports, Unmatched AP Invoices, etc.

oUpdated Procurement ‘TAB’ accounting defaults to derive account segments based on PO Categories and Employee Default Expense Accounts

oDeveloped new Chart of Accounts and related reporting hierarchies

oSetup complex global Intercompany rules for internal transactions between entities;

oCreated new business processes dependent upon 3-way matching invoices (PO, Rec, Invoice) and non-3-way matching invoices (requiring purchase requester name)

oSetup and tested Integrated Imaging functionality to automate data input

Shoe Manufacturer and Distributor; St. Louis, MO – (Oct 2017 to March 2018). Performed multiple roles on a highly complex project including:

oLed a large team of 54 resources to implement full Financials, Supply Chain and Order Management for this Global shoe company. Resources were based in the US, China and India.

oServed as Project Manager and overall Enterprise Architect

oChart of Accounts Design Lead

oModule Configurator for all Oracle Financials Cloud areas (including: GL, AP, AR, CM, Banks, Payments, AP OCR Scanning, Approvals);

oSetup entire Oracle Supply Chain Cloud suite (including: Inv Orgs, Costing, Receiving, Warehouse Design, Cost and Movement forms, Inter-Org Transfers, Inventories, etc.)

oConfigured Oracle’s Product Information Management (PIM) to work with both raw materials, semi-finished goods as well as finished goods (PIM)

oEnabled full Oracle Procurement Cloud functionality

Developed custom reports as required by the client. Used the following Oracle Cloud reporting tools to create Financial Reports, Managerial Reports, Customized Infolets, and Customized ‘home page’ Charts and graphs:

oHyperion Financial Reporting Studio (FRS)

oOracle Transactional Business Intelligence (OTBI)

oOracle Business Intelligence Publisher (BIP)

oOracle Sunburst

oOracle BI Mobile Apps

oOracle Social Network

Consumer Technology Manufacturer; Irvine, CA – Oracle Cloud Financials Lead; Enterprise Architect

oLed a team of 15 resources to Design the Enterprise Structure; assisted client with COA Restructure, combine 3 separate systems and COA’s into one

oRestructured Ledger Architecture; Owned, Gathered Requirements and Configured the following Oracle Cloud Areas: Global Enterprise Structure; General Ledger, Payables (with RegalPay/AMEX integration), Receivables, Cash Management, Assets. Converted 10 Years of General Ledger Historical Balances. Heavily assisted with Oracle Cloud Procurement: (April 2017 to October 2017)

Oil Distribution Services; Dallas, TX – Project Lead; Module ownership areas: Oracle Projects Cloud (aka PPM), Procurement and Payables: (September 2016 to April 2017)

International ‘Fast Food’ Conglomerate; Louisville, KY – Financials Cloud Reporting Developer; Focus areas: OTBI, OBIEE, Hyperion Financial Reporting Center; Also responsible for converting Suppliers, Customers and seven years of historical general ledger balances: (March 2016 to September 2016)

Hospital and Medical Services; Santa Fe, NM – Project Lead; Ownership areas: Chart of Accounts development, Multi-Org/Enterprise Structure, General Ledger, Procurement, Inventory, Payables, Project Costing (PPM) and Reporting Tools (Hyperion Financial Reporting Center and OTBI); Converted 7 years of General Ledger Historical Balances: (August 2015 to March 2016)

Media (Television and Newspaper) Conglomerate .; Charleston, NC – Project Lead, Hands-On Configuration Resource; Ownership areas included: GL, AP, AR, FA, CM; Project Costing (PPM); Procurement, OTBI and OBIEE; Converted 2 years of Historical General Ledger Balances along with open Transactions prior to Go-Live: (January 2015 to July 2015)

Jewelry Designing and Sales; Cranston, RI – Project Lead; Module ownership areas: General Ledger, Reporting (Hyperion Financial Reporting Center, OTBI and OIBIEE): (July 2014 to December 2014)

Eye Doctor Group Services; Vienna, VA – Project Lead; Ownership areas included: Financials (GL, AP, AR, FA, CM); Procurement; Project Accounting (PPM) OTBI and OBIEE; Responsible for all General Ledger Historical Balance Conversions: (January 2014 – July 2014)

Foreign Language Teaching Media Company.; Arlington, VA – Configuration Consultant in the following areas: General Ledger, Payables, Procurement, OTBI, OBIEE: (June 2013 – January 2014)

Investment Banking Firm; New York, NY – Project Lead; Oracle Fusion Corporate Trainer (GL, AP, AR, FA, CM, Procurement); Report Developer (Hyperion Financial Reporting Center, OTBI, OBIEE); (January 2013 – June 2013)

Quick Service Restaurant Headquarters; Atlanta, GA – Configuration Consultant in these main areas: Fusion General Ledger, Payables, Fixed Assets: (August 2012 – December 2012)

Complete Cloud Training Global Client Base 2012 – Present (owner/instructor)

Independent company founded in 2012 created to deliver Oracle Cloud-Fusion Training. Used my Oracle Cloud experience to develop training materials for various Oracle Fusion process areas and personally conduct week-long training classes several times a year (approximately 4 to 6 training events annually).

Past Delivered Training Classes Include:

Oracle Financials Cloud Overview. Instructed students on basic navigation, fundamental configurations, use of ‘Rapid Implementation’ functionality, Financials modules (GL, AP, AR, FA, CM), core Fusion reporting tools, and leading Fusion Financials approaches.

Oracle Fusion General Ledger: Deep Dive for Implementers. Instruction topics included major implementation components for Oracle Fusion General Ledger, how to prepare for and conduct period close, review and understand the financial reporting options, how to configure journal approval, prepare corporate consolidations, general ledger and budget configuration.

Oracle Payables and Cash Management for Implementers. Class covered the major implementation setups for Oracle Fusion Payable, Payments and Cash Management, hands on testing of student configurations of Payables through Cash Management, reviewed each setup and maintenance step for Payables, Cash Management and Banks, individually created suppliers, invoices, payment batch, and printed check.

Capgemini Senior Manager; Oracle Service Line 2010 – 2012

Served as Senior Manager at Capgemini, a Platinum Oracle Partner. Responsible for (1) Leading large Oracle Implementation Projects (2) Developing New Business both at existing clients as well as developing new business through relationships (NBD) and sales efforts (3) Supervising approximately 45 Capgemini consultants throughout their career.

In addition to the above core responsibilities, was instrumental in the following efforts:

Led effort to recruit employees to obtain their Oracle certifications to help achieve Capgemini’s higher goal of becoming an Oracle Platinum ‘Elite’ partner.

Named Capgemini’s senior Oracle “knowledge leader”, which allowed me to serve as the initial go-to resource for validating details within business development presentations and request for quote responses.

Served in the core business development team as the main Capgemini resource for delivering oral presentations when presenting a bid relating to Oracle Financials and/or Oracle Procurement offerings.

Sweet Traditions, LLC St. Louis MO 2007 – 2010

Chief Information Officer

Accountable for IT strategy, ERP maintenance, financial reporting, IT budgets and investments, producing accurate manufacturing and delivery logistics and managing two separate IT groups located in Chicago and St. Louis.

Managed the needs assessment, solution options identification, consensus building and selection process, project planning, software negotiations, software development, team-building, and rapid project implementation of a global Point-of-Sale system solution, which we were able to take live end-to-end in 10 months;

Established/reinforced operating structure providing systems availability at 99.9% standard across user community, including performance monitoring, SPAM filtering, desktop management software improvements, and higher speed internet access feeds.

Responsible for technology and budget investment/ROI, risk and control assessments.

Built and launched successful enterprise PMO. Continually ensuring SLA's, budget and on-time delivery.

Rolled out successful logistical tools for scheduling overnight delivery of doughnut to our many corporate customers (e.g., grocery stores, upscale gas stations, etc.).

Introduced a 24x7 IT support system which reduced overnight manufacturing mistakes by over 40%. The system also improved employee morale as the overnight support was distributed and shared amongst all IT resources throughout Missouri and Illinois.

Ensured that cost savings measures were met with travel, expenses and office supplies, etc. on an ongoing basis

Developed five-year IT strategic roadmap in partnership with business leadership and agreed supporting budgets

Initiated an IT Governance Steering Committee to ensure IT investments were understood and supported.

Ongoing Activities: Performs speaking engagements at User Group meetings, as well as voluntarily presents at various Oracle public forums and gatherings including Oracle World and Oracle Applications User Group meetings. Speaking topics generally center around themes such as implementation and business process leading practices, post project reviews - lessons learned, explanations of misunderstood / detailed IT concepts, etc.

Additional past experience includes:

Oracle Consulting Services (2004 – 2007)

Capgemini (2000 – 2004)

Ernst & Young, LLP (1998 – 2000)



MBA – Information Systems Focus


BBA – Accounting Major




President – Cincinnati Baptist Union Association

President – American Accounting Association –

Cincinnati Chapter

Certified Public Accountant (CPA)

Project Management Professional (PMP)

Oracle Financials Cloud Certified

Implementation Specialist

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