Lana Kelley, MBA, CPA candidate
Profile: A highly motivated, results-oriented IT/Finance professional with diverse experience in financial systems implementations, global accounting, reporting, forecasting, analysis and operations support.
- Ten plus years of experience in full life cycle implementation, upgrading, and re-engineering of EPM (HFM, Planning, Essbase, ODI, FDM/FDMEE, FCM & DRM) Products including Design, Development, Testing, Training, Roll-out, Application Creation/Optimization and Business Processes.
- Deep knowledge in HFM Consolidation engine, Intercompany Eliminations, HFM dimensionality design with strong concepts on HFM security, FDMEE Mapping & Integration, Business rules and Calc Scripts, Automation, etc.
- Collaborate with various teams for identifying critical business problems and optimization of system usage and month-end close processes.
- Interface with business owners and higher management to address issues with policy, process and procedure changes and assist them in decision making with detailed analysis and presentations.
- Played a critical role in establishing data standards, coordinating with technical and operations teams to enable high-quality data collection through validations, integrations and automation.
-Knowledge of Sarbanes-Oxley (SOX) and International Financial Reporting Standards (IFRS) requirements as it pertains to both financial reporting controls and system maintenance controls.
- Extensive knowledge and experience working with EPM Products including HFM, Hyperion Planning, Essbase, Hyperion Financial Close Management (FCM); DRM, Hyperion Enterprise, LCM (Life Cycle Management), HSS (Shared Services), Business Rule Development (HBR), Calc Scripts, FDMEE, Informatica, HAL, PeopleSoft, SAP, Oracle 12e, EBS, JD Edwards Enterprise one, Great Plains Enterprise, FRX, Dynamics GP, other accounting systems, Crystal Reporting, Systoc, Infinium, IBM AS/400, Margin Minder, Surpass, Mask, MS Outlook Express, Excel, Access, MS Visio, MS Project, Tableau and Data Warehousing products.
-Excellent verbal and written communication skills and dedicated customer-service focus in both supporting and training Hyperion users and working with upper management in implementing complex reporting requirements.
-Proven ability to prioritize and organize multiple projects and tasks.
- Experience working with Medical Devices, Finance, Health Care, Telecom, Manufacturing and Global Real Estate verticals.
MUFG Union Bank, N.A.,
MUFG is one of the world’s leading financial groups with 1,100 offices in over 40 countries
and assets of nearly $ 150 billion.
Financial Systems Lead - HFM /Vice President Asst
Los Angeles, CA (05/2016 – Present)
Managing functional and technical administration, architecture, and deployment of the Oracle BI Applications v. 184.108.40.206 (HFM, FDMEE,ODI) which includes designing applications, defining metadata (9000 entities and 7500 COA accounts), security, develop intergration, mapping tables, Calc Scripts (business rules) based on company requirements.
Responsible for leading requirements gathering, design, configuration, automation and validation cycles on Integrated HFM projects, build and test data integration between PeopleSoft, EDH (DW) and the Hyperion suite of products; and build best practices with reporting processes and implementing new processes utilizing the Hyperion suite.
Identifying and internalizing how designated business applications align with associated departmental goals and objectives; assist with business development activities; develop and maintain project plans.
Overseeing all activity related to the consolidations reporting system; overseeing analysis of various inter-company eliminations, transfer pricing and allocations, examining accounts for accuracy and makes necessary adjustments; and provides guidance to regarding JGAAP and U.S. GAAP.
Working with internal and external auditors, corporate accounting and SEC reporting groups to design and maintain strong controls around changes and updates to the financial reporting database to comply with Sarbanes-Oxley, IFRS requirements and Change Management.
Re-engineering data flows and process steps so that unnecessary activities are eliminated
Mentoring the work of other team members and subordinates assigned to the project;
Managing ongoing systems maintenance, support and training for Hyperion users
Danaher is a leading Fortune 150 manufacturer with sales in excess of $20 billion. KavoKerr represents Medical Devices platform with sales of nearly $ 7.5 billion.
Manager, Financial Systems
Global Financial Systems Group, Orange, CA (08/2007 – 04/2016)
Full life-cycle HFM/FDM/FDMEE/DRM implementation, upgrade and re-development to HFM 220.127.116.11, 18.104.22.168 & 22.214.171.124. (Hyperion BI+ Workspace, DRM, Financial Reporting, Web Analysis, Smart View Services, Shared Services, Reports, FDM).
Managed technical and functional administration, architecture, and deployment of the Oracle BI Applications (HFM, FDMEE & DRM) which include defining metadata, FDMEE mapping tables (28 GL systems), security, develop member-lists, Calc Scripts (business rules) based on company requirements.
Identified and internalized how designated business applications align with associated departmental goals and objectives.
Managed consolidation process. Overseen all activity related to the consolidations reporting system; overseen analysis of various inter-company eliminations, allocations, roll-forwards and historically translated accounts (CTA); examined accounts for accuracy and makes necessary adjustments; and provided guidance to operating units regarding IFRS, IAS and U.S. GAAP.
Managed financial statements conversion for newly acquired and merged companies, including multiple chart of accounts (COAs) into Global COA, transfer pricing and allocations, intercompany and operating data consolidations used for the actual, budget and forecast purposes, provided management with detailed analysis related to financial questions; provided periodic reports and performs special studies for management; participated in implementation of new financial accounting standards and corporate accounting policies and procedures; researched new and changed Financial Accounting Standards and makes recommendations on how company maintains compliance; collaborated with other departments for special projects; optimization of Chart of Accounts.
Lead technical effort with testing and deployment of upgrades to keep application release level current, migration of application and databases across multiple environments (DEV, SIT and Prod).
Worked with internal and external auditors, corporate management reporting (CMR) and SEC groups to design and maintain strong controls around changes and updates to the financial reporting database to comply with Sarbanes-Oxley and IFRS requirements.
Managed technical and functional work of other team members.
Managed technical hardware/ software configuration. Troubleshoot (track, triage and resolve) issues with designated business applications.
Worked through service requests with Oracle support to obtain highest level of customer support.
Managed systems maintenance, support and training for 210 Hyperion users located around the world.
Coordinated work efforts with the DBA and technical infrastructure teams and cross functional application teams for application change controls and system performance issues
Hyperion Financial Systems Analyst/Developer –
CB Richard Ellis, Global Finance Group, El Segundo, CA (03/2005 – 08/2007)
Supported Implementation of Hyperion system 9.2 Applications for a $12.6 billion Fortune 500 Company. (HFM, Hyperion BI+ Workspace, Financial Reporting, Web Analysis, Smart View Services, Shared Services, Reports, HFM Web, Upstream Web Link (FDM) and Upstream Batch Loader, Hyperion Planning & Essbase).
Performed full life-cycle systems development; effort includes full, end-to-end system implementation and integration to Oracle ERP
Integration with existing systems and configuration of system based on existing and newly identified business processes
Developed and generate standard and ad hoc reporting capabilities from new and existing data sources for the Hyperion Module
Managed the consolidation process. Preparation consolidating and adjusting entries for input into the consolidations system (Hyperion); oversee all activity related to the consolidations reporting system; oversee analysis of various inter-company accounts.
Analyzed, developed and implemented solutions to complex reporting tool infrastructure system problems.
Worked with internal and external auditors and financial accounting group to design and maintain strong controls around changes and updates to the financial reporting database to comply with Sarbanes-Oxley and IFRS requirements.
Managed MDM, monthly loading process and reconcile any discrepancies and validation errors, create and maintain mappings
Managed financial statement issues with subsidiaries
Performed inter-company reconciliation at a consolidated level
Recorded and managed elimination entries and top-level adjustments
Helped establish new procedures to continually improve and reduce closing cycles
Re-engineered and optimized existing processes, and participated in the month-end close
Provided training and support for existing and newly developed systems to departmental staff
Sr. Financial Analyst /Financial Systems Analyst
Sunrider International, Inc., Global Finance Group, Los Angeles, CA (02/2004 – 03/2005)
Managed the consolidation process. Prepared consolidating and adjusting entries for input into the consolidations system (HFM); oversees all activity related to the consolidations reporting system; oversees analysis of various inter-company accounts.
Developed calculation scripts, business rules, Planning forms, financial reports, task lists, and workflows
Reviewed load and calc routines for new requirements
Analyzed account balances, and prepared monthly profit and loss statements, and monthly closing and cost accounting reports through the use of appropriate accounting control procedures
Prepared end-of-month consolidation
Prepared and presented periodic Operational Review to divisional management, and assisted in the preparation of the company's annual operation plan
Coordinated audits and reviews with external auditors
Developed and implemented policies and procedures, budgets and forecasts, and assisted with implementation of new accounting systems and special projects as needed
Identified interfaces with existing G/L, ERP, and other source systems
Validated financial data in order to establish trust in the data in Hyperion planning and reporting applications.
Maintained the entity & account structures. Coordinate audits and reviews with external auditors
Supported user training, documentation and deployment
OHR Inc., Headquarters, Boston, MA (06/2002 – 02/2004)
Sr. Financial Analyst
Monthly Close: Oversaw the monthly close process for all subsidiaries, including the posting of journal entries, the reconciliation of accounts and the translation of financial statements. Analyzed and documented balance sheet and income statement fluctuations on a monthly basis to assist in management’s review of the operating results.
Budget / Forecast: Prepared and monitored annual budget and quarterly forecasts.
Audit: Provided assistance with quarterly reviews and year-end audits. Prepared audit schedule as needed.
Coca-Cola Enterprises, Inc., Shared Services, Tampa, FL (2000 – 2002)
Sr. Financial Analyst
Traveled to 24 US and Canada Coca-Cola Financial Divisions (sales in excess of $20 billion) as a member of transition team and implemented consolidation and transfer of accounting & finance departments duties and processes according to transitions program policies and procedures to Shared Services in FL.
Performed account analyses, and analyzed journal entries and financial reports: monthly operating reports and quarterly and year-end corporate reporting package. Reviewed account reconciliation and trial balance and performed necessary adjustments.
Analyzed variances to plan and prior plan and managed operating expenses
Prepared general ledger transfers
Performed Shared Services staff training
EDUCATION and TRAINING
M.B.A with an emphasis in Accounting and Management Information Systems,
FMU, Tampa, FL, 2001
B.B.A., Accounting and Financial Management,
Academy of Economics and Management, Vladivostok, Russia
Hyperion System 11.2x Financial Management: Create and Manage Applications, Hyperion System 11.2x Financial Management: Business Rules, Calc Scripts BI+ Financial Reporting: Design Report for Financial Management, BI+WebAnalysis: Design Reports, Hyperion System 11.2x Financial Data Quality Management (FDMEE) CPA Candidate
HOBBIES Plays the piano and violin, scuba diving and skis.