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HFM Manager

Location:
The Bronx, New York, United States
Posted:
August 17, 2019

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Resume:

Carlos J. Sanchez Mobile: 646-***-**** Email: ac93vh@r.postjobfree.com

Summary: Hyperion Financial Management (HFM), accounting, consolidation and reporting system professional with a track record of leading organizations to improve the monthly close, intercompany eliminations, internal, external reporting and data governance processes. Successful in completing multiple full life-cycle implementations of Oracle HFM and related tools through version 11.1.2.4 and managing the ongoing IFRS/USGAAP close and consolidation process

Professional Experience:

Independent Hyperion EPM Consultant HFM 1/15 - Present

Perform Hyperion Financial Management implementations, upgrades, migrations, redesigns and enhancements

(HFM, FDMEE, Hyperion Reports-HR, Smart View-SV, Financial Close Management-FCM, Shared services, VB Script)

-Hyperion Program Manager/Architect/Lead developer, project steering committee member, lead the facilitation and coordination of macro level topics within and across programs with senior management. Communication of project status, issues and risk disposition to all business stakeholders on a timely basis

-Full development life cycle – business development, assessment, SOW preparation, requirements gathering, project planning, application design, build, implementation, testing, and delivery. Lead application design sessions including current management and SEC reporting package analysis

-Lead developer of Hyperion Financial Management application (security, metadata, list, rules, grids, forms and reports) and FDMEE application (locations, security, entity, account, and custom dimension mappings)

-Accountable for the successful transition of project to production and ongoing support

-Train accounting and finance users to leverage the integrated Hyperion Financial Management suite features (FDMEE/HFM/HR/SV) as part of their new monthly close procedures

To include subsidiary trial balance submissions, troubleshooting, and submission tracking via FDMEE

Consolidation, intercompany variance reporting, equity pickup and minority ownership calculations

Process management, journal entries, and management and financial reporting package preparation

-Manage and coordinated internal and external resources and serve as HFM, FDMEE, Hyperion Reports and security administrator/developer

Modify and develop existing and new applications (metadata, rules, reports, and security)

Build management and SEC reports for new applications

Migrate and reconcile historical management, financial and supplemental data

Develop validations for supplemental data submissions (aging, roll forwards, movement)

Develop admin and user training documentation and conducted user acceptance testing

Supported users during the transition to new applications and first close

-Implemented Hyperion Financial Close Management (FCM), including initial assessment, requirements gathering, prototyping, application design, application configuration and rollout, and end user training

Create master close task schedules for budgeting, forecasting, management, financial and tax reporting

Create framework that allow quick creation of customize monthly schedules from templates

Leverage the financial close schedules to track tasks by topic (revenue, accruals, topsides), and by Organizational Unit (Corporate, Division, Subsidiary, Tax) allowing management to focus on Issues

Itochu International Inc. – New York, NY 08/13 –11/14

Hyperion System Sr. Engineer/Manager - Accounting and Risk Management Division

Manager of Hyperion environment, accountable for the strategy, planning, management, development, implementation, deployment and day to day support in a fast-paced environment that adhered to strict SOX control and governance

-Accountable for the foundational program components including resource plan, statement of work for 3rd party partners,

program budgets, communication plan, change management process, project charter, and consolidated project plan

Modules included HFM - Hyperion Financial Management, FDM/FDQM, Hyperion Reports, Hyperion Planning, Hyperion Essbase, Shared Services, Task-flows, Smart View, and Financial Close Management

-Lead functional system, performance, and user acceptance testing of Hyperion 11.1.1.3 migration to Hyperion 11.1.2.2 which includes the development and deployment of new Financial Close Manager (FCM) functionality

-Supported budget and forecast via Hyperion Planning application and Essbase Cubes

-HFM application features included multi-currency, "org by period" with process management, and equity pickup

-Updated processes, user documentation, provided post migration and ongoing user support and training

-Enhanced the current HFM application with forecast cash-flow collection and reporting capability

-Automated US GAAP to IFRS adjustments and created innovative solutions to areas of opportunity

-Change management and control adhered to strict SOX requirements

-Develop FCM processes and trained FCM schedule owners and subsidiaries Hyperion administrators

Checkpoint Consulting, LLC – Troy, MI. 11/12 – 06/13

Principal Consultant - BPM

Work independently with clients in fast-paced environments to develop, modify, re-design and implement Hyperion Financial Management, Financial Data Quality Management (FDM/FDQM), Hyperion Reports, grids, forms, and security

-Lead and performed HFM application development via Classic or EPMA including design session, proof of concept application, rules writing, meta-data building, grids, forms, lists, task lists, task flows, report writing, and security design

-Lead unit, system integration and UAT of the HFM environment to ensure functionality and alignment to requirements

-Migration of application from the development environment to testing/QA environment to production environment

-Develop and train users in inter-company elimination and consolidation process

-Streamlined the end user/business user experience by leveraging automation and simplifying user navigation

-Develop and train administrators and users on tasks they need to perform their respective roles

-Supported business development and presale by preparing demos to highlight new features and functionality

Ernst and Young, LLC (Via ISA consulting acquisition 4/11) – New York, NY 01/11–09/12

Senior Consultant – Advisory Enterprise Intelligence – HFM

Part of a financial transformation team that design and implemented Hyperion Financial Management applications (version 11)

-Duties include requirements gathering, design, configuration, implementation, end user training and issue remediation

-Responsible for the application build, creating meta-data, writing rules, creating web forms and grids, security, training documentation, Smart view, reports and data integration

-Reviewed profiles and made recommendations for additional resources as needed

-Implementation projects were for a various large complex consumer products companies, large European banks, and large industrial conglomerate companies

Macmillan USA (Formerly Holtzbrinck Publishing) - New York, NY 07/07–12/10

Hyperion System Administrator, Accounting Department

Efforts led to improved timeliness and accuracy of financial performance management reporting

Reporting directly to the Senior Executive VP of Finance

Oracle Hyperion System Administrator/Subject Matter Expert/Developer

Responsible for the day to day administration of the Oracle /Hyperion Financial Management consolidation applications and environments (Production, QA, and Development)

-Maintain application security, meta-data, lists, and rules (VB Script) to meet changing business requirements.

-Maintain the integrity of current and historical financial data

-Train users in smart view and workspace; additionally, train power users in book writing

-Developed corporate accountant as Hyperion Reports designer/writer

-Work with senior management in the preparation of financials, ad-hoc reporting, and plans

Corporate Financial and Management Reporting Special Projects Manager

-Linked the monthly senior management commentary to HFM reducing preparation time by 50%

-Streamlined distribution of cost center reporting to department managers reducing effort by 60%

-Rewrote consolidation application business rules (VB Script) reducing maintenance by 90%

-Designed new process to submit financial results and plans to parent reducing effort by 85%

-Serve as liaison between accounting/finance and IT to improve financial reporting

-Streamline over 1000 reports and books to fewer than 100 reports and 40 books reduction of 85%

Developer/Project Manager of Macmillan System 9: Financial Management Implementation

Implemented Hyperion Financial Management on time and 60% under budget while maintaining the production Hyperion Enterprise consolidation and management reporting system

-Prepared project plans, status reports and directed a matrix team of 14 accounting, finance, and IT personnel

-Designed/developed IFRS consolidated financial statement and management reporting application

-Application features include:

·Complete P&L, balance sheet and cash flow reporting by division and company

·Prepared Gross Margin Reporting by Product line and Expense reporting by cost center

·Corporate allocations performed automatically via consolidation application

-Developed FM9.31 Application with performance on par with Hyperion Enterprise 6 application

-Designed security scheme via shared services and general ledger integration via data synchronization

-Designed inter-company variance reporting via system reports

-Designed financial/management reports via Hyperion reports and books/reporting batches via workspace

-Coordinated data validation via smart view and consolidating reports

DIRECTV, Latin America - New York, NY 05/06 – 07/07

Manager of Finance, Consolidation

Acting Controller/Manager of the GAAP consolidation process and Hyperion Financial Management consolidation system

Reported directly to the CFO

-Prepared monthly closing entries and consolidated financial statements for Latin America operations

-Ensured SOX certification of results by operating countries controllers and CFO’s

-Improved inter-company reporting resulting in reducing initial submission variances by 90%

-Responsible for the administration of HFM and FDQM - Hyperion Financial Data Quality Management

-Assisted in the preparation of the SEC reporting 10K’s and 10Q’s, statements and supplemental data schedules

-Assisted by direct report, directed the efforts of accounting and finance personnel across 27 international operations to improve the time to complete the monthly consolidation process by 60%, or from 5 to 2 days

Revlon - New York, NY 02/98 – 02/06

Senior Financial Systems Manager – Corporate Controllers Department

Developed and managed the corporate reports and Hyperion reporting environment

Corporate Consolidation and Reporting Manager

-Processed, verified and consolidated over 80 subsidiary and branch financial results during closing cycles

-Developed and implemented inter-company variance reporting model

-Developed and implemented financial submission SOX verification and controls

-Trained users and improved the rate of correct initial submissions from 30% to 92%

-Assisted in the preparation of the SEC 10K’s and 10Q’s statements, supplemental data and other statutory reports

-Provided internal and independent auditors with financial and statistical reports

-Provided consolidated financial statements to HR, Tax, and Asset Management (AR, Inventory) functions

Hyperion Enterprise Admin

Responsible for the day-to-day administration of the financial consolidation application: Efforts directly lead to increase stability of the reporting environment and 75 % reduction in time required to complete the monthly close

Application features include FX involving both normal and hyperinflationary countries, complex logic and remote sites

-Responsible for the support and maintenance of over 80 international and domestic reporting sites

-Provided technical expertise and training to over 200 local and remote users

-Verified the accurate input of exchange rates and timely distribution to remote sites

-Performed monthly, quarterly and annual rollover of the financial consolidation applications

-Leveraged application features to reduce inter-departmental conflict during close

-Performed organization structure, chart of accounts, name, account list, security, and report maintenance

-Performed systems enhancement projects: tested and upgraded Hyperion Enterprise client and server software

-Performed periodic review and reduction of reports/books and automated routine tasks

Digital Equipment Corporation - Financial Development Program - Maynard, MA 07/95 – 02/98

Education:

Bernard M. Baruch College, City University of New York, Bachelors of Business Administration (BBA) - Accountancy

Software and skills:

Microsoft Office: Excel (macros, pivot tables), Word, and PowerPoint, Project Management and Workflow analysis

Oracle/Hyperion System 9, 11

(Multiple full-life cycle implementations and roles during deployment in others)

Pre-System 9

(Full-life cycle implementation)

Hyperion Enterprise

(Multiple full-life cycle Upgrades/ implementations)

- HFM (versions: 9.31, 11.1.x, 11.1.2.x)

- Financial Management Rules (VB Script)

- Workspace /Shared Services

- Forms and Grids

- Hyperion Financial Reports

- Smart View

- FDM,FDQM and FDMEE

- Financial Close Manager

- HFM (version 3.4)

- Hyperion Reports

- Upstream

- Hyperion Retrieve

- Hyperion Analyst

- Hyperion Enterprise (versions 1.82, 4.2, 4.3, 4.4, 5.1, 6.22)

- Hyperion Retrieve and Analyst

- Hyperion Reporting (versions 2.6, 3.1.3.6, 3.83, 7.0)

- Hyperion Autopilot (versions 1, 1.1, 2.0, 2.1, 2.2)

- Ledger Link



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