Cell: 720-***-****

DAVID L COURTNEY

acegax@r.postjobfree.com

Winston Salem, NC 27104

SKILLS SUMMARY

Result driven Analyst seeking to leverage background in Lawson Financials and Asset Manager, SQL, VBA, JDE One

World, People Soft, Access, Excel, Outlook, PowerPoint, Hyperion Planning/Interactive Reporting/Essbase cube

database calculation scripts to develop / maintain a company’s actual, budget and pro forma financial reporting.

HYPERION PLANNING ESSBASE SCRIPT SUMMARY

Manage projects building value-add reporting and analysis solutions for various audiences within the organization

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(Executive, Management and Financial Operations).

Actively participate in re-engineering strategy, business process / change management and project planning

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activities:

Led Essbase Cube Project consultants to reduce cycle time during month end close by 60%.

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Led two full Lifecycle projects design/configuration of Essbase application / datebase deployment.

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Created Essbase script to mimic Lawson allocations against Hyperion planning database cube.

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EXPERIENCE

6/2011– 10/2013

Financial Database Analyst

New Earth Pellets, Lakewood, CO

Consults with stakeholders to understand business problems and database requirements /solutions:

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Created an MS Access 2010 cost accounting database utilizing SQL statements in VBA to boost

database performance for complex data calculations and report matrixes.

Perform data cleansing, validation initiatives, error handling, naming convention, database

development standards and code optimization utilizing data quality management standards.

Daily, weekly data entry screens to drive accurate/timely Key Performance Indicator data

capture tool /reporting process.

Snap Shot Mill Manufacturing Operations / Inventory reporting of pellet and bedding production.

Continually examines current processes and procedures to establish process improvements,

efficiencies and group effectiveness.

6/2010 – 12/2010

Senior Tax Analyst

GDH Consulting / Level 3 Communications, Broomfield, CO

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Created Excel data mining/reconciliation tool to capture varies monthly billing system data used to

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drive the design /creation of a VBA Menu driven MS Access database auditing solution for the tax

department.

Reported monthly tax dollars segregated by federal, state, county, city and other local

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municipalities for each tax type category by US state.

Resulting in the accurate and timely capture of approximately 100 Million in monthly Tax activity

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Paid to Tax Partners Inc.

Developed various ad Hoc Hyperion Interactive Reports in Excel format to end user.

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3/2008 – 2/2009

Staff Accountant

Capmark Capital Inc, Denver, CO

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Integral part of JDE extract to PeopleSoft Ledger, invoice asset management fees, loan interest billing,

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coordinate external audit confirmations and month end close processes.

PeopleSoft 8.9 nVision Training developing nVision Reports.

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Design, develop, implement and maintain MS Access / Excel reporting of:

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25k – 900k monthly asset management fee check deposits.

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Mortgages Held for Investment analysis

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2/2002 – 1/2008

Regional Accountant

Lafarge North America, Westminster, CO

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Participate in Lawson General Ledger and Asset Manager month end closing process, including financial

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statement review, analysis and journal entry preparation.

Design, develop, implement and maintain MS Access, Excel and PowerPoint reporting of:

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PeopleSoft/JDE verses Lawson General ledger variance analysis.

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Sales and use tax, personal and real property taxes.

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Capital and leased assets.

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Actual verses Budget variance analysis.

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Train staff to utilize advanced program functionality. Supervise programming of Headcount tracking

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system to enhance cost effective employee placement relative to product line sales.

Synchronize ERP & Lawson account mapping / combinations to properly interface. Create and

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update MS Access exception reports derived from Enterprise One and Lawson general ledger Text

file downloads.

Audit asset acquisitions and capitalization against approved capital budget expenditure requests.

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Report quarterly aggregate mining volume detail to US Department of Geological Survey.

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5/1996 – 9/2001

Staff Accountant

Time Warner Cable, Denver, CO

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Design/develop/implement MS Excel VBA to automate Construction Bonus reporting system resulting

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in the accurate capture of 90 Million in monthly payroll activity, coding and employee information.

Designed and supervised development of MS Access db(s) and Excel spreadsheet(s) deployment.

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Served as liaison between system users and technical support group.

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Trained field system users and wrote computer support documentation.

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Organized payroll conversion to people soft query based software.

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SYSTEMS PROFICIENCY

Access Database Development/Maintenance

Hyperion Interactive Reporting Tool

ERP JDE & People Soft Web application

Hyperion Planning / Essbase allocation script

Power Point Design

Spreadsheet Development

Monarch data mining tool

Support Oracle data updates/extraction/migration

EDUCATION

5/1991 5/1992

B.S., Business Administration/Finance

9/1988 5/1991

B.S., Business Administration/Accounting

University of South Carolina 3.5/3.7 GPA

Spring 1990, 1991, 1992

Dean’s List

Fall 1990

President’s List

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