Financial Support

Professional experience

Profile Mr. Charlie Rodriguez has more than 20 years of business and consulting experience, including 3 years as Controller in a financial software organization, and seventeen years of consulting expertise in technology projects with IBM Cognos financial applications, Business Intelligence. Equally able to work as a team player or independently, Mr. Rodriguez's project experience includes managing projects, leading customer specific training, designing/building systems for financial reporting, budgeting and planning and forecasting. During his tenure in technology consulting, Mr. Rodriguez has focused on providing IBM Cognos based solutions to customers in many different industries and has been the lead consultant in approximately 20 implementations.

Certifications

IBM Certified Solution Designer - Cognos Planning

IBM Certified Solution Expert - Cognos Planning

IBM Certified Developer - Cognos TM1

Financial Reporting Packaged Applications

Cognos Enterprise Planning (EP)

Analyst

Contributor

Planning Manger

IBM Cognos TM1

TM1 Server

Architect

Perspectives

Performance Modeler

Turbo Integrator

IBM Cognos Insight

Other IBM Cognos Software

IBM Cognos Disclosure Management (SEC reporting package)

IBM Cognos Express

IBM Cognos Controller Financial Analytics Publisher (FAP)

Cognos Finance

Other Software

Advanced MS Excel (Pivot Tables, basic VBA, advanced Excel functions, Power Query, etc)

MS Word

MS PowerPoint

MS Access

SQL Server

Basic VBA and SQL skills.

Professional Summary

Independent Contractor – Business Analyst 08/2014 – Present

Identify, recommend and implement improvements across financial reporting processes

Perform best practice audits of existing IBM Cognos Enterprise Planning and TM1 applications

Collaborate with business units in development of action plans to support business objectives

Extend and update existing IBM Cognos TM1 and Enterprise Planning applications.

Work individually or in team environment to develop, design and implement new IBM Cognos TM1 and IBM Cognos Enterprise planning applications.

Develop multi-currency business unit and consolidated level budget, forecast, planning and reporting models supporting SEC reporting, management reporting, ad hoc what if scenarios, month end close and reconciliation to support company objectives across multiple information systems

Design monthly financial reports supporting analysis of variances of actual results versus budget, forecast, reforecast and prior year at multiple levels of the organization

Advanced MS Excel model designs using vlookup, match/index and pivot tables for data analysis of data across multiple data sources.

Mine large data sets to support analysis of historical and current trends and insure regulatory and tax consequences are taken into consideration

Arcogent, Business Analyst Consultant, Ashburn, VA, 07/2013 – 08/2014

Perform best practice audits of existing IBM Cognos Enterprise Planning applications.

Provide recommendations for development of processes required to support analysis of recurring internal management reporting, rolling forecast, annual operating plan and strategic plan

Complete development and implementation of existing EP applications for a global communications agency.

Develop reports and processes to support analysis of anticipated and unanticipated fluctuations in the organization business environment

Integrate IBM Cognos Controller data with Cognos Disclosure Management (SEC Reporting software) via a Financial Analytics Publishing tool (Controller) and IBM Cognos Express in a test environment for a leading owner, operator and developer of all inclusive beach resorts.

Lead customer specific classes on IBM Cognos Enterprise Planning.

IBM, Atlanta, Georgia, United States of America 10/2010 – 06/2013

Sr. Advisory Software Engineer

Collaborate with industry team leaders to develop EP and TM1 blueprints to assist in the sales cycle by demonstrating the art of the possible.

Designed blueprints for Oil & Gas, Healthcare, Telecommunications verticals

Develop collateral materials for new TM1 releases demonstrating new and expanded functionality.

IBM Cognos 01/2009 - 10/2010

Lead consultant on several EP and TM1 engagements

Work collaboratively with business units/departments to develop action plans to support specific business objectives as well as develop financial forecasts solutions in support of overall company objectives.

Develop solutions to support critical and complex analysis, and reporting of financial and operational results

Cognos 02/1999 - 12/2008

Mr. Rodriguez was the implementation lead for the installation, configuration, design, build, documentation end user and administration training for several Cognos Finance and Enterprise Planning applications.

LEX2000 02/1996 - 02/1999

Mr. Rodriguez headed up the accounting department of a financial data mart and reporting software firm.

Education

BS in Accounting

University of New Orleans, United States of America, 1991

Certifications

IBM Certified Solution Designer - Cognos Planning

IBM Certified Solution Expert - Cognos Planning

IBM Certified Developer - Cognos TM1

References

Available upon request

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