Project Data

Professional Summary

Mr. Quiroz has been leading the development of BI/EPM/CPM applications for over 21 years which makes him a guru in the industry. His core expertise is in the architecture, design, development, and optimization of Business Intelligence and Enterprise Performance systems using a multitude of technologies, rapid application development tools, OLTP and OLAP technologies. After a role at Microsoft in the Corporate Customer Support group he went on to explore and develop advanced business solutions as a consultant. He was one of the original Hyperion Certified Professionals (since 1996). Microsoft and Oracle certified, he is recognized for his expertise throughout the industry. In addition, he has personally overseen over 100 optimizations and overhauls of solutions at clients implemented by consulting firms other than his own. He has been involved in the development and expert delivery of over 250 EPM/BI projects including both desktop and web deployed solutions globally at over 120 clients.

A certified trainer, regular presenter at user and technology conferences since 1996 on topics including Long term planning, System Architecture, financial analysis, retail analysis, as well as more focused technical topics. He has strong technical background complimented by comprehensive practical knowledge of financial and accounting applications amongst other operational and internal systems. He has extensive experience in all phases of development including interface design, data analysis, joint application design, data modeling, optimization, training, and project management. Founding partner of InterRel Consulting in 1997, he helped lead the company to various accolades and milestones. While continuing to stay active on projects and current technology he provided leadership and executive control over the company and oversaw its growth from a 2 man startup to a nationally recognized leader in its industry with over 60 consultants on staff. Independent Consulting June 2014 Present

Currently engaging customers directly on a one on one basis and accepting opportunities collaborating with various services organizations to provide the best possible services to our clients. Speedy Cash Dec 2015 Oct 2016

Came in to tie up loose ends after Integration partner implementation of Hyperion Essbase, Hyperion Planning, Hyperion DRM, Hyperion FDM, Oracle OBIEE, Hyperion EPM and Hyperion Smartview. Performed Gap analysis, Bug fixes, enhancements, optimizations, training, patch installs, disaster recovery, report development, assistance with financial close process and special requests custom analytics from executives. US Cement Apr 2015 Aug 2015

Implementation from beginning to end of Hyperion Planning on cloud. Completed and rolled out yearly budget solution as well as month financial reporting solution in an amazingly short 4 month span. MindStream Analytics Jan 2014 – June 2014

VP – New Technologies

Recently joined the MindStream Analytics team, besides continuing to be hands on contributor to active projects I am entrusted in a leadership role to enhance and extend our technological command and abilities to maximize our capabilities to deliver the best possible solutions to our customers and ensuring that they have received the highest quality services for the best possible return on their investment. Cell:352-***-**** email: *******@*****.***

InterRel Consulting 1997 – 2012

Founding Partner

Co founded and grew company from 2 to over 60 employees and over $12 million in revenue. Besides overseeing the various service offerings we developed, I saw to all aspects of executive and management duties for the firm from recruiting, to project and customer relationship management, Marketing, Sales, internal infrastructure, human resources and all aspects of accounting and reporting. During his tenure he played a critical role at many large organizations to partner with leadership and guide, roadmap, architect, plan, implement, optimize and provide on going support and maintenance in regards to their BI/EPM solutions. He has even assisted in organizational and process change by developing teams to take over maintenance and new development as well as redesigned business processes to streamline and increase reliability and ultimately increase user efficiency, capacity and satisfaction. Palladium Consulting 1995 – 1997

Sr. Consultant

Microsoft Corporation 1992 – 1995

Escalation Team Lead

Previous project experiences include:

Toyota Financial Services

The company’s reporting department was decimated by sudden attrition, overwhelmed by changing requirements and burdened by a lack of confidence when we first engaged. I acted as the interim manager for the department and overhauled the entire reporting process by reengineering the data feeds into the system, migrating the environment to new servers in a new and more stable data center and upgrading to the most current software available where we could exploit the new features available to increase performance accuracy and reliability. When the cut off took place, the impact to users was practically unnoticed except for the noticeable increase in performance, immediate increase in reliability and no down time. The project was such a success, it lead to a large and successful Hyperion Planning project and several other smaller OLAP projects to follow up. Over the course of a year, I successfully developed a support staff to maintain the system and continue enhancements and such. Howard Hughes

After being spun off from a larger conglomerate, this company had 6 months to begin operating and reporting completely on its own. I was able to retrofit and enhance a Reporting environment designed for the Mother Company and pair down the functionality we needed for the spin off, reconnect to new data sources and add an entire new GL data feed within 3 months. I trained an entire accounting staff to utilize the reporting tools to generate all necessary internal and external reporting requirements we had at the time.

Goodyear Tire

Brought in to assess the health of the entire corporate financial reporting and planning system. After thorough analysis, I redesigned and implemented changes to reduce processing and update times by 80% and reduced storage needs to less than 25% of original design. Also, I streamlined the design and process to remove complexity and dependencies that exposed the previous design to failures and inconsistent performance. I prepared a roadmap for the joint team of support staff and our consultants of Cell:352-***-**** email: *******@*****.***

projects to execute and bring the whole company current to best practice standards and hopefully to industry leading status.

Avon

Brought in to assess the implementation of a third party implementation firm after a year and a half of implementation work and doubling the projected cost. I was able to quickly identify major design changes that lead to immediate performance gains as well as earning confidence of the end users again. I engineered a change in the project team and modified the approach to increase transparency and efficiency in the process between end user, managers and the development team which reduced cycle time, increased deliverable acceptance rates and almost immediately began to get the overall global project back in line with the required and mandated deadlines. Alcon Laboratories

This organization has offices all over the world. Each of which has its own, distinct set of accounting processes. In order to gain control of its reporting and budgeting as a global firm, implemented a centralized data warehouse that consolidated 20 disparate data sources. Each of these data sources required its own custom set of ETL processes. In addition to gathering all of the data, we created a centralized set of financial reports to be used as the single reference point for all reporting discussions. This improved consolidation times by 50% 75%. Moreover, we designed, created, and implemented a centralized budgeting system that allowed end users to enter their data and run their models in the system from any of their offices around the world. Hitachi Storage Solutions

Reviewed and redesigned existing Planning and Reporting system that had been declared unusable due to the unwieldy design, extremely long processing times and frequent instability of numbers. When redesign and optimization was completed, the new cube size was reduced by over 24 times and 8 hours of processing was reduced to less than 10 minutes allowing the finance team to refresh actual data multiple times a day to assist with closing procedures and analysis. Boart Longyear

Designed from scratch a financial reporting and planning solution that involved drill through into detail GL entries and, in cases when it was necessary, additional drill through into sub ledger and operational database systems that supported the actuals being reported up to the top of the organization. This allowed unprecedented visibility and timeliness into very complex inventory and invoicing issues. MD Anderson

This company was struggling with accessing the information contained within their current budgeting system and being able to provide timely analysis of the data. I implemented solution to plan and report on budgeting and actuals. The project included business process changes and developing a best practices strategy that tied the budgeting process and actual reporting together. Responsibilities included collecting business requirements, project scope for implementation, development of detailed implementation plans, resource and change management plans, development, implementation and roll out of the system. The end result was a system that provided a streamlined and efficient planning process. The organization now had the ability to provide timely, accurate budget data with visibility into source data and assumptions. This drove improved accountability and ultimately better decision making. Citizen’s Energy

This company needed access to the information locked inside their financial system. Currently, access to the necessary information was limited to a small group of individuals and extracting any data was very Cell:352-***-**** email: *******@*****.***

labor intensive. The project was to design, develop, optimize and roll out a new Essbase application. Responsible for collecting business requirements, project scope for implementation, detailed implementation plans, resource and change management plans and end user training. Designed and wrote automated interfaces, dimension build load rules, calc scripts and provided training on Smartview and Financial Reports.

Freescale

The project was an upgrade of Hyperion Planning and Financial Reporting from version 9.3.1 to version 11x. This required a redesign and optimization of existing Planning and Reporting applications. In addition, Workforce Planning was implemented to plan and report on headcount and a rolling forecast process was created to incorporate actuals into the forecast. The project included business process changes and developing a best practices strategy that tied a rolling forecast/ budgeting process and actual reporting together. Responsibilities included collecting business requirements, project scope for implementation, development of detailed implementation plans, resource and change management plans and end user training.

Hall Publishing

The project was an upgrade of Planning and Financial Reporting from version 9.2.1 to version 11x. This required a redesign and optimization of existing Planning and Reporting applications. All data load and dimension build rules and HAL procedures were rewritten. Participated in design sessions for additional Planning applications to allow complex volume based driver input for revenue and expense budgeting. The project included business process changes and developing a best practices strategy that tied a rolling forecast/ budgeting process and actual reporting together. Responsibilities included collecting business requirements, project scope for implementation, development of detailed implementation plans, resource and change management plans and end user training Chase Morgan

This organization was having problems with automated administrative tasks and the failure of nightly processing. I provided detailed design and implementation expertise for the development and upgrade of an ALOP Cube environment. Designed, developed, optimized and rolled out a new application, including automated interfaces, dimension build load rules and calc scripts. This solution provided the ability to run data loads and calculation scripts throughout the day. Nightly processes were reduced from 7 hours, with frequent failures to less than 1 hour with zero failures. Dell

This company was unable to provide rolling forecasts on a timely basis. I designed a prototype which lead to the development of an integrated global Planning, Forecasting and Reporting solution for business and manufacturing functions and served approximately 100 end users. Responsible for designing and developing the Planning and Essbase databases, web forms, calculations scripts, business rules, data/dimensions loads and partitions. I documented all the business requirements and conceptual design documentation. The result of the project was the integration of HFM on a global scale and the ability to plan/forecast on an 18 24month rolling cycle Global Law Firm

This company’s month end close process took entirely too long (over 7 days). Reporting from the various applications was challenging and data integrity and inconsistency was an issue. The CFO was the biggest user of the system and wanted an efficient, more robust system. The result of this project was a reduction in the close process from over 7 days to 2 days while increasing data integrity and reporting capabilities.

Cell:352-***-**** email: *******@*****.***

Carnival Cruise Line

Led engagement that produced revenues from $0.5 $1.5 million and improved process times by 80% 87%. Utilized automation software to streamline client operations bringing latency to zero, linked and synchronized processes that were performed at multiple International locations. Prior to this project, budget reports relied on heavy manual use of Excel reports with vulnerability to multiple errors. The Planning system was built using standard templates for running global budget information and the system was severely less complicated having the logical data all in one place and centralized. Trained all end users on Essbase and Planning for reporting.

Wyndham Hotels

This company, with over 200 hotels, did not have a centralized reporting structure, nor could it consolidate 200+ individual budgets from varying types of hotels in a timely manner. Designed, developed and rolled out a Hyperion Essbase application which was the first enterprise wide operations/financial reporting application for this company. Created a comprehensive library of 200+ reports for 200+users and centralized the web based budgeting/forecasting system using Hyperion Planning. Multiple corporate and departmental dashboards were designed using Hyperion Analyzer and a legal 500 entity consolidation financial model was created using Essbase for budgeting and forecasting.

Reduced the monthly reporting cycle from a 48 hour turnaround to approximately 4 hours, while increasing data integrity and reporting capabilities. Developed and coordinated all training for OLAP related products and subsequent training of 200+ users, using both classroom and online methods. Hilton

Designed, developed and rolled out a Hyperion Essbase application which was the first enterprise wide operations/financial reporting application for this company. Designed and developed a decision support system for company executives utilizing Comshare’s Decision Web product. Developed and coordinated all training and led the training of users, using both classroom and online methods Skills Summary

● Databases:

o Oracle,

o Microsoft SQL Server

o IBM Db2

o Informix

o Sybase

● OLAP:

o Hyperion Essbase

o Microsoft Analysis Services

o TM/1

o Cogno s

● EPM/BI Applications:

Cell:352-***-**** email: *******@*****.***

o Oracle Hyperion Planning (CapEx, Workforce, Public Sector) o Oracle Hyperion Financial Management

o Oracle Hyperion Strategic Finance

o Oracle OBI

o IBM Cognos PowerPlay

● ERP Sources

o Oracle E Business Suite

o PeopleSoft

o SAP

o JD Edwards

o MS Dynamics (Great Plains, Solomon)

Areas of Expertise:

● System Architecture

● Enterprise System road mapping

● Software and Solution Selection

● EPM/BI Implementation and Roll out

● Infrastructure

● Data Warehouse and Data Mart Design

● Training and Education

● OLAP/MOLAP/BI Delivery

● Project Management

Industries:

● Automotive

● Financial Services

● Retail

● Oil and Gas

● Consumer Products

● Manufacturing

● Entertainment

Education and Certifications

Hyperion Planning Design Certification – 2004

Hyperion Planning Certification 2003

Hyperion Essbase Certification – 1997

Microsoft Certified Solutions Expert – 1994

The University of Texas at Arlington

MBA MIS, Business and Computer Science 1992 – 1995 Bard College at Simon's Rock

Music, Computer Science 1990 – 1992

Cell:352-***-**** email: *******@*****.***

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