A financial management professional with extraordinary technical skills with a reputation for innovative and analytical problem solving and delivering value-added results. Budgeting and financial reporting that leverages heavy use of VBA coding and Excel macros.
Areas of expertise include:
Spreadsheet Automation ~ Investment Reporting ~ G/L posting ~ Financial Projections ~ Budget Prep/Planning
Software: SharePoint 2010 - Office 365 - PeopleSOFT – Hyperion PILLAR v5.6 – Oracle Essbase v11 – SAP
Hardware/Systems: Oracle R12 – Oracle Essbase 11 - Windows 10 - MAC OS Access – SQL - Customer Information Control System (CICS) - Kronos - Hyperion – ScheduleSOFT – Cognos
eBay.Com January 2019 – Now Computer Repairs
•Purchase broken/unwanted PC’s. Make repairs/upgrades. Install zero-day layered antivirus. List for sale at auction.
Kforce, Inc June 2018 – January 2019 Grants Specialist
Managing federal, state, local and privately sponsored agreements while maintaining expert-level knowledge to thoroughly review and report on assigned incoming awards. Daily use of Oracle Hyperion Financial Management tools to post to G/L and create invoicing. Prepare Federal Financial Reports. Issue timely grant spending reports to grantees.
TEK Systems, Inc December 2017 – February 2018 Sr. Reports Analyst
Daily, Weekly, Monthly, and Ad-Hoc Access Database Reporting in support of +30 Accountants.
Data Validation and Import/Export of information in +50 Databases using script files and excel templates.
Designed push-of-the-button macros for spreadsheet automation.
City of Philadelphia, Philadelphia, PA (Public Health Dept) December 2014 – December 2017 Grants Analyst
•Ensure timely and accurate billing; knowledge of contracts, ERP systems. Contribute billing information to strategic plans and reviews; identify AS400 billing system improvements. Provide annual billing budget data.
Comcast Cable, Inc., Philadelphia, PA May 2013 – August 2013 Sr. Financial Analyst
Developed Oracle Essbase management tool for aligning utilization reporting against budgeted contractor agreements.
Towers Watson, Inc., Philadelphia, PA March 2008 – December 2012 Financial Analyst III .
Assigned Americas monthly revenue recognition and invoicing duties. Resolved all technical self-service T/E input issues.
Towers Perrin -USA March 2007 – March 2008 Oracle Consultant
•Contracted to Towers Perrin project for conversion of World-wide billing system into Oracle 11i.
•Created 42-page training manual used for all Consultants brought on-board for Oracle 11i conversion.
Accountemps - Philadelphia, PA September 2006 – December 2006 Financial Consultant
Contracted to Temple University for financial statement preparations. Automated several spreadsheets.
University of Pennsylvania Jan 2003 – June 2006 Director of Finance & Administration
Reported directly to the Vice President of Public Safety. Responsible for all budgeting, purchasing, resource allocations, grant and contract reporting, building operations and facilities, and payroll. Supervised four members of the Finance Department and provided financial analysis of general operating funds ($20M).
Business Manager (2001 – 2003)
Responsible for preparation/reporting of the annual operating budget ($13M) for the Division of Public Safety.
Budget Analyst Senior (1997 – 2001)
Distribution and consolidation of Penn’s Five-Year Budget Plan to all University Schools, Resource, and Administrative Centers. Served as University’s Hyperion PILLAR System Administrator.
EDUCATION & Certifications
Drexel University, Philadelphia, PA Completed 2 years of dual-degree coursework in Accounting and Administrative Systems ( 3.2-grade average prior to dropping out of school to help support newborn son ).
University of Pennsylvania, Wharton Evening School, Philadelphia, PA Completed coursework in Marketing
( received a B+ final grade ) and Computer Programming ( received a B final grade ).
Hyperion PILLAR System Administrator certification granted after coursework/training fully completed at Oracle’s Training Head Quarters.