Phil Lanz, CPA

adduw5@r.postjobfree.com

http://www.linkedin.com/in/phillanz

Phil Lanz

Page 1

Mr. Lanz, a Senior Oracle EBS resource with an accounting background, has implemented numerous projects locally and internationally bringing a wealth of experience to help clients with Oracle. His skills range from full cycle implementation to upgrades and troubleshooting across Financials, Procurement and Sourcing, Projects and Asset Lifecycle management. Clients have found Mr. Lanz an invaluable resource for successful projects, whether as a Manager or Team Lead.

PROFESSIONAL EXPERIENCE

Senior Oracle Consultant at Lanz & Associates in Dallas, Texas - 2003 to Present PM and Team Lead for Mission Support & Test Services (MSTS for DOE) in Las Vegas, NV

R12 Procurement Contracts implementation for governmental entity. Activities include environment analysis, requirements gathering, functional design, configuration update and changes, testing and production configuration as well as system administration menu updates for existing responsibilities. Products included Procurement Contracts, part of Advanced Procurement, XML and System Administration for menus, reports, profiles and responsibilities.

Team Lead for Jacobs in Denver, CO and Dallas, TX

After current client below was acquired, remained on the Procurement Team supporting existing instance, expanding countries utilizing Direct Punch-out Catalogs. Then helped with the evaluation and recommendation of both companies’ current solutions, looking for the best future solution including Oracle Fusion Cloud. After the review, upgraded, migrated and merged both companies’ configuration and solution for over 40 countries and several thousand users. Process included System testing, Conference Room Pilots, User Acceptance, Smoke testing and finally go-live. This was a phased approach, thus assisted the Procurement Team maintaining two instances while bringing various counties on-board. Next, was merging the two companies Direct Punch out Suppliers profiles. Final activities included divesting a third of the combined business' to a third party including configuring, testing and implementing a Glass Wall System profile so both companies can initially use both instances until the final conversion solution was implemented. Reporting requirements for Small Business (SBA) as well as FAR/DFARS were reviewed as well. Upgrade was from R12.1.3 to R12.2 was evaluated as well. Modules included Purchasing, Advanced Procurement, IProcurement with Punch out Catalogs, ISupplier, Services Procurement, Supplier Lifecyle Management (SLM), Procurement Contracts and Contract Repository, AME, System Administrator configuring profiles, menus, responsibilities and XML PO delivery using Oracle XML Gateway.

PM and Team Lead for CH2M in Denver, CO

R12 Architecture Review and Assessment to ease client’s pain points with Oracle Procurement and Contract Lifecycle Management (CLM) implementation. Recommendations were made and solutions implemented reducing Oracle errors and increasing user acceptance across the global Engineering and Construction user base. Examples of solutions implemented included migrating away from government version of CLM, not an easy task with thousands of users, additional patching as well as correcting various menus and profiles. Then, with more successful User experiences and acceptance, further solutions were allowed. Solutions included implementing standard Procurement with Catalogs, Punch outs, and XML PO automation using Oracle XML Gateway. Solutions improved current configuration, removed pain points and better leveraged client’s resources. Products included Purchasing, Contract Lifecycle Management (CLM) for Public Sector, Advanced Procurement, IProcurement, ISupplier, Services Procurement, Supplier Lifecyle Management (SLM), Procurement Contracts and Contract Repository, EDI and XML Gateway. Reporting requirements for Small Business (SBA) as well as FAR/DFARS were reviewed as well. Release was R.12.1.3, upgrade to R.12.2 was performed in multiple DEV environments, PROD was put on hold due to acquisition. PM and Team Lead for Kirby Corp in Houston, TX

Led Oracle R12 Internet Expenses (OIE) and Payables implementation for Engine Services and Transportation Phil Lanz, CPA

adduw5@r.postjobfree.com

http://www.linkedin.com/in/phillanz

Phil Lanz

Page 2

client. Activities include environment analysis, requirements gathering, functional design, conference room pilot (CRP), configuration update and changes, testing and production configuration. Workflow changes were made as well as system administration menu changes and interface updates. PM and Team Lead for Wind Energy Transmission of Texas in Austin, TX

Team lead for R12 IFRS and IRS asset books (FA) implementation for energy transmission company. Other activities included adding secondary IFRS ledger (GL), transferring historical balances, configuring responsibilities and profiles. Project Costing and Project Management (PA & PJM) were also updated for budgeting, expenditure and reporting purposes.

Team Lead for Key Energy Services in Houston, TX

Lead Oracle R12 Internet Expenses (OIE) and Payables implementation for Energy Services client. Activities include environment analysis, requirements gathering, functional design, configuration update and changes, testing, Project Integration and production configuration. Workflow changes were made as well as system administration menu changes, AME (Approval Management Engine) updates and interface updates working with on-shore, off-shore and Oracle On-Demand (OOD). Team Lead for Health Benefits Ltd for Deloitte Asparona in Auckland, NZ

Team Lead for Oracle R12 Advanced Procurement - Procurement Contracts including Purchasing, iProcurement, Supplier Lifecyle Management (SLM), Contracts Life Cycle Management (CLM), Sourcing, and ISupplier implementation for New Zealand’s health districts. Activities including workshops, requirements gathering, design, gap analysis, configuration, testing to successful CRPs. Client is progressing with recommendations and implementing this planned two year project. Team Lead for Ministry of Health in Wellington, NZ

Team Lead for Oracle R12 Advanced Procurement - Procurement Contracts including Contracts (CLM), Sourcing, Supplier Lifecyle Management (SLM),, and ISupplier implementation for New Zealand’s Ministry of Health. Activities including workshop and requirements gathering, gap analysis, setup, configuration, testing and training. R11.5 to R12 upgrade analyzed and tested. PM and Team Lead for NIWA in Auckland, NZ

Environmental customer engagement and demonstrations for Oracle R12 Asset Lifecycle Management (ALM) including Property Management, Enterprise Asset management (EAM) and Asset Tracking. PM and Team Lead for Accidental Compensation Corp in Wellington, NZ

PM and Team Lead for Oracle Procurement R12 Proof of Concept for New Zealand’s accident compensation insurance organization. Activities including requirements gathering, design, gap analysis, setup, configuration, testing and training. Modules included Sourcing, PO, INV, IExpense, ISupplier, Supplier Lifecyle Management (SLM), and IProcurement as well as R12 upgrade analysis and support. Team Lead for Housing NZ in Wellington, NZ

Team lead for R12 implementation for New Zealand’s largest housing organization, implementing IDM OAM

(Identity Management and Oracle Access Manager) as well as System Administration, and supporting Assets, AME, EAM, IExpense, Property Management, Projects and Procurement. Team Lead for Petroplus Holdings AG in Ingolstadt, DE, Corryton, UK and Zug, CH

Team Lead for Oracle implementation and support for European refinery and marketing corporation at various locations, including Germany (DE), Switzerland (CH) and United Kingdom (UK). Modules implemented included R11.5.10 P2P, ADI, AP, AR, CE, EAM, FA, FSG, GL, INV, MRC, PO, XML, Cost Management, iSupplier and iProcurement including Sysadmin and employee setups. Shared implementation and supported EAM, PA, PJM, SCM including, WIP, BOM. Implementation included regional and country specific localizations to meet German, UK and Swiss requirements. Responsibilities ranged from requirements gathering, design, gap analysis, data review, setups, implementation, training, and monthly support functions. Phil Lanz, CPA

adduw5@r.postjobfree.com

http://www.linkedin.com/in/phillanz

Phil Lanz

Page 3

iReceivables, iAssets, iExpense, Advanced Collections were also setup, analyzed. R11.5 to R12 upgrade analyzed and tested. Implementation scheduled. R12 – Training as well as upgrade analysis performed. New install analysis evaluated, setup configured and system test completed; decision path being evaluated. PM and Team Lead for National Oilwell Varco in Houston, TX

PM and Team Lead for Oracle R11.5.10 iExpense implementation for international oil support corporation, activities included several sites from corporate to field operations, included self-service approvals and audit controls.

Team Lead for Huttig Building Products in St. Louis, MO

Team Lead for nationwide building supplies distributor implementation; initial modules lead included AP, AR, CE FA, and GL and then assumed PO and Inventory (INV). Activities included requirements gathering, functional design, gap analysis, unit, integration and acceptance testing (SDLs/CRPs) and training materials. Utilized BFAs and dataloads. Implemented iReceivables, iSupplier, Credit, Collections, D&B and DQM TCA in test environment, client moved go live to Phase 2. Team Lead for Texas Instruments in Dallas, TX

Team Lead for Oracle 11.5.10 upgrade for a calculator division as well as ipayment implementation. Modules responsible included AP, AR, CE, iPayment, GL, PO/INV and System Administration. Activities included training materials, gap analysis, functionality reviews, CRPs and integration testing for APAC, EMEA and US Team member for DirectTV in Denver, CO

Team member for national satellite company implementation and support. Supported R11.59 iExpense, Assets and other financial modules.

Team member for TennCare in Nashville, TN

Team member for large R11i Receivables Release 11.58 implementation for governmental state unit. Customer base over 1 million with 100,000 in monthly billings and receipts. Duties ranged from solution design to setup to user training and support including numerous interfaces to and from Oracle. Team Lead for Atmos Energy in Dallas, TX

Financials and Procurement lead for a Financials and Manufacturing upgrade from R10.7 to R11i at a Gas utility local distribution carrier. Oracle modules responsible for were AP, ADI, CE, GL, INV and PO. IExpense, iProcurement, iSupplier modules were setup, reviewed and tested. Principal Consultant at Oracle Consulting in Dallas, TX - 1995 to 2003

Team Lead for Financials and Procurement lead for a Financials and Manufacturing upgrade from R10.7 to R11i at a Gas utility local distribution carrier. Oracle modules responsible for were AP, ADI, CE, FA, GL, INV and PO.

Project Manager (PM) for a full Oracle Financials and Manufacturing Applications upgrade from R11 to R11i at a worldwide software maker. Oracle modules included AP, AR, CE, ADI, FA, GAE, GL, HR, INV, OE, PA, PO and SC. Iexpense and iSupplier modules were setup, reviewed and tested. The project was implemented using Oracle's Easipath Migration methodology.

Project Manager (PM) for a large multi-year, multi-million dollar implementation and upgrade at a mid-stream natural gas processor and transportation company. Modules implemented included AP, AR, CE, FA, GL, iExpense, iReceivables, iProcurement, iSupplier, and HRMS. Developed integration with over ten third-party and legacy systems including Solarc right aNGLe, Indus Empac, IBM, TSW and Gator. Converted from legacy mainframe to Release 11.03 and upgraded from Release 11.03 to Release 11i. Rolled out applications to several acquired companies.

Phil Lanz, CPA

adduw5@r.postjobfree.com

http://www.linkedin.com/in/phillanz

Phil Lanz

Page 4

ERP Project Manager for an international airport implementation. Developed integration with two third party products - Datastream and AirIT/DST Airline Business Toolbox Propworks. Modules implemented included AP, AR, CE, FA, GL, INV and PO.

Financials and Procurement Team Lead for an international gaming corporation implementing Release 10.7 of Oracle Financials, Oracle Manufacturing and Oracle HRMS. Duties ranged from project definition to user training as well as leading the integration of these products.

Financials and Procurement Team Lead implementing Oracle General Ledger, Purchasing, Accounts Payable and Inventory release 10.7 for a large international hotel chain. This project resulted in significant reductions in the company’s procurement expenses.

Oracle Purchasing release 10.6 team leader for the Americas implementation for a global provider of classroom and self-paced training. Duties ranged from solution design to setup to user training.

Developed a “best of breed” solution for the consumer packaged goods industry. Duties included reviewing and testing of upgrade from Oracle Applications release 10.5 to 10.6.

Analyzed and resolved Accounts Payable and General Ledger problems arising from a third party implementation of the applications for a mid-sized telecommunication company.

Implemented Oracle Accounts Payable for a telecommunication client during the Transition and Production phases of the project.

Developed system-testing processes for release 10.5 of General Ledger, Accounts Payable, Purchasing and Fixed Assets.

Founder at Lanz & Company in Dallas, TX - 1995

Founded and managed an accounting/consulting professional firm dedicated to implementing and managing business solutions for small to mid-size entrepreneurial companies. Helped clients identify tax, accounting and computer solutions to ease paperwork burden and equip them with tools to run their business’ more effectively. Project Manager at Koch Industries in Houston, TX - 1991 to 1995

Project Manager for a team implementing a client server based integrated computer system for management, payroll and general ledger. Enhanced management decision making by providing database reporting and improved accounting response time from four-week paper processes to graphical, real time paper-less processes. Generated operational and accounting savings to the company of $1 million annually by providing more accessible, accurate, and time management information and streamlining business processes. Training for the developed solution was presented to over 400 people in five states.

Managed financial reporting, payroll, disbursements and property accounting processes for a large petro-chemical company. Accomplishments included:

Identified disbursement-streamlining activities including need for EDI, alternative for paying small dollar invoices, enhanced field and office cash management controls.

Reengineered and implemented management “score carding,” including activity-based cost drivers, benchmarking and determining costs by pipeline segments. Initiated change from mainframe to client server reporting. Short and long term marketing and operations management are usi scorecards.

Established financial reporting for local and corporate management, including profit and loss statements, profit/cost center reporting net assets employed, net present value and net profit enhancement and tax reporting.

Accountable for acquisition economics, including NPV and DCF, IRS Section 338 reporting as well as preparing and presenting reports to board of directors.

Reduced regulatory and budget reporting by 50%.

Phil Lanz, CPA

adduw5@r.postjobfree.com

http://www.linkedin.com/in/phillanz

Phil Lanz

Page 5

Managed natural gas pipeline acquisition audit. Saved $60 million, 10% of total purchase price, during acquisition investigation. Contract was renegotiated as a result of review.

Managed tax-free securities acquisition audit. Saved $5 million, 5% of total purchase price, during acquisition investigation.

Senior Internal Auditor at Occidental Petroleum Corp in Los Angeles, CA – 1988 to 1991

Planned, directed and reported on operational, financial and environmental audits for worldwide divisional entities. Audits included reviews of the world’s largest phosphate mining and chemical complex, the company’s largest oil and gas region, North Sea headquarters and operations, joint interest department, natural gas purchasing and engineering department, property and excise tax department, chemical plants and petrochemical facilities.

Auditor at Pannell Kerr Forester in Dallas, TX – 1985 to 1988

Public Accounting firm – conducted audits, tax and managerial services for clients in the construction, telecom, oil and gas and entertainment industries.

CAPABILITIES

Engagement

Expertise

Project Management

Manufacturing and Distribution Systems

Data Conversion and Interfaces

Data Integration

Technical Architecture

Client facing and communication skills

Conference Room Pilot

Applications Implementation

Business Process Modeling

Process Reengineering

Software Development Lifecycle

Upgrade

Functional and Solution Design

Training

Applications Oracle Accounts Receivable v10.5-11I, 12

Oracle Self-Service v11i, 12

Oracle iReceivables v11i, 12

Oracle Accounts Payable v10.5-11I, 12

Oracle Cash Management v10.5-11i, 12

Oracle Fixed Assets v10.5-11i, 12

Oracle General Ledger v10.5-11I, 12

Oracle iExpense v11i, 12

Oracle Enterprise Asset Management

EAM v11i, 12

Oracle iAssets v11i

Oracle Cost Management v10.5-11i, 12

Oracle Procurement Contracts R12

Oracle Supplier Lifecycle Mngmt –

SLM

Oracle Services Procurement R12

Oracle Advanced Procurement R12

Oracle Approval Management Engine

(AME) R 12

Oracle Applications Desktop Integrator

v5-7

Oracle Inventory v10.5-11, 12

Oracle Multi-Org v10.5-11i, 12

Oracle Purchasing v10.5-11i, 12

Oracle iProcurement v11i, 12

Oracle iSupplier v11i, 12

Oracle Procurement P-Cards

Oracle Projects PA, PJM, PJC,PJP, PJI

Oracle Web Application Desktop

Integrator ADI v10.5 – 11i

Oracle XML v11i

Oracle IDM OAM Access Manager

Oracle Sourcing SCM R11, R12

Oracle Contract Lifecycle Management

(CLM) R12

Phil Lanz, CPA

adduw5@r.postjobfree.com

http://www.linkedin.com/in/phillanz

Phil Lanz

Page 6

Methods Oracle’s Applications Implementation

Methodology (AIM)

Project Management

Procure to Pay (P2P)

Source to Settle (S2S)

Source to pay (S2P)

Oracle’s Easipath Migration

Methodology (EMM)

Oracle Unified Methodology (OUM)

Oracle Business Modeling (OBM)

Industry Construction

Finance

Legal

Marketing

Plant Maintenance

Retail

Semiconductor

Telecommunications

Training

Warehouse/Distribution

Marketing

Health

Insurance

Architecture & Engineering

Chemical

High Tech Electronics

Manufacturing

Media

Oil and Gas

Government (DOE)

Utilities

Energy

Charity

Refining

Housing

Engineering

EDUCATION, CERTIFICATIONS & PUBLICATIONS

Certifications &

Organizations

CPA - Certified Public Accountant

CGMA - Certified Global Management Accountant

CFE - Certified Forensic Examiner

CFF - Certified Financial Forensic

CITP - Certified Information Technology Professional Education

McMurry University, B.B.A., Accounting

Citizenship US Citizen

Phil Lanz, CPA

adduw5@r.postjobfree.com

http://www.linkedin.com/in/phillanz

Contact this candidate