SUMMARY

Highly accomplished professional with a distinguished 15+ years proven track record leading the design and implementation of advanced data capture, integration, analysis, product lifecycle management, cost management and reporting solutions to enhance decision-making. Business strategist skilled in partnering with business, leadership, teams and vendors to identify needs, define strategy, and guide the delivery of tools, systems, interfaces and analytics to measure performance against goals, identify trends, and respond immediately to new opportunities or issues. Natural communicator and team leader with strong motivational skills, business and financial acumen to communicate effectively with client executives and their respective teams. Proven ability to quickly grasp and apply new technologies and best practices in both business software implementation, financial management and business process reengineering to produce high-quality deliverables that meet or exceed timeline and budgetary targets. Expert in agile and waterfall project management methodologies.

SKILL EXPERTISE

Business Intelligence

Financial Planning & Analysis

Project Management

* Strategic Business & Organizational Planning

* Project Design, Execution & Management

* Business Process Analysis & Automation

* Business Intelligence Roadmap & Strategy

* Data Acquisition, Integration & Analysis

* Data Modeling & Predictive Analytics

* OLAP & OLTP Database Management

* ETL, Dashboard & Reporting

Frameworks, Application Development

* Systems Development Life Cycle Management

* Enterprise Wide Implementations

* Team Development, Training & Leadership

* Executive Management, Strategic Planning

* Financial Analysis, Reporting & Operations

* Close Process Automation & Business Process Reengineering

* Budgets, Cash Flow & Forecasting

*FLUX and ROI Analysis

*Procedure & Process Documentation

* Report evaluation and creation

* Team Management (10+ people)

* Client Relations & Presentations

* IT Project Lifecycle:

* Requirements Analysis

* ROI Analysis

* Costing & Budgeting

* Project Scheduling

*Training/Testing/QA/Rollout/Support

* Custom Software Development

* System Migrations/Integrations

* Agile & Waterfall Methodologies

Value-Added Leadership:

* Cross-Functional Supervision

* Team Building, Mentoring and Customer Collaboration

TECHNOLOGY PROFICIENCIES

Oracle Tools: Hyperion Planning/HFM/FDM on Premise and Cloud services, Essbase. Hyperion Financial Reporting, SmartView, Oracle R12 Financials and Database. PeopleSoft Financials, HCM and Campus solutions and JD Edwards. Calc Script, SQL Plus PL/SQL

Other ERP’s and Software:

SAP, SYSPRO, GEAC. Anaplan, Blackbaud FE/RE/VCO, Microstrategy (Great Plains), QlikView Tableau, Business Objects (BO), Siebel, SFDC, R, MS Tools: SharePoint, Projects; MS Office: Excel, Access, OneNote, PowerPoint, Publisher, Word

PROFESSIONAL EXPERIENCES

Wipro, Mountainview, CA, Principal Consultant 1/19 to 11/19

Client facing for the Anaplan project. Working with client and project team in the overall project roadmap and timeline. Helping to determine Epics for each sprint. Collecting and documenting user stories, originating Anaplan technical design documents as required by client PMO; model building as needed to support offshore development team.

Google on Behalf of HCL - Sunnyvale, CA, 8/18 to 12/18

As an Anaplan analyst and model builder, worked with Google Support Team to resolve and implement existing and new Anaplan features within Anaplan. For each feature created detailed documentation to be used for UAT migration and for user training. Development areas of enhancements included creation of formulation, lists, modules, dashboards, integration mappings, account and line item subsets, actions and security.

Anaplan, San Francisco, CA, Business Partner 1/18 to 6/18

Business Partner to customer accounts to ensure Business and IT needs are met with Anaplan tool. Recommend tool features and enhancements as needed.

Implementation of Financial and Demand planning included the replacement of Hyperion 11.1.2.4 with Anaplan. Documented epics and user stories, and assisted in the prioritization of sprint plans. Participated in design sessions and in the model build of Financial Planning. Worked with user community for the development of test scripts and respective SIT and UAT sessions.

Telewave, San Jose, CA, Finance Business & Process Implementation, Consultant 2/17 to 4/17

Eight-week engagement involved documentation of AS IS Business process and formulate proposed streamlined TO BE Business process. Presented TO BE findings and Execution Plan to Executive staff. Executed TO BE plan to include expansion of permissions and roles to the existing Syspro ERP and additional computer investments to personnel throughout the company.

Change Management included creation of new desk top procedures and training across the organization. Assisted CFO in Finance projects including audit, account reconciliation, financial reporting and the close process

California State Maritime, Vallejo, CA, Technology Infrastructure Analyst, Consultant 12/16 to 1/17

Eight-week assessment entailed gathering and documenting AS IS Business processes to assess, analyze and derive a proposed TO BE architecture for all 40+ internal and California State systems

Presented findings to Executive Cabinet

Navy League of the United States, Arlington, VA., Finance Business & Implementation, Consultant 6/16 to 12/16

Configured and implemented the Financial Edge (FE) Blackbaud system

Conversion of old chart of accounts to new included data transformation of FY14 thru Aug FY16

Recreated full financial package in FE using Visual Chart Organizer (VCO)

Business process reengineering between both Finance and Membership departments reducing the monthly close by 10 days

Ciber Technologies, Greenwood Village, CO., Practice Director for BI Analytics 6/13 to 5/16

New Business Development (Oracle BI Analytic Products: Hyperion, ODI, OBIEE), RFP process, project bidding and customer presentation.

Onsite PM and Technical/Functional Lead for the delivery of Oracle BI Analytic products.

Worked with client to align internal system product evaluation and selection with Oracle product future roadmap and releases

Ensured alignment of onshore and offsite delivery activities and roadmap to client expectations.

Cognizant Technology Solutions, Teaneck, NJ., Associate Director 6/11 to 6/13

As the North American onshore manager of the Corporate Performance Management (CPM) practice specifically with Hyperion BI:

Onsite PM and Functional Lead for the delivery of Hyperion Planning/Essbase/HFM/ETL tools.

Ensured alignment of onshore and offsite delivery activities and roadmap to client expectations.

New Business Development, RFP process, project bidding and customer presentation.

Apple Computer, Cupertino, CA, Finance Business Process Lead Consultant 10/10 to 3/11

As a precursor to Apple’s up and coming Online Store enhancement, identified the affected business processes within the Finance organization worldwide. Documented AS IS, identified the process change, both operational and system, and created the TO BE business processes.

Wells Fargo Bank, Inc., Mountain View, CA, Business Systems Analyst & BO Reports Developer Consultant 2/10 to 10/10

Reporting included BO scripting for the Vendor Management team to develop detailed vendor risk analysis by business group.

Validated an enhanced the risk scoring methodology within the Vendor Management System of Record used to track the 4,500+ in scope / active vendor relationships, and respective vendor assessment documentation as prescribe by the OCC.

Migrated and developed BO reports for the Vendor Management Enterprise organization to automate and streamline reporting. Created BO templates to expedite Executive reporting such as the Operational Risk Survey, Top Vendor List Reporting and ad hoc Executive reporting.

Cisco Systems, San Jose, CA, HFM Business Analyst & Hyperion Reports Developer Consultant 5/09 to 10/09

Upgraded from version 9 Classic to 11 EPMA environment continued with Smartview for the mapping, design, creation and testing of Cisco’s global financial reports within an EPMA environment. Worked with implementation team and Hyperion Developer for hierarchy design and rule definitions. Evaluated global reports for data sourcing, data leveling and analysis for the design of the HFM meta data.

Additional Clients from Prior Work Experience

Levi Strauss & Co., Global Hyperion FDM/HFM Administrator Consultant

Nanometrics, Inc., Sr. Financial Analyst

Silicon Valley Financial Group, Project Manager Consultant

LifeScan, Johnson & Johnson Co., Worldwide Financials Applications Analyst Consultant

Symantec, Special Projects Manager Consultant

Washington Mutual (Providian Financial, Inc.), FP&A Manager

Wind River, Inc., Business Analyst Consultant

Volera, a subsidiary of Novell, Sr. Business Analyst

National Semiconductor Corp., Senior Financial Analyst

KLA-Tencore, Financial Analyst

Mylex Corp., Senior Cost Accountant

Dionex Corp., Cost Accountant

EDUCATION & CERTIFICATIONS

B.S. Managerial Economics, Extended coursework in the Bio Life Sciences, University of California, Davis, CA

L1 & L2 Model Builder and Anaplan Way Certifications, Anaplan Corp, San Francisco, CA

Hyperion FDM & HFM Certification, Oracle University

Oracle 11/11i DBA/Applications Certification, Amfasoft Corp, San Jose, CA

Healthcare Financial Management Association (HFMA) -in progress

CPA Candidate

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