Sr. Planning Analyst-Consultant

cTechnical Summary

Software

•IBM Planning Analytics

•IBM Cognos TM1

•IBM Performance Modeler

•IBM Cognos Enterprise

Planning

•IBM Cognos Insight

•IBM Cognos Framework Manger

•IBM Cognos Report Studio

•IBM Cognos Query Studio

•IBM Cognos Transformer and Powerplay

•IBM Cognos Finance

•IBM Microsoft Cafe

•Microsoft Transact SQL

Badges

•Planning Analytics – Modeler (Dimensions and

Cubes, TurboIntegrator,

Rules and Feeders)

•Planning Analytics – Analyst (PAW - Explore Data, PA for MS Excel - Analyze Data)

•Planning Analytics – Administrator (local, cloud, general administration)

Databases

•Microsoft SQL Server

•ACCESS

•DB2

Operating Systems

•Windows Desktop and Server

•Citrix

•MS-DOS

Technology

•MS Visual Studio / C#

•XML / HTML / JavaScript

•VBScript

•PASCAL

•FORTRAN

•COBOL

•Proprietary Navision

Developer

Other Software:

•Microsoft Project

•MS Office (PowerPoint, Word, Excel, Visio)

•Adobe Acrobat

•Axapta

•Solomon Software

•Navision (MS Dynamics)

CATHY DEHAAN

SENIOR BUSINESS ANALYTICS CONSULTANT

********@*******.*** 313-***-****)

Professional Summary

Innovative and tenacious leader with a proven history of accomplishment. Excellent interpersonal, communication, and team-building skills with the ability to build trust and rapport. Resourceful decision-maker with strong problem-solving skills. Broad range of skills including Software

Development, Accounting Information Systems, Project Management, Training & Development, Technical Support, Client Relations, and Financial & Data Analysis.

Professional Experience

Converge Technology Solutions/LPA Software Solutions, Inc.

Senior Analytics Consultant October 2015 – May 30, 2023

Primary focus is the delivery of Performance Management Solutions using IBM Cognos Planning Analytics - TM1

•Responsible for the design and development of Performance Management solutions utilizing IBM Cognos Planning Analytics - TM1 and IBM Planning Analytics Workspace. Created Planning applications for several clients that allows for Revenue Management, Payroll, Budgeting and Forecasting and Allocations.

•Created Dashboards and Reports in Planning Analytics Workspace.

•Responsible for creation of Active Forms, Reporting, Websheets and Input forms using TM1 Perspectives and Pafe (MS Excel).

•Creation of TM1 Rules/Feeders for TM1 Cubes for client solutions.

•Incorporated MDX statements for Perspectives and Pafe Reporting.

•Created Workflow applications for budgeting and forecasting.

•Creation of TM1 processes and chores to update dimensions and data within TM1.

•Supported and assisted in the setup of TM1 security.

•Revised IBM Planning Analytics Workspace Training Exercise Guides and PowerPoint Slides for Development and Model Design

•Provided TM1, IBM Planning Analytics Workspace and Pafe Training for clients.

•Creation of Drill through TM1 process back to SAP and other databases in order to analyze detail.

•Responsible for conversion of Cognos Analytics to Planning Analytics Workspace for Budgeting / Forecasting Solution.

•Development of Forecasting Strategy and Roadmap Forecasting Strategy including implementation of best practices, Data Architecture and Application Technology along with implementation recommendations.

•Provided health checks on clients TM1 Architecture, Application and TM1 Models.

Cognos Enterprise Planning

•Upgraded Cognos Planning from 10.0 to 10.2 Fix Pack 4

•Responsible for model upgrades, design changes and preparation for the new fiscal year forecasting and budgeting system.

•Provided training for employees on maintaining the Cognos Planning System.

Ironside

Sr. Performance Management Consultant / Sr. BI Consultant August 2012 - October 2015

•IBM Cognos TM1 o Development of models and applications in TM1 in Performance Modeler and Architect 10.1 and 10.2.

oCreated TM1 applications. o Support roles for clients on TM1 10.2 rules, feeders, model development and security. o Creation of TM1 Perspectives worksheets and applications for client input.

oInstructor for TM1 for a 5 day course for clients.

oConversion of Enterprise Planning model to TM1 Resource planning forecasting and budgeting.

oProject management for all enterprise planning and tm1 projects involved in. o IBM Microsoft Café – Installation, development of reports from TM1 and BI and created presentation material.

•IBM Cognos Enterprise Planning – (v7 to 10.1) - Analyst and Contributor o Created Budgeting and Forecasting models for Sales, Balance Sheet, Profit & Loss, Department Spending, Global Trade Forecasting and Intercompany Pricing.

oProvided Health Check on Cognos EP System V 7. Redesigned models for effective and efficient forecasting, reporting and consistent model design.

oIncorporated Multicurrency functionality, access tables, data validation rules, saved selections into the Applications.

oUpgraded their Cognos EP Models from Version 7 to Version 10.1 o Provided Training to all their employees utilizing the EP System

•Cognos BI (Transformer, Framework Manager, Report Studio) – (10.1, 10.2) o Provided Health Checks and results on Transformer models.

oProvided recommendations for efficient modeling in Framework Manager and Transformer

Models

oRevised Report Studio Reports using best practices and efficient reporting

standards.

oRevised and created reports in Report Studio, revised Framework and Transformer models for efficient modeling and best practices.

oDynamic Cube 10.2 Course (Internal) o Report Studio – Development of reports for dimensional and relational models.

oQuery Studio – development of queries for clients.

CD Consulting Services LLC

Developer and Consultant for MS Navision Jan 2004 to Feb 2008, Nov 2008 to Aug 2012

•Cognos Enterprise Planning – Analyst (v8.2 to 8.4) o Administrator and Designer of Models

oCreated complex forecasting and budgeting models for several different corporations.

oThe models have included Budget/Forecasting/Actuals, Sales and Average Selling prices along with Tracking of Run Rates, Growth and Seasonal lifts for chosen weeks for several business units and products for a large pharmaceutical corporation.

oCreation of Dlists, Complex Calculations, Dlinks, Allocation Tables and Macros to maintain the Analyst models on a daily/weekly and monthly basis.

oCreation of batch files and scheduling to maintain models and objects.

•Cognos Enterprise Planning - Contributor (v8.2 to 8.4) o Administrator and Designer of Applications o Created and managed several applications for Analyst Models involving Setting up Web Client Configuration, Application Maintenance settings, setting and automating import of elists and rights, implemented Data Validation Rules, Saved Selections and Publishing of Cubes for Reporting in Cognos 8.

oCreation of several macros, admin links and batch files to enable automation of updates for applications and Analyst models.

oSetup Admin Extension for Framework Mgr Model and Client Get Data and Excel Extensions. o Created Excel spreadsheets to allow Data to be imported into Contributor through Get Data Option in Contributor.

oMonitored application’s published tables for data import and tracking of errors.

•Cognos BI (v7.0 to v10.0) o Developer for (Report, Analysis and Query Studios, Transformer, Powerplay, Impromptu, Enterprise Server, IWR, Powerplay Web, Framework Mgr, Web Portal, SQL Queries).

Developed Dimensional and Relational cubes and models from more than one data source providing analytical analysis.

Created Custom Reports in Report Studio with Dimensional, Relational and TM1 Models.

Created several different charts along with reporting displaying significant metrics.

Provided Support and Training on Report and Analysis Studio to users.

Creation of Portal pages using Prompts, dashboards and reports. o Framework Manager (v 7.0 to 10.0)

Data integration, metadata modeling (Relational and DMR).

Created star schemas, data views, business views for publishing and reporting then providing reporting and Data analysis in BI.

Setup security and custom fields for reporting requirements.

oReportNet Reports Conversions to Cognos 8.3/8.4

Data migration

Customized 8.4 Report Studio Reports o Cognos Finance

Administrator, Designer and Trainer (Design, setup, allocations, multicurrency, Intercompany eliminations, consolidations, reporting and automating update procedures).

Customized International and US reporting to meet client specifications within Cognos Finance.

Conducted all phases of the project from Design Analysis to Implementation and custom training.

Extraction of data from Oracle, AS400, SQL, and other databases utilizing SQL scripting. o Impromptu

Trainer and report developer for district school system and other industries.

oInstalled and upgraded server and client workstations for all Cognos BI, Cognos Finance, Sun One Directory Server and MS Navision Software.

oCustomized and taught training classes on MS Navision Development for several employees.

oCreated Web Page for users to enter data into Access Database (asp.net)

Newcomp Solutions Inc.

Consultant/Developer February 2008 - November 2008

•Developer and Consultant Cognos Finance,Cognos BI (7),Cognos (8) Planning and BI Reporting/Data Modeling

•Framework Manager o Data integration, metadata modeling (relational and DMR) designed and customized reports/portals within Cognos 8 Report Studio.

oPerformed Data analysis to sql database. o Created DTS package to transform data from SQL database table for modeling in framework manager.

•Cognos 8 Financial Reporting – Report Studio o Review and documentation of business rules for multicurrency translations, inter-company eliminations, consolidations for a Cognos 8 financial reporting system.

•Cognos 8 Report Studio o Customized reporting involving joining of queries, prompts, master-detail relationships, various objects, scheduling reports from various data sources such as C8 Planning, Framework Mgr Models, Oracle, SQL, AS400 etc.

•Cognos Finance o Developer and trainer for client and server installations, setup, consolidations, multicurrency, intercompany eliminations, allocations, importing of metadata.

•Cognos Enterprise Planning o Analyst and Contributor

oCreation of models for forecasting/budgeting, published models, implemented security and provided Reporting in C8.

oAdministrator of Analyst Models and Contributor Applications.

Aston Group, Inc.

Senior Consultant 1991 - 2004

•Created customized business intelligence and accounting systems for clients. Served as advisor to clients from development through implementation and customer training. Provided onsite collaboration with clients. Conducted software classroom training for clients’ employees.

Developed reports, programmed software, provided technical support, resolved problems and ensured client satisfaction.

•Analyzed data, applied business rules and collaborated with clients to ensure data integrity.

•Installed and implemented COGNOS Finance and Business Intelligence with Navision for multiple companies. Maintained the system via WEB connection. Accomplished successful interfacing of Cognos BI with Navision, GEAC, Great Plains and Axapta using ODBC or SQL Server.

•Installed and implemented COGNOS Business Intelligence to provide data analysis and reporting. Developed graphical representations using Visualizer. Developed OLAP cubes from multiple data sources to provide analytical analysis and reporting for several different industries.

•Designed and implemented COGNOS Finance projects for client workstations and the web. Set-up and designed allocations, multi-currency, budgeting and consolidation processes and reports.

•Customized Navision objects for processing transactions and reporting in proprietary language.

•Developed customized reports using Navision to adapt software for U.S. and international currency standards as part of an international project requiring travel to Amsterdam and Dallas.

•Applied Great Plains accounting software and Excel for NASA job-costing reporting.

•Developed materials and provided classroom and onsite training on Navision, Solomon, Great Plains, Navision Development and Report Writing, Crystal Reports, FRX, COGNOS BI and COGNOS Finance Systems.

•Demonstrated interfacing of COGNOS Business Intelligence and FRX with accounting systems to clients.

Eastern Michigan University

Financial Analyst Graduate Assistant 1988 to 1990

Analyzed and prepared Hoyt Conference Center Operating financial statements

Ford Motor Company

Account C Specialist 1984 to 1985

Verified invoice payments for Saline production materials, investigated receipts, billed suppliers and prepared quarterly journals.

Accountable Documents Clerk 1983 to 1984

Controlled and distributed documents for four plants, prepared monthly status reports, and posted, balanced and implemented sub-ledgers.

Manufacturing Clerk 1978 to 1983

Responsible for administrative control of office involving 33 salaried and 412 hourly employees. Coordinated and verified flow of information and materials.

Education and Professional Development

Eastern Michigan University, Ypsilanti Dec 1990

M.B.A., Concentration: Finance and Information Systems

Eastern Michigan University, Ypsilanti Dec 1986

B.B.A., Concentration: Accounting Information Systems

Certifications

•IBM Cognos TM1 Developer

•IBM Cognos TM1 Analyst

•IBM Cognos TM1 Administrator

Badges

•Planning Analytics - IBM Planning Analytics Workspace - Explore Data

•Planning Analytics - Modeler

•Planning Analytics – Dimensions and Cubes

•Planning Analytics – TurboIntegrator

•Planning Analytics – Rules and Feeders

Industries:

-Manufacturing

-Higher Education

-Pharmaceuticals

-Transportation

-Telecommunications

-Healthcare

-Logistics

-Insurance

-Information Services

-Paper & Forest Products

-Retail

-Information Technology

-Hospitality

-Gaming

-Packaging

-Electronics

-Management Consulting

-Financial Services

Software Packages:

-IBM Planning Analytics

Analyst

Contributor

TM1

IBM Planning Analytics

Pafe/Reporting Tools

-Cognos Business Intelligence:

Framework Manager

ReportNet, Report Studio

Query Studio

Analysis Studio

-Cognos Tools:

Access Manager

Configuration Manager

Upfront

Cognos Connection

Cognos Command Center

Databases:

-Microsoft SQL Server

-IBM DB2

-Oracle

Operating Environments:

-Windows 2000/2008/XP

-MS Server 2000/2003/2008

-Linux

Other:

-SQL

-SAS

-ASP

Contact this candidate