Senior Financial Analyst, Business Analyst, Excel, Powerpoint, Visio

Overview

Experienced Business Intelligence Management Consultant – IT and Data Strategy, Financial Planning, Data Governance, Software Selection, Accounting/Finance Project Management and Transformations.

Director, Project Manager, Solution Architect, Business Intelligence Architect and Lead for several very large Fortune 500 clients with large capital projects and implementations, especially Oracle products.

25+ years with progressive experience in Finance and IT with CFO, software project management and design, Financial Planning and Analysis, and Accounting core positions as a CPA.

Master’s Degree in Accounting/Tax with honors. Bachelor of Science, Accounting with honors. Took and passed Florida CPA exam – April 1996.

Metadata, ERP, and Business Intelligence systems solution architect with a proven track record, results - delivery oriented. Financial Transformation, Charts of Accounts design, Metadata architecture, Hyperion solutions architect, Reporting structure design, advanced financial system architecture.

Excellent Consulting and Communication Skills with references: http://www.linkedin.com/in/sheiladosgood

Industries

Financial Services Insurance Healthcare

Technology/Software Communications: TV,Radio,Cable Telecommunications

Manufacturing/Development Retail, Franchise Refinery and Process Plant

Employment History

Project Management, CFO, Solutions Architecture and Technical Integration Architecture:

Pathfinder Consulting Services LLC - USAA, San Antonio, TX 05/2016 to 06/2024 - Business Intelligence Architect and Transformation Project Lead Architect. Metadata Solution Architect, Enterprise Hierarchy Architect, Functo-technical liaison and lead for large technical and business team (on-shore and off-shore). Design new GAAP and STAT Account, Legal Entity, Cost Center hierarchies and legacy mapping, and metadata integration for a very large technical and financial transformation. Comprehensive Workflow Design and Build of 40+ new multi-level workflows. Lead strategic workshops and sessions to facilitate functional-technical design and implementation, achieving stakeholder buy-in. Design and build of Data Governance and Controls Workflows for Mastered data. Integration Skills: Oracle DRM and DRG, EDM, ERP ARE, Oracle Cloud GL, OFSAA, FCCS, PCMCS, Essbase, Planning, Smartview, EPBCS, Workday, PeopleSoft, Oracle DB, DataStage, Apptio, Axiom, G-Treasury, SAP. Lead workshops regarding data best practices, design dimensions and build strategic roadmap for legacy applications to new Cloud ERP and Cloud Oracle Hyperion EPM products.

Pathfinder Consulting Services LLC - Sally Beauty Holdings, Denton, TX 2015/2016 - Business Intelligence Integration Solution Architect for Master Data Products, EBS General Ledger and Oracle Planning and Essbase. Created Design for new Global Account, Cost Center, and Company hierarchies for a large EBS solution including a new Chart of Accounts. Created new best practice solutions for data workflows and requests. Designed and created a new, viable solution pathway to for EBS hierarchy integration via request method. Designed and documented long term integration solutions for Phases II and III. Advised and trained FP&A and Accounting on the design and new process. Consulted best practices for General Ledger combo edits.

Pathfinder Consulting Services LLC – Fannie Mae, Herndon, VA 2015 – Designed and built a solution for General Ledger requestors through Oracle DRG to allocate and aggregate for cost center. Built prototype and documented solution and user guide.

PWC - Banco Santander – Boston, MA 2015- Oracle Hyperion DRM Solution Architect and Integration Solution Architect for Oracle DRM and Oracle DRG to integrate with PeopleSoft General Ledger and Oracle Hyperion Financial Management (HFM). Created Workflow Design and Metadata Integration solution for a new Consolidating Chart of Accounts, including Account, Entity, Cost Center, Counterparty and various other CFO hierarchies. Design governance processes, dimension business rules and validations to master a new data solution.

Body Logic MD, Physicians Lab, Nutralogics - Chief Financial Officer, Boca Raton, FL 2014 -Responsible - Enterprise Projects, Accounting and Finance functions, Budget and Forecast, General Accounting Close. Update the forecast and analyze financial statements to budget. Forecast Cash Flows, Cash Flow Statements and Business Valuation. Forecast cash flows for Physician’s Lab based on cloud data trends and historical data. Manage Business Intelligence and Data projects for Finance and Operations. Lead Accounting data projects. Located missing, incorrectly booked income.

Pathfinder Consulting Services LLC - The TJX Companies Inc., Natick, MA 2013 - Oracle Hyperion Solution Architect and Business Intelligence Integration Solution Architect for Oracle DRM, EBS General Ledger, Oracle Site Hub, Data Stage, Oracle Planning and Oracle Essbase Integration. Design new Organization Structure, it’s integration, data governance, naming conventions and hierarchies. Design and document long term integration solution. Advise FP&A on design and process for tactical and strategic financial data integration. Lead a team of business and technical Hyperion and ETL developers using advanced methodologies, documenting business process details.

Pathfinder Consulting Services LLC - BB&T, Raleigh, NC 2013- Oracle Hyperion DRM Solution Architect for SAP, BW, BPC and Hyperion Planning Integration. Design DRM Integration solution for major SAP/BW ERP Implementation including Naming Conventions, Hierarchies, Chart of Accounts Legacy Mappings, Properties, Imports, Blends, and Exports. Lead strategic business intelligence workshops to facilitate functional-technical planning and process design and implementation.

Pathfinder Consulting Services LLC - UnionBank, Los Angeles, CA 2012 - Oracle Hyperion DRM Solution Design, Build and Documentation for an Oracle Hyperion Planning and Essbase (ASO and BSO), Data base integration, Balance Sheet Planning (BSP) implementation, integrated from Oracle OFSA. (THG Project) - Business Intelligence design for software systems in use, DataStage, Informatica, Oracle Database and SQL, OFSA, etc.

KPMG - Archer Daniels Midland (ADM), Decatur, IL 2011 - Oracle Hyperion DRM Solution Architect. Blueprint a DRM integration solution and Business Intelligence solution for an 80 billion dollar global JDE GL consolidation. Co-solution Architect - Design efficient use of hierarchies and integration. Create new methodology for FDM disparate General Ledger data mapping and HFM integration. Pull Account, Entity, Product, Geo, Function hierarchies from 35 disparate General Ledgers (250 ledgers) into DRM weekly, allowing for non-duplication and reconciliation. Use Master Data Management strategy to align disparate database objects. Push new hierarchies to (source) FDM (tdatamap table), (target) HFM, JDE 9.0 and Essbase. Design Document, Data Dictionary, Solution technical data flows.

Pathfinder Consulting Services LLC - Sterling Bank, Houston 2010 - Oracle Hyperion EPM Solution Architect – Gather requirements, write Statement of Approach. Design hierarchies. Special Design of Organization hierarchy to encompass business development and planning needs. Business Intelligence and technical integration lead.

Pathfinder Consulting Services LLC - Cricket Communications, San Diego, CA 2009 - Oracle Hyperion DRM design review, data dictionary, best practices, DRM Security design, integration with Tibco, JDA, EBS and several other downstreams.

Oracle Corporation, Redwood Shores, CA 12/2007 to 05/2009 - Oracle Hyperion Internal Applications Design Lead – Gather requirements, meeting notes, Oracle Unified Methodology (OUM). Design and Implementation of Finance hierarchies including 200+ Cost Center, Account, Legal Entity, and 3 Product hierarchies – targets: Hyperion Planning and Essbase.

oOracle Packaged Software build and delivery – Built and tested the Oracle DRM 11.1 xml property templates and EPMA ads files for DRM integration to Essbase, incl. imports for Account and Legal Entity hierarchies, properties and validations. (Oracle project)

oBank of New York Mellon, NY, NY - Oracle Hyperion DRM Security Administration Design and Configuration. Upgrade from DRM 9.2 to 9.32. Admin. Guide and (Oracle 10g, DRM, HFM, Microstrategy, FICS, PeopleSoft). (Oracle project)

Core FP&A and Accounting Positions:

Office Depot Corporate - Senior Financial Analyst, Delray Beach, FL – 01/1999 to 03/2004

Designed and implemented a six-dimensional, web-based, financial model for a $4 billion dollar business operating plan.

Created Essbase cubes, rules, for 15 billion dollar operating budget for Store Locations and Business Services Group projection data. Essbase end-user training.

‘Bank Rec’ – Designed and Developed a Bank Reconciliation Model – ASP and SQL model. Reduced the number of monthly reconciliations from 1000 to a simplified 350. Cleared backlog. Program Model still used daily by Office Depot – 20+ years.

Bad Check – Lead design, project management and implementation for 12 person team to simplify bad check reconciliation and management.

Moneycard Reconciliation Model – Created reconciliation model for multimillion-dollar gift card balances.

Payroll Reconciliation Model – SQL Server solution to reconcile international and domestic payrolls.

Tax Allocation Model – Automation Model to Sales and Use Tax for all locations. SQL Server, SPs, etc.

PeopleSoft GL Implementation – SQL Server Model to test 100% of GL data (36 million rows per month, 3 years of data). JDE and Homegrown GLs to PeopleSoft. Created XML Journal Entry interface solutions.

Merger Integration Model – developed and implemented merger integration model for Planning.

Paxson Communications - Sr. Financial Analyst - WPB, FL - Broadcasting 01/1997 to 01/1999

Formed budget planning/forecasting/business models for 100 entities in different markets. Designed a flexible financial business model to secure $275 million in preferred stock capital. Devised opening sales rates for 80 different television markets. Prepared the $400 million dollar annual revenue budgets for all operating stations. Maximized revenue streams with decisions about the inventory mix, and policies.

Software engineering - television ‘real-time’ traffic systems, systems analysis and design, database management and modeling. Identified missing controls, system audit, and SOX compliance issues.

Produced Investment bank books/due diligence for station acquisitions and pending sales.

Automated Financial Reports with Excel Visual Basic: daily and weekly pacing reports and stat reports.

Shareholder relations and publications. Produced Investor shows, Fact Sheets, and presentations. Financial press releases. Earnings conference agenda and information. PowerPoint presentations for bankers, industry analysts, and portfolio managers. Updated Website. External Reporting - Designed, reviewed, and updated tables and SEC filed documents, Annual Report Graphs and marketing.

Facilitated, advised, and prepared documentation for 1031 Exchange, saving over $100 million in taxes.

Performed merger accounting and detail audit work. Reviewed contracts for entity acquisitions.

Accounted for and consolidated the assets of a large television network acquisition. Performed due diligence work for the sale of 46 radio stations, a $633 million transaction.

Fairbanks Communications - Assistant Controller, WPB, FL Cable TV/Radio Broadcasting

Executed full corporate and cable division accounting, which included: Supervising accounts payable, accounting and audit functions, asset depreciation – fixed, intangible, book, and tax.

Returns completed and filed: all intangible and tangible personal property tax, all payroll tax, the Employee Benefit Return (5500), EEO, Sales Tax, Excise Tax, Copyright and others.

Performed substantial investment portfolio work. Managed cash requirements for operations.

Supervision and external audit preparation for corporate, radio and cable divisions, including tie-in audit work papers. Merger and Acquisition journal entries.

Revised and updated systems for accounting automation, especially fixed asset, audit worksheets, property tax, and investment portfolio management.

Skills Summary

Software

Oracle Hyperion Products: DRM Expert, EDM Expert

(HFM, Essbase, HP, FDMEE integration) DRM DRG (Workflow)

Oracle EPM Cloud – FCCS, EPBCS, Data Management

Oracle Databases 10g to now

SQL Server 2000 to now

Query Analyzer, Mgmt Studio, DTS, some SSIS, Oracle PSQL, Informatica, Data Stage, Control-M

Oracle EDM

Asp/.net

Excel Visual Basic

Visual Basic

Visio

Microsoft Project

GL - PeopleSoft, JDE, EBS, SAP, Oracle Cloud General Ledger, ARE

Windows 2003, 2008, 2012, XP

Financial – OFSA, BW, BPC, FICS

XML - DRM, EPMA, PeopleSoft

Engagement Experience

Oracle (Hyperion) EPM Solution Architect

DRM/EDM Architect

Financial Transformation

GL, AP, AR & Payroll Architecture

Budget & Planning Model Architecture

Bank Reconciliation Model

Planning Model - Design, Implementation, Support

Technology Advisor

Technical Lead

Bad Check Model Design/Build

Oracle/Hyperion EPM Product

Consolidations, Mergers and Acquisitions

Oracle Cloud GL Implementation

Large Project Management

Requirements Gathering and Documentation

DRM to EDM Migration

DRM Security Model design and implementation

Data Conversion Mapping

Data Conversion Testing & Analysis

International Company BU Migration

Project Management - PeopleSoft General Ledger

JDE Implementation

Hyperion Essbase Upgrade

Tax Advisor, 1031 Exchange

Chart of Accounts creation and mapping

ERP Implementation

Other Accomplishments

Corporate

Chaired Corporate Charity Events: City of Hope, Take Stock in Children

Education/Certific.

Florida Atlantic University Master’s Degree – Accounting/Tax, GPA 3.65

Florida Atlantic University Bachelor of Science – Accounting, GPA 3.52

Passed Florida CPA Exam April 1996

Intermediate Spanish and German language proficiency

Oracle Certified – Data Relationship Management and DRG (workflow)

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