FinTech Leader - Financial Planning & Analysis Expert

PAUL SCHUMANN

Phoenix, AZ (***) ***- **************@*****.***

Systems Administrator Manager

Results-driven and motivated FinTech Leader with extensive experience developing strategy, system roadmaps, and coordinating implementation and support projects for major enterprise organizations, with a focus on solutions including AWS data repository and Oracle EPM delivering metrics calibrated to Financial Management and Enterprise Planning models.

Applies high integrity along with strong attention to detail and efficient multi-tasking abilities to excel in time-sensitive environments, meeting all standards for quality and productivity.

Composes and designs projects implementing new Oracle Hyperion installations, system upgrades, solution and feature design, impact analysis, data integration for financial consumption by Oracle Hyperion target applications: HFM, Planning/Essbase, BI presentation and enterprise financial arrangements.

Initiates scope requirements using verifiable solutions, provides key knowledge transfer, acts as integral member of focused technical team, energetically contributing to cross functional alignment, system monitoring for production improvements and business growth.

Superior organizational skills, effective enable automating key tasks to maximize positive benefit to the organization. Full SDLC delivery organizer for development, milestone iteration, issue resolution, phase testing / scripting, results comparison analysis.

CORE PROFICIENCIES

Finance-centric Domains

Oracle Hyperion Expert

Policy Security Management

Enterprise Solution

Team Leadership

Senior FP&A Process

Multi-Industry Experience

Key Event Resolution

Supervised Training

Global Strategy Control

Finance Governance

Ecosystem Content Delivery

Process Improvement

Collaboration

Data Analytics Integration

SENIOR OCAS Lead University of California, Office of the President 2021 to present

Oracle Consolidations and Applications Support (OCAS) Financial &Technical Lead. Administrator EPM Financial Systemwide Integrations, EPM Cloud (EDMCS and FCCS) administrator, Level4 technical support role for EPM applications across UC Systemwide locations. Role includes integrated validation tasks for systemwide accounting variance investigation, intercampus transfer / Investment Pools balancing reference and reconciliation, multiple schema file integrations using source (AWS Quicksight) to automated data management, design lead for monthly & annual systemwide operational task playbook, maintain approved data model integrated and mapped to each entity in UC system. Data model responsibility focused on integrating needed data provided by campuses as well as supporting detail information needed for specialized reporting allowing focused data views at both campus and consolidated entity levels used for investigation and analysis. Maintained detail mapping of supplemental and segment assignments used to consolidate base data transactions across UC sources into consolidated ledger (DM, DE, FCCS) used for rolled up financial reporting. High profile role coordinated across business projects and internal issue investigation supporting task resolution essential to streamline solution delivery further process improvement documentation.

SENIOR EPM ENGINEER Capgemini Consulting 2019 to 2020

EPM Financial Consolidations and Planning Team lead for integrating enterprise product solutions using financial software services via agile project deliverables. Completed financial planning cloud integrations within QA, Production EPM/OCI Pods for client content collaboration and iterative process build. Designed and developed accounting finance consolidation automation, configurable dimension level aggregation for international & domestic using EPM planning program and automated system features.

SENIOR ORACLE HYPERION ENGINEER Rimini Street Corporation 2016 to 2019

Directs the effort of support teams at this provider of enterprise software support services, with a focus on addressing and resolving issues for EBS, Oracle, BI, and Hyperion applications for clients in the Financial Services, Manufacturing, and Aerospace verticals.

Supervised a team of eight engineers engaged in direct financial enterprise maintenance; manages critical system design issues, determines workaround features, and prioritizes resource delivery to maximize client satisfaction.

SENIOR MANAGING CONSULTANT IBM Corporation US 2014 to 2016

Excelled in a series of client engagements for this Fortune 50 enterprise corporation, with oversight of domestic and offshore teams and responsibility for critical path deliverables.

Serves as the primary point of contact for Financial Planning & Analysis communications, as well as the investigation and resolution of issues with the potential to impact timelines. Hyperion hybrid along with on-prem. Cloud EPBCS, FCCS.

As the Oracle Hyperion Project Lead, engaged in the design and implementation of Oracle Hyperion Financial Management (HFM) as well as upgrades to newer versions. Designed template HFM journals, rules for consolidation, reconciliation processing, and security.

Implemented HFM on premises and led the integration of a process for cloud planning modules using FDMEE, FCM/ARM and adapters for on premise data sources.

Successfully completed an SDLC project, with oversight of component design, compliance, and delivery.

Achievements included the design and administration of Hyperion Planning/Essbase calculation solutions, report

outputs, automated data calculation, and ODI/FDMEE data integration processing.

Additional responsibilities included enterprise performance management, data analytics, data storage topology, and integration analysis.

Supervised and mentored junior staff on multiple level PM engagement.

FINANCIAL DATA INTEGRATION SOLUTIONS LEAD Union Bank, Chicago, IL 2016

Led the assessment of an Enterprise Servicing Platform to measure the effectiveness of the regulatory reporting framework and remediation controls of this full-service bank with 398 branches in southwest US districts.

Hyperion financial report compliance with a FPA and reg Committee on Banking Supervision standard 239 process requirements across its regional banking network through regulatory compliance reporting, master data sourcing, and automated feed alignment. Blockchain data transport using key metrics driver event-designed analytic consumption.

Collaborated extensively with client stakeholders as a liaison for Technology, Lending, and Finance.

SR CONSULTANT HSBC Chicago, IL 2013 to 2014

Orchestrated the implementation of Oracle EPM Hyperion v11.1.2.3 – Planning and Essbase, financial reporting aligned with requirements gathering by product definition procedures.

Oversaw Hyperion Planning project development in multiple phases, managing Development/Test/QA environments and resolving technical issues. EPM fusion for all Hyperion products.

Served as the architect of an application outline, data interface, rules design, and ETL collection using an environment encompassing Unix, IBM AIX, Oracle, and DB2.

ARCHITECT AND PROJECT MANAGER Aerospace Corporation 2008

Worked with the client to design solution in Hyperion Financial Suite (HFM, Essbase, Planning business rules requirements), installed applications, developed administration integration for finance team. Joined manufacturing costing process as the foundation for building a project scope that included data source details for an initiative to integrate Business Planning and Consolidation (BPC) solution aligned with existing SAP ERP system.

DATA METRICS MANAGER Motorola Mobility 2007 to 2008

Served as the Oracle Data Relationship Management Manager, leading the development of a master customer structure while automating the metadata integration from Oracle EBS to Oracle Hyperion v11.1.2 HFM, Essbase & Planning target applications.

Led the import and export of master data properties supporting Hyperion target applications, IT infrastructure requirements, and the unique needs of FP&A clients.

Revised the DRM administration change management with Oracle EBS R11 to R12 upgrade requirements for master assignments across Legal, Account, Customer, Geography, and Custom dimensions.

SR BUSINESS ANALYST Federal Home Loan Bank, Chicago, IL 2003 to 2004

Executed a broad array of business analysis responsibilities relating to financial performance reports and metrics summaries.

Used Essbase and integrated source databases to execute Hyperion Financial Reporting for accounting, helping to identify trends.

Contributed additional service and expertise providing support for SQL Server on behalf of stakeholders in Financial Reporting engaged in cash processing, product amortization and balancing, and regulatory compliance reporting.

EDUCATION & PROFESSIONAL CERTIFICATIONS

Master of Science Degree in Information Systems & Technology

South University

Bachelor of Science Degree in Accountancy

Northern Illinois University

AWS Solutions Architect Associate – Jan 2020

Computer Science Certification – DePaul University

Oracle Hyperion Financial Management 11 Certified

Oracle Planning and Budgeting Cloud Service Certified

TECHNICAL PROFICIENCIES

AWS Workflow Development, AWS EC2 VPC Development, DRM, EPMA v11, Essbase Database Administration, Integrated Hierarchy Development, EPBCS Financial Source Systems, EPM, Elastic Cloud Storage and Hybrid Cloud Architecture, JAVA APIs, Hyperion Financial Close Manager, FDMEE, HFR studio admin, IBM AIX. Core technical tools: Oracle Financial Applications, Oracle BI Administration, Oracle Cloud Integration, Oracle Data Integrator, Oracle DB Server, OLAP, OLTP, PBCS, PowerBI, SQL, Server Nodes Web encryption (REST). Source integrations: AWS repositories, EBS, PeopleSoft GL, SAP, MS Smartview.

Other Administrative/Applications

Linux Ubuntu systems, Micro Services management, Microsoft Office integration, Microsoft OS, Visual Studio, Linux, Pipeline processing (CodeDeploy, release services)

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