Financial Business Analyst

Steve M. Nelson

**** ********** ***** 972-***-****

Irving, Texas 75063 *****.*.******@***.***

Summary Of Qualifications

Implemented highly advanced technical business systems applications, data warehouse design and report development.

Duties have included providing live product demonstrations, conference presentations, prototyping, RFPs, proof of concepts, facilitating fit-gap workshops and business strategy workshops.

Sharp, succinct, honest, and energetic, with a genuine commitment to follow-through.

Ability to communicate and understand customer needs and creatively provide them with a solution that insures their success.

Industries have included Banking, Insurance, Retail, Healthcare, Investment, High Tech, Real Estate, Utilities, Oil&Gas, Hotel, Pharmaceutical, Publishing, Manufacturing, Military Defense, and government.

Professional Experience

International Business Machines Corporation, Armonk, New York 2007 – Present

Solution Sales Support Analyst | Reporting Specialist

Supported the solution sales data warehouse which contains key metrics associated with the application services which is proposed to perspective customers. Supported over 700 sales representatives such as security access, enhancement requests, RFP responses, help requests, research requests, testing, process and solution analysis, requirements documentation and reporting.

Business Objects, San Jose, California 2005 – 2006

Financial Planning | Forecasting, Solution Sales Consultant

Accountable for supporting the sales team by providing product information and functional knowledge to aid in the sales process. Served as a resource for the customer based on their business and technical needs. Additional projects included building environments and then demonstrating requested requirements.

Oracle / Peoplesoft Inc., Pleasanton, California 1997 – 2005

Enterprise Performance Management, Solutions Architect (2004 – 2005)

Provided presales technical / functional support to prospective clients and customers while ensuring customer satisfaction. Developed and delivered high quality standard presentations and demonstrations. Presented and articulated advanced product features and benefits, product future direction and overall solutions. Designed, validated, and presented software solutions to include advanced product concepts and 3rd party complimentary products.

Enterprise Performance Management, Senior Consultant (2000 – 2004)

Enterprise Performance Management (EPM) is a complete decision support solution that provides data warehousing, analytics as well as robust reporting capabilities. Provided technical sales support, addressed RFP responses, product demonstrations, fit-gap analysis, business process analysis, and proof of concepts. The specific areas of expertise were ETL, Enterprise Warehouse architecture, Balanced Scorecard, Activity Based Management, Budgeting, Risk Weighted Capital and reporting Insights.

Customers included: MetLife, Merck, Entergy, Danske Bank (Denmark), Longaberger, BlueCross BlueShield of Florida, Texas Education Agency, US Navy, Detroit Edison, BC Hydro, Allegheny Power, PMI Mortgage, USAA.

Steve M. Nelson

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Oracle / Peoplesoft Inc. (Continued)

Financial Applications Consultant (1997 – 2000)

Utilized extensive expert knowledge and experience of reporting within the Peoplesoft Financials database system. Held roles in areas such as pre-sales, project lead, report development, training, and subject matter expert. Areas of expertise are report efficiency analysis, report design, developing Query / Crystal reports, PS / nVision reports, performance tuning, distribution strategy and security planning.

Held roles in areas such as pre-sales, project lead, report development, training, and subject matter expert.

General ledger lead for rapid implementations. Responsible for organizing and conducting streamlined workshops with senior management to establish the redesign of business processes and financial reporting. Strategize and configured general ledger setup and conducted data conversion and loads.

Invited o present to an audience of 450 people on “nVision: Not Just for the Ledger Anymore…” at the 1999 Peoplesoft Users’ Conference.

Customers included: ING Insurance, Peoplesoft, Inc., Holiday Inn, Coastal Corporation, Crow Holdings, Scient, Lockheed Martin, Home Care Concepts, Vancouver Hospitals, Boy Scouts of America, North Carolina Baptist Hospital, Computer Language Research, Litton-Amecon, Atria Communities, CVS Pharmacy, Arrow Pharmacy, Enstar, BELO Corporation, U.S. Mint.

Dun&Bradstreet Software, Atlanta, Georgia 1996 – 1997

GL | Reporting Consultant Lead

For a large steel manufacturer, Copperweld Corp., assisted in the establishment of policies for general ledger, reporting requirements, facilitating implementation workshops, and add guidance to personnel development.

Management Reporting Consultant

For a major healthcare provider, St. Lukes Hospitals, accountable for the report analysis requirements, report distribution mapping, design and creation of reports.

Employers Casualty Company, Dallas, Texas 1992 – 1996

Assistant Treasurer

Primarily responsible for the day-to-day tasks of maintaining the accounting for a $55 million investment portfolio, optimizing daily cash position of account reserves, internal financial reporting/modeling and account analysis. Lead the entire financial system conversion including system design, implementation procedures, training, and system analysis. Defined and created enterprise, ledger, payables and receivable policies through the establishment of bank rules, validation controls, and multiple sub ledger accounts.

Technical Skills

Operating Systems

Windows 2000, NT, NT Server, and XP

Database Systems

Oracle, IBM DB2, MS SQL Server

Desktop Applications

MS Office (Excel, Word, PPT, Outlook, Projects, Access), Lotus Notes, Visio

Report Applications

Crystal Decisions, Cognos, Essbase, Microstrategy, Query, nVision

Other Applications

PS / General Ledger, PS / PeopleTools (App. Designer, App. Engine, Trees, Data Mover), PS / Balanced Scorecard, PS / Activity Based Management,

PS / Budgeting, PS / Risk Weighted Captial, Informatica

Education

Bachelors of Business Administration, Finance, Stephen F. Austin State University

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