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Information Systems Business Analyst, Project Manager, Consultant

Arvada, Colorado, 80005, United States
May 27, 2010

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Experience in Oil and Gas accounting, financial reporting and Excalibur financial software support.

Strong technical skills with proficiency in supplemental computer software products that interface with Excalibur accounting software package.

Professional Experience

P2 Energy Solutions, Denver, CO 12/1994 - 5/2010

Senior Consultant - Professional Services

Responsibilities included assisting clients in the implementation of the Excalibur software package. Developed implementation plans, time lines, and managed resources for successful client software installation. Assisted customers in analysis and troubleshooting of software issues. Tested software modifications and enhancements. Lead instructor for the entire suite of Excalibur Financial Modules. Presenter and educator at ten annual company user conferences. Identified additional customer business needs and made recommendations for process changes.

Developed utilization templates that reduced customer costs and start up times to under 150 hours, allowing a cost competitive implementation time line for small oil and gas markets.

Developed electronic uploads that reduced customer routine manual data entry by 100 hours per month.

Worked with Education Department to design and teach comprehensive training program for users of the Excalibur software package.

As a customer to developer liaison, designed project specifications for new software modules and enhancements to existing software per client requests. Analyzed business process needs and made recommendations for proper handling in Excalibur.

Assisted customers in reconciliation of Excalibur data for monthly analysis and reporting.

Worked with customers to develop Sarbanes-Oxley section 404 internal control procedures for Excalibur..

Provided support to sales staff in demonstrations of Excalibur.

Provided creative solutions to unique and complex oil and gas issues within the boundaries of Excalibur.

ARCO Oil and Gas Corporation, Dallas, TX 6/1983 - 11/1994

Accountant/Project Systems Consultant

Reconciliation of revenue accounts receivable on oil wellhead sales. Setup of property master files for new oil and gas wells and changes to crude oil marketing arrangements. Performed monthly reconciliations of inter-company receivables and payables between oil marketing and wellhead sales departments. Responsible for timely updates of oil price bulletin database to insure correct pricing on crude oil sales.

Consultant for redevelopment of entire oil and gas accounting system. Duties included development and execution of testing plans. Performed reconciliations of results between legacy and new systems. Documented irregularities in program results. Worked with technical writers to develop program documentation. Collaborated with internal and external auditors to insure new software was in compliance with auditing standards.

Oppenheim, Appel, & Dixon CPA, Dallas, TX 6/1981 - 5/1983


Performed audits on a series of Oil and gas Limited Partnerships. Responsibilities included, but were not limited to cash account verification, inter-partnership account reconciliation, and loan analysis. Also reviewed audited financial statements to insure accuracy to investors, including balance sheet, income statement, statement of cash flows, and notes to statements.

Education & Organizations

University of Massachusetts at Lowell, Lowell, MA - BS Business Management with Accounting concentration 1981

COPAS Colorado – member Technology Committee

Boy Scouts of America – Denver Area Council – Director of Geocaching program

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