Accomplished Professional in IT/Finance Project Management

Objective

Challenging management position that fully leverages my business experience in IT projects and financial analysis, internal controls, planning, organization, and management, to drive major positive impacts on the profitability and effectiveness of the enterprise.

SUMMARY

Accomplished professional with experience in IT and Finance projects with expertise in a diverse range of technologies within multiple industries. Demonstrated success managing various projects; Software Development, Quality Assurance, Mergers and Acquisitions, IT Audit and Control, Corporate Finance. Self-motivated, resourceful professional, effective at developing, managing, and presenting project goals, and leading diverse teams to the development of high-quality deliverables on-time and within budget. Consistently commended by company executives, colleagues and peers for strong work ethic and ability to finish complex projects on schedule. Talent for quickly mastering technology, and an effective liaison between technical and non-technical staff to produce solutions. Excellent interpersonal, communications and leadership skills.

CAREER SKILLS / KNOWLEDGE

Business/Systems Analysis

Software Development

Accounting System Design

IT Audit and Control

Project Management

Software Quality Assurance

Systems Implementation

Customer Service/Support

ERP Systems

Analytics/Modeling

Marketing & Sales

Computer Savvy

CAREER ACHIEVEMENTS

• Technical Business Analyst – Facilitated and managed development modeling sessions in support of a commercial ERP system development project. Gathered, synthesized and prioritized requirements using interviews, document analysis, requirements workshops, and customer site visits and surveys. Provided accounting domain expertise to development teams.

• Software Quality Assurance – Architected company-wide software quality assurance programs and software release processes for the .NET development environment. Created QA and UAT test strategies, including regression and integration testing; produced test scripts, end-to-end testing scenarios and test plans; managed testing, defect reporting and change requests. Isolated source of discrepancies between expected and actual test results. Analyzed and reported ramifications of any required design changes.

• Project Management – Key member of project software development team for a commercial ERP system (Accounting, CRM, Fixed Assets, Parts Inventory Control, Unit Inventory Control, Service Management, and Financial Reporting modules). Co-managed core software development phase including coordinating project resources, timelines and budgets.

• Commercial Software Implementations – Planned and executed 25 ERP system implementations to completion at customer sites; managing site infrastructure design, data conversion, system configuration/deployment, business process re-engineering, and user training/follow-up.

• Mergers and Acquisitions – Led a team of acquisition professionals in the consolidation of over 130 acquisition companies exceeding $400 million within a 3+ year period. Directly managed all acquisition phases including target identification, financial modeling and analysis, financial and operational due diligence, deal structuring and contract negotiations, preparation of purchase agreements and legal acquisition documents, and coordination of the transaction closing process through funding.

• Business Development – Developed and managed a business unit delivering financial and management consulting services to heavy truck and large agricultural dealerships around the country. Utilized technology, process improvement practices, and extensive professional experience to assist customers in improving the operational effectiveness of their dealerships. Specialized in peer performance groups; grouping together similar, non-competing dealers from a broad cross-section of the country to exchange best practices, experiences, ideas and strategies. Developed an automated process for extracting disparate financial and management data from member companies, and prepared standardized financial reports and other analytical tools to compare and analyze member operations with group and manufacturer specific benchmark metrics.

• Business Development – Developed and managed a business unit delivering business-class online backup services to protect clients' critical business data with secure, automatic backup, and on-demand restoration and archiving. Developed key processes for marketing, installation, billing, and customer support.

• Business Development – Structured a $6+ million joint venture project for the development and commercialization of patented composite-based technologies for the oil and gas industry. Managed key project phases including strategic planning, budgeting, accounting processes, procurement activities, software and network management, and management reporting to JV partners.

• Systems and Process Consulting – Led technical teams in the delivery of IT consulting services related to security and controls around accounting and operational computer systems. Selected by firm management to initiate and manage the Systems and Process Assurance practice in the Austin, Texas office. Responsible for all delivery of firm’s professional IT/Financial consulting services in the Austin and San Antonio markets.

• IT Financial Analysis – Developed automated, parameter driven capital depreciation model to analyze future depreciation expense load for in-service capital IT projects. Prepared and delivered regular financial analytics to CIO and IT project managers to support key business decisions including capital expenditures, future depreciation analysis, lease vs. buy, etc.

• Professional Certification – Certified Information Systems Auditor – The CISA designation was created for professionals with work experience in information systems auditing, control or security.

• Professional Certification – Series 7 license – A general securities registered representative license administered by the Financial Industry Regulatory Authority (FINRA) that entitles the holder to sell all types of securities products with the exception of commodities and futures.

WORK HISTORY

IT Senior Financial Analyst, FP&A – Kinetic Concepts, Inc. (KCI)

April 2011 to Present, San Antonio, Texas

Senior IT Financial Analyst on the Global IT Financial Planning and Analysis team responsible for establishing a discipline of financially sound decision making across the Global IT organization.

IT Projects/Software Quality Manager – RIMSS, Inc.

February 2003 to April 2011, San Antonio, Texas

Senior IT Manager responsible for developing and managing critical programs to boost the company’s technical capabilities in the production of quality software and accelerating the rate of delivering new products to market.

Transaction Manager/Partner – Acquisition Partners/Metric Financial Advisors

April 1998 – January 2003, Austin/Houston, Texas

Acquisition Transaction Manager directing a team of acquisition professionals in the consolidation of 130+ acquisition targets exceeding $400 million for Duquesne Light. Delivered merger/acquisition services and related business development services including consolidations, strategic divestitures and new project development/management.

Senior Manager, Systems & Process Assurance – PricewaterhouseCoopers

November 1986 to March 1998, Austin/Houston, Texas

Senior Consulting Manager responsible for leading technical teams in the delivery of the firms IT consulting services related to security and control of computerized accounting and operational systems.

TECHNICAL/BUSINESS EXPERTISE

Windows 7/Vista/XP/2000/NT/Server, MS Project, MS Office, Oracle E-Business Suite 11i, Business Objects, HP Project and Portfolio Management (PPM), Infor PM10, SharePoint, .NET, IIS, SQL, C#, CSLA, Unix/Linux, JavaScript, PHP, Joomla, Apache, Code Smith, VISIO, XML, Network Administration, Online Backup, HTML/CSS, COSO, COBIT, SOX, SAS70, SDLC/Agile/Scrum

EDUCATION AND TRAINING

Bachelor of Science in Computer Science (Finance Minor) - Sam Houston State University

PROFESSIONAL CERTIFICATIONS AND ACTIVITIES

Project Management Professional (PMP) – certification in process

San Antonio Livestock Show and Rodeo (Hospitality Committee member) (2012)

Certified Information Systems Auditor (CISA) (1992-1999)

Licensed Security Manger – Texas Department of Public Safety (2006-2008)

Information Systems Audit and Control Association, Publicity (93-95), Program Director (96-97)

Licensed Series 7 (1999-2001)

PERSONAL AND BUSINESS REFERENCES AVAILABLE UPON REQUEST

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