Washington DC-Baltimore Area
Retired from the corporate arena and embracing the F.I.R.E. lifestyle. Open to part-time consulting, but otherwise you’ll find me on the sporting clays course, at the beach, enjoying a good scotch, or simply loving life.
Retired from the corporate grind, focused on maximizing Return on Lifestyle. Enjoying hobbies, time with family and friends, exploring the world, and life in general.
Leveraging the power of NetSuite EPM to drive breakthrough performance improvements in small and mid-market organizations.
▪ System Design/Business Advisory: Designed and built customized cloud planning solutions for blue chip corporate clients, including T. Rowe Price, TK Elevator, and Coach New York; achieved success, wore multiple hats on each account, including Engagement Manager, Lead Architect, Business Advisor, and Project Manager. Implemented new upgrades, driver-based planning, and scenario modeling. Achieved transformational improvement on budgeting, forecasting, and long-range planning processes, Delivered faster and easier reporting and analysis. ▪ Business Rescue/Development: Developed new business by building client trust/respect; successfully upsold client engagements on more project phases; rescued $8 billion manufacturing client in jeopardy, converting into successful project; reestablished client confidence and extended engagement for additional phases. ▪ Trusted Financial Advisor/Planning/Analysis: Leveraged corporate Financial Planning & Analysis (FP&A) and consulting experience by advising clients on best practices and process improvement opportunities; simplified and streamlined client business requirements; accelerated system development and augmented return on investment; improved firm reputation as thought-leader in financial planning and reporting.
▪ Cloud Transformation/Automation: Designed, built, and deployed sophisticated Oracle cloud solution, transforming planning and reporting capabilities; collaborated with finance teams; expanded system and adapted to changing business requirements; achieved breakthrough improvements in planning and reporting processes. ▪ Process Re-engineering/Impact Analytics: Accelerated reporting and analysis by shifting finance resource time from manual compiling/checking numbers to supporting business decisions; reduced reliance on spreadsheets and automated or eliminated manual processes. ▪ Business Partnerships/Decisions: Partnered with Finance/Accounting teams, maximizing return on Enterprise Performance Management (EPM) investment; supported all forecast/reporting cycles; drove system adoption and improved user competencies; delivered continuous education, training, and hands-on assistance; established team as critical partner for all finance teams; raised bar for FP&A support on business decisions; Improved competency level and EPM systems acumen across CFO organization. ▪ System Lifecycle Support/Financial Reporting: Managed EPM System Administrators and Financial Business Intelligence teams; delivered system reliability, calculation accuracy, master data correctness, and data integrity; maintained total system ownership with a ‘buck stops here’ approach to EPM issues/critical updates; achieved 100% success at meeting critical financial reporting and planning deadlines and improved trust and confidence in ‘the numbers’ during 4-year tenure.
▪ Leader in an EPM consulting practice who specializes in Oracle PBCS (Planning and Budgeting Cloud Solution). Helping global clients transform financial processes through EPM technology and process re-engineering.