Greater Hartford
Creative and energetic EPM professional with a total of over 17 years of experience working with EPM products such as Oracle EPBCS/ARCS/FCCS, Oracle Hyperion Planning 11.1.2.4.x, SmartView, and Data Management. Recent experience with EDMCS and PCMCS. I also have over 26 years of finance related experience ranging from Mutual Fund accounting, Investment Accounting, Treasury Operations, Investment Operations to Enterprise Planning. Over 13 of experience in Design/Analysis, Development and Implementation of various applications in client/server environment using Oracle Hyperion Planning 11.1.2.4.x, Hyperion Financial Reporting, Web Studio, MaxL, and Smart View. Five years of experience implementing Oracle EPBCS/FCCS/ARCS, which included writing member formulas in an ASO cube and building complex Financial Reports. Ten months experience working with Oracle APEX developing a travel planning application at the US Patent Office. Six months of experience working with EDMCS creating Requests, working in various Views and Viewpoints. Two years of experience designing and implementing IBM TM1 applications for Corporate FP&A customers using TM1 Turbo Integrator and rules with TM1 Perspectives and Architect. Two years of experience implementing cloud-based FP&A applications using Tidemark (LongView), which included using SnapLogic and PostgresSQL SQL scripting. TECHNICAL SKILLS: • Oracle Cloud: Oracle EPBCS/ARCS/FCCS/EDMCS and Data Management • OLAP: Oracle EPM Planning 11.1.2.4.x, HFR, ODI/FDMEE/EPM Automate, MAXL • RDBMS: Oracle DB, Microsoft SQL Server, MS Access, PostgresSQL Specialties - High Level Knowledge: Budgeting, planning, forecasting, and financial consolidation Designations/Exams • Oracle Financial Consolidation and Close 2021 Implementation Essentials 2021 • Oracle Enterprise Planning and Budgeting Cloud Service 2017 Implementation Essentials 2019 • Certified IBM Cognos TM1 Developer/TM1 Analyst 2011 • Received FLMI (Fellow Life Management Institute) designation 2001 • Passed CFA (Chartered Financial Analyst) Level I exam 1999 • Received CCM (Certified Cash Manager) designation 1993
Clients: Pharmaceuticals, Utilities, Energy, and Consumer Products Promoted to this position January 2022. Working on Oracle EPM implementations, which includes FCCS/ARCS/EPBCS/EDMCS.
Working on Oracle Cloud EPM implementations, which include FCCS and EPBCS applications.
Clients: Pinellas County, Duquesne Light Company, and Consol Energy Achievements/Responsibilities: • Built multiple Data Management jobs in EPBCS and FCCS. • Built forms using context User Variables and updated Valid Intersections in EPBCS. • Created new Navigation flows and updated existing Navigation flows in EPBCS. • Created reconciliations, rules, formats, profiles, and imported data in ARCS. •Provided excellent training to clients on EPBCS. •Built effective SmartView reports. •Experienced with Framework options in EPBCS such as Financials, Workforce, Capital and Projects. •Provides clear and effective communications during client engagements. •Built EPMautomate batches/encrypted password files to migrate EPBCS from Prod to Test. •Managed dimensions using the Planning Admin Extension in SmartView. •Provide administration support to complex on-premise Hyperion 11.1.2.4.x. implementations. •Updated existing ODI and FDMEE configurations as needed. •Created and modified Hyperion Financial Reports as needed. •Updated HCP - Public Sector Planning Budgeting application for the WorkForce budgeting process •Reconfigured Planning Task Lists to match the WorkForce Planning workflow more accurately. •Created Jython script to flip signs on revenue accounts on budget feed to GL. •Created and Modified Hyperion Financial Reports as needed. •Work with client to reduce size of Line Item BSO cube. •Provide knowledge transfer to client side developer. •Created Plannig business rules and Essbase calc scripts to make business processes more efficient. •Created a new planning application for the County’s annual Budget process. •Worked with internal DBA’s to update the necessary views to pull in correct data using ODI. •Created/Executed MRA’s (Map Reporting Applications) to update the BSO/ASO cubes. •Created Financial Statement reports in Hyperion Financial Reports within Oracle Fusion cloud.
Client: USPTO Alexandria, VA Project 3: Hyperion Planning Administration version 11 and Oracle APEX Responsibilities: • Update security model and user access. • Analyze current Workforce planning workflow and make modifications to calculations in Calculation Manager. • Created and Modified Hyperion Financial Reports as needed. • Participated on-site client meetings to discuss requirements and project status. • Helped create a Travel Planning application in Oracle APEX. • Reconfigured Planning Task Lists to match the WorkForce Planning workflow more accurately. • Provided training on the new APEX Travel Planning application to over 50 users during 6 class room training sessions and received excellent feedback from the trainees. Client: University Support Services in Great River, NY Project 2: Oracle PBCS (Cloud) ASO reporting cube Responsibilities: • Worked on Design document. • Built complex financial reports meeting client reporting requirements in a timely fashion. • Worked on member formulas in ASO. • Participated on-site client meetings to discuss requirements and document the requirements. • Collaborated with team members to move the project forward. Client: Dreamworks Studios in Glendale, CA Project 1: Hyperion Planning Implementation of version 11 Responsibilities: • Worked on Design document and traceability matrix. • Worked on transfer and promotion calculation scripts. • Built right click menus and task lists. • Participated on-site client meetings to discuss requirements and document the requirements. • Collaborated with team members to move the project forward. • Built financial reports based on client requirements.
Tidemark leads the advancement of modern business planning with cloud- and mobile-first planning, forecasting and budgeting solutions to help decision makers across the organization better understand the drivers of the business, make smarter decisions, and steer business performance with more speed and accuracy. Innovative brands like Netflix, Chiquita and Brown University rely on the Tidemark platform. Building Cloud based FP&A applications for customers in multiple industries
Building Cloud based FP&A applications for customers in multiple industries Client: EZEsoft in Boston, MA Responsibilities: • Created panels, reports and other objects in the Tidemark planning application. • Worked with our SnapLogic experts on complex pipeline issues. • Built SnapLogic processes to import files from BOX, which contained run-rate information, transform the data, and load this data to Tidemark. • Built Actions to allow users to import and export data to and from Tidemark. Client: Brown University in Providence, RI Responsibilities: • Created panels, reports and other objects in the Tidemark planning application. • Built SQL processes to clear and load data to relational tables during client budget training cycle. • Worked with our SnapLogic experts on complex pipeline issues. • Built SnapLogic processes to import files from BOX, which contained employee and general ledger information, and load this data to Tidemark. • Built Actions to allow users to import and export data to and from Tidemark as needed during the planning process. Client: Bridgewater in Westport, CT (Hedge Fund) Responsibilities: • Gathered business requirements from client via face to face meetings and helped develop the calculations and built the Workday HCM data integrations between the client and Tidemark. • Created Input panels and structured processes which included workflow approvals. • Built a dimension build process to update Employee and Position automatically via SnapLogic. • Prepared the System Administration document for the Workforce integration process and received sign-off by the customer.
Client: Vantiv in Mason, OH (FinTech firm) Project 3: Hyperion Planning Tool Responsibilities: • Gathered business requirements from 4 lines of business via face to face meetings at the client site and integrated this information into the Business Requirement document and Design document, which was accepted by the client at a later date and signed off on as meeting their business needs. • Created the Essbase only BSO actual staging cube. • Created line of business data export calculation scripts to be used in a MaxL script. • Built a dimension build rule to update a dimension in the BSO and ASO cube. • Prepared the System Administration document for the actual staging process and received sign-off by the customer. • Participated and actively engaged in conference calls when off site. • Worked with our FDM data integration expert on mapping data to correct members in Essbase. • Built data load rules to load client .csv files to capture errors. • Created a MaxL script that calls export calculations in the BSO cube and clears sections of the ASO reporting cube and loads data to the ASO reporting cube. • Traveled to client site from Mon-Thurs. • Participated in all phases of the SDLC (System Development Life Cycle). • Worked remotely on Fridays with client and collaborated with colleagues. Environment: Oracle EPM 11.1.2.1 suite, Oracle DRM, Oracle Hyperion MS-Excel Add-in/Smart View 11.1.2
Client: AgFirst Bank in Columbia, SC Project 2: Hyperion Planning Tool Responsibilities: • Gathered business requirements from 19 associations via conference calls and integrated this information into the Business Requirement document, which was accepted by the client at a later date and signed off on as meeting their business needs. • Came up with solution to solve overhead expense allocation need for client by utilizing sparse dimension on left side of solution equation in calculation script. • Created Xwrite calculation script to move WF data to budget cube with different dimensionality. • Built web forms that the customer will use to input P&L data. • Extracted Driver calculation logic and variables from spreadsheets loaded to project SharePoint. • Worked with lead architect on creating Driver calculation scripts. • Discuss with client in face-to-face meetings to clarify and/or suggest best practices for planning. • Design and develop the solutions in consultation with business requirements and current process. • Built meta-data load bat files that updated Hyperion Planning with required application dimensions. • Re-built the application after the customer required a change in application dimensionality. • Traveled to client site from Mon-Thurs. • Participated in all phases of the SDLC (System Development Life Cycle). • Worked remotely on Fridays with client and collaborated with colleagues. Environment: Oracle EPM 11.1.2.1 suite, Oracle DRM, Oracle Hyperion MS-Excel Add-in/Smart View 11.1.2
Client: Bayer in Pittsburgh, PA Project 1: Hyperion Planning Tool Client is a large research-based biomedical and pharmaceutical company. Hyperion System 11.1.2.1 has been implemented to provide detailed analysis by enabling the Corporate FP&A areas across the R&I enterprise. Client needed a new planning tool for the annual budget process and monthly actuals process. Responsibilities: • Creating meta-data portions of the Design document. • Work with lead architect on currency conversion solution for this implementation. • Developed Smart View templates to be used in the planning process. • Built Task lists that client will use in planning process. • Built web forms that the customer will use to input P&L data. • Worked with project team to create Revenue planning POC. • Discuss with business and understand the requirements for Bayer New Planning Tool. • Design and develop the solutions in consultation with business requirements and current process. • Built meta-data load .bat files that updated Hyperion Planning with required application dimensions. • Re-built the application after the customer required a change in application dimensionality. • Designed and executed LCM migrations during the Hyperion re-build process. • Assisted lead architect in Inter-company currency transaction design. • Traveled to client site from Mon-Thurs. • Worked remotely on Fridays with client and collaborated with colleagues. • Works effectively with client to gather requirements and build solutions. Environment: Oracle EPM 11.1.2.1 suite, Oracle, MS-Excel, Smart View 11.1.2