Experienced Finance Process and Technology Consulting Leader
Greater Chicago Area
Experienced Finance Process and Technology Consulting Leader
Greater Chicago Area
Innovative, results-orientated consulting professional with 17+ years of focused CFO and CIO advisory experience. Demonstrated excellence in Finance Process Transformation, Software Implementation and Project Leadership. Broad Financial Management Experience. Strong Background in Information Technology, Business Analytics, Operations and Supply Chain. Expert Level Technical Skills in Business Intelligence, Data Modeling, Data Warehousing, and ERP configuration.
Deep Technical and Functional Knowledge. Hands-On Installation, Development, and Systems Administration Experience. Expertise in multiple vertical markets, including Manufacturing, Distribution, Publishing, Retail, Banking, Insurance, Non-Profit and Business Services.
Financial Management
• Financial Process Improvement
• Financial and Cost Accounting
• Budgeting Financial Planning and Forecasting
• Strategic Scorecard Design and Development
• Operational Scorecard Design and Development
• Activity Based Costing
• Supply Chain Management
Software Implementation & Project Management
• Business Intelligence
• Performance Management Software
• Financial Systems
• ERP
• Financial Reporting
• Managerial Reporting
• Financial Consolidation
• Financial Planning and Forecasting
• Project Leadership
• IT Governance
Technical/Development
• Data Warehousing
• Data Modeling
• Business Intelligence
• (Microsoft, Hyperion, Cognos)
• Multi-Dimensional and Relational Databases
• Software Installation and Configuration
• Business Process Modeling
Accounting, Business Intelligence, Brio, Cognos, Balanced Scorecard, Performance Management, CPA, CMA, ERP, Project Management, MBA, Financial Transformation, Financial Systems, Accounting Systems, Cognos 8, Cognos Enterprise Planning, Cognos Business Intelligence, Customer Profitabilty, Sales Forecasting and Planning, Operational Metrics
Business Development, Consulting Practice Management, Consulting, and Solution Offering Design
(Management Consulting industry)
September 2009 — Present (3 months)
ClearAnalytics will be a different kind of Consulting Company.
(Accounting industry)
April 2008 — Present (1 year 8 months)
The Institute of Management Accountants is the world's leading association for management accounting and finance professionals.
(Public Company; MCG; Management Consulting industry)
July 2008 — April 2009 (10 months)
•Led the Performance Advisors Group, a team of technical and functional experts focused on driving revenue through technology integration, thought leadership and consulting solution development. The PAG was responsible for identifying, qualifying and driving to closure sales opportunities for both new and existing clients.
•Prepared Solution Roadmaps (including Consulting Proposals, Project Plans, and Workstreams) for multiple clients in banking, retail, distribution, and healthcare. Proposed Solutions included technology implementation projects, shared services/outsourcing efforts, scorecarding and process reengineering initiatives.
•Took leading role in the development of consulting solutions around Strategic Scorecarding, Operational Performance Management, Finance Transformation, and the formation of Business Intelligence Competency Centers.
•Managed a critical development and testing phase of a Budgeting/Planning and ERP optimization project for a large Casino’s Companies ASIA-PAC business unit. Was asked to by client to take a leading role in re-planning the firm wide Finance Transformation Project.
•As Senior Technical Architect developed a financial reporting application for a holding company with over 130 different businesses. Oversaw the analysis, design and build phases of the project.
(Management Consulting industry)
June 2005 — June 2008 (3 years 1 month)
•As Senior Technical Architect and Project Manager, developed Driver-Based Planning Solution for Insurance Company. Modules included Sales, Expense, and Product Planning. Designed and built modules in Cognos Enterprise Planning; designed all data movement components between Mainframe, datamart, and planning models.
•Led Financial Consolidation Reengineering effort for large regional bank with over $50B in assets. Effort included implementation of Hyperion Financial Management Consolidation software and General Ledger-based datamart to improve data analysis and financial reporting capability. Project reduced close time from 9 days to 3 days.
•Developed Rapid Implementation Methodology for Scorecarding Projects; used with great success at leading Life Insurance Company; a scorecard to measure the effectiveness of Regional Sales Directors was developed in 6 weeks.
•Assisted large privately-held conglomerate initiate a corporate wide CPM program, including software selection, project prioritization, program governance, and pilot project implementation.
(Public Company; COGN; Computer Software industry)
July 2002 — June 2005 (3 years )
Led implementations of Cognos Software, including financial reporting/consolidation, enterprise planning, scorecarding and business intelligence software for over 35 clients across North America.
Participated in sales process for software and services, including client presentations, initial project plans, service cost estimates, and system design overviews.
Prepared targeted demonstrations and training activities in ERP integration, Financial Reporting, Financial Planning, Sarbanes-Oxley requirements, and Generally Accepted Accounting Principles (GAAP) for internal Cognos audiences and Partners.
(Public Company; 201-500 employees; Computer Software industry)
2000 — 2002 (2 years )
Brio Software was acquired by Hyperion in 2003.
Successfully managed the technical sales process for 5 to15 active accounts simultaneously for a business intelligence and performance software vendor.
Organized and Facilitated special customer support and knowledge transfer initiatives for strategic accounts, including Accenture, United Airlines, IBM and Motorola.
Provided assistance and guidance to business partners and other regions regarding PeopleSoft and SAP implementations as a Financial Applications, Performance Management, and ERP sales specialist.
Completed Proof of Concept Projects for clients in the hospitality, airline, manufacturing, professional services, financial services, utility, retail and higher education industries, across all major business processes and functions.
(Public Company; CSC; Information Technology and Services industry)
1998 — 2000 (2 years )
Spearheaded the design of an intranet based compensation planning application used successfully by 6,000 bank executives nationwide to make compensation recommendations for their direct reports.
Designed and built databases, data Extract, Transform, and Load (ETL) routines, and reports to support system integration, compensation analysis and data validation.
Designed Intranet application to map the employee reporting relationships ensuring the proper collection and distribution of extremely confidential compensation information.
Coordinated the efforts of 20 client procurement professionals on Year 2000 Vendor Certification Project for a large printing firm.
Assessed the year 2000 readiness of over 130 mission critical suppliers through interviews and project reviews.
Built Vendor Scorecard database to Communicate Supplier Readiness to Corporate Decision Makers.
Developed Contingency Plans to deal with Supply Chain and Production Disruptions.
(Public Company; 1001-5000 employees; Computer Software industry)
1997 — 1998 (1 year )
(Partnership; 201-500 employees; Accounting industry)
April 1996 — October 1997 (1 year 7 months)
(Public Company; Management Consulting industry)
1994 — 1997 (3 years )
MBA , Operations,Management, Ecommerce, IT , 1995 — 2003
B.S. , Accountancy , 1987 — 1993
AICPA, Institute of Management Accountants, APICS, Red Herring