
President at Carlisle Jacobs LLC
Greater Denver Area

President at Carlisle Jacobs LLC
Greater Denver Area
For nearly ten years I have been implementing IBM Cognos 8 Planning solutions for companies all over the U.S. and in Canada. Hundreds of students have completed my accelerated Cognos Planning courses.
Prior to starting my own consulting business in 2001, I was a controller and chief financial officer in the manufacturing, distribution, and construction industries. In those positions, I prepared annual budgets, rolling forecasts, and cash flow projections. Those experiences have given me an excellent foundation for building superior models using IBM Cognos 8 Planning software.
I recently completed the 5-day IBM Cognos TM1 developer course.
Many of my assignments have been turnaround situations. If you 1) are having difficulties with your planning models, 2) need someone to review your processes and make recommendations, or 3) need onsite training, please contact me at 303-807-6663 for a free quote.
(Computer Software industry)
2001 — Present (8 years )
Implement IBM Cognos 8 Planning & TM1 software for clients in the US and Canada. Services include classroom training, project management, and model design.
(Computer Software industry)
May 2001 — Present (8 years 7 months)
(Privately Held; 201-500 employees; Computer Software industry)
January 2000 — May 2001 (1 year 5 months)
Implemented Adaytum ePlanning software, now known as IBM Cognos 8 Planning. Worked on the Help Desk and in the Best Practices Lab. Taught classes at client sites.
(Public Company; 1001-5000 employees; Computer Software industry)
May 1998 — January 2000 (1 year 9 months)
Developed training programs for JD Edwards' activity based costing product. Taught classes in management accounting and product costing.
MBA , Business , 1979 — 1982
BS , Accounting , 1974 — 1978
Teaching classes in Analyst and Contributor with my own training materials
Institute of Management Accountants (IMA)
Independent Computer Consultants Association (ICCA)
Certified Management Accountant
Adaytum Certified Professional