David Aten Email & Phone Number

CPA and Oracle EPM Consultant with 20+ years of diverse, hands-on financial, accounting, and Oracle EPM (ePBCS/PBCS/FCCS) experience in technology, manufacturing, market research, semiconductor, banking and other industries. Arthur Andersen alumnus who has held leadership roles for middle market and start-up companies as VP Corporate Controller, Director of Financial Planning and Manager of Financial Reporting. Established an international presence in UK, Germany, France and India by establishing banking, accounting, tax and incorporation services and processes. Assisted with capital infusion and borrowing facilities. Strong understanding of ERP systems including implementations and data migration with MS Dynamics (Great Plains), Hyperion Essbase and Oracle PBCS/ePBCS/FCCS , BAAN, and FAS. Solid operational involvement with a proven ability to excel within rapidly changing environments, and to work effectively with a management team to improve financial results. Extensive internal control background with creation and documentation of internal controls.California CPA Passed CFP Exam in 11/04Specialties: Controller, Treasury, Supervision, Mentoring • Strategic Planning • Project Management • Cost Analysis • Financial Reporting •SEC Reporting• Accounting •Budgeting, Forecasting • SOX Compliance • ERP ImplementationsOperational Streamlining and Restructuring• Process Improvement • Financial Modeling • Software Selection •Policy/Procedure DevelopmentPBCS/ePBCS/FCCS (Oracle EPM Planning and Financial Close) Senior Lead Developer and Remote Administrator

Solution Architect and Developer in Oracle EPM ( FCCS & Hyperion Planning PBCS/ePBCS). The services include:- Designing the best application and cubes structure- Integrating to existing or future ERP systems- Creating the optimal dimension structure for your business- Developing scripts and business rules that fit your Planning needs- Providing guidance on best practices with the Financial Close & budgeting process- Performing UAT- Providing support and training for staff- Deploying the final product- Continue support after Go-LiveProjects include:- ePBCS implementation (Financials, Workforce, CapEx) for a multibillion dollar Transportation company- PBCS implementation for a mobile app company (driver based budgeting)- PBCS implementation for online jewelry company (driver based budgeting and Cash Flow forecasting)- FCCS & ePBCS design and implementation for a holding company of 800+ gas/stores- PBCS design and implementation for a Glass Fiber manufacturer

Woodland Hills, California, Us

Us

Launched in 2008, Instantly, formerly known as uSamp, is a pioneer in online market research, provides online sample solutions along with a leading SaaS technology platform for online survey authoring‚ mobile authoring, data collection and insight delivery worldwideIn the first year, I reorganized the accounting department, reduced the monthly close from 45 days to 12 days, implemented Concur for employee reimbursements, implemented a new ERP system, finished 2 years of open audits, restructured the GL system and reporting to meet management needs, assumed all treasury and banking operations, and opened a UK legal entity including banking, audit and tax services. In later years, I negotiated new terms for borrowing facility, established a worldwide banking and credit card strategy, assisted in due diligence for a $15 million capital infusion, opened entities in France and Germany and established related services, advised management on accounting and revenue issues, and was a decision maker for the company BI platform.

Chicago, Illinois, Us

Los Angeles, Ca, Us

Project Manager for a system conversion that included designing the structure and reporting requirements, recommending and getting quotes for other necessary systems, migrating the data, implementing the systems and training the staff. SEC Consultant which included preparing the company's first quarterly filing after going public.

Raleigh, North Carolina, Us

Developed their First Year's financial statements and other reporting schedules including:- Creating processes and templates for gathering the financial data- Educating the departments with the required financial data- Worked closely with the external auditors

Agoura Hills, Ca, Us

Manager of General Accounting which included supervising a staff of four, managing the close, streamlining processes, increase communication with other departments. Assisted in the Financial Reporting department that managed the entire SBC process in accordance with FASB 123r for ISOs, NQs, Restricted Stock Units, ESPP, and other instruments as well as assisting with preparing 10J footnote disclosures.

Identified process deficiencies in the fixed asset process, recommend new solutions which included modern technology (bar code tags and scanners), selected new software, implemented the plan, conducted a full physical inventory, established best practices going forward, trained the staff, recreated the fixed asset database.Successfully assisted with a two year restatement of financial statements filed with the SEC.

Charlotte, Nc, Us

Director of Financial Planning role that included developing a user friendly forecast model in Excel, working closely with the CFO and department heads, gathered data, develop over 30 KPIs and reasonable assumptions for three business segments, prepared board packages, and researched planning/BI software to replace the Excel forecast model (Hyperion, Business Objects, MicroStrategy).Other Roles included • Developed, performed, and implemented Sox documentation and controls for varies companies which included educating and training of the staff and recommending best practices and remediation solutions. • Developed multiple Excel templates to streamline processes and gather data for analytics and other reporting requirements

In

Manager of Financial Reporting & Strategic Planning for a $300 million private company that manufactured power supplies, cable set top boxes, and memory, which was later acquired by Jabil Circuits in 2006. Responsible for gathering all financial data from domestic and foreign subsidiaries to perform the following: • Prepared Consolidated Financial Statements (Consolidation includes eight entities). • Prepared Board Package, Bank Package, and other management reports by business units. • Developed new reports for senior management.- Worked side by side with VP of International Finance, VP of Strategic Planning. • Hyperion Essbase Administrator, responsible for roll outs to key people within the organization. • Charged with implementing Hyperion Essbase, developed all reports for management and outsiders and rolling it out to key people within the organization. • Coordinated the monthly close for all locations. • Reviewed company policies and internal control structure. • Managed employees and consultants who reconcile all inter-company transactions. • A key person in implementing the BAAN ERP system company wide, which included all data migration. • Assisted in reorganizing the accounting department. • Assisted in annual audits with PWC.

Us

Master'S In Financial Planning

Bs, Accounting And Business/Management