Assessments, Design, Development, Implementation, Maintenance, Support, Managed Services related to leading CPM/EPM products:• OneStream CPM Software• Oracle EPM Software (on premises and cloud)Primary focus is on financial planning, analysis, reporting, and data integrations. Additional experience is around consolidations, account reconciliations, profitability analysis, and metadata management.

Pre-Sales, Assessments, Project Management, Design, Development, Implementation, Maintenance, Support, Managed Services related to:• Oracle Essbase (ESB)• Oracle Hyperion Planning (PLN)• Oracle Hyperion Profitability & Cost Management (HPCM)• Oracle Hyperion Financial Reporting Studio (FRS)• Oracle Hyperion SmartView (SV)• Oracle Enterprise Performance Management Architect (EPMA)• Oracle Financial Data Quality Management (FDM)• Oracle Data Integrator (ODI)• Oracle Account Reconciliation Manager (ARM)

EDUCATION• Ported a Planning application from EPMA to Classic (to facilitate client’s roadmap from on premise to cloud-based)• Modified and created ODI objects to support metadata syncing through custom views, csv files, and the outline load utility• Developed an automation process to migrate and synchronize all Hyperion objects (including metadata, essbase data, rules, scripts, reports, security, location aliases, etc.) from an 11.1.2.3 EPMA Planning application to an 11.1.2.4 Classic Planning applicationENERGY • Managed the full SDLC of a multi-phase project (phase 1 budget followed by phase 2 forecast)• Created weekly status reports, tracked progress on discrete project milestones, assessed evolving risk factors, etc.• Developed a full working budget application (approximately 30 simple forms, 10 composite forms, 20 rules, 30 rulesets, 5 integrations, etc.) with full featured functionality (dynamic menus, custom multi-currency, hybrid Essbase, currency triangulation, flexible/inheritable driver management, etc.)• Assisted with data integrations by debugging and coding multiple SQL queries to extract data from various ledger and sub-ledger tables• Leveraged a recently developed budget application to develop a full working forecast application capable of supporting forecast requirements providing behavior consistent with the annual budgeting process though simplified to fit the time constraints of a weekly forecast schedule• Assisted with the implementation, documentation, and support efforts of an Account Reconciliation Manager project (including copy transactions configuration, dataload automation, LCM migration, etc.)

ENERGY• Reverse-engineered Hyperion Enterprise AutoPilot data export files to allow all application data (including accounts, entities, data, journal entries, etc.) to be loaded into an Oracle database• Designed and developed an Oracle database capable of providing full featured archival and reporting functionality for the Hyperion Enterprise applicationsENERGY• Developed custom user training material (student lessons and activity guides) covering a wide range of Hyperion tools and concepts (Essbase, Workspace, EPMA, Planning, Financial Reporting Studio, SmartView)• Performed user training of custom user training material, including live demonstrations, exercises, and Q&A sessions • Provided users with best practices regarding their Hyperion productsTECHNOLOGY• Modified existing Essbase applications to accommodate new dimensions and member hierarchies• Consolidated a large number of redundant calculation scripts by utilizing substitution variables, improved fix statements, and conditional logic• Streamlined and automated manual processes by creating reusable code, batch jobs, and user documentation• Developed a SQL Server database and batch jobs to perform data transformation and reporting as part of the monthly close process • Enhanced a custom allocation process by providing finance personnel with Excel-configurable rules to limit P&L allocations to specified SKU sets

ENERGY• Performed custom user training covering a range of Hyperion tools (Essbase, SmartView, Financial Reporting Studio)• Worked with internal resources to synchronize their development environment to their production environment• Architected a metadata solution to accommodate large organizational changes while remaining low impact on their many Financial Reporting Studio artifacts• Provided users with best practices regarding Hyperion maintenance and supportINSURANCE• Tuned the Hyperion environment by making changes to the Essbase configuration file, outline metadata, and calculation script settings• Responsible for reverse-engineering, developing, testing, finalizing, and supporting an incomplete Hyperion Profitability & Cost Management application• Worked with business users to design, develop, test, and implement multiple new phases of their monthly close process where various datasets are restated, combined, and reported on using source files, FDM, Essbase calculation scripts, and FR Studio reports• Supported, maintained, and modified the full Hyperion environment and all artifacts (EPMA, Planning, Essbase, Profitability & Cost Management, Financial Data Quality Management, FR Studio, SmartView, etc.)

• Developed SQL processes to transform and load PeopleSoft metadata into Planning and Essbase applications via EPMA staging tables• Upgraded existing artifacts (EPMA metadata, Essbase dimensions, member formulas, Planning forms, calculation rules, FR Studio reports, Shared Services security, etc.) to work with a new General Ledger (PeopleSoft) and Chart of Accounts• Created BSO and ASO Essbase-only applications to provide users with efficient and detailed financial reporting• Created batch jobs to transfer active scenario/version Plan data from Planning applications into Essbase-only reporting applications• Created documentation necessary for new hires to support the custom SQL processes, batch jobs, etc.• Modified and created FR Studio reports to keep up with evolving business needs• Educated financial users and managers on EPMA, Workspace, Planning, FR Studio, SmartView, etc.• Supported, maintained, and modified the full Hyperion environment and all artifacts (EPMA, Planning, Essbase, FR Studio, SmartView, etc.)• Assisted with extensive beta testing and UAT sessions (both remote and onsite) in preparation for application launch

• Created various n-tier web applications using SQL Server, C#, HTML and JavaScript. Applications have included both public and administrative forms with customized workflow, security, reporting, etc.• Created various n-tier windows applications using SQL Server and C#. Applications have included extensive data collection and analysis features such as batch importing, dynamic reporting, address geocoding, etc.• Modified various existing n-tier web applications (including proprietary Content Management Software) using SQL Server, Access, VBScript, HTML and JavaScript. Applications required both new and expanded functionality (Security Framework, Forms, Reports, Data Export Processes, etc).• Tetra Technologies: Developed a Health Safety Environmental (HSE) Portal application complete with near-miss reporting, incident submission, investigation details, safety reporting metrics, etc.• Lacks Furniture: Developed a Customer Relationship Management (CRM) application to manage salesperson queue, customer interest, lead information, etc.• Traemand: Developed Scheduling application complete with product pricing, scheduling of on-site measurements, contact information, etc.• Silver Eagle Distributors: Developed version 1 and 2 market share analysis tool which allowed bulk load of purchase information, allocation from known to unknown levels, data true-up, and dynamic reporting. Version 2 also included a geographical element where market share could be analyzed by city, zip code, custom map regions, etc.• Maritech Resources: Developed SOX Compliance application to provide management, calculation, and audit trails around well Depreciation, Depletion, and Amortization (DD&A)• Red Book: Developed application to provide searchable reviews for food and beverage locations. Also developed an application to allow web ordering interface for magazine subscriptions and other products

• Created various n-tier web applications using SQL Server, C#, HTML and JavaScript. Applications have included both public and administrative forms with customized workflow, security, reporting, etc.• Created various n-tier windows applications using SQL Server and C#. Applications have included extensive data collection and analysis features such as batch importing, dynamic reporting, address geocoding, etc.• Modified various existing n-tier web applications (including proprietary Content Management Software) using SQL Server, Access, VBScript, HTML and JavaScript. Applications required both new and expanded functionality (Security Framework, Forms, Reports, Data Export Processes, etc).• Liquid Development: Supported and enhanced a Content Management Software product (AquiferCMS) by adding website banner add-ins, calendar/event scheduling interface, etc.• Oasis Pipeline: Supported legacy Access application used to manage all pipeline scheduling and billing. Also enhanced the system to provide an alternate fuel surcharge methodology• Lacks Furniture: Supported existing advertising application and expanded it to generate sale tags.

• Moved, re-wired and supported a 50+ user W2k networked environment• Provided support (hardware, software) to a ghosted Windows NT/2000/XP environment• Upgraded business computers (hardware, software) and provided staff training and support

• Created an n-tier web application using Access, VbScript, HTML and JavaScript. Application allowed internal users to schedule upcoming company events• Created a new design for the company’s Intranet website using HTML and JavaScript

• Created various n-tier web applications using Access, VbScript, HTML and JavaScript. Applications were developed to reside on a W2k server cluster• Installed and configured a test internet server (with W2k server, IIS 5.0, Transit)