Harrison Gates Email and Phone Number

• Provide Oracle Enterprise Performance Management (EPM) functional and technical support to clients as a member of MindStream’s Data Integration team• Coordinate design requirements for Chart of Accounts management, data integration across governance and financial systems, process flow, financial reporting, security and validations• Built application environment in order to streamline, modernize and consolidate client databases and financial reporting systemsEPM Consultant - Selected Project Experience• Cleaver-Brooks- Implemented OneStream Financial application- Designed and built workflow profiles to import, validate and load data from delimited files and legacy source systems- Built financial reports and books to support forecasting and actual reporting activities. These reports were built using both OneStream and OneStream's excel add-in- Built and tested account, product and custom calculations to support budget and forecast processes- Developed dynamic business rule and data management sequences to kick off forecasting copy month to month --previously this was a manual process• Magna International- Implemented best practice DRM solutions including shared member and hierarchy management, property and validation management, automated exports, and integration with EPMA- Led administrator training and provided a custom-tailored training document- Provided custom user acceptance test scripts and troubleshooting support for client UAT training- Performed migration activities to move DRM application to UAT environment• Cigna Corporation- Implemented best practice DRM solutions including naming conventions, hierarchy management-and validations, property management and logic, imports, and exports- Generated export files for direct integration with EPMA project- Designed data reconciliation process for metadata received and metadata exported out of DRM

• Collaborated with CEO to analyze efficiency of sales force with revenues averaging $15 mm per year. Developed productivity model that analyzed time revenue efficiency, resulting in a recommendation for a more economical client mix for each salesperson • Assisted team in identifying $5 mm potential revenue stream from registered investment advisors and government projects. Researched and analyzed SEC and government databases to identify target audiences• Drafted research reports on healthcare and the Middle East that provided insights from industry leaders for clients

• Researched and analyzed food and agriculture company financials using Standard and Poor’s and Moody’s reports• Developed models in Excel to calculate how clients can meet their capital structure and liquidity needs while simultaneously improving their corporate rating. Analyzed reductions in pension debt and outstanding accounts receivable • Created PowerPoint presentations reflecting financial analysis and client recommendations