Nicholas C. Email & Phone Number

New York City, New York, US

New York City, New York, US

Implemented the complete divisional FP&A solution. Migrated off of a large repository of Excel spreadsheets onto a SAAS FP&A system ($9B in annual revenue forecast, 12.5% EBIT Margin, 9.0% Adjusted Net Income Margin).Training users and self as a “super user” to maximize all system functionality. Tuning and optimizing the workflow and automation of template.

Austin, Texas, US

• Project ManagerManages the implementation and deployment of Oracle Business Intelligence Enterprise Edition
• Drives overarching Business Intelligence (BI) strategic directive from the VP of Oracle Financing
• Architects the physical and logical joins in the BI repository unifying operational finance data and company-wide global sales data
• Administers both BI layers: business model and mapping layer & presentation and reporting layer
• Creates BI analyses requests and dashboards
• Reports the sales forecast in BI analyzing sales pipelines and assessing engagement of the global opportunity pipeline

GB

• Financial Management & Data Analysis Consultant:
• Performed analysis on P&L allocation methodology and conducted workshops to Finance including the Label CFO and Corporate FP&A
• Performed product analytics work on the Global Finance Transformation project
• Published business requirement documentation of critical system and process changes SOX Compliance and Internal Audit
• Performed SOX testing and administration: Controls testing, work paper documentation, creation of process flowcharts, and resource budgeting
• Managed the SOX compliance group project workflow with audit reports and audit metrics

US

• Prepared and conducted surprise branch audits of California Savings Bank branches and assessed overall branch operations, security, and risk
• Determined that controls were adequate to guard against unauthorized activities and transactions
• Presented audit results to Retail Operations Management
• Distributed final reports to the Internal Audit Committee and the Board of Directors

Palo Alto, CA, US

• Financial analysis work in the desktop software division under the Controller.
• Analyzed and reported on revenue and expenses of desktop software business unit
• Forecasted five year products life cycles
• Performed and assisted ‘three day’ fiscal period closures
• Queried department financials and Ad hoc reporting to controller

Chicago, Illinois, US

• Bank teller responsibilities:
• Validated and retrieved account information using BAS system
• Trained new employees in operations
• Served as effective seller of banking products

Bs, Major In Accounting & Minor In Management Information Systems

Project Management Education, Intensive Pmp Exam Preparation