I am a director in Grant Thornton’s Advisory Services Technology Transformation in Chicago and one of the leaders of the Oracle Cloud Enterprise Performance Management (EPM) practice. I design and provide program management for large and mid-sized Oracle EPM implementations with a strong focus on Banking and Retail clients.Banking - NIM planning, Executive and Board Reporting, Branch Planning, FTP, Branch Profitability, Product Profitability, Fair Market Value, Rate/Volume. (with a focus on Retail Banking)Retail - Store Planning, Department Planning, Integrated Planning (Store and Dept/Cat), Score carding, Promotional Planning, Comp Reporting, SG&A Planning, Online Profitability Planning. (with a focus on Grocers, Department Stores, and Hotels)

I was involved in the implementation of (7) PBCS and EPBCS planning solutions while I was at KPI.• Regional Bank – Full lifecycle implementation of an Oracle PBC replacement for a legacy Fiserv MPC planning solution.• Residential Lender for Solar Systems – Designed and implemented a complex Fair Market Value Interest calculation using Oracle PBC calculated by tenor and loan pool.• Manufacturer of Charitable and Social Gaming Solutions – Income Statement & Balance Sheet budgeting, employee planning, and a 24 month rolling forecast in Oracle PBC.• Online Lending Exchange – Managed an Oracle PBC planning project from the UAT phase through to completion.• Manufacturer of Synthetic Rubber Polymers – Requirements and design for an Oracle PBC financial planning and management reporting solution.• Global Provider of Wholesale Data Centers - Requirements and design for an Oracle EPBC project focused financial planning and management reporting solution.• Indoor Cycling Fitness Company - Provided support and enhancements for a struggling PBC solution implemented by another vendor.Additionally, I provided advisory services around the administration training and enhancements for an existing Oracle PBC daily planning solution at a global engineering, repair, & logistics company.

I partnered with IT and the Office of the CFO to solve complex business problems through process led, technology enabled solutions.I focused on Performance Improvement technology solutions that:• Provide Best in Class Retail Store Planning models.• Enable Finance department cost reductions through improved system automations.• Increase Planning (Budgeting& Forecasting) accuracy and reduce cycle times using planning methodologies and toolsets.• Improve Management decision capabilities using analytics toolsets.• Automate master data management and data integration across the organization.My Industry Vertical competencies include:• Retail• Banking• Manufacturing• Pharma

My key account at the ClearLine Group was Estee Lauder in Long Island, New York. I won the project to build a financial reporting solution to improve their Financial Close process. The solution combines SAP and Oracle-Hyperion technologies to provide actual vs. plan, estimate, and prior year comparative reporting during the GL close period. I conceptualized and designed the solution. I also staffed the development team and managed the project. Additionally, I conducted UAT sessions in Malasia, the UK, and New York City as part of the effort to roll out the application globally.

I was at the epicenter of one of the largest EPM development projects to date at that time. The EPM effort was part of Hospira’s Project Fuel which was a strategic move the reduce company costs and drive efficiencies. I focused on several areas:• I used my experience in the BI/EPM space to systematically and effectively move historic data and business logic from poorly documented legacy systems into a data warehouse. When our EPM systems went live, 2 legacy reporting systems that were difficult to maintain were finally sunsetted.• I built a strong relationship with the offshoring giant, Wipro. Together we re-designed Hospira’s Sales and Margin Essbase reporting application. Hospira is a Global company and this re-design reflects Hospira’s need to balance both the local needs of regional users with corporate reporting needs. Wipro and I were also focused on an Essbase Management Reporting application that will provide more performance and better data diversity than Hospira’s current Management Reporting solution. I have worked with Wipro on a daily basis, traveled to Delhi to work with them there, and I have learned how to effectively leverage their Hyperion based support and development organizations.• I played a key role in moving Hospira’s EPM applications to Secure-24, an Enterprise Managed Application Hosting provider, which has a Hyperion infrastructure team with the experience required to maintain Hospira’s EPM applications from an infrastructure point of view. • I was the EPM architect and vendor manager bringing together the efforts of EPM teams from Emerging Solutions (HFM), Marketsphere (Hyperion Planning), and Wipro (Essbase/EPMA); a data warehousing team from Intelligroup; business analysts from various vendors; and Secure-24’s Hyperion infrastructure team. My job was to balance the often conflicting needs of the individual vendors with the overall goals of the EPM project.

I was the Senior Hyperion Planning Developer for a Innovative Research and Development Project Planning application. I built 2 cubes (labor expense & project expenses), designed outline formulas, automated the dimension build process, automated the data load process from multiple sources, wrote complex interactive planning business rules, and built sophisticated planning forms. I also heavily participated in UAT and the application hand off to Teva resources.

I spent 4 years as the Project Manager and Architect for a software start up initiative within the Palladium Group Inc. My focus was on building a sophisticated retail planning software product, Pace, that became an important part of Oracle’s go to market Hyperion retail planning solution. As a project manager I ensured predictable release cycles and quality GA releases that achieved corporate and department strategic goals. My responsibilities included developing project plans, monitoring milestones, making scoping decisions, reporting the project status, and leading iteration meetings. I also work regularly with customers and implementation teams to ensure successful client engagements implementing the Pace product. Additionally, I lead the software QA effort for several product releases.As an architect, I was a key participant in the requirements gathering process, I architected more complex product features, and I lead feature development teams through the development phase. My key contributions to the Pace product were the Excel client developed in VSTO and C#, view rendering and SOAP layer development on the Java application server layer, data access via the Essbase Java API, and Active Directory authentication functionality via JNDI. Additionally, I developed an API prototype for the Pace client. I also joined several Pace implementation teams. I was the Data Architect for a Pace Merchandise Planning effort at AAFES, the Army and Air Force Exchange Force.

I worked as an implementation consultant providing clients such as Abbott Labs, Motorola, Pactiv, and FedEx with custom Business Intelligence and CPM solutions around the Oracle (Hyperion) suite of products including Essbase, Hyperion Application Link, Hyperion Planning, and HFM. I also worked on custom Business Intelligence solutions developing with PL/SQL, SQL, Microsoft Analysis Services, MDX, VB, Excel VBA, JSP, and Javascript.

I spent over two years at Citibank as the Functional Project Manager building a Financial Data Warehousing Application that measures the profitability of Citibank F.S.B.’s brick and mortar branch network. I coordinated the efforts of legacy system programmers in New York, offshore developers in London, and Finance groups across the U.S. during the full life cycle of this project. In addition, I gathered the ETL, dimensional, and reporting requirements for the Warehouse and maintained strong relationships with the key project stakeholders and end users.Prior to that I was an Expense Planner and Branch Profitability Modeler in the FP&A department for Citibank Illinois F.S.B. . I have extensive modeling experience using the IPS-Sendero product suite.

I worked as the Assistant Controller managing a small staff responsible for the general ledger and subsidiary systems. I participated in the annual budgeting process and prepared the monthly financial reporting package for the board. I also designed and built branch, product, and customer profitability models using the IPS-Sendero product suite.