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More than 25 years of operational financial and Information Technology management experience with domestic and international software, financial services, telecommunications, and manufacturing encompassing expertise in driving productivity, business transformation, and process improvements. Experiences include P&L Management, IT Systems Implementations, Product Line Rationalization, Strategic Planning, Operational Analysis, Financial Modeling, Cost/Mfg Accounting, Capital Expense Allocation/Rationalization, General & Consolidation Accounting/Reporting, Budgeting & Forecasting, Contract Negotiations, Credit & Collections, and Cash ManagementSoftware experience with Planview, WorkDay, TM/1, MS Dynamics, SSRS, Oracle Financials, Navision, AccPac, Hyperion, MS Office, Business Objects, Crystal Reports, SAS, QMF, and Brio
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PrincipalHuronMoultonborough, Nh, Us -
PrincipalHuron Jul 2024 - PresentChicago, Il, UsAssisting Higher-Ed and Academic Medical Center clients with business transformation and process re-engineering across all functional areas of Workday. Workday Certified in Financials, Student Financials, Finance Data Model, Project Management, and Human Capital Management -
Specialist Leader - WorkdayDeloitte Consulting Nov 2018 - Jul 2024Worldwide, OoResponsible for assisting clients and potential clients of Workday with business transformation and process re-engineering across all functional areas Workday. Workday Certified in Financials, Finance Data Model, Project Management, and Human Capital Management -
Client Partner - Ibm Workday Consulting ServicesIbm Apr 2016 - Oct 2018Armonk, New York, Ny, UsLed Workday Financials Practice for IBM Global Business Services. Responsible for new business development and delivery of Workday related projects with a focus on business process design with broad-based industry alignment across Higher-Education, Health-Care, and Commercial sectors. -
Managing DirectorAppirio Apr 2015 - Mar 2016Indianapolis, In, UsResponsible for driving business development and revenue growth at new and existing Workday customers. Provided leadership, solutioning, and delivery at three client implementations with a focus on Finance transformation. -
Cio And Vp Of FinanceW.J. Bradley Mortgage Capital, Llc Jan 2013 - Apr 2015Centennial, Co, Us• Drove business transformation projects with the combination of process re-engineering and software re-designed to increase loan-officer productivity and customer retention with better tools including a mortgage CRM, loan origination system, marketing portal, & paperless file submissions • Lead the implementation of the Workday HR and Financials modules while supporting back office process re-engineering in FP&A, Accounting, Procurement, and Human Resources• Developed enterprise-wide business process and system architectural framework to support multi-generational technology planning across the enterprise including virtual desktop infrastructure (VDI)• Responsible for all software applications along with their development, configuration, integration, and financing• Rationalized Technology investments across project portfolio and maintained IT project office -
Vp Of Finance - Enterprise Program Management & Health Care InformaticsProdigy Health Group - An Aetna Company Sep 2008 - Dec 2012• Developed and led enterprise-wide project management teams that balanced IT supply and demand using various in-house and packaged analytical tools & tracking processes• Created Executive Steering Committee that increased productivity, reduced project cycle-time, and created new product offerings while increasing the percentage of projects delivered on-time and on-budget• Drove cross-functional decision making at all levels in the organization to define strategy and execute on a full range of projects from new product introductions, system consolidations, and process re-engineering• Provided program and project management to modernize and simplify the IT environment across all functional areas of IT while increasing the maturity of the IT organization• Aligned process owners in a process management orientation to increase organizational effectiveness and reduce project failure rates • Chartered and governed master-date management council and management information reporting team supporting internal and external client reporting requirements in Healthcare Informatics
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Vp Of Finance And Controller (Contract)Sequoia Voting Systems Oct 2008 - Apr 2010• Developed and delivered various business cases for venture capital and investor presentations in support of attracting additional funding • Implemented processes and procedures to ensure accurate and meaningful financial reporting• Implemented Great-Plains ERP system and eliminated multiple-entry of accounting transactions• Led the re-creation of the accounting records since management buy-out in Nov 2007 which resulted in successful financial statement audits for 2007-2009 -
Chief Financial OfficerCqg Mar 2004 - Dec 2008Denver, Colorado, Us• Achieved 100% increase in revenue by acting as product manager for CQG’s historical data-sales and developing an e-commerce web-site • Built a centralized self-directed finance and accounting team in Denver that resulted in closing cycle time reductions from 30 days to 7 and increased accuracy of the financial statements• Established captive insurance company saving over $400,000 per year in income tax• Replaced 25-year old, internally developed customer relationship and accounting system with Navision allowing the introduction of new products and services• Consolidated world-wide banking relationships reducing bank fees by over 65% • Led CQG’s expansion into eastern Europe by opening four new product development offices and purchased four facilities in Eastern Europe -
Director Of FinanceIntuit Dec 2001 - Feb 2004Mountain View, California, Us• Strengthened finance team with key hires and aligned team in support of matrix organization • Implemented revenue recognition system and methodology for the QuickBooks Service plan product in support of SEC reporting requirements• Key player on deal team resulting in the acquisition and integration of CBS Payroll, Inc. • Developed and led monthly operating reviews with leadership teams including key productivity metrics, operating metrics, scorecards, and dashboards• Partnered with all operational and functional leaders to drive analysis and data into decision making utilizing Six-Sigma Quality methodology -
Vp Of Finance And Information TechnologyRhythms Netconnections Apr 1999 - Dec 2001Us• Directly supported CFO for Board of Directors and Wall Street Analysts meetings through the development of concise communications and presentations of actual and projected results• Improved productivity and data quality with the implementation of Oracle’s Financial Analyzer and developed accompanying processes for actual, budget, & estimate data collection, analysis and reporting• Established program office as central point of contact and coordination for all IS projects• Chartered and implemented strategic IS projects ranging in size from $100K to $5M by creating sound business cases with solid cost benefit analysis and followed project management disciplines• Directly led package software implementation for back-office with Oracle Financials, Portal Billing, and Ceridian -
Cfo & Manager Of FinanceGe Capital - Auto Warranty Servcies Jun 1997 - Apr 1999Norwalk, Ct, Us• Improved the financial modeling and reporting capabilities by implementing an OLAP tool and Oracle Financials • Prepared valuation analysis of business unit for divisional executives to examine potential exit strategies• Integrated and restructured finance team to align with business core competencies resulting in 20% headcount reduction and increased understanding of financial results -
Manager Of Finance/Fmp - Ge PlasticsGe 1989 - 1997Boston, Ma, Us
Stephen Francis Education Details
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Regis UniversityAccounting -
Regis UniversityFinance & Accounting -
Trinity College-HartfordEconomics -
Trinity College-HartfordEconomics
Frequently Asked Questions about Stephen Francis
What company does Stephen Francis work for?
Stephen Francis works for Huron
What is Stephen Francis's role at the current company?
Stephen Francis's current role is Principal.
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What is Stephen Francis's direct phone number?
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What schools did Stephen Francis attend?
Stephen Francis attended Regis University, Regis University, Trinity College-Hartford, Trinity College-Hartford.
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