Stephen Robichaux Email & Phone Number

The Woodlands, Tx, Us

Senior Manager, Financial Planning & Analysis► Responsible for all FP&A functions and Oracle PBCS (formerly Hyperion Planning) administration for publicly-traded biopharmaceutical company.► Developed a PBCS five-year plan scope including Income Statement / Balance Sheet / Cash Flow with calculated float investment income.► Designed and provided detailed specifications for implementation of a PBCS-based Clinical Trials model, replacing existing Excel spreadsheets. The model integrated several components, including four major cost elements as well as number of patients, dosing duration, and cost per patient. Full patient equivalent was derived to recognize expenses relative to patient enrollment over time.► Managed Clinical Trials forecast model, forecasting up to 40 studies with annual spend of up to $60M as well as providing reporting to staff, management and the Board of Directors.► Implemented self-reconciling RD and GA allocation methodologies for the Income Statement. Synchronized the RD & GA allocations in PBCS to GAAP-compliant allocations in the GL.► Assisted Finance VP with preparation of Board of Directors budget and forecast presentations, including providing multi-year Income Statement / Balance Sheet / Cash Flow, clinical trials, non-clinical expenses and cash graphs.► Utilized PBCS FDM (Financial Data Management) for the loading of J.D. Edwards GL Actuals into PBCS. Defined and applied data load rules and mappings between source and target.► Trained and supported cost center managers with budget preparation.

Houston, Texas, Us

Senior Hyperion Planning Systems Analyst► Administrator for Hyperion Planning application.► Prepared Management Reporting Package for CEO/Owner.► Created, revised and maintained Hyperion Financial Reporting portfolio of monthly Balance Sheets, Cash Flows and Income Statements and other custom reports.► Utilized Hyperion FDM (financial data management) to load GL Actuals.► Accounting responsibility for two Super Yacht assets, with an annual budget of $24M.

San Francisco, California, Us

Manager, Financial Planning & AnalysisResponsible for the coordination and management of the annual corporate budget process, quarterly re-forecasts and periodic variance reporting for the nation’s leading provider of dental insurance with annual sales of $5.8B.► Actuarial and workforce team lead for the Hyperion Planning system implementation► Major contributor to the development of Hyperion Planning implementation documents, including the high-level assessment, requirements definitions and functional design.► Hyperion Planning project scope included: actuarial data sourcing; workforce planning at existing named employee level; driver-based headcount and payroll expenses planning; other driver-based expenses; capital expenditures; security for 75 users; development of reports in Hyperion Financial Reports; source dimensions and data from Oracle GL, Oracle HRMS and Excel spreadsheets.► Developed Hyperion Planning business rule specifications used to calculate projection data.► Key Subject Matter Expert (SME) for the three plan types: P&L, Workforce and Capital Expenditures, along with dimensions utilized in each plan type.► Contributed to and participated in User Acceptance Testing (UAT) for implementation.► Partnered with actuarial department to create revenue budgets and forecasts.► Responsible for the accuracy and completeness of all profit and loss statements for the budget and quarterly forecasts.► Managed payroll and headcount planning for the company workforce of 3,700 employees.► Oversaw the monthly preparation of the administrative cost allocation system ensuring that expenses were allocated to the proper lines of business.► Lead the annual update of the administrative rate pricing model. This Microsoft Access model was used to assist the actuarial department with pricing for new and renewed business.► Supervised, mentored and coached staff of four financial analysts, including the Hyperion Planning System Administrator.

Accountant / Hyperion Pillar System Administrator► System Administrator for Hyperion Pillar budgeting system for a multi-business unit manufacturing company with annual sales of over $8B. Provided training and support for 65 users.► Managed and coordinated business unit heads through quarterly rolling forecasts and annual plan processes. Provided monthly financial results utilizing the Pillar system.► Prepared consolidated reports for monthly budget review meeting with senior management.