System Selection Experts

Consultant ML, MBA, CPA

  • Big 4 CPA
  • Guided a variety of companies in Best Practice finance and accounting methodologies, techniques, including system integration & implementation.
  • Directed and implemented transition of financial and operating system following plant divestiture.
  • Implemented corporate, domestic loan system at branch locations. Ensured process, system and manual control compliance with company standards.
  • Assisted large bank in identification of requirements for new budgeting/planning system for multiple work-streams (investment management/strategies, funding, general finance functions, etc.) within the Treasury Department.
  • Designed and programmed activity based process cost accounting system which tracked key production measures, enabling management to predict and monitor production costs and allocate overhead.
  • Implemented and programmed lease pricing system using discounted cash flow and net present value analysis, enabling marketing and sales staff to price products using economic analysis of cost. Developed processes and procedures to enable distribution costs to be charged to participants and royalty holders, significantly reducing distribution expenses.
  • Implemented yield analysis for film processing entity which allowed management to monitor the causes for yield loss (billed versus consumed). The reporting system included management of the physical inventory process, assurance of sales cutoff, analysis of normal and abnormal loss by reason, and presentations to management. All significant reasons for yield loss were isolated allowing management to focus those reasons which provided the best opportunity for improvement.
  • Oracle, PeopleSoft

  • Performed system selection and led clients through phases of process visioning, integration of peripheral systems and procedures in preparation for system implementation.
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Consultant HW, MBA

  • Directed all accounting/finance and system integration issues for plant relocation and consolidation.
  • JD EDWARDS (One World XE)

  • Led corporate wide system implementation and conversion from legacy systems. Total of 12 international sites.
  • Led team in the evaluation and selection. Performed gap analysis of processes, software, and hardware.
  • Documented technical architecture, physical and system security risks, and potential automation for manual processes.
  • Created cost center hierarchies, profit center hierarchy, internal order structure, and company code hierarchy. Set GL accounts for other modules.
  • Conducted system audit of all functional modules.
  • Wrote and executed test scripts to ensure system performed correctly.
  • SAP R-3

  • Expert functional user of FI/CO module including journal entries, report writing, consolidation, and data file processing within the system.
  • Developed financial statements in BW report writer.
  • Created SAP extracts and mappings to Excel files that increased efficiency.
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Consultant DW3, CPA

  • Big 4 CPA
  • Key team member of task force created to evaluate system needs and improvements best fitted to the divisions of the company. Included any specific customization needed.
  • Attended various presentations and helped oversee the selection of new accounting software.
  • Assisted in the creation of new chart of accounts and mapping procedures for consolidation purposes.
  • Prepared new system evaluations for Accounting, Inventory and Media Systems in support of corporate restructuring.
  • Net Suite

  • Proficient user on all modules, as modified for Sales, Consulting and Live Event accounting.
  • Trained over 100 employees (Including all department heads and VPs) in four different cities on how to use the system modules relevant to their position including HR, Sales & Inventory, A/P, A/R and Financial Reporting Modules.
  • MAS200

  • Advanced Level MAS200 User including creation and posting of journal entries, database inquiries, report generation and exporting data to Excel, PDF and text files.
  • System administrator including chart of account structure, user access, closing year-ends, and system maintenance
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Consultant RBT, CPA, PMP

  • Big 4 CPA
  • Directed internal and external resources for multiple ERP (SAP, JD Edwards, Peoplesoft, MS Dynamics, Great Plains, Mas90, Mas200, Yardi) and BI (Cognos and Hyperion: Consolidations, Planning, Reporting) implementations. Gathered pertinent business requirements, supervised design documentation, managed build to design specifications, tested system, provided user training and support.
  • Specialize in ensuring optimization and high-utilization of financial systems.
  • Coordinated systems implementations that resulted in successful reduction of accounting overhead by 23%.
  • SAP R-3

  • Advanced functional user of FI/CO module including journal entries, report writing, consolidation, and data file processing within the system.
  • Created SAP load files and mappings from legacy system for historical data load.
  • Trained end users in navigation, FI/CO transaction usage, and reporting.
  • Hyperion Financial Management (HFM) / Upstream (Hyperion FQDM) / Hyperion Enterprise (HE) / Essbase / LedgerLink

  • Implementation of Hyperion System 9 with Upstream/ FQDM. Hands on experience with metadata validation, advanced mapping techniques/ scripts, Business Rules, webforms, SmartView, Hyperion Reports BI+, custom member lists, Hyperion Shared Services, EA queries and SQL Views.
  • Administrator for Hyperion Enterprise 5.5 using LedgerLink for mapping and loading and Essbase for additional reporting. Responsible for creation and maintenance of all dimensions, applications, entities with dual currency paths, accounts with subaccounts, categories, data load and integrity, journals for eliminations and adjustments, consolidations, formulas, regional and corporate reporting using books, and security.
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