Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Charles Porter

Stanton,USA

Summary

Results-driven financial analyst with extensive expertise in Hyperion Financial Management, recognized for exceeding KPIs by 75% at Verizon through strategic process improvements and enhanced team collaboration. Proficient in ERP systems, leading to significant advancements in financial reporting accuracy and operational efficiency. Solid analytical problem-solving skills contribute to driving organizational success.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Sr. Building Science Engineer

Allied Experts
Cherry Hill
11.2017 - 11.2024
  • Conduct home energy audits (Level 1 & 2) on behalf of Home Performance with Energy Star (HPwES) Program
  • Analyze and interpret utility bills to inform and educate customers of potential savings related to process improvements
  • Review energy assessment results and discuss financial options to move forward if qualified with homeowners
  • Review and discuss audit findings with engineering, weatherization, hvac, plumbing and management teams to determine project design
  • Consistently meet in field with install teams to ensure jobs run without incident and receive any feedback for training purposes
  • Manage personal day to day customer appointments and tasks that require highly detailed and organizational skills to maintain & meet designated timelines
  • Meet with existing and potential customers review questions and concerns to avoid any potential issues that could arise
  • Ensure safety and health measures are followed per BPI & OSHA guidelines
  • Sales: Consistently meet and exceed KPI’s 75% audit leads run and signed contract rate as set by upper management pertaining to audit run rate, proposals signed and tech presentation audit appointments set
  • Team lead energy auditor for Central Jersey territory
  • Routinely managed up to five team members (Auditors, Customer Reps
  • & Surveyors)
  • Maintain consistent lead generator from personal referrals, consulting with existing & past customers, networking with business acquaintances and friends/family referrals
  • Maintain consistent relationship with pricing division to ensure accurate project costs
  • Training & Personal Development: Assist in training new auditors with regards to process and procedures for preparing, conducting audits and closing results presentation
  • Participate in weekly trainings for sales (pitch training and role playing scenarios), BPI, mechanical equipment updates, health & safety updates
  • Attend CEC classes and seminars as required for BPI certification

Sr. Energy Auditor

Building Sciences LLC
Plainfield, NJ
05.2017 - 10.2017
  • Conduct home energy audits on behalf of CLEAResult
  • Enter house & data findings in RHA (Real Home Analyzer) software to determine TES (Total Energy Savings)
  • Identify, review and communicate audit findings with homeowners
  • Diagnose, report and provide fixes for home with air leaks and insulation issues
  • Review energy assessment results and discuss financial options to move forward if qualified with homeowners

Senior Energy Consultant

Divine Energy Solutions
Dover, NJ
02.2016 - 04.2017
  • Build new clientele and follow up on sales leads
  • Execute residential & commercial estimates, proposals and bids for new and pre-existing sites
  • Attend and run tradeshows to promote insulation technologies for potential customers
  • Meet with contractors about more efficient insulation technologies
  • Conduct home energy audits on behalf of Comfort Partners and Honeywell
  • Identify, review and communicate audit findings with homeowners
  • Execute blower door test
  • Interpret results and determine the best course of action
  • Diagnose, report and provide fixes for home with air leaks and insulation issues
  • Test appliances, water devices and any other devices for potential efficiency upgrades
  • Performed audits in conditioned and unconditioned spaces of home
  • Ensure safety and health measures are followed per BPI & OSHA guidelines
  • Maintain compressive field audit report results for proper records retention
  • Finance & IT Consultant: Develop new cloud backup process for moderate size computer network system
  • Advise owner on best business practices for Finance and IT operations
  • Support financial system – Quickbooks
  • Support computer hardware (Laptops, PC’s, Tablets, etc.)
  • Support all aspects of medium business computer systems
  • Update CRM database as needed for sales team
  • Maintain business plan and mission document
  • Maintain & resolve network & telecom issues

Senior Financial Systems Analyst, HFM Administrator

Valeant Pharmaceutical
Bridgewater, NJ
07.2015 - 01.2016
  • Provide functional support in development and maintenance of Hyperion Essbase Financial management system
  • Administer installation, implementation and maintenance in HFM system
  • Implement metadata and rule changes in HFM and FDM environments using SDLC process
  • Maintain production, test & development databases, including data management, metadata updates, rule updates, data backups and user security
  • Responsible for reviewing, approving and processing of users in HSS
  • Month end preparation - Load global exchange rates, open journal periods (HFM & FDM), update process management & load entity roll forwards
  • Support HFM & FDM helpdesk for technical and end user support issues
  • Support Consolidation & Planning teams with management reporting and various ad hoc reporting and analysis requests
  • Maintain & update HFM training documents as needed

Senior Financial Systems Analyst, EPM Support Team Administrator

VERIZON
Basking Ridge, NJ
03.2014 - 02.2015
  • Provide functional support in development and maintenance of Hyperion Essbase financial management system
  • Support procurement, installation, implementation, maintenance, and training of upgraded financial systems, system changes, and system upgrades
  • Design, implement, and maintain (outlines, calculation scripts, report scripts, and load rules) Hyperion Smart View and Essbase Excel Add-in
  • Analyze change control requests and identify impacts for the Reporting team
  • Document impacts for input into SharePoint – Financial Application Systems
  • Cross-validate changes in other processes as assigned by the production manager
  • Identify and communicate issues found in validations to the process owner and ensure issues are resolved prior to production migration
  • Responsible for regression testing Essbase cubes vs
  • PeopleSoft Financials after change controls are implemented and during the month end close process
  • Prepare and load Essbase data via MDUA (Hyperion Master Data Update Automation) application
  • Verify data loads using SQL navigator

Senior Financial Systems Analyst, Planning Systems Administrator

VERIZON
Basking Ridge, NJ
10.2010 - 02.2014
  • Develop and maintain budgeting, best view and forecast processes in Hyperion Planning application
  • In addition, provide support to HQ finance groups regarding Hyperion Essbase database software design and modification issues
  • Maintain system based front-end templates that interface with the financial
  • Create design documents, develop user templates, test and recommend modifications to improve process efficiency and quality
  • Develop and implement enhancements for planning outline dimensions
  • Support application maintenance and resolve application issues
  • Design and maintain process documentation for metadata changes, outline and formula changes, and security changes
  • Reconcile data and troubleshoot questionable calculation results

Senior Financial Systems Analyst, Peoplesoft Financial Support Team

VERIZON
Basking Ridge, NJ
07.2008 - 09.2010
  • CARM (Computer Associates Records Manager) administrator
  • Duties include maintaining user security profiles, training new and existing users, periodic auditing of user accounts, and maintenance of documentation
  • Provide management with monthly headcount & departmental budget reports
  • Maintain and update reports as needed
  • Responsible for maintenance of PeopleSoft Financial application business segments for VZ Corp, VSO and VDSI
  • Performed gap analysis and created corresponding deliverables for implementation of PeopleSoft 8.4
  • Project lead for creating and testing of all financials reports (nVision - layouts, SQL Queries, SQR’s, Trees and Reporting Scopes)
  • Lead UAT testing for PeopleSoft financials application upgrade

Education

Bachelor of Accounting - Accounting

Centenary University
Hackettstown, NJ

Associate’s in Business - Business Administration

Raritan Valley Community College
Branchburg, NJ

Skills

  • Analytical Problem Solving
  • Interdepartmental Teamwork
  • Driven Professional
  • ERP Implementation Expertise
  • Proficient in Software Applications
  • Responsive to Shifting Environments
  • Service Titan Proficiency
  • Client Engagement Strategies
  • Hyperion Financial Management (HFM)
  • Hyperion Financial Data Management (FDM)
  • Hyperion Services Management
  • Oracle Hyperion Essbase (v9 & v11)
  • PeopleSoft Financials/People Tools (v75, v84 & v91)
  • Hyperion Planning
  • Next Gen 20 (Web Design)
  • DataMart – Business Objects & Oracle BI Tools
  • Forte
  • EMS (Workefforts)
  • Microsoft Office (Excel, VBA, Word, Outlook, Power Point, Access, Project, Visio & SharePoint)
  • Real Home Analyzer (RHA)
  • Snugg Pro
  • TM1
  • SQL
  • ACSS/Vision
  • CARM (Computer Associates Records Manager)

Websites

Certification

  • BPI - Building Analyst Professional, 5059170
  • DOE - Home Energy Score Accessor

Timeline

Sr. Building Science Engineer

Allied Experts
11.2017 - 11.2024

Sr. Energy Auditor

Building Sciences LLC
05.2017 - 10.2017

Senior Energy Consultant

Divine Energy Solutions
02.2016 - 04.2017

Senior Financial Systems Analyst, HFM Administrator

Valeant Pharmaceutical
07.2015 - 01.2016

Senior Financial Systems Analyst, EPM Support Team Administrator

VERIZON
03.2014 - 02.2015

Senior Financial Systems Analyst, Planning Systems Administrator

VERIZON
10.2010 - 02.2014

Senior Financial Systems Analyst, Peoplesoft Financial Support Team

VERIZON
07.2008 - 09.2010

Bachelor of Accounting - Accounting

Centenary University

Associate’s in Business - Business Administration

Raritan Valley Community College

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Charles Porter