Dynamic Senior Finance and Business Systems Professional with extensive expertise in budgeting, accounting operations, and enterprise financial systems. A proven history of enhancing data accuracy, optimizing processes, and facilitating complex system integrations underscores a commitment to excellence. Recent freelance consulting efforts have focused on financial modeling, process improvement, and ensuring data integrity. Recognized for a hands-on approach to execution, adept problem-solving skills, and a track record of delivering reliable results from concept through completion.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Independent Consultant (Freelance)
Reston, VA
01.2020 - Current
Delivered process improvement initiatives for multiple small business clients, including financial modeling, budgeting, cash flow forecasting, AP/AR workflow optimization, and account reconciliations
Reduced accounts receivable backlog by ~70%, significantly improving financial accuracy, collections efficiency, and overall reporting reliability
Developed Excel-based workbooks supporting multi-department budgeting, cash flow forecasting, and capital project funding projections across rolling planning periods
Reworked legacy Excel workbooks to improve usability and streamline updates, reducing manual effort by integrating QuickBooks report exports for automated data refresh and improved accuracy
Business Systems Analyst
Hitachi Consulting Corporation
Dulles, TX
03.2013 - 11.2019
Oracle Essbase, EPBCS and PBCS developer, implementer and administrator supporting directory services, telecommunications, horticultural, educational, medical services and print and digital products provider clients.
Worked directly with clients to review (and documented as needed) legacy budgeting and planning processes to convert into project requirements including integration of actual and budget data required for management reporting.
Maintained monthly process of transferring data between 4 Essbase cubes to support the needs of the various financial groups (reporting and analysis, tax, budgeting and planning). Generated Smart View templates used to validate data transfer.
Re-engineered data loads when source data changed. Simplified processes where ever possible.
Participated in report rationalization process analyzing Web Analysis and Financial Reporting Studio reports for commonalities with the goal of reducing the legacy report population prior to consideration for migration to OBIEE. Rationalization resulted in reduction of reports considered for migration from 6,000 reports to 1,500.
Contributed and participated in the development and delivery of user training and testing.
Facilitated knowledge transfer of processes and procedures to permanent administrator. Maintained updates to the procedures document.
Participated in the delivery of project status to various clients and Hitachi management teams.
Joined “big data” team to support report development by validating source data to report results.
Technologies: Financial Reporting Studio, Web Analysis, Essbase, Essbase Excel Ad-In, Smart View, OBIEE, EPBCS and PBCS
Hyperion Planning System Administrator
Northrop Grumman Information Systems
McLean, VA
03.2007 - 02.2013
Joined as a consultant supporting implementation and system configuration testing of Hyperion Planning implementation; transitioned to full-time System Administrator / Business Process Analyst role responsible for enterprise planning applications, enhancements, and financial systems operations.
Supported Hyperion Planning implementation as a consulting functional specialist, contributing to system configuration, hierarchy design, and reporting development for financial planning applications
Developed and executed test cases, UAT scripts, and data validation processes for planning system implementations and enhancements
Supported maintenance and enhancement of financial planning structures including calculations, forms, and reporting for end users
Managed Hyperion Planning applications supporting monthly forecasting and annual operating plan processes
Worked with corporate, sector, and division finance teams to gather requirements, document processes, and implement system enhancements
Led migration support efforts from Hyperion 9.3.3 to 11.1.2, including migration planning, UAT coordination, training delivery (Smart View), and documentation updates
Developed issue tracking and change management processes to monitor system changes, resolve defects, and identify root causes driving new requirements
Partnered with consulting teams to implement and refine financial data integration processes, improving data load efficiency and resolving post-implementation issues
Redesigned and improved entity and data load processes, including support for manual adjustments and optimization of financial data workflows
Developed plans to automate manual data and entity load processes, including restructuring account hierarchies and supporting ASO application design for attribute reporting
Delivered end-user training and created documentation supporting system adoption and operational consistency
Built strong relationships with corporate, sector, and IT support teams to ensure stable financial planning system operations
Completed advanced training in Hyperion Planning, Essbase, Smart View, ASO deployment, and database calculation processes
Financial Systems Project Manager
VeriSign, Incorporated
Dulles, VA
10.2005 - 02.2007
Joined initially as a consulting finance systems specialist supporting SOX-related reconciliation and Oracle ERP integration efforts; transitioned into a full-time Project Manager role leading financial systems integration for domestic and international acquisitions.
Designed and implemented MS Access–based reconciliation and data validation framework for high-volume financial transactions
Automated month-end and bank reconciliations for $30M–$40M in remittances and reconciled batch-to-real-time order-entry systems
Produced outputs that served as IT development requirements for automated reconciliation and financial integration processes
Promoted to Project Manager, Financial Systems after demonstrating expertise in financial systems integration and process automation
Led 6–8-month enterprise integration projects for acquired domestic and international companies, covering order management, billing, AR, and collections within Oracle ERP
Coordinated cross-functional teams across multiple time zones, managing requirements, testing, and delivery of integration solutions
Developed test plans, managed UAT cycles, and coordinated error tracking between business users and technical teams
Established executive reporting standards for project status, escalation paths, and issue resolution governance
Supported data conversion efforts including data cleansing, normalization, auditing, and reconciliation for ERP migration projects
Education
Bachelor of Commercial Science - Accounting
Benjamin Franklin University
Washington, DC
Skills
Advanced Microsoft Office Suite (Excel, Word, PowerPoint)