Summary
Overview
Work History
Education
Skills
Career Highlights
References
Timeline
Generic

Erik Willis

Chino,CA

Summary

Seasoned Financial Systems Professional with a strong focus on SAP EPM environments and financial planning solutions. Proven ability in enhancing data integrity and accuracy across enterprise financial systems, and driving strategic financial initiatives.

Overview

21
21
years of professional experience

Work History

Sr. Financial Systems Administrator

Ruiz Foods
01.2017 - Current
  • Worked closely with Finance leadership to develop the technical roadmap and transition plan for planning/corporate reporting solutions
  • Oversee initial sprints for future state financial planning solution development in Infor d/EPM
  • Create functional and technical specifications for BI/Planning system upgrade
  • Worked closely with external development teams and in-house IT teams to ensure alignment with future state blueprint in Infor BI products
  • Act as the primary technical and functional SME in an SAP BPC MS environment
  • Define standards and operational protocol for Tier 1/Tier 2 support team
  • Responsible for technical execution of financial planning strategies, budgeting, forecasting, actuals processing and corporate reporting
  • Primary liaison for 126 functional users of financial planning applications
  • Defined and configure Appsets, Application, Dimensions, Dimension Members and their properties in a normalized BPC environment.

Sr. Managing Consultant

Ascent Services Group
01.2015 - 01.2017
  • Act as the primary technical and functional lead administrator in SAP EPM environment
  • Primary financial systems liaison for over 100 functional users of financial planning applications
  • Leverage application specific data packages to ensure data integrity and accuracy across enterprise financial systems
  • Define and configure Appsets, Application, Dimensions, Dimension Members and their properties in SAP EPM environment
  • Maintain and develop key Reports and Input Schedules using advanced SAP functionality
  • Maintain master data and hierarchies in SAP BPC, ECC, and BW systems
  • Developed and maintain high level data management policies using industry best practices
  • Conduct two-way knowledge transfer sessions with key stakeholders to enhance functional and technical understanding of financial systems
  • Provide technical support to end users for the forecast and budget cycles in SAP and BPC
  • Troubleshoot to resolve Tier1 and Tier2 functional/technical issues in SAP BPC environment.

Managing Consultant – CFO Services

HCL-AXON Technologies
01.2014 - 01.2015
  • Design, build and maintain complex multi-source planning solutions using SAP EPM 10.0 NW
  • Act as the primary SAP EPM technical and functional subject matter expert in various high profile cross industry projects
  • Responsible for execution of financial planning strategies, budgeting, forecasting, actuals processing and consolidations to meet project charter
  • Act as project lead to direct requirement gathering and business need analysis from the SAP EPM perspective
  • Responsible for deliverables in all phases - Project Planning, Business Blueprint, Realization, go live and Post-Go live phases of the SDLC lifecycle
  • Develop training materials centered on functional areas of administration and user interface within the SAP EPM environment
  • Conduct knowledge transfer sessions with key stakeholders to enhance functional and technical understanding during post go-live handoff.

Sr. Information Management Consultant - SAP BPC

DELOITTE CONSULTING
01.2011 - 01.2014
  • Design, build and maintain complex multi-source planning solutions using various versions of SAP BPC
  • Act as the primary SAP BPC technical and functional subject matter expert in various high profile cross industry projects
  • Responsible for execution of financial planning strategies, budgeting, forecasting, actuals processing and consolidations to meet project charter
  • Act as project lead to direct requirement gathering and business need analysis from the SAP BPC perspective
  • Responsible for deliverables in all phases - Project Planning, Business Blueprint, Realization, go live and Post-Go live phases of the SDLC lifecycle
  • Develop training materials centered on functional areas of administration and user interface within the BPC application
  • Conduct knowledge transfer sessions with key stakeholders to enhance functional and technical understanding during post go-live handoff
  • Manage onshore/offshore resource teams to successfully accomplish project deliverables.

Sr. Financial Systems Administrator - SAP BPC

LIVENATION ENTERTAINMENT
01.2008 - 01.2011
  • Act as the primary technical and functional lead administrator in an SAP BPC 5.0/7.0/7.5 environment
  • Responsible for execution of financial planning strategies, budgeting, forecasting, actuals processing and consolidations
  • Primary liaison for 450+ functional users of financial planning applications
  • Defined and configured Appsets, Application, Dimensions, Dimension Members and their properties
  • Developed key Reports and Input Schedules using advanced SAP BPC functionality including EVGET & EVDRE
  • Created and maintained SSIS packages for data management and stored procedures
  • Configured Data Manager Packages for uploading flat files using conversion and transformation methodologies
  • Responsible for deliverables in all phases - Project Planning, Business Blueprint, Realization, go live and Post-Go live phases of the SDLC lifecycle.

Financial Application Consultant

COLUMN5 CONSULTING
01.2007 - 01.2008
  • Held a key role on teams tasked with planning, scoping, benchmarking, scheduling, execution and life-cycle project management for new system implementation incorporating SAP BPC modules: financial reporting, CAPEX, planning, operations, profitability and sales reporting
  • Monitor, analyze and report on metrics; facilitate critical decisions regarding implementation
  • Instrumental member of the Design/Implementation team responsible for three phase implementation of Business Planning and Consolidation software for a Fortune 500 athletic shoe and apparel company
  • Acted in an extended role as a primary onsite resource for end-user and technical support for international entertainment event Promotions Company during development, implementation and go-live process.

Senior Data Analyst, Business Intelligence Group

WACHOVIA DEALER SERVICES
01.2005 - 01.2007
  • Excelled as the primary data manager, using key components of Microstrategy Desktop, Narrowcast Server and Intelligence Server Administration to oversee the business needs of a 400+ end-user community
  • Implemented process improvements using refined report objects to increase the effectiveness of the automated report delivery system for a large financial services company
  • Developed complex adhoc reports for senior management team and various business units to enhance operational efficiencies.

Senior Financial Analyst

WACHOVIA DEALER SERVICES
01.2003 - 01.2005
  • Created various models and leveraged methodologies to perform complex and sophisticated Financial-Analysis functions—including rate-of-return, cost-benefit, depreciation, working capital, return-on-investment, budget variance, expense review and business-unit and/or corporate-performance analyses
  • Implemented procedures and managed activities for timely and accurate completion of annual operating and capital budgets, in coordination with department and division managers, to ensure compliance with business plan targets
  • Provided process improvements for the corporate planning cycle
  • Worked with business units to develop enhancements for improving analysis and forecast accuracy
  • Saved more than $120,000 in annual expenses through identification of inaccurate and unnecessary vendor payments
  • Oversaw the review of expenditures and preparation of $78 million operating and capital expense budgets for the IT Division to ensure compliance to budgetary targets
  • Reduced monthly closing cycle by three days with identification and recommendation of enhanced closing procedures.

Education

A.A.S -

Fresno City COLLEGE
Fresno, CA

Skills

  • Professional Skills: Financial Analysis, Budget Management, Risk Assessment, Compliance Management, Strategic Financial Planning, Process Optimization, Analytical Thinking, Problem-Solving, Adaptability, Collaboration
  • Technical Skills: Financial Modeling, ERP Systems, Database Management, Data Analysis, Financial Reporting Tools,Business Intelligence (BI) Tools,Risk Management Software, Compliance and Regulatory Knowledge,Project Management Software

Career Highlights

  • Spearheaded technical roadmap development for financial planning and corporate reporting solutions.
  • Primary technical and functional lead in SAP EPM environments, improving enterprise financial systems' data integrity.
  • Designed and maintained multi-source planning solutions using SAP EPM 10.0 NW.
  • Led financial planning solution projects using various versions of SAP BPC, enhancing cross-industry financial strategies.

References

References available upon request.

Timeline

Sr. Financial Systems Administrator

Ruiz Foods
01.2017 - Current

Sr. Managing Consultant

Ascent Services Group
01.2015 - 01.2017

Managing Consultant – CFO Services

HCL-AXON Technologies
01.2014 - 01.2015

Sr. Information Management Consultant - SAP BPC

DELOITTE CONSULTING
01.2011 - 01.2014

Sr. Financial Systems Administrator - SAP BPC

LIVENATION ENTERTAINMENT
01.2008 - 01.2011

Financial Application Consultant

COLUMN5 CONSULTING
01.2007 - 01.2008

Senior Data Analyst, Business Intelligence Group

WACHOVIA DEALER SERVICES
01.2005 - 01.2007

Senior Financial Analyst

WACHOVIA DEALER SERVICES
01.2003 - 01.2005

A.A.S -

Fresno City COLLEGE

Similar Profiles

CREATE PROFILE
Erik Willis