Jim Siena
Rochester,NY
Summary
Quality-focused Principal Consultant successful at managing customer expectations and delivering exceptional results built on extensive industry knowledge and analytical and creative problem-solving abilities. Strives to consistently think outside of the box to come up with the best solution possible.
Overview
18
18
years of professional experience
Work History
Principal Consultant
CFO Solutions
03.2023 - Current
- Build and configure complex EPM applications (Oracle EPM and Infor EPM) including budgeting, forecasting, and reporting.
- Collaborated with clients from concept through final delivery of product or service.
- Oversaw project teams and maintained quality-minded project delivery.
- Assist with development of detailed task plans and update project plan with completed tasks.
- Develop estimates and participate in sales activities.
Senior Consultant
CFO Solutions
02.2021 - 03.2023
- Built and configured multiple custom Infor EPM applications delivering integrated planning, budgeting, forecasting and scenario modeling.
- Mentored and coached 8-10 team members.
- Managed requirements and design meetings with client and documented expectations.
- Collaborated with team members to design and implement tailored solutions to meet the needs of the client.
- Prioritized projects and project tasks depending upon key milestones and deadline dates.
- Provided end-user/admin training and documentation.
- Helped to develop a project plan with estimated timeline.
- Led multiple project status calls and updated project tracking.
Senior System Analyst
Rochester Regional Health
11.2017 - 01.2021
- Lead on company-wide effort to create a custom EPM solution to request different budgetary changes and associated approval workflow. Served as primary lead in all phases of the project from conception, requirements gathering, design, development, UAT, QA, implementation, and post-live support.
- Identified areas that could be improved through specific processes and business logic.
- Developed many front end dashboards, user interfaces and reports of financial data and statistical data.
- In SQL Server created many custom tables, views, queries, functions, and stored procedures to meet business needs
- Built Microsoft Analysis Services (SSAS) cubes and Infor OLAP cubes. Created jobs to process cubes or update tables on a schedule.
- Built a custom Payroll/FTE cube using Visual Studio and SQL . This tool combined actuals and budget at an employee level to analyze metrics such as dollars, hours, FTEs and variances to budget. Imported additional data from Workday, to compare to the budget.
Operational Support Analyst, Senior
Rochester Regional Health
04.2017 - 10.2017
- Created Excel VBA macro to aggregate and summarize multiple budget request workbooks into one workbook, to provide an actionable summary for management.
- Met with operational leaders weekly to discuss business and understand any changes needed to the budget. Provided root cause analysis of budget variance.
- Worked with NYS DOH to apply for grant funding for new behavioral health programs.
Senior Financial Analyst
Xerox
11.2016 - 03.2017
- Supported monthly close by preparing journal entries, account reconciliations, reporting, and variance analysis.
- Prepared quarterly outlooks, assessments, annual plan and presented to management.
- Complied with Sarbanes-Oxley principles for accounting entries and desktop application validation.
Pricing Program Manager
Xerox
08.2013 - 10.2016
- Developed, implemented and maintained the pricing structure for Xerox A4 Office products and accessories sold by all Xerox US direct sales force.
- Developed a custom Price Distribution Tool that provided in-depth pricing analysis and KPI’s.
- Comprehended internal product positioning, competitive environment, and customer requirements.
Accounting Analyst
Xerox
09.2011 - 08.2013
- Created journal entries in multiple ledger systems and maintained account reconciliations.
- Assisted the Corporate Accounting group with preparation and analysis of various journal entry submissions and data validation tasks that support the 10-Q and 10-K statements.
- Created process improvements by developing reporting capabilities in Hyperion Reporting.
- Implemented various process improvements to speed up input and submission of segmented results.
Financial Systems Analyst
Xerox
11.2009 - 09.2011
- Helped facilitate global source for reporting internal and external financials and activity data.
- Assisted end users with loading source data into Essbase models and help them interpret the results.
- Streamlined internal processes in an attempt to better utilize resources.
- Troubleshot incidents reported by end-users and worked quickly to identify solutions.
Post Sale Analyst
Xerox
04.2006 - 11.2009
- Assisted with designing data models that planned revenue and activity metrics and tracked the variance to the plan.
- Maintained and loaded multiple Hyperion Essbase models.
- Assisted in ad-hoc analysis and report generation.
Education
Masters of Business Administration -
Rochester Institute of Technology
01.2006
Bachelor of Science, Computer Science -
St. John Fisher College
01.2003
Skills
- OLAP
- Infor EPM
- Oracle EPM
- Essbase
- SQL
- MDX
- HTML
- XML
- Javascript
- VBA
- Requirements gathering
- Project Lifecycle
- Project Management
- Communication
- ETL Processes
- Financial Analysis
- Business Intelligence
- Enterprise Reporting
- Data Security
- Requirements Analysis
- Data Mapping
- Data Analysis
- Data Integration
- SQL Server
- Documentation
Accomplishments
- Lean Six Sigma Green Belt
- Eagle Scout
- Certified Specialist Business Intelligence (CSBI) - HFMA Certification in BI
References
References are available on request.
Timeline
Principal Consultant
CFO Solutions
03.2023 - Current
Senior Consultant
CFO Solutions
02.2021 - 03.2023
Senior System Analyst
Rochester Regional Health
11.2017 - 01.2021
Operational Support Analyst, Senior
Rochester Regional Health
04.2017 - 10.2017
Senior Financial Analyst
Xerox
11.2016 - 03.2017
Pricing Program Manager
Xerox
08.2013 - 10.2016
Accounting Analyst
Xerox
09.2011 - 08.2013
Financial Systems Analyst
Xerox
11.2009 - 09.2011
Post Sale Analyst
Xerox
04.2006 - 11.2009
Masters of Business Administration -
Rochester Institute of Technology
Bachelor of Science, Computer Science -
St. John Fisher College
Similar Profiles
Christopher SavorChristopher Savor
CFO at Simple CFO SolutionsCFO at Simple CFO Solutions
Danielle MenceDanielle Mence
Finance Manager at CFO in a BoxFinance Manager at CFO in a Box
Joy ColbornJoy Colborn
Assistant Controller - Non-Profit at ASP/CFO SelectionsAssistant Controller - Non-Profit at ASP/CFO Selections