An experience, resilient, resourceful, ambitious, detail-oriented, self-starter professional consultant in Oil & Gas possessing an acute business acumen with a proven track record of promoting and driving continuous improvement opportunities with an adaptive behavior to navigate transformative challenges and change. With over 25 years of experience in corporate finance, my background is centered around performing extensive analytics including: FP&A management, financial modeling, budget creation, cost control management, ERP implementation, and project management. I provide meaningful operational P&L analysis, insightful financial forecast outlooks by critically reviewing and forecasting forward-looking projections with mastery level usage of formulas, pivot tables. I maintain a favorable history of exceptional work while faced with time-constraints and pressure-filled circumstances. I am proficient in communicating analysis through MS Word, Excel, Power Point, and Project. Furthermore, having ERP Implementation and Project Management experience with an executable record of successfully partnering organizational stakeholders and system implementers to foster engaging cross team collaboration, execution, manage project timelines to successfully deploy SAP S/4 HANA. Finally, being one to possess strong leadership and analytical skills with a positive, upbeat approach, I am eager to collaborate and contribute with your organization to leverage my financial, ERP implementation, and project management methodologies to enhance operational efficiency and add value to your organizational success.
Overview
2025
2025
years of professional experience
Work History
ERP S/4 HANA Consultant-Solution Assurance
Robert Half-Conocophillips
12.2022 - Current
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Managed client relationships through regular check-ins and updates on project progress.
Supported multiple deployments of S/4 HANA for Canada, Norway/Australia/UK/Qatar/Libya, and USA
Created training documents for end-users in qTest Web Explorer and Word
Developed test cases for FICO modules (A/P, A/R, G/L, and P/S)
Manage daily cutover execution support for finance, managed defect resolution, assisted in managing finance cutover plan with BU stakeholders
Maintain Jira hygiene including managing the execution dashboard/structure for Mocks/SITs/UAT/DR/Production
Conducted online BU overview training for S/4 HANA and Jira for Data Migration
Finance lead for Surmount BU testing execution
Hosted Daily Cutover Standup
Conducted periodic reviews of test case repository to mitigate redundancy
Published daily cutover status report to Senior Leadership including execution burned down chart
Created and managed Blackout timelines for Data Migration transaction loads
Supported Capital Spend execution and validation
Presented at Global Program workshop with other workstream leads
Presented the execution strategy for Release USA and Norway at Program Kickoffs
Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
ERP Project Manager-SAP Track Lead
Robert Half Finance & Accounting-Air Liquide
08.2021 - 12.2022
Lead as Finance Track leader, functional owner to develop and implement an integrated, global ERP platform across eight sites to drive operation excellence and transformational change
Effectively delivered company's objective of deploying a ERP solution that will be scalable and expandable by closely collaborating with project functional leads to harmoniously promote a successful integrated design solution
Partnered with FTM Track Chief Architect, team leads, and functional team members to ensure the end-solution aligned with the design specification
Quickly identified and addressed problems with effective remedies to maintain project objectives in a timely fashion.
Maintained project schedules by managing timelines and making proactive adjustments.
Championed the adoption of new technologies within the organization by showcasing their value in improving business operations and achieving strategic goals.
Planned, facilitated, and executed meetings/trainings with internal stakeholders, enabling parties to align and discuss project progression
Contributed to the development of company-wide best practices for ERP project management, streamlining processes and increasing overall efficiency.
Managed, motivated and influenced business stakeholders via a collaborative approach to promote and maintain project goals, objectives, and deadlines.
Collaborated with stakeholders to define project scope, goals, and deliverables that aligned with company objectives.
Gathered requirements, define scopes, allocate super users and establish schedules, as well as, investigate, correct and/or escalate project problems that are identifiable bottlenecks.
Successfully managed multiple high-priority ERP projects simultaneously while maintaining strict deadlines and budgets.
Collaborated with process owner and team members to set ambitious but achievable goals.
Identified innovative and automated approaches to routine tasks, making consultive suggestions that are widely received.
Faciliated modifications to promote efficiency to ensure project completion.
Gathered and disseminated project materials of key points to targeted stakeholders.
Operated and executed project's frameworks to efficiently organize and carry out project tasks.
Provided supportive, effective communication & engagement to stakeholders to drive adaptation and promote change management
Created and managed resource plan for finance and accounting, detailing requirement across each release phase of the project
Defined the plan for data cleansing and migration activities for FTM
Ensured current process flows and BPPs accurately reflect solution design of offering end-users an improved, streamlined, effective and efficient to design to perform daily, weekly, monthly and quarter, and end of year activities.
Promoted "Day 1" deployment goals.
Conducted and guided training to finance and accounting end users focusing on: cost accounting, project accounting, accounts payables, accounts receivables, GL management, chart of accounts, period end close closing cockpit, bank reconciliation, trial balancing, intercompany balancing consolidation ad data reconciliation, financial statements, planning, budgeting, and forecasting, financial performance reporting, Internal Controls(segregation of duties governance, audits and accounting controls, asset management, procure to pay, order to cash, Interfaces (Workday, Concur, and Citibank) and IRIS reporting
Coordinated the development of functional requirements for defined scope, propose solutions using out-of-the box functionality , and responsibly promote design solution progression through: design, development, testing, deployment and support phases
Offered critical recommendations to process owner regarding best practice approach to achieve process improvements by identifying, quantifying and prioritizing continuous improvement opportunities
Continuously reviewed current "as is" process flow in effort to identify potential gaps to mitigate the future, "to be" state risks.
Created, validated and executed test scripts, and E2E scenarios for FTM
Lead the development and delivery of Training Plan for Finance and accounting as well as conduct training to end users.
Provided expert business support during UAT phase
Promoted business priority for test coverage, defect management, issue resolution
Evaluated and assessed reports and KPIs requirements for defined scope, build, test phrases.
Manage scope according to approved scope statement
Maintained primary responsibility for resolving team-related issues and escalating issue to Global Process Owner, and monitor and manage open issues.
Explained complex scenarios in a simplicity fashion to promote people working well better together
Trained end users on new systems to ensure smooth transition periods following ERP implementations, reducing user frustration and increasing productivity.
Facilitated knowledge transfer between technical teams and end users through clear documentation of system features, functionalities, and best practices.
Increased efficiency of existing ERP systems through ongoing monitoring, maintenance, troubleshooting, and performance tuning efforts.
Built strong rapport with clients throughout the entire project lifecycle to foster trust in the successful execution of ERP solutions.
Communicated project updates to stakeholders at all levels.
Monitored and tracked project progress to support timely completion.
Partnered with project team members to identify and quickly address problems.
Process Design Closing & Controls-Record to Report
Phillips 66-Impellam NA
04.2019 - 05.2020
Integral Partner of Phillips 66 ERP transformation SAP integration Team- AE66
Partnered with Internal Business Stakeholders to understand current R/3 processes to create new processes for S/4 for Functional Design.
Upon gathering and obtaining input on current process design, developed draft for S/4 to be business process design
Responsible for providing required ERP security access T-Code landscape per role for S/4 opposed to per user in R/3
Organized and Managed Core Fiance Design session workshops for SAP S/4 HANA
Reconciled S/4 FERC (Federal Energy Regulatory Commission) Ledger to R/3 FERC Ledger by legal entity
Managed System Integration Testing cycles 1 and 2, User Acceptance Testing for HVC Release 1 Go-live; Asset Management Release 1; Blackline Release 1 Go-Live, Regression Testing
Created Testing Catalogue Templates, facilitated learning shares for users to become abreast of templates
Wrote testing scripts for Blackline Testing for North America & International testing cycles
Coordinated with Testing Team to get testing scripts uploaded in ALM
Performed system testing for SAP S/4 Hana, SAP Fiori, and SAP Analysis for Office.
Performed Testing Tracing
Performed Defect Resolution Management
Supported Hypercare Post Go-Live for HVC Release 1 for month end and quarter close
Provided meaningful and timely validation analysis for Asset Management Go-live
Oil & Gas HQ Americas Lead Treasury Analyst
General Electric
Jan 2015 - Jul 2017
Served as Americas Treasury Advisor
Managed Oil &Gas Americas FX portfolio
Recommended contract structures to manage FX risk impact
Determined hedge strategy
Prepared and maintained regional deal management pipeline landscape at ITO stage
Identified risk triggers (E.g Embedded derivative) and monitored / assessed impacts (e.g. to CM, OP and accounting model application for underlying contract that generates exposure)
Defined risk thresholds and recommended commercial operational & hedge strategies to mitigate FX impact with O&G OTR Finance teams
Performed FX exposure risk management monitoring
Managed buy & sell side exposures for projects
Managed balance sheet exposures
Managed flow exposures (PO , SO & forecasted future cash flows)
Managed and reported Embedded derivative exposures
Managed and re-balanced financial hedging.
Reported P&L estimation defining the funding structure for LE's which included partnership with local finance and tax mangers to determine financing strategies & execution plans
Identified opportunities to improve efficiency
Cost Analyst
General Electric
01.2015 - 01.2016
Compiled and analyzed financial information and trends for assigned organization and communicated results and recommendations to Senior Management
Developed and maintained processes/reports to track key business metrics, analyzed and interpreted data
Gathered Data and input long-range and annual planning processes for groups
Managed performance analysis vs. plan, estimates and prior year
Summarized and presented this financial data to senior managements as well as made recommendations based on data
Drove enhancement of policies, procedures and business practices that improve efficiency within the function and the business
Managed annual planning and periodic forecasting cycles
Drove enhancement of procedures and business practices that improve efficiency within the function and the business
Acted as a consultant to help the business partners understand the financial impact of their business decisions, provided value added alternatives with accompanying analytics
Identified, drove and measured cost reductions and efficiency gains
Collaborated with operations personnel to measure Key Performance Indicators
Liaison with Controllership to ensure financial data quality
Conducted ad hoc analyses as required
Worked with FP&A team members and business partners to ensure that projected financial plans are accurate and current
Provided meaningful base cost financial analysis globally for the RLS business segment
Maintained critical base cost files for the RLS globally and for HQ
Managed and approved RLS HR costing within HRDM
Aligned employees to correct cost centers
Provided bullet train analysis with commentary linking operational drivers to financial results
Continuously identified cost out opportunities
Provided analytics for cost reviews senior management and CFO
Assisted with costing re-bills
Developed new / improve existing FP&A processes to promote standardization and process improvements to capture more effective ways to respond to senior management
Determined and prepared monthly accruals
Prepared monthly journal entries
Sr. Financial Analyst
Lufkin Industries, General Electric
01.2013 - 01.2015
Overall accountability for planning and directing the strategic and long-range goals for NA Operations.
Managed organizational reviews to identify strengths and weaknesses and to evaluate operational effectiveness.
Made recommendations based on emerging trends, opportunities and competitive threat.
Drove internal business process improvement.
Responsible for strategic communications with
Performed P&L forecasting, actual results vs. planned analysis with commentary
Advised business leaders with meaningful and informative results
Strategic partner and adviser to North America Oilfield GM
Served as principal commercial finance advisor for NAM commercial leadership and their direct report
Managed NAM P&Ls and performed all consolidation for NAM
Collaborated with local finance teams to drive corporate and leadership initiatives
Responsible for reporting and planning for NAM in conjunction with the appropriate finance teams within NAM
Demonstrated ability to drive initiatives to completions, and the ability to update senior leadership on all job-related issues/projects
Recognized critical business needs and determined appropriate course of action while remaining aligned to overall strategic vision
Demonstrated analytical and critical thinking abilities
Fostered the ability to develop hypothesis and prove or disprove ideas via modelling or statistically valid testing procedures
Ability to manage stakeholders at all levels of the organization and to work independently as well as in a team environment
Strong base of analytical skills to assess, interpret and translate data sources into actionable insights
Strong interpersonal and communication skills
Managed NAM pipeline and promoted commercial intensity
Participated in weekly QMI's
Participated in reviews with CFO of business, CFO, and GM,
Coordinated SII, OP for NAM-
Managed reconciliations efforts for North America
Advisor for NAM commercial team deal management efforts.
Financial and business decision support to North America Oil Field General Manager and Commercial Managers, and Sales Managers
Provided guidance and support for the coordination of the annual Operating Business Plan
Fully supported SAP implementation
Leverage BI reports tools to help identify and drive implementation of business performance improvement opportunities in reporting & analysis
Adopted best practices
Mindfully practiced a continuous improvement (CI) mindset to mitigate financial risk and exposure
Performed special projects & ad-hoc business requests
Worked with local site finance to coordinate, consolidate, analyze, and report actual results to business plan
Managed the salesforce platform adaptation, and mitigation
Enhanced financial data integrity and streamlined communication of key metrics by simplifying reporting processes.
Successfully implemented new technologies and process automations to encourage continuous improvement.
Provided expert analysis of financial forecasts.
Critically reviewed and assessed projections and business model.
Excel guru with and expert level usage of formulas and pivot tables
Facilitated the gathering and consolidation of input to, SII, OP & Blueprint processes for NAM
Provided performance analysis vs. plan, estimates and prior year
Detailed P&L analysis, including base cost, utilization and absorption reviews
Managed intra and inter company rebilling bookings
Managed monthly and quarterly financial statements roll ups and P&L closing packages
Oversaw timely invoicing, cash forecasting, collections and reporting
Performed project reviews with project managers
Prepared monthly FR1 / FR3 project status summaries
Monitored compliance revenue recognition policies
Reported orders booking, backlog and movements
Supported external audit, tax and treasury reporting and compliance requirements for all legal entities and branches
Supported business controllership to ensure that there is complete ownership by the region, whilst identifying potential gaps and solutions
Drove simplification and digitization, where applicable. Reduce cycle times, reworks and manual activities, whilst instigating controls. Support business initiatives and cross functional projects
Compiled management reports and analyses for a given financial topics.
Compiled the consolidated financial statement variance analysis for the global organization.
Reviewed submissions to ensure there are sufficient rigor in the analyses and explanations and follow up with various Finance groups when necessary
Designed and maintain dynamic models/templates to calculate key business performance drivers for variance analysis and internal reporting needs.
Ensured the integrity of reports and analyses, including understanding and researching discrepancies for business key metrics, reconciling to underlying financial data and systems
Curated dashboards for Commercial Teams & Executives and Leadership
Designed and maintained dynamic models/templates to calculate key business performance drivers for variance analysis and internal reporting needs
Coordinated with the respective FP&A segment controlling and Finance groups to ensure the timely receipt of deliverables and data quality, and track KPIs as it relates to the forecasting and management reporting processes
Annual budget and LRP support
Assisted in ad-hoc requests, such as evaluating new benchmarks, key metrics, and changes in regulations
Maintained and improved the global forecasting and management reporting schedule
Determined required quarterly accruals
Financial Analyst
ConocoPhillips-Lubricant Business
01.2006 - 01.2010
Coordinated, prepared, analyzed and report Cash & Earnings.
Responsible for all aspects of sales reporting for the Lubricant Business Segment.
Ensured the processed sales were accurate and reasonable.
Prepared and reported intercompany accounting entries, foreign tax credits and financial accruals.
Reviewed and interpreted sales contracts for internal controls compliance.
Implemented new and changed financial business procedures to internal and external business partners.
Consulted and reviewed projected economic evaluations.
Prepared weekly Sales MTD and YTD sales analysis and summaries with commentary.
Prepared detailed volume and revenue sales data for industry benchmark studies (Palms and Kline Studies).
Provided annual Tax and Government Reporting relevant to Lubricants.
Developed algorithms to compute liabilities.
Managed large historical data sets an scrubbed data to identify inaccuracies and anomalies
Advised the business on cost controls and revenue enhancements, and conduct financial training.
Worked with treasury on accounts receivables collections.
Performed special projects as needed.
Prepared quarterly and annual sales reporting.
Curated, managed and maintained dashboards
Prepared and distributed the Lubricant Financial Operating budget books.
Assisted in the LRP budgeting reporting process.
Participated in the monthly and quarterly financial closing process.
Developed operating margin reports from business warehouse.
Curated customized dashboards for commercial leadership, management, and team
Practiced Sarbanes-Oxley guidelines.
Marketing Service Representative & SAP Super User
Lyondell Chemicals-International Polymers Export
Jan 1999 - Feb 2006
Provided effective and efficient quality expertise to internal and external business partners.
Served as the focal point for internal & external customer issues
Managed the order entry and acceptance process .
Maintained Sarbanes-Oxley Standards and internal Audit Controls.
Engaged in internal sales solicitation to meet projected targets
Maintained effective communication between sales, marketing, operations, and transportation to provide resolution and support to internal and external business partners.
Responded to internal pricing, product available, logistic and supply and demand inquires
Assisted internal and external business partners logistically track marine and rail freight cargo
Effectively communicated shipping schedules and details to business partners.
Consistently exercise and engaged in best business practices and work ethics.
Provided support to Sales, Sales Managers and Marketing Managers.
Developed and maintained positive, open communication channels to continuously seek opportunities to improve and/or enhance working relationships with internal partners
Engaged in dialog to promote ERP performance improvements and enhancements.
Maintained an informative knowledge base of polymers products and applications.
Provided proactive business approach to internal and external business partners regarding customer issues to help forecast anticipated needs .
Maintained constant awareness of inventory activities and production schedules.
Managed, maintained, and monitored customer forecasts.
Responsibly verified sales forecast and projected and demand during order acceptance.
Monitored customer products volumes based on contractual agreements and/or product allocation allowances.
Participated on SAP improvements and Enhancement Teams.
Worked on Special Internal Projects.
Continuously and effectively administered marketing and business policies as related to order acceptance.
Adhered to lead time requirements inventory controls, material allocation guidelines, consignments, and pricing policies.
Identified, developed and implemented effective business opportunities.
Demonstrated leadership for the Export Team.
Maintained an excellent understanding of SAP Sales and Distribution modules for the accurate use of business transactions, report generation, and price maintenance.
Effectively complied with international export practices and compliances to ensure the successful delivery of exported goods.
Coordinated and collaborated with external freight forwarder to ensure all necessary documentation was accurately disseminated.
Managed internal E-Commerce operating system as an alternative and innovative means of conducting business.
Managed the SIR (Service Improvement Request) as it related to customer issues, complaints, claims, and quality concerns.
Provided global support utilizing operational knowledge and expertise to drive the effectiveness of business processes and SAP utilization.
Developed internal processes and procedures to cultivate best practices.
Educated and informed collegues.
Encouraged and promoted system and process ownership.
Drove transactional excellence.
Facilitated change management.
Promoted SAP system utilization.
Conduct SAP trainings
Performed front line user support and troubleshot errors to determine the nature of system errors.
Monitored transactions for consistency and accuracy
Effectively developed business processes.
Recommended system and process improvements opportunities.
Forecasted, conducted and lead training efforts.
Superuser for SAP and E-Commerce Systems
Managed, coordinated, and participated in system tests.
Served as mentor.
Education
Doctor of Education - Organizational Leadership
Abilene Christian University
Abilene, TX
08-2027
MBA -
Texas A&M University - Commerce
Commerce, TX
12-2012
M.I.S. Master's of Interdisciplinary Studies -
Stephen F. Austin University
Nacogdoches, TX
12-1999
B.B.A - Finance
Sam Houston State University
Huntsville, TX
05-1996
Skills
Advanced financial analysis & modeling
Expert SalesForce Super User with system migration experience
Operational Resilience
Self-Starter/Operational Excellence Striver
Change Management Driver
Oracle
Strategic Forward Thinker
Closing process facilitation
SAP S/4 HANA
SAP Analysis for Office
Proven Decision Maker
Effective Communicator
Proficient BPC user
qTest
Expert Super User: SAP ECC, SAP S/4 HANA, SAP Fiori, SAP Analysis for Office, BPC, and Business Warehouse (Intelligence) IRIS reporting, Concur
Result Oriented
Pivot Table Guru
Microsoft Office Suite(Excel, Access, Powerpoint, Word)
Project Management
Business Analyst
ERP Implementation
Timeline
ERP S/4 HANA Consultant-Solution Assurance
Robert Half-Conocophillips
12.2022 - Current
ERP Project Manager-SAP Track Lead
Robert Half Finance & Accounting-Air Liquide
08.2021 - 12.2022
Process Design Closing & Controls-Record to Report
Phillips 66-Impellam NA
04.2019 - 05.2020
Cost Analyst
General Electric
01.2015 - 01.2016
Sr. Financial Analyst
Lufkin Industries, General Electric
01.2013 - 01.2015
Financial Analyst
ConocoPhillips-Lubricant Business
01.2006 - 01.2010
Oil & Gas HQ Americas Lead Treasury Analyst
General Electric
Jan 2015 - Jul 2017
Marketing Service Representative & SAP Super User
Lyondell Chemicals-International Polymers Export
Jan 1999 - Feb 2006
Doctor of Education - Organizational Leadership
Abilene Christian University
MBA -
Texas A&M University - Commerce
M.I.S. Master's of Interdisciplinary Studies -
Stephen F. Austin University
B.B.A - Finance
Sam Houston State University
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