Yousef Saead
Orlando,FL
Summary
As a Finance Technology Consultant, Yousef helps his clients automate their finance function with modern budgeting and forecasting solutions enabling the organization to focus more on decision making and less on data wrangling, manual interventions and data validations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Manager
Ernst & Young Consulting
12.2024 - Current
- Established robust metadata governance and automated upstream-to-downstream change management processes, ensuring consistent structures, reduced maintenance effort, and improved reliability across integrated finance systems.
- Increased a client's forecasting frequency from quarterly to monthly by automating data management sequences, enabling faster insights, improved agility, and more proactive decision-making across the finance organization.
- Reduced a client's month-end close from 15 days to 5 days by automating foreign currency translations, intercompany eliminations, and journal entry processes, while standardizing financial reporting and enabling on-demand analysis through a modern EPM solution.
Manager
PricewaterhouseCoopers LLP
10.2020 - 07.2024
- Led and managed a cross-functional team to implement a financial consolidations solution for a medical devices company, overseeing the full lifecycle from requirements and design through testing, deployment, and post–go-live support.
- Designed and developed a flexible OneStream XF overhead cost allocation dashboard that automated allocations to business units while enabling configurable inputs to support evolving cost structures and business requirements.
- Planned, coordinated, and executed downstream data loading efforts from ERP to the EPM suite following GL conversions, identifying reporting rollout issues and resolving base-level data discrepancies to ensure accurate and dependable financial outputs.
- Managed financial consolidations project engagements leveraging both OneStream XF and Oracle FCCS, applying agile and waterfall methodologies to deliver end-to-end implementations from design and requirements through post-implementation support.
Sr. Associate
Grant Thornton
09.2019 - 10.2020
- Led Financial Planning and Budgeting Cloud Service (PBCS) project implementation from origination to post-implementation support for the office of the CFO.
- Managed and developed application workstreams related to the development of financial models including but not limited to cost allocations, revenue and expense forecasting using Oracle's calculation scripting language, Groovy and MDX (Multidimensional query language).
- Led client training sessions about Essbase dimension architecture, data management, SmartView input forms, financial planning and forecasting methods, automation, dashboarding, application security, and building financial models.
- Developed Cube Views on OneStream XF for reporting purposes and attended OneStream Application Build for Consultants and OneStream Reporting level 2 training courses.
- Led data integration and metadata automation utilizing the EPM automate utility and batch scripting.
Associate Consultant
Huron Consulting Group
09.2018 - 09.2019
- Developed financial reports and what-if scenarios on revenue and expense accounts to determine pro-forma financial statement impact on NPV.
- Aided in performing a 250-user lift-and-shift from on-premises Hyperion financial planning and budgeting to the cloud PBCS (Planning and budgeting Cloud Service).
- Created functional business processes around technical requirements and utilized post-implementation support to streamline user acceptance of new financial planning and budgeting application.
- Developed and presented a wide variety of demos for Oracle Hyperion PBCS technologies for both internal and external client demo use.
- Led data validation efforts by analyzing variances between source and target systems using Oracle's SmartView add-on.
Analyst & Associate
AccelAlpha
05.2015 - 09.2018
- Specializing in Oracle Financial Planning and Analysis projects delivering in the range of $5M while helping in recruiting and training efforts to establish the EPM practice at KPI (known today as AccelAlpha).
- Aided in the technical efforts in data management, cube architecture, financial reporting and calculation scripting to deliver quality solutions and 100% satisfaction for all his clients.
Education
BS - Finance and Informatics
Indiana University - Kelley School of business
Bloomington, IN01.2015
Skills
- Computer: Postman, VBNet, JavaScript, MDX, SQL and Essbase calculation scripting
- Certifications: PMP, CMA, OneStream Implementation Foundations, Oracle EPBCS Essbase, passed CFA L1
- Interests: Fitness, Cryptocurrency, Investing, Basketball, Algorithmic trading
Certification
- OneStream Certified Associate - Implementation Foundations, 2023. OneStream Software
- OneStream Architecture: Designing an Application, 2023. OneStream Software
- Project Management Professional (PMP), 2020. Project Management Institute
- Certified Management Accountant (CMA), 2020. Institute of Management Accountants
- Certified Financial Analyst (CFA) L1, 2019. CFA Institute
- Oracle Enterprise Financial Planning and Budgeting Cloud Service Implementation Specialist, 2017. Oracle
Languages
Arabic
Native or Bilingual
Timeline
Manager
Ernst & Young Consulting
12.2024 - Current
Manager
PricewaterhouseCoopers LLP
10.2020 - 07.2024
Sr. Associate
Grant Thornton
09.2019 - 10.2020
Associate Consultant
Huron Consulting Group
09.2018 - 09.2019
Analyst & Associate
AccelAlpha
05.2015 - 09.2018
BS - Finance and Informatics
Indiana University - Kelley School of business