Financial Planning Analyst Experience: 15+ Education: Masters in Business Administration Location: Atlanta, GA Salary: $95K

An accomplished Senior Finance and ERP professional known as one who gets things done. Extensive experience using and implementing Oracle 11i, R12, Microsoft Dynamics and Sage X3.  A career that includes more than 15 years of experience in Accounting and Corporate Finance including a Director-level role with responsibility for full cycle accounting, preparation of financial statements, budgeting, forecasting, and the year-end financial audit.

Long Description

An accomplished Senior Finance and ERP professional known as one who gets things done. Extensive experience using and implementing Oracle 11i, R12, Microsoft Dynamics and Sage X3.  A career that includes more than 15 years of experience in Accounting and Corporate Finance including a Director-level role with responsibility for full cycle accounting, preparation of financial statements, budgeting, forecasting, and the year-end financial audit.
  • NetSuite 
  • Adaptive Planning and Discovery
  • Oracle R12 and 11i 
  • Sage X3
  • Financial Accounting 
  • Financial Planning & Analysis 
  • Financial and Management Reporting
  • Salesforce CRM 
  • OBIEE 
  • Hyperion Financial Management
Sage X3 ERP Finance Functional Consultant2016 to Present

  • Responsible for documenting client business requirements prior to implementation
  • Reviewed the clients existing business and accounting processes and identified gaps that may require a customization to the X3 application
  • Developed the financial portion of the Detail Solution Design document
  • Setup and configured the application based on information captured during the Requirements Phase to support transaction processing
  • Provided X3 basic Navigation and Application Usage training to various clients
  • Used Sage’s Business Intelligence tool, Sage Intelligence to develop Financial Statements for various clients.
Finance and Accounting Consultant2015 to 2016

  • Provided financial and accounting support related to the acquisition of PACE, a UK-based company
  • Assisted the client with the integration of its Chart of Accounts and the reporting transition from TM1 Cognos to Oracle HFM. This included developing a consolidating Income Statements and Balance Sheets
  • Used Tableau to provide management with data visualizations related to cost reductions, synergy analysis, and Human Resource data analytics due to the acquisition
  • Worked with the Consolidations team on numerous other projects related to the acquisition, including utilizing OBIEE to create various reports for analysis
Financial Planning and Analysis Consultant2013 to 2015
Twenty Eighty formerly Miller Heiman Inc.: (Denver, CO)

  • Provided the client with FP&A support including the migration to NetSuite and the implementation of Adaptive Insights, a planning, reporting, and forecasting tool and Adaptive Discovery, a data visualization tool
  • Assisted with the build-out and implementation of the Salesforce customer relationship database. This project migrated the customer databases of seven different companies into one Master Customer list
US Security Associates: (Alpharetta, GA)
  • Assisted with the implementation of Adaptive Insights for budgeting, forecasting and reporting. Developed numerous management and financial reports within Adaptive
  • Lead the development and data collection of the organizations KPI’s
Aquilex HydroChem: (Houston, TX)
  • Worked with the Accounting Team to map and integrate the General Ledgers of two acquisitions into the HydroChem books
  • Created Elimination Companies and drafted elimination entries for Intercompany transactions Developed and published the following period-to-date and quarter-to-date reports utilizing the Financial Statement Generator within Oracle R12
  • Served as additional support during the client’s year-end audit
SP Fiber Technologies: (Dublin, GA)
  • Assumed responsibility for the client’s 13-week cash flow forecast. Used Microsoft Access to automate the forecasting process
  • Reviewed and ensured the accuracy of Treasury-related inputs (i.e.  actual receipts, wire payments, payroll, etc.) and data imports from Microsoft Dynamics
  • Developed management reports to retrieve disbursement data, inventory data, accounts receivable and sales data
  • Reviewed and ensured the accuracy of Treasury-related  inputs  (i.e.  actual receipts, wire payments, payroll, etc.) and data imports from Microsoft Dynamics
BowlMor AMF Bowling (Owned by Cerberus Capital Management): (Richmond, VA)
  • Developed the Board of Directors Monthly Reporting Package.
  • The package included the monthly and year-to-date Profit & Loss, Cash Flow, Balance Sheet statements and Free Cash Flow and Capital Expenditure schedules.
  • Used waterfalls to bridge and illustrate year-over-year changes and budget-to-actual variances.
  • Developed the 5-year forecasting model used as a part of the asset valuation of the company. Developed numerous key performance metrics that management used to access performance. Led an accounting initiative which included the use of JD Edwards to recast and combine the general ledger activity of Bowlmor and AMF into the newly formed entity.
CITY OF ATLANTA [Department of Watershed Management]Atlanta, Georgia
Deputy Commissioner of Financial Administration (Controller)                                     2007 to 2012
  • Supervised 12-15 Directors and Senior Managers and a staff of 219 FTEs with direct responsibility for all day-to-day finance and accounting functions within the Watershed Management Department. Developed and implemented strategies to ensure accurate and timely month-end close, budget management, forecast, management reporting, external reporting, and general accounting.
Senior Financial Consultant (Engagements listed below)                                                 2005 to 2007
Worked on multiple projects providing key financial analysis and advice on critical financial projects. Sample projects:
HealthSouth: (Birmingham, AL)
  • Participated in testing of the internal cash controls in accordance with established guidelines
  • Completed multi-site facility bank reconciliations; researched journal entries using PeopleSoft
AT&T: (Redmond, WA)
  • Assisted with due diligence related to the potential sale of towers within certain markets
Dura Automotive: (Troy, MI)
  • Served as the financial liaison to assist Alix Partners with analytics associated with vendor payments as a part of a corporate bankruptcy filing. Tracked post-petition payments
  • Developed an Access database for Alix Partners to track vendor receivables and related settlements
Project Consultant, Centers for Disease Control                                                               2003 to 2005
  • Directed an $85 million project with a staff of 4 Consultants. Led the development and execution of the annual budget for the Agency for Toxic Substances and Disease Registry and for the Division of Laboratory Sciences
  • Maintained all aspects of the budget tracking system (IRIS)
  • Developed a monthly reporting package for NCEH/ATSDR Senior Management
  • Used internal systems, including ICE, MACCS, and TOPS to research commitments and obligations
Senior Revenue Analyst                                                                                                      2001 to 2003
  • Prepared forecasts for $58 million cellular phone sales revenue for the Cingular National Retail Unit (big box retailers: e.g., Wal-Mart, Circuit City and Staples). Documented the accounts receivable and returns process flows and recommended improvements to management
  • Assisted with the implementation of Oracle 11i Financials (i.e. Order Entry, A/R, and A/P). Prepared reports for monthly sales revenue by distribution channel and phone type
  • Created an Access database to house customer sales information, market data, product data, and historical sales data
  • Defined and wrote the business requirements to capture billing, cash receipts, adjustments, and aging detail data using Oracle 11i
Completed Accounting Requirements for the CPA Examination2008
CLARK-ATLANTA UNIVERSITY (Graduate School of Business)Atlanta, Georgia
Master of Business Administration, Finance1990
VIRGINIA TECH UNIVERSITY (R.B. Pamplin School of Business)Blacksburg, Virginia
Bachelor of Science, Management Science1988
Technology Association of Georgi