Financial Consultant
Denham Capital
Keywords
Skills
Experienced BI/EPM implementation consultant, with deep background integrating corporate financial planning and analysis applications (FP&A), especially using SAP BPC (Business Planning & Consolidation), SAP Analytics Cloud, and #Tableau. Avail. for projects or contracts, either FT or PT, and either on-site 100% or remote/WFH with SAP or related financial reporting/modeling systems.
SAP BPC (similar to Oracle Smart View/Hyperion Essbase), has a significant history as a main go-to application for FP&A, collaborative budgeting and management of pro forma financial reports.
Excel Expert | Financial Modeling & Valuation Analyst (FMVA®)
https://lnkd.in/eCigBSrF
Certified Consultant - SAP Analytics Cloud
https://lnkd.in/dRfebzK
Continuing Ed.: SAP Analytics Cloud for Planning - Advanced Topics (12/21)
https://lnkd.in/dmvAnb7i
SAP BPC (similar to Oracle Smart View/Hyperion Essbase), has a significant history as a main go-to application for FP&A, collaborative budgeting and management of pro forma financial reports.
Excel Expert | Financial Modeling & Valuation Analyst (FMVA®)
https://lnkd.in/eCigBSrF
Certified Consultant - SAP Analytics Cloud
https://lnkd.in/dRfebzK
Continuing Ed.: SAP Analytics Cloud for Planning - Advanced Topics (12/21)
https://lnkd.in/dmvAnb7i
Project history
09/2021
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10/2021
11/2020
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09/2021
FT Grad Student - Business Analytics Program
Harvard Business School
01/2013
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12/2020
Real Estate Investor / Freelance CPA
Self-employment
* 2013 to 2018 - Freelance CPA & Updated Skills: Latest MS Office, MS Power BI, Tableau, QlikView, and SQL Server/Azure Data Warehouse.
07/2020
-
10/2020
SAP BPC Functional Consultant (FP&A)
CareerBuilder.com
05/2018
-
03/2019
SAP BPC Functional Consultant (FP&A)
Tyson Foods
10/2011
-
03/2013
Sr. Associate - Advisory
PricewaterhouseCoopers, LLP
(Auditing, taxes and law, >10.000 employees)
Financial planning (FP&A) software implementations with SAP BPC v. 7.5 BW Netweaver ("Standard")
* Led two (2) end-to-end roll-outs for building financial reporting applications using master data from SAP BW and BEx Queries.
* Developed extensive script logic coding for product cost & overhead allocations, variance analysis checks, and performance optimization.
* Developed Excel-based BPC reports and input forms (EPM Add-in), to match BEx Queries, SAP FI/CO financials, budgets, and forecasts.
* Conducted in-person training sessions for users on administration, reporting, and security processes.
* Major Clients: US Bank (Minneapolis, MN - 4 months), John Deere (Moline, IA - 13 months)
* Led two (2) end-to-end roll-outs for building financial reporting applications using master data from SAP BW and BEx Queries.
* Developed extensive script logic coding for product cost & overhead allocations, variance analysis checks, and performance optimization.
* Developed Excel-based BPC reports and input forms (EPM Add-in), to match BEx Queries, SAP FI/CO financials, budgets, and forecasts.
* Conducted in-person training sessions for users on administration, reporting, and security processes.
* Major Clients: US Bank (Minneapolis, MN - 4 months), John Deere (Moline, IA - 13 months)
05/2009
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10/2011
Managing Consultant
HCL Tech - SAP Practice
Financial planning (FP&A) software implementations with SAP BPC v. 7.0 MS SQL to 7.5 BW Netweaver ("Standard")
* Led four (4) end-to-end roll-outs. Conducted in-person training sessions for users on administration, reporting, and security processes.
* Built financial reporting, management consolidation, and sales planning applications using master data from SAP BW and BEx Queries.
* Transformed and loaded transaction records with BPC Data Manager packages (MS SQL) or process chains (SAP Netweaver).
* Led client-facing design sessions. Prepared resulting design documents and small team-based project plans to deliver on specifications.
* Developed 100+ Excel-based BPC reports and 50+ input forms (EVSND/EVDRE), to match SAP FI/CO financials, budgets, and forecasts.
* Built inter-company elimination and currency conversion application using BPC script logic.
* Major Clients: AMD (Austin, TX - 6 months), Norfolk Southern (Roanoke, VA & Norfolk, VA - 12 months)
* Led four (4) end-to-end roll-outs. Conducted in-person training sessions for users on administration, reporting, and security processes.
* Built financial reporting, management consolidation, and sales planning applications using master data from SAP BW and BEx Queries.
* Transformed and loaded transaction records with BPC Data Manager packages (MS SQL) or process chains (SAP Netweaver).
* Led client-facing design sessions. Prepared resulting design documents and small team-based project plans to deliver on specifications.
* Developed 100+ Excel-based BPC reports and 50+ input forms (EVSND/EVDRE), to match SAP FI/CO financials, budgets, and forecasts.
* Built inter-company elimination and currency conversion application using BPC script logic.
* Major Clients: AMD (Austin, TX - 6 months), Norfolk Southern (Roanoke, VA & Norfolk, VA - 12 months)
06/2008
-
12/2008
Lead Consultant
Global Analytics
Financial planning (FP&A and S&OP) software implementations with SAP BPC v. 5.0 MS SQL to 7.5 BW Netweaver ("Standard")
* Led two (2) end-to-end roll-outs. Conducted in-person training sessions for users on administration, reporting, and security processes.
* Built two (2) financial reporting, and three (3) operational planning (S&OP) applications using master data from SAP BW and BEx Queries.
* Led client-facing design sessions. Prepared resulting design documents and small team-based project plans to deliver on specifications.
* Developed 20+ Excel-based BPC reports and 10+ input forms, to match Crystal Reports - SAP FI/CO financials, budgets, and forecasts.
* Major Clients: Advanced Energy (Ft. Collins, CO - 3 months), Oxbow Carbon (W. Palm Bch., FL - 3 months)
* Led two (2) end-to-end roll-outs. Conducted in-person training sessions for users on administration, reporting, and security processes.
* Built two (2) financial reporting, and three (3) operational planning (S&OP) applications using master data from SAP BW and BEx Queries.
* Led client-facing design sessions. Prepared resulting design documents and small team-based project plans to deliver on specifications.
* Developed 20+ Excel-based BPC reports and 10+ input forms, to match Crystal Reports - SAP FI/CO financials, budgets, and forecasts.
* Major Clients: Advanced Energy (Ft. Collins, CO - 3 months), Oxbow Carbon (W. Palm Bch., FL - 3 months)
05/2006
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06/2008
Senior Consultant - BPC / OutlookSoft
The Glenture Group
Financial planning (FP&A) software implementations with SAP BPC v. 4.1 MS SQL to 7.0 BW Netweaver ("Standard")
* Led two (2) end-to-end roll-outs. Conducted in-person training sessions for users on administration, reporting, and security processes.
* Built many financial reporting and sales planning applications using master data from SAP BW and BEx Queries.
* Led client-facing design sessions. Prepared resulting design documents and small team-based project plans to deliver on specifications.
* Developed script logic coding for allocations (SQL/MDX). Performed migration testing for application upgrades.
* OutlookSoft Certified Application Consultant v. 5.0 Level I (Jun. 2006), and v. 5.0 Level II (Apr. 2007)
Major Clients: Affiliated Managers Group (Beverly, MA - 7 months), The MacArthur Foundation (Chicago, IL - 6 months)
(Note: An Oracle SmartView/Hyperion Essbase competitor, OutlookSoft was acquired and re-branded as SAP BPC in 2007)
* Led two (2) end-to-end roll-outs. Conducted in-person training sessions for users on administration, reporting, and security processes.
* Built many financial reporting and sales planning applications using master data from SAP BW and BEx Queries.
* Led client-facing design sessions. Prepared resulting design documents and small team-based project plans to deliver on specifications.
* Developed script logic coding for allocations (SQL/MDX). Performed migration testing for application upgrades.
* OutlookSoft Certified Application Consultant v. 5.0 Level I (Jun. 2006), and v. 5.0 Level II (Apr. 2007)
Major Clients: Affiliated Managers Group (Beverly, MA - 7 months), The MacArthur Foundation (Chicago, IL - 6 months)
(Note: An Oracle SmartView/Hyperion Essbase competitor, OutlookSoft was acquired and re-branded as SAP BPC in 2007)
01/2003
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12/2004
Financial Analyst - SAP FI/CO
Werther's Original
Local Availability
Only available in these countries:
USA
Current location in South Florida, but able to adjust for any time zone.
Available to travel, as needed (can provide rate inclusive of travel expenses). Previous project experience across North America, but have traveled broadly, due to family members in the EU.
Available to travel, as needed (can provide rate inclusive of travel expenses). Previous project experience across North America, but have traveled broadly, due to family members in the EU.
