LEADERSHIP, EXPERIENCE & CREATIVITY
Across the Finance & Technology Landscape
LEAD WORKDAY FINANCE CONSULTANT
April 2019 - Current
Workday Finance Cross Functional Lead and Revenue Specialist. Drive programs to facilitate optimal design and deployment standards. Coordinate the development of integrated methodologies between the HCM and Financial teams so that client engagements design to a full enterprise vision.
Revenue, Projects, Contracts and PSA Specialist. Recognized leader in the Workday ecosystem in designing, deploying and optimizing solutions for clients.
SENIOR WORKDAY FINANCE CONSULTANT (CERTIFIED)
COLLABORATIVE SOLUTIONS, LLC
March 2015 - April 2019
Lead Workday consultant on multiple client engagements. Key areas of focus have been Revenue/Customer Accounts, Projects & Professional Services Automation (PSA) and Budgets. Additional areas of expertise include Reporting, FDM and functional alignment with Integrations.
BUSINESS INTELLIGENCE PROJECT MANAGER
April 2012- September 2014
Lead development and implementation of corporate business intelligence solutions using Oracle BI, Hyperion/Essbase and Microsoft SQL Server technologies. Directly responsible for operations of legacy data warehouse environment and deployment of contemporary warehouse solutions purpose built to deliver HR, Financial and Sales Analytics solutions.
INDEPENDENT FINANCIAL SYSTEMS CONSULTANT
January 2005 - December 2011
Lead multiple projects on behalf of CFOs and Controllers. Highlights include:
Project Leader for implementation of Peoplesoft ERP Financial Management. Developed project charter and governance plan. Performed the screening and evaluation of US and India based consultant resources. Identified, defined and documented requirements. Worked with Peoplesoft functional and technical consultants to develop and execute the project plan.
Project Leader to develop and implement a comprehensive BI environment. Leveraged Microsoft’s SQL Server toolsets for ETL, data warehouse repository and OLAP. Implemented used SAP Business Objects Crystal Reports and Web Intelligence XI for front end reporting and analysis. Modeled and Integrated disparate systems and data regarding customers, fulfillment, campaign management
and eMarketing/eBroadcast response metrics. Provided reporting and analytical tools to support customer selection efforts and enabled near real-
time evaluation and decision-making regarding active marketing campaigns.
Project leader for accounting system migration to Microsoft’s Dynamics.
Business Analyst focused on integration of Microsoft Sharepoint with Microsoft.Dynamics ERP solutions.
Key clients during this timeframe included InvestorPlace Media, Aptara and Portal Solutions.
DIRECTOR, CORPORATE INFORMATION SYSTEMS
PHILLIPS INTERNATIONAL, INC.
November 1999- December 2004
Lead the corporate applications team at Phillips, a 1,200 person, $300 million publishing business. Provided strategic guidance and management oversight of all shared corporate applications including finance, HR, sales management, intranet and IT help desk.
INDEPENDENT FINANCE/ACCOUNTING CONSULTANT
1993 - 1999
Worked with various clients in multiple accounting roles ending with leadership responsibilities as interim Controller and Director of Accounting Operations. Early on performed staff accountant activities across the accounting operations spectrum including AP, AR, Assets, GL and Financial Reporting. This broad based and intense exposure has provided a level of ERP transaction knowledge that supports my Top to Bottom, End to End perspective in designing solutions for clients.
Key clients during this timeframe included Phillips International, GE Information Services and Comsat.