director resume example with 14+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Seasoned professional with over 15 years experience leading the implementation of EPM systems. Solutions provide leading practices relative to strategic planning, budgeting, forecasting, and reporting. Proven expertise in all phases of systems lifecycle from business analysis and assessment through implementation and go-live support. Well versed in leading functional teams and interdepartmental projects to transform financial processes and systems. Accomplished professional with twenty years of experience in managing financial planning and analysis organizations and financial system design and implementations. Extensive experience with business process, transformation and management consulting*. Skilled at leading teams to improve effectiveness and optimize technology. * Areas of expertise: Financial Planning & Analysis | Financial Systems | Project Management | Relationship Management | Execution and Delivery | Team Leadership Areas of Strength Finance Transformation * Process Improvement * Accounting & Finance * Budgets & Forecasts * Strategic Business Planning * Change Management * Client Management * Project Management * Staff Training & Development * Project Lifecycle * Application & System Design A planning, budgeting and forecasting application focused on detailed project budgeting. The application included resource planning and capital asset planning. A phase 2 project included a reporting and analysis solution that leveraged the project budgeting application created in phase 1. Additional experience includes leadership roles at Hyperion Software (now Oracle), Deltek Systems, Principal Healthcare, and individual contributor roles at National Rural Electric Cooperative Association (NRECA), and Mutual of Omaha. Skilled Financial Manager adept at increasing work process efficiency and profitability through functional and technical analysis.\Business Analyst versed in data mapping and user acceptance testing, as well as solving complex problems in high-pressure environments. Excels at cultivating, managing and leveraging client relationships.

  • Business process improvement
  • Forecasting and planning
  • Business systems analysis
  • Functional requirements
  • Requirement tracing
  • User acceptance testing
  • Integrated Reporting Information System (IRIS)
  • Budgeting
  • Business requirements matrixes
  • Project management
  • Requirements gathering
  • Scope and project definition
University of Maryland University College (UMUC) College Park, MD Expected in Master of Science : Management Information Systems - GPA : Management Information Systems
University of Nebraska Omaha (UNO) Omaha, NE Expected in Bachelor of Science : Accounting & Finance - GPA : Accounting & Finance
, Expected in Certified Project Manager * Certified Hyperion Planning Specialist : - GPA :

Perficient - Director
Atlanta, GA, 01/2013 - Current
  • Manage client relationships, identify business solutions, and align delivery needs with requirements.
  • Create practice documentation including traceability, requirements and calculation matrices, design document, and status reporting.
  • Manage cross-functional project teams.
  • Establish project budget, timeline, schedule, and resource needs.
  • Identify and define global financial leading practice.
  • Business Development: Assist Sales team with request for proposals (RFPs), requirements definition, and statement of work (SOW).
  • Manage business relationship with clients, identifying business solutions, and aligning delivery needs with a client's financial requirements.
  • Secured add-on business valued at $2 million.
  • Lead for healthcare industry demo design and presentation.
  • Personnel Management: Responsible for staff development, mentoring and coaching.
  • Recruit and interview candidates, as well as, design interview assessment form used across the practice.
  • Co-lead the development of onboarding processes and documentation.
  • Serve as SME for Hyperion Planning and related tools.
  • Representative Projects: Application Assessment: An independent assessment of current application design and functionality.
  • The assessment included an evaluation of master data, calculations, reporting, and system processes.
  • The client was provided short-term, mid-term, and long-term recommendations.
  • A project scope was presented to address the short-term and mid-term recommendations.
  • Direct Program Cost Build-up Model: A budgeting and forecasting solution that focuses on key salient and detailed program cost buildup.
  • The model collects and reports inception-to-date (historical) data, as well as, streamlines, standardizes and organizes the planning processes.
  • It also provides consolidated project and program reporting.
  • Indirect and Overhead Budgeting: A budgeting solution that supports indirect expense planning to include, salary, overhead, and allocations.
  • The model accommodates overhead and indirect budgeting as a component of the forward pricing process.
  • The solution standardizes and streamlines the process utilizing global standards and assumptions.
  • In addition, it provides consolidated reporting, transparency, and auditability.
- PwC, McLean VA * Manager
, , 01/2010 - 01/2013
  • Accountable for pipeline management, staffing, and utilization.
  • Responsible for Health Industries Advisory (HIA) Hyperion projects.
  • Manage teams across multiple projects with onshore and offshore resources.
  • Report directly to Partner.
  • Business Development: Direct business development and pipeline management; secure new business valued at $6 million in two years.
  • Manage project schedules and budgets; oversee up to three concurrent projects ranging from 6 months to 18 months with combined value of $5 million.
  • Personnel Management: Serve as SME for Hyperion Planning and related tools.
  • Interview candidates for various roles across the EPM Practice.
  • Mentor and coach consultants in the HIA Academy.
  • Outline training needs for experienced hires.
  • Representative Projects: Future State Assessment & Design: A budgeting and planning future state model design for a multi-state healthcare provider.
  • The engagement included the assessment of the current system and design of a solution to align with the organization's strategic direction.
  • It also assessed the impact of the ERP initiative on the proposed solution.
  • Enterprise Budgeting, Forecasting & Reporting: A budgeting, forecasting, and reporting solution for a large multi-state hospital system to replace Kaufman Hall's Budget Advisor.
  • The solution included comprehensive use and analysis of drivers (patient days, procedures, visits, etc.) and industry standards, as well as, fully integrated financial statements.
  • The solution provided for an integrated master data management strategy.
  • The team also provided infrastructure and technical support of the applications.
Capital One - Manager
City, STATE, 01/2007 - 01/2010
  • Manage Oracle EPM implementation teams throughout the project lifecycle.
  • Establish project budget, timeline, schedule, and resource needs.
  • Design creative solutions based on client requirements and extensive accounting and finance and consulting experience.
  • Troubleshoot application issues and outline corrective steps.
  • Provide mentoring and coaching to the project and client team.
  • Business Development: Considered a senior technical resource for the sales organization.
  • This applies to presales and product demonstration, client discovery, insight for current/future projects, and "best practices" definition.
  • Responsible for providing business expertise, product expertise and technical support to assist the Sales team through all stages of the sales process.
  • Maximized revenue by developing and presenting innovative product solutions.
  • Representative Projects: Process Improvement: An organization-wide forecasting initiative to institute driver based forecasting and standardization of processes to improve reporting and analysis.
  • The project focused on improvements to increase efficiency and effectiveness of the overall financial process.
  • The solution included fully integrated financial statements.
  • Finance Transformation: Managed the functional track for a financial transformation system for a large international credit organization.
  • The overall design and implementation incorporated Hyperion Planning, ODI and FDM to automate the budgeting, planning, forecasting, and reporting system.
  • The solution included fully integrated financials including balance sheet, cash flow, legal and management entity reporting.
  • Global Planning & Reporting: A global budgeting, planning and reporting system for a pharmaceutical conglomerate.
  • Implementation included process and change management as well as fully integrated financial statements, and custom currency solution.
  • Also, provided mentoring, coaching, and training for client and offshore resources.
accounting, application design, automate, balance sheet, Budgeting, budgets, Budget, business development, business solutions, cash flow, change management, coach, coaching, consulting, credit, client, clients, data management, delivery, direction, documentation, drivers, ERP, Finance, financials, financial, financial statements, Forecasting, functional, Hyperion, legal, Mentor, mentoring, Enterprise, Oracle, Personnel Management, presenting, pricing, Process Improvement, processes, proposals, reporting, requirements definition, Sales, staff development, staffing, strategy, strategic, technical support, Troubleshoot

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Resume Overview

School Attended

  • University of Maryland University College (UMUC)
  • University of Nebraska Omaha (UNO)

Job Titles Held:

  • Director
  • PwC, McLean VA * Manager
  • Manager


  • Master of Science
  • Bachelor of Science
  • Certified Project Manager * Certified Hyperion Planning Specialist

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