PROFESSIONAL EXPERIENCE
NYSE/EURONEXT, New York, NY – Consulted on Oracle EPM Applications 2010 – 2010
• Industries Served. $3B International Public Company, Corporate HQ, Exchanges, Technology.
• Internal Consulting. Developed with external consultants an end-to-end recommendation for closing, consolidation, financial reporting, budgeting, forecasting, project reporting, database admin and system conversion for Hyperion and Oracle applications. Special emphasis on Oracle solution for upcoming IFRS and XBRL requirements and automation solutions for the 10-K and 10-Q.
• Software. Oracle Financials, Hyperion Planning and HFM.
NYFIX Technology, New York, NY – Manager Financial Reporting Systems 2007 – 2009
• Industries Served. $100M International Public Company, Corporate HQ, Trading Technologies, acquired into NYSE/Euronext Technology Division.
• Data Base Administration. Simplified and administered COA, OLAP Databases, and Report Templates. Controlled Consolidation and Currency Conversion Processes. Created training material for staff.
• Month End Closing. Simplified close by improving access to account balances and journal entry details. Developed templates to control Inter-company Allocations.
• External Reporting. Developed packages to help Accounting complete the SEC’s 10-K, 10-Q, tax filings, and audit reports.
• Performance Reporting. Created and condensed 96 page management package to 30 page package.
• Budget Automation. Created and administered automated budget system. Included separate multiyear plans for technical projects and applied DCF analysis to projects. Created Board of Director reports that integrated Excel into Word and PowerPoint for reviews. Extensive use of VBA.
• Forecasting. Integrated forecasts into budget system, monitored forecast accuracy, reported forecast to forecast variance, introduced statistical forecasting and graphics packages to increase forecast accuracy.
• Software. Great Plains, FRX, PowerOLAP, Excel with VBA,
P3 CONSULTING –Co-Owner/Consultant 2002- 2007
• Industries Served. $20-$200 Million Trade associations, publishing, nonprofit, construction, fulfillment, testing,
• Processes. COA improvement, Report Generation, Budgeting. Month-end Close, Commissions.
• Reporting. External, Monthly Performance, Budget, Head Count, Customer.
• Analysis. Statistical Revenue and Financial Forecasting, Budging, Variance, Customer Segmentation.
• Software. PowerOLAP, MS Access, Excel VBA, DBA, Forecast Pro, MAS 500, Development and Training.
THE NEW YORK TIMES, NY, NY – Director Planning and Analysis 1980 - 2002
• Industries. Newspaper, Advertising Sales, Circulation Fulfillment, Print Manufacturing, Corporate.
• Processes Improved. Budget, Monthly Close, Pricing, Commissions, Product Development, Inventory Control, Collective Bargaining, Capital Equipment Evaluation, Merger/Acquisition Evaluation.
• Reporting. Monthly Financial Performance, FLASH, Forecasts, Product Profitability, Budget, Capital Expenditure, Commissions, Investor, Customer, Daily Operations, 3-10 Year Plans
• Analysis. Forecasting -Statistical Inventory, Revenue and Financial Forecasting. Investing – DCF and Economic Evaluation, Costing – Direct, Service Allocations, ABC. Customer Segmentation
• Technology. Hyperion, SAS, FOCUS, Forecast Pro, PeopleSoft, Software Selection, System Enhancements.
• Staffing. Interviewed, hired and Trained staff. Managed projects – 2 awards from publisher.
PENNSYLVANIA DEPARTMENT OF LABOR, Harrisburg, PA – Statistician 1972 - 1976
Statistician/Programmer
ADJUNCT TEACHING EXPERIENCE
THE COLLEGE OF NEW JERSEY, Ewing, NJ, MERCY COLLEGE, Dobbs Ferry, NY & BURLINGTON COUNTY COLLEGE, PEMBERTON, NJ
Taught classes in Business Strategy, Corporate Finance, and Economics, 2001-2006
EDUCATION
NEW YORK UNIVERSITY, New York, NY
Advanced Graduate Studies in Economics, Statistics, and Information Technology 1981-1993
PACE UNIVERSITY, New York, NY
MBA, Economics/Finance, 1980
SHIPPENSBURG UNIVERSITY, Shippensburg, PA
BS, Management, 1971
ACCOUNTING CERTIFICATION
THE INSTITUTE OF MANAGEMENT ACCOUNTING, MONTVALE, NJ
CMA – Certificate in Management Accounting, 1999 |
