Project Manager
Sep 2014 - present
Atlanta, GA
JCurve for Invesco
• Co-Managed a corporate Data Center move which included Oracle R12 EBS and all 3rd party integrated systems
• Program Manager for Order-to-Cash (O2C) and Procure-to-Pay (P2P) Oracle EBS workstreams
• Managed Vendor Risk Management solution delivery using ProcessUnity
• Managed UK Regulatory Reporting solution delivery using AxiomXL
• Managed O2C AR Preprocessor custom development to match bank receipts to open customer invoices
• Managed iProcurement/iSupplier Implementation
• Managed HFM Implementation for Consolated Regulatory reporting
• Managing the conversion of a Global Regulatory Reporting product (Clarity) as part of an Oracle Financials R12 upgrade project. Clarity is an integral part of the Chart Of Accounts transformation for the corporation, used for data certification as well as Financial & Regulatory Reporting, Corporate Forecast/Planning.
• Managing the Knowledge Transfer for the Oracle R12 EBS System upgrade for all modules (GL, COA, AR, AP, Inventory Mgmt, EBTax, Etc.).
CEO/Solution Architect/Project-Program Management
Information Technology
Apr 2009 - present
Roswell, GA
(An IT consulting firm serving the Medical Telecommunications and Manufacturing industries among others.) CEO/Solution Architect/Project-Program Management
• Teamed with customers in identifying informational exchange problem areas in their organizations, working with both technical and non-technical decision makers and users. Provided solutions in a format that was conducive with the level of understanding of the target audience, greatly enhancing the success of projects through a mutual understanding.
• Provided CRM Solution Architect leadership and managed various enhancements and day-to-day maintenance issues for 3 mid-size companies (Princeton Instruments, Acton Industries, DAP).
• Managed the development of an interim SQL-Server data mart for ERP to CRM reporting for Princeton Instruments. Their legacy ERP system was difficult to report against, and had various issues. Their roadmap was to transition to a new ERP, so that project was intended to bridge the information until more accurate ERP data was available
• Was the Georgia Business Objects User Group Chair for 3 years, providing leadership and coordinating both content and speakers for the quarterly Atlanta meetings. Chaired the very active Steering Committee to collaborate on content that would be of interest to our users.
• Working closely with Global Business Objects Network, I took a Program Manager position for a new special interest group - Web-Intelligence & Desktop Intelligence. I scheduled monthly webinars, training sessions, and collaborated with other SIG leadership teams to drive interest and membership. When ASUG merged with the Business Objects user groups, I assisted in the transition and served on as an ASUG Co-Chair.
• Worked on the Annual Business Objects User Group conference design committee for two years, assessing and critiquing speaker submissions to find the best mix of content and speaker talent.
Release Manager
Mar 2014 - Sep 2014
Atlanta, GA
(A subsidiary of Allegis Group, the largest private talent management firm in the world) for SunTrust Bank
• Managed a highly complex software release schedule to deliver advanced Forecast/Planning capabilities along with detailed profitability statistics for the core bank finance department. Solution involved many inter-related Oracle components such as EFP, HPCM, OFSAA, Hyperion Essbase and constitutes a multi-million dollar IT investment for the bank.
• Worked hand-in-hand with the Program Master Scheduler to highlight key milestones and tie them to underlying project tasks.
• Defined and Managed various Integrated Testing cycles to ensure that up-stream down-stream applications and processes continue in sync with re-engineered application components
• Highlighted and monitored Risk areas for the Program
• Attended weekly executive briefings with Bank Leadership (CFO, CIO, Program Mgmt, Business Leadership) to present Release Status and escalate issues/risks
• Designed/Implemented and Managed a Program Change Control process to mitigate risk to tight delivery timelines. Provided weekly status as Change Requests flowed through the process.
Managing Consultant
Professional/Consulting Services
Feb 2013 - Oct 2013
Atlanta, GA
(Niche consulting company catering to the insurance industry)
• Managed staffing of all projects for the Atlanta branch, and supported all BI initiatives for the three company branches
• Led a Claims Data Mart Design project for a Mid-Western Insurance company seeking to capitalize on their data investment with various complex data models that track fraud, loss and medical usage patterns to drive more business with preferred providers
• Designed and managed the development of three inter-related systems for change request tracking, UAT Issues tracking, and release management for a New Jersey specialty insurance company.
BI Program Manager
Aug 2012 - Dec 2012
Atlanta, GA
(A subsidiary of Allegis Group, the largest private talent management firm in the world) for Recall
• Created a BI Program for Recall, bringing together information and project dependencies that crossed various source systems and isolated BI delivery strategies
• Managed the design and delivery of a Financial Data Mart that provides key revenue metrics and customer segmentation based on revenue thresholds. Reports were delivered via Sharepoint and accessible directly from Salesforce via links at key access points (e.g. company records have a link to see a company overview dashboard with rolling 12 months revenue trends, revenue by line of business, etc.)
• Recall's Data Warehouse load process was not meeting their business SLA of 8 am. I managed a DW Stabilization and Improvements project to tune existing code, diagnose and resolve contention points, establish clear job dependencies, and improve performance. After 3 months, the success rate of meeting the SLA went from 40% to 95%.
• Managed an internal Delivery Automation project to advance several initiatives to improve and automate data translation, deployments, Quality Assurance, and Pre-production environment provisioning. Also managed a SOA Evaluation to determine more cost-effective tool alternatives.
• Managed a Salesforce implementation for Asia from requirements to Alpha testing, working closely with the CRM Program Manager to execute to a global model.
• Managed and defined a framework to execute a Security SOC2 Certification Assessment with a third-party auditor
Banking/Financial
Jun 2010 - Apr 2012
Atlanta, GA
(An International Auto Auction Company owned by Cox) Business Intelligence Principal - Architect (a Director-level position)
• As part of the core Architecture team, led the definition of the Enterprise BI Strategy for Manheim across all business areas, particularly Finance, Sales/Marketing, and Operations.
• In support of a BI Tool Maturity model, led an Operational Reporting tool evaluation and selection process. This led IT Leadership to acquire a new BI tool and to champion a larger Operational Reporting improvement program.
• As part of the BI Tool Maturity model, provided architectural guidance and leadership to consolidate Manheim's two disparate Business Objects implementations into one (with a lift of 2.5x the core processing power with existing licenses). This established a more robust BI environment to provide reports for an integrated SaleForce.com implementation launched in Q2 2012.
• Work closely with Finance leadership to understand their data challenges, and to stabilize new Oracle tools with configuration gaps. Coordinating closely with the Finance Systems Team, provided architectural guidance to a stabilization team that reset, reconfigured, and customized OBIEE out of box solutions - OPA (Oracle Project Analytics) and OFA (Oracle Financial Analytics) for more optimal use by the Manheim Finance, Digital and IT user communities.
• Provided over-all architectural guidance for BI initiatives within Manheim as an active governing member of the Architectural Review Board for all in-flight projects. Also provided BI expertise and Management guidance to the Technology BI Shared Services department to help define strategy, improve performance, and enhance technical and process oversight.
Business Development Manager - East Coast
Jan 2010 - Jun 2010
Roswell, GA
Information Builders * Teamed with customers and software account executives to assess current information challenges and gaps, then design a solution and series of projects that will meet the business demand. Responsible for performing Solution Assessments in the Southern and Eastern regions in the industrial and manufacturing sector. My role was a combination of Systems Architect, Management Consultant, and Principal Consultant to ensure that all solutions were delivered to a high quality standard.
A start-up consultancy
Feb 2007 - Apr 2009
Atlanta, GA
providing IT services and BI/CRM solutions in the Atlanta area across many business verticals. The company generated revenues of $3 million in 2009.)
Daugherty is an IT consulting firm
May 2004 - Feb 2007
Atlanta, GA
providing solutions to the construction, automotive, retail, insurance, and telecom industries, with revenues of $50 million.)
Microgen was an $80 million IT Consulting firm
Banking/Financial
Apr 2001 - Apr 2004
London, AR
in the UK, specializing in BI (Business Intelligence), CRM and Application Delivery within the banking, telecommunications, and retail industries.)
ANIX was a $50 million reseller of IBM solutions
Banking/Financial
May 2000 - Apr 2001
Bristol, CA
additionally offering Oracle financial implementation to the commercial and residential industries.)
Account Manager/Data Warehouse Specialist
Information Technology
Sep 1997 - May 2000
London, AR
(Information Builders is an $800 million consulting and software sales firm offer BI software solutions to all industries.)
May 1993 - Sep 1997
Atlanta, GA
System of Health Care (Emory operated Emory University, and owned 2 hospitals. They were a $50 million operation.) IT-Finance Liaison/Project or Program Manager/Data Warehouse Specialist
• As Finance/IT Liaison, worked on a team to implement a central patient management & accounting system (HealthQuest) thus consolidating the information from 2 disparate hospitals into one. Teamed with the CFO and Finance Team at each facility to identify and formulate an integration strategy to address and unify their financial reporting and reconciliation requirements. Managed a team of 2 during the implementation.
• Built and implemented a "first of it's kind in the U.S" innovative DW (Data Warehouse) solution based on the centralized patient account & management system data. This enabled better information access, as well as unique patient identification across both hospitals. The new DW also supported all data exchanges across the US with Emory, a major innovator in medical research and advancement.
• Hand-picked by CIO to lead the design, development and delivery of a DW for Emory Clinic, who was experiencing severe financial difficulties. This project had experienced 2 prior failed attempts. Completing the task in just 7 months, the system managed information related to medical cost and outcome for over 6 million patients. After completion, Emory Clinic was able to resolve various problem areas in their ERP system which were detected during the data analysis process, as well as competitively bid on Managed Care contracts using prior cost and outcome statistics previously unavailable to key decision-makers. This DW project and the initial DW project created foundation elements for Emory's Customer Master. This project was completed in 7 months with a team of 10 along with a panel of 20 business users.
Senior Consultant/Systems Architect
Feb 1990 - May 1993
Atlanta, GA
Systems Manager/Systems Architect
Jul 1987 - Feb 1990
Atlanta, GA
Systems Administrator
Information Technology
Oct 1984 - Jul 1987
Atlanta, GA
