

Financial Systems & Analytics Solutions Executive
TM1 & POWER BI EVANGELIST | ROCK CONCERT FANATIC 🤘
Using a blend of strong technical & business knowledge along with what those who know me call my passion, I’ve been able to deliver not only what is wanted, but what is truly needed.
Years before I was a finance executive, when I started my career out of college as a database programmer I developed a passion for learning new technologies & programming languages. Ironically, it took leaving my position as a coder and going into Finance Shared Services for my passion in technology to grow further than ever.
Day after day, being surrounded by executives, accountants & analysts living in a world of extremely manual tasks, I saw endless opportunities to simplify, streamline & automate. Once I set out to provide solutions creating more efficiency for business members, the projects got bigger, the impacts were farther reaching & more global, and best of all my own passion was rocket-fueled by the exposure of many more technologies such as TM1 / IBM Planning Analytics, Snowflake, Enterprise Data Warehouse, Power BI, Alteryx, Tableau, QlikSense, HR Workday, SAP BPC, Oracle ERP, Oracle OTC, Excel, Web Portals & others!
On any given day I can now be found providing leadership & guidance to any of these towers below & beyond:
Strategy
& Operations
-
Establish Vision
-
Road Maps
-
Align Organization & Departments
-
Uncover accountability
-
Improve operational efficiencies throughout the organization

Process
& Controls
-
Checks & Balances
-
Data Load controls
-
Bridge file controls
-
Out of Balance Dashboards
-
Triggered cross departmental communications & actions

Business Analysis
& Requirements
-
Understand Executive goals
-
Outline what is needed
-
Align with business stakeholders
-
Translate into technical specs
-
Data Architecture Proof of Concepts
-
Document & chart out processes & systems

Chart of
Accounts
-
Govern & filter COA requests
-
Ensure proper transparency & balance within General Ledger
-
Control impacts to External & Internal reporting
-
Implement across General Ledger, related Sub-systems & reporting processes

Reporting Transformation
& Standardization
-
Eliminate silo approaches
-
Clean up data & create consistent reporting structures
-
Show what's possible
-
Establish "One version of the truth"
-
Drive change towards future state
-
Govern hierarchy/report structures

Data Engineering /
Analytics Engineering
-
Build Data Pipelines & Dashboards
-
Streamline Data Availability & Empower Convergence
-
Standardize KPIs
-
Enable Self Service Reporting
-
Faster Analysis to Impact Outcomes
-
Surface Valuable Insights
Lead Data
Administration Teams
-
Oversight of Critical system feeds
-
Metadata Management
-
General Ledger Loads
-
Data flows, loads & versioning
-
System Maintenance & Security
-
Communicating procedural schedules

Lead Developers
& Project Teams
-
Leadership over Programming requests
-
Database Design
-
Code reviews & outlines
-
Change control migration
-
Testing & Upgrades
-
Planning for projects & weekly workstreams


Global Support
& Training
-
Training plans & classes
-
Support for Technical User Questions
-
User application installs, setup & system access

About Me
Being a technologist in Finance for most of my career has allowed me to implement Systems, Process & Analytics solutions that are insightful, dynamic, scalable, and easily maintained. Using a blend of strong technical & business knowledge along with what those who know me call my passion, I’ve been able to deliver not only what is wanted, but what is truly needed.
Personal
For me, meaning of life is #Family #God #Music #Data #Sushi #WalkingDead #NCIS Everything else is just filler. #RockOnMyFriendsV #OneMinuteAtATime
I am an avid live music fan having attended over 290 concerts and counting. Let me know if you're going to a rock concert within the NY/NJ/PA area. There's a good chance I may be there too. Look for me near the stage 🤘
Contacting Me
Want to catch up? Talk TM1? Power BI? Discuss best practices for Financial Performance Systems & Operations? Or hear about a bleeding edge journey to TM1 / IBM Planning Analytics on the Cloud partnership with IBM? Feel free to reach out to me. Knowledge sharing only makes use stronger.
☎ 609-819-9050

Professional History
20+ years of success leading innovation, implementing financial reporting transformations, and providing comprehensive solutions for high-growth organizations.
Dynamic, versatile, detail-focused financial analytics & operations executive with extensive experience implementing strategies and new standards to align reporting processes with big-picture executive objectives. Repeated success in guiding cross-functional financial teams through the implementation of leading-edge business solutions in financial services, database consulting, market research, and other industries. Expert presenter, collaborator, and businessperson; able to forge solid relationships with partners and build consensus across multiple organizational levels.
Specialties
• Business Intelligence & Analysis
• Strategic & Tactical Planning / Roadmaps
• Agile (Scrum/Kanban) Program Management
• Data Engineering / Analytics Engineering / Systems Admin
• Process Redesign / Change Management
Technologies
• IBM Planning Analytics / TM1
• Power BI / QlikSense / Tableau
• EDW / Snowflake / Business Objects
• GL / Oracle EBS R12 / SAP
• MS Excel / VBA / SharePoint
Honors & Awards
★ Presenter “Performance Planning and Analytics at McGraw-Hill Financial with IBM Cognos TM1” at IBM Vision 2014 @ Orlando, FL
★ Presenter “Financial Reporting at McGraw-Hill with TM1” at Mid Atlantic Cognos User Group – Spring 2013 @ Berwyn, PA
★ Presenter “Financial Planning Solutions (TM1)” at the IBM Business Analytics Strategic Advisory Board event – Oct 2012 @ NYC
★ Awarded “Revelwood TM1 Hero” by Revelwood an IBM Business Partner – Sept 2013
★ Awarded “Commitment to Excellence and On-Time Delivery of Project ATLAS” – July 2012
★ Presenter “Sharing the Advantages of SharePoint” at McGraw-Hill Women's Initiative for Networking and Success event – Nov 2007 @ NYC
See more Experience on LinkedIn ...
#RockOnMyFriendsV
Enjoy a few of my concert memories. Come back again to see more!

























Recent Blog Posts
...