Allen Sherbrook

 

7343 El Camino Real, #255, Atascadero, CA 93422    allen.sherbrook@concessio.com   (805) 975 6492

 

Experience Highlights

• Provided on-site implementations and support for over 60 Cognos clients.
• Served as:  SME, Project Manager, Trainer, Engagement Manager, Architect, Implementer & Team Leader
• 10 + years experience implementing IBM Cognos Finance
• 5 + years experience implementing IBM Cognos Planning
• Strong Skills in Accounting, Finance, Project Planning, IT, Training, Presentation, Product Demoing, & Problem Resolution
• Utilize GE’s 6 Sigma Project Planning Methodology to complete projects within

budget and on schedule

 

Valued Services (A CompuCredit  Co) (Cognos Finance with Cognos8)  Oct08 – Nov09

Onsite - Atlanta, GA

• Conducted Work-Out and developed Project Charter M0
• Lead CF and Valued Services Financial Processes Review with financial statements
• Wrote SRDS M1 - Project Plan
• Assisted in creating a data validation process
• Reviewed and modified LDS SQL Script for metadata and data by authoring and updating MS SQL Tables and Views
• Built Input Forms – One
• Resolve the data loading File Processing issues
• Identified the complete Trial Balance view
• Architected Allocations in CF done in MS Access
• Created Reporting/Input Form Automation
• Built CF Reports – currently done in FRx
• Loaded Budget/Forecast ODBC data mart into CF
• Evaluated and improved V.S. use of Excel Add-in
• Designed Reporting a formatted Trial Balance to Parent company
• Instituted Command Line Automation
• Connected Cognos8 to CF using Cognos8 Connection
• Customized End User Documentation, Prep, & Training
• Conducted CF Admin training
• Wrote CF Admin (“Wins the Lottery”) Documentation
• Implemented System Cleanup
• Insured proper Maintenance and back up
• Wrote Go live & implemented plan
• Discussed and wrote documentation of standard procedures for routine, monthly, and yearly system maintenance
• Developed and implemented testing and validation to insure success of the project once completed
• Kept Valued Services up-to-date on the progress of the project

 

 

 

Seaboard Marine                            (Cognos Finance)                              Aug08 – Sep09

Onsite - Miami, FL

• Conducted Work-Out and developed Project Charter M0
• Wrote SRDS M1 - Project Plan
• Reviewed Management Reports
• Confirmed CTA required
• Turned off Excel Interface using CF Excel Add-IN, instead
• Created and proved out consolidated 18 maps into 1 map
• Built foundation for Currency translations
• Loaded 2008 & 2009 data and add new accounts and components, and resolve data challenges
• Reviewed CF  Journal Entry Module and train users on Data Submission process
• Created an automated process to capture A/R Roll forward data into the CF application and build corresponding report
• Tracked and Documentated Project Progress
• Built and automated ODBC monthly data loading from JDE in Control Files and Batch Scripts
• Connected via SQL iSeries ODBC connectivity on MARMIACF1 for data loading CF File Processing from the AS400.Marine
• Trained CF Admins for resolving data issues from JDE to CF
• Designed FX Routine Maintenance
• Authored CF Installation instructions
• Wrote Go LIVE Plan
• Discussed ways of sending Bad record files from CF server to CF Admin to alert
• Responded to unscheduled meetings and weekly review

 

AVX                                       (Cognos Finance with TM1)                        Jun08 – Jul09

Onsite – Myrtle Beach, SC

• Conducted Work-Out and developed Project Charter M0
• Wrote SRDS M1 - Project Plan
• Rebuilt and validated new CF system
• Created account structure and roll-ups
•  Designed company/division roll-up
• Write ODBC data connection to Oracle eBusiness GL
• Load data and add new accounts and components
• Migrate FY 2009 and 1st Half FY 2010 Data from CF System to new Oracle COA CF System
• Architected Drill Through the Floor to see Transaction Level Detail in CF
• Built foundation for Currency translations
• Created data validation process
• Validated data and resolved data challenges
• Assisted in creating 2 reports: Income Statement and Balance Sheet
• Assisted in building security with master password
• Built Rolling Forecast Process
• Wrote command line scripts
• Upgraded CF Server to CF 7.4 MR 3
• Authored installation instructions v7.4 MR3 on Client
• Ensured proper backup
• Deleted and organize server files
• Customized End User Documentation, Prep, & Training
• Wrote CF Admin (wins the Lottery) Documentation
• Trained Admin on new version and existing functionality of CF
• Wrote Go-live plan & implementation
• Conducted unscheduled meetings and weekly review

 

Provided billable support to the                                                                      Feb 09 –Aug09

following clients solving specific challenges:

• Rae System – San Jose, CA – Remotely – Cognos Planning with Cognos Finance – Administrative support
• Openwave – Redwood City, CA – Remotely & Onsite – Cognos Finance with Cognos Planning – FX for Constant Dollars & Cash Flow
• Boler-Hendrickson – Chicago, IL – Onsite – Cognos Finance – Training
• Fosters Wine Estates – Napa, CA – Cognos Finance – Server recovery & Security
• Euramax – Atlanta, GA – Remotely – Cognos Finance – Bug Resolution & Upgrade
• Southwire – Carrollton, GA – Onsite – Cognos Finance – Ongoing Support
• Hearst Corp – Charlotte, NC – Remotely – Cognos Finance – Upgrade & IC Eliminations
• Potlatch – Spokane, WA – Onsite & Remotely – Cognos Finance – Support “Clearwater Inc.” Spin-off

 

Southwire                                        (Cognos Finance)                             Aug 08 – Feb 09*

Onsite – Carrollton, GA

• Conducted Work-out creating Project Charter M0
• Authored Project Plan - SRDS M1
• Rebuilt and validated CF system
• Upgraded to v7.4 MR2 NTCOGFIN and LAN Client users and migrate to new server
• Built Management Reporting System and validate system
• Created Account structure and roll-ups and Component roll-ups
• Load data and add new accounts and components
• Authored CF ODBC Metadata Script to Sales Data Warehouse
• Wrote ODBC data connection to GL
• Designed currency translations process
• Built Allocations
• Created data validation process
• Validated data
• Assisted in building security
• Wrote command line scripts
• Developed Cash Flow Statement
• Ensured proper backups and recover – automated and manual
• Conducted Go live plan
• Define and illustrate data flow
• Wrote Documentation

 

Spa Chakra                  (Cognos Finance with Cognos Planning)              Aug 08 – Mar 09*

Remotely – New York City, NY

• Conducted Work-out creating Project Charter M0
• Managed two consultants: dBA and EP
• Authored Project Plan - SRDS M1
• Upgraded to v7.4 MR2 and LAN Client users and migrate to new server
• Created the two view to Navision and Spa-Booker
• Created CF ODBC Data three loading processes
• Loaded data and add new accounts and components
• Wrote ODBC data connection to GL
• Built SPP Application Reports and validate system
• Created data validation process
• Validated data
• Assisted in updating security with master password
• Write command line scripts
• Developed Cash Flow Statement
• Ensured proper backup
• Implemented Go-live plan
• Supported Documentation

 

Euramax - a Goldman Sachs company    (Cognos Finance)                      Aug 08 – Jan 09*

Onsite – Atlanta, GA

• Authored Project Plan
• Rebuilt and validated CF system
• Create account structure and roll-ups
• Created company/division roll-up
• Authored CF ODBC Metadata Script to Oracle eBusiness GL
• Loaded data from Oracle eBusiness GL and added new accounts and components
• Established Drill Through the Floor to see Transaction Level Detail in CF
• Built currency translations
• Created data validation process
• Validated data
• Allocated French company earnings
• Created financial ratios/KPIs for Accounting team
• Assisted in creating 11 CF reports
• Assisted in building security with master password
• Wrote command line scripts
• Built Intercompany eliminations with matching report
• Developed Cash Flow Statement
• Built Forecasting Excel Connections
• Created FP&A KPIs - DSO & DPO and supporting statistical Accounts: Pounds & Hours
• Upgraded CF Server to CF 7.4 MR 2
• Defined Alternative Rollup for Direct Labor Costs
• Installed v7.4 MR2 on Client & BSP CF Add-IN
• Built practice environment
• Ensured proper backup
•  Go live plan & implementation
• Trained Admin on new version and existing functionality of CF
• Customized end user documentation & training
• Documentation       

*Three projects were successfully preformed in parallel, due to the client’s time constraints, since all three previously used other consulting firms and did not succeed, I was their hero for:  Southwire, Spa Chakra, and Euramax.

 

Intermec                                                           (Cognos Planning)                                        May 08 – Jul 08

      Onsite – Seattle, WA

• Implemented web based planning models using Cognos8 Contributor for
  • Workforce
  • Capital Expenditure
  • Other Cost of Sales
  • Expenses not otherwise identified
  • Summary Cost Center Profit and Loss.
• Implemented  planning models using Cognos8 Analyst for
  • Revenue and Margin
  • FP&A - Only Corporate Expenses
  • Summary Profit and Loss.
• Implemented a Pyramid Planning methodology to allow bottom up and top down collaborative workflow management.
• Implemented Consolidated P&L reporting capability that combines Planned and Actual data to allow analysis of the variance between Plan and Actual. 
• Enabled multiple versioning capability to enable tracking between various baseline and final versions.
• Implemented a robust security model that controls access to sensitive planning data.

 

Conducted CF User Symposiums                                                                                          Jun 07 – May 08

Onsite – Princeton, NJ & Las Vegas, NV

Highlighted Speakers:  Qualcomm, IBM Cognos, Best Buy, Nike, Natural Factors, Daimler Trucks (Freightliner), Trimble, GE Energy, Boston Private Financial Holdings, Natural Factors, Jack in the Box, Shaw Group, and Bill Rancic – 1^st Trump Apprentice.

 

Developed CF Web Add-IN Tool – “CWE”                                                                       Jun 07 – Apr 08

 

 

Image Entertainment                           (Cognos Planning)                                     Feb 07– May 07

Onsite, Los Angeles, CA

• Installed and configured Cognos 8 Planning & Cognos 8 Business Intelligence suite.
• Designed and implemented Analyst Models for the planning application.  These models include:
  • Headcount and compensation – Based completely on the blueprint
  • Line item detail or directly entered balances for other operating expenses
  • Operating expense summary
  • Revenue/COGS/P&L model.
  • Full Financials (IS, BS, Cash Flow)
  • Models for performing tasks and batch processes, such as data mappings, staging cubes, backup cubes, and reconciliation of Contributor data.
• Produced Contributor applications for expenses and revenue/COGS/P&L to enable users to input and review planning data via the web with built-in work flow.

 

Foster’s Wine Estates – Beringer           (Cognos Finance)                                    Nov 06 - Jan 07

                 Onsite – Napa, CA

• Authored Project Plan
• Installed, tested, and validated the Cognos Finance v7.3 Service Pack 3
• Imported Items using the Ledger ODBC Script
• Defined Testing and Validation Plan
• Set up Define Items module with new system maintenance
• Filed Processing and Extract Libraries
• Implemented Reports & Input Forms to update automatically using Embedded Libraries
• Authored Supporting User Training & Training Manual Creation
• Supervised Functional Testing by Users
• Created dedicated security with Master Password
• Provided Administrator Training & Documentation
• Responsible for Project Cleanup
• Supported Test Plan/Validation

 

Rae Systems                                                       (Cognos Planning)                                    Aug 06 – Oct 06

           Onsite – San Jose, CA

• Installed and tested COGNOS EP v7.3  MR 1- Analyst & Contributor - Production server

Build of COGNOS EP System with CF/Oracle Master COA dCube

• Made Connection to Cognos Finance
• Structured Go-To-Production with Analyst Cubes into Contributor
• Set up Currency Translation and Allocations in CF
• Structured EP Security
• Responsible for system cleanup & troubleshooting  

 

Saltchuk                (Cognos Finance with Cognos Planning)                                    Jun 06 – Jul 06                                                                    

• Authored Project Plan
• Assisted with development of reports
• Redesigned Saltchuk Cognos Finance System
• Performed Test Plan/Validation
• Performed Testing and Modeling
• Set up Server Architecture
• Wrote Data Flow Schema
• Developed CF Actuals data loading and validation process for individual companies
• Created Routine Maintenance Process - Monthly & Annual
• Incorporated 2005 Plan from SaltChuk Cognos Planning into Cognos Finance Reporting
• Mapped contributing GL’s Chart of Accounts to master Chart of Accounts enabling Data File Processing
• Structured technical reporting solutions for a Rolling Forecast
• Designated User Training, Preparation & Training Manual Creation including: CF Web, File Processing & Report Authoring Instructions
• Created Administrator Training & Documentation
• Facilitated Functional Testing by Users
• Installed Security & Directory Server
• Performed validation tests
• Structured Command Line Automation

 

Creativity                                                           (Cognos Planning)                                     Apr 06 – Jun 06

               Onsite – Los Angeles, CA

• Wrote custom Analyst models for the planning application. As per client request, project scope included detail above what exists in current templates.

•  
  • Headcount and compensation model
  • Capital expenditure model
  • Line item detail or directly entered balances for other operating expenses.
• Structured Contributor applications to enable user input and review via the web with built-in work flow.
• Designed Reporting D-Cubes.
• Published reporting D-Cubes to automatically generate star-schemas in a relational database to support reporting with the existing Cognos BI products

            

Headwater         (Cognos Finance with Cognos Planning)                                    Feb 06 – Mar 06

Onsite – Salt Lake City, UT

• Authored Project Plan
• Installed and tested CF 7.3 with Service Pack 4
• Reviewed preliminary COA's and reviewed SRDS M1
• Mapped several GLs to new chart of accounts and components
• Rebuilt CF System with new Master COA & COCs
• Wrote ODBC Connection to Great Plains GL
• Mapped and Tested Accounts from Great Plains
• Mapped and Tested Accounts from 6 different CSV file sources (File Processing)
• Built Reports currently being created in FRX and Excel
• Documented Admin Processes
• Created Batch Files to run processes
• Provided User Training
• Set up Security

 

Rae Systems                                                         (Cognos Finance)                                        Sep 05 – Jan 06

           Onsite – San Jose, CA

• Authored Project Plan
• Installed and tested CF 7.3 with Service Packs 3, SunONE Directory Server, and CF IIS Web
• Rebuilt CF System with new Master COA & COCs
• Made ODBC Connection to Oracle
• Made ODBC Connection to U8
• Set up 16 Currency Translation Rates w/ CTA
• Built GL File Processing Libraries to U8 and Oracle
• Enabled Drill through the floor
• Built ODBC Metadata SQL Script to Oracle
• Created RAE Systems’ Minority Interest calculation
• Created Dynamic reporting Process
• Built 2 Input Forms for UK and France Trail Balance
• Built 7 Reports
• Set up Security
• Created Intercompany Elimination Functions
• Added Intercompany Accounts and Components
• Created Allocations and Maps
• Built IC reports
• Wrote documentation for routine processes

 

Home Depot Supply                  (Cognos Finance with Cognos Planning)        May 05 – Aug 05

Onsite – San Diego, CA

• Lead CF Implantation with 2 consultants
• Created CF GL Financial and Compensation Reporting Systems                           

• Redefined Dimensional structure that mirrored Home Depots Supplies reporting requirements                                   
• Set up Intercompany Eliminations                               
• Loaded ODBC Data Sources to proprietary GL                                          
• Built User Input Forms with Work Flow                                             
• Calculated Accounts                                     
• Assisted in creating a process for Report creation                                                 
• Automated formatted Extracts to THD’s SAP                                                 
• Performed Reconciliation                                  
• Provided Training and Documentation                                           

                                                

Ameriquest  - part 2                                                                                                              Jan 05 – May 05

Onsite – Los Angeles, CA

• See Part 1 below for details

 

Ameriquest  -  part 1           (Cognos Finance with Cognos Planning)            Jul 04 – Aug 04

Onsite – Los Angeles, CA

• Authored Project Plan
• Performed Modeling and Testing
• Built AMQ Cognos Consolidation System without Business Unit Dimension
• Installed, tested, and validated the Cognos Consolidation Service Pack 3
• Imported Items using the Ledger ODBC Script
• Created ODBC SQL Define Items metadata automation for new CF system
• Loaded 2005 Plan and Setup 2005 New Year
• Brought in 2005 Plan from AMQ Access Database for Cognos Consolidation Reporting
• Built automate ODBC File Processing Data loading process
• Resolved technical reporting solutions
• Created Allocations
• Automated Rolling forecast Submissions
• Developed Reports
• Created User Training with Manual
• Authored Administrator Training & Documentation
• Handled Functional Testing by Users
• Structured Security
• Automated validation process between EPM, Cognos Consolidation, and Cognos Analyst for Actuals, Forecast, and Framework:
• Variance Tested Balance Sheet
• Validated Statutory and Management Balance Sheet totals to be equal
• Validated MS Access Forecast and CoCo Forecast totals be equal
• Automated Command Line
• Developed data feeding process from Cognos Consolidation to EPM
• Moved completed system to Production server
• Responsible for Project Cleanup
• Received User Acceptance

 

 

RoadLink                                                             (Cognos Finance)                                         Sep 04 – Dec 04

Onsite – Pleasant, CA

• Defined Data and Metadata requirements
• Built a consolidation system with Divisions (Regions, Profit Centers), Line of Business, Departments components
• Support 3 Source GLs with required Maps
• IC Functionality and IC Allocations
• Build 3 Reports:  Balance Sheet, Income Statement, and Cash Flow
• Create non-GL account data collection Input Forms - 2 Input Forms
• Support data reconciliation/validation process
• Design Documentation
• Project Plan
• Build System
• Assist with Admin and User Documentation
• Knowledge Transfer  

 

Pulse Engineering                                            (Cognos Finance)                                           August 2004

Onsite – San Diego, CA

• CF System Evaluation
• Resolve on-going technical issues
• Upgrade CF 6.0 to CF7.2

 

Potlatch                                                                 (Cognos Finance)                                                 June 2004

Onsite – Lewiston, ID

• Authored Project Plan
• Modified the REIT changes to CF
• Set up the Intercompany Eliminations Reporting with IC Matching Report
• Upgraded from v7.2 to v7.3
• Provided Training
• Received User Acceptance

 

GE Healthcare                   (Cognos Finance with Cognos Planning)               Jun 03 – Apr 04 

Onsite – Waukesha, WI

• Lead and implemented the following projects for the largest CF implementation in the world with 3,000 users:

• Rebuilt Corporate Reporting CF System
• Optimized dimension sizing and performance
• Rebuilt CF to determine transfer pricing CF Systems
• Planned and executed upgrade on 11 servers
• Beta tested CF v7.2
• Implemented disaster recovery processes
• Designed and conducted advanced CF Training
• Reported and received resolution to 11 bugs
• SME to all GEMS employees
• Learned and designed Cognos Planning integration methodology

 

AM Todd – Onsite – Kalamazoo, MI       (Cognos Finance)                                                May 2003

 

Columbia Sportswear – Onsite – Portland, OR             (Cognos Finance)                   Dec 2002                                                                                           

 

Hendrickson – Remotely – Chicago, IL                       (Cognos Finance)              Sep 02 – Nov 02

 

Haights Cross  - Remotely – New York City, NY        (Cognos Finance)                Aug 2002

 

Opened Concessio, An Independent Cognos Consultancy                                               July 2002

 

IBM Cognos Inc.  Senior Consultant                                                                                Mar 99 - Apr 02

 

Creating end-to-end, feature-rich and automated budgeting, forecasting, and financial reporting processes in Cognos Planning and Cognos Finance

 

SUMMARY ACCOMPLISHMENTS

• Created Cognos 8 BI Package for live financial reporting
• Built financial consolidating system on oracle with 8 levels of Allocation, Intercompany Eliminations, IC Reconciliation, ODBC – Data & Metadata Automation
• Created an automated horizontal re-organizational view of a $5B firm that saved days on the closing process with Currency Translation and Allocations, Command line scripting
• Implemented a monthly consolidation and a daily POS applications for a services retailer
• MC and host of the Cognos Office of Finance Users Symposium 2007 and 2008
• Breakout Session speaker at the 2007 Cognos Forum in Orlando, FL speaking on Cognos Finance and integrating Cognos Planning
• Built Planning and Forecasting models and processes for Capital Expenditures, Compensation, Sales Forecasting, Allocations, Travel Expense Operation Expenses, P&L, and Balance Sheet in Contributor using modified Blue Prints or originally designed models meeting client requirements.
• Automate loading user classes, eList, users, and rights using Excel Templates designed for ease of maintenance
• Successful at resolving issues and organizing complex dCubes and Libraries in Cognos Analyst involving BiFs, d-Links, Mapping dCubes, A-Tables, dLists, Macros, Map Files, ODBC data feeds, Excel Add-In, simplifying implementation of Access Tables and maintenance by using Saved Selections, and publishing and reporting.
• Created Planning processes and financial reporting for transportation firm, mortgage company, heavy equipment mfg., medical mfg, bio-sensor mfg., and a industrial supplier
• Created a consolidation Cognos Finance System for a $15 Billion manufacturing client with over 200 companies. This was a team engagement. Responsible for the initial consolidation system, that automated financial consolidation, allocations at three levels, and complex intercompany eliminations
• Managed several finance projects successfully with team of 15 members for the world's largest rollout of Cognos Finance within the world’s largest roll out of Oracle FA following their 6 sigma project implementation methodology
• Increased CF system calculation performance by over 400% for large spirits mfg
• Established a budgeting and consolidation processes using Cognos Finance Web and ODBC connection to client’s ERP for data and complete Metadata, with no GL metadata maintenance for financial corp. reducing monthly closing process from two weeks to two days that required automating over 600 reports, including automated 12 month Rolling Forecast
• Built a consolidation CF System of 6 GL with mapping using 5 currency translations and reconciled, Currency Translation Adjustment (CTA), and equity method of consolidation for safety equipment mfg
• Performed a comprehensive financial systems analysis, major upgrade, and implementation of features to improve client’s for a long established Cognos Finance user.
• Built a forecast modeling Cognos Finance system projecting out for 10 years for an international bank with predictable revenue streams based on Cash Flow which drives their Balance Sheet and P&L for a international financial institution.
• Created a multidimensional CF reporting system for Actuals for a home grown GL. Required automated data feeds and data scrubbing for a medical supply mfg.
• Wrote original SQL script between Cognos Finance and ERP for data and metadata. Implemented international web budgeting collection system for the ERP software firm.
• Mapped and consolidated 6 GL’s into Cognos Finance. Customized Training. Report writing.  Complete data reconciliation of GLs, isolated faulty data, and initiated corrective action for heavy equipment mfg.
• Trained on Cognos BI and installed Cognos 8. Worked with Cognos 8 SME to define and deliver technical and reporting requirements to create an automated validation and notification process eliminating daily manual validation. 

 

 

PROFESSIONAL SKILLS

• Work with Chief Financial Officer, Vice President of Finance, Corporate Controller, IT Directors, and FP&A Manager.
• Expert knowledge of automating Financial Business Processes Implementations using scheduling and command line scripting
• ODBC connectivity with SQL scripting: Drill-through, GL Data, and Define Items Metadata
• Automated complex financial modeling for client’s Performa analysis
• Develop sophisticated financial forecasting modeling
• Creating advanced Key Performance Indicators (KPI)
• Mentored and trained Cognos consultants
• Decision Support Systems (DSS) - Strategic planning and operations management for a rapidly changing environment
• Crafting successful detailed Project Plans before implementing all projects using 6 sigma project planning and implementation techniques
• Implemented automated intercompany eliminations, which included IC matching reports.
• Built Daily, Weekly, Monthly reporting systems
• Participated on several sales calls and crafted costume demonstrations of Cognos Finance influencing clients to purchase Cognos Finance
• Taught several week long Cognos Finance training classes to new and existing users
• Authority on:  Allocations, Equity Method of Consolidation, Intercompany Eliminations, Currency Translation, Submission Rollup, Employee/Scratch Pads, Submission Architecture, CF Web, data migration, data mining, drill-though-floor to see transactional level detail, and Upgrading
• Created customized Cognos Finance training for advanced and end users, and Cognos consultants
• Extremely organized; can coordinate multiple/complex projects simultaneously. Work best under pressure in a fast-paced environment
• Utilizes excellent interpersonal, presentation, and communication skills to develop and maintain strong relationships
• Trained in the implementation of Enterprise Resource Planning (ERP), including demand forecasting, production planning, master scheduling, bill-of-material, and inventory master file.
• Project Management:  Status reports, Timelines, Project Plans:  emphasis on situations requiring resolutions and management decisions by groups
• Authored Cognos Finance technical documentation
• Educated on the latest technology developments within Cognos Enterprise Planning
• Resolved scores of unplanned features (bugs) in software 
• Architected and implemented web financial report authoring tool

 

SKILLS PROFILE

Software: IBM Cognos Enterprise Planning Series 3.0, 7.1, 7.3, 8.1, 8.2, 8.3, 8.4 (Adaytum), IBM Cognos Finance 3.0, 4.2, 4.5, 5.0, 5.1, 6.0, 7.1, 7.2, 7.3, 7.4 MR3 (LEX2000), IBM Cognos TM1 9.1, 9.4.1, 9.5: Architect, Executive Viewer, Turbo Integrator and Contributor, Access Manager; worked with Cognos Series 7.4: PowerPlay, Impromptu, Transformer, Scheduler, SunONE (Netscape Console), Upfront, QuickBooks, MS Office 2007 Suite, MS Excel Macros, MS Project, MS Access, Visio, SQL Scripting, ACT, MS SQL Server, IIS, K-Edit, FTP, Cognos8 Security, Cognos8: Query, Analysis & Report Studios

Exposure to ERPs:  JD Edwards (mainframe & windows), Lawson, PeopleSoft, Macola, ManMan, Great Plains, BEST MAS500, QAD, Navision, Oracle eBusiness ERP, Infinium, BAAN, SAP, Glovia, Sun, and client created GLs

Operating Systems: XP Pro, Vista Premium, MS Windows 2000, MS 2003 Server, UNIX (IRIX), IBM AS/400

Technical:  ODBC, ADO, Relational Databases, OLAP, MOLAP, ROLAP, Command Line & NT Scripting, GAAP, Work Flow Design, Statistical Process Control (SPC), Operations Research (Linear Programming), Corporate Performance Management (CPM), Economic Analysis, Cost Accounting, TCP/IP, FASB 52, GASB 34 and 35

Leadership:   Capital Projects, Personnel Management, Public Speaking, Business Process Re-engineering, Term Negotiation, Teaching

Philosophies:             Total Quality Management (TQM), Ergonomic, DFM, Pull Mfg. System, Just In Time (JIT), Kaizan (Continuous Improvement), Lean Mfg., Synchronous Mfg., Customer Service, Entrepreneurial Spirit

 

 

 

COMPLETE CLIENT LIST

Openwave, Seaboard Marine, Valued Services – A CompuCredit company, Hearst, Euramax (a Goldman-Sachs Company), Spa Chakra, Southwire, Clearwater,  Children’s Hospital of Orange County, American Shipping Group, National Instrument, Image Entertainment, Foster's Wine Estates (Beringer), Leapfrog, Saltchuk (Foss Tugs), El Dorado Stone, E&J Gallo Winery, Rae Systems, CPP, INFOR, Headwaters, BioMarin, AVX Corp., Natural Factors, The Home Depot – Supply (HD Supply), Table Mountain Casino, Ameriquest, Dey Labs, Isola, Pulse Engineering, GE Infrastructure, Potlatch, Roadlink, Great Canadian Casino, GE Healthcare (Medical Systems), Flextronics, Ethicon - Johnson & Johnson, Glovia - Fujitsu, Documentum, Haights Cross Communications, Overland Storage, Hendrickson International, Glaxo-Wellcome, Integra Life Sciences, Brown Brothers Harriman, Quest Software, Columbia Sportswear, Salt River Project (SRP), IDT, Kendro Labs, KinderCare, Kohler, Deluxe Video, OneOK, Career Education Corp (CEC), AM Todd, Balae Brands, Amway Capital,  Dole, Lockheed-Martin, Westbury Homes, Veeco, Pepsi Bottling Company, PQ Corp., ISP, Pyxis - Cardinal Health, General Electric – Fanuc

 

EDUCATION AND SPECIAL SKILLS

Cognos Analyst Certified, parts I & II

HUMBOLDT STATE UNIVERSITY, Arcata, CA - Economics - BA - 1993

 

REFERENCES

Available upon request