ORACLE WORK EXPERIENCE

Project: Seacor Maine LLC, Houston, TX (Current Project)

Cloud Financial Support:

Supporting full ERP Cloud footprint with PBCS

Project: MediaNews Group, Denver, CO

Cloud Financials Lead:

General Ledger, Payables, Expense, Assets, Cash Management, EPM

Project: ResCare/BrightSpring, Louisville, KY

Cloud Financial Lead & Solution Architect:

Leading the financial OTC track, Assets & Cash Management modules.

Project: GTT, Tyson Corner, McLean, VA

Cloud Financial Lead & Solution Architect:

Led the financial General Ledger, Assets & Cash Management modules, plus go-live support. Multiple international reporting and secondary ledger requirements.

Project: OfferPad, Inc., Phoenix, AZ

Cloud Financial Lead & Solution Architect:

Cloud/Fusion Rel. 13 full ERP implementations with enhancements & banking integration

Project: Gibson Overseas, Los Angeles, CA

Cloud Financial Lead & Solution Architect:

Led the financial Cloud/Fusion Rel. 13 track full ERP implementation with enhancements & banking integration

Project: Zayo, Boulder, CO & Vancouver, WA

Track Lead: Receivables, Payables, Cash Management, eBTax and Collections.

18 global legal entities with 14 countries and operating units. Major enhancements and interfaces with SalesForce.com and legacy systems. Credit Management for a small Tektronix project.

Project: Tektronix, Beaverton, OR

Global Lead Support: Global Credit Management Rollout

Project: Broadridge, Long Island, NY

Project Lead and Project Manager: Global Advanced Collections with Enhancements

Project: Sonus Networks, Westford, MA

Project Lead and Manager: Credit Management with D&B Integration

Project: City of Oakland, Oakland, CA

Track Lead: Credit to Cash track with focus on Assets (AP & Projects), Interfaces, Receivables, Advanced Collections & eBTax

Project: Office Depot, Boca Raton, FL

Track Lead: Custom Billing System with Extensions for Office Depot & OfficeMax merger. Used HP ALM for testing.

Project: Iron Mountain, Philadelphia, PA

Track Lead: Oracle Advanced Collections

Project: USG, Chicago, IL

Track Lead: Collections with GetPaid, Credit Management, eBTax (Vertex & Sabrix)

Project: Dun & Bradstreet, Melbourne, Australia (CSC)

Track Lead: Receivables, Cash Management and Tax lead. TCA customer modeling.

Project: Seagate, Cupertino, CA

Financial Track – Credit & Collections EBS R12

Track Lead: Global requirements gathering for Advanced Collections, Credit Management and Trade Management-Deduction/Claims Settlement. TCA relationship modeling.

Project: American Tower Corp, Boston, MA

Financials Track Lead for C2C EBS R12: ERP System

Track Lead for US Implementation for Receivables – Credit to Cash Track. TCA modeling.

Project: Allscripts, Atlanta, GA

Financials Implementation Lead EBS R12: Complete ERP System

Track Lead: Lead for Global Implementation of Receivables, iReceivables, Advanced Collections, Credit Management, eBTax (Vertex) and Payments with lite manufacturing

Project: HD Supply – White Cap, Orlando, FL

Financials Implementation Lead EBS R12: Complete ERP System

Track Lead: Leading a Domestic R12 implementation with lite manufacturing and full financials including Receivables, iReceivables, Payables, Payments & Credit Management. TCA architecture.

Project: Macsteel USA, Newport Beach, CA

Financials Implementation Lead EBS R12: Complete ERP System

Track Lead: Rollout of Full ERP Manufacturing System by Region with Advanced Collections including Receivables, Payables and General Ledger

Project: ANSYS, Inc., Canonsburg, PA

Financials Implementation Lead EBS R12: Complete ERP System

Lead Consultant: General Ledger, AGIS, Global eBusTax, Receivables, Order Management, Purchasing, Payables, Advanced Collections, Inventory, Projects, SLA and Assets. Global implementation; 32 Ledgers, 23 Operating Units with Localizations

Project: Western Union Financial Services, Centennial, CO

Financials Implementation Support EBS R12:

Accounts Payables, Fixed Assets, Accounts Receivables, System Administrator with User & Role Management, Cash Management, General Ledger, eBusTax, Purchasing, AGIS. Global R12 implementation with global banking setups, AGIS, Inter-Company, Global eBusTax configurations

Oracle Corporation, Redwood Shores, CA - August 2005 – April 2009

Oracle Implementation Expert/Project Manager/Business Analyst/Accountant

Project: Dreyer’s Grand Ice Cream, Oakland, CA

EBS R12 Implementation: Accounts Receivables, Collections, Payments and Cash Management: Receivables, Collections and Cash Management lead for an 11.03 to R12 reimplementation project. Migrated the applications to R12 with multiple external custom systems. Eliminated two custom applications by implementing the Receivables setups for R12-Payments and moving external data points to Oracle. Overcome numerous data challenges with customer, transactions and iPayments data from the 11.03 systems.

Project: Herbalife, Torrance, CA

South America Financial Lead EBS: Financial lead for an eight-country rollout of Oracle Financials with Order Management and Operations. Managed a team of 12 financial consultants in various countries with unique operating and localization requirements. Worked closely with the client’sUS corporate office and coordinated all phases of the implementation for each location.

Project: VeriSign, Mountain View, CA

Project Manager ERP Divestiture Project: Project Manager and Financial Lead on a multi-unit divestiture project involving complex integrated Oracle and third party applications. Designed detail project plans, scope of work and managed functional and technical consultants, budgeting, resource and documentation of effort alongside the divesting company’s personnel.

Project: Guidance Software, Pasadena, CA

EBS R12 Project Manager ERP Implementation: Project Manager for a full ERP footprint with a team of 14 functional and technical consultants, as well as supported the financial implementation consultants. Managed all budgeting, staffing, documentation and daily requirements of the project.

Project: Gates Rubber Co., Denver, CO

EBS 11i Global Financials: Global Financials lead for an international manufacturing company. Responsible for managing and designing global rollout processes and standards worldwide. Undertook a global standardization initiative across all ERP financial areas to maximize global efficiencies. Managed global chart of account re-design.

Project: Fisher Scientific, Pittsburgh, PA

Phase 2:

EBS 11i Accounts Receivable, Payables, General Ledger and Cash Management: Successfully completed the Receivables, Payables, General Ledger and Cash Management upgrade from Oracle 11.03 to 11.5.10 with numerous very complex extensions to the Receivable application. This global medical supplier had extensive customizations within their receivable application and collection processes. The team successfully completed the upgrade with upgradeable form extensions and personalizations, the use of folders, and eliminated the customizations for maximum future upgradeability. Gained knowledge in Advanced Collections and Trade Management-Claims/Deduction applications.

Phase 1:

EBS 11i Accounts Receivable: Led and successfully completed the Receivables discovery and design phase 1 for an Oracle 11.03 to 11.5.10 upgrade with many very complex extensions. This global medical supplier had extensive customizations within their receivable and collection applications. The team successfully provided a proven upgrade path and redesigned or eliminated the customizations for maximum future upgradeability. Knowledgeable in Advanced Collections and Trade Management-Claims/Deductions.

Rose & Associates, Inc., Parker, CO - March 2001 – July 2005

Oracle Implementation Expert/Project Manager/Business Analyst/Accountant

Project: First Data Corp., Greenwood Village, CO & St. Charles, MO

Western Union: EBS 11i Receivables Implementation

Configuration & Documentation, UAT, Training Documentation Creation and Instructing, Support

Project: SPSS International, Madrid, Spain

Implementation EBS 11i Support; GL, AP, AR, OM, CS

Project: Rocky Mountain Health Plan, Grand Junction, CO

EBS 11i Business Analyst, Report Writing, AR Collection Training, ADI

Project: SPSS International, Chicago, IL

Business Analyst Support

Project: SPSS International, Brussels, Belgium

EBS 11i Implementation Support; GL, AP, AR, OM, CS

Project: Garlock Rubber Technologies, Paragould, AR

System review, troubleshooting, training & support

Project: EchoStar Communications, Littleton, CO

EBS 11i Responsibilities include project management, business analyst, and business process improvement. Oracle 11.03, application support includes GL, AR, AP, FA, HRMS, OM, PO, INV and Seibel CRM implementation.

Project: GE Medical Systems, Milwaukee, WI

EBS R11Global Implementation Project Manager. See details below.

Braun Consulting, Englewood, CO - February 2000 – March 2001

Project Manager

Project: GE Medical Systems, Milwaukee, WI

EBS R11 Responsibilities include Global System Administrator, Financial Applications and ERP site roll out at GE Medical Systems. Successful Financial/ERP implementations include Monterrey, Mexico and Buenos Aires, Argentina. Led internal client site teams, outside consultants, internal & external developers and DBA in the implementation of Oracle Financials Version 11.03 & 11i. Coordinated transition strategy including global acceptance testing and production cutover. Successfully managed the configuration of the Multi-Org/MRC environment. Implemented the complex Argentina Localization Patch in Buenos Aires, Argentina. Multiple references and recommendations upon request.

Oracle Corp, Managing Principal - October 1997 – November 1999

Financial Implementation Team Lead/Trainer/Course Developer (EBS R11 & 11i)

Project: President Enterprises, Tainan, Taiwan

Business Analysis Expert

Present Best Business Practices to senior management and conduct a project Implementation Health Checkup. Presented recommendations to streamline business practices using the Oracle Applications and guided the project implementation team on better implementation methods.

Project: Warner/Elektic/Atlantic Records (WEA), Burbank, CA

Trade Accounting/Receivables Project Lead

Led the CPG Trade Accounting implementation team. Worked with the client to implement the CPG Trade Accounting and Accounts Receivable applications for this recording distribution company.

Project: Frito-Lay Inc, Plano, TX

Purchase-to-Pay/Accounts Payable Implementation Lead

Led the internal client team through the first successful stage of their CPG implementation. Led the client in configuring the Oracle CPG Accounts Payable application for the Purchase-to-Pay cycle.

Project: Oracle CPG Curriculum Developer & Instructor, Redwood City, CA

Lead Financial Application Course Designer

Designed the financial section of the CPG (Consumer Packaged Goods) boot camp. Responsibilities included the course instructional material, class schedule coordination and presentations. Successfully designed the course to include how the financials interacted with the ERP partner suite packages, the business purpose of each package and the integration between the partner software. Led software integration presentations and financial courses. This boot camp was a required 6-week course for all new hires and clients were welcome to attend.

Project: Oracle Integration Documentation Lead, Redwood City, CA

CPG Financial Integration Lead

Designed the CPG financial integration documentation for developers and field consultants. This documentation included the business purpose for the integration and the confidential technical data for an all-inclusive one-stop trouble shooting field document.

ICG-Fiber Optic Technologies, Inc. - November 1995 – March 1997

Senior Systems Financial Analyst

Responsibilities included senior financial analysis, systems conversion and software implementation expert.

Project: Oracle Financial Implementation

Successfully implemented Oracle General Ledger, Accounts Receivable and Accounts Payables applications in less than three months. Directed and managed both internal personnel and external consultants. Developed and maintained numerous interfaces between the Oracle applications and legacy systems. Reengineered the legacy project costing system for a significant and measurable improvement in capturing and reporting costs. Developed cost allocation models for management reporting.

Financial Accounting Experience (Full Time Experience)

23 Years - Financial & Operational Accounting Companies:

1985-1987 Laventhol & Horwath CPA – Staff Accountant

1987-1987 Sigma Designs – Accounting Manager

1987-1989 Environmental Risk Insurance Company – Senior Accountant

1989-1991 Lloyd's – Controller

1991-1995 Rose & Associates, Inc. – President

1995-1997 ICG Communications FOTI – Sr. Systems Financial Analyst

1997-2001 Rose & Associates, Inc. – President

2001-2002 Echostar Communications – Sr. Business Analyst

2002-Curr. Rose & Associates, Inc. – President

Other Applications

MS Office2007: Word, Excel, PowerPoint, Outlook, Projects, Visio

Financial Applications: Oracle, Great Plains, Peachtree, Real World, Solomon, Platinum

Other Applications: DataLoad Expert, including all HTML pages

EDUCATION

Colorado State University, Fort Collins, CO

December 1985

Bachelor Degree – BS-Accounting