2016_10 efw sap functional short

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Information contained in this document is strictly private and confidential. AEGIS Consulting, Inc. expressly prohibits the disclosure of this information to any parties other than

those authorized in writing

5550 S. Fort Apache Road, Ste 102

Las Vegas, NEVADA 89148-7667

Telephone: (702) 938-0251

Cell phone: (925) 984 – 3221

AEGIS Consulting, Inc.

Management and SAP Financial System Consulting

E.F. (Evan) Williams

Senior Management Consultant, Solutions Architect and Financial Systems Consultant

Emphasis in SAP FI/CO, New G/L, PS, Consolidations, Integrated Process Design,

Project Management, ASAP Methodology, Solution Manager, Configuration Management

http://www.linkedin.com/in/evanwilliams00

CONSULTANT PROFESSIONAL SUMMARY: Thirty years of system design, testing, training, re-engineering, and management level experience in implementing and

upgrading financial systems across diversified conglomerate structures involved in international, multi-currency operations.

Fourteen years-plus in-depth SAP experience as Project Manager Team Lead and Integration Lead on Global Transformation

Projects, Implementation Projects, Re-Engineering Projects, Upgrade Projects, Remediation and Improvement Projects and Help

Ticket Resolution. Participa0ted in five presales engagements presenting New GL, and MFG and Financial processes.

CFO level experience in accounting and financial management and reporting including Shareholder Reporting, SEC Reporting

and Compliance, and internal Management Reporting. Board of Director experience as Secretary and Treasurer.

Performed design, analysis and recommendation for plans regarding requirements definition and gathering, analysis of “AS-IS”

and “TO-BE cases; process design and prototyping, configuration, unit & integration testing, data migration and User Training. Perform system diagnosis and re-engineering for existing systems. Experience in global manufacturing, Natural

Resources including Oil & Gas and Mining, financial services, apparel, medical technology equipment including hardware and software, utilities, military, aerospace and defense, Airline IFE, Engineering, Industrial Machinery and Components, High Tech Manufacturing and service industries. Experience in global manufacturing and service industries, particularly high tech industries such as computers, semiconductors, and telecommunications.

Twenty years experience as CFO and SAP Consultant in Revenue Recognition design, prototyping, configuration, testing and user training for Revenue Recognition. Experience in global manufacturing, Natural Resources including Oil & Gas and Mining, medical technology equipment including hardware and software, utilities, military, aerospace and defense.

Experienced management consultant and problem solver, process designer and re-engineer of deficient system processes. Excellent oral and written communication skills with strong consensus building skills. Functional specialist with broad business knowledge and experience.

Ten years of Platinum level SAP R/3 3.1H – ECC6.0 Implementation and Upgrade experience in the following areas: SAP project management plans, Enterprise Structure design; Blue Print; Integrated, Scenario-Based BPMLs; Requirements and Gap Analysis; System Design; Configuration; Proof of Concept Testing; User Approved Testing; Training Script Development; User Support; and System Re-Engineering. Presented project methodolagy in Pre-Sales engagements.

Platinum Level skills and experience in Requirements gathering, issue resolution, Blue Print, Integrated Process Design, Realization Configuration, Documentation, Testing, Training and Support. Manage and design cross module and cross department integration points for FI Module G/L, A/P, A/R, AA; CO Module CCA, PCA, CO-PC, COPA; PS Module; and EC Module ECCS and EC-PCA to the HR and Logistics sender modules.

Senior level experience in LSMW Migration Toolset, Transport Management Workbench, Special Ledgers and Report Painter. Transport Workbench Management. Lightly experienced in ABAP Work Bench toolset.

Expert in functional use of Solution Manager module Project Management and system life cycle management utilizing the ASAP Methodology and Solution Manager 7.0. Work with Basis, Technical and Security teams to provide System Life Cycle Management solutions compliant with ITIL and IPSEC ISO standards used by SAP, AG.

Substantial course work in ECC New G/L, FI/CO, EC, PS, Solution Manager, MM and ASAP. Financial Closing, Cost Accounting, Profitability Analysis, Profit Center Accounting and Complex International, Multi-Currency Consolidations.

Three years of experience, and course training, in Public Sector Management - IS/PS and Defnese and Security focused primarily on FI/CO, PS, MM, SD, and PM integration issues. Funds Management master data and process design to provide SFIS compliance using USSGL, Active United States of America Secret Security Clearance.

Mapped Switch Framework in ECC 6.0 with Enhancement Pack 4. (Hold temp Secret Clearance in US Dept of Defense) Pre sales engagements include Sodexo, WR Grace, Eagle Grugmann, Dixie Electric and PACCAR. Areas presented are

FI/CO, New GL, Manufacturing Processes and Integration, ASAP Methodology and Solution Manager. Complete SAP Training in SAP S4, Course work included HANA db straucture, S4 HANA configuration, Integration and

Reporting. Trained in Migration Planning to S4 Finance using Simplified, FIORI and Open Configuration models.

SAP R/3 – ECC EXPERIENCE Summary: Integration of all FI-CO-FM functionality with SAP AM, PS, MM, PM, SD and HR-CATS modules

Expert level skills with Micro Soft Office Suite, MS Project, Visio, and RWD Info Pak.

Enterprise Structure & Master Data Design SAP 5.0 / 6.0 EhP4 /Switch Frame Work ECCS Design, Master Data, Config

New General Ledger Design. Closing Cockpit Multi-Currency Design and Processing ECCS Legal, Bus Area, PCA, Consolidation

Chart of Accounts Design Asset Management Design / Configuration Consolidation of Investments / M&A Acctg

Accounts Receivable./Accounts Payable Enterprise Asset Management Design & Configuration Cost Element Accounting (CEL)

US GAAP and SEC Compliance Project Sys Financial Design/Integration Cost Center Accounting (CCA)

IFRS and European Union Compliance Logistics to PS to FI/CO Integration Profit Center Accounting (PCA)

Integrated Process Design & BPMLs Solution Manager Revenue Recognition / Results Analysis Product Costing

Configuration Rationale Documentation Federal / Military Funds Management Profitability Accounting (CO-PA)

Business Process Procedures US Federal Government Functionality - IPAC Internal Order Accounting

System Design, Re-Engineering SFIS Integration to SAP and USSGL Compliance Commissionaire with Plants Abroad

ASAP Project Methodology SD Integration to A/R, CO-PA Tax Based Profit Maximization Planning

Solution Mgr Functional Design- Implementation MM Integration to A/P, PUR, LIV, GR/IR Mgmt Reporting-Report Painter

Solution Manager Project Configuration LSMW Master and Transaction Data Migration Solution Manager Process and Config Structures

International Manufacturing Processes Solution Manager Enterprise Structure – Master Data European Commissionaire Process Design

http://www.linkedin.com/in/evanwilliams00

AEGIS CONSULTING, INC. E.F. (Evan) Williams of 8

Management and SAP Financial System Consulting FI/CO, New G/L, PS, EC-CS, Solution Manager

[email protected]


those authorized in writing.

SAP MODULE FUNCTIONALITY SUMMARY

SAP Module Name Sub-Module Integration Provided

Switch Framework Evaluation and Activation of Industry Solutions,

and Extension Sets with Basis Team

Research in SAP Market Place and System

IMG with Basis team and Business Leads.

Cross Applications Currency: Define enterprise design Configuration of enterprise wide settings

Enterprise Structure Definition of Enterprise Structure and Integration

across all Modules

Assignment of Enterprise Structure Objects

across all Modules

Enterprise Controlling: EC-CS, EC-PCA

Consolidation System for All Dimensions;

Company Code

Business Areas

Profit Centers.

Financial Statement Items design

Consolidated Chart of Accounts

Master Data for Transaction Types

Trading Partner and Functional Area Reporting

Currency Management

Eliminations

Consolidation of Investments

Executive Information System

Financial Accounting

FI Enterprise Structure

FI Master Data

Company Codes, Business Areas, Plants

Ledgers, Field Status Variant Settings

FI-GL, New G/L, Private and Public Sector

General Ledger design, Chart of Accounts

Real Time Integration to CO

Cost of Sales Accounting-

Functional Areas standard and enhanced

Currency Accounting and Compliance

Document Splitting / FS Item Assignment

Trading Partner – Inter-Company Billings

Master Data design for Vendor, Customer

Masters, G/L Accounts, Document Types

Define Inter Company Consolidation Tasks

S4 Finance (SFIN) Simple Finance

Design, Migration, Configuration, Reporting

Closing Cockpit (Redwood Scheduler Tool)

Revenue Recognition design and configuration

Tax Requirements Design and Configuration

Tax Procedure design and configuration

Tax Processes and Procedures

Tax Codes and GL Account Master Assignments

Automatic Posting Configuration

FI Integrations: HR, PM, CS,PP, MM, SD, PS, CO

Account Assignment and Determination

US GAAP- IFRS Design and Compliance (VAT)

FI Banking:

House Banks/Automatic Payments

FI-AP

Vendor Master and Master Data

Automatic Payments

Integration and Account Assignment

Configuration and Testing

FI-AR,

Customer Master / Master Data

Revenue Recognition / Results Analysis

Collections Mgmt – Automatic Payments

Integration and Account Assignment


FI-AM

Charts of Depreciation

Master Data design

Asset Classes and Depreciation Areas

Global Integration - Account Determination

Serial Numbers: AM and Equip Masters


Closing Processes, Reconciliations, Rptg

Private and Public Sector design & config

Enterprise Asset Management

WRICEF Design, Development and Testing

Controlling

Cost Element Accounting

Master Data and Hierarchy Design

Cost Element Group Design

Cost Center Accounting,

Hierarchy and Master Data design

Cost Center Groups

Functional Areas

Distributions, Assessments,

Planning & Reporting

Internal Orders

Process Design, Master Data, Integration,

Settlements and Reporting

Profit Center Accounting

Master Data, Segments, Hierarchy Design

Distributions and Assessments

Integration, Account Assignments & Reporting

CO-PA

Master Data, and Data Structure

Characteristics, Value Fields, Profit Segments

Integration and Account Determination

Flow of Actual Values Flows configuration,

Settlements and Reporting

COPA Restatement and Realignment

WRICEF Design, Development and Testing

CO-PC

Master Data, Process Design

Cost Roll and Cost Mark, Cost Release

Material Master Costing configuration

Origin Groups, Costing Sheets

Material Cost Estimate with Cost Structure

Costing, Costing Types & Valuation Variant

CO-PC by Period. PP Integration

Period End Variance, R/A-WIP, Settlements

Product Cost by Order and Sales Order

Costing Sheets, Cost Components, MEC

MTO, MTS, Engineer to Order processes

Project System

PS Financials Master Data

Process Design and Integration to

Complex Manufacturing and Maintenance

Processes: A&D GPD and MRO

Project Structure Design

WBS Design, Collaborative Projects

Network Design

Coding Mask DESIGN

Configuration

Settlements /Resource Related Billing

Results Analysis and Revenue Recognition

Closing and Reporting

Materials Management

Account Assignment (T030 / OBYC / OMWB)

Vendor Master-Financial View

Logistics Invoice Verification

Enterprise Structure

Master Data

Integration to FI/CO / Release Strategies

Sales & Distribution

Account Assignment (VKOA)

Object Assignment

Credit Management

Revenue Recognition

Inter-Company Billing


Master Data

Integration to FI/CO

Plant Maintenance: Enterprise Asset Management

Master Data Functional Location Hierarchy Equipment Maser and Equipment Groups

Integration to CATS, PS Maintenance Plans and Orders Work Centers

Solution Manager

Project Types and Business Process Structure

Project Administration

Project Definitions, Document Library


Master Data

Business Process Structure

Issue Management: HP-QC

Process Design: Description Documents

Process Flows,

BPP’s (Business Process Procedures)

Configuration Structure

Integration to Business Process Structure

T-Code integration to IMG Settings

Configuration Rationale Description Documents

Transport – Change Management

Transport Logs

Test Scripts and Testing Management

Technical Integration:

Help Desk, Early Watch Alerts,

Process Monitoring

Productivity Pack (RWD InfoPak)

Funds Management

Master Data

(Fund, Fund Center, Functional Area

Commitment Item, Funded Program)

Process Design

Derivation Rules

Integrations: GL, AM, AP, AR, PS, HR-CATS

Budgetary Ledger (Strategy Derivations,

Budget Categories, Account Assignment ,

Layouts) SFIS /USSGL /BEA Compliance



[email protected]



SAP PROCESS DESIGN AND INTEGRATION SUMMARY

SAP Process Name Module Integration Provided

Plan to Report Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Record to Report Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Month & Period End Close Integrated Process Design. Master Data. Prototypes. Configuration. Testing (Closing Cockpit)

Quote to Rev Recognition Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Plan (Demand) to Supply Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Order to Install Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Order to Maintain Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Order to Repair Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Enterprise Asset Mgmt Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Procure to Pay Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Order to Cash Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Engineer to Order Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Make to Stock Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Make to Order Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Commissionaire US / EU Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Grouping, Pegging, Dist Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Maint, Repair & Overhaul Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

Revenue Recognition Integrated Process Design. Master Data. Prototypes. Configuration. Testing (LOG/HR/PS to FI/CO Integr)

PROJECT & INTEGRATION MANAGEMENT EXPERIENCE Implementation / Cut Over Plans, Budgets and Schedules by Phase Develop Statement of Work and Project Scope Documents

Project Team Organization: Internal, Consulting and Off-shore Project Resource Assessment, Matrix Management

Definition of Business Scenarios & Business Processes Identification & Scheduling of Milestones & Deliverables

Lead Definition of Enterprise Structure, Master Data Identification of Configuration steps and addresses

Develop, Maintain and Communicate Project Plans Lead and Define Cross Module Integration Points

Project Status Reporting to Steering Committee Identify Plan Deviations and Implement Corrective Action

Solution Manager Project Administration Solution Manager Project Evaluation Reporting

SAP Course Summary SAP R/3 Overview (SAP01) Controlling (AC040)

ASAP Tools Detail (SM1210) CO Schedule Manager Period End Close (AC690)

Solution Manager 4.0, 7.0 (SM1310 . SM1410) Cost Center Accounting (AC410)

FI Accounting & Reporting (ACNA02) Cost Center Accounting Advanced Functions (AC412)

AC210 New FI General Ledger ECC 5.0 / ECC 6.0 Internal Order Accounting (AC415)

FI/GL Configuration (ACNA03) Product Cost Planning (AC505)

FI/AR, FI/AP Configuration (ACNA03) Profitability Analysis (AC605)

Asset Accounting (AC305) EC-PCA Configuration (AC610)

SAP Financial Close (AC205 EC-CS Functions (AC660)

FI Additional Features (AC260) EC-CS Consolidations (AC665)

Real Estate Management (AC290) Project Systems Management (CA080)

Funds Management (AC100) Project Systems Structures (CA800)

Funds Management ECC 6.0 (IPS910) PS Management Accounting (CA830)

SAP SEM 230 for 5.0 ECC ( SEM 240) PS Financials (CA801)

SAP Bus. Planning & Consolidation, Configuration (CPM310) S4/HANA Course 1.0)

Military Experience Summary

United States Army. Ft. Benning, GA Infantry Leadership School. Airborne School. Ranger School

First Cavalry Division, Airmobile Active Duty Roles.

Ranger Platoon/Team Leader “H” Co. 75th

Rangers: Special Operations.

Commanding Officer, Infantry

Company

“B” Troop, 1/9 Air Cavalry: Commanding Officer, Infantry (“Blues”) Company &

Helicopter (lift) Platoon Commander.

Awards and Medals Awarded twelve meritorious service, unit commendation and combat performance

First Cavalry Alumni Association Lifetime member of First Team Association

Bullwhip Squadron Association Lifetime member of First Squadron, Ninth Cavalry Association

Veterans of Foreign Wars Lifetime member of VFW, Puget Sound Chapter

American Legion Lifetime member of Puget Sound Chapter

PERSONAL INFORMATION: Education

California State University, Hayward Hayward, CA

Business Administration Accounting/Finance Major Statistics Minor

Political Science Organizational Structure and Behavior Business Law & Statistics Minors

Continuing Education Courses Accounting, Tax, SEC Compliance HR Compliance IT

SAP America Member SAP Developers Network Financial Modules, Solution Manager

SAP- Wellesey Information Services SAP Financials 2005 - 2014, CED Financial Modules/Solution Manager



[email protected]



Summary History of SAP Projects (Global is NA, CALA, EMEA, EU, ASPAC, Oceania) DATE CLIENT Project Role: SCOPE 06-16 - Present FRS, GmbH –

Clipper Vacations,

Inc

FICO Lead for North American Travel group providing foot and cargo ferry services and vacation

destination packages in the Pacific Northwest. Designed and configured nine company codes in

S4 FIN format on HANA based system for NetWeaver, Enterprise Structure, Financial Accounting

and Controlling. Established migration process for Customer Master, Vendor Master, Asset Master

and Bank Master for migration to SAP. Provided design f five payment methods in Automatic

Payment Program for all Company Codes. Researched and provided Tax Codes, Calculation

procedures and Automatic Posting Assignments. Prepared process designs for O2C, P2P, A2R,

R2R and MEC. Provided interface integration Functional Specifications for Check Forms.

Provided mapping training to users for data migration from legacy travel booking system and

legacy accounting system to SAP.

Prepared BPML, BPPs and Configuration Rationale Documentations.

NA

11/15-03/16 Municipality of

Anchorage

GL-CO Lead for Public Sector with FERC Blueprint and HANA platform. Interface with MOA

Managers and Users to define and document business master data structures and business

processes in Visio process flows and Word Process Design Documents. Solution Manager was

used to organize and manage the project. Validated Enterprise Structure design to Blue Print

Master Data documents. Reviewed design and configuration related to FI-GL including New GL,

document splitting and integration.

Gathered all requirements for WRICEF items. Collaborated with MOA IT to develop a System

Landscape drawing and a supporting excel document to describe each interface. Aligned

Business Process documents to Requirements Traceability Matrix to insure all requirements

provided by MOA were included in the .Blue Print Document library. Assisted in handover to MOA.

Project paused to seek RFQs for Realization Phase and obtain budget approval from Assembly

IS-PS, FM, GM,

FERC

Municipal

Implementation

03/15-11/15 Earthbound Farm

WhiteWave Foods

(IBM)

FI/CO Lead for SAP Implementation using HANA platform. Led Blueprint, Master Data and Process

design, Prototyping, Configuration, Testing and Training for MTS, MTO, OTC, PTD, R2R and MEC

processes utilizing , PP, MM, SD, FI,(FILO Reporting Library) CO-PC, COPA modules integration to

BW and BPC. Participated on Material Master design for master data and related configuration

data for all finance settings in General, Accounting and Costing tabs. Revenue Recognition using

orders. WRICEF

Global

Transformation

Agriculture and

Manufacturing

05/14 – 03/15 Clearwater

Seafood, Inc

(Direct)

Lead Consolidations Consultant and Reporting Team Member .(FI,CO,EC) (R2R,MEC). SAP system

installed on HANA platform.

Requirements gathering, Blueprint, Configuration, Prototyping, Testing and Training. Provided

design options for use of BPC and EC-CS for consolidation of actuals by Country and Product

lines. Designed and configured EC-CS Master Data, Data Monitor and Consolidation Monitor and

Consolidation of Investments. Provided real time integration between FI-GL, FI-AM, Trading

Partner, and CO-PCA to EC-CS for MEC processes including Revenue Recognition. WRICEF.

Global

Seafood fishery

and

Manufacturing

03/14 – 05/14 PVH Corp (Direct) FI/COI Lead, Integration Architect for all North American companies (FI,CO Interfaces design)

(MTS, MTO, MEC) Extended existing SAP design to North American entities. Lead Blueprint,

Master Data and Process Design, Configuration and Interface design for FI-GL, FI-AM, CO-CCA,

CO-PCA, CO-PC and CO-PA. Project stopped due delays in ASPAC rollouts. WRICEF

NA Global

Integ

AFS – Retail

Manufacturing.

09/13 to 03-14 Trilliant LLC

(Direct)

FI/COI Lead, Integration Architect (P2S, O2C, P2P, R2R, MEC) (A/P Workflow). Executed solution

designs for system remediation Help Tickets. Performed requirements analysis and designed and

tested solutions for processes, provided configuration and training.

Global

Utilities

05/13 to 08/13 Sunoco Logistics

(IBM)

FI/CO Solution Architect , Integration Architect (FI-Cust Master AM, JVA) (A2R, MEC). Directed

team Requirements Gathering and Gap Analysis for To Be Processes. Prepared and entered

system configurations, provided testing and training to user community. Provided integration.

Designed, configured and tested Revenue Recognition for Orders and Projects. WRICEF

NA

Oil & Gas

01/13 – 04/13t EFI, Inc. (Direct) Solution Architect Currency Assessment and Remediation Project (O2C, P2P, R2R). Performed

Requirements Analysis of To Be Process and proposed solutions to remediate the requirements.

Configured and prototyped proposed remediation of existing system deficiencies. Provided

Process, configuration and training documentation..

Global

High Tech

Printing

08/12 – 12/13 SPX Flow

Technology

FI/CO/PS/ETO Solution Architect Requirements Gathering, Blueprint, Configuration, Testing (FI,

CO, PS) (MTS, MTO, P2P, O2C, R2R, MEC) (FILO Rptg Library with BPP’s ) Performed review of

system deficiencies and developed solutions by correcting process and master design with related

configuration requirements related to Projects for manufacturing activities. Reviewed integrations

points in the manufacturing processes in PP, MM, SD, PS, FI, CO-CCA, CO-PCA, CO-PC and CO-

PA. Detected over $4MM in unbilled projects. Configured Rev Rec & Results Analysis. WRICEF.

NA/EU/SA

Stabilization

Engineering

Manufacturing

Heavy

Equipment

06/12- 08/12 Bacardi

International

COPA Project Manager, Solutions Architect (FI, CO, SD) (MTS, MTO, O2C, P2P, R2R)

(FILO Reporting Library with Work Instructions) COPA Process design remediation. Reviewed

COPA integration points from all sender modules to COPA. Created plans for Restatement and

Realignment of SAP Sender Modules (PP, MM, MRP, SD, Updated and corrected Revenue

Recognition and Results Analysis configurations. Detected and corrected all data errors between

sender modules, COPA and reporting downloads from COPA that did not pick up significant

transaction data resulting in reporting errors. Updated Results Analysis and Rev Rec. WRICEF

Global

Beverage

Manufacturing

& Distribution

12/2011 – 05/ 2012 Dolby Laboratories

(Intrigo)

COPA Project Manager, Solutions Architect (FI, CO, SD) (MTS, MTO, O2C,R2R). COPA

Requirement gathering, Process Design, Configuration, Testing, Training. Established process

and master data design and related configuration to implement COPA reporting across all

manufacturing processes. Provided design and configuration of Revenue Recognition for Orders

and Results Analysis for Project Structures. Performed prototyping and testing for proof of

concept. Participated in WRICEF development.

Global

High Tech

11/2011 – 12/2012 Genentech (Direct) Closing Cockpit Design Project (FI, CO) (MEC, PEC). Provided workshops for use of closing

cockpit across all business lines, organization levels and locations for MEC process using

CLOCOC functionalities. Presented Redwood scheduling functionalities.

North

America

Bio Tech

09/2011 – 11/2011 Lufkin Industries

(IBM)

ETO Process Integration, Requirements gathering, Config, Testing, Reptg, EAM, PP, CO-PC, CO-

PA, ETO-PS/GPD, MEC (FILO Reporting Library with Work Instructions) Worked with

manufacturing process teams to establish integration across all modules and product lines for

required reporting. Master Data design and Business Process design documents. Reviewed and

enhanced processes for Revenue Recognition and Results Analysis. Provided functional specs for

integration of ECC6.0 to BPC module for reporting of actuals. WRICEF development.

Global

Oil & Gas

Utilities



[email protected]



02/2011 – 09/2011 Jet Blue / Live TV

(Worklogix)

Consulting Project Manager for Solution Manager 7.0, ECC 6.0 Upgrade Architect (A&D), (MTS,

MTO, ETO, R2R) Requirements gathering, Process design, Blue Print, Configuration, and Testing

Plans for MFG processes. Created BPP’s for all process steps. Created End to End BPML for all

Business Scenarios and Processes in Solution Manager. Implemented all Master Data, Process

design and Configuration documentation in the Solution Manager module. Established Upgrade

Plan with PMO and successfully executed the Planned Upgrade.

North America

High Tech

Engineering

and

Manufacturing

06-2010 – 01/2011 Daya Bay Nuclear

Station,

PR China(PwC)

Solution Architect, Integration Manager, FI/CO Lead (IS-U) EAM. Directed Enterprise

Structure design, Master Data design, Process design, configuration, testing and training (O2C,

P2P, PS, PM, R2R, MEC) Responsible for configuration of FI-GL, FI-AR, FI-AP, FI-AM, CO-CCA, CO-

PCA, CO-PC. Prepared all related documentation and trained project team in use of all configured

components. Provided integration to all FI/CO modules.

China IFRS

Utilities

01/2010 – 05-2010 MEDRAD Corporation

(Bayer Group)

FI/CO Integration Lead for BI integration (FI-GL, FI-AM, CO-PA, CO-PCA to BI). Provided guidance

to identify all ECC tables and data elements required for BW reporting extracts.

Requirements gathering, Gap analysis, Report prototype testing and validations for BEX testing for

BI Extracts and reporting. .

Global

Medical Device

Manufacturing

10/2009 – 12/2009 Tennant Corporation

(Direct)

FI/CO Integration Solution Architect (ECC6.0 to BI 7.0) CO-PA (MTS, MTO, ETO, R2R). Performed

analysis of all sending sources to COPA. Developed specifications and plans to execute COPA

Restatement and Realignment to re-establish proper balance, alignment and accurate data flows

from sending modules to COPA. Validated all COPA Transfer Structures and related master data,

configuration and testing including documentation. Worked with BW team to validate and correct

all COPA to BW extracts and reports.

NA/EU/ASPAC

High Tech

Heavy Equip

Design and

Manufacturing

02/2009 – 09/2009 DoD, Pentagon, BTA

(Bus Transformation

Agency)

FI/CO/FM Solution Architect/Sol Mgr 7.0 Lead, (IS-PS) (A&D) (FI-GL, FI-AM, FI-AR, FI-AP, CO-CCA,

CO-PCA, CO-PC, COPA, R2R, MEC) (FILO Reporting Library with Work Instruct) Led

Requirements Gathering for Enterprise Structure, FI/CO and PS Master Data, Business Process

Flowcharts, Configuration Rationale and User Training documents. Configured FI/CO modules to

implement agency requirements. Participated in presentation of Prototype System to Pentagon

Brass to validate that SAP could replace all DOD legacy systems. Designed cross branch

collaborative R&D and Capital Projects

USA

Public Sector

Military A&D

Summary History of SAP Projects (Global is NA, CALA, EMEA, EU, ASPAC, Oceania) DATE CLIENT Project Role: SCOPE 02/2011 – 09/2011 Jet Blue / Live TV (Worklogix) Consulting Project Manager for Solution Manager 7.0, ECC 6.0 Upgrade Architect (A&D),

(MTS, MTO, ETO, R2R) Requirements gathering, Process design, Blue Print,

Configuration, and Testing Plans for MFG processes including Revenue Recognition for

Orders and Results analysis for Project Structures. Created BPP’s for all process steps.

Created End to End BPML for all Business Scenarios and Processes in Solution Manager.

Implemented all Master Data, Process design and Configuration documentation in the

Solution Manager module. Established Upgrade Plan with PMO and successfully

executed the Planned Upgrade. Participated in WRICEF development.

North America

High Tech

Engineering

and

Manufacturing

06-2010 – 01/2011 Daya Bay Nuclear Station,

PR China(PwC)

Solution Architect, Integration Manager, FI/CO Lead (IS-U) EAM. Directed Enterprise

Structure design, Master Data design, Process design, configuration, testing and training

(O2C, P2P, PS, PM, R2R, MEC) Responsible for configuration of FI-GL, FI-AR, FI-AP, FI-

AM, CO-CCA, CO-PCA, CO-PC. Prepared all related documentation and trained project

team in use of all configured components. Provided integration to all FI/CO modules.

China IFRS

Utilities

01/2010 – 05-2010 MEDRAD Corporation

(Bayer Group)

FI/CO Integration Lead for BI integration (FI-GL, FI-AM, CO-PA, CO-PCA to BI). Provided

guidance to identify all ECC tables and data elements required for BW reporting extracts.

Requirements gathering, Gap analysis, Report prototype testing and validations for BEX

testing for BI Extracts and reporting. .

Global

Medical Device

Manufacturing

10/2009 – 12/2009 Tennant Corporation (Direct) FI/CO Integration Solution Architect (ECC6.0 to BI 7.0) CO-PA (MTS, MTO, ETO, R2R).

Performed analysis of all sending sources to COPA. Developed specifications and plans

to execute COPA Restatement and Realignment to re-establish proper balance, alignment

and accurate data flows from sending modules to COPA. Validated all COPA Transfer

Structures and related master data, configuration and testing including documentation.

Worked with BW team to validate and correct all COPA to BW extracts and reports.

NA/EU/ASPAC

High Tech

Heavy Equip

Design and

Manufacturing

02/2009 – 09/2009 DoD, Pentagon, BTA

(Bus Transformation Agency)

FI/CO/FM Solution Architect/Sol Mgr 7.0 Lead, (IS-PS) (A&D) (FI-GL, FI-AM, FI-AR, FI-AP,

CO-CCA, CO-PCA, CO-PC, COPA, R2R, MEC) (FILO Reporting Library with Work Instruct)

Led Requirements Gathering for Enterprise Structure, FI/CO and PS Master Data

including collaborative projects, Business Process Flowcharts, Configuration Rationale

and User Training documents. Configured FI/CO modules to implement agency

requirements. Participated in FI/CO/PS presentation of Prototype System to Pentagon

Brass to validate that SAP could replace all DOD legacy systems. Designed cross branch

collaborative R&D and Capital Projects. Lead design and testing of WRICEF objects.

USA

Public Sector

Military A&D

06/2008 - 11/2008 AeroSpace Corporation

(Direct)

Solution Manager Lead Architect. Integration Consultant. (CATS, HR, FI-GL, CO-CCA,

CO-PCA, COPA) (H2R, MTS, MTO, ETO, R2R). Implemented al Enterprise Structure,

Master Data, Process Design, Configuration and related documentation into the Solution

Manager module. Provided Blueprint for design of the Solution Manager module.

Prepared all Test Plans and client User Training and related Training Documentation.

USA

A&D R&D High

Tech and

Manufacturing

04/2008 – 06/2008 St Jude Medical (IBM) FI/CO Lead. Provided New G/L & Commissionaire Design (IFRS) (FI-GL FI-AM) (MTS,

MTO, P2P, O2C, R2R) across all EU entities with required localizations. Provided and led

Blueprint design for FI/CO modules for all utilized Commissionaire Processes including

integration to all sending Logistics modules (PP, MM, IM, SD, PS). Directed and

presented workshops to validate designs to client management team. Prepared design of

Enterprise Structure, FI/CO/PS Master Data and designs for R2R and MEC Processes

Validated process compliance with all approved Commissionaire Contracts with the EU.

NA/EU

Medical Device

Manufacturing

High Tech

02/2008 – 04/2008 Nortel Communications (Seal) Project Manager for three projects: ETO, Revenue Recognition - Results Analysis and

Solution Manager 7.0, Lead Upgrade Architect. Prepared project plan for all project tasks

and assigned resources. Prepared and presented workshops for required process

functionalities. Led module teams in preparation in of master data and process designs.

Directed design for the following modules: CATS, FI-GL, FI-AM, FI-AP, FI-AP, CO-CCA,

CO-PCA) (ETO, MTO, Rev Rec, P2P, OTC, R2R). Led Blue Print (Master Data, Enterprise

Structure, Process Design. Participated in WRICEF development.

North America

High Tech R&D

Manufacturing



[email protected]



Summary History of SAP Projects (Global is NA, CALA, EMEA, EU, ASPAC, Oceania) DATE CLIENT Project Role: SCOPE 12/2007 – 01/2008 PACCAR, Inc. (Accenture) Solution Architect, Integration Manager, FI/CO Lead EAM, New GL, MTS, MTO and ETO

manufacturing processes). Led Blueprint phase to present workshops to client

personnel and design PP and CO-PC modules. Prepared design for NEW GL Master

Data. Presented Best Practice designs for required manufacturing processes. Project

was stopped due to lack of Manufacturing Execution System for Plant Floor.

China IFRS EU

Automotive

08/2007 – 12/2007 Babcock & Wilcox (Cap

Gemini)

FI/CO Integration Solution Architect for Blue Print Assessment Project (ECC6.0) (FI-GL,

FI-AP, FI-AR, FI-AM, CO-CCA, CO-PCA ,CO-PA), PS ( EAM, MTS, MTO, ETO, O2C, P2P

R2R, MEC, including Revenue Recognition and Results Analysis). Prepared design for

Enterprise Structure, Master Data and all business processes (Reporting Library) Lead

FI/CO and integration tasks for blueprinting of eight plant locations involved in power

plant design and construction, power plant operation and power production in coal fired,

oil fired and nuclear powered facilities. Participated n development and presentation of

SAP design options to senior management. Analyzed WRICEF requirements for FI/CO.

NA/EU/ASPAC

Utility

Mining

10/2006 – 07/2007 Varian Systems (Deloitte) FI/CO Integration Lead and Solution Architect (IFRS) (MTS, MTO, ETO, O2C, P2P, R2R)

(Requirements gathering, design workshops for management teams. Served as Project

Manager for Finance and Consolidation Modules. Participated in design of Plan to

Revenue Recognition Results Analysis prototype using PS module. Participated in design

of prototype of Special Purpose Ledger for China Operations and Reporting

requirements. Established Blue Print plan and Solution Manager design of Document

Library for Enterprise Structure, Realization Lead for FI/CO and PS Master Data, Business

Process design and integration, and Configuration design and rationale. Prepared

Functional Specs. Provided WRICEF design integration for all interfaces. Directed

configuration activities and transport management. Led successful Realization phase

configuration of processes & reporting.

NA/EU

High Tech R&D

Medical

Equipment and

Facilities

04/2006 – 10/2006 Royal Philips, BV (Direct) FI/CO/FM Solution Architect/Sol Mgr 7.0 Lead, Configured New GL, FI-AM,PS, CO-CCA,

CO-PCA, CO-PC and COPA) Led module teams, prepared Process Flows for O2C, P2P,

P2S, MTS, MTO, EAM, O2C, P2P,R2R, MEC (including Revenue Recognition and Results

Analysis). Used ASAP Methodology to execute Blueprint and Realization phases.

Prepared and presented workshops showing master data, process and module to module

integrations in SAP processes. Created design and Document Library for Solution

Manager module to manage blueprint and configuration of Enterprise Structure, FI/CO

and PS Master Data, Business Processes and Configuration Rationale. Prepared End to

BPML to include all Manufacturing and Financial processes. Prepared Functional Specs.

Provided WRICEF integration support for non-SAP interfaces.

USA

High Tech,

Medical Device

R&D and

Manufacturing

11/2005 – 04/2006 Under Armor, Inc (SAP

America)

Lead Consultant- ECCS Module. Consulting Team Member FI/CO, A&F .Implementation

project. Prepared and presented (FI-GL, MEC, Consolidations, and Reporting workshops.

Led blueprint teams to define Master Data, Enterprise Structure for international garment

manufacturer. Designed and configured Enterprise Structure, Master Data and business

processes related to R2R and MEC and designed integrations to the Consolidation

System. Designed and configured Consolidation System Master Data, Data Monitor and

Consolidation Monitor. Successfully tested consolidaton processing for all company

codes and profit centers.by Product Line and geographic area. Provided training

procedures and training to client personnel. Implementation was successful.

NA

AFS - Retail

10/2005 – 11/2005 Banc Tec Corporation

(Direct)

FI/CO Lead, New G/L & Commissionaire Design Project to include (IFRS and US GAAP

requirements for legal and management reporting. Provided design for FI-AM module.

Provided workshops for design of New GL to company management. Developed and

presented process flow workshops for required Commissionaire processes for

international business requirements.

NA/EU

Financial

Services

High Tech

08/2005 - 10/2005 eFUNDs Corporation (Direct) Project Mgr, FI/CO/EC-CS Lead for FI-LC to EC-CS conversion project. Using conversion

tool CX0UM developed conversion plan to move consolidation system from FI-LC to

EC-CS module. Prepared mappings from FI-LC module tables to EC-CS tables. Tested

conversion of each table for Master Data, Data Monitor and Consolidation Monitor and

Consolidation of Investments to provide reporting for all Company Codes and Profit

Centers by Product Line. . Completed migration successfully and EC-CS was put into

productive use by client.

Global

Financial

Services

High Tech

05/2005 - 08/2005 TIC, Inc. (SAP America) FI/CO Consolidations Lead. Led definition for Blueprint for R2R and MEC Master Data for

Utility and Mining developer and operator in North America, Europe and Asia , Enterprise

Structure and Process Design Integration. and New G/L. Participated in gathering user

requirements for EAM (Functional Location Hierarchy and Scheduled Maintenance

master data and process flow design and configuration rationale in Realization Phase),

Participated in requirements gathering and design and configuration of ETO process with

all related documentation for PS Master Data, Process and Configuration settings (IS-

UTIL) for Utility Plant and Mining Site facility design work, operations and maintenance.

Design work included Revenue Recognition and Results Analysis configuration and tests.

Prepared Functional Specs. Integrated FI-GL and CO-PCA to EC-CS for consolidation

processing. Designed Master Data and configuration rationale for EC-CS including Data

Monitor, Consolidation Monitor and Consolidation of Investments.

Global

Utility Power

Plants

Mining

01/2005 – 05/2005 CIA, Australia (IBM/Raytheon) FI/CO Lead Consultant.: FI, AM & CO Modules, EAM, O2C, P2P, R2R, MEC) (FI-GL, FI-AM,

CO-CCA, CO-PCA). Used ASAP Methodology to execute Blue Print and Realization

phases. Performed requirements gathering. Prepared and presented workshops to

finalize design of Enterprise Structure, FI/CO PS Master Data and all FI/CO PS related

business process. Led project team in prototyping to provide proof of concept for EAM,

R2R and MEC processes. Provided design, functional specs and configuration for FI-GL,

FI-AP, FI-AR, FI-AM, CO-CCA, CO-PCA. Participated in design of procurement processes

related to In-country and CONUS purchasing. Configured Enterprise Structure, FI/CO/PS

Master Data and related business process settings and configuration rationale. Provided

BPP’s, Training and Test Scripts for FI/CO PS. Provided integration support across all

end to end processes. Provided WRICEF Functional Specs, and testing.

NA/ASPAC

Public Sector

Military



[email protected]



Summary History of SAP Projects (Global is NA, CALA, EMEA, EU, ASPAC, Oceania) DATE CLIENT Project Role: SCOPE 04/2004 – 01/2005 Conoco Phillips Canada

(Cap Gemini)

FI/CO Lead Consultant:. JVA Team Member Performed requirements gathering in

Blueprint Phase. Prepared and presented workshops for Master Data design and

Process design for Blue print Phase. Provided Functional specs. Configured Enterprise

Structure, FI-GL, FI-AM, PS, CO-CCA, CO-PCA) in Realization Phase. Participated in

design of BPML for MTS, P2S, P2P, O2C, A2R, R2R, MEC processes, including Revenue

Recognition and Results Analysis. Directed preparation of BPP’s, Test Scripts and

Training documents using Productivity Pack (RWD). Established design for use of

Solution Manager module to manage design, configuration and documentation for

Enterprise Structure, FI/CO/PS Master Data, Business Processes and Configuration.

Directed and participated in Unit, String and Integration testing. Provided integration

support across all end to end processes. Provided WRICEF integration for non SAP

interfaces. Provided WRICEF report design functional specs, testing and training.

Global

Oil & Gas

03/2004 – 04/2004 Novellus Corporation (Direct) FI/CO/PCA Lead. Assigned 100+unresolved Help Desk Tickets for New G/L /AM/ PS / CO-

PA / Sol Mgr, and IFRS reporting requirements. Established solutions as assigned.

Global

High Tech

01/2004 – 02/2004 General Mills, Inc. (Direct) FI/CO Consultant for GR-IR project. Reviewed and corrected configurations and cleared

GR/IR of over 2.7MM uncleared items in account with 2.9MM entries. Documented system

settings. Adjusted settings for currency and quantity tolerances for three way match.

Prepared test scripts and training scripts for users.

NA/EU

Food R&D

Manufacturing

12/2003 – 01/2004 AMADA Corporation (Direct) COPA Lead Consultant. Reviewed source postings flowed into COPA. Reviewed and

corrected COPA Transfer Structures. Validated and updated Revenue Recognition and

Results Analysis processes and configurations. Prepared plan and executed COPA

Restatement and Realignment. This put the system components back in balance and

eliminated reporting errors caused by the misalignments between the sender

components to COPA.

Global

Heavy

Equipment

Fabrication

11/2003– 12/2003 Americo Apparel Group, Inc.

(Direct)

FI/CO Lead Consultant (R2R, MEC) FI-GL, C)-CCA, CO-PCA). Implemented new Company

Code with related FI configurations. Added objects as required to CO-CCA and CO-PCA.

Provided documentation for master data, test scripts and training documents.

NA

AFS - Retial

10/2003 – 11/2003 Credence Systems

Corporation (Direct)

Lead ECCS, FI/CO Consultant (FI, CO, EC) R2R, MEC including Revenue Recognition and

Results Analysis processes). Performed review of R2R and MEC processes. Prepared

Blueprint for implementation of the EC-CS module to manage consolidation functions and

reporting. Design included EC-CS Master Data, Data Monitor Tasks, Consolidation Monitor

Tasks and Consolidation of Investments tasks and reporting.

Global

High Tech

Engineering

09/2003 – 10/2003 DirecTV (Direct) FI/CO Lead Consultant (EC-CS) (R2R, MEC). Performed review of R2R and MEC

processes. Prepared Blueprint for implementation of the EC-CS module to manage

consolidation functions and reporting. Design included EC-CS Master Data, Data Monitor

Tasks, Consolidation Monitor Tasks and Consolidation of Investments tasks and

reporting.

US/AU

High Tech

Media

07/2003 – 09/2003 Guidant Corporation (Direct) FI/CO Lead Consultant. Prepared process flows, testing scripts and training scripts

(Productivity Pack – RWD) for all user transactions related to FI-GL, FI-AM, CO/PCA /PS,

CO-PA,, PCA, JVA & SEM Team. Provided documentation for IFRS requirements as

directed. Prepare Process Flows FI/CO/PS MTS, MTO, P2P, O2C, H2R, CATS, R2R, MEC)

NA/ASPAC/EU

High Tech

Medical Device

Manufacturing

04/2003 – 07/2003 Duty Free Stores-Galleria

(Cognizant)

FI/CO, PCA Consultant. FI/CO (FI-GL, MEC, Consolidations, Reporting). Performed review of R2R

and MEC processes. Prepared Blueprint for implementation of the EC-CS module to manage

consolidation functions and reporting for all Company Codes and Profit Centers reflecting

product lines and store units by country. Design included EC-CS Master Data, Data Monitor

Tasks, Consolidation Monitor Tasks and Consolidation of Investments tasks and reporting.

Performed configuration settings and prepared configuration rationale documents for EC-CS

Module. Prepared Test Scripts for Unit, String and Integration testing for consolidation tasks.

Provided training documents and user training.

Global

Retailing

10/2002 – 04/2003 US Navy NAVSEA / NEMAIS

(IBM)

FI-CO PS Lead Consultant for Public Sector, US Government, National Defense Project.

Provided management reporting design using PS, CO-CCA and CO-PCA to track RRB

(Replacement, Retirement, Betterment) and maintenance projects for Navy In Water

Maintenance facilities (SIMAs). Provided Master Designs and performed all configuration

to establish a prototype for validating proof of concept for PS, CO-CCA and CO-PCA.

Prepared Master Data, Process Flows Test Scripts and Configuration Rational

documentation. Prepared WRICEF Functional Specifications focused on Interfaces and

Reporting. Managed FI/CO Transports and documentation. Provided Post Go-Live

Support and Re-Engineering for FI-GL, FI-AM, O2C, P2P, PS, CO-CCA/and CO-PCA.

Global

Public Sector

Military

12/2001 – 10/2002 New Territory Consulting

(Direct)

FI/CO/EC-CS/EC-PCA, CO-PA Consultant. Requirements gathering, Current State vs

Future State analysis, Master Data Design, Process Design including documentation.

NA

Manufacturing

12/1999 – 12/2001 Chevron Corporation

(Deloitte)

Oil and Gas Implementation Project for upstream and downstream operations. Project

Management Office/Project Controller, FI/CO Consultant. As Project Controller created

all Master Data for Contract Vendor Management, PS Master Data for project task

execution and reporting including Earned Value Analysis. Provided design and

configuration for Results Analysis. Established and maintained FI-GL, FI-AP, FI-AR and

FI-AM master data. Prepared Functional Specifications for WRICEF developments

focused on Reporting and Interfaces. Provided documentation and training to users

Prepared and presented daily, weekly and monthly status reports on all aspects of project

operations. Consultant CO Team Member

Provided expertise of Successful Efforts Accounting and SEC and Tax reporting

requirements as FI/CO Consultant. Provided master data and business process design

for R2R and MEC process related to upstream and downstream operations. Worked with

other module teams on integration points and related master data. Prepared Test Scripts

and performed Unit, String and End to End process testing. Developed BPP’s and

Training documents for users. Prepared users scripts for Chevron internal website.

Global

Oil and Gas



[email protected]



Company:

AEGIS Consulting, Inc., Las Vegas NV December 1999 - Present

An Independent SAP and Management Consulting specializing in domestic and international implementations of SAP ECC enterprise

resource planning (ERP) software including functional solutions architecture, ASAP project management, blue printing, integrated process design, integration management, configuration, testing, support, and process re-engineering.

SUPERIOR DISTRIBUTING SERVICES, INC, Redding, CA April 1994–December 1999

Controller and Business Manager for full line vending operation and coffee services distributor Directed Financial and Operational

functions including Accounting, Planning, Tax, Route Scheduling, Purchasing and Client Acquisition. Negotiated all contracts with suppliers and customers to establish prices, services, equipment and costs Reviewed all equipment purchase plans and tested equipment prior to purchase. For second ranked Vending/Coffee Services Distributor in market area, increased revenues four-fold in two years by aggressive Marketing & Client Acquisition Program. Designed and implemented integrated accounting system to process revenues and product costs by machine type, product type, and client location. This system increased sales by location by analysis of product sales by product types and

reduced expenses by eliminating the placement of less popular products in each location.

Santa Fe Southern Pacific Corporation: (Holding Company) Sept 1980 – April 1994

Santa Fe Pacific Corporation, Chicago, IL. San Francisco, CA. April 1989–April

1994

Consultant, Tax Audit Administration for diversified holding company. Resolved open tax issues for corporations involved* in

Transportation, Real Estate Development, Forest Products and Oil & Gas Exploration and Production. Independently developed successful tax audit issues that realized net cash flow in excess of $60MM over the course of the consulting assignment. Performed knowledge transfer to internal managers and department personnel across the business units audited to preserve the benefits realized as a result of the audit challenges. This provided efficiencies in the day-to-day tax management and reporting as less time and effort was required to prepare returns.

Santa Fe Pacific Timber Company, Redding, CA May 1984 – March 1989

Director, Finance & Administration, CFO/CAO, Corporate Director and Treasurer for largest timber producer in Western U.

S. with over 1MM acres of fee land, three plants and 1,000 employees. Responsible for Division Financial Management, Reporting and Strategic and Financial Planning. Served as Project Director and led system design and implementation teams, including all user groups. Due to design the software turned the project into a “Beta Test Site”. Implementation was a significant success in upgrading processes and creating efficiencies. Successful knowledge transfer to our users enabled enhanced project level management of all company operations Rio Bravo Oil Company, San Francisco, CA May 1982–April 1984

Director, Finance & Planning; CFO; Corporate Director/Treasurer for oil and gas exploration and

production company involved as General Partner and Project Administrator in on-shore and offshore operations. Operations included management of 4MM acres of fee mineral rights, 200-plus employees, and $100MM plus in Revenues. Responsible for the Division Financial Reporting, Audit Management, Tax Administration, Financial Planning and Strategic Planning. Led system design and implementation teams for integrated, modular database system to manage the operations of the Company, its Subsidiaries and its Joint Ventures. The accuracy and real time reporting capabilities enabled personnel to make quicker decisions regarding operations. Our partners deferred to our Company as the Project General Manager due to management capabilities produced by successful knowledge transfer to our user groups.

Southern Pacific Land Company, San Francisco, CA September 1980- April 1982

Manager, Financial Reporting for 10 Company Division of Natural Resource and Commercial/Industrial Real Estate developers

involved in wholly-owned and joint venture Office Towers, Office Park and Industrial Park projects throughout the United States. Operations included ten operating companies, 7MM acres of fee lands, $1Billion in Revenues, and 1,000 plus employees across the United States. Responsible for Division/Segment Financial Reporting, Audit Management, Tax Administration and Reporting, Division/Segment Reporting and Financial and Strategic Planning. Co-Director of successful System Implementation Team that provided a geographically dispersed, integrated, database system to all Companies, Field Offices, Managers and Accountants. Our Project Management capability from our Systems, and our successful knowledge transfer to our user groups, led our Partners to elect us as Project General Manager.

Southern Pacific Company, San Francisco, CA January 1979 – August 1980

Manager, Corporate Accounting for diversified Holding Company comprised of eight industry operating segments, $8Billion in

Revenues, 50,000 plus employees and 160-plus companies. Directed Accounting and Planning functions including Consolidations, Financial Reporting, SEC/ICC Reports, Board of Directors Reporting Packages, and Shareholder Reporting. Directed the accounting and reporting for the Executive Compensation Ledger, the Corporate Retirement Plan General Ledger and Form 5500, and the Corporate Foundation General Ledger and Grant Processes

EMPLOYMENT HISTORY