2119 Thornwood Avenue

Wilmette, Illinois 60091

 

 

 

A forward-thinking and results-driven FINANCE and IT Executive, with combined financial, business and technical skills to lead successful strategy development, solution deployment and business execution.  Established capabilities in analytical reporting system development, driver validations, metrics, automated reporting and Web-based reports. Adept at understanding business processes while bridging the divide between IT and functional and operating departments.  Accomplishes goals through teamwork and interpersonal, people networking and management skills.  Driven to achieve results and exceed expectations to ensure the sustained success of an enterprise.

 

 

 

ULINE

 

Built out a team of 10 individuals who focus on process improvements across the Finance organization. Oversee all Finance related IT projects. Manage the Oracle eBusiness Suite and all other Finance applications.

• Upgraded Oracle eBS from 12.1.3 to 12.2.11 and implemented a High Availability architecture.
• Implemented High Radius for Collections, BillTrust for Cash Applications, custom application for Credit decisions, Adaptive Insights for budget and forecasts, Blue Prism for Robotic Process Automation, Custom Fraud Model for Order Processing.
• Manage all credit card processing.
• Key member of the Cybersecurity Working Group and Business Continuity Team.

 

MCDONALD'S CORPORATION

 

Spearheaded global team responsible for converting existing financial and attribute data from Legacy systems to Oracle eBusiness Suite and Oracle Business Intelligence Applications.  Ensured migration to new platform to enable countries to move accounting functions to shared-services center, reducing head count by 50%, with implementation in three countries.

• Developed and managed data conversion strategy through all life cycles of implementation.
• Led 16 on-shore and off-shore staff to develop Informatica solution, enabling repeatable process for subsequent conversions.
• Collaborated with markets to gather requirements, cleanse and enhance required data.

 

 

 

Collaborated with a global team to implement Hyperion planning and reporting system with full integration into Oracle eBusiness Suite and Oracle Business Intelligence Applications, allowing business to produce rolling two-year plan with little or no user interaction, cutting planning cycle by two weeks.

• Developed models to identify quantitative and qualitative key drivers to predict future financial performance.
• Worked through multiple iterations to validate drivers and built all extraction and cleansing programs to populate models.

 

 

 

Developed and delivered global technology solutions for business analytics, using Teradata and Microstrategy.  Combined data from internal operations reviews, mystery shopper programs and direct customer feedback to measure business performance, acting as key driver for operational and sales turnaround from 2005 forward, resulting in annual sales increases of up to 9%.

• Created metrics used to measure and drive improvements in operations for over 30,000 locations and 100 countries worldwide, serving as first enterprise program to achieve global buy-in and implementation.
• Ensured metrics directly correlated with desired results with explainable and measurable outcomes.
• Developed automated reporting for all global operations staff, operators and store managers to allow access to performance metrics.
• Developed and implemented applications for collection of operations reviews and metrics on multiple platforms (desktop, web and mobile).
• Created models for measuring drivers of sales on daily and hourly level.
• Participated on cross-functional team to evaluate methodologies for marketing spending.

 

Director, Financial Systems, 1999-2004.  Managed team of eight individuals responsible for developing reporting and process streamlining solutions.  Designed and built Oracle global financial consolidation database and reporting system, as well as Oracle reporting system for all corporate G&A expenditures. Created framework, using Excel and SQL to allow flexible reporting by all financial staff.  Director, Finance-Data Warehouse, 1997-1999.  Devised Oracle Data Warehouse to enable reporting of near real- time financial results from Legacy accounting systems.  Developed Web-based reports (custom HTML) packages, as well as automated report distribution system.  Supervisor, Manager, Shared Services, Real Estate, Special Projects, 1985-1997

 

 

 

UNIVERSITY OF TOLEDO, Toledo, Ohio

B.B.A., Accounting

 

 

 

Certified Public Accountant, 1986

 

 

 

AICPA

 

 

 

SQL, PL/SQL, Oracle eBusiness Suite, Oracle Business Intelligence Applications, Oracle, Teradata, Microstrategy, Hyperion, Informatica