Vice President Financial Reporting Systems @ Brookfield Asset Management
Managing Partner @ CompIntelligence
Director Business Intelligence @ Answerthink Consulting
Education:
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Professional experienced in leveraging technology to deliver global business solutions with expertise in international financial consolidation, reporting, forecasting and analysis using Oracle’s Hyperion products - HFM, FDM, Enterprise. Over the span of 20 years lead many successful projects for finance departments covering most industry verticals and many Fortune 100 companies; most recently in the Commercial Real Estate
Professional experienced in leveraging technology to deliver global business solutions with expertise in international financial consolidation, reporting, forecasting and analysis using Oracle’s Hyperion products - HFM, FDM, Enterprise. Over the span of 20 years lead many successful projects for finance departments covering most industry verticals and many Fortune 100 companies; most recently in the Commercial Real Estate and Manufacturing sectors.
Managing Partner @ Commercial Real Estate
• Maximized Technology ROI for a global commercial real estate company by developing and supporting Hyperion Enterprise applications used for financial and non-financial consolidation and reporting
• Integrated multi-billion dollar commercial real estate company acquisition
• Replaced complicated and error-prone debt and leasing statistics Excel spreadsheets with Hyperion Enterprise to capture data used for quarterly supplemental reporting to analysts and for annual reports
• Developed method of reporting for disposed properties
• Developed structure for REIT/TRS and TAX consolidation and reporting
• Replaced complicated and error-prone Excel spreadsheets used for consolidating budgets and forecasts with Hyperion Enterprise
• Developed Operating structures and reports facilitating consolidation, reporting and analysis
• Streamlined quarterly financial reporting process
• Developed method for equity pickup and minority interest elimination
• Replaced manually keyed in spreadsheets with Hyperion Schedules with ability to provide variance explanations
• Automated data feeds from general ledger and other Hyperion applications minimizing potential for manual edits
• Developed training for accountants and property managers
Manufacturing
• Enhanced existing Hyperion Enterprise application for a manufacturing company
• Integrated Actual and Budget loads via FDM
• Developed:
o Ratio accounts, logic and reports
o Cash Flow accounts, logic and reports
o Training in Enterprise, Schedules and FDM for accountants
o Forecast models From 2005 to Present (10 years) Director Business Intelligence @ Project director leading global implementations of HFM and Hyperion Planning focused on commercial real estate/hospitality clients. From 2004 to 2005 (1 year) Director Business Planning @ Headed New York Metro Area consumer and business planning systems services department supporting 90 business planners from the tri-state area. From 2001 to 2002 (1 year) Director Hyperion Admin Group @ Launched global corporate finance consolidation and reporting system initiatives. From 1998 to 2001 (3 years) Director @ DIRECTOR, SOFTWARE AND TECHNOLOGY ALLIANCES
• Directed alliance team in managing the marketing, sales, services and development relationships between Hyperion and alliance partners
CONSULTING SERVICES MANAGER
• Directed analytic application consulting, training and on-going support of over 100 Fortune 1000 clients
PROJECT MANAGER
• Managed teams of clients and Hyperion personnel towards the successful installation, development and rollout of complex financial and HR reporting systems on client/server platforms at Fortune 1000 companies From 1992 to 1998 (6 years) Assistant Secretary @ Managed Depository Trust Company section of Unit Investment Trust Department From 1986 to 1989 (3 years)
Regents HS Diploma @ Stuyvesant High School From 1977 to 1980 New York University
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