· Former SAP America, Inc. Project Manager, FI/CO Lead, SAP R/3 instructor, and ASAP instructor
· Project Manager to five SAP R/3 implementations
· Twelve years as a certified SAP FI/CO consultant and a 15 year MBA-Finance
· FI/CO consultant to over twenty-five SAP R/3 implementations
· Project Systems consultant to over ten SAP R/3 implementations
· Sales & Use Tax consultant to eight SAP R/3 implementations (Taxware & Vertex)
· Profit Center Accounting consultant to six SAP R/3 implementations (EC-PCA)
· Profitability Analysis consultant to seven SAP R/3 implementations
·
Asset Management consultant to six SAP R/3 implementations
· Treasury/Cash Management consultant to five SAP R/3 implementations
·
Product Costing consultant to four SAP R/3 implementations
·
Consolidation
consultant to three SAP R/3 implementations
·
Business
Warehouse (BW) functional FI/CO architect to two SAP R/3 implementations
·
Special
Purpose Ledger consultant to two SAP R/3 implementations
·
CCS/FI-CA
consultant to two SAP R/3 implementations
· Integration specialist with configuration experience in MM, SD, HR, PM, PP, CATS, CCS, and Service Management
· Technical editor for SYBEX Computer Books’ Configuring SAP R/3 FI/CO for Profitability Analysis, Investment Management, Treasury, and Controlling
·
Expert
witness two cases of SAP related litigation; qualified as an SAP expert in
Federal Court,
|
Whitehawk Consulting |
1998 -
Present |
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Global SAP Director – Scorpion Offshore, |
9/07-4/08 |
|
· Responsible for worldwide SAP operations, multiple projects, and two offshore call centers with C-level reporting.
· Project manager for global supply chain project with National Oilwell Varco
· Project manager for new offshore rig rollouts and moves
· Project manager for new legal entity/plant/payroll rollouts, & bank interface projects.
|
US Lead – DMV
Stainless, |
6/07-Present |
· US lead over financials, purchasing, and manufacturing
· Make-to-order manufacturer of custom stainless pipe for the energy and power industries
· Resolution of issues relating to product costing, sales order costing, production, & profitability analysis
|
Project Systems and Vertex Lead - Tyco Thermal Controls, |
9/06-6/07 |
·
Managed the configuration and conversion of
clients refinery and power plant construction projects (
· US and CA Sales tax (Vertex), resource-related project billing, revenue recognition, integration with all modules
|
PS & Capital Purchasing Lead – City of |
1/06-9/06 |
· Managed the configuration and conversion of all capital/construction projects managed by the City to SAP: Public Works, Aviation, Fire, Police, Parks, Library, Health, IT. (SAP ECC 6.0, MySAP ERP)
· Responsible for project structures, funded programs, budgets, contracts with services, POs, service entry sheets, training program development, cutover & go-live.
|
PS/FI/CO/Tax – Hunt Oil, |
12/05-1/06 |
·
Peruvian LNG plant joint venture QA and go-live.
·
Extended withholding tax, VAT, project systems,
parallel currency, inter-company.
|
FI/CO/PS – FMC Technologies, |
5/05-11/05 |
·
Manufacturer of equipment used for hydrocarbon
exploration and production
·
Implemented phase two improvements to SAP R/3
Enterprise in a make to order environment
·
Product costing, results analysis, project
systems, settlement, variance, milestone down payments
·
Integration with PP, MM, SD, MRP
|
Project Lead, PS/FI/CO - RTI Energy, |
1/05-5/5 |
·
Manufacturer of equipment used for hydrocarbon
exploration and production
·
Implemented phase two improvements to SAP R/3
Enterprise in a make to order environment
·
Product costing, WIP, project systems,
settlement, variance, milestone down payments
·
Integration with PP, MM, SD, MRP, Go-live of
energy division
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FI/CO/PS - Cooper Cameron, |
6/04-12/04 |
·
Manufacturer of equipment used for hydrocarbon
exploration and production
·
Acquisition and integration of Petreco Division,
with go-live support in US &
·
Issues included tax, assets, projects,
production, WIP, results analysis,
|
Financial & Controlling Lead – PriceWaterhouseCoopers, |
7/03-6/04 |
· Advisor to global audit and tax firm on US implementation of firm’s global internal accounting system
·
Configured PS for capital, expense, and resource
related billing projects
·
Designed process to allow firm to report an
accrual set of books for management and cash basis for tax
|
Tax Consultant – B. Braun, |
6/03 |
· Sales & Use Tax instructor and consultant to global medical device company
·
Advised staff on issues relating to sales &
use tax for US operations
|
FI-CA, CCS Consultant – Reliant Energy |
1/03-5/31/03 |
·
Improvement of productive SAP-CCS utility
billing module for electricity customers across
· Identified root causes of billing, consumption & enrollment errors
· Designed BW cubes in 3.0A for identifying patterns in unbilled accounts
· Resolved FI-CA issues with cancels, interest, budget billing, installments, credit processing, and dunning
|
FI/CO Consultant – ExxonMobil Chemical, Houston |
10/01-12/02 |
· Lead controlling consultant to the ExxonMobil Chemical global SAP R/3 4.6w/IS-Oil implementation
· Responsible for design and build of the costing and billing processes used by Technology & Engineering
· Provided subject matter expertise, architecture, & gap assessment for BW 3.0A controlling cubes
· BW full life cycle development included design of business content for orders and cost centers
· Managed the design, build, and testing of the custom inter-company ABAP billing application
· Replaced custom time keeping with CATS for technology, engineering, capital projects, and PM
· Configured project systems for affiliate billing, third party billing, and tracking internal R&D costs
· Developed & tested assessments, costing sheets, settlement structures, order types
· Integration with PCA, PS, PM, FI, SL, SD, HR, Taxware, inter-company, and consolidations
|
FI/CO Consultant – ExxonMobil Refining and Marketing - |
1/01-10/01 |
· FI/CO consultant to the merger of Exxon and Mobil’s North American refining and marketing operations
· Areas of responsibility included cost centers (CCA), orders, profitability analysis (CO-PA)
· Developed costing & billing process for ExxonMobil Process Research
· Performed CO conversion of Vertex to Taxware
|
FI-AA Consultant – Landmark Graphics, Houston |
10/00-01/01 |
· Fixed Asset consultant in a productive SAP R/3 v4.5 environment.
· Added tax books including ACE, Alternative Minimum, ACRS/MACRS, Corporate Earnings & Profits
· Resolved inter-company, multi-currency gross asset transfers and parallel currency issues
· Developed the transition plan, configured and tested the system, resolved reporting issues and implemented the changes in a productive environment
|
FI/CO Consultant – Halliburton, Houston |
8/00-10/00 |
· Performance and data management consultant to the 100,000 employee, energy services, engineering, and construction company
· Made recommendations and configuration changes to resolve performance issues in Special Purpose Ledger, Profit Center Accounting, Controlling, Project Systems, and Human Resources
· Reconfigured FI-SL for efficient information storage and retrieval
· Developed strategies for data prevention, archiving, summarization, and deletion
· Refined assessment and distribution & product costing strategies as a method of data prevention.
· Significantly reduced redundant data and improved overall system performance
|
FI/CO Lead Consultant
– The Boelter Companies, |
3/00-8/00 |
· FI/CO consultant to a major distributor of restaurant supplies with online store
· 4.0B configuration in a multi-company, sales oriented environment with SD, MM, and WM
· Configuration & testing of core FI/CO, A/P, A/R, GL, Orders, CO-PA, EC-PCA, and sales & use tax
· Extensive work with invoice verification, intercompany reporting, profitability analysis, and credit management
· CO-PA configuration included building the operating concern, developing value fields & characteristics, configuring summarization levels for reporting and assessments, cost center assessments to segments, CO-PA reporting, forms, planning, derivation rules and structures, product and customer hierarchy, PA settlement, realignments, and integration issues with Sales & Distribution
|
Sales, Use & Excise Tax Consultant ( |
9/99-2/00 |
· Resolved sales, use and excise tax issues in a productive SAP environment using Vertex, ABAP Query, condition types, access sequences, and field exits
· Wrote excise tax reports in ABAP Query from delivery documents, sales documents, and IS-Oil tables
· Developed SAP Business Warehouse (BW) reports and info cubes
|
Project Manager, Treasury Consultant - Solvay Pharmaceuticals, GA |
6/99-9/99 |
· Managed the blueprinting, configuration, conversion, and testing of an acquired pharmaceutical company
· Selected functional and technical consultants, developed and managed the project plan, resolved integration and configuration issues
· Cash Management/ Treasury configuration included Lockbox, CM position, and liquidity forecast
|
Legal Consolidation (FI-LC) - Calgon Carbon, PA |
5/99-6/99 |
·
Configured and tested Legal Consolidation (FI-LC) for a global manufacturing
company
·
Enabled the client to perform a four level step
consolidation of fifteen company codes across eight currencies
· Eliminated inter-company payables/receivables, profit/loss, sales/cost of sales, and investments in subsidiaries/equity
·
Configured master data, validation checks, &
currency translation
·
Integrated FI-LC with Special Purpose Ledger
(FI-SL)
|
Project Systems (PS) - The Capital Group, LA, CA |
4/99 – 5/99 |
· Project Systems configuration and testing for a multi-currency global investment firm with $250 billion invested
· Configured project profiles, standard WBS, foreign exchange rates, settlement profiles & structures, statistical WBS, and project summarization
· Successfully tested cross-company, multi-currency postings and reporting in local, group, and transaction currency
|
FI/CO/CCS - Reliant Energy,
|
10/98 - 3/99 |
·
Implemented Sales & Use tax using Taxware
for the $12 billion
· Prototyped and tested consolidation (EC-CS) including configuration of global parameters, ledgers, consolidation units, consolidation hierarchies, consolidation groups, and FS items
· Posted inter-unit eliminations required for trade and investment in subsidiaries
· Supported successful integration of CATS to PS, SM, HR, and CO
· Integrated FI with new SAP mass billing module Customer Care System (CCS)
|
Profitability Analysis (CO-PA, IS-OIL) - Tyson Foods, AR |
8/98-10/98 |
· Configured and tested Profitability Analysis for the $8 billion food company
·
Verified config. in
·
Provided quality assurance and technical support
during go-live
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SAP America,
Inc. - Consultant & Project Manager |
1996 - 1998 |
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Profitability Analysis, Project Systems (CO-PA, PS) – CompUSA- |
6/98-8/98 |
|
· Provided pre-sales consulting in a joint project with Andersen Consulting
· Configured Profitability Analysis , Project Systems, and core FI/CO as part of the SAP Version 4.0B jump-start
· CO-PA configuration
· Project Systems configuration included project profiles, settlement rules, planned/actual revenues & expenses, networks, WBS elements, summarization, project information systems, and integration with CO, MM, SD, FI, SM, and CO-PA
Cash
Management (TR-CM) - Pilgrim's Pride,
|
5/98 - 6/98 |
· Provided consulting and configuration expertise to the integrator’s consultants in the areas of lockbox processing, electronic bank statement, liquidity forecast, cash management position, manual check deposit, cash concentration, and the payment program
· Worked with the CFO and Treasurer to streamline the $1.3 billion company’s banking processes
|
Project Manager, FI/CO Lead - B-G Industries, |
1/98-8/98 |
· Responsible for designing & implementing the project plan for 12 company team members and 12 consultants
· Responsible for the analysis, design, configuration, documentation, testing, and final implementation of service management, HR+Payroll, SD, MM, FI, and CO
·
Responsible for configuring Profitability
Analysis, Project Systems, Cash Management/Treasury, Fixed Assets, Accounts
Payable, Accounts Receivable, General Ledger, Cost Center Accounting, Internal
Orders, Profit Center Accounting, and Sales & Use Tax
|
FI/CO Lead - Valero Energy Corporation – |
5/97-12/97 |
·
Took the largest refiner in the
· Consultant configured and tested of core FI/CO, Project Systems, Cash Management, Fixed Assets, Sales & Use tax, Investment Management, Funds Management, and Profit Center Accounting (ASAP methodology)
· Project Systems configuration included developing project profiles, settlement rules, planned/actual revenues & expenses, networks, WBS elements, project summarization, commitment items, project information systems, and integration with CO, MM, FI, IM, FM, and Assets
|
FI/CO - Lockheed Martin Vought Systems - |
12/96-4/97 |
· Consultant was a member of the original Accelerated SAP Pilot Team which successfully implemented SAP R/3 at the $26 billion aerospace & defense company
·
Consultant’s responsibilities included the
configuration and testing of
Prior Positions
|
Investment Banker - Banc One Capital Corporation |
1994-1996 |
|
Financial Analyst - FGB Realty Advisors, Inc. |
1993-1994 |
Education
|
Master of Business Administration, |
1992 |
|
Bachelor of Arts, |
1990 |