Consultant Profile - Principal SAP BPC Consultant

Candidate: 472006

Candidate Location: Atlanta, GA

Title: Principal BPC Consultant

Willing to Travel or Relocate

Profile

• Eight years focused on delivering Enterprise Performance Management (EPM) solutions with SAP BusinessObjects Planning and Consolidation (BPC).

• Delivered BPC applications for clients in the insurance, oil and gas, mining, manufacturing, semi-conductor, financial, information services, real estate, and healthcare sectors.

• Consistent high-quality results throughout 30 years as a consultant, designer, developer, product manager, and project manager.

• Architect and designer of BPC applications, small business software, a telecom test computer, a product for the release of Window 1.0, a provincial vehicle registry system.

• Managed consulting engagements, custom software development, product development teams for Intuit and Hewlett-Packard, product management, and service delivery.

• Certified SAP BusinessObjects Planning and Consolidation trainer with experience developing and delivering custom training content for SAP BPC.

• Presented Enhancing Financial Reporting with BPC and Excel at the SAP Financials 2009 conference in Prague.

Industries:

Insurance, Finance, Oil & Gas, Mining, Information Services,

Healthcare, Semiconductor, Telecommunications, Public Sector, Entertainment.

Functional Areas:

Financial business processes include Budgeting & Forecasting,

Financial & Management Reporting, Government Budgeting &

Analysis, Sales & Marketing Forecasting, Mine Planning.

Methodologies:

SAP ASAP EPM implementation, BPC Summit implementation, Agile software development.

Technical

Application

Development Tools:

SAP BPC for Office & Admin, SQL Server Management Studio, MS Project.

Application

Package:

7+ years – OutlookSoft (OLS), SAP BusinessObjects Planning and Consolidation (BPC) NetWeaver and Microsoft Platforms.

Databases / DB

Tools:

SQL Server, Microsoft Analysis Services, Oracle, Access.

Methodologies  /

Techniques

SAP ASAP, OutlookSoft Summit, Agile, Used-Centered Design.

Programming

Languages:

Visual Basic, VBA, MDX. SQL, C#, C++, Smalltalk, PL/I, Cobol.

Candidate: 472006

Candidate Location: Atlanta, GA

Title: Principal BPC Consultant

Industry:  Insurance – Georgia, Tokyo

Duration:

8 months

Project Description / Scope:  Implementation of SAP ERP, BW, and BPC consolidations,

planning, and budgeting.

Role: BPC Consultant

Responsibilities / Deliverables: Act as an expert and provide BPC best practices on budget application development and reporting requirements. Prime on-site development  consultant for budgeting to client team and local team resources in Tokyo. Knowledge transfer to project and support resources on the budget application and BPC best-practices.

Achievements:

• Designed and developed input schedules and complex reports for Japan portion of the budget application.
• On-site support in Tokyo to client and local consultant team members during development, testing, and post go-live phases of the project.
• Technical liaison between Tokyo and Georgia-based project team and PMO.
• Knowledge transfer to support team client and contract resources on the budget application and best-practices for BPC development and maintenance.
• Led by example creating best-practice schedules and reports and reworking other reports as examples to follow. Used those examples to deliver a How-To Guide to assist developers and maintainers in their work.

Industry:  Financial Services – New York, Toronto

Duration:

6 months

Project Description / Scope: Consolidation of multiple companies and general ledger

systems into a single SAP ERP system

Role: BPC Consultant

Responsibilities / Deliverables: Review client systems, structures, and processes to identify where improvements can be made to enhance operations. Act as an expert and provide BPC best practices on application development and reporting requirements. An ability to architect complex FX Translation and CTA calculations is required. Other tasks include

working to improve and enhance the BPC data load processes.

Achievements:

• Developed alternative account hierarchies for complex foreign parent reporting.
• On-site support of Toronto subsidiary, identified and remediated issues in processes and reports, provided expert advice in the use of the BPC system.
• Identified requirements for additional reporting, developed reports using best practices

as examples for power users to develop further analytical and management reports.

• Developed processes, logic, and reports for like for like budget analysis.
• Knowledge transfer to Toronto staff by example report development, one-on-one

interaction with power users, individual ad-hoc guidance, and delivery of two days of custom classroom reporting training.

Industry: Entertainment – Los Angeles, London

Duration:

11 weeks

Project Description/Scope: Develop and deliver custom training to new users of the

client’s OutlookSoft 5 financial planning and reporting system. The trainees were finance

staff of a recent acquisition migrating from Hyperion.

Role:  Training development & delivery

Responsibilities/Deliverables:  Design a course integrating SAP BPC fundamentals and

client-specific examples and workshops. Adapt and augment training materials. Deliver a

series of on-site training sessions.

Achievements:

• Developed 4.5 day course to train staff new to both SAP BPC and the client’s planning

system and processes.

• Met the client’s demanding schedule, preparing 50 users in 5 weeks to report and create forecasts in the month immediately following training.
• Trained users from 10 countries with a wide range of systems and business knowledge.
• Produced and delivered a series of video training modules based on the content of the

live training sessions.

Industry: Semiconductor Design and Manufacture – Ontario

Duration:

8 months

Project Description/Scope: Phase 1 implementation of BPC 7.0 Microsoft for business

planning, budgeting, and IFRS-compliant financial consolidations to complement their SAP

ECC ERP system.

Role: Design & implementation consultant

Responsibilities/Deliverables:

• Develop integrated sales planning, budgeting, consolidations, and financial reporting applications to replace their Excel-based “tools”.
• Implement IFRS-compliant consolidations and financial reporting in advance of the Canadian 2011 deadline for dual GAAP and IFRS reporting.
• Deliver an integrated product marketing and sales planning and forecasting application.
• Develop and deliver an employee and position HCM budgeting application as a component of the overall Budgeting process.

Achievements:

• Delivered the product planning and forecasting application in one month in time to go live for their annual planning cycle.
• Delivered cost center, HCM, and balance sheet budgeting applications integrated with sales forecasting, consolidations and financial reporting, and SAP BI/ECC.
• First Canadian implementation based on SAP BPC IFRS Starter Kit.

Industry: Factory Automation Manufacturer – Ontario

Duration:

6 months

Project Description/Scope: Design and implementation of a BPC financial forecasting

system for a multinational with subsidiaries around the world.

Role: Designer & implementation consultant

Responsibilities / Deliverables:

• Redesign a BPC application to replace the client’s complex Excel-based forecasting “system” after a first attempt had failed.
• Deliver an application that enabled subsidiaries around the world to input forecasts and view forecast reports while not connected to the client’s BPC server.

Achievements:

• Engaged to revive project after it stalled and the client’s BPC administrator resigned.
• Re-designed and implemented the system with one other consultant.
• Delivered a 23 sheet workbook integrating data input and reporting with “real-time” reporting when parked for input by subsidiaries not connected to the client’s BPC server.

Industry: Healthcare – Wisconsin

Duration:

3 months

Project Description/Scope:  Implementation of a BPC-based hospital planning and budgeting system from a provider of healthcare solutions.

Role: Development & Go-live support

Responsibilities / Deliverables:

• Driver-based budgeting for medical staff, materials, and facilities
• On-site support for the final stages of implementation and go-live.
• Train in-house administrator to take charge of the system.

Achievements:

• Driver-based budgeting of medical staff, materials, and facilities.
• Implemented logic to move data between the system’s three application sets.
• Liaison between prime consultant and client management and technical staff.
• Prepared client administrator and IT staff to support the system.

Industry: Information Services – New York

Duration:

2 months

Project Description/Scope: Implement logic to allocate staff time and expenses to their

end-client project in a timely fashion.

Role: SQL/MDX logic consultant

Responsibilities/Deliverables: Implement logic to allocate staff time and expenses to end-client projects.

Achievements:

• Delivered SQL/MDX logic to allocate employee time and expenses to end-client projects.
• Integrated allocations into the client’s BPC time and expense reporting applications.

Industry: Online Payments Processing – Alberta

Duration:

6 months

Project Description/Scope: Complete the implementation of applications for expense and

HR budgeting and revenue forecasting applications in BPC 5.1 Microsoft environment.

Role: Lead consultant, designer, developer

Responsibilities / Deliverables:

• Deliver revenue and expense budgeting and forecasting applications and processes.
• Prepare administrators to support the applications and processes.

Achievements:

• Took the role of prime consultant and liaison with project sponsor, CFO’s office, and IT.
• Managed delivery of applications developed by me and a second off-site consultant.
• Delivered operating and HR expense applications to client specs and timelines.
• Trained administrators to “own” and support the system. Managed testing and go-live.

Industry: Oil & Gas & Mining – Alberta

Duration:

1 year

Project Description/Scope: The project began as an engagement that culminated in the

selection of software for their budget planning system. The next phase was implement the

system using OutlookSoft 4.2.

Role: Management consultant, OLS consultant

Responsibilities / Deliverables:

• Prepare an RFP and manage selection of software to implement a capital and operating budget system.
• Provide advisory and implementation services during the design and implementation phases of the project.
• Provide knowledge transfer and support to in-house application administrators.

Achievements:

• Objective RFP process selected OutlookSoft as the best platform for the client’s needs.
• Designed and implemented operating budgeting and mine planning applications with only bootcamp training as preparation.
• Implemented top-down expense budgeting and sophisticated mine planning models in OutlookSoft.
• On-site advisor and liaison between client and OutlookSoft Services.

Industry: Various industries – Canada, US, UK

Duration:

X Months

Project Description / Scope: Member of a team recognized for the excellence of its SAP

BPC Training. Deliver BPC user and administrator training to consultants and client staff.

Role:  BPC training delivery and development

Responsibilities / Deliverables:

• Deliver bootcamps and custom training to prepare consultants and clients to develop and administer BPC applications.
• Develop custom training to meet the needs of individual clients.

Achievements:

• Certified OLS/BPC trainer.
• Expert in applying EvDRE – the primary function of BPC – and training users to use it to develop their own reports.
• Delivered user and administrator bootcamps to clients in industries including healthcare, agribusiness, semiconductors, and entertainment.
• Presented Enhancing Financial Reporting with BPC and Excel at the SAP Financials 2009 conference in Prague.

EDUCATION & Certification sections:

• MSc (Computer Science) – University of Manitoba
• BSc Mechanical Engineering – University of Manitoba
• Certified Microsoft Office Excel Expert

Citizenship:

• Canadian citizen by birth

Mobility:

• Canadian passport
• US TN visa

Languages:

• Fluent spoken and written English & French

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