Profile - SAP REFX Consultant

Senior Architect Level

SAP Flexible Real Estate with GIS Integration



  • Highly skilled SAP Project Manager (with expertise using SAP Solution Manager), SAP Financials Business Consultant, Flexible Real Estate Consultant (REFX) with deep integration expertise, as well as SAP Customer Relationship Management Consultant and Geo Spatial and CAD software.
  • Global Financial Consolidations experience in SAP and BW.
  • Deep experience with the IS Real Estate Solution, IS-Retail Solutions and IS-Automotive as well as with manufacturing, transportation and logistics, Pharmaceutical and Professional Services arena
  • Experienced SAP Consulting Practice Manager
  • Expert hands-on level knowledge of Financial Supply Chain Management
  • Solution Architect for various major SAP implementations.
  • Worldwide experiences: Canada, USA, Mexico, Germany, France, Russia, Italy, Brazil, Thailand and Japan.
  • Specialist of NAFTA Financials processes for Automotive Industry and Consolidation with German headquarters.



President, BSI Group Inc & REFX Experts Inc.

June 1995 - Present

Managing Partner & Founder of SAP BSI group Inc & REFX Experts Inc Consultancy

A full-service SAP focused consultancy, with customers in Retail, Automotive, Rail roads, Government, Oil & Gas, Pharmaceutical, Manufacturing, Transportation, Aerospace & Defense, Distribution and Professional Services


Client:  REFX Experts, Inc.

  • Launched company website
  • Became ESRI Silver partner level

Client:  Sec Nav Corp

  • Architect solution between ECC-CRM and ESRI
  • Integrate with local law enforcement agency
  • Scope: Financials, Controlling, Asset Management, Flexible Real Estate, Plant Maintenance, SAP CRM Call Center functionality, Sales, Procurement, Document Management integrated with REFX, ESRI integration with REFX/CRM/AA/PM, BW reporting, Central Address Management and Business Address Management
  • Designed and supervised development of replication and synchronization of REFX-AO to CRM
  • Managed implementation partner and customer resources

Client:  Big Box Retailer

  • Architect & Senior consultant for Flexible Real Estate (REFX) with Land Usage Management, Architectural Objects, Usage Views & RE-Contracts and Common Area Maintenance Expense and Recovery integration.
  • Integration within the current SAP Landscape with Business Partners, Business Address Services and ESRI software

Client:  Telecom Firm

  • Integration of FI-LA (Lease Accounting) contract with REFX-Contracts
  • Configuration of FI Contract Accounts (FI-CA) and integration with CRM Leasing
  • Integration FI-CA/FI-LA to REFX to A/P (Accounts Payable)
  • Worked with developer for Data Migration efforts utilizing Business Objects Data Services or REFX, Customers, Vendors and Business partners.
  • Developed Governance Strategy for MDG/MDM Documents for Customers, Vendors and Business Partners

Client:  Retail Org Inc

  • Architect & Senior consultant for Flexible Real Estate (REFX) with Land Usage Management, Architectural Objects, Usage Views & Contracts and CAMER integration.
  • Integration within the current SAP Landscape with Business Partners, Business Address Services and ESRI software
  • Integration of asset accounting with lease accounting specific to Capital leases.

Client:  AMT, Rail Road

  • Design and direct bi-directional integration with SAP-REFX and ESRI GIS system using Silver light technology, for ECC & CRM
  • Integration of Google map to REFX-AA-EAM and PM Functional Location and Equipment.
  • Full integration with CRM/ECC Business Partners and Classic Customers/Vendors in ECC; Integration with Finance/Controlling/Project Systems/Plant Maintenance/EAM/Sales & Distribution/Material Management and CRM.
  • Integration with SAP DMS System in order to track each Legal document related to real estate
  • Defined data governance approach and organizational structure

Client:  NY County, Public sector

  • Analysis and design of integration of Enterprise Asset Management and ESRI

Clients:  US Federal Government

  • Proposed design and integration of SAP Flexible Real Estate with CRM Grantor Management and ESRI
  • Integration with Business Partners/Finance/Controlling/Project Systems/Plant Maintenance/Fund Management/Public Sector Cash & Disbursement/Material Management/Sales & Distribution and CRM

Client:  WCB, Public Sector

  • SAP Solution Architect for Land Use Management (72,000+) properties fully managed in SAP
  • Integration with Financials, Controlling, Asset Accounting, Enterprise Asset Management, PSCD, Funds Management,
  • Design and implement data governance for external system feeding SAP-REFX,
  • Configuration of Fixed Asset module, supervise the data cleaning and data collection and load strategy of more than 400,000 assets
  • Integration with ESRI GIS system in order to manage and maintain Linear Assets for the various departments
  • Integration with Google maps for the Financial Supply Chain

Client:  Western Canada Utility

  • Provided SAP Flexible Real Estate design and integration with the Finance department to manage the payment of 300,000 leases.

Client:  Western Land Lease Corp, Rail Road – Phase 3

  • This project is to implement the management of 1,000+ pieces of lands in USA and Canada that these railroads own and to make sure they collect all revenues for each lease as well as distribute the expenses amongst the tenants equally.
  • Integration with BI for reporting

Client:  NGC, Manufacturing

  • Delivery of SAP training Financials and Controlling classes to project team: AC.010/AC.040/AC.050/AC.200/AC.410/AC/415/AC.610

Client:  UGI, Steel Industry

  • Senior consultant for FI Implementation in order to meet USA Legal requirements GL/AP/AR/Bank/Treasury- Fixed Assets and Logistics Invoice Verification (LIV) for North American operations, manufacturing plant and distributions centres on all coasts.
  • Responsible for Foreign exchange implementation between Europe/USA/Mexico
  • Implementation of USA, Canadian and Mexican GAAP with links to IFRS and Vertex tax system

Client:  Columbus, Healthcare

  • Delivery of SAP training for Financials and Controlling classes to project team: AC.010/AC.040/AC.050/AC.200/AC.410/AC/415

Client:  Western Land Lease Corp, Rail Road – Phase 2

  • This project is to implement the management of 4,000+ pieces of land in USA and Canada that these railroads own and to make sure they collect all revenues for each lease as well as distribute the expenses amongst the tenants equally.

Client:  The Limited, IS-Retail

  • Implementation of SAP ECC 5.0 Financials, Controlling, Fixed Assets, IS-Retail, Real Estate (REFX) and Global Trade Strategies (GTS)
  • In charge of the migration for the fixed assets module, ~ 280,000 assets from legacy to multiple company codes and new cost centres mapping.
  • Project is to implement around 200 US and 15 foreign legal entities, (Italy, China, Guatemala, and England) with functionalities of FI/CO/AA on 5.0 with IS-Retail and Real Estate, Foreign Exchange, Bank Register and SWIFT functionality
  • Migration from 11 different legacy systems, (JDE, JDA, Lawson, Solomon, Island Pacific and others) to SAP 5.0
  • Pilot of Usage View configuration: of ~400+ stores in USA with commercial building leases to ensure the tracking of expenses for each lease and integration with Asset Accounting
  • FI/GL, FI/AP, FI/AR, FI/Banking, FI/Credit & Gift Cards in a retail environment (AMEX, VISA, MC DISCOVER), CO-PA costing based, BW/BPS and a full BW dashboard reporting for executives.
  • Integrate SAP R/3 with Is-Retail, IS-Real Estate, GTS (Global Trade Services), SAP BW 3.5, SAP APO, and with 22 other system such as Manugistics, JDA, PKMS, Optiva, Cognos, MSI, EDW, ARIBA, Teradata and others.
  • Migrating HR mini master integration of FI/CO/HR from PeopleSoft to SAP.
  • AP History and Credit cards/Gift cards processing moved to SAP.
  • BW works with PIPE/POPE for linking stores to registers, now POSDM.

Client:  KB USA & Germany, Pharmaceutical

Client:  Total-AKMA, USA, Chemical

  • Senior FI/CO for the integration of HR with FI/CO

Client:  TKA USA & Germany, IS-Automotive

Client:  Delphi USA/Mexico, IS-Automotive

  • Project Manager of a Team of 38 Consultants In 3 Countries for the Implementation of a Global A/P Center in Mexico Financials Center
  • Integration of Bloomberg Services for Foreign Exchange (FX-Rates)
  • Project Manager for BW for A/P reporting

Client:  Novartis USA-Canada, Pharmaceutical


  • Review security system for the Canadian and USA operations for Novartis Over The Counter Drug Division.
  • Presented solutions to meet Sarbanes-Oxley and FDA/CDA requirements

Client:  Avanex USA/France/Italy, IS-Automotive

  • Senior Analyst on IS-Automotive
  • Team Lead FI/CO/AM/MM Senior Consultant

Client:  CCA Automotive (USA, Mexico, Brazil, Europe (Germany, Austria, Italy, England, Liechtenstein, Belgium, France) & South Africa, IS-Automotive

  • Project Manager for USA and FI/CO/AM/MM Senior Consultant
  • Senior consultant for Local GAAP and IFRS reporting
  • Integration of FX-Rates from Bank, ABA Register and SWIFT functionality

Client:  AJINOMOTO ANIMAL NUTRITION (Brazil, France, Italy, Thailand and USA) Process Industry

  • Global Team Lead for the Financials FI/CO/AM/IM/PS/
  • FI-AM Senior Consultant Core Team for Global Implementation
  • Brazilian taxation, Bollo Fiscale for SD and Export documents

Client: KMCL USA, Brasil, Germany IS-Automotive

  • Senior sap fi/CO integration with SD/MM consultant
  • Brazilian taxation, Bollo Fiscale for SD and Export documents

Client: JGI Automotive Supplier, IS-Automotive

  • Project Manager & Senior SAP FI Consultant
  • Architect of Transportation management,
  • Integration of Truck tracking, LTL, Full load

Client: Presta Camshaft, USA/Germany, IS-Automotive

  • SAP FI/CO Consultant
  • Design and implement Product Costing

Client: Howell Automotive, USA/Germany, IS-Automotive

  • Project Manager & Senior SAP FI/CO Consultant

Client: BKG Automotive USA/Germany, IS-Automotive

  • Senior SAP FI/CO Consultant

Client: BILSTEIN Corporation USA/Germany, IS-Automotive

  • SAP Trainer Production Planning

Client: Thyssen Krupp Automotive USA/Germany, IS-Automotive

  • Senior SAP FI/CO Consultant
  • Full cycle implementation of Financials & Logistics,
  • Business control, system documentation, user training and process improvements.

Client: Teleflex Automotive USA/Germany, IS-Automotive

  • Team Lead Sap FI/CO Consultant
  • Full cycle implementation of Financials & Logistics

Client: Lockheed Martin, USA, Aerospace & Defense

  • fi/co/ps consultant
  • MRO with Project System integrated with MM/PP/QM
  • Implementation of CATS and the integration of FI/CO/PS and HR.

Client: Esselte Meto, Canada +  4 European Countries , Distribution

  • Project Manage & Sap FI/CO Consultant
  • Full cycle implementation of Financials & Logistics

Client: Lladro, USA/Spain, distribution

  • Project Manage & SAP FI/CO Consultant
  • Integration of FI/CO with MM/WM and Import/Export functionality

Client: computer horizons, USA Consulting Services

  • Program Manager
  • Implementation of FI/CO/PS/SD/MM/HR

Client: PRIMONICS - Executive Vice President

  • Develop the SAP reseller for Eastern Canada
  • Project Manager Full cycle implementation

Client: The Primetech Group - Chief Information Officer

  • Project manager and hands on Financials/Logistics/ABAP consultant Full cycle implementation of FI/CO/AA/SD/MM/PP/QM/HR/Basis/Security
  • Business Process Review manager



SAP Modules

Financials: FI, CO, AM, FI-LA (Lease Accounting), CRM - Leasing

Flexible Real Estate, REFX, Business Partners, Business Address services (BAS/CAM)

Logistics: MM, SD, PM, PP/QM/WM and HR.

Integration between FI/CO/AA/MM/SD/PP/QM


Industry Solution: IS-Automotive



SAP R/3 2.2.e, 3.0, 3.1, 4.0.B, 4.6B, 4.6C, 4.7 Enterprise with Unicode, SAP 5.0 New Financials, SAP ECC 6.0, BW 3.5, IS-Automotive, IS-Retails, IS-Real Estate 6.0, Access, MS-Project, EIS (Executive Information System) and Microsoft Applications.



BSc Computer Science (USA equivalent)



English, French, Italian with knowledge of Spanish and Portuguese.



SAP Education

Flexible Real Estate Expert Workshop SAP Chicago 03.2013

FS.270 SAP Leasing Accounting Overview

FS.271 SAP Leasing ERP/ECC Customizing (Operational/Capital Leases)

FS.272 SAP Leasing CRM Customizing (Operational Leases)

Flexible Real Estate Expert Workshop SAP Chicago 03.2012

HPQC Testing tool in ARIS-SolMan-HPQC environment 04.2011

ITIL v3 Foundation Course 02.2011

Flexible Real Estate Expert Workshop SAP Chicago 02.2011

SAP Public Sector Tax Workshop 04.2010

IPS.510 – Public Sector Collection & Disbursement 01.2010

Flexible Real Estate Expert Workshop SAP Belgium 10.2009

Flexible Real Estate Expert Workshop SAP Philadelphia 10.2008

WDELUM – Land Usage Management – SAP Waldorf 11.2007

Flexible Real Estate Expert Workshop SAP Chicago 10.2007

WUSLUM Workshop – SAP Paolo Alto 07.2007

AC.295 – Flexible Real Estate 6.05 with ECC 6.0 and BW 7.0 – 09.2006


SAP20                                                             SAP R/3 Overview,

Omni Logic Boot camp                                SAP R/3 Process Overview

AC010                                                             Financial Accounting & Reporting

AC205                                                            Financial Closing

ACA03                                                            Accounts Payable and Receivable Functions and Configuration

AC305                                                             Assets Accounting

AC410                                                             Cost Center Accounting

AC412                                                             Cost Center Accounting – Extended Functionality

AC415                                                             Overhead Costs

AC505                                                             Product Cost Planning

AC510                                                             Cost Object Controlling for products

AC610                                                             Profit Center Accounting

AC615                                                            Executive Information System (EIS) 1 Reporting

LO020                                                             Processes in Procurement

LO050                                                            Manufacturing Planning & Execution for Discrete

QM300                                                            Quality Management for Discrete

BC400       ABAP Workbench

BC430       Data Dictionary

BC360       DB Admin UNIX/ Oracle

BC390       SAP Install under Sun Solaris

CA.950      Secure SAP System Management

CA.960     Security in SAP Environment

CA.940     SAP R/3 Authorization Concept

CA.960     Profile Generator

AC.091     ASAP Implementation Methodology,

AC.092     ASAP Tools in Details

AC.094     ASAP Advance Customizing Tools