SUMMARY

17 years as an Financial Report Writer, Applications Developer and Computer Trainer in a variety of environments, working with small and multinational firms.  Responsible for software implementations, data extractions, data conversions, custom report writing and database development.



TECHNICAL KNOWLEDGE



Operating Systems


Platforms


Networks / Databases


Certifications


Applications



Other


Windows XP / 2000 / 98 / NT 4.0 / Unix


AS400, IBM RISC 6000 , PC


MS Access, Win 2000/XP, NT 4.0, MS Exchange, dBase, Oracle


Word XP Expert, Excel XP Expert


STELplan, Hyperion Enterprise, Hyperion Retrieve and Reporting, Crystal Reports, QuickBooks, MS Office Expert, Report Smith, FAS Asset Accounting, HTML  


Principles of Accounting/Finance, Database development and design, Cost  Accounting, Manufacturing experience, Web Design

	
	


EDUCATION	

CAL STATE FULLERTON -- Computer Science     1980 to 1982

SKADRON COLLEGE OF BUSINESS -- Business Admin / Accounting     1982 to 1984

	

PROFESSIONAL EXPERIENCE


2005 – Present  JFShea Co, Inc.,  Walnut, CA
Application Analyst / Hyperion 6.4 Administrator 



Hyperion Administrator and Help Desk for end users
successfully implemented an upgrade from Hyperion 5.5 to 6.4.
Modified Entity and Chart of Account structures
Perfomed monthly and quarterly data loads and verifications
Maintained application security and added/deleted users per management requests
Performed monthly backups of Hyperion data
Helped facilitate creation and loading of quarterly budget data




2002 - Present   Net Journeys, Inc., Victorville, CA
Business / Computer Consulting Training, President



GE Plastics

Worked as Hyperion Administrator and Help Desk for worldwide Plastic Operations
Modified entity structure as needed to accommodate new cost center additions
Perfomed monthly and quarterly data loads and verifications
Maintained security and added/deleted users per management requests
Performed monthly backups of Hyperion data




Mattson Technology

Worked as Temp Hyperion Administrator (ver 5.5) while company converted to SAP
Maintained entity structure, modifying existing and creating new company roll-ups
Created Reports using Report Writer and Retrieve for 10k reporting and other SEC requirements
Created mapping between to move data between Hyperion and SAP
Converted Accounts Receivable and Payable records for insertion into SAP





Universal Studios

Involved in Hyperion Bridge Project to help facilitate financial reporting between NBC and Universal during merger. Hyperion Enterprise version 6.1.1 and 6.2
Created Retrieve worksheets to capture and translate data through 3 different accounting systems (including SAP and Hyperion)
Created Reports using Report Writer to track variances, present budget information, validate and reconcile account balances and show data views of dollar amounts in all three Charts of Accounts to validate mapping.
Created initial mapping between 3 distinct Charts of Accounts.
Developed a system to report and convert Plan and Actual data that will be loaded from Hyperion to SAP.
Created categories for different budget periods and modified logic to carry forward balances and subtotal account groupings.




Reliance Steel & Aluminum, Co

Involved in Software Implementation for Aluminum Stainless in New Orleans, LA and Central Plains Steel in Wichita, KS 
Conducted Training Classes for Stelplan software in Sales, Production, Purchasing and Shipping / Receiving, Inventory Corrections
Develop Data Conversion program using advanced formulas in Excel and Access to convert, validate, then move legacy data into Stelplan
Troubleshoot and devise workarounds to solve problems completing transactions and to maintain consistent following of business processes 



Warner Bros
Converted financial data for SAP implementation from Hyperion Enterprise 4.3 using Excel and Access and Retrieve.
Used pivot tables and financial calculations in Excel using Retrieve to validate and reconcile data before and after data conversions.
Used Retrieve in Excel to view data in Hyperion to track status of data loads from SAP to Hyperion.
Used advanced formulas with Retrieve and cell-linking to clean and pre-consolidate data in Excel before moving to Access database for final conversion processes.   
Developed specially formatted spreadsheets to accept data loads from SAP prior to converting and loading into Hyperion.
Used formatting techniques in Excel to create user forms and display reported data via Retrieve into a more meaningful and presentable format.
Helpdesk Support for Hyperion Administrators in all WB divisions (27 apps)
Gathered requirements from FRB and other divisions to help determine whether to upgrade Hyperion or rebuild the older applications. 
Solved problems in Hyperion by correcting formulas in Logic, creating Retrieve spreadsheets and correcting elements in Reports, modifying Account Lists, and adjusting the properties of Names in Organizational Structures
Used Retrieve to create complex financial reports for all WB Divisions


Various Small to Medium Size Business

Imported data from ODBC and FTP to use in Access databases and Excel Spreadsheets
Connected to SQL Server, Informix, Oracle, and other relational and flat database file systems with Excel using MS Query and ODBC to extract data for cleansing and for display as formatted reports.
Used VBA code to open Excel from within Access to perform preliminary updating tasks and data extraction for database tables, which had too many indexes for Access to open on its own.
Used VBA code and batch files with MS Scheduler to automatically run Access applications and have reported data sent directly to coded email recipients as Excel spreadsheets attachments.
Developed and fine-tuned Access databases, used in Inventory Control, Sales Analysis and Financial Reporting.
Used macros and VB script to perform advanced operations on data in Excel spreadsheets for data cleansing and validation.
Used Forms and Parameter queries in Access to capture criteria at query run time.
Used sub queries and sub reports for use in presenting data in complex report formats
Automated data processing using Access MDE files, Excel and scripts
Used OLE techniques to link data in Excel to PowerPoint for easier data management.
Used Pivot tables and Pivot Charts to consolidate linked data between various company divisions.
Used linked charts in Excel for executive staff to view from data managed in Excel spreadsheets maintained by support staff.
Web Design using HTML, Flash, Front Page, HomeSite, ASP



1998 – 2002  Reliance Steel & Aluminum, Co, Los Angeles, CA
Application Development Specialist / Trainer

Provided maintenance, support and enhancements for current Hyperion Enterprise System, maintained Hyperion security and performed other Hyperion IT functions and assignments related to the design, development and support of new and existing applications.
Used Retrieve in Excel to model and develop financial reports for use in Hyperion.
Developed several Reports for Hyperion, validating and reconciling data using Retrieve Excel Spreadsheets
Primary analyst for data conversion using MS Access and Excel for testing when implementing new software or acquiring new companies.
Interfaced directly with Financial Management officers as primary developer of Financial reports for $2.5 Billion company with 100 locations. 
Collected, reported, corrected, and verified data of Subsidiary companies loading into Hyperion when Director of Accounting was out of the office.
Involved in six Software Implementations for Stelplan software across US.
Conducted Training Classes for Stelplan software in Sales, Production, Purchasing and Shipping / Receiving, Inventory Corrections
Develop Data Conversion program to move legacy data into Stelplan
Troubleshoot and devise workarounds to solve problems with existing reports using Retrieve to reconcile and validate data
Developed several Access databases and Retrieve Excel Spreadsheets to extract and convert data for ad hoc reports 
Developed processes using Excel and Access to manipulate and reinsert updated data into flatfile system
Developed Access database that used data extracted into specially formatted Excel spreadsheet to convert ADP files into Journal Entries for G/L system.
Developed scripts to automatically FTP and convert data from flatfile system to create reports and for use in web based applications
Created Custom reports in Excel using Retrieve that were automatically emailed using Access macros.
Developed programs using MS Access to automate processing tasks, saving in excess of 100 man-hours each month
Modified existing Access databases making them more efficient and enhancing their capabilities.
Investigated systems performance problems and made recommendations for improvements. 



1997 – 1998  Summit Career College, Colton, CA
1992 – 1995  Academy of Computer Technology, Upland, CA
Computer / Accounting Instructor

Taught Beg to Advanced levels in Excel, Word and Access
Taught Accounting Principles and MS Office programs including Access at Beginning, Intermediate and Advanced levels
Increased student skill levels and had job placement rate over 90%
Developed Access database / Excel spreadsheet solutions and reports to monitor and document school statistics
Developed business curriculum and lesson plans for business training 
Collaborated in devising standards for measuring academic performance
Conducted training seminars for Fortune 500 companies including GTE, Southern Cal Edison, Toyota, and AppleOne Temporary


1990 – 1992 and 1995 – 1997  Intelligence Inc., Riverside, CA
Operated as Sole Proprietor Computer Consultant

Conducted computer training classes for small businesses MS Office programs including Access at Beginning, Intermediate and Advanced levels
Helped small businesses setup accounting systems using QuickBooks.
Developed custom Access databases / Excel spreadsheets to track important data for small business.
Taught Beg to Advanced levels in Excel, Word and Access