Finance & Enterprise Performance (F&EP) - Team members advise, implement, and deliver as-a-service solutions to help clients develop strategies and capabilities that support enterprise-wide decision-making, develop operating models to optimize organizational performance, improve finance operations, and create impact within their organizations.

Focused on S4 HANA-related project planning, RICEFW docs, process config/mapping (Signavio), Solution Manager-Focused Build, financial data migration, SAP Analytics Cloud for Planning (SAC-P), and SAP Business Planning & Consolidation (BPC - Classic v. 10/11), for management reporting applications.

Major Clients: Medical Products, Leading AI Chipmaker, Oil & Gas, Aerospace & Defense

Helped trouble-shoot tax allocation reports (MS-Excel formulas) for fund management & distributions in preparation for COP26 - Glasgow conference (Nov. 2021) Short-term project, but exposure to sustainable infrastructure (#COP26)

11/2020 to 09/2021 -- Grad Student -- Harvard Business Analytics Program (http://analytics.hbs.edu)

04/2019 to 10/2020 -- Freelance consultant with SAP Business Planning & Consolidation (BPC), Excel for financial reporting, financial model development, and dashboarding. Completed SAP Analytics Cloud Certified Associate and Financial Model & Valuation Analyst (FMVA®) credentials. Achieved SAP Partner status.

CareerBuilder.com -- Consulting focused on financial reporting & analytics using SAP Business Planning & Consolidation (BPC) v. 10/11 on MS SQL platform. ...Special project to update P&L quarterly reports for SaaS-format to provide to private equity owner (Apollo).

Also provided initial samples of SAP Analytics Cloud for Planning (SAC) to FP&A team.

Renovated and managed portfolio of condo units in Chicago's Gold Coast. All units sold as of 02/2020.
One of the largest condo sale projects in U.S. history (WSJ)
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Led Corp. FP&A group with planning and reporting activities in SAP BPC for long-term, annual, and monthly financial estimates. Responsible for leading monthly + annual planning cycles, provided direction to users on planning requirements. Provide end user support and training, including writing all standard reports

In 2017, updated skills as Excel Expert, & Microsoft Office Master.

• 2013 to 2016, as an independent CPA/QuickBooks ProAdvisor, provided accounting/bookkeeping, tax filing, and G/L set-up services to several small businesses (Quickbooks/XERO/Netsuite).

• 2015 to 2017 - Taught accounting software & finance for Small Business at local college (adjunct faculty).

• Completed a full-cycle implementation using SAP Business Planning & Consolidation (“SAP BPC”).
• Performed a wide variety of assignments from data export/import, filtering & formatting, dimension configuration.
• Customized Excel-based dashboards & reports, pivot tables, formulas, error troubleshooting.
• Scripting/coding (SQL Server/MDX) & implementation testing.
• Conducted in-person training and user acceptance testing (UAT), on completed applications.

• Completed several full-cycle implementations using SAP BPC on both SAP Netweaver and MS SQL Server platforms.
• Assignments included client-facing design sessions, preparing & reviewing design documents and Statements of Work.
• ETL configuration for data export/import, SQL Server (T-SQL) & MDX scripting, dimension configuration.
• Customized Excel-based dashboards & reports, sync'ing between SAP BI/BEx and SQL Server Report Services (SSRS). Custom formulas & error troubleshooting.

Completed several full-cycle implementations using SAP BPC on both SAP Netweaver and MS SQL Server platforms. Assignments included data export/import, filtering & formatting, dimension configuration, customized Excel-based dashboards & reports, pivot tables, formulas, error troubleshooting, BPC script logic (SQL/MDX), implementation and testing, as well as having conducted in-person training on completed applications.
Major Clients: Fortune Brands, Affiliated Managers Group (NYSE: AMG)