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Operator of Indoor Trampoline Parks

  • Implementation of NSPB including Income Statement with a driver-based custom revenue model (including considerations for both company owned as well as franchised locations) as well as workforce, Balance Sheet / Cash Flow reporting, and non-financial metric forecasting / reporting

  • Transitioned from manual processes, improving data integrity, and providing valuable insights for this evolving and growing organization

  • Benefits included improved operational and revenue forecasting, workforce integration and optimization, and automated actuals data loads

Financial Services Organization

  • Drove efficiency and reduced the manual effort, people dependency, and risk related to the prior processes, resulting in more time to analyze data, develop insights, and shift to more value added work

  • Configured and deployed the Financials and Workforce modules as well as a custom Asset/Revenue Planning and Retail Profitability model within Oracle EPBCS

  • Developed a detailed revenue and profitability driver-based model that included multifaceted loan/leasing terms and financing assumptions as well as allocations

Diversified Manufacturing and Services Organization

  • Enabled modernized FP&A solution for this diversified company that serves the following industries: Marine Transportation, Rail Transportation, Heavy Equipment Distribution, Environmental Remediation, Mining, and Aviation Technology & Service

  • Replaced the prior Excel-based planning solution and implement a standardized Oracle EPM Planning solution to streamline capabilities around financial planning & reporting

  • Configured and deployed the Financials, Workforce, and Capital modules within Oracle EPBCS, providing planning and reporting capabilities across the Income Statement, Balance Sheet, Cash Flow, Labor Expense, and Capital Expense functional areas

  • Developed robust automation utilizing EPM Automate to enable seamless maintenance of integrations and the deployed solution

Gaming and Hospitality Organization

  • Managed the delivery of the EPM portion of a significant finance transformation project utilizing Oracle Cloud solutions.

  • The scope of EPM work included significant allocations and reporting within as well as integration between Data Relationship Management (DRM) and Oracle Financials Cloud.

  • Solution also provided robust and more comprehensive Financial Statement analytical review process and solution utilizing Oracle Narrative Reporting Cloud as well as Account Reconciliation process utilizing Oracle Account Reconciliation Cloud Service (ARCS).

  • This solution was deployed to over 1,600 accounting, finance, and property employees across the organization with further expansion planned.

AI-Powered SaaS Solution Provider

  • Implementation of NSPB including with a driver-based custom revenue/margin model as well as position-based workforce model

  • Introduced leading practices both with processes and technical solutions for this rapidly-growing organization

  • Integration with GL (NetSuite), payroll system, and custom data warehouse containing non-financial metrics needed for driver-based model and operational reporting

Largest Supplier of Mattresses in North America

  • Led the implementation of redesigned planning process and Oracle Hyperion Planning system for the largest manufacturer, marketer and supplier of mattresses in North America

  • Scope included revenue, COGS, dealer expenses, SG&A expenses, other income/expenses, and add backs

  • Developed model to allocate expenses to dealer and sub-brand

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