Select Projects
A representative sample of engagements spanning ERP and EPM digital transformations, FP&A implementations, and fractional finance leadership – from Current State Assessment through go-live. Client identities are withheld for confidentiality and described by industry.
Full-Stack ERP Overhauls
End-to-end transformations of the entire technology stack – operations, technology, and finance in one program.
Oracle NetSuite ERP
- Led and managed the entire initiative alongside the CEO and CFO, from Current State Assessment to go-live.
- Full lifecycle: future-state architecture, procurement and due diligence, configuration, customization, integration, data migration, user acceptance, and training.
- Delivered GAAP-compliant financial statements and operational reporting.
MIE Trak Pro ERP
- Led and managed the entire ERP initiative end to end, from Current State Assessment to go-live.
- Procurement and due diligence, configuration, customization, integration, data migration, and training.
- Delivered GAAP-compliant financial statements and operational reporting.
Microsoft Dynamics NAV (formerly Navision)
- Led and managed the entire transformation end to end (all systems except Salesforce).
- Procurement through go-live across ERP, FP&A, POS, and multi-location data aggregation.
- Financial consolidation at the unit and entity levels; GAAP statements and operational reporting.
Enterprise Performance Management & FP&A
Oracle EPM, Hyperion, and Essbase implementations – planning, consolidation, profitability, and reporting.
Oracle PBCS & Essbase Optimization
- Optimized and developed mission-critical PBCS/Essbase applications, 10x to 50x faster.
- Built Calc Scripts (BSO), MDX (ASO), formulas, rules and rulesets, data maps, and metadata management.
- Designed EBS account-segment hierarchies for flexible reporting with GL Wand.
Oracle Hyperion EPM
- Developed Hyperion web applications and Essbase cubes.
- Integrated multiple source systems via Oracle Data Integrator (ETL).
- Delivered GAAP-compliant financial statements and operational analytics.
Oracle Essbase & SmartView
- Built Essbase applications and cubes, and SmartView reporting templates.
- Integrated multiple source systems.
- Delivered GAAP-compliant financial statements and operational reporting.
Oracle Hyperion Planning & Essbase (FP&A)
- Led and managed the entire FP&A initiative end to end, from Current State Assessment to go-live.
- Procurement and due diligence, configuration, customization, integration, data migration, and training.
- Financial consolidation at the unit and entity levels; GAAP statements and operational reporting.
Interim CFO & Controller Engagements
Hands-on finance leadership – reporting, controls, technical accounting, and FP&A – on a fractional basis.
Interim Corporate Controller
- Owned financial reporting, financial analytics, policies, and internal controls.
- Led technical accounting: revenue recognition, gross-to-net, stock-based compensation, and core liability.
- Provided audit support.
Fractional CFO
- Prepared GAAP financial statements and led FP&A (budgets, forecasts, variance analysis, KPIs).
- Financial consolidation across multiple legal entities, including international; foreign-currency gains and losses.
- Revenue recognition, stock-based compensation, lease accounting, debt-origination-cost accounting, and audit support.
Systems Integration & Data Migration
Systems integration and data migration are closely related ETL processes that move data from source to target systems. Migration runs once, typically when replacing an old system with a new one; integration runs on a schedule, moving data between disparate systems. Both are part of every project.
Have a Project in Mind?
From Current State Assessment to go-live – the person who assesses your systems is the person who implements the fix.