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Below please find my resume for review and consideration against current or future assignments that will utilize my proven PeopleSoft/Oracle Financials, Hyperion Planning/Essbase implementations, upgrades, enhancements, maintenance and support experience. I am a loyal, dedicated, hard working, forward thinking team player with a can-do-attitude and will do whatever is needed to help the team get the job done. I have been recognized for enhancing productivity in the organization through teamwork, training and communication. I thrive on the camaraderie of being part of a hard-working team and always help and support co-workers in any way possible.
As my resume will attest, I have held a variety of positions of increasing responsibility in the Finance area with major focus on supporting PeopleSoft/Oracle Financials and Hyperion Planning/Essbase System 9 from analysis, design, development, implementations, support of system enhancements and solutions to production issues. Please consider the following highlights:
I bring a high level of energy, enthusiasm and initiative to the office everyday. I continually look for situations that can be improved and take the initiative to reach solutions. I am proactive, self-directed and always challenge myself, my job responsibilities looking to improve the effectiveness and efficiency of my department and the organization. I am very passionate about my work, I take ownership of my job, decisions and actions. I take great pride in my work ethic.
Should you have a suitable opportunity and wish to discuss my qualifications in greater detail, I can be reached through E-mail at james@pezzone.net or at home during evening hours at 781-461-0909. I appreciate your consideration and look forward to hearing from you.
Sincerely,
JAMES J. PEZZONE JR.
Dedham, MA 02026
781-461-0909 - h
781-985-6411 - c
http://www.pezzone.net
james@pezzone.net
Microsoft Word Resume
Word Cover Letter
OBJECTIVE:
Senior level Financial Systems Analyst: PeopleSoft/Oracle Financials and Hyperion Planning System 9 Implementation and Support Specialist with broad responsibility for achievement of company's financial and technology objectives.
EXPERIENCE:
07/1997 to Present
LAHEY CLINIC MEDICAL CENTER - Burlington, MA
A nonprofit group practice of 600 physicians and 5,000 support staff, Lahey Clinic provides primary and specialty care at Lahey Clinic Medical Center in Burlington, Lahey Clinic Northshore in Peabody and Medical Center in Arlington and community-based practices in 37 towns throughout eastern Massachusetts.
05/2005 to Present
DIRECTOR OF FINANCIAL SYSTEMS
Manage and support the PeopleSoft/Oracle Financial EPM Applications, Hyperion Planning/Essbase System 9 and Corporate Finance Portal from design through implementation. Project Manage and provide overall direction for the functional teams, identify and resolve issues on an on-going basis. Manage vendor deliverable's and assist in Executive Level Decisions and Communication. Perform analysis and design activities to develop specifications for enhancements, upgrades, interfaces, data conversions and application customizations. Design, develop, implement and support a company wide Hyperion Planning Intranet Portal for management communication and team collaboration: http://www.pezzone.net/lahey. Member of the CFO Finance Reporting Council and the PeopleSoft Steering Team.
11/1999 to 05/2005
MANAGER OF BUDGETS & FINANCIAL SYSTEMS
Manage the Annual Budget Process and PeopleSoft Financial's System from design through implementation. Provide overall direction for the functional teams, identify and resolve issues on an on-going basis. Perform analysis and design activities to develop specifications for enhancements, upgrades, interfaces, data conversions and system customization for the Lahey's Financial systems. Manage the distribution, accumulation and reporting of the annual enterprise wide operating and capital budgeting process.
07/1997 to 10/1999
BUDGET MANAGER
Develop and maintain an Access based budget system and manage the Lahey Clinic operating and capital budgeting process. Provide direct supervision of Budget Analysts. Design and implement an on-line budget input and actual to budget variance reporting models using PeopleSoft extracts, Excel, Access and the Lahey Intranet. A leader in the design, setup, implementation and training of PeopleSoft G/L release 7.5. Provide PC software support and training to the Finance organization. Applications supported include: PeopleSoft Financial's, Windows, Microsoft Office, HTML, Java and Visual Basic.
1995 to 10/1996
FINANCIAL SYSTEMS ANALYST - DATA MODELER
Develop and implement all PC based financial and business systems for Bull Electronics. Design and maintain complex financial models for annual operating plan, monthly expense estimates, revenue and cost projections, allocations, head count reporting, consolidations, budget variance and trend analysis. Supervise annual budget and monthly forecast process. Capture, consolidate and analyze actual financial performances against projected levels and perform trend analysis for the Manufacturing Operation. Assist the Director of Information Services in the management of a 24 hour help desk operation. Develop and maintain the Bull Electronics Web Site. Received a 4.92 satisfaction rating from internal customer feedback questionnaires (Scale: 5=Excellent, 1=Poor).
1991 to 1995
FINANCIAL SYSTEMS ANALYST
Provide financial and data processing support to the Printed Wire Assembly (PWA) organization (operating budget $30M). Responsible for planning, estimating, analyzing, reporting and consolidating manufacturing expenses. Prepare quotations and revenue estimates for the PWA personal computer business. Research, evaluate and recommend software and hardware products and provide personal computer support to the Finance Organization. Major Accomplishments include: Automated the annual budget and monthly expense estimate process through the development of Lotus and Excel programs (models have become Corporate Finance standards). Designed a computer model for effectively estimating material costs for new PWA's (annual savings 600 man-hours and proven accuracy 100%).
1990 to 1991
FINANCIAL ANALYST
Management responsibility for preparing operating and capital plans for 180 field offices (annual operating budget $25M). Maintained financial profiles of each office for facility cost analysis and monthly cost allocation. Monitored operating expenses and billing, providing recommendations to management to ensure expense recovery. Contributions included: Development and implementation of a computerized cost allocation database system. Developed automated database programs for processing monthly billing from external customers.
1988 to 1990
SENIOR ACCOUNTANT
Reported to Finance Manager with full accounting responsibility for the Business Systems Organization (operating budget $15M). Prepared short and long range operating plans, developed charge back methodologies, performed monthly financial closings, monitored, measured and analyzed trends and results. Consolidated and reported the monthly financial operating results for all U.S. Information Service components. Developed and maintained software models for the Business Systems management staff and the Finance Organization. Designed Lotus programs for consolidating operating plans and estimates (annual savings 300 man-hours).
1986 to 1988
STAFF ACCOUNTANT
Maintained accounting control over the Accounts Receivable (EAR) System and provided work direction to seven input and control clerks. Responsible for reconciling 24 general ledger accounts, execution of month end closing by consolidating all data and preparing journal entries, coordination and preparation of financial statements for year end closing. Assisted in the design, development, testing and implementation of updated EAR system programs. Extensively used the department personal computer to automate and streamline manual reconciliation's and reduced month end closing turnaround time by 40%. Awarded Best of Customer Service Division in 1988 for contributions to the business.
1984 to 1986
ASSOCIATE ACCOUNTANT
Conducted post audit reviews of expense reports to ensure compliance with company policy. Examined exception reports and accumulated data to pinpoint unauthorized expense report submittals. Compiled statistics and generated reports for management analysis. Withheld branch drafts and employee reimbursement checks to reduce delinquent account balances.
1981 to 1984
JUNIOR ACCOUNTANT
Conducted random audits of expense reports and petty cash vouchers to ensure compliance with established policy. Reported to management deviations from policy and unreasonable submittals.
TRAINING & EDUCATION:
Oracle Education Center - 2011
Completed a 2 Day Oracle Hyperion System 9 BI+ Web Analysis Training Program.
Oracle Education Center - 2009
Completed a 5 Day Oracle Essbase 11.1.1 Bootcamp Training Program.
Oracle Education Center - 2009
Completed a 2 Day Hyperion Financial Reporting 9.3.1 for Essbase and Planning Training Program.
Oracle Education Center - 2009
Completed a 2 Day XML Publisher for PeopleSoft PeopleTools Release 8.49 Training Program.
Oracle Education Center - 2008
Completed a 5 Day Hyperion Planning System 9 "System Design, Create, Implement and Manage Applications" Training Program.
PeopleSoft Training Center - 2005
Completed a 5 Day PeopleSoft 8.4 PeopleTools I Training Program.
PeopleSoft Training Center - 2004
Completed a 4 Day PeopleSoft 8.4 nVision Training Program.
PeopleSoft Training Center - 2004
Completed a 2 Day PeopleSoft 8.4 Security Training Program.
PeopleSoft Training Center - 2003
Completed a 4 Day PeopleSoft 8.4 Accounts Payable Reporting Training Program.
PeopleSoft Training Center - 2000
Completed a 4 Day PeopleSoft Advanced Query/Crystal Power Reporting Training Program.
PeopleSoft Training Center - 1999
Completed a 4 Day PeopleSoft Asset Management Ver. 7.5 Implementation Training Program.
PeopleSoft Training Center - 1999
Completed a 4 Day PeopleSoft Budgets Ver. 7.5 Implementation Training Program.
PeopleSoft Training Center - 1998
Completed a 2 Day PeopleSoft General Ledger II Ver. 7.5 Implementation Training Program.
PeopleSoft Training Center - 1998
Completed a 4 Day PeopleSoft Ver. 7.5 nVision Training Program.
PeopleSoft Training Center - 1998
Completed a 4 Day PeopleSoft General Ledger Ver. 7.5 Implementation Training Program.
Oracle Education Center - 1997
Completed a 4 day Oracle General Ledger Ver. 10.6 training course.
Boston University - 1997
Completed a 10 month, 350 hour Client Server Application Developer Certificate Program (Visual Basic, Oracle/SQL +, Powerbuilder and Lotus Notes).
PERSONAL:
Age 49
Married, 2 Children
Excellent Health
REFERENCES:
Excellent references furnished upon request.
