Managed Services

• Jun 2022 - Present

Principal

• Jul 2018 - Present

Owner and Founder of Gemini Rising Services, LLC., a financial and data analysis firm providing services for analytics, business process improvement, finance, managed services management, business systems, systems security audit, analytics, data integrity, adhoc reporting, and other IT / business cross-functions. Helping clients see the forest through the trees, but also the trees in the forest Areas of Experience: Insurance, Healthcare, Small Business / Startup, Large Companies, IT & Finance Management, Training, Process Mapping. Utilizing over 20 years of experience in most aspects of company operations to provide details and quick turnaround to problem solving Select Achievements: ● Worked with a healthcare small business to streamline business processes to gain over 225 hours of patient booking availability per year ● Created a SQL database in order to streamline a process to schedule and provide reporting on volunteers at multiple COVID vaccine sites run by the City of Worcester and UMass School of Medicine ● Worked with a large insurance company to identify and implement opportunities for data integrity as data moved from various sources into a data warehouse for reporting ● Helped client streamline fixed asset management from IT to Finance, including significant budget savings by identifying inconsistencies and areas of improvement ● Worked with client to identify vendor management / invoicing standardization for IT related contracts, also resulting in significant budget savings ● Identified data integrity process to reduce “surprise” reoccurring invoices, resulting in reduction of budget overruns ● Provided ad-hoc reporting assistance to multiple levels of the organizations (analysts to C level) ● Provided variance analysis for budgeting, forecasting, as well as quarterly actuals and forecasted results

Senior Account Manager, Managed Services

• Feb 2016 - Jan 2018

Served as the lead account manager at the company’s highest profile enterprise account, tasked with implementing a global managed service offering ● Built an onboarding process for the managed services team ● Analyzed and documented current business processes and distribution of responsibilities ● Interfaced with client staff to form a deep understanding of processes that could be made more intelligent and efficient ● Constructed the framework of a multi-system program to translate knowledge transfer from third party applications to a client-owned platform

Senior Manager, Information Systems

• Jul 2012 - Feb 2016

● Manage operations and ensure continuous improvement and SOX compliance of the EPM Systems. Assist Finance leadership in the strategic planning, improvement, and implementation of systems-related needs Oversees the established procedures for the distributed Finance System and ensures all interfaces are correct● Support, mentor, and train those involved with day-to-day Hyperion efforts across the globe, relating to the global financial applications● Specialize in the Oracle EPM suite, including Hyperion Planning, Essbase, Smartview, Hyperion Reports, and FDM. Develop and provide continuous improvement in the application including several key upgrades● Manage team of both direct and indirect reports across the globe● Provided data integrity assistance and compliance in global consolidations as well as monthly FP&A requirements● Provided ad-hoc reporting assistance to all levels (Analysts to C level) including schedule building in revenues, billings, spend and several other aspects of accounting and corporate finance disciplines

Principal Business Process Consultant, Hyperion Systems

• Apr 2010 - Jul 2012

Provided daily business applications support for Hyperion Planning, Essbase, Hyperion Reports, and related data transformation tools. Supported the entire financial close process from a technical standpoint, including processing, validation, custom configuration, development, testing, and data integrations

Salesforce Administrator

• Jul 2009 - Mar 2010

Sr Business Systems Analyst

• Nov 2008 - Mar 2010

Salesforce.com and various ad servers and systems supporting the online advertising business.

MBA Executive Development and Leadership (MEDAL) Associate

• Jun 2007 - Jan 2010

Director, Lead Generation Operations

• Jul 2007 - Nov 2008

Responsibilities include: Lead team of 7 employees. Assist team in operations, customer interactions, advertisement delivery and reporting, billing, reporting, audit, cross functional team reporting, and general management responsibilities. Contribute to overall strategy redesign of Lead Generation Operations. Act as business matter expert and sponsor in several technology projects to increase operational efficiency. Accomplishments:• Re-designed permission mail and data sale processes to ensure operational quality• Defined and Executed new operational reporting requirements• Continued efforts to better data integrity within the systems• Recruited and hired almost entirely new staff • Re-defined core team focus to managing to the customer• Defined business processes for contract compliance• Redefined operational processes for the future through technology and streaming

Operations Manager - Finance Systems

• Mar 2004 - Jun 2007

Responsibilities include: Assist in administration of Hyperion Planning application during each close and forecasting cycle including communication, data reconciliation, training, and analysis. Assist in all aspects of product lifecycle development of new Hyperion initiatives, including requirements gathering, analysis, documentation, development, testing, and training. Act as liaison between HR, Accounting, Corp Finance and Tech. Assist in requirements gathering and system analysis of new global financial systems initiatives. Provide ad-hoc analysis for both internal and external audits.

Mgr Market & Data Intelligence

• Nov 2002 - Mar 2004

Responsibilities include providing executive and operational reports supporting company sales, finance and marketing initiatives. Synthesizing large quantities of data to develop and present new strategies and identify trends. Acting as resident expert for data capture, compliance and reporting of pricing information. Working with internal auditors to ensure Sarbanes-Oxley compliance. Working with CRM teams to identify and ensure ongoing integrity including establishing modifications to processes and procedures.

Senior Analyst

• Jul 2001 - Nov 2002

Lead cohesive cross-departmental team for corporate data communication, utilizing institutional knowledge of all business practices, analyzing information and providing reliable research insights. Provided documentation, prioritization and training of issues for development and detailed analysis for ongoing product initiatives. Prepare and present high-level executive reporting and analysis on a weekly basis, complete with highlighted key findings. Formulate recommendations for new data structures to obtain industry standard reporting and measurement. Originated self-serve reporting system. Developed targeted lists for primary research as well as marketing campaigns.

Program Manager/Business Systems Analyst

• Jun 2000 - Jul 2001

Facilitated vendor selection and vendor management for warehouse project, and formalized a statement of work and project plan. Authored technical user guides and formal communications. Gathered, documented and analyzed requirements definitions. Provided business process analysis on multiple projects company-wide. Analyzed requirements and worked with configurations to produce solutions to satisfy business needs. Tested applications for accuracy and efficiency during each phase of development. Act as a liaison for business development to technology. Manage programs, including designing detailed project plans, and organizing and chairing meetings. Administer system software support and provided personal assistance including remote training in Europe and Asia Pacific.

Systems Analyst (CRM-Siebel)/Information Manager

• Sep 1997 - Jun 2000

Headed three successful Siebel implementations within tight time constraints, including gathering and documenting business requirements. Created end user survey for validation of business requirements and fulfillment. Designed Siebel End user interface using self-designed prototyping. Developed, designed, trained and implemented order management, including integration with Oracle Financials. Reviewed, analyzed and documented programming systems including encoding, testing, debugging and installation. Consulted with users to identify current operating procedures and to clarify program objectives. Supported over 300 end users, including training, documentation, territory assignment, new user setup, general troubleshooting and version rollouts. Designed training material and trained end users on all levels.

Account Coordinator

• Dec 1996 - Sep 1997

Led client fulfillment post-sales in largest revenue generating territory, maintaining client satisfaction through quality customer service. Administered job posting and company web-appearance consulting services for clients. Developed, documented and performed team training. Administered the CRM (Goldmine Software) database/system and provided end user support to all departments. Streamlined order processes to reduce cost of fulfillment.