FINANCIAL APPLICATION CONSULTING – Houston, TX
2006 - Various contract engagements involving accounting, training, and application education consulting.
ORACLE CORPORATION – Redwood City, CA / Houston, TX
2002 - 2006
Principal Technical Writer
Designed and created a wide range of documentation for Oracle Financial Applications. Major projects have included implementation and user documentation for Oracle Ledger, Payables, Assets, Property Manager, and Budgets. Trained and assisted new writers as they assumed full product responsibility. Successfully converted several application user and implementation guides to new Epic software environment.
1999 - 02
Principal Curriculum Developer
Project managed resources and all phases of curriculum development for Multiple Reporting Currencies (MRC), Euro, Implementing the Oracle Financial Applications series, Fixed Assets and FA CBT. Also, contributed to the design of the Oracle Certified Professional Financials and new applications rollout, installation and testing.
1998 - 99
Application Education Consultant
Responsible for customized training scenarios, pre-sales and sales demonstrations for Oracle Education Central US region. Also, acted as interface for Customers, Education Sales, and Change Management in providing Oracle product knowledge, business process knowledge, and curriculum knowledge to develop training agendas that met our customers' needs.
1995 - 98
Principal Instructor, Financial Applications
In addition to teaching and consistently achieving Quality Club status, responsibilities have included; new release rollout testing, acting as primary education contact and liaison for Oracle Assets, Curriculum Development and mentoring several instructors.
Classes taught include Oracle General Ledger, Fixed Assets, Application Desktop Integrator, Financial Statement Generator, Financial Statement Generator II, Using Oracle Applications, Defining Flexfields, Application System Administration and Introduction to Oracle Financial Applications.
1994 - 95
Financial Applications Sales Consultant
Duties included creating and presenting customized product presentations for Oracle Financial solutions. Presented solution information to gain technical closure of the prospect, highlighting solutions value and benefits. Acted as team member with sales to draft account plans.
OTHER COMPANIES, DATES, & POSITIONS:
1990 - 94 COMPUTER LANGUAGE RESEARCH – Dallas / Houston, TX
Senior Account Representative
Responsibilities included all phases of managing sales and customer base of CLR financial and tax compliance software applications. Duties included sales, marketing, training, support and customer relations for South Texas and Louisiana.
1987 - 90 ACCOUNTANTS MICROSYSTEMS, INC. - Bellevue, WA / Houston, TX
Managed sales, marketing, training programs and dealer network for AMI in South Central US. Applications included a full line of financial and tax compliance software packages.
1984 - 87 TCS SOFTWARE, Houston, TX
Professional Markets Manager
Managed joint Vendor/CPA firm training and marketing program. Duties included developing and implementing national training program and conducting functional and implementation training.
Products included a full range of Financial Accounting applications for businesses and CPA firms.
1983 - 84 KPMG Peat Marwick, Houston, TX
Experience included financial audit and management consulting engagements at major corporations in a wide variety of industries.
UNIVERSITY OF HOUSTON, Houston, TX
UNIVERSITY OF HOUSTON, Houston, TX
BBA Accounting, Minors - Engineering, Chemistry
CERTIFIED PUBLIC ACCOUNTANT (CPA)
ORACLE CERTIFIED APPLICATIONS CONSULTANTS (OCP)
Oracle Financials R11
ORACLE MASTERSApplication Implementation Team Member