Freelance Project Manager / Business Analyst Herts, UK
I am a qualified accountant with strong financial systems and BI implementation skills, business analysis, business process improvement and project management.
| Rating: | Unrated (New) |
| Hourly Rate / Cost: | £97.22 per hour |
| Daily Rate / Cost: | £729.17 per day |
| Available From: | Now |
| Seller ID: | 301181 |
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CV (Curriculum Vitae) / Résumé
My experience include financial systems implementation, Business Analysis, Project Management, Business Process Design, Business Intelligence, UK GAAP, US GAAP and IFRS, Sarabanes Oxley and Systems Integration.
ACCOUNTING AND SYSTEMS SKILLS
• UK GAAP, US GAAP and IFRS
• Cedar efinancials, DREAM financials and CODA Financials.
• Crystal Reports, Business Objects and Cognos 7 and 8.
• Microsoft Project, Excel to Macro level and Visio.
• Oracle, SQL Server, Sybase, SQL scripting, MDX, VBA, XML and AS400.
Employment History
(Jul 2008 & ongoing)
Project Manager / Business Analyst
• Producing project plans
• Organising weekly project meeting
• Producing weekly project reports
• Analysing business requirements and producing business requirements documentation
• Producing interface documentation
• Designing Business Objects reports and amending Business Objects universe
• Developing interface between loans administration system and CODA
• Developing interface between procurement system and CODA
• Designing accounting rules in the automated interface
• Developing SSIS and stored procedures in SQL Server 2005
• Developing scripts and amending stored procedures in Oracle
(Nov 2007 to Jun 2008)
Project Manager / CODA Consultant (Contract)
• Organising monthly weekly project update meetings.
• Producing weekly project status report.
• Configuration of CODA in the UK and Cayman Islands.
• Updating issues and risks logs.
• Producing interface specifications.
• Liasing with auditors regarding issues regarding compliance with Sarbanes-Oxley.
• Producing documentations required for Sarbanes-Oxley compliance.
• Ensuring all changes to production environments are documented and follows the change control formal process.
• Designing and documenting Test Plan and User Acceptance Testing process.
• Migrating data from existing systems to CODA.
• Dealing with user CODA and CODA-XL queries.
• Configuration and testing of the fixed asset module.
• Mapping and loading fund information from fund administrators to CODA.
• Designing reports to allow fund analysis by strategy, product, currency, class and rebates.
• Configuration of payable to enable 1099, positive to pay and interfacing to the cheque writing software required in the US.
(Apr 2005 to Feb 2008)
Financial Systems Consultant (Contract)
• Implementation and support of CODA in UK, US and Bermuda.
• Responsible for data migration strategy, planning and implementation.
• Migration of Impromptu reports to Cognos 8.
• Designing and building Cognos 8 report and cubes using (Query Studio, Report Studio and Analysis studio. Transformer and PowerPlay).
• Writing IQD files for Cognos 8 cubes.
• Maintenance of Framework Manager.
• Setting up new users and security in Cognos Connection.
• Assisting in the development and design of data warehouse models.
• Designing and implementation of currency revaluation and intercompany journals.
• Developing and support of the daily Reuters currency feed to CODA.
• Responsible for design of the interfaces from underwriting and claims system to the finance system and the earnings engine module.
• Designing test plan, UAT scripts and providing test evidence to support Sarbanes Oxley implementation.
• Assisting in UK GAAP, US GAAP, Canadian Trust, IPT and FSA filings.
• Developing business and financial models using Cognos 8 Planning.
• Providing end user training.
• Developing SQL server scripts to fix issues.
(Dec 2001 to Mar 2005)
Business Consultant
CODA Plc Presenting systems demo during the pre-sales process.
• Producing project briefs, project plans and solution design documents.
• Carrying out business process reviews and GAP analysis recommending process improvements.
• Configuration and implementation of DREAM financials.
• Designing data migration plan and strategy and data migration implementation.
• Producing functional specifications and design for interfaces to financial systems.
• Developing management information reports using Crystal Reports.
• Project management of the full project life cycle adopting PRINCE2 methodology.
• Designing procure to pay system.
• Involved in project initiation, specification, prototyping, development and delivery.
• Management of change control, issues and UAT.
• Performing system health checks and advising recommendations.
• Providing end user training.
(Apr 2000 to Oct 2001)
Application Consultant
Cedar Group Plc• Configuration and implementation of Cedar efinancials.
• Performing data migration and data conversion from legacy Cfacs to efinancials.
• Providing Oracle database support.
• Developing management information reports using Business Objects.
• Designing and developing desktop printing solutions using Dbform.
• Providing support for user acceptance testing.
• Developing Oracle SQL scripts.
• Maintaining interfaces to the finance system.
• Providing end user training.
(Sep 1998 to Jan 2000)
Financial system Consultant
DMA Financial Solutions Limited• Business process mapping
• Developing reports in Impromtu and PowerPlay.
• Configuration and implementation of CODA Financials
• Producing management information reports using AS400 Query.
• Designing training manuals and documentation.
• Providing end user training.
(Aug 1996 to Sep 1998)
Management Accountant
HM Tower of London Maintaining fixed asset register.
• Producing daily visitor revenue reports.
• Producing monthly management accounts and cash flow forecasts.
• Carrying investment appraisals.
• Processing monthly GL payroll postings.
• Producing yearly benchmarking performance reports.
• Assisting in the production of year end accounts.
• Developing management information reports using Business Objects.
• Liaising with budget holders.
Professional Qualifications
ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS (ACCA) 1996 – 1998
KINGS COLLEGE LONDON 1993 - 1996
BSc Chemistry with Management Studies
COURSES
Sarbanes-Oxley – Value of IT Governance June 2005
Sarbanes-Oxley – Essentials of S404 June 2005
Introduction to US GAAP Dec 2006
Cognos 8 Enterprise Planning Sept 2007
Advanced IFRS Dec 2007
Assignment History
(This Seller has recently been shortlisted or contracted for the following people4 assignment)
- Project Manager: Need a strong project manager with experience in the implementation of financial applications - CODA ideal,or Oracle, SAP, similar. Must have very strong project management administrative skills. Position based mostly in Brussels office. Ideal if any property experience.
Freelancers, Contractors & Consultants that have been shortlisted with this Seller:
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Universal PROGRAMME and PMO (Programme Office) MANAGER, delivering BUSINESS CHANGE throughout UK effectively through innovative project design and strong governance, planning, and control processes.
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Skilled Systems Administrator/Programmer, MCP, DBA - IT Business Analyst or Project Manager, Aylesbury
IT Business Analysis or Project Management work
- Seller 274305, Bath, Somerset, UK [£99.00 per hr]
FD with extensive commercial, operational, administrative and financial management experience, backed by strategic planning, accounting, project/change management and financial systems expertise.
- Senior Project/Programme Manager, London, Greater London, UK [£72.22 per hr]
Senior IT Project Manager, PMP and Prince II certified with 10 years experience.
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Categories & Freelance Skills
Finance & Accounting
Categories
Skills
- Accounting (Software Experience)
- Accruals (Accountancy)
- Asset Accounting (Accountancy)
- Bank Reconciliations (Accountancy)
- Bookkeeping (Accountancy)
- Change (Project Management - Processes)
- Cheque Runs (Accountancy)
- Control Account Reconciliations (Accountancy)
- Design (Project Management - Processes)
- Financial Services (Accountancy - Sector Experience)
- Financial Systems (Project Management)
- Fixed Asset Register (Accountancy)
- Full Project Lifecycle (Project Management)
- General / Nominal Ledger (Accountancy)
- IFRS (Finance (Qualified))
- Insurance (Accountancy - Sector Experience)
- Intercompany Accounts (Accountancy)
- Journals (Accountancy)
- Key Performance Indicators (Accountancy)
- Management Skills (Accountancy)
- Mapping (Project Management - Processes)
- Payables Analysis (Accountancy)
- Prepayments (Accountancy)
- Prince2 (Project Management)
- Processes (Project Management)
- Project Accounting (Accountancy)
- Project Accounting (Finance (Qualified))
- Project Initiation Document (Project Management)
- Purchase Ledger (Accountancy)
- Receivables Analysis (Accountancy)
- Retail (Accountancy - Sector Experience)
- Sales Ledger (Accountancy)
- Sarbanes Oxley (Finance (Qualified))
- Sector Experience (Accountancy)
- Small Team (0-5) (Accountancy - Management Skills)
- Systems Accounting (Accountancy)
- Systems Accounting (Finance (Qualified))
- Test Execution (Project Management)
- Test Planning (Project Management)
- Training (Project Management)
- Trial Balance (Accountancy)
- Trial Balance (Finance (Qualified))
- Workflow Modelling (Project Management)
IT & Internet
Categories
Skills
- 8 BI (Reporting & Analysis - Cognos)
- Accounting (Business Software - Financial)
- Analysis (Reporting & Analysis - Cognos)
- Business Intelligence (Project Management)
- Business Objects (Reporting & Analysis)
- Cognos (Reporting & Analysis)
- Crystal Reports (Reporting & Analysis)
- Databases (Project Management)
- Developer (Reporting & Analysis - Crystal Reports)
- Enterprise Systems (Project Management)
- Event Management (Reporting & Analysis - Cognos)
- Financial (Business Software)
- Full Project Lifecycle (Project Management)
- Functional Documentation (Project Management)
- Legacy Migration (Project Management)
- Mentoring (Project Management)
- MS Visio (Reporting & Analysis)
- ODBC
- Planning (Reporting & Analysis - Cognos)
- PRINCE2
- Professional (Reporting & Analysis - Crystal Reports)
- Query & Analysis (Reporting & Analysis - Business Objects)
- Reporting (Reporting & Analysis - Business Objects)
- Reporting (Reporting & Analysis - Cognos)
- SQL (Project Management)
- Standard (Reporting & Analysis - Crystal Reports)
- System Upgrades (Project Management)
- Version 10 (Reporting & Analysis - Crystal Reports)
- Version 9 (Reporting & Analysis - Crystal Reports)
- XI (Reporting & Analysis - Crystal Reports)

