With 16 years of experience in Oracle EPM Planning, I help finance teams move budgeting, forecasting and profitability planning into a purpose-built system - so less time goes into manual work, and more goes into accurate decisions.
I applied for an IT position, thinking it could be a first step toward development. Instead, I moved into Planning implementation and took on responsibility across the work of an entire department. Over time, I learned to connect the financial questions behind a plan with the technical decisions that make it work.
Today I work across the full lifecycle: understanding needs and financial logic, advising finance teams, designing and building the solution, developing and testing it, then deploying, training and supporting the people who use it.
For this client, we focused on the parts of budgeting and forecasting that took the most time in Excel and automated them in the planning system.
"It takes me two hours, but I didn't think they would believe me."
The process starts with understanding the business, then moves into practical delivery - one model at a time.
A short phone call to understand the situation and see whether it makes sense to continue.
A one-hour meeting to understand your needs and define the scope, held remotely if you prefer, followed by a clear proposal.
After signing, I map the overall data structure and build the interfaces that bring data in from other systems.
We define each model together, I build it, and your team tests it while I move on to the next model.
Requirements analysis, financial consultation, technical design, implementation, development, testing, deployment, training, project management and ongoing support.
I help finance teams streamline budget planning and rolling forecasting, shorten budget and forecast preparation time, and improve planning accuracy.
With models tailored to the organization, integration with actual data and automation of planning processes, teams can reduce manual work and minimize errors.
Organized management of budget and forecast scenarios, together with a simple, easy-to-use version-saving mechanism, supports accurate data analysis and quick preparation of an income statement (P&L), a balance sheet, a cash flow statement and a financial ratios report. This enables budgetary control, investigation of budget versus actual results, and budget variance analysis to understand the underlying causes.
This leaves finance teams more time to analyze data, draw insights and make decisions.
My experience spans a wide range of sectors. Some projects were completed in salaried roles with previous employers, so not every organization listed was a direct client of my independent practice. The names describe my professional experience and do not imply endorsement, sponsorship or a current affiliation.
Their input helps shape a system that reflects your organization's needs and business rules.
A short introductory call is a simple way to see whether a planning system can help your team.