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Franklin Chow

Fremont, CA
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Summary

Over 18 years of progressive experience in finance, accounting, financial systems and analytics that includes:

  • Broad experience on leading system implementations inclusive of architecture design, development, optimization and maintenance activities, as well as Balance Sheet forecast, P&L budgeting, projects, CAPEX, Workforce Planning and strategic planning.
  • Strong analytical skills to identify and resolve problems in order to effectively apply a broad range of professional concepts, best practices and methods in moderately complex and diverse circumstances.
  • Strong project management, technical and cross-functional skills.
  • In - depth knowledge of SDLC and experience in software implementation and versions upgrade.
  • Solid understanding of financial process flows, and extensive experience on business and system processes re-engineering (Business Transformation).
  • Significant experience on financial analysis, Excel modeling, management reporting, KPIs and dashboards.
  • A highly accomplished communicator and presenter who is able to articulate and present technical information to all levels within the organization.

SKILLS

  • Proficient in Hyperion Planning, Hyperion Financial Management, Financial Reporting Studio, Essbase, Web Analysis, ODI, HAL, Hyperion Workforce Planning, Hyperion CAPEX, Essbase Studio, FDMEE, PBCS, Oracle DV, OBIEE, Oracle EBS, Discoverer, SAP, Cognos - Impromptu & PowerPlay, Insight, Convergence, Oracle Database, SQL Server, Microsoft Word, Excel, Power Point, Access, PowerBI,VBA, Great Plains, Business Object, FRX report writer, BW report writer, FAS.
  • Fluency in oral and written communication in English, Mandarin, and Cantonese

CERTIFICATIONS & ORGANIZATION

  • Hyperion Certified Developer (HCD) – Hyperion System 9 BI + Analytics 9.0
  • Member of Oracle Customer Advisory Board (CAB) – Hyperion Planning, Oracle BI/Essbase
  • Member of Oracle EPM Documentation Customer Partnering Program
  • Organizer – SF Bay Area Oracle EPM Meetup (www.meetup.com/SF-Bay-Area-Oracle-EPM-Meetup)

Experience

2014 Jul - 2019 Jan
Senior Finance Systems Manager (Corp FP&A)
Tivo / San Jose, CA
  • Managed 1 staff, 4 contractors, 4 Hyperion environments and 15 servers.
  • Full responsibility of the Oracle EPM system. Led the end-to-end financial system strategy development, implementation, data integration, production support, maintenance and upgrade.
  • Provided architectural leadership and managed all phases of project lifecycle including requirements, design, development, implementation, unit testing, migration, support and user training.
  • Managed and performed infrastructure, hardware, installation, system integration, backup, recovery, testing and migrations for new and existing rollouts or upgrade cycles.
  • Communicated with Finance leadership regarding the direction and status of the Finance Systems portfolio.
  • Translated strategic financial goals and requirements into design and system architecture recommendations.
  • Researched and prioritized enhancements, and applied best practices in the design and deployment of financial systems.
  • Proactively identify, facilitate and drive continuous improvement, and provided strong support to TiVo team.
  • Managed and standardized the process (business and system) of submission, consolidation and reporting of monthly forecast/close process and procedures across the Accounting and Finance organization.
  • Worked with VP of Finance and Corp FP&A to design and prepare presentation for the Board and executive team.
  • Established EPM governance framework including disciplined procedures and policies, to enforce the IT and business controls.
  • Managed financial data integration plan, processes and strategy related to M&A activity.
  • Managed the RFP process, prepare cost benefit analysis, evaluated and provided impact assessment of cross-functional company projects on financial systems and processes.
  • Act as the Business Process Owner for systems used by Accounting and Finance organization.
  • Worked with key stakeholders to define project deliverables, success factors, and estimated ROI.
  • Led the coordination of resources, project scope, business requirement documentation, project documentation, status reporting, risk management, timelines, and project communication.
  • Provided project management, solution delivery and governance support to all financial systems projects to ensure adherence to reporting and business objectives.
  • Projects - Servers upgrade and migration, Project Financial Planning (R&D) & BI dashboard enhancement, Hyperion Strategic Finance implementation, Planning and HFM implementation for new combined company.
2010 Nov - 2014 Jul
IT System Manager / Sr. Project Manager
ATMEL / San Jose, CA
  • Developed, supported, maintained and enhanced Oracle EPM applications.
  • Managed 3 Hyperion environments - Production, QA and Development. Each environment had 250 users, 10 applications and 14 databases, which included BSO, ASO, CAPEX and Workforce Planning.
  • Managed future upgrades, major design changes, and potential new system components, including potential re-implementation / redesign of Hyperion Planning.
  • Created and managed the calculations, business rules, form development, scripts, financial reports, backup processes, automations and metadata build processes via Oracle Data Integrator (ODI).
  • Responsible for performance monitoring and tuning / performance optimization of Hyperion System.
  • Worked with the business to define and execute process and application best practices.
  • Translated business requirements or concepts into technical specifications and well architected solutions.
  • Prepared / developed functional specifications for custom reports, interfaces, conversion programs, automation scripts and enhancement.
  • Developed test plans and ensure users acceptance of new functionality.
  • Provided appropriate user training in regards to tools (Essbase-Addin, Smart View) and advanced Excel modeling with VBAs.
  • Established standards for the technology including identification of appropriate uses for all options with the Essbase technology stack (ASO, BSO, ODI, Essbase Studio).
  • Evaluated and recommended emerging technologies and integration options with Essbase and Planning.
  • Provided recommendations and assisted business on enhancing business processes / data flows to fully utilize the power of Oracle EPM suite.
  • Managed project scopes, risks and issues. Delivered with predictability all phases of the project life cycle, from requirements and analysis through deployment.
  • Created, executed and maintained project work plans, identifying resources and assigning individual responsibilities.
  • Participated in the definition and testing of key application controls associated with audit and compliance requirements.
  • Projects - Hyperion redesign and version upgrade (11.1.2.3.500), Hyperion Tax Provision, allocation model, manufacturing cost model, mobile BI and Hyperion Project Financial Planning.
2008 Aug - 2010 Nov
Senior Manager (Financial Systems)
Blue Coat Systems / Sunnyvale, CA
  • Complete ownership of the Hyperion Planning system including servers.
  • Performed Hyperion software installation and configuration in windows environment.
  • Provided user support including business process support, tool usage, troubleshooting and user training.
  • Supported CFO and CAO organization on optimizing close process and reporting.
  • Served as Project Manager, architect and technical lead for Hyperion implementation and enhancement / redesign projects. Manage the project team of 5 - 6 members.
  • Developed, reviewed and optimization of Essbase outlines, calculation scripts, report scripts, business rules, load rules, financial and web analysis reports.
  • Monitored systems performance and executed system quality control practices and procedures.
  • Developed global batch automation, backup, disaster recovery and archive process via Oracle LCM.
  • Developed and maintained automated data transfer and load process using SQL, Maxl / Esscmd. Integrate information from other systems - Oracle Financials, Oracle HR and Payroll (ADP).
  • Developed and maintained HAL / ODI routines to update Essbase outline.
  • Developed a reporting strategy and system for delivering information and analysis to C-level executives.
  • Developed detailed business requirements, system documentation, procedures, and data modeling.
  • Developed consistent methodology for capturing data for determining allocation methodology.
  • Acted as liaison with FP&A, IT, and/or outside vendors as appropriate in support of the systems.
  • Prepared monthly reporting packages (Actual, Forecast and budget) and FX analysis.
  • Created Ad-hoc, what-if and scenario analysis for senior management.
  • Provided variances explanation and worked with management to ensure the targets were met.
  • Provided necessary documentation for internal auditor.
  • Projects - Global BI/EPM solutions, Dashboard reporting and Data Warehouse. Developed Non-financial Essbase databases - sales analysis & customer analysis.
2007 Sep - 2008 Aug
Senior System Analyst
JUNIPER NETWORKS / Sunnyvale, CA
  • Managed the off shore Hyperion support team of 4 members.
  • Administered Hyperion and managed day-to-day operations - monitoring jobs, validating data, updating forms, reports, calculation scripts, business rules, automation scripts, securities and monthly setup.
  • Hyperion reports - full support including troubleshooting report issues, maintaining and creation of reports on a monthly/quarterly basis for FPA and executive.
  • Developed training material for all areas of Hyperion - Essbase, Smart View, forms and reporting. Delivered routine training to new hires and refresh courses to incumbent employees.
  • Worked with FP&A community, process owners and IT on defining and documenting business requirement, evaluate and implement automated solutions of data flow to and from Hyperion.
  • Managed monthly calendar in partnership with FPA community.
  • Troubleshoot user issues - data integrity, business rules questions, application functionalities and performance.
  • Continuously modified and enhanced to existing environment and led the UAT.
  • Facilitated ad-hoc reporting, querying and analysis requests.
  • Developed and maintained Visual Basis and VBA applications to streamline tool efficiency and automate tasks.
  • Special project - Hyperion phase II redesign and version upgrade.
2005 Aug - 2007 Sep
Assistant Vice President - Financial Planning & Analysis
GREATER BAY BANCORP / East Palo Alto, CA
  • Administrator for Hyperion Planning, Essbase and Financial Report.
  • Designed / configured, and implemented financial system from Bancware to Hyperion Planning in 3 months.
  • Software upgrade - project lead for the Hyperion version upgrade and system enhancement.
  • Maintained the organization structures, accounts, logic, report and security in Hyperion.
  • Developed calculation scripts, formulas, and business rules to optimize efficiency and ensure data quality.
  • Performed required Sarbanes-Oxley reviews of Hyperion access and security.
  • Provided end user support, training and solutions for Hyperion FP&A system.
  • Reviewed current system architecture and usage with a focus on maximizing the benefit from the system.
  • Mentored and provided guidance to junior team members.
  • Created and maintained the Access database for tracking the loans & deposits performance.
  • Enhanced the planning processes, and prepared departmental budget and rolling forecasts.
  • Provided financial support to business unit managers on strategic & operations planning and variance analysis.
  • Prepared monthly performance reports, margin analyses and assists in the preparation of board package.
  • Developed tools and financial models for distribution and use within the organization.
  • Provided in-depth analyses utilizing "what-if" modeling techniques.
2004 Jan - 2005 Jul
Senior Financial Analyst
PROVIDIAN FINANCIAL / San Francisco, CA
  • Maintained Essbase databases (Version 7)
  • Performed analysis and reporting for the multi-billion dollar securitization program. Managed the FAS140 valuation model. Provided commentary for external reporting and government regulators. Supervised a junior trust analyst.
  • Prepared securitization forecast and analyzed the financial impact, and provided analysis to senior management.
  • Prepared monthly FAS140 valuation analysis, gain on sale calculations for new securitization, the Valuation Analysis Package for senior management review and participated in monthly close.
  • Reviewed or/and prepared the securitization related sections of the 8-K, 10-Q and 10-K SEC reporting.
  • SOX audit - Reviewed and maintained the SOX workflow documents.
  • Created and maintained FAS 140 policy, detail FAS140 valuation model documentation and desktop procedures.
  • Special projects - 5 years financial restatement.
2002 Apr - 2003 Nov
Senior Financial Analyst
AVIRON / Mountain View, CA
  • Managed a Junior Analyst.
  • Primary financial analyst for 12 departments. Prepared variance analysis, monthly forecasts and annual budget.
  • Month-end closing - Prepared and verified month-end accrual, amortization, prepaid & journal entries.
  • Reconciliation - Reconciled & reviewed all payroll related accounts, cash and prepaid accounts.
  • Audit - Facilitated audit through preparation of schedules and other supports to external auditors. Prepared & reviewed all payroll related journal entries & allocations. Involved in Great Plains to SAP conversion.
  • Worked with IT to maintain and update SAP and rolled out new modules.
1999 May - 2001 Nov
Senior Accountant/Analyst
GATX CAPITAL CORP / San Francisco, CA
  • Month-end closings and cost centers analysis.
  • Cash management - monitored and analyzed the high volume daily cash transactions.
  • Performed Fixed Asset accounting and reconciled related accounts.
  • Audit & reporting - Created reports for external & internal auditors and the reporting group.
  • Assisted in SAP upgrade.
1999 May - 2000 Jul
International Accountant
GATX CAPITAL CORP / San Francisco
  • Foreign office - Primarily responsible for foreign offices accounting. Analyzed the foreign offices' expenditure.
  • Month-end closing - Prepared journal entries & reconciliations.

Education

San Francisco State University
Bachelor of Science in Finance, Accounting
  • San Francisco State University - Bachelor of Science in Finance (Honors), Accounting

Skills

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