1. Project Manager, CPA

2. Contents
 Key Highlights
 Summary of Responsibilities
 Work Experience Highlights
 Supervisor Feedback

3. Key Highlights
 Project Manager with 10+ years experience in application
development
 Led project teams of various sizes up to 35 people plus
managers
 Licensed CPA with both public accounting tax and
corporate accounting experience
 Skills include: Project Management, Software
Development Life Cycle (SDLC), Database Design and
Application Development with MS SQL, ASP/HTML,
Access, Brio, Visual Basic and VBA
 BS, Business (Accounting), University of Minnesota
 Currently enrolled in Spanish Language course of study
(Brookhaven College)

4. Summary of Responsibilities
 Manage application development for technology
products from design through on-going support
 Translation of detailed business requirements and
functional specifications to the application
development team
 Manage the development, enhancement and
maintenance of code to support strategic efforts and
ensure ongoing system performance and integrity
 Manage the testing and implementation of
development, enhancement and maintenance efforts

5. Summary of Responsibilities
 Driving innovation and creative solutions to business
and technical challenges on an ongoing basis
 Provide technical recommendations for solutions
 Management of both on and off-shore resources
 Develop and maintain project plans
 Ability to work in a highly dynamic team and fast-
paced environment with continuous challenges
 Set the strategic direction for application development
activities
 Lead efforts to develop team core
competencies, execute cross training, and implement
succession plan

6. Work Experience Highlights
 PM of Data Migration Project
Project involved migration of SQL databases, applications and historical
information from local servers to a Data Center and included remediation of
report processes. Objectives included: increased security, 24 x 5 support,
reduced costs and improved performance. Managed planning, execution and
monitoring and control processes through closing. Communicated procedures
for utilizing new environment and provided User training. The project was
completed successfully and achieved the stated objectives.
 PM of Service Group Reporting Project
Project involved the development of financial reporting utilizing SAP Financial
data to meet business critical objectives. Guided definition of scope and
managed planning, execution and monitoring and control processes through
closing. Directed communications with key stakeholders to manage
expectations and maximize satisfaction with deliverables. Outcome met
business objectives and successfully delivered reporting to stakeholders on
time.

7. Work Experience Highlights
 PM of Global Productivity, Service Group and Industry Reporting (GPSI)
Project
Project involved developing Excel based reporting packages that pulled
together various key metrics. The reports utilized a Form and Pivot Tables to
enable User driven selection of report slices and metric attributes. Guided
development of scope document, identified customer deliverables and
developed resource estimates. Managed planning, execution and monitoring
and control processes through closing. The project was completed successfully
and met customer needs.
 PM of Windows XP/Excel 2003 and Vista/Excel 2007 Remediation Project
Project involved responding quickly to compatibility issues which rendered
some Excel 2003 based reports unusable when European Users, without
notification to our team, were upgraded to Excel 2007. Identified the
compatibility issues and worked directly with a Microsoft Engineer to resolve.
Reallocated resources to remediate Excel 2003 based reports. Lack of User
training in Excel 2007 also caused problems. Successfully completed
remediation activities and communicated Excel 2007 user instructions.

8. Work Experience Highlights
 PM of Report Automation Project
Project involved working with the Buenos Aires reporting team and to identify
reports requiring substantial manual effort to produce. The objective was to
determine if automation could be applied to reduce production time. Defined
the scope and directed an architectural review to determine how tasks could be
streamlined and automated. Managed the execution and monitoring and
control processes through close. Achieved objective; in one instanced reduced
a 24 hour manual process to 15 minutes.
 Improve Data Warehouse load and data availability times
Project involved reviewing architecture and processes to determine areas for
improvement. Objective was to release data earlier by one business day. Led
design review and directed documented of areas for improvement which
included: have data pushed to eliminate manual ETL, change load order and
implement additional SSIS functionality. Defined the work packages, acquired
the project team and guided the monitoring and controlling of execution tasks
to ensure timely completion. Successful outcome increased customer
satisfaction as reports were now available earlier.

9. Work Experience Highlights
 PM of Report Distribution Tool Project
Project involved developing an application that integrated
Outlook, Word, SQL and Web Services to enable global reporting teams to
distribute reports. Objectives included centralizing report inventory and
distribution lists, incorporating Active Directory, User maintenance functions
and reduction of manual effort in distribution process. Created plan, defined
work packages and managed resources during task execution. Successfully
delivered solution on schedule and met Stakeholder’s expectations.
 PM of Standard Management Reporting Project
Project involved integrating various platforms to create a Web based financial
reporting system used by 1500+ global Users. Guided development of scope
statement and identified major risks. Acquired and managed 35+ functional
and technical resources. Guided execution of tasks while monitoring and
controlling schedule and costs and updating the project plan. Successful
outcome included on-schedule completion, $4M in annual costs savings and
receipt of Accenture’s Award for Operational Excellence.

10. Supervisor Feedback
 “ …able to clearly convey the issues and worked
through resolution on all major issues”
 “Not only does David listen to what the business
requirements are, but he also provides very useful
suggestions on changes that may be more beneficial to
the customer’s needs.”
 “David has been very effective in thinking through all
of the potential issues and coming up with effective
solutions”

11. Supervisor Feedback
 “David brings very strong skills and keeps on top of the
latest available technologies to apply to our ever-
changing business needs”
 “David has a great ability to view business
needs/issues, evaluate them and proactively seek the
best solution.”
 “David maintains a positive attitude and has the
unique ability to listen carefully and provide very
beneficial input.”

12. Supervisor Feedback
 “David has been recognized verbally by finance leaders
as providing a distinct value and expertise in that he
has a blend of technical skills and Accenture finance
knowledge that is unique and allows the provision of
flexibility in reporting to help meet the changing
needs of leadership. “
 “… well thought out approach to building
efficient, accurate solutions.”
 “Great attitude. Rolls with the punches and keeps
working hard.”

13. Supervisor Feedback
 “[David is] very valuable and positively impacts many
teams and people”
 “David continually comes up with better ways to build
efficient solutions and solve problems. He does not
just do what has been done before but always improves
on it.”
 “I have always enjoyed working with David. He has a
great attitude and is always thinking creatively and
eagerly accepting [of] new challenges.”