ROBIN FRANZI

12 Norman Street

Newport, Rhode Island  02840

401-849-3888                                                                                                            rfranzi@aol.com

 

SOFTWARE

FRX, ORACLE FINANCIALS v 11i, 11.03, 10.7, ORACLE GENERAL LEDGER, ORACLE FINANCIAL STATEMENT GENERATOR, ORACLE APPLICATIONS DESKTOP INTEGRATOR, MAS 90, WANG, DBC STUDENT LOAN FINANCIAL SOFTWARE, SOTAS GENERAL LEDGER, TIMELINE 6.0, MICROSOFT ACCESS 97-2000, POWERBUILDER, ADVANCED EXCEL/LOTUS 1-2-3, HTML/CGI, MICROSOFT PROJECT 2000

 

PROFESSIONAL PROFILE

 

·         Conducted requirements analysis for payroll re-hosting project; conducted gap analysis, cost/benefit analysis, security analysis, payback analysis, ROI, and project plan.

·         Establish, design, develop and create management financial structures to support company wide decision support systems and management/executive level financial information needs

·         Team member on systems analysis phase of Oracle Conversion project; developed business requirements analysis for Oracle Financial modules setup, conversion and installation.

·         Designed conversion algorithms for redesign of general ledger accounts during 1999 corporate merger.

·         Design, develop and maintain financial reporting structure for mid-level financial services company and a university using Oracle FSG and GLDI/ADI.

·         Provide support to the CFO with regard to analyzing student loan portfolios and their profitability, reporting on student loan statistics using Access and DBC, and conducting monthly research for investor reporting.

·         Prepare and maintain annual company budget for all entities and departments; design budget reports, conduct budget research, establish budget projections, and derive and maintain budget data in Oracle utilizing ADI.

·         Satisfy requests for ad-hoc queries and reporting utilizing the above technologies, co-ordinating data entry efforts, and working with IT staff to organize data flows.

·         Co-conduct business requirements analysis with regard to migrating SQL DBC Import CSV file procedure to Oracle Student Loan subsystem. Previously participated in requirements analysis, installation, conversion and testing of Oracle Financials.

·         On an interim basis, design models/prototypes for custom development solutions, s.a. the engine for the AMS website optimizer, student loan commission schedules for the V.P. of Sales, payment grids for marketing brochures, average hold time scenarios for tuition payment plans, forecasts for individual companies, planned project estimates, cost/benefit analysis for software purchases and present value/cash flow models for sales reps to use with school presentations.

·         Currently learning SQL 7.0 as an adjunct to data reporting with the Oracle Student Loan subsystem as well as future projects.

·         Designed account research methodology and variance analysis using Oracle Payables and FSG.

·         Established and designed $50m budget, management reporting and financial planning for new organization containing roughly 6 legal entities and 40 cost centers.

·         Organized distribution clusters for the dissemination of data and increased access to historical information for managers and executives company-wide.

·         Responsible for supervising and training employees from sister company in building reporting components of Oracle Financials and functional aspects of GL .

·         Troubleshot systems issues relating to Oracle General Ledger, Oracle FSG and Oracle Desktop Integrator performance, and devised solutions to allow for schedules to be consistently met or maintained.

 

 

 

 

employment history

 

JOHNSON & WALES UNIVERSITY           , Providence, RI                                                April-June 2003

Project Manager

Conducted requirements analysis for payroll re-hosting project; conducted gap analysis, cost/benefit analysis, security analysis, payback analysis, ROI, and project plan.

 

MARVEL ENTERPRISES, INC., New York City, NY                                              March-April 2003

Oracle Financials Consultant

Troubleshot issues in Oracle Financials, developed reports for senior level managers.

 

ACCESS, Inc., Whitinsville, MA                                                                                               2002

FRX Report Writer

Re-designed financial reports using FRX software to comply with re-designed chart of accounts.

 

MARVEL ENTERPRISES, INC., New York City, NY                                                                      2002

Oracle Financials Consultant

Provided consulting services with Oracle Financials v.11i implementation, including troubleshooting concurrent manager and printing issues, setup of financial reporting and budgeting, and developing financial reports using FSG and ADI. Project was completed on time and deliverables met scope.

 

JOHNSON & WALES UNIVERSITY           , Providence, RI                                                                        2002

Oracle Financials Consultant

Provided training and assistance with Oracle Financials v. 11.03 implementation from Wang; designed and developed financial reports in FSG and ADI; established budget; troubleshoot issues regarding printing, row and column overrides, budget security, validation rules and hierarchy of reporting structures, and custom themes in ADI for report formatting. Project was completed on time and deliverables exceeded scope.

 

ACADEMIC MANAGEMENT SERVICES, Swansea, MA                                            1996 to 2001

Sr. Analyst - Financial Technology                                                                                 

Financial services corporation specializing in tuition budgeting payments for higher education and student loans.

  Principal responsibility for all Oracle Financials budgeting, reporting and analysis functions organization-wide.

  Strategically designed IT solutions to accommodate internal and external business and reporting needs.

• Modeled student loan portfolios (approximately $500m+) using DBC Software by Thomson Financials to identify loan attributes which maximize profitability. Generated data queries in Access 2000 to develop metrics to measure performance standards. Focused metrics resulted in increased profitability margins and expense savings through targeted budgeting and controls.

  Established and designed $50m budget, management reporting and financial planning for new organization containing roughly 6 legal entities and 40 cost centers using FSG and ADI.

• Organized distribution clusters for the dissemination of data and increased access to historical information for managers and executives company-wide.

  Developed corporate financial model, annual $20+m corporate budget and projections.

  Conducted time series analyses and performed special projects including taxation alternatives, call center structure, and school specific profitability analysis to improve bottom line performance.

  Net Present Value Analysis supported $20m in new accounts.

  Web site calculator supported 10% in new online business and became a primary marketing tool organization-wide.

  Team member on requirements analysis, build phase for conversion from Wang to Oracle in 1997.

  Designed conversion algorithms for general ledger accounts during 1999 corporate merger from MAS 90.

  Subsequently responsible for training EFG employees in reporting components of Oracle Financials.

  Reported directly to Controller and CEO.

 

NETWORK SIX, INC., Warwick, RI                                                                                1993 to 1996

Financial Analyst

Designed financial models for estimating costs for large-scale systems integration projects for state governments including cash flow/deliverables tracking, staffing, policy implementation (salary forecasts, profitability margins), and revenue reporting (percent complete/revenue recognition reports).  Reported directly to Controller and CEO.

 

ROBINSON RESEARCH, Woonsocket, RI                                                                     1990 to 1993

Consultant

 

  Performed public policy research and authored several studies, reports, proposals, grants and op-eds for the following clients:  Rivers, Trainor, Doyle & Walsh; Legislative Commission to Study the Income Tax Structure of the State of Rhode Island; Council of State Governments; Bryant College/R.I. Export Assistance Center; Workforce 2000; US Small Business Administration, and the Economic Innovation Center.

 

HONORS AND AWARDS

 

·         Five Year Service Award, AMS Corp., May, 2001

·         Nomination, Team Award, AMS Corp., August 2000.  DBC Upload Project.

·         Innovation Award, Academic Management Services, August 1998.  Logical Design for web site calculator, “The Optimizer”.

·         Team Award, Academic Management Services, August 1997.  Oracle Requirements Analysis and System Design Project.

 

ADJUNCT EXPERIENCE

 

CLUBSMITH.COM

Custom Golf Club Restoration & Repair Service                                                                          2001

Consultant

Designed and developed custom access database for tracking customer orders and specifications.

 

FIRST CHOICE BANK SYSTEMS, INC., Tucson, AZ                                                                  2001

Quality Banking & Data Processing Equipment Vendors

Consultant

Conducted conversion of large data files from DataPerfect to Microsoft Access. Developed transitional and functional Access database and user interface.

 

TRAINOR COMMUNICATIONS GROUP, E. Providence, RI                                                       2001

http://www.trainoradv.com

Consultant

Design, develop, implement, research and maintain custom contact and knowledge management databases for new business development effort using Microsoft Access.  Conduct competitive and strategic industry and business topical, analytical and statistical research for populating databases.

 

OCEAN STATE ONLINE, E. Providence, RI                                                                        1999-2000

http://www.oso.com

Content Writer

Developed content for web site covering social affairs, local events, talents and items of community interest.

 

PICERNE PROPERTIES, Warwick, RI

Consultant                                                                                                                                    1998

Designed models in Excel to measure profitability of property holdings, expense tracking.                                                                                                                                                                                                                          `1

 

BUGABOO CREEK STEAKHOUSE, Warwick, RI

Consultant                                                                                                                                    1996

Designed spreadsheets for tracking employee time and scheduling.                                                                                                                                                                                                                                              

 

PROJECT RIRAL, Manville, RI                                                                                                     1993

Instructor                                                                                                                                                                    

Taught evening adult education course in Lotus 1-2-3 Spreadsheet Program.

 

EDUCATION

MS, Information Systems, Salve Regina University, Newport, RI, GPA 3.8

  BS, Finance, Bryant College, Smithfield, R.I., GPA 3.7, Delta Mu Delta National Honor Society, Magna Cum Laude

 

ADDITIONAL TRAINING

  Certificate, Introduction to Oracle SQL/PL SQL, Robert Half Associates

  Oracle Financials Training, Waltham, MA

  American Management Association, Course in Financial Analysis

  Keystone Learning Systems, Course in Visual Basic 3.0

  Export-Import Bank of the United States, Washington, D.C., Export-Import Loan Packaging Training

  U.S. Small Business Administration, Loan Packaging Training

 

PROFESSIONAL AFFILIATIONS/VOLUNTEERISM

 

Member, Massachusetts Women In Technology

Member, Oracle Developer Tools User Group

BIIC, Nonprofit for Minorities and Women, Advisory Board Member.  Advise in fundraising capacity, grants and proposal development, as well as technical consultation.

Business Volunteers for the Arts/Chamber of Commerce, Providence, RI, Volunteer.  Provided pro bono consulting activities to an arts organization for a commitment of 1 year.

Northern Rhode Island Community Mental Health Center, Woonsocket, RI, Board of Directors, Finance Subcommittee.  Performed volunteer work and was elected corporator on the Finance Subcommittee of the Board of Directors.

Small Business Administration International Trade Task Force Subcommittee, Member – Part of an initiative to strengthen marketing for Rhode Island’s ports.

Northern RI Association for Retarded Citizens, Volunteer – Developed copy for radio advertisements.

Woonsocket Education Foundation, Member Board of Trustees and Grant Writing Subcommittee – Formed for the purpose of raising funds for education.

 

PUBLICATIONS

 

·         “The Numbers Game”, short story, in Peeks and Valleys, a New England Fiction Journal, July 2002

·         Contributor, “The Voice of the People” Providence Sunday Journal Magazine.

·         Bryant Review, Spring 1990, Women Redefining Leadership, Featured Profile.

·         “Improving Infrastructure for International Trade: A Review of the Rhode Island Ports”, article published in Global Links

·         Author, Commission to Study the Tax Structure of the State of Rhode Island

·         “Life After Layoffs”, Massachusetts Women In Technology, e-newsletter, Nov., 2002

·         “Payback Analysis and ROI”, Massachusetts Women In Technology, e-newsletter, July, 2003.