CURTIS P. NEUMANN, CPA - Curtis Neumann's Blog

CURTIS P. NEUMANN, CPA
Livermore, CA (925) 548-7161 cnmsjn@sbcglobal.net
ACCOUNTING & FINANCE DIRECTOR
Financial Systems ▪ Business Analysis ▪ Financial Planning & Analysis
Profile
Financial planning and reporting process innovator and Big 4 CPA with over 20 year s of experience creating efficient
and effective business planning and performance management processes and systems. Extensive track record of driving
revenue increases, reducing costs, and optimizing profitability through development of client focused planning and
reporting tools. Adept at leveraging business intelligence technologies to transform financial and operational data to
actionable information. Seeking an opportunity that will benefit from my key areas of expertise:
▪ Financial Planning & Analysis ▪ Performance Management Reporting ▪ Oracle Hyperion Essbase Cubes
▪ Activity Based Modeling ▪ Product and Channel Profitability ▪ Accelerated Close Solutions
▪ Variance Analysis Reporting ▪ Vendor Selection Business Cases ▪ IT Ambassador/Liaison
▪ Budgeting & Forecasting ▪ Business Intelligence Architecture ▪ Project Matrix Leadership
▪ Training & Development ▪ Product & Program Management ▪ Accounting Support
~ Selected Accomplishments ~
Streamlined the corporate strategic planning process at AT&T by implementing Oracle Essbase and Hyperion
Planning, resulting in the elimination of hundreds of complex modeling spreadsheets, increasing reporting
capabilities, forecast accuracy, and processing efficiencies by 80%.
Developed a forecast driver submission process by implementing Hyperion Planning to collect extensive drive data to
support budgeting and planning activities, reducing submission cycle times by 70% and enabling collection of larger
data sets.
Designed a prototype Hyperion Planning activity based budgeting process, creating calculation transparency verses
offline spreadsheets and enabling per unit and volume variance reporting.
Implemented an Oracle Essbase remuneration analytical engine that identified daily overtime spikes across 30,000
cost centers, generating annual savings of $40M+.
Created a credit scoring process to reduce customer bad debt by $20M annually.
Modeled a daily billing system query process to detect international calling fraud, producing $10M in annual cost
savings.
Professional Experience
AT&T, San Ramon, CA 1994 - 2011
Associate Director, Corporate FP&A (2007 – 2011)
Chief Business Intelligence Architect for the Corporate Reporting and Planning organizations. Partnered with IT to enable
end-to-end process enhancements. Led a four member team of Oracle Essbase business analysts and developers as Process
Owner in the following key projects.
Key Projects:
• Product Allocation Model: Designed, developed, and maintained the long term corporate planning model. Replaced
over 20 driver-based spreadsheet models for the Wireline business segment with interconnected Oracle Essbase cubes.
Expanded progress to other organizations, resulting in additional Essbase cubes rolling up to one final aggregating
cube. Ten year product generated about $50B in revenue and $40B of expense.
• Foreign Exchange Reporting Process: Produced a foreign exchange Oracle Essbase calculation engine and reporting
process utilizing SQL and Hyperion Essbase to convert international revenues and expenses from local currencies to
US dollars and measure actual results versus F/X gains and losses.
• Capital Model for the Corporate Planning Group: Developed a model that calculated ten years of incremental capital
expenditure by program and project initiatives utilizing Hyperion Essbase. Process reduced refresh time from several
days to a few hours and calculated results at a more granular level, creating more meaningful data for business
decisions.
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CURTIS P. NEUMANN, CPA
Livermore, CA (925) 548-7161 cnmsjn@sbcglobal.net
• Employee Overtime Analysis: Created daily and monthly overtime Hyperion Essbase reporting cubes that calculated
actual overtime percentages along a hierarchical cost center dimension of about 40,000 cost centers, resulting in the
ability to quickly locate excessive overtime hours and expense by cost center and millions of cost savings for hourly
wage expense.
Associate Director, AT&T Long Distance FP&A (2000 – 2006)
Championed the development and ownership of business intelligence solutions at a startup subsidiary under direction of
division CFO. Managed and trained a staff of two IT professionals and one Oracle Essbase business analyst.
Key Projects:
Cost of Goods Sold Accrual Calculator: Replaced a manual accrual process from a third party carrier that provided
monthly invoices for traffic carried on behalf of ATT Long Distance. Utilized a Hyperion Essbase process using real time
vendor and long distance customer billing data to accurately allocate $50M of access COGS to the correct product, region,
month, and channel, reducing large monthly true-up and making P&L analysis more stable and reliable.
International Wholesale Calling Fraud: Developed a process to detect international wholesale calling fraud. Collaborated
with IT SQL programmers and the Legal Department to build billing system queries to detect high call volume to countries
with high access termination fees and disconnect fraudulent customers. Project resulted in $40M savings over five years.
Finance Manager, AT&T West Region FP&A (1999 – 2000)
Coordinated consolidated financial statement planning models, reengineered cash flow planning model to portray more
accurate Treasury cash levels, and recruited, trained, and managed four financial analysts.
Technical Accountant (1997 – 1998)
Researched and authored accounting policies for Regional Controller and internal use software accounting policies.
Developed and instructed accrual versus cash accounting sessions to 150 AT&T Procurement Contract Managers, reducing
immediate expense recognition issue on new contracts by several million of expense and capital dollars per year.
Consolidation and Financial Reporting Manager, Pacific Telesis/Pre-AT&T Merger (1994 – 1997)
Chartered to overhaul consolidation process with latest technology for Corporate Controller. Designed and implemented
Hyperion Financial Management (HFM) consolidation system, performed monthly consolidation close in HFM, and
prepared monthly board performance package for CFO.
PRIOR EXPERIENCE 1998 - 1994
Previous accounting experience for Burns Philp Foods, Fairmont Hotel, Bohannon Development Company, and Deloitte &
Touche.
Education
Bachelor of Science in Business Administration (Accounting Emphasis)
University of California, Berkeley
Certified Public Accountant - California
BI & EPM Software
Proficient in the development of Oracle Hyperion Essbase 9.3, Oracle Hyperion Planning 9.3, Oracle Hyperion Financial
Management, Hyperion Application Link 9.2, Hyperion Essbase Integration Services 7.0, MS Office, and SQL.
Oracle Hyperion Planning Customer Advisory Board Participant
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