Daniel Villani

Daniel Villani

Scarsdale, New York, United States
7K followers 500+ connections

About

𝐖𝐡𝐚𝐭 𝐰𝐞 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐰𝐢𝐭𝐡:

💠 Consulting Services

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Experience

Licenses & Certifications

Volunteer Experience

  • Catchafire Graphic

    IT/Finance Subject Matter Advisor

    Catchafire

    - Present 8 years 5 months

    Education

    Using the CatchaFire platform, I partner with a variety of organizations as a Subject Matter Advisor (SMA) in the areas of Finance, Technology, Branding, Strategy, and Social Media.
    - Technology Reviews & Strategy: Assist organizations in assessing current technology landscape and plan for future enhancements
    - Finance Review & Strategy: Partner with organizations to develop driver-based budgeting and reporting to streamline their processes

Publications

Patents

Projects

  • EPBCS Budgeting Application Implementation

    -

    - Implement Budgeting Application for Real Estate Organization
    - Architect & Lead Developer on project

  • Hyperion Planning to PBCS Conversion

    -

    - consolidated two on-premise planning applications with multiple plan types to a single PBCS pod
    - modified planning components (forms, business rules, etc.) to support new organization dimension
    - provided training and assisted in user acceptance testing
    - helped troubleshoot issues with other on-premise applications

  • EPBCS Enhancements

    -

    - Enhance existing Planning application to replicate custom Excel Reports in SmartView.
    - Enhance Validation process

  • FDMEE Migration to AWS Hosted Server

    -

    - Migrated components from FDMEE in on-premise server to AWS
    - Troubleshoot platform-related issues and provide enhancement
    - Migrated additional environments

  • Oracle Data Integrator Migration

    -

    - Migrate ODI artifacts from on-premise ODI server to Amazon Web Services (AWS) server
    - Troubleshoot FDMEE issues arising from migration
    - Test & Troubleshoot application issues

  • Master Data Management/Data Integration Requirements at Multinational Bank

    -

    Gathered requirements and provided a high level design for a Master Data Management and Data Integration Development track to begin in January 2019. Led a team of 2 to meet with client stakeholders, develop recommendations, and create an approach to provide the roll-out of an MDM implementation by March 2019.

  • Oracle PBCS Enhancements/Migration at Leading Insurance Organization

    -

    - Cloned PBCS Application and migrated to new pod
    - Modified planning components, including forms, business rules, security
    - Designed, developed, and implemented key enhancements and application functionality
    - Led user acceptance training and admin training

  • Hybrid Cloud Process Development at Leading Law Firm

    -

    Gathered requirements, designed, and architected automated process to refresh substitution variables, data, and metadata from a cloud PBCS application (2 Plan Types) to an on-premise Essbase Application (2 databases).
    Follow-on work was awarded to perform build of synchronization process.

  • Oracle DRM Implementation at Fortune 500 Utility Company

    -

    Served as Architect and Team Lead for Oracle Data Relationship Management work stream at leading Utility Company in NYC. The project consisted of:
    - Sourcing Hierarchies from PeopleSoft, Oracle EBS, and Hyperion
    - Creating Imports, Exports, and Over 100 properties to support propagation of hierarchies to downstream system
    - Creation of complex ETL (via SSIS) to ensure the hierarchies were in the correct format for DRM. Upper level of hierarchies had to be dynamically created when they…

    Served as Architect and Team Lead for Oracle Data Relationship Management work stream at leading Utility Company in NYC. The project consisted of:
    - Sourcing Hierarchies from PeopleSoft, Oracle EBS, and Hyperion
    - Creating Imports, Exports, and Over 100 properties to support propagation of hierarchies to downstream system
    - Creation of complex ETL (via SSIS) to ensure the hierarchies were in the correct format for DRM. Upper level of hierarchies had to be dynamically created when they did not exist in the source systems
    - Managing 1 team member to ensure project remained on schedule
    - Weekly status reporting to client and maintenance of the project plan

  • Data Requirements & Design at Leading Life Insurance & Annuity Organization

    -

    - Lead effort in gathering data requirements and transformation requirements for data sourcing, transformations, and data propagation to downstream systems.

    - Assist in designing data sourcing, data modelling, and data integration from source systems to downstream targets

  • Chart of Accounts Redesign & Implementation

    -

    A leading Financial Services advisory company recently embarked on a journey to redesign their chart of accounts and build a robust ERP and reporting platform to facilitate data collection and reporting.

    - Led the DRM team to assess Chart of Accounts (CoA) impact to current Master Data Management (MDM) platform

    - Determine optimal integration points between DRM and PeopleSoft, Hyperion Financial Management (HFM), OBIEE, and legacy applications

    - Assess current state DRM…

    A leading Financial Services advisory company recently embarked on a journey to redesign their chart of accounts and build a robust ERP and reporting platform to facilitate data collection and reporting.

    - Led the DRM team to assess Chart of Accounts (CoA) impact to current Master Data Management (MDM) platform

    - Determine optimal integration points between DRM and PeopleSoft, Hyperion Financial Management (HFM), OBIEE, and legacy applications

    - Assess current state DRM environment for potential optimization points and maintenance reduction

    - Serve as Subject Matter Advisor (SMA) for DRM and OBIEE architecture and implementation strategy

    -Design and Develop DRM components to support implementation of PeopleSoft, Financial Accounting Hub, and Legacy Systems

  • Data Lineage/CCAR Re-Submission for a Multinational Bank

    -

    After failing a stress test, this bank was prohibited from issuing a dividend to its shareholders until its CCAR re-submission was approved. This project was highlighted in key media outlets such as the New York Times and Bloomberg.
    - Led team of 7 to identify Key Business Elements and related data elements for Credit Risk Disclosures' Note 4 and Note 5 of the 10-Q
    - Interviewed key stakeholders to assist in template population related to data elements and data controls
    - Developed…

    After failing a stress test, this bank was prohibited from issuing a dividend to its shareholders until its CCAR re-submission was approved. This project was highlighted in key media outlets such as the New York Times and Bloomberg.
    - Led team of 7 to identify Key Business Elements and related data elements for Credit Risk Disclosures' Note 4 and Note 5 of the 10-Q
    - Interviewed key stakeholders to assist in template population related to data elements and data controls
    - Developed automated processes and operating procedures in order to assist team in meeting aggressive timelines; as a result, Significant Deficiency was upgraded to Controlled Deficiency
    - Managed multiple simultaneous work-streams consisting of 1-3 team members each.
    - Supply chains managed/supported: Credit Risk Disclosures, FR Y-14Q Corporate Loans, FR Y-14Q Other Consumer
    - Work on this project contributed to a $23M extension of project through Q1 2016

  • Risk Transformation Assessment - World's Largest Securities Depository and Clearinghouse for Trade Settlement

    -

    The purpose of this project was to assess a multi-year program from three perspectives: Architecture, Financial Benefits, and PMO. My area of focus was around Architecture and Financial Benefits
    - Interviewed key stakeholders to determine whether architecture would fulfill the purpose of the program
    - Interviewed key stakeholders to ensure they understood program benefits and purpose
    - Analyzed Financial Documents to ensure program was on track/ on budget to deliver key…

    The purpose of this project was to assess a multi-year program from three perspectives: Architecture, Financial Benefits, and PMO. My area of focus was around Architecture and Financial Benefits
    - Interviewed key stakeholders to determine whether architecture would fulfill the purpose of the program
    - Interviewed key stakeholders to ensure they understood program benefits and purpose
    - Analyzed Financial Documents to ensure program was on track/ on budget to deliver key functionality
    - Discovered $90M+ in unbudgeted spend over the next 5 years
    - Prepared presentation to Board of Directors containing analysis of the program

  • Hyperion Planning/Reporting Implementation for Leading Point-of-Purchase Equipment Supplier

    -

    - Transform metadata from flat hierarchies to integrated rollups optimized for reporting
    - Source data from JD Edwards to Hyperion Planning
    - Build Financial Reports (P&L, Balance Sheet, etc.)
    - Train end-users on Form creation, report development, and system administration

  • Hyperion/DRM Upgrade & Enhancements for Leading Health Care Provider

    -

    - Hyperion/DRM Upgrade from 11.1.1.3 to 11.1.2.3
    - Essbase
    - EIS -> Essbase Studio Conversion
    - DRM
    - Financial Reporting
    - Automation Scripts
    - Automation Developer - reverse-engineering custom API commands to build a more efficient, native process.
    - Enhancements - design and implement enhancements for EPM/DRM processes

  • Business Intelligence Pilot at Leading Pharmaceutical Company

    -

    - Assisted in the Implementation and User Acceptance Testing of OBIEE Pilot v11.1.1.7 using Essbase 11.1.2.1
    - 14+ dashboards consisting of: Waterfall Charts, Performance Tiles, Stacked Bar Charts, Pie Charts, Pivot Tables and traditional graphs leveraging Essbase databases, SQL tables, variables, and prompts
    - Automated migration process using Windows Batch Scripts which invoke WinSCP commands to connect to Linux server

  • Hyperion Planning Implementation for Leading Building Products Distributor

    -

    - Create Hyperion Planning Application to allow input and calculation of Financial Data for Budgeting and Re-forecasting for the current year based on rolling data
    - Create Dynamic Method for building a hierarchy with alternate structures to allow data to be seen in any year's version of the hierarchy
    - Create Trial Balance Reports, P&L reports, and various other reports to assist in the Budget and Forecast processing
    - Create Historical Application to house data back to 1999
    - ETL…

    - Create Hyperion Planning Application to allow input and calculation of Financial Data for Budgeting and Re-forecasting for the current year based on rolling data
    - Create Dynamic Method for building a hierarchy with alternate structures to allow data to be seen in any year's version of the hierarchy
    - Create Trial Balance Reports, P&L reports, and various other reports to assist in the Budget and Forecast processing
    - Create Historical Application to house data back to 1999
    - ETL Developer, Application Developer, Business Rule Developer, Security Developer, Automation Developer

  • Hyperion Support & Enhancements Phase at Leading Pharmaceutical Company

    -

    -Provided Support for Phase 1 and Phase 2 Implementation
    -Enhanced Phase 1 and Phase 2 Implementations
    -Added Dimensions to the Consolidated Reporting Model through ETL and Essbase Studio
    -Created Backup and Restore Process for Solution
    -Reduced form load and save times by over 70%
    -Optimized calculation script to reduce execution time from 3 hours to under 10 minutes
    -Created process for DRM to act as metadata source for EPMA and Essbase Studio

    Other creators
  • Oracle Hyperion Implementation for Bio-Pharmaceutical Company (Phase 2)

    -

    This project is Phase 2 of a multi-phase Hyperion Implementation
    -Implemented Workforce Planning and Expense Planning systems
    -Linked Workforce and Expense cubes via XRefs
    -Created ~100 Planning forms to be used by 5 divisions
    -Created over 30 business rules including: allocation scripts and currency conversion scripts
    -Established replicated partition between Expense and Consolidated Reporting Cube
    -Created Windows batch scripts and automated processes for nightly, monthly…

    This project is Phase 2 of a multi-phase Hyperion Implementation
    -Implemented Workforce Planning and Expense Planning systems
    -Linked Workforce and Expense cubes via XRefs
    -Created ~100 Planning forms to be used by 5 divisions
    -Created over 30 business rules including: allocation scripts and currency conversion scripts
    -Established replicated partition between Expense and Consolidated Reporting Cube
    -Created Windows batch scripts and automated processes for nightly, monthly, and intraday (hourly processes)
    -Designed extraction process to export supporting detail from Hyperion Planning to the Data Warehouse
    -Led over 10 Business Adoption Model sessions to educate users on the features of the new system

    Other creators
  • Oracle Hyperion Implementation for Bio-Pharmaceutical Company

    -

    This Implementation was featured in Oracle Profit Magazine. We started with a system that was not very flexible and required many manual changes from the users. We are in the process of automating the solution to improve efficiency, data quality, and reduce manual input through our implementation.

    Implementation So Far:
    - Implemented a Consolidated Reporting Model using Essbase Studio
    - Implemented an ETL Process to source the data into the Consolidated Reporting Cube
    - Created…

    This Implementation was featured in Oracle Profit Magazine. We started with a system that was not very flexible and required many manual changes from the users. We are in the process of automating the solution to improve efficiency, data quality, and reduce manual input through our implementation.

    Implementation So Far:
    - Implemented a Consolidated Reporting Model using Essbase Studio
    - Implemented an ETL Process to source the data into the Consolidated Reporting Cube
    - Created a cube swap process using MaxL and Batch Scripting to automatically reload the data nightly and intraday (every hour)
    - Created Interface Tables for EPMA Stage 2 Implementation

    Other creators
    See project
  • ETL Implementation for Leading A&D Company

    -

    -Implemented an ETL Process using PL/SQL to source data from the IFR to the Data Warehouse and dynamically build hierarchies
    -Created Process for a Direct and Indirect Application for the US and Canada Divisions
    -Automated the process to be run on a scheduler
    -Created Packages, Stored Procedures, Tables, Views, and Materialized Views

    Other creators

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