Planview Portfolios
Full configuration & data integrity. Led the re-platform: design, build, cutover, zero lost decimals.
FINANCE SYSTEMS SPECIALIST — BUILD v15.7
I keep enterprise finance platforms running, integrated,
and telling the truth. Auckland, New Zealand.
LIVE STATUS — SIX ENTERPRISE PLATFORMS ACROSS THE CAREER
Full configuration & data integrity. Led the re-platform: design, build, cutover, zero lost decimals.
Rebuilt the Planview ⇄ Workday pipeline — mappings, controls, reconciliation effort cut to size.
Incident ownership through resolution. Upgrades, patches, UAT — controls monitored, exceptions recorded.
Six years of full-stack ERP administration across two companies and 100+ users, every module.
Financial reporting data across BI, CRM and live GPS telematics — one coherent picture from moving parts.
Kept CRM data honest enough to report against — governance where sales meets finance.
REBUILT END-TO-END AT GENESIS — MAPPINGS, CONTROLS, RECONCILIATION
FIFTEEN YEARS · FOUR COMPANIES · TWO HEMISPHERES
FINANCE SYSTEMS ANALYST → SITE & WAREHOUSE MANAGER → SENIOR FINANCE SYSTEMS ANALYST
Initial release. 4y 8m at Vietnam's distribution giant — shipped finance systems skills, ran an entire site, returned senior. The analyst who has also signed for the trucks.
Production workload relocated 9,600 km across the equator. Zero data loss.
WAREHOUSE OPERATIONS MANAGER → FINANCE BUSINESS ANALYST / ERP
Telematics scale-up, 4y 3m. Owned financial reporting data across Phocas BI, Salesforce and Epicor ERP plus live GPS platforms — and full administration of the ERP itself.
ERP SUPPORT ANALYST
Hotfix release: ten months running Epicor ERP administration for 100+ users across every module of an HVAC manufacturer. Stable, patched, handed over clean.
FINANCE SYSTEMS SPECIALIST — PLANVIEW PLATFORM OWNER
Current production. Platform owner for Planview Portfolios at one of New Zealand's largest energy companies. Led the full re-platform — design, configuration, cutover, stakeholder alignment — and rebuilt the Workday Financials integration with mappings and controls that cut manual reconciliation down to size. End-to-end L1/L2 across Planview, Oracle EBS and Workday.
RUNNING 3Y 7M — NO ROLLBACKS
CAREER METRICS — AGGREGATED, RECONCILED, AUDITED
RESPONSE SLA: FAST · TIMEZONE: PACIFIC/AUCKLAND