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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
EXPERIENCE SUMMARY
Doug is an experienced Oracle Applications (ERP) Project Manager, Business Process Transformation Consultant, Systems Designer and Functional Consultant having over 35 years of experience in thirteen countries, with numerous Oracle Application User Group awards:
25+ years managing and implementing Oracle Financial, Distribution and Supply Chain Apps projects 5+ years designing cost and manufacturing systems at Oracle Corporation 10+ years cost and general accounting management for manufacturing and distribution firms
Industries include Software, High Tech, Aerospace & Defense, Telecommunications, Building Construction, Medical Instruments, Pharmaceutical, Industrial Products, Oil & Gas, Food Processing and Government. Doug is considered to be one of the leading specialists for Cost Management solutions, with a solid functional and technical understanding of the related inventory, supply chain, projects and financial modules.
During his career Doug has performed the following project roles: Project Manager and Senior Advisor Solution Architect and Technical Designer for Cost, Supply Chain and Financial Applications Business Process Manager for Business Transformation Solutions Technical and Data Conversion Manager Manufacturing Applications Track Lead and Consultant Acting Cost Controller Post Go Live trouble-shooter for Cost, Supply Chain, Intercompany and A/P Accrual requirements Instructor for Oracle Cost Management and related modules
Project experience includes: Multiple full project life cycles with Oracle Applications Releases 10, 11, 11i, 12 and Cloud Global solution design & rollouts of core solutions for Financial, Supply Chain, and Distribution clients Bespoke application extensions, interfacing to third party systems, upgrades and data conversions Management reporting definition and solutions User training and education
Development experience includes: Frequent advisor to Oracle Cost Management Development and Oracle Support Co-designer at Oracle Corporation for the Oracle Cost Management Module Systems architect at Oracle Corporation for cross-application integration across Oracle Supply Chain,
Distribution, Projects and Financial modules Creation of numerous custom applications, reports, programs and scripts to extend missing or
required functionality, from Release 8 to Release 12
Doug, a U.S. Citizen, has worked in Europe 9 out of the past 14 years and frequently travels
EDUCATION
University of Santa Clara, Santa Clara California, USAMaster’s in Business Administration BA (with Honors/1986)
San Jose State University, San Jose, California, USAB.Sc. Business Management (with Honors/1979)
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
SKILLS SUMMARY
Industry Skills: Project Management and Senior PMO Advisor Accounting and Cost Management for Distribution, Manufacturing and Process related industries Business Process Improvement Assessments for Supply Chain and Financial processes Microsoft Office Suite: Word, Excel, PowerPoint, Visio, Projects
Business Process End-to-End Skills: Plan to Report – Accounting Acquire to Retire – Capital Procure to Pay – Procurement Plan to Fulfill – Manufacturing/Fulfillment Servicing to Satisfaction – Customer Service Order to Cash – Order Management Service Request to Resolution – Service
Oracle E-Business Suite Functional Skills: Cost Management (Average/FIFO and Standard costing, subject matter professional, EBS and Cloud) Costing for Process Manufacturing (EBS Release 12) Intercompany, Profit in Inventory, COGS recognition and related requirements (EBS and Cloud) Subledger Accounting, using both standard and custom SLA sources (EBS and Cloud) Inventory and Product Master (EBS and Cloud) Cost Accounting for Enterprise Asset Management (Oracle EBS EAM and Cloud EAM) Procure to Pay processes for both expense and inventory requirements; including Purchasing
Accounting, Receiving, Transaction Flows and Accruals (Oracle EBS and Cloud) Bills of Material / Engineering with Assemble to Order and Pick to Order (Oracle EBS ATO and PTO) Work in Process (Discrete, Repetitive, EAM for EBS and Cloud) Multi-Org for Supply Chain and Financial solutions (Oracle EBS and Cloud) Project Manufacturing (post go-live support, EBS)
Oracle Technical Skills: SQL*PLUS and P/L*SQL cursors (TOAD, PL/SQL Developer, command line) Complete and detailed functional and technical designs (MD50s/AN100s and MD70s/DS140s) Software Development Lifecycle (SDLC) skills compliant with SOX and ISO requirements Thorough understanding for Oracle’s open interface tables and related data conversions for
Inventory/Items/Onhand, Bills of Material, WIP, Costing, EAM, Purchasing, G/L, Payables Inventory item, subinventory, locator and onhand data conversion with Cloud migration tools:
Functional Setup Manager (FSM) and File-Based Data Import (FBDI) Database schema knowledge for Oracle Inventory, WIP, Cost Management, Bills of Material,
Enterprise Asset Management, Purchasing, Payables, General Ledger, Order Management, Receivables, Projects, Installed Base, Contracts and Fixed Assets
Over 90 EBS SQL reports for item costs, material transactions, resource/WIP transactions, inventory/WIP balances and related EBS setups
Advisory Positions for Oracle: Customer Advisory Board member for Oracle’s Fusion Costing Development effort (post Release 12) Member of the Oracle Supply Chain Financial Orchestration Functional Forum (post Release 12) Frequent advisor to the Release 12 Oracle EBS Cost Management Development team Co-present with Oracle Development at OpenWorld and Collaborate conferences
Oracle Applications User Group (OAUG):
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
Lead the OAUG Cost Management Special Interest Group (SIG) since 2007; monthly webinars with practical advice on how to better use the Oracle Applications for Cost Accounting
2014 OAUG Member of the Year 2018 OAUG Associate Star Presenter of the Year 2018 OAUG SIG of the Year (Cost Management SIG)
Summary of Published Works: (Oracle OpenWorld, Collaborate/US OAUG, UKOUG, 1996 to 2018):o Can We Actually Reconcile Project MFG to Inventory, WIP, Projects & G/L? o Change Management is So Importanto Cloud and EBS Costing, You Can Track & Eliminate Profit in Inventoryo Cost Accounting As You Want It - R12 Cost Accounting with SLAo Does Rel. 12 Solve Global Intercompany Issues for Profit in Inventory and COGS?o Don’t Forget Your Business Processes! Oracle Can’t Do it All for You!o E-Gads! How in the Dickens Do I Manage the Oracle E-Business Suite Month-End Interfaces?o How to Change Your Costing Method From Average to Standard Costingo How to Create Shipping Burdens for Oracle Cost Management, in Spite of Subledger Accountingo How to Manage the Inventory and Manufacturing Period Close and Remain Sane…o How to Setup, Use, and Balance Your A/P Accrual Accountso Intercompany Fulfillment Delivery Options for Integrated Collaborate End-to-End Sessionso Inventory Reconciliation With Ease, from 1 to 1,000 Inventory Organizations!o Make Cost Management Work for You!o OpenWorld and Collaborate: R12 Roundtable: Upgrade to R12 Nowo Periodic Costing: Want to Know Your Average Costs? Run Periodic Costing Alongside Your
Costing Method!o Resolve Your Inventory A/P Accruals Issues Now! Even for Intercompany Internal Orders and
Consignment!o Subledger Accounting for Discrete & EAM Cost Accounting: Product Line and Expense
Accounting Made Easy Through SLAo Want to Know Your Average Costs? Run Periodic Costing Alongside Your Costing Method!o What’s New in R12? What Really Matters in the Changeso Who Said Changing Cost Methods With Discrete Costing Can't be Done?o Wow! We Can Create Combined Cost Accounting Reports for Both Discrete & Process
Manufacturing!
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
EMPLOYMENT SUMMARY
JANUARY 2018 – AUGUST 2018 (estimated)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Viziya / Wonderful Citrus CompanyPOSITION: Sr. Cost Systems Designer
The largest fresh citrus grower in the western United States, Wonderful Citrus plans to go live with Oracle Cloud Applications during mid-2018. Viziya, the leading provider of maintenance process and software solutions, responsible for implementing Oracle Cloud Maintenance for Wonderful Citrus, asked Douglas Volz to assist with configuring Inventory, Costing, Subledger Accounting and related Maintenance setups for both the U.S. and Mexico operations. Project goals include creating inventory and maintenance processes for:
o Accurate MinMax Planning to support maintenance operations and inventory fulfillment.o Purchase order receiving and returns to vendor processes.o Charging of maintenance work to other internal groups by work center and related
configuration of Subledger Accounting Mapping.o Efficient cycle count and physical inventory processes.o Timely material transactions for inventory material movement.o Item Cost Maintenance and Cost Analysis processes related to Average Costing.
DECEMBER 2017 – JANUARY 2018 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: N/APOSITION: Sr. Cost Systems Designer
Self-study for the Supply Chain and Financials Oracle Cloud Applications. Concentrating on new Multi Organization features, as well as Inventory, Maintenance and Supply Chain setups and transactions. This includes the Supply Chain Managerial Accounting setups (Receipt and Cost Accounting), Supply Chain Financial Orchestration and related Subledger Accounting setups for Cost Accounting. Unlike prior releases, with Cloud Costing receiving, inventory and work in process transactions require extensive Subledger Accounting to be set up from scratch.
OCTOBER 2016 - NOVEMBER 2017 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Lattice Semiconductor CorporationPOSITION: Sr. Cost Systems Designer and Business Process Advisor
Responsible for the Global Cost Accounting Model, for a complex semiconductor fab shop. Using Oracle OSFM (Oracle Shop Floor Management), came into the project more than halfway through, to correct and turn around the Costing track, changing the client’s outlook from “Will not go live, unworkable Cost Model” to “Can we go live now? This is so much better than my legacy systems!” For U.S., Philippines and other global locations, the project goals were to:
o Create a workable, efficient Cost Model.o Analyze and repair the setups for the Release 12 Oracle E-Business Suite for Cost
Accounting, Inventory and WIP, including a complex intercompany model. o Advise Lattice Semi on the best use of Release 12 for intercompany profit in inventory
and cost of goods sold, across multiple global locations, ledgers and currencies.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Lead the designs and technical effort for the creation of 70+ Oracle reports for month-end intercompany profit in inventory reporting, perpetual inventory to G/L reconciliation, multi-org valuation reporting and other improvements.
o Identify other standard features or custom/bespoke solutions to help Lattice Semi manage across multiple legal entities, operating units and inventory organizations.
The provided solutions gave Lattice Semi:o Over a 40%+ efficiency increase for their global cost accounting operations, from
inventory reconciliation to intercompany profit in inventory elimination.o One set of “reporting truth”, a single global reporting repository for all weekly and month-
end cost accounting reports, used by multiple accounting teams, in the U.S. and in Philippines. This streamlined the weekly and month-end global cost accounting operations, for multiple ledgers and over 20 inventory organizations.
o Efficient item cost entry and maintenance by introducing the use of the More4Apps family of spreadsheet-based wizards, for item costs and routing operation yield factors.
o A series of Interface Error Reports for efficient discovery and resolution for all major transactional month-end interfaces, for supply chain, costing and finance.
o Cost accounting documentation and training for Lattice’s global cost accounting operations. Including a 30 chapter set for Cost Accounting Training, documenting both standard and custom features, with over 800 pages in total.
o Automated Job Status Change Program, helping to automate closing 1,000 to 2,000 WIP jobs each week.
o Accurate Cost of Goods Sold accounting through use of COGS Workflows and Subledger Accounting configurations, for both trade and intercompany COGS.
o Global inventory organization, multiple-ledger reports for: Automated month-end G/L to Inventory Reconciliation (runtime less than three
minutes for 22 inventory organizations across their global operations). Automated comparison of costing vs. planning item cost controls, bills, routings
and sourcing rules, leading to more accurate cost rollups and ASCP results. Global lot-based inventory valuation reports for inventory, receiving and WIP. Profit in inventory valuation and transactional change reports, to enable accurate
profit in inventory elimination at month-end. Pending and actual standard cost adjustment reports Numerous global item cost reports and cost type comparisons, for item, resource
and overhead costs. Global setup reports for inventory orgs, shipping network, receiving,
subinventories, item master, material account alias, WIP accounting classes and material overheads.
Summary and detailed material, WIP and receiving transaction reports for gross, intercompany profit and net results.
Summary and detailed variance reports, for WIP material usage, WIP resource efficiency, WIP discrete job variances, PPV, IPV, and internal order margins.
Reporting by lot number, from transactional accounting to valuation reports Material overhead absorption reports to enable efficient over/under absorption
tracking. Multi-org, multiple operating unit and inventory organization reports for period
close and period open status, for Cost Management, Payables, Purchasing and Receivables.
Created/supported end-to-end processes for:o Global Plan to Report process improvements for Cost Accounting.o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.o Timely and efficient month-end elimination of profit in inventory across all locations.o Item Cost Maintenance and Annual Revaluation processes.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
AUGUST - OCTOBER 2016 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: N/APOSITION: Sr. Cost Systems Designer
Created a new reporting solution which greatly improves the usability for the Release 12 inventory A/P Accruals. Normal Oracle functionality just throws inventory consignment and intercompany/ internal order accruals on to the Miscellaneous Accrual Report, with no matching. With this new solution you can:
o Report both the earliest activity date as well as the latest activity date. Release 12 only has the latest activity date ... harder to find your old outstanding activity.
o Match inventory consignment receipts against consignment invoice accruals.o Match intercompany/internal order receipts against intercompany/internal order invoice
accruals.o Verify the new reported R12 accrual balances against the G/L activity.o Compare the new accrual balances against the R12 Oracle standard accrual balances.o Age the reported accrual information based upon the accounting period you choose.
Oracle ages accrual information based upon when you run the report.
JUNE - AUGUST 2016 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: N/APOSITION: Sr. Cost Systems Designer
Research project learning about how to use Oracle standard features for Periodic Costing. Giving the ability to track your average costs accurately even while using Standard Costing. Tested multiple methods of loading the initial periodic costs and perfected a simplified method. In September 2016 presented a webinar on this topic to the OAUG Cost Management Group.
MAY 2016 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Leupold & Stevens, Inc.POSITION: Professional Instructor for Oracle Cost Management
Leupold & Stevens, a 100+ year-old manufacturer of precision rifle scopes and binoculars, went live with Oracle Release 12 in 2009. However, due to normal staff turnover, Leupold Finance found itself in the position of having skilled Cost Accountants, but, having incomplete knowledge for how the Oracle Applications work for cost accounting. As a result, Leupold reached out to Douglas Volz Consulting to teach their staff and to help identify solutions for their cost accounting challenges. Over a targeted 2-day Oracle Cost Management class, the findings and activities included:
O Teaching 27 class training chapters specifically written to help cost accountants become more efficient in their everyday tasks.
O Documenting several specific cost accounting recommendations to help Leupold be more efficient in their use of the Oracle Applications.
O Fixing prior year Create Accounting errors (which were being reported each time Create Accounting was run)
O Sharing multiple cost accounting related SQL reports, for item costs, supply chain accounting transactions and inventory value.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
O Significantly increasing their knowledge for how to more effectively use the Oracle Applications, from navigation, to item costing, transaction analysis and month-end inventory value reporting and reconciliation.
O All in a concentrated 2-day class!
FEBRUARY - MAY 2016 (U.K.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Celantra Systems / Specsavers LimitedPOSITION: Supply Chain Intercompany Accounting Designer
As a leading international Eye and Hearing care business, for spectacles (eyewear), contact lenses and hearing aids, Specsavers sought to replace their aging Legacy Systems with Oracle EBS Applications, including retail, supply chain/manufacturing and supporting corporate functions. Celantra Systems was asked to define and validate the intercompany business requirements and with the 3rd party applications, Virtual Trader, assist in the configuration and design for these intercompany processes. Celantra Systems asked Douglas Volz Consulting to assist with the related supply chain intercompany transactions, specifically:
o Preparing and revising process documentation and business requirements for global procurement (external drop shipment), internal drop shipment and internal organization transfers (IR/ISO).
o Using the Oracle Unified Method (OUM), document the related business processes (RD-011s), test use cases, (RD-23s) and overall business requirements (RD-045s).
o Working with the Virtual Trader team to design and configure for these intercompany requirements into a working prototype.
Supported end-to-end processes for:o Supply Chain Intercompany Accounting Entries.o Supply Chain Intercompany Month-End Eliminations.o Supply Chain Cost Accounting
NOVEMBER 2015 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Trimble Navigation LimitedPOSITION: Professional Instructor for Oracle Cost Management
Trimble Navigation Ltd, the leader in Global Positioning System (GPS) receivers, laser rangefinders, unmanned aerial vehicles (UAVs), and inertial navigation systems, went live with Oracle with Release 11i and upgraded to Release 12 after 2006. However due to normal staff turnover, Trimble Finance found itself in the position of having incomplete knowledge for how the Oracle Applications work for cost accounting. As a result, Trimble reached out to Douglas Volz Consulting to teach Oracle Cost Management to their cost accounting and IT support staff. Findings and activities included:
O Over a 4-day period, teaching 30 chapters (800+ slides!) specifically written to help cost accountants become more efficient in their everyday tasks.
O Documenting over 20 specific cost accounting recommendations to help Trimble be more efficient in their use of the Oracle Applications.
O Sharing multiple cost accounting related SQL reports, for item costs, supply chain accounting transactions and inventory value.
O Significantly increasing their knowledge for how to more effectively use the Oracle Applications, from item costing, transaction analysis and month-end inventory value reporting and reconciliation.
O All in a concentrated 4-day class!
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
OCTOBER - DECEMBER 2015 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: GlobalPTM / Uponor CorporationPOSITION: Subject Matter Professional for EAM Costing
For more than 40 years, Uponor has provided innovative, reliable and high-performing solutions available to residential and commercial structures for PEX plumbing, radiant heating/cooling, hydronic distribution, pre-insulated pipe and fire sprinkler systems. Working with their U.S. subsidiary and with their premium Oracle EAM implementer, GlobalPTM, Douglas Volz Consulting helped Uponor restructure and improve their Cost Accounting with their Oracle EAM applications. Specifically:
o Without re-implementing new inventory organizations, changed their costing method and system setup valuation and expense accounts, thus enabling Uponor to achieve efficient use of the Oracle EAM Applications; all with a minimum of business disruption.
o Provided a repeatable and detailed run-guide so that Uponor’s staff can make the above changes in preparation for the start of 2016.
o Recommended improvements for their related month-end processes, especially for month-end close, inventory reconciliation and monitoring the Projects, Supply Chain and Financial transaction interfaces.
Supported end-to-end processes for:o Monthly Cost Accounting Close Cycle and Cost/Inventory Reconciliation.o Asset Maintenance and Repair.
JUNE 2015 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Rogers Enterprises, Inc.POSITION: Subject Matter Professional, A/P Accruals / Unvouchered Receipts
Founded in 1910 by Bernard R. Friedman, Rogers & Hollands Jewelers has since become the largest family-owned & operated retail jewelry chain in the country, with more than 75 stores across 9 Midwestern states. In June Rogers requested assistance from Douglas Volz Consulting with their Release 12 A/P Accrual (unvouchered receipts) Oracle processing and reporting. During this one-week visit Douglas Volz Consulting:
o Identified specific system issues with the Miscellaneous Accrual Report.o Recommended improvements for the Payables invoice processes, changes which should
reduce 50% or more of the A/P Accrual process issues.o Verified that A/P and Cost Management subledger entries reconcile to the General
Ledger.o Identified A/P Accrual process and reporting improvements for month-end close and
provided specific action plans to help Rogers verify their A/P Accrual Reports.o Reconciled Rogers’ inventory balances with the General Ledger.o Reviewed Finance and Inventory transaction interfaces and provided recommendations.o Provided SQL reports for better A/P Accrual reporting, inventory reconciliation and
transaction interface error reporting. Created/supported end-to-end processes for:
o Plan to Report process improvements for Cost Accounting.o Procure to Pay improvements for A/P Accruals and Purchase Order visibility.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
APRIL 2015 – JUNE 2015 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Merit Medical Systems, Inc.POSITION: Subject Matter Professional, Profit in Inventory Elimination
Merit Medical Systems is a worldwide designer, developer, manufacturer and marketer of medical devices used in interventional and diagnostic procedures. After being on Oracle EBS for many years, Merit reached out to Douglas Volz Consulting for recommendations to improve profit in inventory tracking and elimination, including setup changes in Oracle EBS and creation of new reports to improve global cost accounting reporting. During these discussions Douglas Volz Consulting:
o Sent numerous SQL reports in advance of the site visit, to help analyze the cost accounting setups. These included setup reports for inventory organizations, shipping network, receiving, subinventories, item master, material account alias, WIP accounting classes and material overheads.
o Identified process improvements for profit in inventory (PII) tracking, reporting and elimination, keeping within the Oracle EBS architecture.
o Suggested Oracle EBS setup changes to assist with the above improvements.o Recommended a series of global cost accounting reports with the above PII
improvements, for item costs, supply chain transactions and inventory value.o Identified improvements to the Oracle EBS setup to assist with inventory reconciliation.o Suggested use of not widely known standard Oracle features, such as Cost Cut-Off Date
and Default Material Overheads to help streamline Merit’s cost accounting operations. Supported end-to-end processes for:
o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.o Timely and efficient month-end elimination of profit in inventory across all locations.
APRIL 2015 – JUNE 2015 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: eprentise LLCPOSITION: Subject Matter Professional, Cost Accounting and Manufacturing
Provide functional and technical expertise to eprentise; they lead the Oracle market with software that restructures any structure or data within Oracle Applications E-Business Suite without re-implementing; from merging or splitting inventory organizations, operating units, set of books (ledgers), legal entities and entire Oracle instances, to easily changing your accounting and other key flexfield setups. Specializing as Cost Accounting and Manufacturing Technical Advisor:
o Providing underlying technical information for merging or splitting inventory organizations. Including references to legal entities, operating units, organizations, subinventories and items across the manufacturing modules. Used to augment eprentise’s rules-based engine.
o Support eprentise with client discussions and requirements for the costing and manufacturing requirements.
FEBRUARY 2014 – APRIL 2015 (U.S. / Switzerland)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Celgene CorporationPOSITION: Reports Solution Architect for Discrete & Process Cost Accounting
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
Celgene Corporation is a leading manufacturer and distributor of drug therapies for cancer and inflammatory disorders, with numerous U.S. and international locations. Specializing as Costing Business Process Adviser, Douglas Volz Consulting returned to Celgene to:
o Represent Finance for the business requirements for U.S. and International Cost Management Reporting, including inventory valuation, transaction summaries and profit in inventory.
o Ensure that the revised cost accounting reports work for both Discrete and Process Costing Methods, as Celgene implemented Oracle Process Manufacturing along with the existing discrete inventory organizations. In a prior engagement with Celgene, Douglas Volz Consulting created 60 global, multi-organization cost accounting reports for their worldwide accounting operations; Celgene’s global cost reporting solutions now work across both Process and Discrete Costing organizations, giving Celgene efficient, quick global reporting for item costs, inventory value, inventory reconciliation, transactions & variances and period open/close reporting across 25 ledgers and 140 inventory organizations.
o Advise Celgene’s OBIEE development partners on how Supply Chain works, for both Discrete and Process functional and technical aspects, including material transactions, onhand balances, intransit balances, profit in inventory, discrete inventory accounting calendars vs. process fiscal policies and process cost calendars, cost types, period names vs. period codes and discrete item costs vs. process item costs.
o Ensure revised reports from 3rd party development partners were accurate and tie to the G/L.o Advise 3rd-party providers on better ways to configure Subledger Accounting for Process Cost
Manufacturing. Supported end-to-end processes for:
o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.o Timely and efficient month-end elimination of profit in inventory across all locations.o Item Cost Maintenance and Annual Revaluation processes.
MARCH 2014 – OCTOBER 2014 (U.S)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Global PTM / Southwestern EnergyPOSITION: Subject Matter Professional, Cost and Subledger Accounting
Currently the fourth largest producer of natural gas in the U.S. Lower 48, Southwestern Energy Company (SWN) is a growing independent energy company primarily engaged in natural gas and crude oil exploration, development and production. With additional focus on creating and capturing additional value through our natural gas gathering and marketing businesses (Midstream Services). With the business benefits yet-to-be-realized from the prior implementation of Oracle Enterprise Asset Management, SWN contracted with Global PTM to re-implement Oracle EAM and in the process, repair prior consulting efforts from other large consulting firms. Specializing as Costing Business Process Advisor for Global PTM:
o Analyzed and repaired the setups for the Release 12 Oracle E-Business Suite for Cost Accounting, Inventory and WIP, for EAM and future requirements.
o Advised SWM on the best use of Oracle for cost accounting business processes, in line with COPAS Oil & Gas industry requirements.
o Participated in the R12.1.3 Oracle EAM implementation at SWN, from configuration to training and Go Live.
o Designed, created, coded and implemented custom Subledger Accounting rules to support EAM expense costing for receiving, material and WIP transactions.
Supported end-to-end processes for:o Monthly Cost Accounting Close Cycle and Cost/Inventory Reconciliation.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Asset Maintenance and Repair.
MARCH 2014 – JUNE 2014 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: McGrath RentCorpPOSITION: Subject Matter Professional, Cost Accounting
Founded in 1979, McGrath RentCorp manages a diversified portfolio of business-to-business equipment rental providers worldwide. McGrath contracted with Douglas Volz Consulting to provide the following services:
o Advised McGrath’s staff for changing the Costing Method from Average to Standard Costing, and taught them the underlying architectural differences between these two Costing Methods.
o Made these changes without the need to re-implement inventory organizations or change existing purchase orders or other related information necessary to run the business.
o Provided a number of helpful SQL reports in use and setup of item costing. These SQL reports helped maintain the item cost integrity and in certain cases, some of the SQL reports made up for known deficiencies in the standard Oracle reports.
o Support as needed for updating Item Templates and Item Attributes to support inventory transactions.
o Answered questions and provided mini-training sessions for Oracle Cost Management and related financial business processes.
Created/supported end-to-end processes for: Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation. Item Cost Maintenance and Annual Revaluation processes. Plan to Report process improvements for Cost Accounting. Item Creation and Maintenance processes
DECEMBER 2013 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Pride Mobility CorporationPOSITION: Subject Matter Professional, Cost Accounting
Pride Mobility Products® Corporation is one the world's leading designer and manufacturer of personal mobility products, including the power chairs, scooters, lift chairs and other mobility products. For a complex, multicurrency, multi-organization, MES/WMS setup, and in a highly compressed one-week timeframe, as Cost Accounting Subject Matter Professional:
o Taught Oracle Cost Management for Release 11i while outlining the differences with Release 12, using Douglas Volz Consulting’s proprietary training materials and 30 years of cost accounting experience.
o Sent numerous SQL reports in advance of the site visit, to help analyze the cost accounting setups and item cost controls. These included setup reports for inventory orgs, shipping network, receiving, subinventories, item master, material account alias, WIP accounting classes and material overheads, as well as reports to analyze the item cost rollup controls.
o Identified serious account and item cost setup issues, such as sharing system accounts and having item cost internal differences, which prevented Pride Mobility from reconciling their inventory perpetual with their G/L balances.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Gave written instructions for how to identify and fix the account setup issues, out-of-balance item costs and cost rollup control issues, plus, gave detailed inventory reconciliation training and instructions.
o Identified how Pride Mobility’s cost accounting staff could have a 50%+ efficiency gain by:
Using the standard Oracle features for cost accounting for recording the monthly manufacturing and distribution activities as opposed to MS Excel.
Open and closing their inventory accounting periods for multiple inventory organizations in mass, instead of one-by-one, by using standard Oracle features.
Once the item costs are fixed, directly transferring the cost accounting entries into the G/L.
Automating their inventory reconciliation and comparison between the month-end inventory perpetuals and the G/L through the use of custom reporting.
o Provided instructions and direct assistance for other significant items, such as using inventory account aliases to avoid accounting errors, use of the cost cut-off dates to improve month-end reporting and better use of item categories for cost accounting.
Created/supported end-to-end processes for:o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.o Item Cost Maintenance and Annual Revaluation processes.o Plan to Report process improvements for Cost Accounting.
NOVEMBER 2013 – DECEMBER 2013 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: eprentise LLCPOSITION: Subject Matter Professional, Cost Accounting
Provided functional and technical expertise to eprentise; they lead the Oracle market with software that restructures any structure or data within Oracle Applications E-Business Suite without re-implementing; from merging or splitting inventory organizations, operating units, set of books (ledgers), legal entities and entire Oracle instances, to easily changing your accounting and other key flexfield setups. Specializing as Cost Accounting Technical Advisor:
o Prepared detailed designs and sample logic for changing the accounting related setups for inventory and cost accounting functionality for a complex Oracle Enterprise Asset Management (EAM) and Warehouse Management (WMS) client. This Oil & Gas client was splitting out an existing inventory organization into a separate joint venture and wanted to avoid re-implementing this joint venture. These designs were used to augment eprentise’s rules-based engine; Doug provided the detailed expertise for the successful analysis.
FEBRUARY 2013 – OCTOBER 2013 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: SunPower CorporationPOSITION: Subject Matter Professional, Cost Accounting
SunPower Corporation is the leader in the design, manufacture and installation of high-efficiency crystalline silicon photovoltaic cells, roof tiles and solar panels. SunPower Corporation asked Douglas Volz Consulting to initially assess the Oracle Financial Cost Accounting Processes, with the goal for helping SunPower create lasting, global improvements in how SunPower collects, measures and reports their operational results. Project achievements include:
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Improved inter-company and external product pricing, cost visibility and margin analysis throughout the supply chain.
o Elimination of manual G/L journal allocations for manufacturing overheads by incorporating these costs into the product costs.
o Better use of Oracle Cost Management for product cost rollups and item cost reporting, including the design and creation of enterprise-wide costing procedures and specialized item categories.
o Better cost visibility for finished assembly costs, including the setup and definition of cost classifications for major components, thus eliminating the need to view an indented BOM in order to understand the cost make-up of an assembly.
o Item costing reports to help find cost rollup, BOM, routing and other master data errors. o Going forward recommendations for chart of accounts, inventory reconciliation, month-
end interface error tracking, and overall systems integration improvements. Supported end-to-end processes for:
o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.o Item Cost Maintenance and Annual Revaluation processes.o Plan to Report process improvements for Cost Accounting.
FEBRUARY – MARCH 2013 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Sonoco Products CompanyPOSITION: Workshop Lead/Instructor for Oracle Cost Management
Sonoco, a leading provider for food and medical packaging materials, had been using Oracle over 15 years, with a multiple inventory organization, global footprint. Over time they realized they were not making headway on re-occurring cost accounting issues. Sonoco requested an on-site Oracle Cost Management training class and workshop, to help them resolve their cost accounting issues. Over a 4-day Oracle Cost Management class of over 35 participants (from multiple U.S. locations), plus follow-up design sessions, the findings and activities included:
O Teaching 30 chapters (over 800 slides) specifically written to help cost accountants become more efficient in their everyday tasks.
O Documenting numerous cost accounting recommendations to help Sonoco be more efficient for A/P Accruals (GRNI), inventory reconciliation, intercompany tracking, reporting and elimination (PII), month-end period close and global cost accounting reporting.
O Correction of misinformation given by prior consulting firms who were unaware of standard Oracle features, such as opening and closing multiple inventory organizations all at the same time.
O Creating several cost accounting related SQL reports and detailed report design specifications for inventory reconciliation, month-end inventory value reports and global purchase price variance reporting for supply chain transactions.
O Significantly increasing their knowledge for how to more effectively use the Oracle Applications for Cost Accounting.
FEBRUARY 2013 – MARCH 2013 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: MasterCard WorldwidePOSITION: Subject Matter Professional, Receipt Accruals
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
One of the leading providers of credit card and other non-cash services, MasterCard requested assistance with analyzing the organizational readiness, business impact and overall impact for implementing improvements for receiving and receipt accruals across the enterprise. In short order, Doug provided:
o An accounting impact analysis for using Oracle receipt accruals functionality, for both expense and upon receipt accruals.
o Readiness analysis by geography, functional group, procurement type and Oracle method used.
o Overall implementation options and recommendations.o Formal presentation to management suggesting business and technical improvements
for receiving, payables and month-end receipt accruals. Supported end-to-end processes for:
o Procure to Pay process improvements for Purchasing, Payables and A/P Accruals.o Monthly Close Reconciliation and Analysis for A/P Accruals.
NOVEMBER 2012 – JANUARY 2013 (Germany)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Garlock Sealing Technologies, GmbhPOSITION: Subject Matter Professional, Cost Accounting
A member of EnPro Industries family of companies, Garlock Sealing Technologies is acknowledged as the global leader in high-performance fluid sealing products for the world’s processing industries. For their German Division, as Cost Accounting Reconciliation Professional:
o Provided instructions and direct assistance for fixing the reconciliation challenges between the General Ledger and inventory/WIP perpetual balances, including back-end SQL changes to the setups for subinventories and WIP discrete jobs, as well as using standard Oracle functionality to repair item cost out-of-balances between the summary and detailed item cost information.
O Reconciled July – November General Ledger to Inventory/Receiving/WIP balances.O Taught U.S. and German staff Oracle Cost Management and cost accounting principles,
including a 30 chapter set of class materials exceeding 800 pages.O Provided SQL reports with an easy to read format for:
Item costs summary vs. detail reports listing differences between the two primary sources of cost information.
Automated month-end G/L to Inventory Reconciliation for inventory and WIP balances, by cost element by product line.
Detailed monthly margin analysis by customer, product line and sales order Automated comparison of costing vs. planning item cost controls. Global, lot-based inventory valuation reports for inventory, including the ability to
“roll back” to a desired date. Inventory and WIP valuation and transactional material cost accounting reports Numerous item cost and cost type comparison reports, for item material, material
overhead, resource and overhead costs. Zero item cost reports, PO vs. standard cost reports and PPV reports to improve
cost accounting visibility. Setup reports for inventory orgs, shipping network, receiving, subinventories,
item master, material account alias, WIP accounting classes and material overheads, used to quickly detect application setup issues.
Created/supported end-to-end processes for:o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Item Cost Maintenance and Annual Revaluation processes.
APRIL 2012 – DECEMBER 2012 (U.S. / Switzerland)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Celgene CorporationPOSITION: Subject Matter Professional, Cost Accounting
Celgene Corporation is a leading manufacturer and distributor of drug therapies for cancer and inflammatory disorders, with numerous U.S. and international locations. Specializing as Costing Support Analyst:
o Advised on best practices for G/L intercompany elimination processes and designs.o Provided continuing support to U.S. and Swiss Cost Accounting staff for functional and
technical cost accounting support related to how they use their Release 12 Oracle Applications, based upon the prior assignment from September 2009 to March 2012.
o Provided designs and SQL logic for the lot value reporting, giving the ability to report month-end onhand values by lot number, across the enterprise.
Supported end-to-end processes for:o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.o Timely and efficient month-end elimination of profit in inventory across all locations.o Item Cost Maintenance and Annual Revaluation processes.
OCTOBER 2012 – NOVEMBER 2012 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: eprentise LLCPOSITION: Subject Matter Professional, Cost Accounting
Eprentise leads the Oracle market with software that restructures any structure or data within Oracle Applications E-Business Suite without re-implementing; from merging or splitting inventory organizations, operating units, set of books (ledgers), legal entities and entire Oracle instances, to easily changing your accounting and other key flexfield setups. Specializing as Cost Accounting Technical Advisor:
o Prepared detailed designs and sample logic for changing the Business Unit accounting segment (code_combination_ids), for a multi-national manufacturing client with multiple inventory organizations, operating units and ledgers. This included all setups, stored values, and accounting transaction entries up through the G/L balances, provided it could be linked to an inventory organization. These designs were used to augment eprentise’s rules-based engine; Doug provided the detailed expertise for a successful project.
o Identified the tables and columns involved in the costing method transformation, from the following modules: Oracle Inventory, WIP, Receiving, Purchasing, Order Management, Payables, Receivables, Cost Management, Subledger Accounting and General Ledger.
o These designs saved the client Boart Longyear over $350K when compared to using other transformation methods, such as re-implementing ledgers, operating units and inventory organizations.
JUNE 2012 – OCTOBER 2012 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Global PTM / Key EnergyPOSITION: Subject Matter Professional, Cost and Subledger Accounting,
IFRS F/A Componentization
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
Key Energy offers a comprehensive onshore energy production services for the Oil & Gas industry, including workover, fluid and logistics, fishing and rental, and drilling services. Given their rapidly expanding line of services, Key Energy contracted with Global PTM to implement Oracle EAM and in the process, repair prior consulting efforts from other large and mid-sized consulting firms. Specializing as Costing Business Process Advisor for Global PTM:
o Analyzed and repaired the setups for the Release 12 Oracle E-Business Suite for Cost Accounting, Inventory and WIP, for a mixed mode Discrete and EAM setup.
o Advised Key Energy on the best use of Oracle for Cost Accounting business processeso Participated in the R12.1.3 Oracle EAM implementation at Key Energy, from
configuration to training and Go Live.o Designed, created, coded and implemented custom Subledger Accounting rules to
support EAM expense costing for receiving, material and WIP transactions.O Led the designs for IFRS Fixed Assets Componentization requirements and advised on
how to best repair their prior fixed assets implementation for 89,000 assets. Supported end-to-end processes for:
o Monthly Cost Accounting Close Cycle and Cost/Inventory Reconciliation.o Maintenance and Repair.
MAY 2012 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: eprentise LLCPOSITION: Subject Matter Professional, Cost Accounting
Eprentise leads the Oracle market with software that restructures any structure or data within Oracle Applications E-Business Suite without re-implementing; from merging or splitting inventory organizations, operating units, set of books (ledgers), legal entities and entire Oracle instances, to easily changing your accounting and other key flexfield setups. Specializing as Cost Accounting Technical Advisor:
o Prepared detailed designs for the ability to change costing methods, without the need for re-implementing the Oracle Applications, including Standard to Average/FIFO/LIFO and Average/FIFO/LIFO to Standard cost methods.
o Identified the most likely business process areas affected by changing cost methods.
SEPTEMBER 2009 – MARCH 2012 (U.S. / Switzerland)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Celgene CorporationPOSITION: Project Manager and Subject Matter Professional, Cost Accounting
Celgene Corporation is a leading manufacturer and distributor of drug therapies for cancer and inflammatory disorders, with numerous U.S. and international locations. Specializing as Costing Project Manager and Business Process Advisor, for their U.S. and Swiss locations, the project goals were to:
o Analyze and repair the setups for the Release 12 Oracle E-Business Suite for Cost Accounting, Inventory and WIP, for a complex SwissCo intercompany model.
o Advise Celgene on the best use of Release 12 for intercompany profit in inventory and cost of goods sold, across multiple global locations, ledgers and currencies.
o Lead the designs and technical effort for the creation of 60 Oracle reports for month-end intercompany profit in inventory reporting, perpetual inventory to G/L reconciliation, multi-org valuation reporting and other improvements.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Identify other standard features or custom/bespoke solutions to help Celgene manage across multiple legal entities, operating units and inventory organizations.
o Design the integration tools and reconciliation reports across SAP R/3 and Oracle R12 EBS Applications, for a newly purchased manufacturing subsidiary.
The provided solutions gave Celgene:o A 50%+ efficiency increase for their global cost accounting operations, from inventory
reconciliation to intercompany profit in inventory elimination.o The ability to pass quarterly KPMG audits with no exceptions.o One set of “reporting truth”, a single global reporting repository for all weekly and month-
end cost accounting reports, used by multiple accounting teams, in the U.S. and in Switzerland. This streamlined the weekly and month-end global cost accounting operations, for 16 ledgers and 150 inventory organizations.
o Efficient item cost, item, bill and routing data entry and maintenance by: Recommending the use of standard routing operations. Introducing the use of the More4Apps family of spreadsheet-based wizards, for
item, bill, routing and item costs, with a 70%+ efficiency gain over manual input.o A series of Interface Error Reports for efficient discovery and resolution for all major
transactional month-end interfaces, for supply chain, costing and finance.o Full cost accounting documentation and training for Celgene’s global cost accounting
operations. Created a 29 chapter set for Cost Accounting Training, documenting both standard and custom features, with over 1,500 pages in total.
o Global mass edits for cost cut-off dates and item cost copies.o Global inventory organization, multiple-ledger reports for:
Automated month-end G/L to Inventory Reconciliation (runtime less than three minutes for 150 inventory organizations and 16 ledgers!).
Calculation of item-based profit in inventory amounts, across a complex SwissCo supply chain setup, with multiple hops from manufacturing to distribution centers.
Automated comparison of costing vs. planning item cost controls, bills, routings and sourcing rules, leading to more accurate cost rollups and ASCP results.
Global lot-based inventory valuation reports for inventory, receiving and WIP. Profit in inventory valuation and transactional change reports, to enable accurate
profit in inventory elimination at month-end. Pending and actual standard cost adjustment reports, including analysis of
foreign exchange year-end changes. Numerous global item cost reports and cost type comparisons, for item, resource
and overhead costs. Price list and supply chain sourcing rule reports. Global setup reports for inventory orgs, shipping network, receiving,
subinventories, item master, material account alias, WIP accounting classes and material overheads.
Open Internal Order Reports, to track internal requisitions and internal orders. Summary and detailed material, WIP and receiving transaction reports for gross,
intercompany profit and net results. Summary and detailed variance reports, for WIP material usage, WIP resource
efficiency, WIP discrete job variances, PPV, IPV, and internal order margins. Reporting by lot number, from transactional accounting to valuation reports,
including lot expiration and lot status. Material overhead absorption reports to enable efficient over/under absorption
tracking. Multi-org, multiple operating unit and inventory organization reports for period
close and period open status, for Cost Management, Payables, Purchasing and Receivables.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
Created/supported end-to-end processes for:o Global Plan to Report process improvements for Cost Accounting.o Monthly Cost Accounting Close Cycle and Inventory to G/L Reconciliation.o Timely and efficient month-end elimination of profit in inventory across all locations.o Reconciliation across multiple ERP systems, SAP R/3 to Oracle R12.o Item Cost Maintenance and Annual Revaluation processes.
AUGUST 2009 – DECEMBER 2009 (Italy and U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Food and Agriculture Organization of the United NationsPOSITION: Business Process Advisor for Receiving Processes
The Food and Agriculture Organization of the United Nations (FAO) leads international efforts to defeat hunger on a global basis. As Business Process Advisor:
o Advised FAO for leading receiving, procurement and accrual business processes necessary to implement IPSAS (International Public Sector Accounting Standards).
o Provided guidance to ensure accurate upfront information (PR/PO/Agreements) for the Receiving Processes and for verification for the delivery of goods and services received.
o Supported downstream processes such as financial accounting recognition and payment authorization.
o Advised on desired operational controls and analysis tools for the Receiving Processes. Created/supported end-to-end processes for:
o Procure to Pay process improvements for Purchasing, Payables and A/P Accruals.
JULY 2009 – AUGUST 2009 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: E2openPOSITION: Cost Solution Architect & Advisor
E2open provides on-demand multi-enterprise solutions for global demand-supply networks, solutions which integrate trading partners across multiple tiers of the demand-supply network. As Cost Solution Architect:
o Identified target markets and opportunities.o Identified improvements and make recommendations for current offering.
Supported end-to-end costing processes for the following solutions:o Lowest cost & best margin analysis across the supply network.o Multi-enterprise cost visibility for supplier rebates and price protection.o Multi-enterprise inventory and spend visibility.o Supplier allocation optimization for lowest cost and multi-enterprise cost forecasting.
JUNE 2009 – AUGUST 2009 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: TCI Corporation / Project PartnersPOSITION: Senior Technical IT Support / Project MFG Reconciliation & Month-End Close
TCI International is the leading global provider of innovative radio frequency (RF) solutions for spectrum monitoring and antenna applications, serving the Defense and Commercial markets. As Senior Technical IT Support, resolved the following business challenges:
o Project Manufacturing reconciliation between Inventory, WIP and the G/L.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Project Manufacturing reconciliation between Inventory, WIP and Project Costing.o RMA accounting for customer-owned equipment and goods.o Identified improvements and made recommendations for going forward solutions.
Created a custom solution to satisfy the above goals and reduced a two-week reconciliation nightmare down to a one to two-day reconciliation process at month-end. Created and implemented in three weeks (part-time role, June to August 2009).
Supported end-to-end processes for:o Monthly Cost Accounting Close Cycle and Cost/Inventory Reconciliation.o Customer Returns and Repair.o Quality Tracking from Receipt to Shipment.
MAY 2009 – JUNE 2009, DECEMBER 2011 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Mercury MarinePOSITION: Senior Technical IT Support / Inventory & Expense A/P Accruals Support
For the world’s leading manufacturer of recreational marine propulsion engines, created solution designs and resolved business and system issues for the Inventory, Project and Expense A/P Accruals, for a complex Oracle EBS Release 11i environment with high transaction volumes. As Senior Technical IT Support:
Created/supported end-to-end processes for:o Procure to Pay process improvements for Purchasing, Payables and A/P Accruals.o Monthly Close Reconciliation and Analysis for A/P Accruals.
Resolved post Go Live inventory to A/P Accrual G/L reconciliation and analysis challenges. Designed new reports to support reconciling multiple Oracle EBS subledgers to the General Ledger, and significantly improved major process and system issues for A/P Accruals in spite of high transaction volumes (+ 100,000 accrual entries per month). Changed both business processes and system processes to effectively handle Evaluated Receipt Settlement Processing (ERS) with the A/P Accruals.
Had follow-up visit December 2012 to help resolve Oracle bugs with the A/P Accrual processes. Subsequent patches broke the reconciliation procedures; the A/P Accrual Reconciliation Report failed to correctly identify purchase order lines with zero net amounts, causing detail A/P Accrual reports to not equal summary A/P Accrual reports.
AUGUST 2007 – JANUARY 2009 (U.S.)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Beckman CoulterPOSITION: Senior Technical IT Support / Inventory & Cost Accounting Management Support
For a U.S. global manufacturer and distributor of medical instruments, created solution designs for integrating Legacy Manufacturing Systems to Oracle EBS Distribution, Projects and Financials, in a complex multiple set of books, operating unit environment.
Created/supported end-to-end processes for:o Order to Cash reporting improvements.o Procure to Pay reporting improvements for A/P Accruals.o Item Cost Maintenance and Annual Revaluation processes.o Weekly Reporting and Monthly Cost Accounting Close Cycle.
Resolved post Go Live inventory to G/L reconciliation challenges. Designed new reports to support complex reconciliations across Legacy to Oracle EBS systems, including:
o Inventory/WIP Reconciliation Reports - Perpetual to G/L Reconciliation.o Multi-Org All Inventory and Intransit Value Reports.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Summary G/L Balances by Journal Source and Category.o Inventory Period Close Status Report by operating unit.o Multi-Org Snapshot Variances Report, comparing Perpetual to G/L by organization and item.
Wrote over 40 multi-org SQL Reports to improve global visibility for:o Intransit and stores inventory.o Open sales orders, open RMAs (customer sales order returns) and open internal requisitions.o Credit memos and attachment notes.o Cost of Goods Sold and other material transactions by serial number.o Inventory period close reconciliation.o Standard cost revaluation reports.
IT technical support for Expense and Inventory A/P Accruals, including A/P matching, large data volume, inventory consignment and reporting issues.
Process lead for resolving international RMA process issues. Supported the centralized annual cost roll and update processes with special emphasis on tracking
and reporting standard cost changes due to foreign currency and intercompany mark-up.
OCTOBER 2005 – JULY 2007 (Norway)COMPANY: Douglas Volz Consulting, Inc.CLIENT: Onninen ASPOSITION: Acting Cost Controller // Senior Technical IT & Support
For a Nordic wholesale distributor of electrical building supplies, multi-country wholesale distributor, provided a dual client role for technical IT support for items, purchase orders, costing, while simultaneously supporting the month-end Close as Acting Cost Controller.
Created/supported end-to-end processes for:o Record to Report as related to Cost Accounting Processes.o Procure to Pay reporting improvements for A/P Accruals and Purchase Order visibility.o Item Cost Maintenance and Annual Revaluation processes.o Weekly Reporting and Monthly Cost Account Close Cycle.
Responsible for post Go Live cost management activities. Month-end close, weekly and monthly product cost and transaction reviews, month-end close, inventory, margin and uninvoiced receipts reporting. Problem identification and solutions related to data or system issues. Using the cost solution designed in the prior BearingPoint role.
Designed major reporting improvements for Margin Reporting and Month-End Cost Close, wrote 35 SQL reports to support Finance and Cost reconciliations, interface review and item cost simulation and recosting exercises across 60+ inventory organizations.
Designed, tested, implemented and supported programs for item master entry, inventory provision & reserves, automated COGS corrections and automated average cost updates by cost type (from detailed material accounting entries to interfacing to the General Ledger).
Trained both technical and functional staff for Oracle Cost Management and related portions of Inventory, Purchasing, Payables and General Ledger.
SEPTEMBER 2004 – AUGUST 2005 (Norway)COMPANY: BearingPoint, Inc.CLIENT: Onninen ASPOSITION: Senior Project Advisor and Fulfillment Track Lead
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
For a Nordic wholesale distributor of electrical building supplies, multi-country wholesale distributor implementation project using Oracle 11.i.10 CRM, Financials, Supply Chain with ODP, ASCP and GOP with 60 inventory orgs in the first deployment.
Created new end-to-end processes for:o Master Data Maintenance for Items, BOMS, PO’s.o Procure to Pay processes for accurate purchase order creation.o Cost Maintenance processes for Costing to Pricing.
Responsible for cost management solution design, system setup, data conversion support, leading client through CRP, integration testing, user acceptance testing and production support.
Senior advisor to project PMO, project manager, project track leads and team members. Technical advisor to onsite and offshore development teams. Responsible for project critical designs (functional and technical) and solutions for:
o Inventory Provision (Reserve) Reports. o Inventory/WIP Reconciliation Reports - Subledger to G/L to Perpetual Reconciliation. o Multi-Org Inventory Accounting and Absorption Reports. o Cost of Goods Sold Adjustments for IPV, direct sales/drop ship, and special customer
discounts. o Multi-Org Material Overhead Mass Cost Edit, by Organization Hierarchy. o Interface Errors Report - used to review the open interface tables for easier month-end closeo Synchronize Item Categories by Operating Unit (not at an Item or Master level, but by
Operating Unit). o Item Description Maintenance program for synchronizing descriptions across 64 inventory
orgs in multiple languages.o Item and Item Attribute Add/Change/Maintain Tool. o Item, safety stock, ABC code, onhand stock and cost conversions.
APRIL 2004 – JULY 2004 (U.S.)COMPANY: BearingPoint, Inc.CLIENT: USGPOSITION: Project Manager
For a leading U.S. wallboard and ceiling tile manufacturer, a 100+ site manufacturing implementation across North American, using Oracle 11.i.9 CRM, Financials, Projects, Supply Chain with ODP, ASCP and GOP.
Interim (4-month) Project Manager for a U.S., Canada and Mexico Oracle implementation and business transformation project.
Supported end-to-end processes for:o Plan to Procureo Procure to Payo Prospect to Ordero Order to Casho Costing to Pricingo Record to Report
Managed over 35 consultants, with a total project team over 110 members. Was asked to temporarily replace the project manager until a permanent replacement could be found.
Re-established project and resource plans, directed staff as needed to meet project milestones and deliverables. Successful in re-gaining client confidence and placing the project back on track.
Awarded the BearingPoint Gold Beacon award, in recognition of the above project turnaround efforts.
JULY 2003 – APRIL 2004 (U.S.)
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
COMPANY: BearingPoint, Inc.CLIENT: USGPOSITION: Cost Management Track Lead
Initial nine-month role as Costing Systems Track Lead for the same U.S., Canada and Mexico 100+ site Oracle Implementation.
Created new end-to-end processes for:o Costing to Pricingo Record to Report
Modules included Project Costing and Cost Management with integration to Financials and Supply Chain modules.
Managed up to four consultants and 6 client team members. Involved full change management responsibilities, from the initial stakeholder analysis to project
communications and rollout planning. Responsibilities included the Oracle Applications configuration, setup and test phases with complete
documentation and client buy-in for new business process flows. Also rewrote the cost accounting standard operating procedures and month-end close for all
manufacturing and distribution sites.
FEBRUARY 2003 – JUNE 2003 (U.S.)COMPANY: BearingPoint, Inc.CLIENT: PCC Flow ProductsPOSITION: Project Manager for Business Process Review and Re-Design
Post-implementation review for a manufacturer and distributor for industrial pumps and valves. Created new end-to-end processes for:
o Plan to Fulfillo Order to Casho Procure to Pay
Business Process analysis and recommendations for optimal use for the Oracle Applications and for related business processes.
Development of future business process and Oracle Apps solution design using Oracle Financials, Manufacturing, and Service modules.
Included the creation of As-Is and To-Be design documents, detailing current issues, opportunities and future directions for the client.
Special focus on financial, system and process controls.
SEPTEMBER 2002 – JUNE 2003 (U.S.)COMPANY: BearingPoint, Inc.CLIENT: BearingPointPOSITION: Project Manager for Industry Leading Practices Initiative
Project manager for BearingPoint Industry Leading Practices project, an internal initiative covering major business processes and the use of business process modeling tools for BearingPoint.
Created end-to-end processes for all major process areas:o Plan to Report – Accountingo Hire to Retire – Human Resourceso Acquire to Retire – Capitalo Proposal to Reward – Grantso Procure to Pay – Procurement
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Concept to Product – R&Do Plan to Fulfill – Manufacturing/Fulfillmento Servicing to Satisfaction – Customer Serviceo Concept to Market – Product Development o Market to Prospect – Marketingo Prospect to Order – Saleso Order to Cash – Order Managemento Service Request to Resolution – Service and Quality
Responsibilities included project organization, planning, content verification and integration to existing BearingPoint methodologies and tools.
Also led firm selection for the next generation Business Process Modeling (BPM) tools.
MAY 2002 – OCTOBER 2002 (Mexico)COMPANY: KPMG Consulting U.K. and KPMG Consulting U.S.CLIENT: Panasonic/MatsushitaPOSITION: Senior Project Advisor – Part-Time Role
Mexico project for a leading TV manufacturer using Oracle 11i Financials, Manufacturing and ASCP. Created new end-to-end processes for:
o Costing to Pricing – Cost Accountingo Plan to Report – Accounting
Advised the project team for techniques and code samples for data conversions, interfaces and custom solutions.
Lead the Cost Management solution for the project, from initial requirements gathering to system configuration, testing and acceptance.
Also advised project management for leading project management techniques during each project phase.
APRIL 2002 – AUGUST 2002 (U.K.)COMPANY: KPMG Consulting U.K.CLIENT: Major Pan-European printer and copy machine companyPOSITION: Lead Oracle Sales Consultant – Pan-European Project
As part of an integrated sales team, won a £10 million Oracle implementation project for a major Pan-European printer and copy machine company. Represented the firm for (then KPMG U.K.) R2i® (Rapid Return on Investment®) implementation and process improvement methods and also for program management capabilities.
Over 25 11i Oracle modules included, CRM, Financials, Distribution, Manufacturing and ASCP. Represented Supply Chain, Procurement and Cost Business end to end processes for:
o Plan to Report – Accountingo Procure to Pay – Procuremento Concept to Product – R&Do Plan to Fulfill – Manufacturing/Fulfillmento Concept to Market – Product Development o Order to Cash – Order Managemento Service Request to Resolution – Service
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
APRIL 2001 - MARCH 2002 (U.K.)COMPANY: KPMG Consulting U.K.CLIENT: ntl (now Virgin Media)POSITION: Oracle Project Manager
At a major U.K. telecommunications firm for cable set-top boxes and network antenna installations, aligned the Release 11.02 Oracle Applications with leading business processes, saving the client over £20 million with Oracle related business processes. This included the restructuring of all financial, capital projects and supply chain operations; after including the strategic procurement savings the total exceeded £100 million.
Enabled with Oracle the end-to-end processes for:o Plan to Report – Accountingo Hire to Retire – Human Resourceso Acquire to Retire – Capitalo Procure to Pay – Procuremento Plan to Fulfill – Distribution/Fulfillmento Servicing to Satisfaction – Customer Serviceo Order to Cash – Order Managemento Service Request to Resolution – Service
Oracle Project Manager for 5 concurrent Oracle projects. Project responsibilities included management of 30 Oracle process and technical project staff, management of key project events (conference room pilots, cutover, go-live dates), integrating multiple workstreams and process requirements, technical infrastructure support, setting expectations with senior management, and root cause analysis for issue resolution.
Specific projects included: o SAP to Oracle migration for a former Cable and Wireless divisiono Technical integration with PeopleSoft HRMSo Stabilizing existing production Oracle systems, including Financials, Inventory, Projectso Global consolidationso Cost center restructuring including the reconfiguration of existing Production datao Revenue reportingo Supply chain optimization.
Total firm size exceeded 20,000 employees, with over 500 Oracle users. Dual role as the Oracle functional and technical team project manager, including detailed reviews for
all data conversions and custom solutions (over 150 custom solutions and conversions). Provided post Go Live support, including sql support for post-Go Live conversion issues. Wrote functional and technical specifications for:
o Inventory Provision (Reserve) Reports o Multi-Org Inventory Accounting and Reports o Item, safety stock, ABC code, onhand stock and cost conversionso Oracle Projects integration with Oracle Order Entry and Manufacturing
MARCH 2000 – MARCH 2001 (Belgium)COMPANY: KPMG Consulting U.K.CLIENT: GE InterlogixPOSITION: Project Manager
For a major wholesale European security systems provider, led a 13 site Pan-European Implementation, using Oracle 11i. Finance, Distribution, and Manufacturing Oracle modules.
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
Encompassed multi-organization, multi-language and process issues, including commissionaire, inventory control and centralized distribution issues.
Heavy coordination with the U.S. parent firm’s upgrade from 10.7 to 11i. Created new end-to-end processes for:
o Plan to Report – Accountingo Hire to Retire – Human Resourceso Acquire to Retire – Capitalo Procure to Pay – Procuremento Plan to Fulfill – Manufacturing/Fulfillmento Servicing to Satisfaction – Customer Serviceo Order to Cash – Order Managemento Service Request to Resolution – Service
SEPTEMBER 1999 – FEBRUARY 2000 (U.K.)COMPANY: KPMG Consulting U.K.CLIENT: Panasonic/MatsushitaPOSITION: Oracle Sales Lead
Part of a U.K.-based Supply Chain sales team (transferred to KPMG U.K. August 1999), earned the client trust for the $3+ million Oracle implementation of a Pan-European Television manufacturer.
R11.5.3 implementation of Finance, Distribution and Manufacturing (with ASCP) for two electronics manufacturing sites (U.K. and Czech Republic).
Two years after this project, Doug was asked to consult (on a part-time basis) at another television manufacturing site in Mexico for the same client (April – August 2002).
MAY 1998 – JULY 1999COMPANY: KPMG (U.S. firm)CLIENT: Various Silicon Valley U.S. ClientsPOSITION: Senior Project Advisor
Oracle senior advisor for over 20 Oracle implementations, while participating on approximately 10 team sales efforts. Locations varied from the local San Francisco Bay Area to the Northwest, East Coast and international sites (Taiwan, China and Japan). Advised on a wide range of challenges, from detailed implementation issues, data conversions to overall project management support. (May 1998 – July 1999).
Supported client requirements and end-to-end processes for:o Plan to Report – Cost Accountingo Procure to Pay – Procurement & Qualityo Plan to Fulfill – Manufacturing/Fulfillmento Order to Cash – Order Management
Custom designs included:o Item, cost, onhand, purchase order and payables data conversionso Shipping burdens for cost of goods soldo Profit in inventory trackingo Reclassification of inventory accounting entries by product lineo Currency hedging with inventory balances, purchase orders and cost of goods sold
based on forward exchange rateso Custom integration between Oracle Inventory and Project Accounting
Clients included:
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Alliance Semiconductor (U.S.)o Canon (U.S.)o Diamond Multimedia (U.S.)o Divicom (U.S.)o Edify (U.S.)o Fujitsu Computer Products of America (U.S.)o Harmony Software (U.S.)o Hitachi PC Corporation (U.S.)o IDEC (U.S.)o IDEC Izumi (Japan)o KLA Instruments (U.S.)o Logitech (U.S., Taiwan, PRC)o Matsushita Avionics Controls (U.S.)o Nikon Precision (U.S.)o Silicon Gaming (U.S.)o Silicon Valley Group (U.S.)o Spectrian (U.S.)o Sony SegaSoft (U.S.)o Verilink (U.S.)o West Coast Beauty Supply (U.S.)
SEPTEMBER 1997 – MAY 1998 (U.S.)COMPANY: KPMG (U.S. firm)CLIENT: QuantumPOSITION: Manufacturing Track Lead – Discrete Manufacturing
Global 10.4 to 10.7 (character) upgrade for a leading disk drive manufacturer. Led the R10.7 manufacturing process track for a global Oracle upgrade project. Specific responsibilities included delivering high-level and detailed gap analyses for differences
between the client’s current Oracle software release (and customizations) and standard Oracle functionality, in a custom Oracle Multiple Organization, Multiple Legal Entity environment
Supported client requirements and end-to-end processes for:o Plan to Report – Cost Accountingo Procure to Pay – Procuremento Plan to Fulfill – Manufacturing/Fulfillment
Review of business requirements. Responsible for application setups and system testing.
DECEMBER 1995 – AUGUST 1997 (U.S.)COMPANY: Price Waterhouse (now PWC)CLIENT: ETEC Systems (now part of Applied Materials)POSITION: Manufacturing Track Lead / Data Conversion Manager
For a semiconductor capital equipment manufacturer, led the 10.6.1 manufacturing project team for software selection, analysis, design, and implementation phases.
Responsibilities on the project included the management of all project implementation phases for Oracle manufacturing modules: MRP, Capacity, Work in Process, Bills of Material, Engineering, Cost Management, Inventory and Quality.
Supported client requirements and end-to-end processes for:
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
o Plan to Fulfill – Manufacturing/Fulfillment/Qualityo Plan to Report – Cost Accounting
Led a 7 person cross-functional team of consultants and client business personnel. Also advised client senior management on leading industry practices and process changes for
Assemble to Order and Cost Management. Also responsible for all automated data conversions; the "Go-Live" automated data conversion
completed four days ahead of schedule, for two sites and two separate legacy systems. All Oracle modules and major entities were converted automatically, including Oracle Project
Accounting, and Work in Process (discrete manufacturing). Converted information was reconciled and balanced, for both record counts and amount balances and
passed both internal and external audits. Responsibilities included managing all data conversion and data cleanup activities for these multiple customer sites.
The client went “live” with almost no post-conversion issues, despite limited client resources.
Industry Experience:
AUGUST 1994 – NOVEMBER 1995 (U.S.)COMPANY: Oracle Corporation, Redwood ShoresPRODUCT: Oracle ApplicationsPOSITION: Applications Architect for Manufacturing Applications Division
R11.0. Architect for Oracle Corporation, identified major functions and features for future product direction of Release 11+.
Specialized in multi-national cost accounting requirements, such as dual currency, French inventory accounting requirements, intercompany and international reporting.
Developed and presented training materials for the 10.6.1 Multiple Organization Enhancement, and participated in designs for manufacturing cost variances, intercompany accounting enhancements, LIFO/FIFO/average cost enhancements, and project manufacturing.
Provided support to critical manufacturing accounts and customers.
JULY 1990 – AUGUST 1994 (U.S.)COMPANY: Oracle Corporation, Redwood ShoresPRODUCT: Oracle ApplicationsPOSITION: Product Marketing Manager (functionality expert)
For the Cost Management product area, as Product Marketing Manager, responsible for system design, features, quality, customer support, and consultant training for Release 8, 9, and 10.
Extensive SQL*PLUS, SQL*Forms, Oracle*Reports design experience with relational database modeling.
Managed up to six team members, while supporting and advising other product areas for effective systems integration.
This included the complete rewrite and design of Release 10 for all cost accounting features, reports, and inquiries, including activity based costing.
Managed all cost system tests and wrote/reviewed cost documentation across all applications. Trained customers and consultants for Release 8, 9 and 10. Supported early Oracle customers, resolved functionality and bug issues. Wrote custom sql scripts to test new system designs and to analyze client issues.
Note: The underlying Release 10 architecture & designs are still in place in Release 12
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RESUME / CURRICULUM VITAE Douglas A. VolzU.S. Mobile: +1 (510) 755-7050
1988 - 1990 (U.S.)COMPANY: Qume CorporationPRODUCT: Computer peripheral manufacturer/distributorPOSITION: Global Cost Accounting Manager
Managed cost/margin analysis and consolidated worldwide revenue, units, margins and inventory levels.
Reported international profit in inventory and transfer pricing, with multi-national centers in the U.K., Germany and Taiwan.
Prepared the annual budget for product line margins, other cost of sales and inventory balances Installed software solutions for Cost and Inventory modules (DATAWORKS), wrote over 20 reports for
conversion and daily operations. Passed all year-end audits with no exceptions.
1986 – 1988 (U.S.)COMPANY: Smiths Industries, PLC, Icore InternationalPRODUCT: Cable and wiring harnessesPOSITION: Accounting Manager
1984 – 1986 (U.S.)COMPANY: Varian AssociatesPRODUCT: Microwave broadcast tubes, machined, punched and sheet metal partsPOSITION: Senior Cost Accountant
1980 – 1984 (U.S.)COMPANY: GTE Government Systems (now part of Raytheon)PRODUCT: U.S. Government defense R&D and production contractsPOSITION: Senior Cost Accountant (2 years) / General Ledger Accountant (2 years)
1979 – 1980 (U.S.)COMPANY: Pacific Telephone & Telegraph (now AT&T)PRODUCT: Local, statewide and long-distance telephone utility companyPOSITION: Accounting Unit Supervisor for Northern California
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