Real projects.
Real outcomes.
A selection of engagements across Oracle EPM, NetSuite Planning & Budgeting, and Vena Solutions. Each one delivered with a focus on performance, adoption, and long-term value for the finance team.
Full planning suite in NetSuite Planning & Budgeting
An e-commerce company moves from spreadsheet planning to a connected platform covering workforce, financials, balance sheet, cash flow, and capital planning.
Context
A growing e-commerce company on NetSuite ERP was ready to bring planning into a dedicated platform. The finance team had been running budgeting and forecasting in Excel, which had served well in earlier stages but was becoming harder to maintain as the business scaled. Workforce planning, CAPEX, and KPI reporting sat in separate workbooks. Balance Sheet and Cash Flow planning had not yet been formalized. The team wanted a connected environment that covered the full picture without leaving the NetSuite ecosystem.
What I delivered
A full NSPB implementation covering the company's planning needs end-to-end.
- Workforce Planning with driver-based headcount and compensation modeling
- Income Statement planning tied to operational drivers
- Balance Sheet planning with working capital schedules tied to revenue and payable cycles
- Cash Flow planning built via the indirect method with direct method reconciliation
- CAPEX planning with depreciation flowing through both Income Statement and Balance Sheet
- KPI reporting layer integrated across all five models
- Tight integration with NetSuite ERP for actuals
- Training and enablement so the finance team could own the platform post go-live
Balance Sheet and Cash Flow planning were new for the organization, so I worked closely with the finance team to design the driver logic from first principles and validate it against their historical actuals.
Outcome
The platform went live on schedule and adoption across the finance team was strong from day one. Balance Sheet and Cash Flow planning are now regular parts of the monthly cycle, which was a new capability for the organization. The team actively uses all five planning models in their monthly and quarterly processes.
Oracle EPM reengineering for an energy operator
Full reimplementation of Oracle Planning and FCC into a unified application with Groovy-driven business rules and significantly reduced forecasting time.
Context
An energy operator with both traditional oil and gas activities and a growing alternative energies portfolio was running Oracle EPM Planning and FCC as two separate applications. Long-range planning sat on one side. Consolidation sat on the other. The team wanted to bring them together into one unified environment where forecast data could flow through consolidation the same way actuals did. They also wanted to modernize the business rules. The rules that supported forecasting had been built over time and were taking long enough to run that the team was scheduling them outside of business hours.
What I delivered
A full reimplementation of the Oracle EPM environment into a single-application architecture.
- Merged Planning and FCC into one unified application so consolidation and elimination could run for forecast data alongside actuals
- Rewrote all business rules in Groovy with optimized data pipelines
- Designed and implemented long-range planning, which had not previously existed in the environment
- Implemented a workflow layer for approval and review across planning and consolidation
- Aligned consolidation and elimination logic so forecast numbers reconciled cleanly with actuals
Outcome
Business rule execution improved by roughly 98 to 99 percent compared to the previous environment, moving from multi-hour runs to seconds for comparable calculations. Long-range planning is now in place and runs through consolidation in the same flow as actuals. Forecast and actual numbers reconcile cleanly, which had not been possible in the previous setup.
Vena planning with multi-layer minority interest
A real estate investment firm models actuals and forecast consistently across a large portfolio with layered ownership structures and minority interest applied at each level.
Context
A real estate investment firm held a large portfolio of investee entities across a multi-layer ownership structure. The parent held stakes in holding companies, which in turn held stakes in operating entities, each with different ownership percentages. Treating minority interest correctly across this structure was essential for both historical reporting and forward planning. The team wanted one platform where actuals and forecast were handled consistently, with minority interest applied at each level of the ownership tree.
What I delivered
A Vena planning model designed around the firm's actual ownership structure.
- Multi-layer ownership tree modeled natively in Vena with configurable percentages at each level
- Minority interest logic applied at each layer for both actuals and forecast
- Consistent treatment of historical and forecast periods, so ownership percentage changes over time compute correctly in both directions
- Clear audit trail from source-level data up through each layer of consolidation
- Training for the finance team on how to update ownership structures and run the model independently
Outcome
The finance team now has a single consolidated view of the investment portfolio with minority interest correctly applied at every ownership level, across both actuals and forecast. Adoption has been strong and the platform is in active monthly use.
A note on references
Several of these engagements were delivered through consulting partners and system integrators, where direct client references are governed by partner agreements. The technical details and outcomes shown reflect work I personally delivered. I'm happy to walk through the approach, architecture, and lessons learned on any of these engagements in a discovery call.
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