Projects | EPM Architect
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Projects

Selected EPM architecture work.

A proportional project timeline from newest to oldest. Overlapping work sits in parallel lanes. Open any project for delivery details without losing your place.

2026
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2018
Oct 2023 to Mar 2026 30 mo Public Sector

VA State Agency

Solution Architect

Full-suite Fusion architecture across ERP, EPM, and HCM, with hands-on leadership for Planning, Account Reconciliation, and cross-platform integrations.

EPM PlanningAccount ReconciliationFusion ERP FinancialsPPMHCM
  • Served as full-suite Solution Architect across a 25+ person ERP, EPM, and HCM team.
  • Personally led EPM Planning and Account Reconciliation implementation.
  • Developed bi-directional custom integrations between EPM and Fusion PPM, GL journal adjustments, and Budgetary Control.
  • Built inbound and outbound EPM integrations spanning Fusion ERP, Fusion HCM, PeopleSoft, and multiple REST APIs.
May 2024 to Dec 2024 8 mo Higher Education

San Diego University

Solution Architect

Driver-based expenditure, revenue, and employee-level staff forecasting model for a higher education Fusion program.

EPM PlanningFusion ERPHCM
  • Served as Solution Architect and executive oversight, guiding a team of four through delivery.
  • Built a driver-based expenditure and revenue planning application with higher-level drivers for ongoing forecasting.
  • Built an employee-level staff forecasting model blending YTD payroll, rest-of-year forecasts, and vacancy assumptions.
Jan 2023 to Nov 2023 11 mo Federal, Department of Energy

Princeton Plasma Physics Laboratory

Solution Architect

Federal research lab planning implementation with project-based budgeting, complex burdening calculations, and custom PPM labor-cost integration.

EPM PlanningFusion ERP FinancialsSCMPPMGroovyREST API
  • Led a two-person onshore team as Solution Architect.
  • Implemented project-based budgeting with highly complex burdening calculation processes.
  • Built a custom Groovy-based integration with Oracle Cloud PPM via REST API.
  • Created an Oracle PPM extension within Oracle EPM to support end-to-end labor and cost flows.
Aug 2021 to Dec 2022 17 mo Public Sector

Ada County, ID

Solution Architect

County-government EPM implementation covering staff budgeting, line-item budgeting, payroll integration, commentary, and approvals.

EPM PlanningFusion ERP FinancialsHCM
  • Led a two-person onshore team as Solution Architect.
  • Implemented complex staff budgeting and forecasting with pay step increases and payroll integration.
  • Implemented line-item budgeting with detailed commentary and a custom approval workflow.
  • Created integrations with Oracle Fusion ERP and HCM.
Mar 2021 to Nov 2021 9 mo Public Sector

GA State Office of Planning & Budgeting

Solution Architect

Full-suite Fusion architecture across ERP, EPM, and HCM, with hands-on leadership for Planning, Account Reconciliation, and cross-platform integrations.

EPM PlanningAccount ReconciliationFusion ERP FinancialsPPMHCM
  • Served as full-suite Solution Architect across a 25+ person ERP, EPM, and HCM team.
  • Personally led EPM Planning and Account Reconciliation implementation.
  • Developed bi-directional custom integrations between EPM and Fusion PPM, GL journal adjustments, and Budgetary Control.
  • Built inbound and outbound EPM integrations spanning Fusion ERP, Fusion HCM, PeopleSoft, and multiple REST APIs.
Sep 2020 to Mar 2021 7 mo Manufacturing, Technology

Motional

Solution Architect via PwC

Planning application for an autonomous-vehicle technology company, including NetSuite integration, driver-based modeling, and cash forecasting.

EPM PlanningOracle NetSuite Integration
  • Led a four-person team with one onshore and three offshore consultants.
  • Built financial, staff, and capital budgeting in a custom Planning application.
  • Designed deep Oracle NetSuite integrations.
  • Built custom driver-based modeling and cash forecasting processes.
Sep 2019 to Mar 2020 7 mo Insurance

Marsh & McLennan

Solution Architect via PwC

Global Planning consolidation for 500+ users, with driver-based models and custom Groovy reporting synchronization.

EPM PlanningGroovy
  • Consolidated several on-premise applications into one cloud Planning application.
  • Supported a global user base of 500+.
  • Implemented driver-based revenue, expense, and workforce models.
  • Built a custom Groovy process to sync data into a reporting cube with six additional dimensions.
Apr 2019 to Aug 2019 5 mo Telecommunications

Telephonics

Solution Architect via PwC

Custom project-based revenue and expense Planning application with staff planning and Groovy plan-type synchronization.

EPM PlanningGroovy
  • Led a two-person onshore team.
  • Developed custom project-based revenue and expense planning.
  • Enabled staff and driver-based planning.
  • Built custom Groovy processes syncing data between plan types based on user input and mappings.
Nov 2018 to Apr 2019 6 mo Retail

NY & Company

Technical Lead

Retail planning migration from Excel into cloud Planning, with weekly forecast regeneration and sales metric forecasting.

EPM Planning
  • Migrated retail planning out of an Excel-based ecosystem into cloud Planning.
  • Enabled weekly forecast regeneration for the remainder of each year based on driver inputs and latest actuals.
  • Supported daily sales and e-commerce metric forecasting.
Jun 2018 to Nov 2018 6 mo Manufacturing

United States Gypsum

Technical Lead via PwC

Strategic Planning application sourcing data from four other EPM applications while preserving familiar planning input patterns.

EPM Planning
  • Created a Strategic Planning application sourcing data from four other EPM applications.
  • Enabled summary-level forecasting while mimicking the input structure of the detailed planning applications.