This page lists software I have developed and software I have implemented and/or used.
Software I Have Developed
Matrix is an application developed in MS Access used to monitor investment portfolios. The Investment Manager can review client portfolios on whatever schedule simply by updating the database with the most current position data from their trading system (Portfolio Center is the only system currently supported).
The IM creates a standard model for each account defining the desired holdings by security. The IM can analyze the account and rebalance it against the desired allocations and generate a trading file that can be uploaded to the broker trading platform (TDAmeritrade is the only broker currently supported). [This is owned by The Goff Financial Group.]
City of Houston HUD Modeling is an Excel and SQL system that allows multiple program financial models (in Excel) to be uploaded to a central database using mark-up in the Excel data. This consolidated data can then be analyzed by Managers to evaluate the overall spending of the combined programs across any specified time period.
The database can be connected to PowerBI and PowerQuery to allow analysts and managers to evaluate the individual sub-models and devise changes in the individual programs to accommodate a moderated spending plan to maintain project-wide resource allocations. [This is owned by the City of Houston Housing Department].
Project Consolidation is an MS Access and Excel based system that allows collecting project revenue, profit, and cashflow forecasts using an Excel template. This data is uploaded into a master database (Access) and intercompany activity is eliminated enabling a properly consolidated view of large-scale global projects that aligned with forecasting revenue, cost (recognized and incurred), profit, customer and intercompany billings, purchasing, and cashflow.
This system was used by McDermott International (Houston, Texas) to provide support of compliance requirements for a $400 million credit facility and to prepare earnings guidance for the quarterly financial conference call.
Debt Compliance System (ConocoPhillips)
The Debt Compliance System (Access) allowed the Debt Compliance Manager to inventory debt agreements for ConocoPhillips (COP) worldwide. The system tracked over 2,000 agreements totaling nearly $8 billion. Items tracked were (a) compliance reporting such as financial statements, guarantees, related events, etc., (2) payments of interest and capital, (3) changes in risk management, etc.
Bank Account Inventory System (ConocoPhillips)
The Bank Account Inventory System was used during the merger of Conoco and Phillips Petroleum. The system enabled Accounting and Treasury groups worldwide to inventory cash and other deposit accounts capturing account data, signatures, and balances. This was used to close, open, or re-title accounts, and revise signature authorities.
Treasurer CRM (ConocoPhillips)
Converted Treasurer’s personal contact management system from Lotus Notes to MS Access. Added CRM functionality (tracking correspondence, mass email, and label printing).
Flange Manufacturing System (ReFlange, Inc)
Revised Access based application used to track flange orders from bid to collection. System allowed estimators to build parameter sets used to define manufacturing requirements for flanges and valves. This included items such as size, metallurgy, fittings, boring, casting, lathing, etc. These items were used to develop cost and pricing models, estimates, bids, sales orders, scheduling, shipping, invoicing, and collection.
4Cast
4Cast is a project financial forecasting system. It uses staffing plans, procurement plans, operating expenses, subcontractor costs and other elements to calculate the cost at completion of a project. It captures cost, billing, revenue, and profit elements and calculates the projected profit, manhours, and all other costs then derives revenue and profit based on input costs and billings. It then time-phases revenue and profit (loss) recognition, cash-flow, unrecognized revenue and cost, and total contract financial forecast.
Engineering Progress Measurement System (McDermott)
Engineering Progress Measurement System (EPMS) is used to manage the design and construction engineering for four major offshore platform construction projects totaling nearly $4 billion. The system allowed the Engineering and fabrication groups to create a catalog of engineering and as-built drawings and track progress from initial drafts to as-built, including all revisions and requested changes. System used to calculate progress billings based on agreed-to progress gates for specific groups of documents and billing values based on initial bids.
Other Projects
Customer Relationship Management (various)
Political Campaign Mailing System
Platform Technical Drawings Database (Total Oil & Gas Hibiscus Project Trinidad & Tobago)
Software I use or have implemented
SAP
Oracle Financials
JD Edwards
Hyperion Financial Manager
Geac SmartStream
Cognos (OLAP)
Essbase (OLAP)
MS Access (expert)
SQL Server Management Studio
Excel (expert)
PowerQuery/PowerBI