Giulio Maresca

Acted as a senior adviser to a global networking company which was undergoing the redesign of its performance management processes including financial consolidation & reporting and FP&A.

Setup a Pentaho Business Analytics demo environment to present an open source solution to manage business intelligence and business analytics to prospect clients.

My team assisted a national insurance company’s finance organization to evaluate and improve its financial planning and performance management capabilities. The initial phase of this effort involved close cooperation with the P&C, Life, and Corporate controllers to:

• Review client’s KPIs/drivers to-date and recommend enhancements
• Assist with design of interim non-automated Executive Dashboard report
• Develop design & business case for automated dashboard tool
• Create an online prototype to illustrate dashboard design
• Review current planning & forecasting process and identify quick hits
• Develop high-level design of planning & forecasting (P&F) process

We developed a sophisticated Hyperion Essbase prototype that led to the following results:

• Assessed tools and technical options for implementing a production solution
• Designed, developed, and tested web-based dashboard for displaying key metrics
• Prepared proof of concept for executive presentation

The client, a global computer product and solutions provider, wanted to start new finance strategy program to identify efficiency and effectiveness improvement opportunities for three main corporate finance processes:

• Management and Performance Reporting
• ­Closing the Books
• Enterprise Planning, Budgeting and Forecasting

My team created the overall program proposal and business case. The client’s finance department cost indicators were benchmark with other best-in-class companies.  As a result of our project, the company built new processes, systems and organizational capabilities around a common data architecture and application portfolio.

Designed and implemented the company’s Management and Statutory Reporting system. Analyzed and implemented company’s Dashboard (Executive Information System). Our team also provided temporary management for the administration of the application.  As a result of our project, the company had better tools to communicate financial results to stakeholders and investors.

Designed and implemented the web site to present the market offerings and credential of the Hyperion Competence center.  This site was leveraged to present to prospect clients the capabilities of the Hyperion Competence Center.