Wes MacLagan, CPA, CGMA, PMP Rehoboth, MA 02769

Mobile: 508-789-9090 email: versatilecfo@yahoo.com http://www.linkedin.com/in/wesmaclagancpa

Summary
Vice President Strategic Consulting Operations - pro-active business development leader, strategic thinker, product and services creator, peak performer visionary and transformer of businesses. Derives dramatic revenue and profitability improvement leveraging strategy, people, and technology for Fortune 100 / 500 and Global 2000. Trusted advisor to Clevel executives. Expert in enterprise business process, operations, and systems reengineering with significant experience in mergers and acquisitions and high growth situations. Innovator, change agent, collaborator, cross functional team builder and capabilities maturity model integrator. Excellent communicator, presenter, people manager, internal and external client relations manager, and operations manager.

Expertise Highlights
Profitability and Margin Improvement Sales, Order Management, Shipping, Revenue Recognition, Billing and Accounts Receivable, Credit and Collection Procure to Pay, Production and Inventory Control, and Cost Accounting HR, Payroll, Labor and Professional Services Automation, Compensation and Benefits, Savings-Retirement Plan Admin Strategic Planning, Financial Planning, Budgeting and Analysis Client Service Assurance, Negotiations, Transaction and Billing Accuracy Global Financial Accounting, Reporting and Regulatory Compliance / KPIs Consultative Sales Business Development Oracle EPM / Oracle ERP - BI Business Case Development, ROI Analysis and Management, Project And Program Management Program Roadmap Development and Full System Development Life Cycle Software and Services Selection, Negotiation and Service Level Agreements (SLAs) Enterprise Program / Project Estimating Enterprise Systems and Application Architecture Enterprise System Testing, Performance Engineering and Testing Application Development and Infrastructure Team Management Vision and Strategy Leadership Process Reengineering, Lean and Quality Management Organizational Redesign and Change Management Recruiting, Hiring, Terminating, Supervising, Assigning, Developing, Mentoring Staff Risk Management and Internal Controls Redesign (SOX) Business Development, Sales / Marketing, Alliances Development IT Capital Planning , TCO Analysis and Portfolio Redesign IT Asset Management and Software Asset Management

Professional Experience
Edgewater-Ranzal, Finance Transformation Architect Wakefield, MA 2012 to current Lead clients in developing business vision and implementation strategy around EPM capabilities of the Oracle / Hyperion platform Built Business Process Change Offering to augment traditional EPM design and implementation services, adding 25-33% to revenue stream. Led EPM Vision and Strategy Phase, EPM Requirements and Design Phase and now leading the EPM Implementation for publicly traded private investment firm with $117 billion of total assets under management. DIRECTPATHS, President Rehoboth, MA 2012 Provide business vision and strategy, implementation planning and program management for complex enterprise initiatives. Led strategy and planning to help a $6B marketing and distribution firm (UNFI) implement an IT Asset Management solution, including sustainable business processes and internal controls. Conducted fit-gap analysis against leading IT Asset Management software product, Remedy ERP for IT Operations. Developed future state procure-to-pay operations model. TITUS GROUP, National Practice Director of Business Optimization Services Waltham, MA 2007 2012 Developed trusted advisor relationships with clients. Solved business problems using business case analysis, project roadmaps, portfolio prioritization, and led process redesign and ERP / BI systems implementation. Key clients included: Mass. General Hospital, Liberty Mutual, John Hancock, Sunlife, Hanover, State Street Bank and GE Medical, Motorola, Nuance, and Haemonetics. Started strategic consulting practice. Increased consulting revenues and profit margins by 67-83% and 100-200% respectively. Led FP&A redesign across 10 business segments for Fortune 100 client. Developed new integrated revenue and expense planning system while dramatically improving the cost of delivery and internal controls. Specified, designed and implemented new business process controls and EPM software systems. Eliminated $3M in software projects. Increased cycle times by 100%, reduced headcount by 33% and achieved on-time delivery for the first time in seven years. Client sponsors CFO and VP Corporate Finance. For Financial Services IT organization with $1B of annual spend, redesigned the Software Asset Management process for capital efficiency. Reduced IT software licensing costs by $12M and found $700K in undocumented contract obligations. Led development of repeatable license renewal and installed base compliance cycle. Led procure-to-pay process and internal control redesign for a company migrating to an accounting shared services center; led

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analysis and redesign of budgeting and chargeback of IT shared services Division of worldwide life insurer. Saved $2M in vendor financing terms. Led development of vision and business specification for marketing expense financial administration system for worldwide global asset manager to reduce overspend by $2-4M per year. Led assessment and strategy initiative to improve revenue-billing cycle financial and internal controls for a world renowned hospital to enable growth of 20-30% per year over next five years. Led redesign and implementation of health insurance and life insurance accounting systems and controls for major insurer to monitor profitability of business lines. Led development of process / controls improvement for regional commodities trader / distribution firm. Advised PMO of global technology firm on accelerating implementation of common worldwide operating platform. Led team in total cost of ownership modeling for multi-million dollar financial business systems upgrade versus replace for $10B revenue business. ASPECT SOFTWARE, Vice President of Enterprise Integration Chelmsford, MA 2006 - 2007 Internal leadership role to embark on major upgrade project to reduce people, process, data and system costs by 50% and implement Sarbanes Oxley with a project budget $15-20M over three years. Was brought onboard by CIO to help company go public within three years - plans for going public were deferred indefinitely in early 2007. Led the analysis of issues and developed requirements for tracking custo mers software installed base and deployment changes linked to contract obligations and maintenance revenue. Technology: Oracle ERP. Led the planning for the integration of two $300M worldwide companies, estimating costs to upgrade and migrate data to common ERP/SCM platform. Technology: Oracle ERP. Led implementation and migration to common technology infrastructure platform: operating systems, database versions and applications version. Technology: Oracle ERP. PARSON CONSULTING, Senior Engagement Manager Boston, MA 2001 - 2006 Consulted with C-level executives and planned and implemented ERP systems and upgrades to enhance business operations. Implemented Sarbanes Oxley internal controls. Key Clients: Dunkin Brands (CIO and CFO), Reebok (CFO), Cumberland Farms (CFO), EMC, Invista (Koch Enterprises) and high tech leaders, including Kronos (CIO and CFO), Viisage (CFO), DRC (CFO, CIO and CEO), PTC (CIO), and Vicor (CIO), and financial services companies including One Beacon (CFO), Westfield Bank (CIO), United Bank (CIO), Dentaquest, Delta Dental, Fannie Mae. Started financial management systems practice. Increased consulting revenues and profit margins by 50-90% and 100-200+% respectively. As Senior Project Manager, planned, designed and implemented restructured financial accounting for secondary debt financing with stringent compliance reporting requirements. As Senior Project Manager, developed requirements, led ERP package vendor selection and implementation planning for worldwide labor and personnel resource tracking technology company. Led design of common business and financial reporting model and systems implementation plan for worldwide chemicals company with three divisions and four ERP instances. Led process redesign and configuration of Asset Management module to support adaptation of new tax credit incentives for fixed asset investments. Led analysis of new store build-out cost efficiency for worldwide national quick service restaurant franchisor. Led Sarbanes Oxley internal controls programs for financial and operational processes and for IT applications, data and governance for One Beacon Insurance, Reebok, Vicor, DRC, Aspen Tech, Dunkin Brands, Viisage, PTC and EMC. Technology: Oracle ERP, SAP ERP, Legacy mainframe ERP and Legacy inventory warehousing systems. DIRECTPATHS, President Rehoboth, MA 1996 - 2001 As Project Manager and Lead Functional Reengineer, developed and led entire software selection, design and implementation of Lawson ERP for worldwide ecommerce software company growing organically and through acquisition. This was a ground-up Lawson implementation and support with successive upgrades for implementing the entire ERP suite and to integrate new acquisitions, changes in business models, product mixes and service offerings. Implemented new processes and systems enterprise-wide: 1. Sales through Cash Cycle, 2. Procure to Pay Cycle, 3. Service Management Cycle, 4. Profitability monitoring and improvement, 5. Record to Report, and 6. Human Resources functions. Advised CEO and Sales Operations on revenue, profitability and margin opportunities. Implemented sales performance monitoring, consulting sales and delivery profitability performance monitoring and analytics. Assisted pricing committee in bundling / unbundling analysis and implementation in sales order management systems. Other major projects: As Project Manager for $500M regional utilities company, led the plan and upgrade of Lawson ERP Financials, HR and Asset

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Management systems. As Project Manager for $125M global software company, led the upgrade of Oracle ERP Financials and Supply Chain, HR/Payroll.

Prior Experience
COMPUTER SCIENCES CORP: Financial Management Systems Practice Leader / Systems Architect Led the business development for new ERP practice in Oracle ERP, PeopleSoft and SAP: Served as project manager, systems architect, and practice leader. Led revenue cycle reengineering projects for: revenue and profitability strategic reporting and Activity Based Costing. EDS: Account Manager (Virtual CIO) Sold outsourced corporate IT services: strategic systems planning, pricing and costing analysis, consulting services and software packaging sales and delivery, team development, project management and implementation services for business applications, infrastructure: email, videoconferencing, LAN/WAN, client-server, security, mainframe server, voice and data communications, desktop services, help desk services, office relocation and IT infrastructure build-out. EDS: Senior Systems Engineer Information modeling and systems architecture, corporate consolidated tax accounting systems, environmental, health and safety systems, mobile apps, HRIS, data warehousing and middleware . Enron: Senior Systems Supervisor HRIS, ESOP, benefits accounting, document management systems, data warehousing. Tenneco: HRIS/Payroll Systems Project Leader Application Architect, Project Leader, and Programmer-Analyst. Accenture: Senior Consultant Inventory and project engineering accounting, office automation, and Programming Supervisor.

Training, Education and Patents

Bachelor of Arts in Accounting, minor Computer Science, University of Mount Union, Alliance, OH Project Management Institute Project Management Professional (PMP) AICPA Certificate in Financial Planning and Budgeting, and Treasury Management Systems Van Tharp Institute Peak Performance Psychology, Trading Systems Design and Execution - Day Trading, Swing Trading, Investing and Risk Management, Stock and Options Trading Conducted workshops, webinars, and lectures for up to 50 executive, managers and workers on reengineering, financial planning and analysis, systems development project management, tax systems, office automation and IT asset management, financial and management reporting design, and software and project estimating methodologies. Quoted in CFO.com. White papers published on IT Asset Management and Financial Modeling. CPA from the State of Texas ongoing Continuing Professional Education in Ethics, CFO Symposium, Technical Accounting, Audit, Financial Instruments and Trading, Tax Compliance, Financial Reporting and Business Performance Psychology Business Negotiations and Selling Karass, VITO, SPIN Selling, Covey, Accenture, EDS, CSC Quality / Continuous Improvement Six Sigma, Deming, Crosby, Capers Jones, Agile Manufacturing, Scrum Master Reengineering / SLDC / Information Engineering Accenture, EDS, CSC, Yourdon, Demarco, James Martin Encryption key management system and method, Patent 6157722. Financial Services, Commodities Trading and Insurance: State Street Bank, Liberty Mutual, United Bank, Westfield Bank, Fannie Mae, John Hancock, Hanover Insurance, ITT Sheraton, One Beacon, CGU Life, Dentaquest, Delta Dental of Rhode Island, Thomson Financial, SunLife, Gulf Oil, American Capital Software and Professional Services: Aspect Software, Kronos, Aspen Tech, Viisage, Dynamics Research Corp, Davox, Drexler, PTC, Open Market, CSC, Nuance High Tech, Manufacturing and Medical: Textron Jacobsen, Textron Systems, EMC, GSI Lumonics, RSA Security, Vicor, Haemonetics, Motorola, Koch Enterprises (Invista), Mercury Computer, Itron, Stanley Black and Decker, Plasfab, GE Medical, Biogen, Tufts Medical Center, Boston Medical Center, Mass. General Hospital Retail and Distribution: Reebok, Dunkin Brands, Cumberland Farms, Melville Corporation, CVS, Stride Rite, United Foods Energy, Engineering and Environmental: Clean Harbors, Gulf Oil, Global Resources, Bay State Gas, Tenneco, MCO Resources, Shell Pipeline, Quintana, Enron, Halliburton (Brown and Root), Shaw Group (Stone and Webster), Marine Spill Response Company Other: Harvard Business School Publishing, Archdiocese of Boston

Client and Employer List