Open to engagements

Hi, I'm Curtis Neumann, a Finance Transformation Leader.

I help CFOs and finance teams modernize FP&A, reporting, and finance technology, bridging finance and technology to turn complex requirements into scalable, high-impact solutions.

Work with me →

80%

Reduction in regulatory reporting time at MUFG (FR Y-15).

95%

Manual financial calculation risk eliminated through automation.

$2M+

Annual savings delivered through workflow automation.

30yrs

Across telecom, global banking, and consulting.

01 / About

Background

A foundation as a CPA, with three decades bridging finance and technology.

I lead end-to-end transformation initiatives, from strategy through implementation and adoption, aligning stakeholders across finance, IT, and HR while delivering measurable business outcomes.

My experience spans telecommunications and global banking. I'm known for a hands-on, data-driven approach that translates complex concepts into actionable insights and execution.

Currently open to finance transformation leadership, consulting, and advisory engagements where I can help organizations build scalable, data-driven finance functions.

02 / Writing

Featured

Selected presentations on EPM, FP&A, and Essbase modernization.

03 / Expertise

Core areas

Where finance, data, and operating systems meet.

/01

Finance Transformation

Record-to-Report and Plan-to-Forecast, from strategy through adoption.

/02

FP&A Strategy & Modeling

Forecasting accuracy and speed via advanced FP&A modeling.

/03

ERP / EPM Implementations

Oracle Hyperion, Essbase, and modern cloud EPM platforms.

/04

Reporting & Analytics

Real-time executive dashboards for performance management.

/05

Data Governance

Data quality and regulatory reporting under BCBS 239.

/06

Program Leadership

Cross-functional delivery across Finance, IT, and HR.

04 / Experience

Selected roles

Three decades of hands-on finance and systems leadership.

2026 to
Present

Self-employed

Finance Transformation & FP&A Consultant

Advising growth-stage technology companies on financial planning, reporting automation, and finance systems design.
Supporting data modeling, KPI frameworks, and executive dashboards for improved decision making.
Partnering with finance leaders on ERP optimization, forecasting models, and operational analytics.

2012 to
2025

MUFG · 14 yrs

Sr. Manager, Business & Data Analysis · System Manager, Regulatory Stress Testing

Led the bank's Federal Reserve Stress Testing (CCAR FR Y-14) Oracle platform, cutting preparation time by 90% and remediating MRA orders.
Built FR Y-15 Systemic Risk reporting on Axiom SL Controllerview, reducing compilation effort by 80% with lower error risk.
Implemented LawLogix I-9 and Saba SaaS-to-Workday HR integrations, saving $2M in annual resource costs.
Assessed 23 financial-crimes systems against BCBS 239 maturity, reporting quarterly to managing-director-level executives.

1994 to
2011

AT&T · 17 yrs

Associate Director, Corporate FP&A

Designed the Hyperion Financial Management consolidation platform, cutting reporting time by 50% and saving $500K per year.
Introduced Oracle Hyperion Essbase as the modern FP&A engine, increasing accuracy by 90% and doubling efficiency.
Built 10-year enterprise planning models replacing 30+ spreadsheets with 10× faster reprocessing.
Developed over-time analytics cubes that surfaced $40M in annual operating savings.
Produced quarterly CFO Board of Directors and S&P Telecom benchmarking packages.

05 / Credentials

Education

/UNIVERSITY

UC Berkeley

B.S. Business Administration & Management

/CERTIFICATION

Certified Public Accountant

Plus: AI-Driven Accountant & AI-Driven Financial Analyst (LinkedIn, 2026).

See all 15 certifications on LinkedIn ↗