SUMMARY:

• With 23 years of working and maintaining Oracle and PeopleSoft ERP Systems, have developed an expertise in business analysis, project management, technical support, data conversion, offshore management, and 3rd party interfacing. Have strong accounting, tax and financial service background, with expert analytical and troubleshooting ability to assist operational areas in the SDLC cycle from project initiation to daily maintenance of Oracle Financials & Procure to Pay modules. Have worked on and managed task - level projects involving international project teams (North America, Europe, Africa & Asia).

TECHNICAL SKILLS:

SKILLS: Current and previous experience requires proficiency with Oracle databases (8,9,10g, 11g), applications (11i & R12.2.9) and modules including Subledger Accounting, Self-Service, Purchasing, Accounts Payable, I-Expense, Cash Management, Contracts, Fixed Assets, Human Resources, Payroll, Projects Costing, Project Billing, Accounts Receivable, Time and Labor, AGIS, Procure to Pay, Inventory, EB-Tax and General Ledger. Additional, fluent in PeopleSoft 8, Discoverer Plus, Discoverer Viewer, Crystal Reports, Oracle Dataloader, Logical Apps, Oracle Workflow, Oracle ADI, Web ADI, and Kofax Markview 170 Systems with working knowledge of PL/SQL, FTP.

PROFESSIONAL EXPERIENCE:

Confidential

Oracle Financial Functional Consultant, Senior Business Analyst

Responsibilities:

• Modules Implemented: General Ledger, Fixed Assets, Accounts Payable (Procure to Pay)
• Modules Engaged: Purchasing, Property Manager, HR, Accounts Receivable
• Special Project: American Tower purchased a Canadian company and requires migration to Oracle EBS 12.2.
• Created BR-100s for Canadian migration of Purchasing, Payables, General Ledger, Assets, EBTax & Inventory.
• Created scenarios to test changes in code and customizations.
• Set up multiple ledgers (Primary, Secondary, IFRS) to accommodate Canadian accounting requirements.
• Assisted in closing various ServiceNow tickets in regards to Payables, Purchasing and General Ledger
• Created MD-50’s, BR-100’s, TE.40 and advise on MD-70’s for customizations and program changes.
• Documented current and future process flows utilizing Microsoft Visio.
• Worked and managed offshore teams in development of technical coding.
• Scheduled meetings and guided users in SIT, QC and UAT testing.
• Conduct interview with business to obtain functional and technical requirements.
• Perform configurations of General Ledger, Fixed Assets, Payables, EBTax, Inventory and Purchasing.
• Configured multi-national, multi-currency environments and updated currency exchange rates.
• Wrote ad-hoc sql queries for data-mining and reporting.
• Created documents and train users on new Oracle functionality.
• Created custom Web-ADI documents for uploading and modifying Oracle data in GL, FA, PO & AR.

Confidential

Oracle Senior Business Analyst, Oracle Trainer

Responsibilities:

• Conducted interviews with business and documented functional/technical requirements.Created As-Is and To-Be processes via Visio flowcharts.
• Created and presented future business solutions to senior managerial staff on future business solutions.
• Documented customizations and extensions to determine upgrade impact.
• Performed demos of EBS 12.2 to business staff.
• Established process flows detailing current and future interfaces, processes and data flows using Visio.
• Created guides for configuration and usage of Oracle Financials with focus on Purchasing/Fixed Assets.
• Advised and trained staff on utilizing Oracle functionality to alleviate use of customizations.

Confidential, Boston, MA

Oracle Financial Functional Consultant, Lead Business Analyst & Oracle Trainer

Responsibilities:

• Documented gaps/risks at local and international entities and advised on GAAP regulations.
• Developed functional and technical solutions to minimize disruption to current business objectives.
• Created documentation including data gathering and functional/technical specifications (BR-100/110, MD-50/70).
• Generated new flex fields/lookups for General Ledger and Fixed Assets.
• Created documents and perform session to end-users of new Oracle processes.
• Established process flows detailing current and future interfaces, processes and data flows using Visio.
• Used SQL Tool for creating queries, data mining and ad-hoc GL reporting.
• Worked and managed offshore teams in development of technical coding.
• Serve as liaison between technical staff, business managers, sponsoring executives and end-users.
• Defined interface requirements and Created interface files importing into Oracle using ADI and flat file.
• Created test scripts (TE40) and ran UAT/CRP test meetings for promoting items to Production environment.

Confidential, San Antonio, TX

Oracle Financial Functional Consultant, Senior Business Analyst, Oracle Trainer and Help Desk

Responsibilities:

• Purchasing: Requisition/PO approvals and hierarchy maintenance, workflow issues
• HR: Supervisor/Job/Location maintenance
• EBTax: Created and modified tax codes for EMEA countries
• Inventory: Item maintenance and custom weight conversion
• Developed and maintained custom approval hierarchy for Purchasing including requisitions/PO approval.
• Managed and implemented change in internal banks including the following tasks:
• Created new banks, branches and accounts
• Completed functional banking configurations of Payables and Receivables
• Created XML payment files for BACS and SEPA specifications
• Perform testing and trained employees along with developing documents.

Confidential, Ann Arbor, MI

Positions held: Project Manager

Responsibilities:

• This project was to implement Oracle EBS in place of existing ERP (BAAN). In addition, Oracle would be interfaced with three manufacturing systems (RAS, PYT and Mainframe) and one reporting system (Hyperion). Served multiple roles including the following tasks:
• Created guides delivered to end-users via one-to-one, classroom and WebEx.
• Worked with 3rd party vendors for project management tasks and technical support.
• Performed application testing for patch support and CEMLi/Rice items on Oracle Cloud EBS instance.
• Conducted regular meetings with business leads to gather requirements and determine deliverables.
• Planned/directed project meetings including CRP (conference room pilot) and SIT (system integration testing).
• Provided functional & technical solutions to business requirements making use of Oracle functionality.
• Verified Oracle configurations of modules AP, AR, GL, EB-Tax and Fixed Assets.
• Mapped 3rd party systems to Oracle EBS for interface files.
• Presented weekly project status to managerial and executive staff.

Confidential, Canton, MA

Project Lead, Solutions Architect, Senior Business Analyst & Oracle Trainer

Responsibilities:

• This project was to integrate Oracle and third-party software (Softrax), which would house and calculate revenue recognition in accordance to new SEC tax rulings. Served multiple roles including the following tasks:Conducted meetings with business to obtain functional requirements and translate into technical documentation.
• Completed full documentation of current/future process for recognizing revenue using BR-100 doc methods.
• Advised and completed functional configurations of Softrax Revenue manager.
• Created documents and perform session to end-users of new Oracle processes and Softrax.
• Assisted Accounting group in creating reconciliation standards to perform efficient month-end processes.
• Used SQL Tool for creating queries, data mining and perform corrections to database objects.
• Worked with offshore teams in development of technical coding.
• Serve as liaison between technical staff, business managers, sponsoring executives and end-users.
• Defined interface requirements and Created interface files importing into Oracle using ADI, flat-file and XML.
• Created test scripts (TE40) and ran UAT/CRP test meetings for promoting items to Production environment.
• Provided post-production support including 1-to-1, audits and lesson learned documentation.

Confidential, Chicago, IL

Oracle Applications Manager

Responsibilities:

• Conducted meetings with business leads to gather requirements, prioritize issues, and determine deliverables.Provide/manage help desk support in addition to overseeing technical development and project management.
• Created documentation including project plans, data gathering and functional specifications (BR-100, MD-50/70).
• Provided and guides to end-users via one-to-one utilizing UPK’s and Camtasia.
• Created and maintained Oracle SR’s for additional technical support for Procure to Pay modules.
• Work with 3rd party vendors for project management tasks and technical support.
• Generated new flex fields/lookups for Payables, iProcurement, Grants and Receivables.
• Defined interface requirements and Created interface files importing into Oracle using ADI, flat-file and XML.
• Completed the configurations of Payables, Purchasing, Payments and EBTax to client’s requirements.
• Performed audits/approvals of documentation to ensure protocols on RICE (CEMLI) and interface objects
• Managed team of five (three developers, one analyst and one architect) through an Advanced Procurement implementation that was being added to existing R12 architecture. This included modules iSupplier, Punch-out, iSourcing and iProcurement. Responsible for coordinating the team activities including technical development, UPK creation, documentation, scripts/guides along with everyday daily support of Oracle Financials.

Confidential, Cleveland, OH

Oracle Trainer, Senior Business Analyst & Project Lead

Responsibilities:

• Worked with and gathered requirements from IT, BPI, Finance, Tax and end-user groups.
• Served as liaison between business leads, project staff and technical IT team.
• Created and delivered knowledge transfer meetings with IT team and end-user staff.
• Created mapping documentation for 3rd party applications to Payables, Payments and Cash Management.
• Provided documentation including project plans, data gathering and functional specifications (AN-100, MD-50)
• Trained end-users and business analysts on functionality and daily operation of Payables, Tax & Fixed Assets.
• Developed XML templates and logic to process Oracle checks, EFT and automatic wire transfers.
• Implemented/configured Cash Management module including bank statement mapping and bank setup.
• Created interface requirement, mapping and file for interface between Oracle Treasury module and global banks.

Confidential, East Windsor, NJ

Oracle Senior Business Analyst, Oracle Trainer

Responsibilities:

• Established tax rules that worked in conjunction with AGIS Intercompany transactions.
• Produced new AGIS Intercompany setups between US, EMEA, APAC and LATAM.
• Repaired existing tax setups for 26 countries (Europe, Asia, and South/North America) for proper tax calculation.
• Trained end-users and business analysts on functionality and daily operation of EBTax and AGIS Intercompany.
• Documented entire AGIS-AR-AP-EBTax workflow and Created detailed documents for each module.

Confidential, Tampa, FL

Oracle Financial Functional Consultant, ERP Trainer

Responsibilities:

• Served as liaison between IT department, Finance, Tax and end-users, gathering requirements from each.
• Advised and implemented changes to software configuration and enacted business process improvements.
• Trained current business analysts and end-users on functionality and daily operation of Payables and EBTax.
• Created step-by-step tax document specific to local tax rules of 17 international countries.
• Configured localization setups for AP, AR, EBTax applications for EMEA countries.
• Developed and implemented customized tax solutions for various VAT, recovery rules using geography as driver.

Confidential, Tampa, FL

Oracle Financial Functional Consultant, Team Lead

Responsibilities:

• Liaison and managed offshore IT development teams for technical solutions and follow through.
• Lead E-Business tax consultant, EBTax tech support, and train consultants/employees in EBTax setup.
• Created custom Journal sources and Journal Line Descriptions to manage multiple external integrations.
• Conducted: end-users on Markview operation, other consultants on Markview setup and administration.
• Provided 1st level global post implementation support for AP and EB Tax to Europe, Latin America, Africa & Asia.
• Modified existing SLA configurations to accommodate custom GL sources. Created custom event triggers in Tax.
• Served as Kofax Markview Administrator, setting up new users, modifying access, and daily Kofax tech support.

Confidential, Naperville, IL

Oracle ERP Trainer

Responsibilities:

• Conducted Oracle classes at both public workshops and private companies.
• Engaged potential clients in creating custom Oracle programs for their employees.
• Trained users in Procure to Pay Financials (AP, AR, FA, PO, CM, GL, iExpense) and EBTax.
• Trained users in Order to Cash/HCM/Supply Chain (HR/Payroll, Inventory, iReceivables, Order Management).
• Composed videos with Camtasia Studio/UPK to assist developer’s understanding of functional screens.
• R12 Upgrade - taught project team members how to plan and implement a R12 conversion.
• Sub-Ledger Accounting - demonstrated SLA functionality and how to customized Financial Accounting Hub to account for multiple external integrations. Also trained users to configure SLA to replace CEMLI/RICE items.

Confidential, Greencastle, IN

Project Manager, Financial Systems Director

Responsibilities:

• Managed Oracle Financial systems while reporting to Vice President of Finance.
• Created, maintained and supported interfaces from Legacy to Oracle Payables, Purchasing and Grants.
• Coordinated and conducted regular status meetings with university CIO and IT Director.
• Liaison with department leads for requirements and deliverables as it related to Oracle financial system.
• Provided data and counsel to Finance Director for university budget decisions.
• Engaged university IT department on decisions regarding technology infrastructure, hardware and networks.
• Conducted change management meetings to assist user adoption of Oracle R12.