SUMMARY:

• A Senior PeopleSoft Functional Consultant with over 12+ years of total business and IT experience including 8+ years in PeopleSoft Student Admin/Campus Solutions specializing in the Financial Aid module.
• Conducted business process analyses, advised on initial application setup, developed functional specifications, test plans, and test scripts.
• Assisted in setting up their business processes for the Financial Aid Module including the Federal Work Study Module creating customization pages that interfaced directly with Human Resources as well as Payroll.
• Excellent in Production Support, Upgrade, Implementation, Documentation, End - User Training and Knowledge Transfer.
• Extensive work experience in PeopleSoft Campus Solutions (Financial Aid, Student Financials, Academic Advisement, Student Records, and Campus Community) modules, PeopleSoft HCM (HR, Payroll, and Benefits Admin).
• Extensive experience with the latest Campus Solutions 9.0 release having had lead roles with two 9.0 upgrades and three new 9.0 implementations.
• Excellent experience in Functional and End-User analysis, interfacing, designing and developing customization of Pages and Reports for PeopleSoft Campus Solutions/Student Administration.
• Proficient in identifying the Fit/Gaps business process during the Financial Aid and Student Financials Upgrade. Impeccable understanding on the Business Processes of Financial Aid and Student Financials 8.0 and 9.0. Very good knowledge of interfaces of Academic Advisement, Student Records, Campus Community to Financial Aid.
• Very knowledgeable of People Tools 8.49 including, Component Interface, Integration Broker, PeopleSoft Internet Architecture (PIA), Application Designer, Data Mover, People Soft query, Application engine, SQR.

TECHNICAL SKILLS:

PeopleSoft: PeopleSoft CS v8.0/9.0 (Financial Aid, Student Financials, Student Record, Campus Community, Admissions, Academic Advisement)

Database: Oracle 6.x/7.x/8.x, SQL Server 7.x, 2000

PeopleTools: Business Process, Equation Engine, PS Query, SQR, Data Mover, Application Designer, Tree Manager.

Application/Web Servers: WebLogic 7.0, IIS 5.0

Operating Systems: Sun Solaris, MS SQL Server, Windows, HP-UX

Operating System: HP UNIX 10.x / Windows NT, Windows 2000, Windows 98

PROFESSIONAL EXPERIENCE:

Confidential, Dallas, TX

PeopleSoft Financial Aid Functional Lead

Responsibilities:

• Involved and Performed the Fit/Gap Analysis for Current 2015-2016 and New Aid Year Set Up of 2016-2017
• Performed Analysis of Bundles/Patches Applicable FA Modules
• Completed Test and Validated Data before and after Bundles and Patches were Applied in Production
• Implemented and Defined Modification to Packaging Plan utilizing Equation Engine, Equation Editor, Equation Test for Academic Graduate Plans
• Involved and Worked with Technical Function Team to develop new equations for Packaging Plans
• Involved in Configuring and Modification of new and existing FA ITEM TYPES and Rules to improve current Aid Year and New Aid Year Set Up
• Involved in the Processing of over 1 million of Federal and Institutional Funding to ensure accuracy of processes within the Dept of Education Regulations Reporting to COD
• Effectively Set Up FA Terms and Crossovers Period for NEW AID YEAR SET UP
• Involved in the Modification of Acad Level/Load Rules for Academic Career Plans Utilizing Foundation Table
• Involved and Completed Modification of Budget Item Codes, Budget Categories and Budget Formulas utilizing and accessing the Budget Table to support NEW AID YEAR SET UP 2016-2017
• Involved in the Processing of Loans and Awards to demonstrate to Users the FA Business Process
• Involved in t Application Management Process to Load ISIRS and Isir Suspense Management
• Worked Closely with End Users in Mapping Data from ED CONNECT to PS
• Completed and Defined Disbursement Periods, Split Codes and Formulas to support the NEW AID YEAR SET UP and the University's Financial Aid Business Process
• Involved in the developing PS Queries to assist with FA Business Process and User
• Lead and Participated in weekly FA and CS Meetings to Track Progress of Project and to Resolve Financial Aid Business Challenges that led to Modification and Timings of PS JOBS that improved the Order of Financial Aid Business to be within compliance
• Provided SME to PM and VP of Office and Records to enhance and modify Business Process according to the Clients desired outcomes and the Dept, of Education Regulations
• Provided SME of Post Production Support within CS Financial Aid Module for 6+ months and the duration of Project

Environment: PeopleSoft CS v9.0 (Financial Aid, Admissions, Student Financials), Peopletools 8.46

Confidential

PeopleSoft CS (FA) Functional Lead

Responsibilities:

• Involved in the initial Fit/Gaps, Business Process Maps, Data Mapping and Table Load Sequence for Financial Aid and Student Records.
• Prepared detailed Functional Documentation and Functional Training for the Users and the client with the new Functional enhancements in Financial Aid and Student Records
• Processed and Packaged Title IV Funding according to Dept. Of Education Regulations
• Monitored over 100k and federal funding and Calculated and disbursed
• Work with technical team (onsite and remote) into the development of equations and rules using equation engine.
• Completed Verification Process and Evaluated SAP to assure students are eligible for Title IV Funding
• Work with Campus Director, Financial Service Manager and Student Services to Track perspective and current students' progress
• Involved in conversion of data to load and unload Financial Aid, Student Records Tables using SQR’s from the legacy system and excel sheets
• Involved in Setting up Financial Aid System - Packaging and Disbursement Rules, Financial Aid Terms.
• .Designed and developed various reports like Examination Schedule on Examinations using excel macro and tables.
• Queries developed according to the user requirements.
• Involved in the design of various Business Processes for sending the Emails.
• Carried out the Project Plan for whole year/month and make adjustments plans accordingly for Student Financial, Admission and Records.
• Create and execute test plans (system, integration, and end-user acceptance tests).

Environment: PeopleSoft CS v9.0 (Financial Aid, Admissions, Student Financials), People Tools 8.46

Confidential

PeopleSoft Financial Aid Functional Lead

Responsibilities:

• Lead Financial Aid consultant for the 8.9 to 9.0 upgrade.
• Conducted in-depth delta reviews of the Campus Solution’s Financial Aid module for the University’s Student Information System Upgrade Project.
• Conducted in-depth fit/gap sessions and developed detailed task lists used to guide the FA Team through the setup of core tables and the successful loading of ISIRs.
• Worked closely with the client lead in customizing and prototyping Verification Documentation, Package and Award Financial Aid based on Academic Program and Aid Eligibility.
• Worked with the FA Team to prototype the newly delivered functionality and make recommendations for opportunities to replace internally developed system modifications.
• The new functionality included Communications Generation, Population Selection and Update, External Awards and Re-Packaging
• Emphasis was on the auto assignment of checklists and the generation of missing information letters using both the traditional Letter Generation and the new Communication Generation functionality to send emails directly from PeopleSoft.
• Developed detailed ‘How To” documents and provided training in the use of the Query Manager, 3C Engine, Population Selection/Update and External File Load.
• Developed and tested a successful proof of concept allowing the client to begin loading ISIRs four months ahead of prior practices and eliminating the expense of sending hard copy letters.

Environment: PeopleSoft CS v9.0 (Financial Aid, Admissions, Student Financials), People Tools 8.46

Confidential, Akron, OH

PeopleSoft Financial Aid Functional Consultant

Responsibilities:

• Worked on PS 8.0 to 9.0 Upgrade and Production Support of campus solutions.
• Perform initial Fit/Gaps, business process maps, data mapping, table load sequence.
• Application upgrade, Functional Analysis (Fit/Gaps), Functional Design (BPD), Functional Test Cases, Business Process Architecture, Acceptance Test Cases, Business Analyst, Business Process Design, Business Process Development, Business Process Planning, Business Processes Reengineering, Configuration Management, Consulting, Data Conversion, Editing, Information Systems Development, Integrated Test Cases, Prototyping.
• Analyze Design and setup ACG/SMART, PELL, SAP, AGGREGATES, PACKAGING, PLANS and other related FA Student Aid/Grant.
• Operationally, I have been involved in the yearly set-up procedures relating to colleges/universities and financial aid offices i.e. process scheduler, default management, FATerm, Budget Term, Financial Aid Customization pages related to Federal Work Study, etc.
• With my analytical skills, I am able to tailor financial aid management to business rules and practices; track applications, control Institutional Student Information Record (ISIR) loads, and maintain an ISIR audit trail, design a cost-of - attendance assessment, create student budgets, and calculate need analysis; automatically generate aid awards and packages; ensure that an award complies with eligibility then disburse it to the student’s account; as well as process and track federal, state, university and alternative loans.
• Prepare detailed functional documents and functional Training material for the users with new enhanced functionalities in Campus Community, Student Financials, Financial Aid and Academic Advisement.
• Prepare and work on Setup and configuration of Items, accounts, account types, and map the chart of accounts.
• Prepare and perform initial functional walk thru of campus solutions, features and functions, data load sequence processing, use of control data setup.
• Discussed Funding and Award monies received from Dept. of Education and Scholarships
• Prepared Loan Files and Assisted with processing appeals to reinstate funding
• Discuss completion rate with Students to avoid loss of funding (SAP)
• Perform the initial setup and configuration of tables; prepare initial Test plans and cases, data conversion strategy.
• Work with the leads on the enhancements in Service Indicators, 3C’s, Search/Match, Bio-Demo,

Confidential, Tallahassee, FL

PeopleSoft Financial Aid Functional Consultant

Responsibilities:

• Served as Financial Aid consultant for providing hands-on implementation support for the go live processing of financial aid in PeopleSoft 8.0.
• Worked closely with the FA Team to setup, prototype and bring live the full financial aid processing cycle with only a single modification to the delivered software.
• Helped direct loading ISIRs, building financial aid terms and budgets and the auto packaging and batch disbursement of aid. Completed the rollover and new table setup for the upcoming 2006 financial aid year.
• Managed the setup and process of Pell and Direct loans (including PLUS) using common origination and disbursement (COD).
• Guided the student financials team through the group posting and batch refunding process. Trained the accounting staff with the skills to record returned checks and assisted with detailed reconciliations of funds flowing from Financial Aid to Student Financials within PeopleSoft and the institution’s general ledger system.
• Created many queries to meet specific informational requirements and conducted in-house training on Query Manager
• This involved extensive use of the Equation Engine, Communications Generation, Population Selection and Update, 3C Engine, Event Definition, Process Scheduler and External Award processes.
• FSU’s setup for the Direct Lending processing included two rounds of successful COD School Testing.
• Provided two months of post implementation support to successfully answer questions encountered with the initial awarding of aid and Direct Loan processing.

Confidential, Chicago, IL

Director of Financial Aid

Responsibilities:

• Responsible for maximizing integration and use of technology in delivering financial aid.
• Developing marketing materials and marketing the total financial aid program in particular helping to make the case for affordability.
• Participating and responding to audits and program reviews conducted by federal, state, and independent agencies.
• Overseeing the University’s program eligibility and compliance with federal and state regulations.
• Developing and maintaining policies and procedures.
• Preparing and submit information for reports and publications including FISAP.
• Overseeing the management of the student employment program, including monitoring of federal work study earnings, assist students with job placement, and providing ongoing training to supervisors.

Confidential, Atlanta, GA

Assistant Director of Financial Aid

Responsibilities:

• Responsible for processing all Federal Title IV aid i.e. Pell Grants, Federal Supplemental Opportunity Grants (FSEOG), Federal Subsidized and Unsubsidized Direct Loans, Federal Work Study (FWS), Vocational Rehabilitation, Private Scholarships.
• Responsible for creating affordable financing plans for students.
• Responsible for keeping abreast of Title IV changes by way of IFAP.ed.gov, by attending various workshops and presentation and by research.
• Responsible for arranging internal and external compliance evaluations utilizing ED Express and Connect to transmit federal records, imported and exported financial aid records on a daily basis.
• Responsible for administering the Federal Work Study (FWS) program.
• Responsible for administering the State Grant programs including HOPE.
• Assisted with the processing of over 80 million in student loans under the Direct Loan Program formerly the Federal Family Education Loan Program (FFELP).
• Responsible for training new personnel.
• Assisted the Director of Financial Aid with reports and other duties related to the Office of Financial Aid.