SUMMARY:

• Over 26 years of experience in software application design and development, systems integration, security and technical infrastructure of which the last 18 years have been as a PeopleSoft technical consultant.
• Expertise in accounting with over 16 years of financial accounting experience as a CPA in both public accounting and senior financial management positions with Publicly and Privately Held companies.
• Industries: telecommunications, manufacturing, publishing, distribution, professional services, higher education, healthcare, credit card processing and gaming.

TECHNICAL SKILLS:

PeopleSoft Technical (PeopleTools):

• Application Designer 7.0 - 8.54, PeopleCode 7.5 - 8.54, Application Engine 8.0 - 8.54, SQR/SQL
• Fluid Pages and Components 8.55, Dashboard and WorkCenter Pages 8.54
• Component Interfaces 8.1x - 8.54, Application Messaging 8.1x - 8.54, Integration Broker 8.44-8.54
• EPM 8.8 data warehouse processing.
• PeopleSoft Database Upgrade 8.1x - 8.42, Data Mover
• Workflow & Business Process Design 8.1x - 8.49, Security 7.5 - 8.54
• PS/nVision 7.0 - 8.54, PS/Query 7.0 - 8.54, Tree Manager 7.0 - 8.54, Crystal Reports, BI Publisher
• Excel to Component Interface Utility 8.49 - 8.54
• Application Server and Process Scheduler Server Admin 7.0 - 8.8x and WebLogic Web Server Admin 8.1x
• Portal Structure, Content and Security 8.4x - 9.2
• Financials: General Ledger 7.5-9.2, Accts Payable 7.5-9.2, Inventory 8.16, Order Management 8.1, Grants Mgmt 8.4-9.1, Project Costing 8.42-9.1, Commitment Control 8.44-9.0, Asset Management 8.42 - 9.1, Contracts 8.44-9.1, Accounts Receivable 7.5-8.9, Billing 7.5-8.9, Purchasing 9.1, Student Financials 9.0, Student Records 9.0
• Quest STAT, HP ALM Test Center, GIT Version Control, Sun Solaris/UNIX Admin, Physical Database Layout and related Disk Array Striping Design for Oracle DBMS, Oracle SQL/Plus, Oracle Triggers and Procedures, MS SQL Server, Transact-SQL, C, C++, MS Office & VBA

PROFESSIONAL EXPERIENCE:

PeopleSoft CRM Development Engineer

Confidential, Salem, NH

Responsibilities:

• Performed detailed analysis to identify and made modifications needed to user identified production issues within a heavily customized PeopleSoft 8.8 CRM application environment utilizing Peopletools 8.51 and 8.54.
• Analyzied and modified complex custom Application Engine Program PeopleCode and SQL processes used, in conjunction with multiple component interfaces, as the primary PeopleSoft interface to board new merchants as well as update existing merchant data sourced from legacy non PeopleSoft front-end merchant boarding systems.
• Created Oracle database procedures and triggers in support of user defined PeopleSoft application requirements.
• Utilized Quest STAT 5.8 extensively for PeopleSoft development change control processes.
• Ultilized HP ALM Test Center to develop, run and document unit test plans.
• Create System Design and Technical Documentation for modifications to application functionality.

Senior PeopleSoft Technical Financials

Confidential, Salt Lake City, UT

Responsibilities:

• Design and create numerous nVision layouts, report requests, scopes and related database objects utilizing Peopletools 8.53 and 8.54 in support of complex Higher Education financial management, budget and external financial reporting requirements.

Senior PeopleSoft Technical Financials and Reporting

Confidential, Tuscon, AZ

Responsibilities:

• Provide supplemental support and troubleshouting services relating to PeopleSoft General Ledger, Accounts Payable and Asset Management applications.
• Nvision reporting, and Technical Financials Development.
• Created and developed Nvision reports to be run Ad-hoc with out having to go through report screens.
• Worked with Component interface, PS Query, Nvision for push button processing of Budget Status.

Senior PeopleSoft Campus Solutions Developer

Confidential, Ellisville, MS

Responsibilities:

• Designed solution to identify the latest updates to Student Admission Application data collected and stored in a custom Online Student Admission Application database, review the updated data for accuracy and then process the appropriate updates to the Student record data in the PeopleSoft Campus Solutions system.
• Configured Integration Broker Web Services and related Service Operations to expose selected PeopleSoft Student data (via WSDL’s) to be consumed by custom non-PeopleSoft student portal applications.

Senior PeopleSoft Campus Solutions Developer

Confidential, Minneapolis, MN

Responsibilities:

• Resolved defects discovered during user testing of customized and PeopleSoft delivered functionality and reporting processeswith respect to Student Records utilizing PeopleTools 8.53 as well as BI Publisher.

Senior PeopleSoft ERP Application Developer and nVision Report Designer/Developer

Confidential, Midvale, UT

Responsibilities:

• Provided post go-live support with respect to the company’s upgrade to version 9.2 of its PeopleSoft financial applications within a multi-currency environment.
• Identified and provided solution options with respect to out-of-balance ledger conditions arising post go-live.
• Performed nVision report troubleshooting including corrective reporting tree maintenance which provided the client with the ability to run complete and accurate operating unit management reports which the client was unable to run previously.

Senior PeopleSoft ERP Application and nVision Designer/Developer

Confidential, Tucson, AZ

Responsibilities:

• Provided guidance in the redesign of the company’s chart of accounts
• Redefined, built and tested new ChartField combination definitions, rules, groups and supporting chartfield combination trees.
• Assisted client in the evaluating the extremely complex processes they were utilizing to allocate service department costs to profit center operations and recommended a more traditional, logical and straightforward service department cost allocation process which the client found to be much easier to maintain and whose allocated results were more identifiable when performing analysis of its financial data.
• Performed troubleshooting relating to GL and AP processing issues.
• Designed and created numerous nVision reports, report requests, scopes and report books in support of complex audit and management reporting requirements.

Senior PeopleSoft ERP Application and nVision Designer/Developer

Confidential, Houston, TX

Responsibilities:

• Designed a bolt-on process and developed related application designer objects (complex decision based view records and Application Engine program) to utilize Grant attributes data associated with individual Grants that is maitained in various Grant related control records in order to identify invalid Chartfield combinations for Grant related transactions which had been posted to the General Ledger.
• Developed numerous nVision Layouts and Report Requests in support of state government regulatory reporting requirements.

Senior PeopleSoft ERP Business Analyst and Application Developer

Confidential, Seattle, WA

Responsibilities:

• Performed comprehensive gap analysis of a custom Physician Incentive Compensation contract management application developed by Delloitte Consulting.
• Defined and developed additional Physician Incentive Compensation contract management functionality based upon the results of the gap analysis.
• Enhanced the accuracy of incentive compensation calculations performed by the Physician Incentive Compensation contract management application by correcting the mapping source GL data value fields within various steps of the computation process.
• Significantly enhanced Physician Incentive Compensation Practice and individual Provider report quality by completely redesigning and creating new and significantly more informative reports using nVision and nVision associated nplosion and detail drilldown capabilities.
• Defined and developed new Physician Incentive Compensation contract management functionality that maintains a record of each provider’s Incentive Compensation earnings and payment history.
• Provided production support services in relation to the Physician Incentive Compensation contract management application, Tree Manager, PSQuery and nVision report distribution.

Senior PeopleSoft Campus Solutions Technical Consultant

Confidential, New York, NY

Responsibilities:

• Isolated and corrected complex PeopleCode program logic that was causing a custom student billing Application Engine program to mistakenly exclude certain students from the bill creation process.
• Provided input and guidance with respect to limiting the potential impact on current year1098-T processing of prior year tuition related data converted from the client’s legacy system into PeopleSoft and assirgned the date of the conversion (performed during the current year) as the tuition related transaction date.
• Provided production support services primarily to users of the PeopleSoft Campus Solutions Student Financials module.

Senior PeopleSoft Campus Solutions Technical Consultant

Confidential, Waltham, MA

Responsibilities:

• Performed data mapping and technical analysis of available processing options in order to create a near real-time integration/sychronization process to update relevant changes made to student data between a non-PeopleSoft financial aid system (PowerFAIDS) and the PeopleSoft 9.0 Campus Solutions system.
• Created an nVision layout and related Excel VBA Maros to extract and format Student Financials Cashier Office business date receipts detail and their related Item Type chartfield values. The nVision report instance that is generated provides the user with a one-touch pushbutton to transfer the receipt data for upload to the General Ledger. Prior to this nVision report, the entry of the receipt data was performed manually.
• Provided production support services primarily to users of the PeopleSoft Campus Solutions Student Financials module.

Senior PeopleSoft Financials Technical Consultant

Confidential, Hartford, CT

Responsibilities:

• Performed extensive analysis on and identified inconsistencies between capital asset data common to and stored in both the PeopleSoft Asset Management system as well as in the Computer Associates Asset Portfolio Management system.
• Defined technical solution to integrate and synchronize capital asset data between PeopleSoft Asset Management system and Computer Associates Asset Portfolio Management system utilizing a combination of Component Interfaces, Record PeopleCode, Application Engine Programs and Oracle DB Links.
• Provided production support services to users of PeopleSoft 8.8 Financial applications.

Senior PeopleSoft Supply Chain Management Technical Consultant

Confidential, NY

Responsibilities:

• Designed and developed a new Price Lists Component, Page, records, views and PeopleCode to enforce a new business rule, aligned with the rules used by the Price List Maintenance spreadsheet utility, requiring all products assigned to individual Price Lists to be sourced from the same Cost Business Unit.
• Defined and performed the modifications to the SQR, PeopleCode, Query, nVision Layout and VBA Macros needed to convert the PeopleSoft delivered Price List Maintenance spreadsheet utility and all of its associated single-user PeopleSoft 7.5 client-server processes to multi-user processes necessary for its use within the PeopleSoft 8 internet architecture.
• Identified and corrected the erroneous calculation of product margin percentages by the PeopleSoft delivered Price List Maintenance spreadsheet utility VBA macros
• Identified and added date related criteria which was missing from the PeopleSoft delivered query used by the Price List Maintenance spreadsheet utility. The missing date criteria caused the query to improperly return outdated Product Price data for prior effective dated versions of a Price List in addition to the correct Product Prices for the appropriate effective dated Price List.

Senior PeopleSoft Financials and Campus Solutions Techno-Functional Consultant

Confidential, Salt Lake City, UT

Responsibilities:

• Remotely performed various ad-hoc production support activities requested by client.
• Remotely created Crystal Report and related complex queries for calculating and reporting costs per credit hour and costs per full-time student equivalents.

Senior PeopleSoft Financials and Campus Solutions Techno-Functional Consultant

Confidential, Salt Lake City, UT

Responsibilities:

• Designed and developed a new General Ledger Interface between PeopleSoft Campus Solutions 9.0 and PeopleSoft Enterprise Financials 9.0. Created a new Application Engine to extract and validate accounting data from the PeopleSoft Campus Solutions database into the appropriate GL accounting line tables in the PeopleSoft Financials database through an Oracle database link. The development of the new GL Interface also included the creation of multiple PeopleSoft Application Designer objects to support the execution of the new GL Interface processes. These objects included new run control records, process definitions, a new accounting line record, multiple views, related pages and components, security, portal content references, accounting definition template, journal generator template and the set up Approval Workflow for Journals generated by the interface.
• Designed and created numerous nVision layouts, report requests and scopes in support of complex Higher Education financial management, budget and external financial reporting requirements.
• Created new multi-level detail Trees to facilitate complex summarization and reporting requirements as well as for use in Combination Editing where appropriate.
• Evaluated, set and tested the tree performance options settings appropriate for each tree.
• Defined database indexes as needed to improve report processing performance.
• Identified and corrected approval Workflow configurations which were allowing multiple submissions of journals for approval and creating multiple Worklist items that were not being cleared after approval.

Senior PeopleSoft ERP Applications Developer

Confidential, Morrisville, NC

Responsibilities:

• Modified Requisition Workflow to conform with client specified requirements of new approval processes.
• Developed interface to load, validate and log project budget data into PeopleSoft Project Costing from the client’s internally created project budget development database. The development of this upload application included the design and creation of records, file layouts, components, pages and a decision based application engine program to load and validate different budget types from varying sources.
• Developed complex application to load very large (13,000 to 50,000) Project Costing Rate Set definitions from Excel Spreadsheets. The development of this upload application included the design and creation of records, file layouts, component interfaces and an application engine program to stage and load Project Costing Rate Sets.
• Set up Application Messaging and validated the related XML schema used to Update Project Costing data in a PeopleSoft 8.4 database for changes made to Project Costing data in a PeopleSoft 8.9 database.
• Defined and implemented Portal registry structures and Permission Lists in PeopleSoft Financials 8.9 relating to newly developed Components and Pages added as new Menu Items.
• Developed a custom Project Initiation Checklist to facilitate the creation of new Projects and Contracts and their post creation supervisory review.
• Created Component Interfaces to facilitate data uploads via the PeopleSoft delivered ExcelToCI Utility or Application Engine programs.

Senior PeopleSoft Techno-Functional Consultant

Confidential

Responsibilities:

• Setup and executed Grants related PeopleSoft delivered integration processes to update Project Costing tables with project related transaction data from various PeopleSoft application modules including Purchasing, Accounts Payable, Billing and Accounts Receivable and the General Ledger
• Performed post-production data integrity analysis between Project Costing tables and related feeder system (PO, AP, GL, Billing, Grants, AR and Commitment Control) tables.
• Performed GL Journal uploads and validation analysis of Excel spreadsheets containing client prepared corrections associated with 6 months worth of incorrectly coded payroll data that had been passed into Financials from HCM Time & Labor.
• Created Account and Project Trees for use with nVision and PSQuery.
• Provided one-on-one training in the development of nVision report layouts.
• Created process definitions, recurrence definitions, jobs, jobsets and related schedules for running various recurring processes in Process Scheduler.

Senior PeopleSoft Data Warehouse Technical Consultant

Confidential, Rochester, New York

Responsibilities:

• Created custom PeopleSoft EPM 8.8 Fact and Dimension tables for the analysis of sales returns, actual to plannned sales and to monitor the movement, expiration periods and on-hand quantity of inventory which is consigned out to and stored at numerous customer locations.
• Created File Layouts, Application Engine programs, pages and components needed to load Sales Plan data into data warehouse staging tables from CSV files.
• Developed Application Engine programs to load Fact and Dimension tables from Operational Data Store and data warehouse staging tables
• Defined Meta Data for Records, Metrics, TableMaps, DataMaps, Engines, Jobs and Jobstreams required for scheduling Data Warehouse processes through Process Scheduler.
• Defined and assigned temporary tables to facilitate parallel processing of Application Engine processes in Process Scheduler.
• Defined Report Nodes for Distribution of Reports to Report Manager.
• Adjusted server definitions to facilitate faster Process Scheduler request response times.
• Created new Data Mart and Product Definitions
• Defined Data Mart Elements, Hierarchies, Levels, Dimensions, Fact Tables, Metric Security, Activation Objects and Build objects.

Senior PeopleSoft Financials Application Developer

Confidential, New York, New York

Responsibilities:

• Acted as Lead Developer for multiple custom bolt-on PeopleSoft application design and development projects.
• Developed a custom bolt-on Grant and Project Costing application to provide project and program managers with a central location where they are able to access, update and manage information related to the Grants and/or Projects for which they are responsible. This custom bolt-on allows users to view a 3 year (prior, current and next) Grant Funding and Budget summary, a 3 year Budget summary for each Project associated with that Grant and a summarized project level breakdown of current year cumulative budget, expenditure, encumbrance and advance activity. In addition, this custom application provides the necessary functionality to record and monitor Grant and Project related qualitative data used to measure levels of success toward the achievement of United Nation goals. The application also provides new and greatly simplified Project Budgeting functionality.
• Designed and developed a custom PeopleSoft application to track and report on Global Environment Fund Grant Approval history.
• Created component interfaces along with ExcelToCI Utility data upload templates used for the conversion of Grant Approval history data from a legacy database.
• Created process definitions, recurrence definitions, jobs, jobsets and related schedules for running various recurring processes in Process Scheduler.
• Developed multiple Crystal Reports relating to Global Environment Fund Grant Approval history.

Senior PeopleSoft Technical Consultant

Confidential, Glastonbury, Connecticut

Responsibilities:

• Analyzed and Created graphical depictions of the data flow dependencies and related integration requirements between client legacy applications and PeopleSoft 8.8 GL, AP and PO modules.
• Designed and Developed nVision report layouts, scopes and report requests comprising Consolidated and standalone Balance Sheets and P&Ls, and Departmental Budget to Actual Current Period, QTD and YTD Comparison Reports .

Senior PeopleSoft Technical Consultant

Confidential, McLean, Virginia

Responsibilities:

• Involved in PeopleSoft HRMS upgrade from 8SP1 to 8.8SP1 (HR, Benefits, Payroll, Compensation, Time and Labor, Training, Competencies, eRecruit, eProfile, ePay).
• PeopleTools development to apply PeopleCode, SQR and Application Engine program customizations.
• Utilized Quest STAT change control tool for PeopleTools object versioning of and migration tracking.
• Configured Enterprise Portal 8.4 to work with the new HRMS 8.8 application.
• Created and/or Updated PeopleSoft security related Permission Lists, Roles, Process Groups, Object Security, User Profiles and Component Interface Security.

Senior PeopleSoft Financials Technical Consultant

Confidential, Orlando, Florida

Responsibilities:

• Acted as Lead developer (coordinated development and testing activities of up to 6 individuals) for the design and development of Meta-Data driven MS SQLServer Transact-SQL scripts that dynamically generate SQL to identify all PeopleSoft application tables (GL, AP, IN, PC, AM) having fields storing PROJECT ID and/or DEPTID values and selectively transform those values for all historical transactions to reflect new values based upon the restructuring of Project and Department ID codes. The scripts also dynamically generate SQL to identify rows of data for which the transformation of their PROJECT ID and/or DEPTID values would result in multiple duplicate key rows and aggregate those rows into a single row to avoid unique constraint issues during transformation.
• Reduced overall data conversion processing time by more than 60% as the result of analyzing, redesigning and rewriting PeopleSoft delivered data conversion processes relating to upgrading a PeopleSoft Financials system (GL, AP, IN, PC, AM) from v7.02 to 8.18 and then to 8.42.
• Provided one-on-one instruction to internal staff developers in Application Engine development and the development of various types of interfaces using PeopleSoft 8.4 integration tools.
• Developed Application Engine programs for multi-stage loading and summarization of asset cost, amortization and related project cost data by fiscal year and period into a table used for reporting various capitalized publication project costs, amortization, publication statuses and other information.
• Created numerous crystal reports for combined asset management and project cost reporting.
• Created and/or Updated PeopleSoft security related Permission Lists, Roles, Process Groups, Object Security, User Profiles and Component Interface Security.