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Sr. Consultant/peoplesoft Reporting Sme Resume

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Charleston, SC

SUMMARY:

  • Senior Analyst/Consultant/PeopleSoft SME with 20 years of experience impacting performance of multi - million dollar organizations, operations and ventures in operations, finance and Confidential environments with 8 PeopleSoft ERP implementations and 6 upgrades.
  • Excellent PS Developer, Analyst and Project Manager with project framework; follow through planning and feedback, problem solving, troubleshooting and strategic planning skills. Efficiently manage budgets and timelines, Change Requests, hands on Risk Management, and timely deliveries with clear understanding of customer needs. Identification of deficiencies and potential opportunities with planning and development of innovative and cost effective solutions using core system functionality. Expert in resolving requirements vs functionality/development conflicts. Meetings facilitation with requirements, developer and test teams to overcome obstacles, to find system updates, to resolve process/migration issues and to resolve defects and open CRs in Phire.
  • Expert in technical writing and techno-functional aspects of PeopleSoft ERP with Confidential, Campus Solutions and FSCM 8.8, 8.9, 9.0, 9.1 and 9.2 versions, PeopleTools 8.53, 8.54 and 8.55 (Application Designer, Application Engine, Fluid User Interface, SQR, Tree Manager, Crystal Reports, nVision Reports, Process Scheduler, Integration Broker and BI Publisher) with modules Time and Labor, ePerformance, Recruiting Solutions/eRecruiting, eBenefits, Benefits Administration, Enterprise Learning, Absence Management, Payrolls (Global and Payrolls of America), eProfile Management, Supplier Contract Management, Purchasing, eSupplier Connection, Project Costing, Budget, Accounts Payables, Account Receivables, Commitment Control, General Ledger, Purchasing, Billing, Treasury/Cash Management, Customer Contracts, Campus Solutions (Student Enrollment, Degree Planning, Student Financial Aid/Financials, Learning Management, Campus Self Service, and Campus Analytics) and integration with other applications and PeopleSoft modules.
  • 11 yrs. experience in requirements gathering, fit/gap analysis, MoSCoW prioritization method, business rules and use case development, access level specifications; analysis and setup, requirements cleanup, CR tracking and workflow routing with default and optional routings, technical documentation, planning, integrating and designing user interface, test script reviews and creation, test plans development, testing and identification of defects, user Interface Quality Assurance, functional and System Testing.
  • SDLC proficient with overall project support in Agile, Waterfall and Scrum methodologies. Direct and design user interfaces with screen examples, data sources/mapping and status updates. Compete configuration and setup of SuccessFactors and ePerformance/Recruiting Solutions, security setup and testing for various access levels; routing scenarios and testing support with timely accuracy. Manage and develop user functionality details for user training manual, story boards and User Productivity Kit/UPK presentations and reviews.
  • Expert in financial analysis, balance summaries, statements, forecasts, projections, financial reporting; audits and recommendations, reconciliation and statistical analysis; budget allocations; month-end/year-end closings, benchmark reports, Big Data and Meta Data analysis.
  • Proficient in PeopleSoft configurations with setup of Finance, global/NA Payroll and Benefits areas such as Business Units, Calendars, Locations, Tax Tables, Payee/Bank definitions, New vendor setup, Absence processing, Languages, Currencies, Countries, EMU setup, Rule definitions, Elements and Events for deductions, prorated rules, rounding, accumulators and formulas for PS 9.2 Confidential implementation, migrations and upgrades for multiple locations.
  • Proficient in handling enormous data sets, query writing; data mining, reports and presentations, data quality analysis and modeling; data clean-up, data aggregation, data massaging, data manipulation and presentation techniques with over 16 years of hands-on experience using Oracle SQL server, Microsoft SQL Server, Toad, Teradata, Informatica, Hadoop, Big Data, Access and many other systems in Government, Healthcare and Finance environments.
  • Ambitious, driven and confident, lifetime learner, adaptive and high scores on integrity, team building and leadership. US Citizen, working under Active Secret Clearance, proficient in many languages, pursuing PhD.

PROFESSIONAL EXPERIENCE:

Confidential, Charleston, SC

Sr. Consultant/PeopleSoft Reporting SME

Responsibilities:

  • Financial Analysis and Reporting, Quality Assurance, feedback and support on PeopleSoft 9.2 Confidential and FSCM implementation project with CAPPS and legacy systems.
  • Troubleshooting on issues previously identified in government testing, identifying system deficiencies and suggesting core and customized solutions.
  • Performed Global and NA payroll Fit/Gap analysis for 1200+ federal requirements impacting overseas US embassies staff.
  • Developed SQL queries, data mining, analysis development; research and troubleshooting on various complex Global and North American Payroll issues, Time and Labor discrepancies and deductions calculations related issues.
  • Provided guidance on system setup; and data analysis rules. Created financial reporting timelines and data reporting user guides for step by step process runs, data mining and reporting presentations.
  • Performed system and functionality testing using variety of methods and scenarios, created test scripts, developed SOPs/guides and issues documentations.
  • Systems used PeopleSoft Confidential /FSCM 9.2, PeopleTools 8.54/SQR, COBOL, CAPPS, Oracle SQL Developer, Toad.

Confidential, UTAH

Sr. Consultant/PeopleSoft Functional SME

Responsibilities:

  • Supervised and supported PeopleSoft 9.2 upgrade on a short term project for Confidential Utah.
  • Configuration and setup of new vendors; new benefit plans; benefit programs and deduction tables/rates, modification and addition of eligibility and event rules, updating benefit tables and complete open enrollment setup of Base eBenefits, Benefits Admin, Automated Benefits, Billing and Accounts Receivable in the county development system.
  • Analysis and troubleshooting on issues previously identified in automated billing, Benefits Admin, Absence Management, Time and Labor areas, fixed and tested.
  • Performed data quality research, recommendations and testing of PeopleTools 8.55 upgrade, PeopleSoft 9.2 Confidential upgrade, Open Enrollment session, PeopleSoft FSCM functionality and integration with Payroll s, AR, AP, General Ledger, and Contractor Management.
  • Created Billing steps and SOPs for client to follow each month/yrs. for validation and system troubleshooting.
  • Developed training Material and guides for future enhancement, troubleshooting and system configuration.
  • CRM documentation, replies to queries and concerns, system functionality management and issue resolution.

Confidential, New Orleans, LA

Sr. Implementation Consultant

Responsibilities:

  • Implementation project for Confidential for PeopleSoft 9.2 Confidential ; designed new Retirements & Separations Self-Serve system and dashboard from 18000+ requirements and electronic form submission capabilities. Worked under Active Secret security clearance.
  • Designed framework, identified development vs functional challenges as a subject matter expert and Business Analyst on PeopleSoft Confidential 9.2 vs FRD functional requirements. Developed fit/gap analysis, MOSCOW Priorities, requirements analysis, process analysis and identification of areas of enhancement; system modifications, user profile/data enhancements, As-is vs To-Be analysis, strategic planning, data analysis, data mapping, data elements and logical indexing, tables and fields mapping, system design documentation for PeopleSoft, test scripts, technical documentation, use cases, business rules and process diagrams. SSRS development, SQL queries, maintained data integrity, accuracy and compliance and performed data related audits.
  • Developed user security appendices, workflow routing, security and access setup, user Self-Serve functionality and screen designs, user report development with crystal reports; Excel, Hyland OnBase ECM server specifics for fax and email, developed queries and nVision reports, Created PowerPoint slides and training material, User Productivity Kit (UPK) presentations and Story-Boards, Change Requests/CR tracking, CRM Management documentation, System Configurations, functional/ETL, UAT and BI testing, test Scripts & scenarios, system and data analysis, defects resolution, SSS and SRS updates, SRS Appendices, SRS Report Specification documentations and User Training Documentation.
  • Worked with PeopleSoft Confidential 9.2 (complete with ePerformance/Recruiting Solutions & Workforce Mgmt.), PeopleSoft FSCM 9.2, PeopleTools 8.55 (App designer, Fluid User Interface, Integration Broker), NSIPS & NEOPS, legacy systems, HP ALM/QC (Application Lifecycle Management Quality Center), Hyperion EssBase, MS Word, MS Access, MS Excel and Serena Dimensions, IBM DOORs, Visio, Hyland OnBase ECM/BPM, PS UPK, IBM-SPSS, IBM Business Objects, Benthic (Golden 32), Ab Initio, Phire, Toad for Oracle 11, Toad for Data Analysts 3.0 and Toad Data Modeler 4.1.

Confidential, Houston, TX

Project Manager / Implementation & Upgrade Consultant

Responsibilities:

  • Worked with Global Planning Organization’s Finance, HR, Supply Chain, Purchasing & IT departments at corporate office which oversee 6000 global employees and manage HR and financial activities including high volume international employee (Expats) movements, determine workforce needs, and troubleshoot project resources, eBenefits, Benefits Admin, budgets, payrolls and self-service issues during PeopleSoft FMS/ Confidential 9.2 upgrade.
  • Complete Setup and configuration of Global Payrolls and eBenefits including Calendars, Locations, Tax Tables, Payee, Absence Processing, Time and Labor and Basic company configurations setup (Languages, Currencies, Countries, EMUs) for PS 9.2 Confidential implementation for multiple locations.
  • Defined rule definitions and the elements for deductions, prorated rules, rounding, accumulators and formulas for the Global Payroll in PS 9.2 Confidential environment for Middle East and Azerbaijan regions.
  • Developed process documentation, user training manuals and guides for global payroll for multiple regions.
  • Developed reports, SQL queries, table maintenance, data mapping, metadata profiling, big data research and evaluations; and data validation for PS 9.2 Confidential .
  • Developed monthly payrolls/bonus reports and data audit schedules and check sheets. Performed employee retention analysis, audits, assessed training needs and analyzed performance reviews for succession planning.
  • Reconciled payroll test runs against setup and updated earnings/deductions/benefits/taxes configurations.
  • Supported complete PS ERP 9.2 implementation and gathered requirements, created PeopleSoft and OnBase ECM use cases, business rules and business analysis, and developed documentation and report specifications/routing matrix per user role and workflow for finance, operations and HR departments for Docusign. Created UPK presentations, Client Relationship Management (CRM), job costing and forecast/trends reviews/presentations.
  • Supported finance and payrolls department functions at corporate office which oversees 6000 global employees including high volume international employee (Expats) movements, determine workforce needs, and troubleshoot project resources, benefits, budgets, payrolls and self-service dashboard issues during PeopleSoft FSCM/ Confidential 9.2 upgrade and implementation on multiple locations.
  • Maintained transactions in Treasury Cash Management module 9.2 by creating and updating entries, reconciled spending with Cash Management/bank transactions.
  • Developed annual talent and performance review reports and matrix/job requisitions for upstream projects. Developed position forecasts with benchmarking historical data and trends analysis. Tracked hiring, promotions, compensation, LOA, terminations and training. Developed monthly financial travel reports, regional movement summaries, employee headcounts and expat/leaver tracking. Performed position reviews, salary calculations, rewards analysis based on performance and market data analysis.
  • Provided oversight and executed Compliance Data Governance policy. Managed and supervised projects that include requesting, profiling, extracting, analyzing, testing and reviewing data; developed formal reporting and ad hoc analysis of key categorical and transactional data. Established data quality parameters and reviewed data quality process to ensure reports and analysis were meaningful and accurate; initiated technology projects and made sure data quality issues were resolved.
  • Managed data accuracy for global teams located in US, UK, Canada, Angola, Azerbaijan, Egypt, Indonesia and Middle East using PeopleSoft 9.1 ERP 9.1, OSISoft, PeopleSoft ERP 9.2, SSRS, SAP Confidential, PSPC, PeoplseSoft ECM 9.1 and Tieto PI and EC.

Confidential, Houston, TX

PeopleSoft Implementation Consultant

Responsibilities:

  • Worked as HR and financial consultant on PeopleSoft 9.1 FMS/ Confidential implementation project. Provided complete SDLC support with functional, system and data analysis, user interviews, requirement gathering, fit/gap analysis, business rules and technical writing, change management, software design, flow charts, testing scripts, functional testing, recommendations on business process enhancements.
  • Developed nvision reports for various departments and wrote queries to enhance existing reporting module. Worked with finance and HR departments for reporting needs and setup of user profiles, security/access rights and reporting access authorizations.
  • Created labor cost analysis, tracked positions and vacancies, performed student financial analysis, loan grants and assets reports, data audits, created HR and finance reports and budget scenarios all based on individual departmental needs.
  • Supported ePerformance implementation with design, configuration, analysis, development, testing and user training. Created and Managed Process documentation, design and workflow evaluation; MSS and ESS dashboards, user roles, security, workflows, ratings, delegations, calculations, content catalogue, calendars, goals templates, and documents/emails/texts setup. Developed search indexes, special processing criterions, debug and objects permissions setup, integration and setup with HR, Profile Manager, Planning Salaries, Enterprise Learning and Career/Succession Planning. Developed Business Rules; use cases, testing scenarios for system and functional testing, SOPs and user training guides and manuals, technical documentation.
  • Developed change management and user trainings presentations in PeopleSoft User Productivity Kit/UPK and tracked requirements changes about policies, headcount, leavers, new hires and departmental transfers. Developed requirements, business use cases, business rules, functional design and reporting specifics for PeopleSoft modules AR/AP/GL/eProcurement/Asset Mgmt., budget, Commitment Control, Supply Chain Mgmt. Supplier Contracts, Confidential /Compensation, Global and North American Payrolls, Base/eBenefits, Benefits Admin, Time and Labor, Absence Management, eProfile, Manager and Employee Self-Serve, Talent Management, ePerformance, Enterprise Learning, Campus Solutions, Succession Planning, Career Planning, Recruiting Solutions, and eRecruiting, along with other programs such as Swift Business Process Solutions, Hyperion Essbase & Reports and Kronos time keeping modules.

Confidential, Houston, TX

Lead Benefits Analyst/Business Analyst

Responsibilities:

  • Configured Global Payrolls for multiple global organizations in PeopleSoft 9.1 Confidential environment.
  • Performed setup of Global Payroll Calendars, Locations, Tax Tables, Payee and Bank definitions, Absence Processing, Languages, Currencies and Countries for PS 9.1 Confidential implementation for multiple organizations.
  • Defined rule definitions and the elements for deductions, prorated rules, rounding, accumulators and formulas for the Global Payroll in PS 9.1 Confidential environment for Canada, UK, Germany, and US based organizations.
  • Developed process documentation, user training manuals and guides for global payroll for multiple regions.
  • Developed reports, SQL queries, table maintenance, field mapping, metadata and big data profiling; research and validation. Reconciliation and updates of benefits and payroll tables and calculations.
  • Managed system’s technical and financial aspects for accuracy and managed Chevron Phillips employee benefits for 60,000+ enrollees in PeopleSoft FMS and Confidential (ePerformance/Recruiting Solutions) with table management, security setup and access management along with issues resolution, user proxy, web interface setup, data comparison/clean up, finance and HR table audits, manager goals matrix and extensive system testing and batch processing.
  • Organized and supported ePerformance implementation with design, configuration, analysis, development, testing and user training. Created and Managed Process documentation, design and workflow evaluation; MSS and ESS dashboards, user roles, security, workflows, ratings, delegations, calculations, content catalogue, calendars, goals templates, and documents/emails/texts setup. Developed search indexes, special processing criterions, debug and objects permissions setup, integration and setup with HR, Profile Manager, Planning Salaries, Enterprise Learning and Career/Succession Planning. Developed Business Rules; use cases, testing scenarios for system and functional testing, SOPs and user training guides and manuals, technical documentation.
  • Created testing scenarios, SQL and Access queries, set-up of user access. Performed testing by scenarios, criteria and logic validity, system analysis and table updates on daily basis along with open tickets/system issues, user queries, problem resolution, and interface troubleshooting.
  • Used MySQL, PS queries, Application Designer, PeopleTools and PeopleCode, developed/designed nVision reports, worked extensively with Phire, SSRS, OSISoft, PeoplseSoft ECM 9.1 and Tieto PI.
  • Supported payrolls dept. with retro pay configurations and FLSA OT adjustment configurations.
  • Trained internal and external HR Managers in compensation and Benefit portals and documentation.

Confidential, Houston, TX

Sr. HR/Financial Data Analyst

Responsibilities:

  • Managed functional and technical aspects of 44 practices along with seven regional directors. Worked as functional analyst for Confidential and financial/treasury departments with system analysis, system setup, benefit calculations, physician bonuses, grants and budgets, student financials, employee headcount and benefits benchmark reporting, analysis presentation, testing, troubleshooting and development of process documentations.
  • Provided support and feedback on practice operations, physician and vendor contracts, financial management, financial analysis for trends, costs and forecasts for merger/acquisitions, budget allocations and accruals in finance environment.
  • Data-mining, monthly/annual audits and table management for system and financial modeling and financial trends analysis for all practices.
  • Tracked spending and made corrections, additions and updates into PS Treasury Cash Management module, reconciled transactions and developed reports for Risk Manager’s review.
  • Managed reporting for compensation, benefits, expense accounts, absence management, payrolls, budgets, and open enrollment.
  • Provided implementation and upgrade support with documentation, testing, troubleshooting and timely feedback. User training slides on PeopleSoft 9.1, EPIC and Hyperion Essbase11.1.2systems.
  • Supported ePerformance implementation with design, configuration, analysis, development, testing and user training. Created and Managed Process documentation, design and workflow evaluation; MSS and ESS dashboards, user roles, security, workflows, ratings, delegations, calculations, content catalogue, calendars, goals templates, and documents/emails/texts setup. Developed search indexes, special processing criterions, debug and objects permissions setup, integration and setup with HR, Profile Manager, Planning Salaries, Enterprise Learning and Career/Succession Planning. Developed Business Rules; use cases, testing scenarios for system and functional testing, SOPs and user training guides and manuals, technical documentation.
  • Developed business strategies and processes to improve operational processing and productivity across the departments.
  • Managed accounting projects, facilitated timely status meetings for senior leadership and provided slides and reports of the current status. Programs Used: PeopleSoft FSCM 9.1, Treasury; Cash Mgmt., Budget, Supplier Contracts, Inventory, Commitment Control, Campus Solutions, UPK, PeopleSoft Confidential 9.1( Complete with ePerformance/Recruiting Solutions/Time and Labor) ADP, Hyland onBase ECM, Hyperion Essbase11.1.2, Minitab,, EPIC Practice Management, Meditech Advanced Database, SuccessFactors Succession Planning, Excel (pivot tables & formulas), and Access (new data bases, new tables, & running queries) and Kronos.

Confidential, Houston, TX

Sr. Data Consultant/Business Analyst

Responsibilities:

  • Worked at global managed care organization which provides healthcare services to US and international families at 54 hospitals and 15 LTC facilities.
  • Configured Global Payroll setup for multiple global organizations in PeopleSoft 9.0 Confidential environment.
  • Performed setup of Global Payroll Calendars, Locations, Tax Tables, Payee, Bank definitions, Absence Processing, Languages, Currencies, Countries, EMU for PS 9.0 Confidential implementation for multiple locations.
  • Defined rule definitions and the elements for deductions, prorated rules, rounding, accumulators and formulas for the Global Payroll in PS 9.0 Confidential environment for US, Canada and Mexico regions.
  • Developed process documentation, user training manuals and guides for global payroll for multiple regions.
  • Developed reports, SQL queries, table maintenance, data mapping, metadata profiling, Big Data research and data validation for PS 9.1 Confidential .
  • Managed accounting and HR system updates projects and assisted senior leadership in budgets, reporting analysis and user training needs.
  • Worked under contract with Department of Defense ( Confidential ), responsibilities included support to financial system implementation (PeopleSoft FSCM 9.0) with documentation, financial management, status reporting, testing, Client Relationship Management (CRM), troubleshooting, system analysis and user training under direct supervision of Director of Finance.
  • Performed AM/AR/AP/GL/eProcurement/Treasury analysis, variance reports, balance sheets, financial statements, journal entries, reconciliations and monthly audits. Ad-hoc, benchmarking and forecast/modeling reports, cost and trend analysis, data mining, data audits, summary; recommendations and presentations.
  • Worked with operations department and provided feedback on compliance, utilization, coding and payment rationales for data verification with reference documentation.
  • Worked as a SME, liaison and company specialist between business and IT departments during implementation and upgrade.
  • Gathered requirements with interviews and shadowing methods. Verification of accuracy for claims activity and unbundling/up-coding tracing with or without recommendation reports.
  • Supported ePerformance implementation with design, configuration, analysis, development, testing and user training. Created and Managed Process documentation, design and workflow evaluation; MSS and ESS dashboards, user roles, security, workflows, ratings, delegations, calculations, content catalogue, calendars, goals templates, and documents/emails/texts setup. Developed search indexes, special processing criterions, debug and objects permissions setup, integration and setup with HR, Profile Manager, Planning Salaries, Enterprise Learning and Career/Succession Planning. Developed Business Rules; use cases, testing scenarios for system and functional testing, SOPs and user training guides and manuals, technical documentation.
  • Established financial and AR audit processes following OIG (Office of Inspector General) guidelines using RAT-STATS, PeopleSoft AR/AP/GL/Asset Mgmt. modules, made post audit recommendations identifying areas of improvement, and expected outcomes.
  • Provided feedback and analysis on productivity, marketing, Supply Chain, Purchasing and Confidential benefits, succession planning, goals and manager reviews, vendor issues and budget coordination.
  • Performed system configurations, data verification, created DFDs, complex testing matrix, and led project for new acquisition. Programs used MS word, Excel, PeopleSoft FSCM 8.9 and 9.0 with Supplier Contracts, Treasury Cash Mgmt., Budget modules, FSCM/Supply Chain, PeopleSoft Confidential 9.0 with ePerformance/Recruiting Solutions and ADP, PS User Productivity Kit/UPK, SuccessFactors Succession Planning, Ingenix knowledgebase, Hyperion Essbase11.1.1, SQL, Crystal Reports, MS Project, Visio, Kronos and Axure Pro.

Confidential, Houston, TX

Data Reporting Manager

Responsibilities:

  • Reported-to and assisted CFO/Controller in accounting and preparing labor related financial reports; AR/AP, GL and deposit postings, variance reports, monthly profit and loss analysis, balance sheets, account reconciliations, audits, budget allocations, month-end closings, compensation and bonus analysis.
  • Account write-offs for up to $1000 with full authority. Programs used: SAP financials, PeopleSoft Confidential 8.5, Oracle SQL Server, ADP Pay Mgmt., Hyperion Essbase 9.3.1, Meditech, MS Office.
  • Data mining; data quality analysis; Elevated reports preparation & delivery to the corporate office for PPD, CER, Census, and Labor Data. Trained and Supervised 3 data analysts/accounting employees.

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