Education

Bachelor of Science - Computer Information Systems.
Master of Business Administration - Information Technology/Finance.

Experience

EBS Consulting LLC, Independent Consultant, Confidential Mettawa, IL (Apr 2007 - Present)
SME for an implementation of PeopleSoft GL Financials for an International Bank (US, UK, Hong Kong).

• Led an international team on defining requirement. Functionality included:
• Multi-Currency/Multi-Ledger
• Multi Book Code
• Currency Sell
• Revaluation
• Translation
• Consolidations
• Daily and Year End Close
• Chart of Accounts (including custom chartfields)
• Create Requirement and Design documentation for multiple countries:
• US
• UK
• Hong Kong
• Work with offshore resources on technical documents for customizations
• Currency Sell - Process that shows the Bank’s exposure to currency risk
• Backdate Process - This allows an incremental update of the ledger due to the daily close requirements
• Reports
• Interfaces to/from 3rd Party Systems
• Create testing documents/scripts:
• Create Test Plans
• Create Test Data
• Inputs
• Expected Results
• Work with Infrastructure/DBAs on processing tuning
• Created Schedules using Control M and Process Scheduler
• Creating custom security process for financials platform.
• Multicurrency Subject Matter Expert (SME) on project to move from PSGL to a mainframe system.

Accenture Manager, Confidential, Houston TX (Sept 2006 - Mar 2007)
SME resource for a reimplementation PeopleSoft GL, AP, AR, PO, Expenses Financials for a Utility company

• Lead a team of Accenture consultants
• Led a local team on defining GL requirement. Functionality included:
• Multi Book Code
• Revaluation
• Translation
• Allocation
• Monthly Close
• Chart of Accounts
• Led a local team on defining AP requirement. Functionality included:
• Paycycles
• 1099 Processing
• Vendor/Employee Configuration
• Payment/Transmissions to Bank
• Payable accounting/interface to GL
• Led a local team on defining Expense requirement. Functionality included:
• Expense Configuration
• PerDiem/Credit Card/Exchange Rate interfacing
• Approval Workflows
• Expense Accounting/interface to GL, AP, 3rd Party Payroll System
• Defining Expense user, approvers security roles
• Led a local team on defining Purchasing. Functionality included:
• Vendor Creation
• Purchasing Items Creation
• Requisition Processing
• Purchase Order Processing
• Receiving Processing
• Create testing documents/scripts:
• Create Test Plans
• Create Test Data
• Inputs
• Expected Results
• Design/test interfaces between PeopleSoft/Hyperion
• Work with Accenture offshore development team
• Work with Infrastructure/DBAs on processing tuning
• Created Schedules using Control M and Process Scheduler

Financial Project Implementer, Confidential San Diego, CA (Jan 2000 - Sept 2006)
Implementation of Documentum 5.2 eRoom for GL Schedules Approval and Board Of Directors eRoom.

• Designing/Creating Lifecycles/Workflow
• Designing/Creating Business Objects to automate workflows for PeopleSoft GL Templates
• Implementing Reporting Tool (Cognos)
• Creating Users/Groups/Security
• Training Users/Tech team
• Created Secured Board of Directors Packages by using Adobe/ Adobe Policy Server
• Assisted on creation of eRoom, working with the CFO and his assistants.

Resource for PeopleSoft Financials GL, AP, AM

• Led local team on defining in Asset Management. Functionality included
• Defining Asset Profiles, Categories, Multi-Book setups
• Defining Conversion processing for asset and financial conversion effort from legacy Asset system
• Asset creations
• Depreciation Processing
• Retirements and disposals Processing
• Interfacing to GL
• Created files to export data to third party project system.
• Created Interfaces To/From Peregrine Asset Management System
• GL Processing Support
• Supported Month End Processes
• Supported International integration
• Created nVision reporting
• Supported GL Processes - Consolidations, Multi-ledger, Journal Generation
• AP Processing Support
• Supported AP Processing - Paycycles, Vendor setup
• Supported integration with Third Party Systems for AP/AM/GL systems
• Supported Payment (Wire, Check) transmission processes
• Design/Test Matching/ERS

Project Lead for upgrading Extensity Expense Module from 5.6.2 to 6.1.

• Created Delta Requirement document by comparing new functionality to existing functionality and customization
• Created design documentations for new functionalities
• Coordinating with IT/Functional resources for migration responsibilities
• Design commitment control for Government Expense Management
• Configured VAT for international rollout

Project Lead for implementation (10 people) of Extensity Time and Expense system (Java applet front end, Oracle backend, Sun Solaris Unix Server, PeopleSoft ERP) for an international manufacturing company

• Worked with international team (US, China, India, Netherlands, UK, Germany) on defining Expense requirement. Functionality included:
• Expense Configuration
• PerDiem/Credit Card/Exchange Rate interfacing
• Approval Workflows
• Expense Accounting/interface to GL, AP, 3rd Party Payroll System
• Gathering Accounting Requirements for Expense Accounting
• Accounting Reconciliation
• Accounting processing for Ledger/Subledgers
• Processes for Credit Card processing
• Payment Processing for Credit Card reimbursement
• Payment Processing for Payroll reimbursement
• Creating Training Materials for Users
• Creating Test Plans and expected results
• Design European VAT processing
• Defining security roles for international users/preparer/approver
• Creating interfaces between Extensity and PeopleSoft
• Populating Expense Subledger
• Populating Custom Expense Tables
• Populating Voucher Tables for payment of Credit Card transactions
• Creating Journal templates for Journal Generation
• Troubleshooting Worldwide (Asia/Europe/North America) Users Functional Problems
• Designing Budgeting/Fraud Reporting for Business Needs
• Created Universes for Business Objects 5.1
• Created Catalogs for Cognos 7
• Created Reporting for each international office.

Project Lead for implementation of Cognos Budgets for Customer Forecasting (migrating from Hyperion) and Project Budgeting. Project Lead for Migration from PeopleSoft 7.5 to PeopleSoft 7.0 for spin-off of business units for an international manufacturing company.
Functionality included:

• Gathering Requirements for Business Units
• Writing Technical/Functional Specs and Flows
• Designing Application
• Configuring system to meet user needs
• Testing-Troubleshooting Application
• Setup Project Costing and migrated PC Data from 7.5 to 7.0
• Migrated Vertex from 7.5 to 7.0
• Migrated Allocations/Eliminations/Consolidation from 7.5 to 7.0
• Migrated and modified Interfaces from 7.5 to 7.0
• Supported/Troubleshoot Custom compliance system.
• Created reports using Cognos Impromptu
• Researched Freight Rate/Compliance systems.
• Design programs from several ERP system to send account codeblock to Freight Forwarder

Confidential, Independent Consultant, Confidential, Las Vegas, NV (Oct 2000 - Nov 2000)
Technical troubleshooter for shared service center located in Las Vegas/Cork Ireland (Implementing PO/AP/GL/AR/Billing) for an international Manufacturing company:

• Fit Gap Analysis for PeopleSoft Purchasing and Business Process Design
• Current and Future Business Process Flow Documentation
• Design Technical and Functional Customization Specifications
• Develop and Conduct End-user and Super-user PeopleSoft Training
• Design and spec new reports (Crystal and SQR)
• Review and test application upgrades/fixes
• Determine and specify data conversion parameters and test conversion scripts
• Develop test scripts and manage testing of delivered and modified functionality and interfaces
• System setup across environments
• Design Documentation
• Post Production Support
• Business Process Design/Workflow Specification
• Business Process Design/Workflow Setup
• Business Process Design/Workflow Development and Testing
• Create/Publishing documentation
• Meeting with Stakeholders on project process
• Providing mentoring to technical team members
• Perform code review
• Modification to existing Application Engines
• Assist in trouble shooting
• Solving VAT/Documenting Sequencing problems
• Rewriting VAT Application Engine/COBOL Process to allow Clients needs (Inclusive/Exclusive).
• Worked with Client and PricewaterhouseCoopers

EBS Consulting LLC, Independent Consultant, Confidential, San Diego (Jan 2000 - Sept 2000)
Technical lead (Team of 3- Implementing PO/AP/IN/GL/OM/BI) for an international Manufacturing company

• Designing Application Enhancement for Purchasing/General Ledger
• Writing Technical/Functional Specs
• Perform code review
• Provide enhancement estimates
• Perform application development
• Perform application enhancements
• Develop data conversion programs
• Configuring the Purchasing/GL modules
• Modification to existing Application Engines
• Design reports for reporting needs
• Develop interfaces
• Create/publishing documentation
• Assist in unit/system testing
• Assist in trouble shooting
• Assist in Flow through transactions (Designing/Creating Oracle PL/SQL procedures to replace batch processing)
• Providing mentoring to technical team members

EBS Consulting LLC, Independent Consultant, Confidential, Hemel Hempstead, UK (Nov 1998 - Oct 1999)
Functional and Technical Consultant for PeopleSoft Financial Implementation (Project Costing, Billing, General Ledger, Accounts Payable, Accounts Receivables, Purchasing) for an international consulting company

• Working with users to define business process Purchasing/Budgets/Accounts payable needs
• Determining how to meet these needs by using the Configuration Tables setup, or by creating customizations
• Creating/Publishing documents with these findings
• Creating/Publishing business process flows
• Determining project plans/timeframes/resource allocations for implementation
• Meeting with Stakeholders on project process
• Configuring the system
• Created/Published change control process/documentation
• Creating/Publishing specification for customizations
• Determining reporting needs
• Creating/Publishing test plans
• Creating/Publishing training documentation
• Running User Acceptance Testing
• Assuring configurations/customizations are moved to production
• Provide sustaining support when needed
• Researching client’s Project Costing/Account Payables practices, advising client on Project Costing/Accounts Payable best practices and recommending changes made to current practices/PeopleSoft’s functionality.
• Developing time estimates/methods of customizations needed within PeopleSoft to meet client needs.
• Led requirement workshops for Budgets/Purchasing.
• Led development (functional/technical) for Budgets/Purchasing.
• Assisting client in new PeopleSoft budget technology using OLAP databases (Essbase).
• Assisting in tuning PeopleSoft budget module to reduce time/database size.
• Developing substantially customized time and expenses capture (PeopleCode) and processes.
• Resolving business and technical issues with overnight batch processes using Application Engines (new and modified)
• Instructing client in PeopleSoft technology (PeopleTools, PeopleCode, SQR, Reporting Tools, and Three Tier Architecture).
• Working with PeopleSoft Global Support center to correct delivered code that was in error.
• Interviewing Technical people for PeopleSoft Team.
• Tested integration between all modules and HR.
• Assisted Client on VAT setup/processes.
• Worked with PeopleSoft to solve VAT process problems.
• Liaison between PeopleSoft Profession Service Group and Client

EBS Consulting LLC, Independent Consultant, Confidential, Plainsville, NJ (Mar 1998 - Oct 1998)

• Project Leader (3 people) for Upgrading PeopleSoft Financials from 5.01 to7.0 (Purchasing, Payables, and General Ledger) for International Medical Company.
• Developed Project Plan to ensure timely completion of Project.
• Determined system customizations (PeopleTools, PeopleCode, SQR, nVision, Application Engine) by comparing live/vanilla database, determine differences, and understanding the customizations to determine if needed in the new version.
• Determined future business processes/procedures using new technology delivered in 7.0 PeopleSoft.
• Assisted on DBA functions for backups/restores/creation of PeopleSoft Databases.
• Migrating Production database (Tools and Production data) from 5.01 to 7.0.
• Developed system testing procedures/documentation standards and assisted on the testing.
• Training of end-users in 7.0 PeopleSoft Procedures.
• Determining future PeopleSoft Standards for client.
• Prioritizing and solving production problems for 5.01 and 7.0 releases.
• Trained client’s PeopleSoft Analyst/Programmer.
• Tested integration between modules.

Confidential, PeopleSoft Consultant (December 1996 - March 1998)
Projects Included: Confidential, Hartford, CT

Technical Team Leader (8 people) for implementation of PeopleSoftFinancials (Billing, Receivables, and Project Accounting) for a large insurance company

• Developing technical project plan (Technical, Interface, Conversion, Reporting Strategy).
• Determining technical/ functional customization needs for the three modules.
• Interviewing Technical team members for PeopleSoft Team.
• Determining system architecture for client’s three locations around the Northeast United States.
• Leading/Instructing team about PeopleSoft Technology
• Demonstrating PeopleSoft functionality.

Confidential, Washington, DC

• Technical Lead (General Ledger, Projects, Budgets, Purchasing) and Functional Lead (Budgets) for implementation Of PeopleSoft Public SectorFinancialsfor an International Monetary Agency.
• Determining Technical Customizations for all modules by analyzing current and future needs and comparing with current delivered functionality.
• Designed Commitment control processing with Purchasing, Projects, Budgeting
• Designing/modifying client budgeting process by analyzing current budgeting practices and adapting into delivered budgeting functionality.
• Conducting training/implementation sessions for Budgets/Project Cost.
• Leading/Instructing team about PeopleSoft Technology.

Confidential, New York, NY

• Technical/Functional troubleshooter for a Large Entertainment company using PeopleSoft (Payables/General Ledger).
• Troubleshooting/solving COBOL/Oracle problem that was plaguing the client for months.
• Solving many Functional and Technical GL/Payables Problems by analyzing current client practices and PeopleSoft’s SQR/COBOL/PeopleCode modules.
• Tuning/recreating nVision reports (by using current Excel Technology) to minimize run times.

Confidential, Boston, MA

• Technical resource for an international publishing company using PeopleSoft 6.0 (General Ledger/Payables/Purchasing).
• Determining Technical Customizations for all modules by analyzing current and future needs and comparing with current delivered functionality.
• Designing/modifying client process by analyzing current budgeting practices and adapting into delivered budgeting functionality.
• Instructing client’s technical resources on PeopleSoft Toolset

PRC Consulting Firm, PeopleSoft Consultant (July 1995 - November 1996)
Confidential, Ramouski, Quebec, Canada

• Technical Manager (6 people) for PeopleSoft Financials (General Ledger, Budgets, Asset Management, Accounts Receivables, Purchasing, Accounts Payable, Inventory) for a Canadian Utility company.
• Technical and Functional lead for General Ledger and Budget Module.
• Creating interface/load programs to take GL data from MacCormick and Dodge ledger system (flatfiles) and loading the information into PeopleSoft through created SQR program.
• Designing nVision Reports for Business Needs.
• Determined Budgeting needs/customizations by conducting sessions with users and determining fit/gaps with PeopleSoft.