PROFESSIONAL SUMMARY:

• Confidential has over thirty years of experience in Accounting, Process improvement, Financial Reporting and Project Life - Cycles.
• He is a former Accounting Manager, and an Oracle Certified Expert Consultant PeopleSoft Enterprise 9: General Ledger.
• Confidential has been a key member of more than two dozen full life-cycle projects implementing PeopleSoft Financials in a number of different industries, and has led many Business Process Development and Design sessions for the General Ledger, Commitment Control, Asset Management and Accounts Payable modules.
• He has plenty of experience designing and testing nVision reports for GL/KK, and has worked with many areas of Accounting and Finance.
• He has assisted clients in redesigning their Chart of Accounts, and helped train employees to utilize the new COA.
• Confidential also possesses some basic technical ability, specifically his experience using Application Designer and SQL Developer, and is also a Certified Developer.

PROFESSIONAL SKILLS:

• General Ledger
• Asset Management
• Commitment Control
• Accounts Payable
• UPK Developer
• General Ledger nVision Reporting
• PS Query
• Application Designer
• SQL Query tool
• Applications Development
• Requirements Gathering
• Fit/Gap Analysis
• Conference Room Pilot
• Configuration
• Data Conversion
• Testing
• Report Development
• End User
• PeopleSoft General Ledger
• PeopleSoft PeopleTools 8.0 (I & II)
• Asset Management ver 8.9
• UPK Developer ver 2.7
• Commitment Control ver 8.9
• Treasury 8.9

PROFESSIONAL EXPERIENCE:

Confidential

Consultant

Responsibilities:

• PeopleSoft Financials - General Ledger and Commitment Control
• Functional Module Lead, assisting with the upgrade to PeopleSoft 9.2 for Healthcare client.

Confidential

Senior Consultant

Responsibilities:

• PeopleSoft Financials - Asset Management
• Back fill for firm’s functional Module Lead, working on upgrade to 9.2 for Public Sector client.

Confidential

Senior Consultant

Responsibilities:

• Functional Financials Lead, upgrade to 9.2 for Higher Ed/Healthcare client, leading client with requirements and fit/gap
• Report Developer, nVision Reports, Tree Manager updates, Query Manager Development for Media giant.

Confidential, Jacksonville

Senior Principal Consultant

Responsibilities:

• PeopleSoft Financials - General Ledger and Commitment Control - Confidential client.
• Functional Lead resource for General Ledger, Commitment Control and Asset Management modules, ver. 9.2 upgrade project for Confidential client.

Confidential

Senior Principal Consultant

Responsibilities:

• PeopleSoft Financials Functional Module Lead for Confidential client.
• Functional Lead resource for General Ledger and Commitment Control modules, ver. 9.2 new implementation for Confidential client.

Confidential

Senior Principal Consultant

Responsibilities:

• Functional Lead resource for General Ledger, Commitment Control and Asset Management modules, ver. 9.2 upgrade.
• General Ledger and Asset Management Functional Lead, ver. 9.1 implementation for Healthcare and Public Sector clients.
• Designed, tested and delivered PeopleSoft nVision reports for several projects, including Healthcare and Public Sector

Confidential

Principal Consultant

Responsibilities:

• PeopleSoft Financials Functional resource. Team member on several implementations covering different FMS modules (GL, KK, AP, AM) in a wide variety of industries, including Public Sector and Healthcare.
• Functional resource for General Ledger module, ver. 9.1, including nVision Reporting for Healthcare
• General Ledger Functional Analyst and UPK Developer, ver. 9.1 for Healthcare client
• Designed, tested and delivered PeopleSoft nVision reports for several projects.

Confidential

PeopleSoft Financials Consultant

Responsibilities:

• PeopleSoft Financials General Ledger SME, assisting the Hospital IT and Finance departments through Chart of Accounts reorganization.
• Advising Hospital and Physician’s Practice staff (GL, AP modules) regarding new chartfield structure
• Reprogramming of nVision reports, updating and reviewing over 50 layouts used by staff for new chartfield design.

Confidential

PeopleSoft Financials Consultant

Responsibilities:

• PeopleSoft Financials ver. 8.4 to 9.1 upgrade for Medical Center Finance Dept (GL, AP, AM modules)
• Tested nVision reports, updating and reviewing over 150 layouts used by staff.
• Assisted Controller in knowledge transfer and of new Assistant Controller.

Confidential

PeopleSoft Financials Consultant

Responsibilities:

• PeopleSoft Financials Functional GL/AM Lead, ver. 9.1 upgrade for major fundraising organization.
• Led Fit/Gap Analysis, documented and configured PeopleSoft 9.1 database for two modules (GL, AM) through all phases using SDLC methodology, including Fit/Gap, Business Process Development, assisting with Testing, Data Conversion, and End User .
• Designed and updated approximately 200 new and legacy nVision layouts for reporting based on new requirements due to upgrade from 8.9 to 9.1.

Confidential

PeopleSoft Financials Consultant

Responsibilities:

• PeopleSoft Financials resource assisting Government Agency IT department supporting Financial Reporting
• IT support, PeopleSoft Financials ver. 8.9, for Government Agency Accounting and Finance departments
• Developed and tested nVision reports, creating a database inventory of layouts used by staff.

Confidential

Principal Consultant

Responsibilities:

• PeopleSoft Financials Functional resource, leading numerous clients in all phases of an SDLC project, while staffed on several implementations covering different FMS modules in a wide variety of industries.
• GL Functional Lead, 9.0 new implementation, nVision Reporting for Higher Ed
• AM Functional Lead for 8.8 to 9.1 upgrade (Higher Ed) and 8.4 to 9.0 upgrade (K-12)
• Asset Management Lead/UPK Developer/nVision Report Developer, ver. 9.0 for K-12
• General Ledger Functional Analyst and UPK Developer, ver. 8.9 for Public Sector
• Designed, tested and delivered PeopleSoft nVision reports for several FMS implementation projects, including K-12, Confidential and Public Sector.

Confidential, NYC

PeopleSoft GL Consultant

Responsibilities:

• PeopleSoft Financials, ver. 8.4 functional, for accounting department of major reinsurance organization.
• Developed and tested nVision reports, creating a database inventory of layouts used by staff.

Confidential, NYC

PeopleSoft GL Consultant

Responsibilities:

• PeopleSoft Financials, ver. 8.0 functional, for Finance department of major financial institution.
• Develop nVision reports, Queries; prepare User Documentation and Materials.
• Assisted client in designing new library of external reports for SEC and Local Agencies.

Confidential

PeopleSoft Financials Senior Business Analyst

Responsibilities:

• IT support, PeopleSoft Financials, technical and functional, for Finance and Controllers departments.
• Designed, tested and delivered PeopleSoft nVision and Crystal reports for Finance and Accounting staff
• Redesign of PeopleSoft GL and AP modules, assisting Sarbanes-Oxley consultants.
• Updated PeopleSoft end-user documentation for Finance and Accounting staff.

Confidential, Secaucus, NJ

PeopleSoft GL Consultant

Responsibilities:

• PeopleSoft Implementation project consultant, expertise in General Ledger, Accounts Payable, Asset Management, and nVision Reporting.
• Worked with project team to perform UAT on all the GL, AP and AM enhancements
• Set up and configured multiple AM tax books to properly record and track depreciation.
• Developed and tested nVision reports
• Provided month end support and help desk responsibilities.

Confidential, New York, NY

PeopleSoft 8.4 Financials Manager

Responsibilities:

• Designed, tested and delivered nVision, SQR and Crystal reports for Financial Planning and Accounting staff
• Heavily involved in setup and implementation of AP and AM modules, assisting outside consultants
• Managed conversion process with design of conversion plan, reconciliation and troubleshooting.

Confidential, Redmond, WA

Senior Consultant

Responsibilities:

• Guided implementations of Confidential Management software
• Managed follow-process with design of test plans, on-site testing and post-sale troubleshooting

Confidential, New York, NY

Senior PeopleSoft Consultant

Responsibilities:

• Managed diverse project in PeopleSoft software implementation and process improvement
• Tested and managed testing of PeopleSoft functionality for client reporting and day-to-day operations

Confidential, New York, NY

ERP/PeopleSoft Consultant

Responsibilities:

• Participated as part of implementation teams for PeopleSoft 7.5 software, GL, AP and AM modules
• Analyzed user specifications, prepared fit/gap analysis and was liaison between users and technical consultants
• Prepared test plans, product documentation, design documents, test scripts and performed troubleshooting tasks