SUMMARY:

• Big 4 Principal Consultant with an MS in Accounting and 20 years of Project Management, implementation, upgrade, and production support experience, including nine years as Director of PeopleSoft Financial Systems for a global company, and 2 years as Direct of Sales Audit for a 750 - store retail chain.
• Financials PM for 5 full-life-cycle PeopleSoft implementations, including National Steel, Rouge Steel, and Host Confidential Corporation, WA State Board of Community and Technical Colleges, and Carey International.
• Consulting skills in Program Office, IV&V, Project Management, Vendor Management, Organization Change Management, Package Selection, Business Process Re-engineering, Requirements Gathering, Fit-Gap Analysis, Functional Design, Implementation, Upgrades, Application Change Management, Production Support, Activity-Based Management, Multi-Currency Accounting, GL Close, and Financial Reporting.
• Industry experience includes Manufacturing, Utilities, Agriculture, Retail, Transportation, Financial Services, Transportation, Federal, State and Local, and Telecommunications.
• Prominent Clients include National Steel, Rouge Steel, Genuine Auto Parts, Public Services Company of New Mexico, Agrium Inc., Crop Production Services, Enstar Specialty Retail, Host Confidential Corporation, WA State Board for Community and Technical Colleges, Confidential, State of Wisconsin, US House of Representatives, Community Health Network, H&R Block, JP Morgan, AT&T, Bell Atlantic, Iusacell, and Carey International.
• PeopleSoft application experience with General Ledger, Billing, Accounts Receivable, Purchasing, Accounts Payable, Banking, Cash Management, Financial Gateway, Asset Management, Grants, Contracts, and Projects, PS Query, PS nVision, and PS Security.

PROFESSIONAL EXPERIENCE:

Confidential, Auburn, WA

PeopleSoft Finance Conversion Manager

Responsibilities:

• PM reporting to the Director of Finance for the implementation of PeopleSoft Financials and Student Finance.
• Establish the project plans for process transformation and organizational readiness to adopt the new PeopleSoft system into stable production at Go-Live.
• Manage the project team resources throughout the full life of the project including post-production support to ensure the organization is ready and able to adopt the system with a high level of excellence in process ownership, management, and execution, conducted in a well-controlled manner within a secured data-processing environment.
• Provide knowledge transfer for Commitment Control, Expenses, Purchasing, Payables, Asset Management, Grants, Contracts, Projects, Billing, Receivables, Treasury, Financial Gateway, General Ledger, Student Finance, Security, and Reporting.

Confidential, Houston, TX

PeopleSoft Financials PM/Contractor

Responsibilities:

• Managed, designed, configured, and delivered the centralized payroll bank account reconciliation process. This required the implementation of Payables, Receivables, Treasury, Financial Gateway, and General Ledger.
• Wrote the functional design specifications for a Custom-Developed interface module from PeopleSoft to the State’s AFRS (Automated Financials and Reporting System.
• Architected an interface from Student Financials into PeopleSoft Receivables to enable cash reconciliation utilizing delivered PeopleSoft Treasury Bank Reconciliation functionality.
• Provided production support for the Business Operation related to critical core processes including month end close readiness, GL Year End Close mapping and processing, and Cash Reconciliation and Inheritance across the enterprise.
• Delivered end-user production processing flowcharts across 12 applications.
• Designed and Developed an nVision report to reconcile Cash Control Accounts from the Trial Balance to the Finance and Campus Solutions applications where payments are processed.

Confidential, Madison, WI

Contractor, PeopleSoft Bill to Collect Production Support Lead

Responsibilities:

• Sole AR/Billing production support provider across approximately 100 state agencies. Also responsible for enhancements definition, functional specifications, testing and procedural rollouts to extend configuration, custom processing, and reporting.
• 9.2 PUM 25 application upgrade configuration and test lead for Billing and Accounts Receivable, including Interunit Billing through Payables with fully automated cash application from AP to AR.
• Implemented AP to AR Refunds processing with proper Cash Inheritance and Commitment Control revenue recognition.
• Utilized Receivables and Billing Workbench extensively for Roll-Forward Invoice testing and reconciliation. Tested all invoice and statement reports, and interfaces in/out of Billing and AR.
• Created query-based Roll-forward Customer Statement reconciliation process.
• Created support queries to ensure proper accounting and commitment control entries for billing and accounts receivable, including AR Cash Receipts and AP Refund processing.
• Created month-end checklists and reconciliation procedures and Queries across Billing, AR, AP, GL, Commitment Control and the proper recording of cash and collected revenue across Projects, Billing, and AR.

Confidential, Troy, MI

Cash Management Implementation Lead

Responsibilities:

• PeopleSoft Billing, Receivables, Bank Reconciliation and Financial Gateway Application Lead for the implementation of PeopleSoft Financials for the Washington State Board of Community and Technical Colleges in Olympia, WA. The college system has over 400,000 students, making it one of the largest Higher Ed PeopleSoft clients in terms of processing diversity and complexity of operations.
• Configured and implemented PeopleSoft ACH processing via Financial Gateway, coordinating with IT and the Banks’ on-boarding teams.
• Designed and configured GL Inter/Intra Unit Accounting and Fund Balancing to achieve full inheritance across all ChartFields when processing cash transactions across Expenses, AP, AR, and Cash Management.
• Provided year-end close production support for two colleges that were already in production.
• Reconciled and corrected two prior-years of cash accounting across Payables, Expenses, Receivables, Treasury, Student Finance and Payroll.

Confidential, Westminster, CO

PM/Contractor

Responsibilities:

• Navigated the competing organizational interests amongst middle management and C-levels to design and implementation AR Securitization with global investors in accordance with complex modelling requirements.
• Led the Business Analysis to convert PeopleSoft FSCM to USD Functional Currency for its Canadian subsidiaries.
• Facilitated workshops to document the computational specs and functional requirements for a customized Perpetual Average Inventory Accounting module to track and record Canadian Subsidiary Inventory in USD.
• Documented the functional requirements and functional program specifications for an interface from PeopleSoft GL to the FIREapps Treasury platform to enable the company to monitor and hedge foreign currency exposure.

Confidential, Andover, MA

PM/Contractor - PeopleSoft AR Cash Reconciliation Consultant

Responsibilities:

• Managed the reconciliation of prior years’ cash transactions in support of an implementation of PeopleSoft’s Treasury functionality. Built an nVision reconciliation procedure and transferred knowledge transfer to client staff for them to achieve self-sufficiency.
• Business solutions application manager with sign-off responsibility for all changes to PeopleSoft production reporting directly to the CAO.
• Business Analyst to achieve SOX Compliance across core financial processes.
• Ensured and maintained accounting integration between the custom supply chain and PeopleSoft platforms.
• Delivered all PeopleSoft configuration and maintenance work and provided ongoing end-user support.
• Created nVision-based month-end close reconciliation tool to ensure end-to-end GL throughput across the enterprise.
• Maintained the nVision Financial Statement layouts for enhancements and production issues.
• Managed IT Change Management process to ensure timely data-management across platforms.
• PM and Business Analyst to deliver the design specifications for a highly configurable automated sales commissioning system that links incentives to measured financial performance. This utilized a structured modelling approach comprising Process Decompositions, Data Flow Diagrams, ERDs, and Business Process Flows. This was documented to the record, field, and data attribute level, including the Batch Processing logical flows.

Confidential, Annapolis, MD

Project Manager

Responsibilities:

• PM contracted to Carey International to stabilize the Bill-to-Collect functions. Managed client resources to achieve success. The CFO subsequently brought me back to Carey International as Director of Financial Systems and Reporting.
• Managed the cultural transition from staff-augmentation to integration partnering.
• Worked closely with former NM Governor Toney Anaya to conduct an IT Strategic Study for a major utility acquisition.
• Delivered the business case, implementation approach and project plans to implement PeopleSoft FCM, SCM and HCM at PNM.
• PM and Business Analyst to conduct an IV&V (Independent Verification and Validation) project at the US House of Representatives for the implementation of PeopleSoft FSCM, SCM and HCM applications.
• Managed and performed the shared-services implementation for AR, AP across 20 US subsidiaries.
• Solution Architect and Project Manager to implement an inter-unit post-billing adjustments module within PeopleSoft Receivables with drill-down to a custom billing/customer service advisory system.
• Responsible to document use cases for End of Job Pricing/Costing application focused on revenue distribution and cost distribution integration at the operational trip transaction level, for interfacing to
• Managed, designed, configured, and implemented multi-currency Payables and Receivables.
• Upgraded PeopleSoft GL, AP, EX, AR, Banking, nVision, PS Query and Security as the Functional PM, playing multiple hands-on roles.
• Provided ongoing configuration maintenance for GL, AR, AP, and EX.
• Built the Financial and Management reporting packages utilizing PeopleSoft nVision.

Confidential, New York City

Principal Consultant, PeopleSoft Practice, New York City

Responsibilities:

• Program Office Administrator for JP Morgan's Straight-Through Information (STI) planning phase to reengineer the Global Finance Function across the Americas, Europe, and Asia.
• Managed the design and implementation of a PeopleSoft go-to-market prototype solution-set for the Capital Markets Industry.
• Managed the implementation of PeopleSoft Financials at National Steel in South Bend, IN. per National Steel's CFO, "This Project has been the smoothest implementation in National Steel's History".
• Managed PeopleSoft Financials Implementation Design and Prototyping phases at Rouge Steel, the primary tier 1 steel manufacturer/supplier to the Ford Motor Company.
• Configured and demonstrated PeopleSoft's Multicurrency GL processing at PeopleSoft's annual user conference. Also authored the related Global Banking Solution Discussion Topics; Multicurrency and the Euro, and EMU Regulations for Converting Amongst Participating Currencies.

Confidential, Atlanta, GA

Project Manager, Atlanta, GA

Responsibilities:

• Sold, planned, and managed the end-to-end implementation of PeopleSoft General Ledger, Payables, Receivables, Project Costing and Asset Management for Host Confidential Corporation with managed assets exceeding $8 Billion.
• The project eliminated 11 FTEs from the back-office, streamlined procedures, and leveraged automation to achieve a cost savings of $5 Million over five years.
• The consulting project realized a 34% net profit margin and achieved an excellent 90% customer satisfaction result based on an independent third-party review conducted by IBM Corporate. The project was nominated by IBM for its National Project Excellence award.