SUMMARY:

• Over 16 years of solid PeopleSoft Financials implementation, deployment, production support and related ERP Systems I.T work - experience in multiple sectors such as retail, financial services, Higher Education and Public Sector
• Very hands on with implementation of Payroll and 3rd party systems interfacing to GL, Advanced General Ledger and Commitment control features such as Consolidations/Eliminations, Interim and Year-end closing, Multi-currency and multinational operating structures, Annual and multi-year operating and capital/grants budgets, funding sources, Associated Budgets, Budget closing and roll-forward, Budget security rules, Notification and self-service features.
• Commitment accounting functionality implemented in close co-ordination with HCM teams included configuring and testing department table, position data, chartfield configuration, account coded table, Fringe and dept offset groups, earnings/deduction/taxes account mapping templates, business units/calendars, budget benefit groups, encumbrance definitions and the various interfaces into GL.
• Over 14 years of experience working as PeopleSoft Lead Financials Consultant, focused heavily on General Ledger/Commitment Control and Budgeting / Planning aspects
• Multiple PeopleSoft implementation project experience in Version 9.2 upto PUM 21 and PeopleTools 8.55
• Oracle Certified PeopleSoft Financials Commitment Control / GL/ Project Costing/Grants Functional lead
• GL/ Commitment Specialist with advanced, expert-level skills and experience
• Direct lead role in over 10 Higher Education Clients spanning the full spectrum of Private/Public/Charter Schools

SKILL:

Strong expertise and over a decade of hands-on experience in planning / implementing / upgrading PeopleSoft Financials (6.x, 7.x, 8.x, 9.2), PeopleTools (up to Release 8.55)

Certified PeopleSoft Financials Grants/ Commitment Control / GL/ Project Costing Functional lead

Multinational / multi: currency specialist

PeopleSoft Configuration / Deployment / Post Production Support Lead

Business process re: engineering and design

Reporting Tools (Crystal, nVision, Hyperion, EPM, OBIEE, Business Objects, SQR and related)

Testing/ Training/ Demo and Knowledge: transfer

Bundles/Fixes/Patches & Instance Mgt. Strategist

PROFESSIONAL EXPERIENCE:

Confidential, Boston, MA

PeopleSoft Financials 9.2 General Ledger/Grants Lead Consultant

Responsibilities:

• For this prestigious hospital system, Confidential is the GL/Grants specialist lead consultant who has been playing a key role in stabilizing the upgraded PeopleSoft 9.2 Grants/ Financials Production system.
• Confidential led the hands-on production stabilization efforts which included active trouble-shooting and resolution of General Ledger and Grants related Billing/AR issues, identifying and resolving data conversion gaps, hands-on detailed training/ documentation of GL and Grants management business processes, identifying and configuring enhanced functionality across the major modules to support the hospital’s Pre to Post Award processing. Specific challenging issues resolved included inaccurate billing amounts and formats, invoice printing and re-print issues, data reconciliation issues, addressing effective and efficient Peoplesoft processes for multiple contract / award types such as Fixed Price, cost reimbursable and Advances /Prepaid and related data reconciliation steps.

Confidential, Tampa, FL

PeopleSoft Financials 9.2 Lead

Responsibilities:

• Confidential is the functional lead for the entire Financials/Supply Chain suite with primary responsibility for GL/Grants/Project Costing modules and the related integration with other PeopleSoft modules including AP/EX/Supply Chain and External systems.
• Confidential led the initial assessment phase of the project to establish reasons for delay in implementation of the system.
• Second phase included re-planning the project scope, timelines and leading the combined consulting/client project team through all the standard phases of the implementation project.
• These phases included Requirements validation, future process flows, fit-gap analysis, configuration, all phases/cycles of testing, core user and end user training, deployment and post production support.
• Confidential provided much needed hands-on support and led with team building/ communication skills.
• Confidential led the integration effort with PeopleSoft HCM/3rd party systems.
• Assessment phase of the engagement involved helping the hospital evaluate potential maximum business returns from implementing PeopleSoft Grants 9.2 for the hospital’s Federal/State/Private Grants. The key objectives around Version 9.2 were focused around new/upgraded technologies and tools (i.e. BI Publisher, PeopleSoft Test Framework), End user experience (i.e. Dashboards, Pivot Grids, Work centers, Related Content, Configurable data entry), extensive use of web services and new functionality geared towards automation and compliance.

Confidential, Jacksonville

PeopleSoft Financials GL/Commitment Control Lead Consultant

Environment: PeopleSoft Implementation - FSCM 9.2 PUM 15, PT8.54.07

Responsibilities:

• Confidential is the functional lead consultant manager for the entire Financials Project implementation and the associated integration with Legacy systems and PeopleSoft Campus Solutions and HCM systems.
• Financials modules implemented successfully included GL/ AM/ Grants/ Purchasing/ ePro/ AP, Project Costing / AR/ Billing/ Contracts and Commitment Control.
• Directly responsible for all aspects (design, development, configuration, development, testing, training and deployment) of key modules such as Grants/Projects/GL/Commitment Control. Confidential is actively involved with all aspects of post-production support and testing/deployment.
• Challenges met successfully included Advanced Grants and General Ledger features such as phased implementation, Closing Rules, Allocations, Chart of Accounts design, interfaces, Reports and multiple and complex commitment control design aspects.

Confidential

PeopleSoft Financials GL/Grants / Projects lead

Environment: PeopleSoft Implementation - FSCM 9.2 MP7, PT8.54

Responsibilities:

• He is also responsible for all aspects of GL/Commitment Control with specific responsibility for Grants/Projects related Budget definitions/design, Funding Source/Distribution and Indirect Cost/Revenue allocations.
• Confidential is involved in all phases of this project from advanced solution design, testing, training, issue resolution and change mgt.

Confidential

Financials GL/ PC / KK/ Grants/ Lead Consultant

Environment: PeopleSoft Implementation - FSCM 9.1, PT8.52

Responsibilities:

• Confidential was the functional lead consultant for GL, Project Costing, Commitment Control, Grants and procurement related modules and provides additional assistance with integration with External systems and PeopleSoft HCM / Campus Solutions modules. Confidential is involved in all phases of this project from advanced solution design, testing, training, issue resolution and change mgt.
• Construction and Grants related project costing module design, testing and training.
• Fixed Price Invoice Process and related Invoice layout modification and processing
• Modification of Payroll to GL interface to populate Grants/PC related fields for Cost Collection into Project Costing module
• Assisted with HCM/Combo Code and closed awards processing to meet the 90 day close-out period.
• Assisted with department funding table processing to avoid exceeding the grant end date.
• Designed and tested refund process for fixed event bills when the amount of the refund is not for a total ‘billed’ amount.
• Design, review and testing of prepaid vs Fixed Event amount Bills and the associated accounting entries
• Finalized and trained staff on Cost Reimbursable (non-LOC) Invoice Process.
• Assisted with testing out Payment Predictor Process to apply sponsor payments to pending Grants Invoice Items
• Designed and tested Reviewed Sponsor Refund Process via AR to AP refund processing
• Fixed Event Bill vs. Prepaid - Major discussion on the differences between the accounting treatments of both types of billing methods. Tested each type to determine generated accounting entries and the pros/cons of each method.
• Designed and configured Cost Sharing process - Ran cost collection on a project with cost sharing to ensure the Cost Sharing Analysis type was not included with a BIL line.
• Designed and configured Over the Limit (OLT) Processing - Staged GL Expense entries to just below the contract limit. Then created another journal voucher with multiple lines to test how they show up as OLT lines in billing
• Increased the Contract limit on the OLT contract and retested analysis type to ensure it became a BIL row
• Provided multiple options to deposit and account for program income. Direct journal payments for Program Income testing and related discussion
• Designed Asset Capitalization process - Manual vs. Automatic - Worked closely with Projects and Assets teams to develop integrated processing
• Award Close out processing and related testing
• Provided inputs to schedule Grants and related modules batch processing and the requirements needed to submit our schedule. Highlighted potential risks if we submit ad hoc processing requests.
• Reviewed and tested the Grant Closeout Process, including discussions on the different status types
• Reviewed and tested Fixed Event Bill - Credit Bill refund process.

Confidential, NJ

PeopleSoft GL/Commitment Control Lead Consultant

Environment: Rapid Upgrade Project - FSCM 8.9 to 9.1, PT8.52, SQL Server

Responsibilities:

• Confidential is the functional lead consultant and from the System Integrator side.
• Confidential is the functional lead consultant for this project that is upgrading modules GL, Commitment Control, AP, PO and ePro.
• Key tasks successfully completed included demo/prototyping of new functional/features in GL and Commitment Control, best practices, implementing existing functionality not being leveraged in the current environment.
• As part of the upgrade, implemented following new/enhanced features across GL and Financials modules /Commitment Control:

Confidential, Memphis, TN

PeopleSoft Functional Lead Consultant

Environment: FSCM 9.1, PT8.52, Oracle

Responsibilities:

• Confidential is the functional lead consultant and Project manager from the System Integrator side.
• Confidential is the functional lead consultant for this project that is implementing over 15 Financials/Supply chain modules, including GL, AP, PO, AP, AM, PC, AR, BI, eBill, eSettlement, eSupplier, INV, MM. ITAM and T&E. In the role of functional project manager, key tasks successfully carried out included:
• Contribution to development of the detailed project plan and project monitoring activities
• Detailed fit gap analysis for all modules with emphasis on GL/Commitment Control modules
• Configuration / Unit and Integration testing/ Customization of the various aspects of the end-to-end solution and Design/Development and Testing of the various Interfaces/ Conversions/ Enhancements. Dozens of 3rd party systems were part of the overall scope of this project
• Co-ordination with technical and program management teams (onsite and off-site) to deliver the full benefits of the hybrid onsite/offshore delivery implementation model

Confidential, Tacoma, WA

Financials Functional Lead

Environment: FSCM 9.1, PT8.5, DB: DB2 UDB for UNIX

Responsibilities:

• Confidential was the functional lead consultant and configuration/deployment manager, having assisted the university in successfully making the transition from legacy Banner system to PeopleSoft Financials 9.1.
• Confidential was part of a 20-member functional team implementing several modules for the university including GL with Commitment Control, AP, PO, ePro, Workflow. In the role of functional lead consultant, key tasks successfully carried out included:
• Contribution to development of the detailed project plan and project monitoring activities
• Detailed fit gap analysis for the GL/Commitment Control/AP/PO modules based on current business processes and requirements and the delivered functionality in PeopleSoft Financials 9.1 across these modules.
• Evaluation of Commitment accounting features for implementation
• Configuration / Unit and Integration testing/ Customization of the various aspects of the GL/Commitment Control module and Design/Development and Testing of the various interfaces to GL (from PeopleSoft feeder systems and 3rd party legacy systems), and providing overall direction to the functional team. Provided knowledge transfer to client personnel on use of PeopleSoft Financials functionality, based on detailed understanding of funds-based reporting and accounting, encumbrance accounting and commitment control.
• Project Position reported to: Project Manager, UPS PeopleSoft ERP Project

Confidential, FL

PeopleSoft Financials Project Manager

Environment: FSCM 8.4/8.8/9.1, PT 8.49 / 8.51, Oracle / Multi-Currency

Responsibilities:

• Lead production support manager for multiple PeopleSoft Financials/ HR/ Custom applications across multiple locations in the U.S, Canada and U.K. Responsibilities also includes providing functional support and direction for a complex, global consolidation project towards an integrated Financials 9.1 Deployment plan for the organization.
• Primary modules responsible for include General Ledger (GL), AP, AR, BI, Projects and Contracts.
• Challenges include providing support to multiple legacy systems while enhancing the level of integration with the PeopleSoft ERP Back office systems.

Confidential, Albany NY

PeopleSoft Deployment / Contingency Plan Manager

Environment: FSCM 9.1, PT 8.51, Oracle

Responsibilities:

• Lead deployment/contingency planning consultant with primary responsibility for development and validation of the overall PeopleSoft Financials Statewide deployment and contingency plan, Worked closely with multiple stakeholders such as system integration partners, agency contingency planners, functional/technical/infrastructure and project management teams.
• Plan incorporated detailed contingency scenarios and mitigation.

Confidential, Austin, TX

PeopleSoft Financials Functional / Integration Manager

Environment: FSCM 9.1, PT 8.5, Oracle

Responsibilities:

• Upgrade lead functional consultant with primary responsibility for the overall PeopleSoft Financials solution architecture and Chart of Accounts (COA) design from a State-wide standardization perspective.
• Areas worked on include Project Status reporting, Requirements Gathering, Fit-Gap analysis, development of reconciliation procedures, detailed functionality review and testing. Participated actively in all aspects of conversion including scope definition, data quality and testing.
• Assisted with cut-over and deployment planning activities. Key modules with primary focus and responsibility included General Ledger (GL), Grants, Project Costing, and Commitment Control, integration with HCM and State-wide Accounting and Reporting legacy systems. Other modules assisted with include Self-service, Security and overall reporting plan.
• Worked very closely with implementation partners to ensure timely delivery of project activities.
• Reported directly to Project Manager and leadership team.
• Managed a team of consultants/business analysts and coordinated activities of the functional team members.
• Assisted with managing the overall project plan, functional activities, all configuration and related change control procedures, data validation, quality assurance, business process analysis and re-engineering activities.
• Assisted with conversions to PeopleSoft GL, Grants, Project Costing modules, Business process and reports definition, development and testing, integration testing across key financials modules GL - Grants- Project Costing and HCM.

Confidential, Medford, MA

PeopleSoft Financials Upgrade Functional Manager

Environment: FSCM 9.1, PT 8.49, Oracle

Responsibilities:

• Upgrade lead functional consultant with primary responsibility for Fit-Gap analysis, Chart of Accounts re-design, new features functionality review and testing, Joint design sessions, process design and improvement and test scenarios.
• Key modules included Grants, Project Costing, GL, Commitment Control, and integration with HCM and Student Financials systems.
• Played a key role in all phases of testing including planning and execution of unit, parallel, system, load/performance and user acceptance testing. Assisted the Project Manager with all aspects of project planning, status reporting and testing.