PEOPLESOFT CONSULTING EXPERIENCE:

Confidential, Upland, CA

Financial Lead for AP/CM

Responsibilities:

• Project is a continuation of 9.2 Fluid implementation.
• Reviewed and updated configuration for AP and CM.
• Focus on issues delaying deployment, Payment Request with workflow, Matching with workflow, adding ZBA account functional with sweeps, 1099 functionality and processes, EDI vouchers.

Confidential, San Antonio, TX

Financial Lead for GL/AP/EX

Responsibilities:

• Project is a restart of 9.2 implementation.
• Reviewed and updated configuration for GL, AP and EX with an additional 10 Business Units added to the original 6 Business Units.
• Reviewed Chart of Accounts use and added combination edit rules.
• Document configuration which included Journal workflow, Expense workflow, users guidelines for processes and overall tips and hints on system use.
• Testing included master schedule and scripts, led users through testing. Deployment was January 3 with support.

Confidential, Tempe, AZ

Financial Support transition to Lead for AP/CM/AM

Responsibilities:

• Functional Asset Management/Accounts Payable/Cash Management including Financial Gateway working with 16 different Business Units for a Finance project implementing PeopleSoft FMS 9.2 with Commitment Control.
• Tasks include leading sessions in discussing Asset Management/Accounts Payable/Cash Management features, conversion validation sessions, testing lead for Financials during testing cycles, configuring as required, allocations for Treasury and Asset depreciation, Matching rules workflow and participating in global designs around configuration management, for documentation (CEMLIs) and production readiness activities.
• Finanicials (GL, AP, PO,EX, PC, KK, AM, AR, GR,CM) Testing Lead for testing phases using Google docs to track test cases, test results and progress.
• Support production for Asset Management/Accounts Payable/Cash Management with several updates to configuration and enhancements.

Confidential, San Carlos, CA

Financial Lead for CM transition to add GL

Responsibilities:

• Fit gap design sessions for Cash Management and Financial Gateway on PeopleSoft 9.1 as a new module for Confidential .
• Cash Management is interfacing with AP and AR with electronic statements, electronic deposits and electronic payments.
• Cash accounting entries events, template focusing all cash movement going through the module.
• Documenting fits, customizations, interfaces and reports with use of Cash Position and dashboards.
• Upgrade General Ledger from 8.4 to 9.1.
• Fit gap design sessions improving chart of accounts with new chartfields and eliminating duplication along with dual means for one chartfield; use GL as an analysis tool versus holding transactions, source modules hold detail while GL holds summary; use of combination edits to valid accounting string in all sub - modules and third party interface; use of consolidation process to eliminate interunit transaction; improve process flow with workflow approvals and improve reporting through better COA structure. Reviewed all GL configuration.

Confidential, St. Louis, MO

Financial Lead GL

Responsibilities:

• PeopleSoft 8.8 to 9.1 upgrade for General Ledger, functional for fit gap of Multi-book use, Revaluation, Translation with a Ledger, Translation, Equitization and Consolidation of over 174 Business Units in global currencies.
• Held fit gap sessions for GL documented business requirements for configuration deltas, reports, interfaces, enhancements and interfaces.
• In depth system testing for all interfaces into PeopleSoft GL and month end closing processes.

Confidential, Little Rock, AR

Financial Lead for AP/PO

Responsibilities:

• Upgrade and Global rollout of Financials for 9.0 with focus on Accounts Payable and Purchasing.
• Redesign of Business Units for efficient flow with other modules.
• Reviewed and updated Matching Rules, Categories, Items, Banks and Reports. Setup VAT for UK, Germany, France, Netherlands and Poland.
• Held training sessions for Global users on AP and PO for Requisitions to Payment.
• Unit tested of requisitions, vouchers, payments, banking including Financial Gateway and reporting.
• Documented all changes to configuration, new requirements and new business flows.

Confidential, Reno, NV

Financial Support Lead for AP

Responsibilities:

• Supported PeopleSoft versions 8.4 to 8.9 Payables upgrade, analyzed and resolved issues, wrote queries and logged issues with STAT tool.
• Reviewed any issues on reports, interfaces or customizations and documented with STAT tool.
• Tested solutions to issues and documented solutions.

Confidential, Myrtle Beach, SC

Financial Support Lead for GL/AP/PO

Responsibilities:

• Functional Lead supporting the rollout of PeopleSoft versions 7.5 upgrade to 8.4 commitment control General Ledger, Accounts Payable and Purchasing modules.
• Reviewed and documented set up process flows, security set up and recommended improvements to business processes and overall system usage.
• Set up Standard Matching Rules, Purchase Order closing days, new security roles to approve PO’s, discount terms and new queries to verify results in AP, GL and PO.

Confidential, Oklahoma City, OK

Trainer

Responsibilities:

• Held training classes for PeopleSoft version 8.4 commitment control.
• Documented training and trained end-user staff on requisitions and purchase orders with budget checking.

Confidential, Memphis, TN

Financials Lead for AP

Responsibilities:

• PeopleSoft upgrade from versions7.5 to 8.0 as Accounts Payable lead. Analyzed current usage of Accounts Payable within 7.5 in comparison with a prototyped version of 8.0.
• Supported both development and testing database analysis.
• Tested prototypes and archiving in 7.5 for data transfer to 8.0, documented archiving, developed security specifications, documented prototype and security, wrote queries for report use, debugged problems using application engine traces, SQR traces and queries.
• Tested integrated prototype of General Ledger and Asset Management.
• Developed training materials and supported production after deployment.

Confidential, Sacramento, CA

Financials Lead for Support

Responsibilities:

• PeopleSoft version 7.5. Provided implementation support for Accounts Payable, Purchasing, Accounts Receivable, Asset Management and Project Costing.
• Analyzed system processes and procedures in PeopleSoft 7.53 Financials.
• Reviewed setup for Accounts Receivable, Asset Management, Accounts Payable, Project Costing and Purchasing modules making recommendations for efficiencies and modifications, turned on sales/use taxes for all applicable vendors, debugged issues, setup batch processes and wrote queries.

Confidential, Boston, MA

Financials Functional Support Lead

Responsibilities:

• Presented deltas for upgrade from 8.9 to 9.2 for General Ledger, Payables, Receivables, Purchasing, Billing and Assets.
• Recommended new “vanilla” functionality for 9.2 use with Approval Framework for Journals and Billing implemented.
• Testing for technical upgrade of all modules. Configured, documented and tested Approval Framework uses for journals and billing invoices and Workcenters and dashboards for AP and GL.

Confidential, Houston, TX

Financials Lead for GL/AP/AR

Responsibilities:

• Fit gap design sessions, documentation for General Ledger and Payables on PeopleSoft 9.2 as a new implementation.
• Design included chart of accounts, combination edits, bank reconciltion, mulicurreny and reporting.
• Business technical requirements documents written for gaps and conversions.
• Component interfaces used for Supplier/Vendor and AR open item conversions.
• Configuration design, testing and training for GL, AP and AR, PeopleSoft multi-currency and VAT. Banks interfaces for ACH, EFT, BAI files.

Confidential, Woburn, MA

Financials Lead for GL/AP/EX/AM

Responsibilities:

• Design new tax structure of 75 Business Units and 900 department ids for the Confidential purchase of Spherion on PeopleSoft 8.4 GL, AP, EX and AM.
• Confidential legacy system was Oracle 12 and Spherion legacy system was PeopleSoft 8.4 with both being merged to new PeopleSoft structure.
• General Ledger design, testing and documentation for new tax structure of 72 Business Units with redesign chart of accounts with combination edit rule validations and inter-company functionality for Actual and Budget ledgers.
• Accounts Payable design, testing and documentation for a new Business Unit.
• Expense design, testing and documentation for 13 new Business Units.
• Asset Management design, testing including conversion and mass change for retirement and documentation for 21 new Business Units.

Confidential, Calabasas, CA

Financials Lead for GL

Responsibilities:

• Repeat client. Assessment for 8.9 GL and Reporting to review delivered functionality not currently being used, add new Business Units use of multi-books, use of consolidations, use of allocations, use of XBRL and improve nVision reporting.

Confidential, Beverly, MA

Financials Lead for GL/AP/EX

Responsibilities:

• PeopleSoft 8.4 to 8.9 upgrade for General Ledger, Accounts Payable and Expenses as lead functional for assessment.
• Documented business requirements for configuration deltas, reports, interfaces, enhancements and interfaces.

Confidential, Parsippany, NJ

Financials Lead for GL/AP/ES

Responsibilities:

• PeopleSoft 9.1 implementation for PayBill as lead functional on General Ledger, Accounts Payable and eSettlements.
• Held fit gap sessions for GL, AP and ES to documented business requirements for configuration including chart of accounts, combination rules, banks, reports, interfaces, enhancements and interfaces.
• Documented and configured GL, AP and ES with Approval Framework for vouchers.
• Tested basic flow from AP to GL and viewed on ES.

Confidential, Milwaukee, WI

Financials Lead for GL/AP/AM

Responsibilities:

• Held fit gap of GL, AP and AM for PeopleSoft upgrade from versions 8.8 to 9.1. Reviewed current 8.8 configurations, reports, interfaces and customizations.
• Analyze new 9.1 features to determine if they could replace customizations, reports, interfaces and if new configuration would be needed for a “vanilla” upgrade.
• Document decisions, new requirements and work effort required estimates to be used for next phase.

Confidential

Financials Lead GL

Responsibilities:

• Repeat client. Configured, documented and tested multi-currency functionality for PeopleSoft 8.8.
• Added functionality for GL multi-currency processes, add configuration and documented steps for process, documented testing over several periods to evaluate effect on balance sheet accounts.

Confidential

Financials Lead for GL/AP/CM

Responsibilities:

• PeopleSoft version 9.0 full cycle implementation for General Ledger, Accounts Payable, Purchasing, Asset Management, Expenses, PayBill, Projects, Global Payroll, Time and Labor and Cash Management.
• Held design sessions for GL, AP, PO, ePro, AM, CM and EX. Documented GL, CM, EX, AP and VAT configuration, reports, interface, conversions and enhancements for design document.
• Configured GL, AP, EX, AM and CM (Banking, Cash Management).
• Deisign included chart of accounts, comination edits, banks, multicurrency and reporting.
• For the three phases of testing, (unit, system and user), tested, analyzed results, document and resolve issues.
• Tested and documented all modules flowing into GL and AP flows from PayBill and Cash Management flows from AP, Global Payroll and AR.

Confidential, Cleveland, OH

Financials Lead for GL/AP

Responsibilities:

• Repeat client. Configured, documented and tested additional business units for PeopleSoft 8.9.
• Documented new configuration for additional GL and AP business units.
• Tested existing interfaces, customizations and reports with new business units and documented.