SUMMARY:

• A motivated PeopleSoft Financial Functional Consultant with hands - on resource specializing in the implementation, customization and post-production support of PeopleSoft Financials 9.1 with a focus on the General Ledger module and it’s integration with the surrounding modules i.e.
• Accounts Payables with a concentration on Commitment Control.
• Having been a part of successful Go-Live implementations and the lead functional/data analyst, I am an expert on the full systems designs life cycle and understand the needs and requests of the client.
• Being a functional consultant with technical understanding resource has enabled me to communicate clearly with the client and offer ideas/solutions to best meet their business practice needs.
• I truly enjoy being a resource that the client can use as a point of reference to better understand and utilize the system to their maximum benefit, from both the functional and technical perspective.
• My experiences have well equipped me to serve future clients and offer end to end solutions to any problem they encounter.
• I embrace new challenges and I am looking to further my knowledge and skill set so I can continue to provide support and strategic solutions.
• Every problem has an efficient solution; my combination of knowledge, communication and practicality yield for efficient, first class results.

RELEVANT EXPERIENCE:

PeopleSoft Financials AP Lead Functional

Confidential, Texas

Responsibilities:

• Worked hand in hand with the assigned counterpart to define the business processes from their current legacy 3rd party software named BuySpeed and identified which processes will be implemented into PeopleSoft Financials 9.2.
• Gathered, Read and most importantly Approved all final Fit Gap Analysis documents with the City’s Controller pertaining to the Accounts Payable Module for the Peoplesoft 9.2 implementation.
• Collaborated all Microsoft, Excel, PowerPoint, Word, Visio and PDF files pertaining to and from this project using Sharepoint.
• Gave weekly status reports about the sub-modules to the Project Manager and Project Director
• Conducted weekly knowledge transfer sessions with the City’s counterpart evaluating their current skillset working Vouchers.
• Resolved functional issues. Assisted the technical team functionally in resolving issues.
• Conducted process and value stream mapping of the escheatment processes throughout the Confidential Police Department.
• Assisted in stakeholder briefings and meetings, created minutes and update them on changes, schedules, etc.
• Wrote change requests, functional design documents as necessary to ensure system can function as designed.

PeopleSoft Financials Functional Consultant

Confidential

Responsibilities:

• Re-creation, analysis, troubleshooting, and diagnosis of incidents relating to off-the-shelf and proprietary applications and/or platforms.
• Gathering requirements and design for Change control and enhancements for the applications.
• Constantly monitoring and advice on the Process improvements and application performance related issues.
• Liaison with appropriate teams for the development of corrective actions or viable workarounds to resolve incidents
• Respond to automated alerts on the health of the systems.
• Executed scheduled or unscheduled tasks relating to operational maintenance and monitoring of applications.
• Performed routine audits of systems for the purpose of preventative maintenance of applications and reporting on their status.
• Effective call management including logging, monitoring / updating, prioritising and resolving calls in a timely fashion.
• Ensures all work is carried out and documented in accordance with required standards, methods and procedures.
• Creation of queries, running pre-defined scripts, configuration, security, and interpreting logs and traces.

Confidential, Tampa, FL

PeopleSoft Financials Functional Consultant

Responsibilities:

• Successfully Implemented AP (vouchers, payments), GL & PO and Integration to other Financials Modules at certified CMM-level 5 (Internal rating) on this very challenging Project where multiple groups and teams are involved in collaboration with third parties and Off-shore teams.
• Greatly appreciated co-ordination and successful implementation as planned on time and within budget, Customer was greatly delighted and we exceeded their expectations on every aspect of this assignment.
• Delivered all the miles stones to the customer as scheduled and planned, keeping the project scope, requirements and quality balanced for the successful deployment on time and budget.
• Prepared Detail project plan, tasks, schedules and timelines as required for the implementation of the module.
• Demonstrate the PeopleSoft product and features of PeopleSoft Travel & Expense module and the Implementation approach to business group and evaluate the module to meet the business requirements of the customer
• Conducted workshops to gather business requirements and provide effective solution on the design for implementation and retire the home grown legacy system on Travel & Expenses.
• Prepare and provide weekly status to the various teams involved and also provide updates and status to the Steering committee.
• Involved in the Preparation and review of Functional/High level design documents and Technical designs for the customizations where required. Track and follow up on the build and development and assist the team on providing efficient solutions to meet the best practices.
• Performed Setup and Configuration of the AP (vouchers, payments), GL & PO modules as per the business requirements, and provided approach on the efficient way to migrate the development projects and setup related tasks for multiple instances of System, Integration and User acceptances environment.
• Prototype demonstration of the T & E delivered via live meeting to key stake holders and various team and groups, take their feedback on any additional/cosmetic changes required to the Product
• Perform and conduct System Integration test, prepared test plans and assisting the Training team for preparation of UPK.
• Planning and Creation of Cut-over and deployment activities and co-ordinate and assist in the communication plan on the Implementation.

Confidential, Largo, FL

PeopleSoft Financial AP Functional Consultant

Responsibilities:

• Demonstrated the Features and enhancements on Commitment Control, General Ledger and Accounts Payables to business group and evaluate the Implementation of the enhanced features
• Gathered business requirements and provide effective solution on the design and approach in the new version in utilizing the Asset Upload process, and AP single payment Voucher/Vendor
• Prepared Upgrade planning, scope documentation, provide level of Estimate & timelines, and assisted in Project charter and Business case for Upgrade.
• Facilitated fit/gap sessions with end users and demonstrated enhanced functionality and evaluated feasibility for the client business process.
• Prepared the detail fit-gap and conducted and presented the fit-gap in the workshop session for the process owners and worked with the cross functional and technical IT team on the impact on the upgrade for the changes.
• Worked on Setup & configuration of Key New Features and Functionality that Increase Operational Efficiency, Improve End User Productivity and Reducing time spent compiling, reconciling, and consolidating data
• Worked with the team on the Upgrade review of Compare reports, Complete Database changes as specified by PeopleSoft.
• Created functional & technical designs based upon re-customizations approved after the fit/gap and provide fit-gap resolutions.
• Developed, Created and performed Unit test & created UAT plans and scripts
• Assisting in identifying and resolving project issues, risks and resolutions.
• Work closely with the IT Asst. Director and Application Manager, Technical leads and Upgrade Team, Prepare & report project status, executive status report for the management committee.

Confidential, St. Petersburg, FL

PeopleSoft Functional Consultant

Responsibilities:

• Preparation and execution of Project charter, plan and presentation of the projected activity plans to the Project management & Process Owners.
• Performed As-Is (PMO - Present Mode of Operations) Business Process on the Payables application for the purpose of Outsource of some payables functions of Invoicing
• Designed and developed Integration Strategy for consolidation of Financial applications
• Responsible for Conversion design and deployment of data migration and conversion into PeopleSoft Application and seamless Integration.
• Defined Conversion strategy and designed the conversion for Item Master and Inventory Balances load, General Ledger Journal data, Multi-book Fixed assets, Projects and Financial Control data.
• Instrumental to the successful Integration of legacy systems with PeopleSoft and smooth transition to the team for operations & maintenance.
• Planned, Designed & Deployed Automation of Single Payment Vouchers customization process from VeriSign & Genesys applications extracts to PeopleSoft for Customer refunds
• Gathered business requirements and documented the business rules for the development of Interface data files for the sending and receiving the Control and Master data for Processing of the Invoices by the third party application
• Supporting General Ledger Module & Accounts Payables Group on day to day Production support ticket issues and resolving them and develop or modify application based on the user requirements.
• Designed the Interfaces (around 35 Interfaces) for development in XML format and involved in the design session and also participated and assisted on the test cases on the Unit and User acceptance tests
• Worked on Payables support specifically on Pay Cycle issues and Voucher built errors and other enhancements in specifying multiple split payment terms, etc.
• Assist the business users in modifying nVision scope and existing layouts.
• Worked on supporting issues related to tree maintenance and ChartField maintenance and combo definitions and errors
• Modified and updated the Payables and General Ledger configuration and some common definitions to comply with the new business requirements on the Outsource function to a third party
• Created a consolidated PayCycle, created new pay cycle step definitions and modified the payment handling codes to comply with future mode of operations.
• Provided guidance to the client on the options to use the features of delivered payables functionality of Vendor Group and also Configured the application accordingly
• Created multiple external bank accounts and used these banks in a consolidated Paycycle for generation of payments to 820 (fast track - specific format for third party check printing) file. Assist in Year end 1099 processing and apply the changes to the 1099 process and procedure.
• Demonstrated users on the enhanced and delivered functionality on the Single Payment Vendor, Manual POSPAY, Matching Workbench, Vendor Groups, etc
• Tested and assisted process owners to utilize the Vendor Inactivation feature delivered in the 8.9 version.
• Worked on deployment of Asset spreadsheet upload, Voucher spreadsheet upload and utilization of Dynamic accounting entry templates for Asset Management.

Confidential, Miami, FL

PeopleSoft Functional Consultant

Responsibilities:

• Performed Conference room Pilot & evaluate the current systems and PeopleSoft application modules - eProcurement, Purchasing, Payables, Commitment Control & General Ledger
• Prepare and Create Business Case for the Client on the Business requirements (Tax requirements) and benefits to the company
• Involved in Creating the Project charter, gather business requirements, create implementation matrix, managing the project from concept through post implementation
• Evaluated and provided the best possible solution in PeopleSoft for the Conversion Lease Assets and enable the system with multiple treatments of Accounting for Leased Assets - Capital leases for GAAP purposes and Fixed Assets for the purpose of the tax purposes.
• Provide the client with the feasible solutions and recommended option to provide the best solution for their Tax Depreciation and Integration with the existing application
• Evaluate and case study on the BNA (Bureau of National Affairs) tax application.
• Prepare effective Project Plan and estimation model for the client on the Implementation of the tax books and provided effective Communication, Status reporting and maintain transparency to the multiple teams involved in the project.
• Clear and precise scoping for the statement of work, prepared efficient communication plan and change control methodologies, also to comply with the SOX compliance and adhere to the internal SDLC standards.
• Conducted workshops to understand detailed business requirements and performed the application and functional & technical requirements.
• Design the Data Conversion program with the best possible approach for the Client to comply with the Business requirements and enabling the same to synchronize the converted data with the regular GAAP transactions.
• Demonstrate the Deployment and Implementation road map to the Senior management and work with the team to adhere to the Internal Implementation standards and procedures.
• Define the Quality Assurance (QA) methodology and document the functional test cases and technical test scenarios and also co-ordinate with the functional users in assisting them on the UAT.
• Provided the Technical/Admin team with the DMS (SQL) Scripts for Setup of control data and also for the validation of the Conversion data
• Assist the process owners in the efficient business processes and best practices for smooth functioning of the application process.
• Created Ad-hoc Queries to validate & reconcile the data from sub-systems (Purchasing, Payables Asset Management & General Ledger) to GL for smooth Month-end closing and identify and issues during any of the delivered processes.
• Adhere to the Internal Standards in providing them the SDLC documentations and followed the procedures as required per their Internal Protocols.
• Assisted in GL Year-end closing and Un-do the YE close and validate the processes to make sure the Un-do YE close performance was flawless.
• Provided the Financial Accounting user team with the efficient and effective Integration of the Asset transactions & Data from Payables & Purchasing system and to Utilize the Consolidation & Unitize features and effect way of adjustments in PeopleSoft Asset Management there by helping the users to save time and providing them the data accuracy and synchronizing of data between the multiple books.
• Worked with the Management (Process Owners), Business Users, Security and IT Technical teams to accomplish the Project tasks as defined and designed for the implementation. Also coordinated with multiple teams and departments to get the work accomplished, this is the greatest challenges faced by me in trying to get into agreement by everyone on certain approaches, methodologies and solutions to the achieve the some of the major objectives of the project.
• Provided User training and created Job-aide and created a month end data validation queries to assist the end-users.

Confidential, Columbus, OH

PeopleSoft Financial Functional Consultant

Responsibilities:

• Design and Dev. of SQR financial reporting for University, Medical center and Research foundation and few reports related to HR.
• Created and implemented technical and functional Unit testing Scripts and documents and Integration testing and creation of Unit test plans.
• Development of SQR’s to generate CSX and flat files also developed the conversion of LIS files to PDF format.
• Analysis & Design for the Enhancements and Customizations also conducted Design & Development and Testing of programs for Encumbrances and Pre-encumbrances reports.
• Creation of Upgrade projects that involves development of records, pages, menu & components and registering the components via portal and windows application.
• Development & Creation of Ad-hoc Queries using Query Manager. Used Query Manager extensively.
• Analysis of the change control requirements for design and development, also involved Identification and applying the Updates and Patches.
• Designed and Created the PS Security user roles, profiles and permissions lists for the users and granting them the required access.
• Update the latest versions of the programs and documents using Xpedio version control system.

Confidential, Tampa, FL

PeopleSoft Financial Functional Consultant

Responsibilities:

• Worked as PeopleSoft Financials Analyst for Accounts Payable. Project Costing and General Ledger modules on the PeopleSoft Conference Room Pilot (CRP) and Implementation of ver 8.4 application.
• Analysis, Design and Documentation on ‘As-Is’ and ‘To-Be Business Process’ and demonstrate these processes in Peoplesoft Application, Presentations and preparation of Visio Diagrams with the best-business practices applicable to client’s Financials area and its business process improvement. Identification of process level and system level Benefits to the client on financial applications.
• Identification of best business practices applicable to the Client in Financials area and Identify gaps between the PeopleSoft application and to-be COT business processes.
• Actively involved in the Business Users workshops and Presentations of the Features and business processes that are supported in PeopleSoft Financial Application.
• Analyze suitability of PeopleSoft financials application Modules for the process improvements and as a solution to COT’s business requirements.
• Identification the required customizations to comply with the business requirements and to enhance the performance and improve the processes for the business need of COT’s
• Identify/Document Process-Level Gaps and Interfaces Requirements, Analyze Process-level Gaps into Workarounds, Customization or Process change and Obtain PMO & Core team consensus on Gap Resolution Mechanisms.
• Designed Inbound/Outbound Interface document and analysis for PS Data to and from Legacy systems and Biz-Talk Application of Asset related information and financial data. Documentation of Design/Develop and Testing of Setup for To-Be process, Customizations design, Workflows, Data Conversion specifications, custom Interfaces and Reports.

Confidential, Clearwater, FL

PeopleSoft Financial Functional Consultant

Responsibilities:

• Assisted in preparing the knowledge base for Computer based training package in General Ledger & Accounts Payable, Commitment Control modules.
• Involved in the High level & Detailed Gap/Fit analysis of the existing PeopleSoft Financials 7.5 to PeopleSoft Financials 8.0
• Demonstrated the High-level GAP with the Enhancements in 8.0 to the BU managerial Group.
• Documented the upgrade process for reference.
• Functionality Testing and Feasibility test done for most of the applications and features introduced in Version 8.0 relevant to Verizon.
• Involved in the Compare & Upgrade report analysis.
• Involved in upgrade of SQR's PeopleSoft 7.5 to PeopleSoft 8.0 field & Record changes
• Designed Outbound Interface document and analysis for PS Data to Mainframe systems and Inbound Design Document for Voucher entries and Vendor Details.
• Created new SQR’s to update the translation process.
• Involved in Business requirements gathering to design technical AP, PO & GL documents.
• Designed technical specs to develop outbound interface and business process accordingly
• Actively Supported Production issues and development on PeopleSoft 7.5 and Issue tracking (normally for month-end process)
• Applied PeopleSoft delivered updates & fixes from time to time and keep track of the new updates and document the same for future reference.
• Setup and Testing done for new processes or features provided in PS 8.0 like the Depreciation Allocation, etc.
• Modified Custom SQR’s and Developed Enhancement SQR’s for as required for 8.0.
• Created the Security user roles, profiles and permissions lists for the users and granting them the required access.
• Worked closely with End Users to understand current systems and define requirements for development of Reports, Interfaces and Customizations within PeopleSoft AP and GL Modules.
• Developed, managed and implemented test plans to ensure the system meets end-user requirements.
• Created Unit Test Plans templates for Upgrade SQR Testing Documentation.
• Actively Involved in production Support of ver.7.53 (Commitment Control, Accounts Payable & General Ledger) parallel to Upgrade process.

Confidential, Largo, FL

PeopleSoft Financial Functional Consultant

Responsibilities:

• Used SQR’s (Brio) extensively for Interface programs and Reports.
• Creating & customizing the pages for calculating the readings of the Leased and Capital Assets for the Functionality as required by the Client.
• Developed SQR’s (GL & AM) for Conversion of Legacy system data to PS 8.0 system.
• Involved in the Developing customized nVision reports and creating scope definition for region, area and zone Allocation Financial reports. I was also involved in Developing new NVision Reports and modifying PS/nVision Financials Reports and Report Book.
• Created the Security user roles, profiles and permissions lists for the users and granting them the required access.
• Involved in the Data Clean up and currently involved in some conversions & interfaces form third party packages to Peoplesoft 8.0 system and train the users in using the PS and get adapt to the new system.
• Implemented Standard Budgets in GL.
• Involved in setting-up of Expenses module and integrating them with the Payables.
• Created Allocation Steps and Process (GL and AM) and Creating Depreciation Allocation Process (AMALLOC).
• Created Tree Structures for Detail and summary levels Chart fields.
• Applying Fixes & patches for the application and database.
• Setting up Closing rules, Updating Open periods and Combination rules and help client to set up an define Business rules using Peoplesoft.
• Created the Year End Close process setup and financials reports.
• Involved in modifying some of the App. engine programs and People Code.
• Developed new reports using SQR, Crystal and PS-Query.
• Customized the delivered SQRs and Crystal reports according to the user requirements
• Trouble shoot problems arising from functional testing and end user testing. Writing and running Test cases/scripts.
• Setting-up and Testing the Expenses transaction process of staging & posting payments and posting the liabilities process
• Documentation of Process flow and Activities and the usage of the some of the process like AP Pay Cycle, Spreadsheet Journal Import, SJE, GL reports and AM Unitization, Adjustments & transfers and Depreciation Allocation.
• Training Users the process flow of, AP, EX and GL and walk thru the complete process involved in Peoplesoft GL, AP, EX modules.