PROFESSIONAL SUMMARY:

Confidential has over thirty - five 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 FSCM projects implementing PeopleSoft Financials in a number of different industries and has led many Fit/Gap and Business Process Design sessions for the General Ledger, Commitment Control, Asset Management and other FSCM modules. He has plenty of experience designing and testing nVision reports for GL/KK and has worked with many areas of Accounting and Finance, setting up Allocations, Minority Interests, and Consolidations. He has assisted clients in redesigning their Chart of Accounts, reducing customizations, and employees to utilize new functionality. Confidential also possesses some basic technical ability, specifically his experience navigating Application Designer and writing SQL commands. He is well-versed in preparing the necessary project documentation, i.e. Configuration Workbook, Functional Design Documents, Requirements Traceability Matrix, etc.

PROFESSIONAL SKILLS:

General Ledger

Asset Management

Commitment Control

Accounts Payable

Treasury/Cash Management

UPK

General Ledger nVision Reporting

PS Query

SQL Management Studio

Applications Deployment

Fit/Gap Analysis

Conference Room Pilot

Configuration

Data Conversion

Testing

Documentation

Report Design

End User

PeopleSoft General Ledger

PeopleTools 8.0 (I & II)

PeopleSoft Asset Management ver 8.9

Purchasing/Payables ver 9.0(accelerated)

UPK ver 2.7

Commitment Control ver 8.9

Treasury 8.9

PROFESSIONAL EXPERIENCE:

Confidential, Winston-Salem, NC

PeopleSoft Senior Business Analyst

Responsibilities:

• PeopleSoft Functional Analyst supporting several Healthcare clients, responding to ServiceNow Incidents and Problems, trouble shooting and solving database issues.
• PeopleSoft Functional Analyst supporting consultants during upgrade project with various activities explaining new functionality in version 9.2.
• Assisted Accounting Department in a temporary capacity, clerical filing of paperwork, trouble shooting and solving clerical issues, tax preparation of client returns.

Confidential, Myrtle Beach, SC

PeopleSoft Business Analyst

Responsibilities:

• PeopleSoft Functional Analyst (GL, AP) assisting Financial Services client, creating new GL and AP Business Units, in advance of divestiture of several businesses, designing and testing new nVision layouts, Trees, etc.

Confidential, Westbury, NY

PeopleSoft Financials Lead

Responsibilities:

• Functional Module Lead (GL, KK, AM, PC) - Upgrade PeopleSoft 9.2 for Healthcare client.
• Led Fit/Gap Sessions, Client Requirements meetings, Assisted Client during monthly close, Allocations, Consolidations.
• Developed Test plans, test scripts for various modules, guiding client during Testing phase, reducing number of customizations.
• Redesigned over 200 nVision layouts for all divisions of hospital group, using new Tools version (8.54).
• Worked with Oracle Hosting during upgrade, testing, Go-Live and Post Live Support, while showing client new functionality.

Confidential, Seattle, WA

PeopleSoft Financials Lead

Responsibilities:

• Back fill for firm’s functional Module Lead (AM), working on upgrade to 9.2 for Public Sector client.
• Helped Client team create Requirements Documentation for AM and GL modules.
• Assisted Client during Testing phase, showing how customizations were replaced by delivered process(es).
• Lead Conference Room Pilot sessions, showing client new delivered functionality.

Confidential, Winston-Salem, NC

PeopleSoft Financials and nVision Reporting Lead

Responsibilities:

• Functional Financials Lead (GL, AM), upgrade to 9.2 for Healthcare client, leading client with requirements and fit/gap.
• Assisted client during project with various activities explaining new functionality in 9.2.
• Report Design, nVision Reports, Tree Manager updates (BUs, CFs), and PS/Query Manager.
• Remote Help Desk assistance during monthly and year end close.

Confidential, Jacksonville, FL

PeopleSoft Financials Lead

Responsibilities:

• Functional Lead resource for General Ledger, Commitment Control and Asset Management modules, ver. 9.2 implementation
• Assisted client with various project activities during Design and Test phases of project.

Confidential, Miami, FL

Senior Principal Consultant

Responsibilities:

• PeopleSoft FSCM Functional Module Lead for Confidential client.
• Functional Lead resource for General Ledger, Commitment Control and FSCM modules, ver. 9.2 implementation.
• Led client meetings Fit/Gap, Requirements, review PeopleSoft functionality for GL/KK.

Confidential, Bakersfield, CA and San Diego, CA

FSCM Functional Lead

Responsibilities:

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

Confidential, Pasadena, CA and San Diego, CA

PeopleSoft Financials Functional Consultant

Responsibilities:

• Team member on several implementations covering different FSCM modules 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, ver. 9.1 for Healthcare client
• Designed, tested and delivered PeopleSoft nVision reports for several projects.

Confidential, Erlanger, KY

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, Charlottesville, VA

PeopleSoft Financials Consultant

Responsibilities:

• PeopleSoft Financials resource, assisting the University IT and Finance departments through final testing phase and go-live.
• 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, Irving, TX

PeopleSoft Financials Lead

Responsibilities:

• PeopleSoft Financials Functional GL/AM Lead, ver. 9.1 implementation 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 Design, 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, Washington, DC

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
• Designed and tested nVision reports, creating a database inventory of layouts used by staff.

Confidential, Pleasanton, CA

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 (GL, KK, AP, AM) in a wide variety of industries, including several Public Sector, K-12 and Higher clients.
• GL Functional Lead, 9.0 new implementation, nVision Reporting for Confidential
• AM Functional Lead for 8.8 to 9.1 upgrade ( Confidential ) and 8.4 to 9.0 upgrade (K-12)
• Asset Management Lead/UPK/nVision Reporting Lead, ver. 9.0 for K-12
• General Ledger Functional Analyst, 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, New York, NY

PeopleSoft GL Consultant

Responsibilities:

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

Confidential, New York, NY

PeopleSoft GL Consultant

Responsibilities:

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

Confidential, New York, NY

PeopleSoft Financials Senior Business Analyst

Responsibilities:

• 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
• Designed 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.
• 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