SUMMARY

• 8+ years of experience in the financial domain, including expertise as an Oracle Financials Functional Analyst working with multiple clients from an assortment of industries.
• In - depth experience as an Oracle Financials Functional Analyst working on Multiple Implementations, Upgradation and Post Production Support of Financial Modules in Oracle Fusion Cloud Financials and both Oracle E-Business Suite R12 and 11i versions of Oracle Applications
• Professional expertise in Designing, Implementation and Testing of Oracle Financials; including General Ledger (GL) including Advanced Global Intercompany System (AGIS), Account Payables (AP), Payments (Payments), Account Receivables (AR), Fixed Assets (FA), Cash Management (CE), Purchasing (PO), Internet Expenses (iExpenses) and System Administration (Sys Admin).
• Experience in working with global implementations and implemented AGIS (Advance Global Intercompany System), Involved in Multi-Org & Multi-Currency, Re-valuation, Translation, MOAC (Multi Organization Access Control), Designed and developed Financial Statements (FSG’s) as per Business Requirement.
• Extensive knowledge and expertise of business process flows in the areas of Procure to Pay (P2P), Order to Cash (O2C), Acquire to Retire (A2R) and R12 Sub-Ledger Accounting (SLA).
• Multiple project life cycles experience with Initiating, Planning, Executing, Supporting and Monitoring. Facilitated Workshops, Business Analysis, Requirements Gathering, Scope Verification & Validation, Alternatives Identification and Analysis, Functional Design Development, Training, Coordinating Integration & User Acceptance Test and Post-Production support.
• Involved in Data Conversions and Migration from Legacy System to Oracle and designed functional specification document of data for Suppliers, Customers, Assets, GL Balances, Open AP and AR with Revenue Recognition and unapplied receipts.
• Well versed in using and maintaining documentation of Application Implementations Methodology (AIM), which includes Business Functional Requirement analysis, Understanding AS-IS & TO-BE process, Gap analysis and providing solution design and building RICE components as a part of fit gap analysis, System configuration and testing with documents such as but not limited to MD 50, CV 40, TE 40, BP 80,RD20, BR30, BR 150 and BR 100,
• Conducted multiple CRP’s, provide wide range of functional training to multiple business users and Co-ordinate UAT.
• Created SR’s/TAR with Oracle Technical Support, coordinate and follow on multiple issues based on priority including identifying bugs and follow-up with Oracle Development to resolve issues within the system
• Conducted meetings with business, coordination with Offshore team and creation of functional Impact Analysis documentation as part of Change Management Process
• Excellent communication skills and leadership qualities with analytical problem solving abilities as well as being an effective team player

TECHNICAL SKILLS

Oracle ERP: Cloud, R12 & 11i versions - GL including AGIS, AP, AR, CE, FA, E-B Tax, PO, iExpense, SLA, Sys Admin and cycles including P2P, O2C, R2R and A2R.

Oracle Fusion Cloud Financials: GL including AGIS, AP, AR, CE, FA, Tax, PO, SLA, OIM (Oracle Identity Manager) and cycles including P2P, O2C, R2R and A2R.

Other Tools: Web ADI, ADI, Toad, Data Loader, Hyperion, OBIEE, Smart View, MS Office, MS Excel, MS VBA, SQL*Loader, SQL*Plus, Bugzilla, HP Quality Testing Tool and Discoverer

PROFESSIONAL EXPERIENCE

Confidential, Raleigh, NC

Oracle Cloud Requirements Gathering & Functional Analyst

Responsibilities:

• Requirement gathering from business users through meetings and group brainstorming
• Documentation of current business processes as a B/A with detailed process flows
• Involvement in creating Blueprint Design Workshops, Design Planning, and Project Timeline in accordance with Project Scope
• Participation in weekly meetings from initial Kickoff phase to project closure
• Working cohesively with Oracle Identity Manager to ensure a smooth flow from configuration to project kickoff and scheduled patch upgrades.
• Involved in working with Oracle implementers to conduct project plans, configurations and documentation for GL, AP and AR
• Involved in managing risk and issues logs to track potential scope creep items and S/R concerns
• Communication with offshore team to assist in vanilla, CRP 1, CRP 2, and go-live configuration
• Workarounds for customizations on a multitude of business specific requirements that were implemented in 11i
• Creation of TE-40 Test Scripts and guiding business users through walkthroughs during CRP sessions
• Working in tandem with Oracle implementers to improve efficiency throughout the project; from original Blueprint gathering, CRP’s, SIT’s, to UAT
• Perform smoke screen testing during initial phases to ensure quality acceptance testing criteria were adhered to

Confidential, Jacksonville, FL

Oracle Financial Functional Lead Analyst

Responsibilities:

• Creating invites and leading meetings with department heads, as well as lower end-level Business Users
• Directly involved in setting up GL and AP accounts. Creating account values and integrating with third party software
• Tasked with setting up and providing training for Payments, GL, Web-ADI, and Payables module
• Assigned tasks to, and worked in detail with tech resources to test existing customizations and create new ones as per business needs
• Created and maintaining documents such as BR100 from day one, while updating BR100, BR150, separate Functional-Gap documents periodically
• Enabled reports for client version of ADI, while setting up Web ADI for a more enhanced experience, while maintaining the reporting power of previous Desktop Integrator
• Working with technical resources to clearly identify changes in interfaces and staging tables from 11i to R12. Testing population of data by directing name changes to tables and checking paths to ensure all Site Values are properly defined
• Customized XML templates and uploading RTF files for custom check printing as per business needs
• Gathering business requirement documents to properly set up GL, AP, and AR. Ensuring changes are noted and creating training documents
• Lead training sessions for end users, with basic overview in CRP1 and a more detailed training provided during the final UAT
• Researched issues on Oracle Support, while creating SR’s for problems outside of the Metalink and Oracle Community scope.
• Worked with Offshore team to delegate DBA responsibilities

Confidential, Herndon, VA

Oracle Financial Functional Analyst

Responsibilities:

• Requirement gathering and GAP analysis
• Responsibility includes setting up Consolidated Schools in Primary Ledger. Scope involved, GL, AP, Payments & iExpense
• Managing and tracking costs associated with the project utilizing Project Costing
• GL: Adding school codes in Chart of Accounts, Updating Parent accounts, Define Legal Entity, Define Intercompany relationships, Creation of Operating Unit. Creation of new responsibility, Adding Cross validation rules.
• Payments: Setting up Internal bank accounts, Bill-to and Ship-to locations with Operating units, and defining Conversion rates
• AP: Setting up Financial Options, Payable Option for each OU, Setting up new AP responsibilities, Create roles & responsibility, Assign LE for bank access, Update Security profile, Create bank accounts, Payment documents, Payment defaulting rules, Payment process templates.
• AR: Transaction types. Memo Lines, Revenue recognition rules for Avanta invoicing. iExpense: Setting up iExpense Templates, Internet Expense administration setups.
• Customized Web ADI with descriptive flexfields to populate Supplier information during upload.
• Changed SLA rules in Fixed Assets.
• Created test scripts and training of end user
• Work extensively with Offshore team (Oracle on Demand)
• Providing post production support

Confidential, Murrieta, CA

Oracle Fusion Financial Consultant

Responsibilities:

• Oracle Fusion setup of Financial modules including GL, FA, AR, AP and CE as per business needs
• Hands on, live training with Oracle Fusion Financials Development Team and Oracle Tech Support
• Provided comprehensive Fusion Apps Business Process Design documentation as well as test scripts
• Participated in gathering of requirements, analyzing and designing of business processes, and system testing
• Extensively involved in requirement analysis, gap & fit-gap analysis, unit testing and CRP’s
• Coordinated with end users using FRC’s to implement financial reports
• Led CRP sessions extensively for clients, users and shareholders
• Experienced hands on with Oracle Fusion and Fusion ARand FusionHuman Capital Management Foundation
• Coordinated with business process and listed the business procedures for Procure to Pay and Project Invoicing to Cash Receipts throughout the project
• Thoroughly researched and documented review of Oracle E-BS Projects, AR and GL.
• Involved directly with knowledge of OBIA and OTBI.
• Designed various customized reports in OTBI
• Successfully configured Oracle Fusion Project Accounting and SLA rules.
• Utilized the OSN (Oracle Social Network), Oracle support and OER to troubleshoot bugs and fix several issues within the server

Confidential, Torrance, CA

Oracle Fusion Financial Consultant

Responsibilities:

• Designed business process, tasked with current business process analysis, system configuration and system testing
• Helped create and review BR Documents. Analyzed the functionality of Oracle Applications to identify needs and provide solutions to the business and development teams
• Responsible for setting up COA Structure, Segment, Values Sets, Flex fields, Segment Qualifiers, Security Rules, Calendar and Currencies
• In charge of configuration of modules GL, Tax, and AP according to the business requirement
• Integrated the desktop using Smart View to the server, also used Financial Reporting Center, Financial Reporting Studio, ADF Desktop Integrator for reporting purposes
• Performed Requirement Analysis - gathering requirements, performing impact analysis, and document requirements
• Created customers and customer profile class. Configured banks, bank accounts, branches and all required setups within the CE module
• Interacted with Oracle Support to resolve critical issues using SR/TAR. Utilized Oracle Web Conference in special scenarios as well
• Trained super and power users before the start of CRP
• Coordinated with Project Manager and Business Users to notify of system updates and deadlines for implementation
• Defined and setup financial options, payables options, suppliers, banks, etc.
• Setup of invoices, debit and credit memos, and various other transaction types
• Setup receipt class, receipt methods, and receivable activities, as well as delinquency notices when needed
• Participated in UAT. Prepared and executed test scripts and test scenarios
• Extensive knowledge of OBIA and OTBI. Custom reports generated through FR Studio
• Utilized AIM Methodology documentation procedure and maintained documents such as, but not limiting to BR100, BR30, BR150, etc.

Confidential, Atlanta, GA

Oracle Financials Functional Analyst

Responsibilities:

• Tasked with requirement gathering, current business process analysis, re-engineering and designing of business process, system configuration and system testing.
• Reviewed current business process and documented the business procedures for Procure to Pay and Project Invoicing to Cash Receipts.
• Set up Payables process and configured system setup for (Financial option, Payable system option & Payable option) to meet the business requirements such as batch invoices, batch payments, employee expense report process, & 1099 reporting.
• Reviewed the current reconciliation process in Cash Management and designed business process and system has been configured and tested to meet the Business requirements.
• Integrated Cash Management with Payables, Receivable modules for reconciliation Auto import and reconciliation of bank statement, Bank File Integration & Mapping.
• Configured CRP’s, Prepared Test Scripts, Test plan, Test Scenarios, User Manuals, plan for UAT, user feedback integration.
• Created/Maintained Business process for requirement gathering, process design, system configurations, custom reports as part of project implementation task.

Confidential, Sacramento, CA

Oracle Sr. Financials Functional Analyst

Responsibilities:

• Reviewed the Business Requirements Documents with the business and development teams and analyzed the functionality of the Oracle applications so as to finalize the solution.
• Identifying standard functionality, analyze gaps document and design solution for GL & AR depending on Business requirement
• Coordinated with Project Manager, Business team for system updates and deadlines for the implementation.
• Set-up Chart of accounts structure, Segment, Values Sets, Flex fields and Segment Qualifiers, Cross Validation Rules, Security Rules, Calendar & Currencies.
• Set-up Standard Journals, Statistical Journals, Recurring Journals and Suspense Accounts and Mass Allocation, Defined FSG’s, and Open and Close Accounting Periods
• Set-up AR System option, payment term and Auto accounting.
• Created and setup customers and its profile class.
• Set-up receipt class, receipt methods, receivable activities and accounting information for revenue recognition
• Configured CRP’s, Prepared Test Scripts, Test plan, Test Scenarios, User Manuals, plan for UAT and user feedback integration.

Confidential, Houston, TX

Oracle Financial Functional Analyst - Support

Responsibilities:

• Supported day-to-day production issues, gathered requirements, configured and tested system to meet the requirements. It includes documentation and user training on new processes.
• Resolved process issues, period end closing and interface issues in GL, AP, AR, FA, CE, PO and E-Business Tax modules.
• Business process was designed and users were trained to log process issues and documented.
• Business process was designed for interface issues in cash management and Receivables.
• Issue resolution; update functional impact analysis with proposed changes, if any into Bugzilla issue tracker.
• Created and followed up SR’s with Oracle Technical Support, coordinate and follow on multiple issues based on priority including identifying bugs and follow-up with Oracle Development
• Periodical status updates to Project Manager and follow up with pending business input or issue resolutions as part of status meeting.

Confidential, Westlake, OH

Oracle Financials Functional Consultant

Responsibilities:

• System setup audit was done to ensure the system setups in R12.1.3 to meet the requirements in GL, AP, and AR modules.
• Reviewed the R12.1.1 setups with the CFO, Manager and users of respective modules/systems and updated the setup as per business requirements.
• New functionalities like Sub Ledger Accounting (SLA) and functionality changes in various modules were reviewed with CFO, Super users and Users of various Business areas.
• System integration and regression tests were carried out to meet various functional scenarios.
• System was tested to meet Procure to Pay with matching and payment batch process in payables system.
• System was tested to meet invoice to cash process applying manual and Auto Lockbox receipts, and revenue reorganization in Receivables. Reviewed and confirmed location based tax setups to meet the requirement.
• Developed test cases on various functional scenarios and provided to users. User training was provided on the new system.

Confidential - Dayton, OH

Oracle Financials Functional Consultant

Responsibilities:

• Reviewed the Business Requirements Documents with the Business and Development teams and analyzed the functionality of the Oracle applications so as to finalize the solution.
• Identified standard functionality, analyze gaps document and design solution for GL, AP and E-B Tax depending on business requirement
• Created Chart of Accounts, calendar and currency according to the business requirement
• Defined Primary Ledger, secondary ledger and defined accounting setup options
• Involved in the setup up of Security rules, data access sets, Cross validation rules, recurring journals, revaluation template and translation
• Involved in the design and setup of legal entities and the related inventory organizations using the legal entity Configuration
• Configured Payables System options, Financial options and Payables options
• Defined Payment Terms and Distribution Sets, Involved in the setup of auto invoice workflow
• Tax configuration included complete set of tax rule as part of tax Regime etc.
• Configured CRP’s, Prepared Test Scripts, Test plan, Test Scenarios, User Manuals, plan for UAT, user feedback integration.
• Worked with technical team for data conversion and custom object validation.

Confidential - North Brook, IL

Oracle Financials Functional Analyst

Responsibilities:

• System setup audit was done to ensure the system setups in R12.1.1 met the requirements in GL, AP, and FA modules.
• Review the R12.0.5 setups with Project Manager and updated the setup as per business requirements.
• New functionalities like Sub Ledger Accounting (SLA) and functionality changes in various modules are reviewed with CFO, Super users and Users of various Business areas.
• Responsible for preparing upgrade plan for GL, AP & FA
• Prepared impact analysis document for the upgrade of financials module
• Responsible for setting up Data Access sets, Report Manager, Payment Process
• Responsible for complete functional testing and resolving issues
• Configured CRP’s, Prepared Test Scripts, Test plan, Test Scenarios, User Manuals, plan for UAT, user feedback integration. Coordinated with Oracle support and raised SR for critical issues
• Resolved process issues, period end closing and interface issues in GL, AP, AR, FA, CE, PO and E-Business Tax modules.
• Issue resolution, update functional impact analysis with proposed changes, if any in to Bugzilla issue tracker
• Created and followed up SR’s with Oracle Technical Support, coordinated and followed up on multiple issues based on priority including identifying bugs and follow-up with Oracle Development

Confidential, Euless, TX

Oracle Financials Functional Consultant

Responsibilities:

• Conducted preliminary study on current asset creation process and system (Access Database).
• Organized shop floor meetings with Users, Accounting and Audit groups. Established one-on-one interaction with user in requirement gathering, current system analysis and solution designing.
• Current business process in assets creation, assets accounting and asset inventory control was reviewed and provided as-is and to-be process document on Assets creation and effective Asset Management process.
• Developed Business processes, solution designing to meet the business requirement.
• Designed and configured setups in Purchase and Account Payables modules to meet the Purchase Requisition created in asset process.
• Conversion strategy was developed to migrate the asset data from current system (Access Database) in to Oracle Fixed Assets. ADI was used to migrate the data.

Confidential, Spokane, WA

Oracle Financials Functional Analyst

Responsibilities:

• Supporting day-to-day production issues, gathering requirements, configuring and testing system to meet the requirements. It includes documentation and user training on new processes.
• Provided period end closing process for Payables and General Ledger. Resolved period end closing issues.
• Gathered requirements on budgets and configured the GL system to meet the requirements. Functional process was developed to upload budget journals and configured setups for Web ADI for batch journals upload process.
• Analyzed the requirements/process issues and designed a business process to meet the functional requirements for enhancements, Period End closing and production issues.
• Issue resolution, update functional impact analysis with proposed changes, if any in to Bugzilla issue tracker
• Provided production support on GL, AP, AR, FA, PO, and modules and resolved period end closing and interface issues in production. Trained user on process design and enhancements.

Confidential, Seattle, WA

Oracle Financials Functional Analyst

Responsibilities:

• Responsible for preparing upgrade plan for GL, AP & FA
• Prepared impact analysis document for the upgrade of financials module
• Conducted study on current business process and designed future state functional requirements in GL, AP, and FA. Designed payment batch process for EFT process and tested.
• Performed system integrity and functionality test by running the regression test suite for various scenarios in General Ledger, Account Payables and Fixed Assets to meet the desired business process.
• CRP’s and user acceptance test (UAT) was carried out in above modules. Trained the end users in major changes and resolved issues during UAT.
• Developed MD- 50s for custom reports and documented Test Scripts for user training.
• Supported day-to-day production issues, gathered requirements, configured and tested system to meet the requirements. It included documentation and user training on new processes.
• Provided period end closing process for Payables and General Ledger. Resolved period end closing issues.
• Gathered requirements configured the GL system to meet the requirements. Functional process was developed to upload accrual journals and configured setups for Web ADI for batch journals upload process.
• Analyzed the requirements/process issues and designed a business process to meet the functional requirements for enhancements, Period End closing and production issues.
• System was tested to meet the standard functionality. Testing strategy was created and test scripts provided for user training for various functional scenarios.
• Coordinated with oracle support, created and followed up with service request

Confidential, Plantation, FL

Oracle Financials Functional Consultant

Responsibilities:

• Reviewed the Business Requirements Documents with the Business and Development teams and analyzed the functionality of the Oracle applications so as to finalize the solution.
• Identifying standard functionality, analyze gaps document and design solution for GL, AP& AR depending on business requirement
• Coordinated with Project Manager, business team for system updates and deadlines for the implementation.
• General Ledger was configured to meet the following requirement.
• Set-up of Chart of accounts structure, Segment, Values Sets, Flex fields and Segment Qualifiers, Cross Validation Rules, security Rules, Calendar, Currencies
• System integration and regression testing was done for Service Contract, Order Entry, AR Payables and iExpense systems and resolved the issues.
• Data conversion and migration strategy was designed for conversion Customer Master, Open Invoice and Service Contracts.
• Created/Maintained AIM documents BR100, MD50, CV40, & TE40.
• Setting up Standard Journals, Statistical Journals, Recurring Journals and Suspense Accounts and Mass Allocation, Defining FSG’s, Creating Ad-hoc Reports, and Open and Close Accounting Periods
• Extensively worked on AR and configured setups to meet the Business requirement.
• Payables system was set to meet Business requirement.