Experience Summary

• Over Eight years of professional work experience with Oracle Applications Financials as a Functional Analyst
• Familiarity with the functionality of the core Oracle Financial modules and their interplay in the overall accounting structure of an organization
• Involved in four full cycle implementations of Oracle applications
• Worked on various modules in Financials (GL, AP, P2P, AR, PO, Credit management, iProcurement, iStore, Cash Management, and Fixed Assets)
• Experienced in Functional Requirement analysis, Gap Analysis, Production Support, Training Business Users, Testing, and Documentation
• Familiarity with Hyperion Business Intelligence for Reporting and Analysis
• Good knowledge of MRC, GCS, SLA, FSG, Multi-org, MOAC, GIS and AIM
• Provided production support post implementation
• Worked with Data load to import data into the application
• Experience in conducting dashboard reviews, escalation management and process streamlining
• Inherent knowledge of integrating Oracle financials with Order management and Costing
• Extensive knowledge of Setting up ADI and uploading data into the application using it
• Prepared and implemented period end Income statement for the client
• Good knowledge of financial statements like balance sheet statements
• Helped implementing new modules along with the existing ones and upgrades
• Reviewed and analyzed users' needs setting up SOB (set of books), Chart of Accounts(COA) etc
• Maintaining Business access as per the SOX compliance and setting up responsibilities accordingly
• Extensively worked on PL/SQL and TOAD for data conversions
• Excellent communication skills and effective team player

Technical Skills

Operating Systems: Windows 9x/2000/XP/NT, UNIX, Mac
Programming Languages : C, C++, VB 6.0, JAVA, Oracle PL/SQL, Oracle Express
Application Software : MS-Word/Excel/PowerPoint/Access/FrontPage/Visio/ Project
Databases : MS-Access, Oracle 8i/9i
ERP : Oracle Applications R12/11i (GL, AP, AR, FA, CM, Credit management, Purchasing, iProcurement)
OLAP : Oracle express administrator, Express server, Hyperion
DB Tools : SQL*Loader, TOAD, Data Load, ADI

Professional Experience

Project: Mainstream ERP
Client:Confidential
Duration: Aug 2010 till date
Location: San Luis Obispo, CA

Description: Mainstream implemented R12 Oracle ERP and they needed someone who can support the applications as well as to work on projects with Taxes.

Role: Senior Business Analyst responsible for supporting production along with implementing new projects in Financials (EBS AP GL,AR, FA, CM) Projects , Trade Management and EBTax

• Provided post production support for all financial modules with month end closing related as well as regular issues
• Implemented new Auto accounting rules for Receivables to help drive the right Accounting
• Provided Test cases and executed them for any new projects
• Worked on EBTax to solve issues and implement a new tax rate for special Jobs in projects
• Configured Trade Management to handle disputes and advanced collections
• Setup Sub ledger Accounting for Receivables third party merge activity
• Resolved any month end related issues involving and data fixes or configuration changes
• Working with Finance team to drive the proper Intercompany accounting
• Implemented Dunning letters in Receivables for customers to send on a monthly basis based on the aging of the invoices
• Worked on Trading community Architecture for Customer Master Project which involved clean up of data
• Provided solution for cleaning up Security access with the appropriate responsibilities as per the employee position
• Correct any autoinvoice errors while importing the invoices while working with Oracle wherever necessary
• Resolved month end issues with Projects and helped import successfully any accounts or invoices related
• Configured Advanced collections to streamline collections process
• Setup various rollup groups to reflect in reporting for financials
• Work with oracle and resolve any data fixes needed for month end close

Project: 11i Upgrade
Client: Confidential
Duration: June 2010 - Aug 2010
Location: Carmel, IN

Description: IR started the ERP upgrade of their legacy system to Oracle 11i with all financial modules along with Order Management

Role: Functional Business Analyst responsible for upgrading, implementing and supportingGL, Fixed Assets and Budgets

• Prepared Design documents for new modifications and enhancements
• Set up new Set Of Books to convert historical data to 11i
• Defined and tested Mass Allocations for IR Group Books to distribute Costs across different Cost centers
• Prepared Test scripts for new Reports and processes as part of the upgrade
• Supporting UPK training material development to help train users in the new environment
• Defined and tested Journal upload using web ADI to the new Historical Set Of Books
• Prepared UPK training Material for users in Fixed Assets and General Ledger
• Tested various reports and worked with developers to modify the same according to Business needs

Project: R12 Upgrade
Client: Confidential
Duration: Feb 2010 - May 2010
Location: Milwaukee, WI

Description: Marquette University took up the project of upgrading their Oracle current ERP System to R12 as a part of clean up activity for the Chart of Accounts structure

Role: Functional Lead implementing Core Financial Modules - upgrading to R12(GL, AP, AR, Advanced Collections, Cash Management, Purchasing, iProcurement. iStore, Credit management, iExpenses, Fixed Assets, P2P and Budgets)

• Conducting Orientation with client to discuss the possibilities of R12 Upgrade
• Understanding current Chart Of Accounts and propose a future design to enhance the way Marquette does Business currently with a newChart of Accounts in R12
• Holding Workshop sessions to dive into the key requirements, enhancements and Impact Analysis for all Financial Modules (GL, AP, AR, Cash Management, P2P and Assets, EBTax)
• Interaction with Business Users to understand better their pain points and Key requirements
• Defined and generated FSG's for Balance Sheets Marquette where rollup groups are considered for aren't/child relationship
• Configure and setup Tax in EBTax module for Marquette's requirement
• Prepare custom financial reports for month end MU process using FSG
• Discuss and Suggest a new Chart of Accounts structure to enhance the Performance of the current Business
• Designing and Developing Demo sessions for the Modules with the Respective users for R12 Environment.
• Discuss and analyze handling of Project Capital Assets AS Is and To Be Process
• Configure the Assets system to Route Capital Assets through Projects/Grants modules as appropriate to record depreciation monthly
• Configure and test iProcurement to implement the punch out functionality for MU org
• Design, Setup and test iExpenses in R12 to bring in the use of Expense reporting online and Credit card usage for Employees
• Design and configure iStore application to help maintain Merchant stores and streamline Marquette's purchasing module
• Implement and build catalog hierarchies for store sections so users can view and order items in a more orderly fashion
• Design and set up scoring engines for Receivables, Advanced collections
• Setting up collections lookups to ease of maintenance and data entry
• Credit check for Marquette customers was implemented to streamline applications
• Define Scoring models and Credit checklists for validated/ Approved customer list
• Gathering Business Requirements for Upgrade considerations and documenting them
• Configuring Working session exercises for the key processes performed at Marquette
• Developed Workflows to customize the approval Process for Journals
• Preparing Visio Process diagrams for AS IS/ To Be Scenarios
• Capture and upgrade all the Custom Processes and Reports
• Provide a Demo environment to show the Intercompany Future transactions in R12 withUPK material to support it
• Interface PeopleSoft student Financials to Oracle GL/AR for creating transactions
• Upgrade and modify the current Revenue Recognition schedule for Marquette in AR to reflect R12 changes and Future Business needs

Project: Bedrock/ERMO
Client: Confidential
Duration: May 2009 - Jan 2010
Location: San Jose, CA

Description: At Cisco, the Financials modules upgraded to Oracle R12 Applications from 11.5.9 Version for all entities except US

Role: IT/Business Analyst supporting the R2R and P2P modules including GL, Fixed Assets, EBTax, iProcurement and iExpenses
Boundary Systems; Also involved in documenting, implementing and supporting different processes/issues as well as impact analysis

• Designed and Implemented Fixed Assets (FA) customization to incorporate workflow approval to add assets into the system which is integrated to Oracle
• As part of ERMO project, worked on AR customer Data conversion and clean up from legacy to Oracle
• Worked on Trading Community Architecture (TCA) and customizing customer import program for site/contact information
• Testing of Boundary systems SI data collaboration with oracle in various financial business processes (P2P)
• Design, document and test various customizations in FA, PO, AP, iExpenses and GL processes
• Support Financials IT team for sub ledger GL reconciliation activities
• Debug and resolve and Financial Statement Generator (FSG) reporting problems for month end purpose
• Incorporated and tested custom Mass transfer functionality where the mapping of multiple assets information is many to many
• Implemented both 'Individual Pay' and 'Both Pay' functionalities in iExpenses
• Set up and tested automation of Amex file upload for iExpenses
• Configuring and setting up iProcurement for online catalog management (Punch-out)
• Worked on customization of Fixed Assets Account generator process where the retirement and cost accounts are derived from the data entered instead of the default setups
• Resolved various show stopper issues in the final stages of implementation.
• Tested and supported Setup automation programs for PO, FA and GL (system profiles, Approval groups, Assignments)
• Implemented FA customization to automatically update location/category in mass additions
• Engage and assist user community for testing and support any issue resolution
• Support all Month end processes in Financials for any issues to resolve them
• Customized APInvoice Approval Workflow to handle expense reports and pre existing invoices.
• Worked on GL consolidations/eliminations for Cisco worldwide consolidations group (CWCG) to consolidate all oracle/non oracle subsidiaries into single ledger
• Implemented custom Web ADI templates for GL and FA to load transactions into the system as per requirements
• Tested various custom reports (GL, FA, AP and PO) for reconciliation issues and helped fixing bugs detected
• Set up various content zones for catalog management in R12 Procurement

Project: Looking glass
Client: Confidential
Duration: Jun 2008 - Apr 2009
Location: Sunnyvale, CA

Description: Bluecoat systems had a rollout project implemented for their Swiss operations. Implemented a new Organization with all the financial modules included configuration, design, setup and testing along with production support.

Role: Worked as a Functional Consultant implementing GL, Capital Assets, P2P, Purchasing, Payables, AR, Credit management, Cash Management, Web ADI, FSG and Costing modules for Swiss organization implementation

Responsibilities

Phase I

• Gathering Business requirements from the users for GL, FA, CM , PO and Costing modules
• Preparing meeting minutes and documentation for Business requirements
• Write up of AS-Is and To- Be documents
• Configuring iReceivables for customers so they can have access to the invoices balances and credit memos
• Set up User registration for various customers who needed access to the customer accounts online
• Preparing functional spec for GL, FA, CM and costing applications
• Personalized various menus and functionalities to support cross module query need for customers
• Setting up GL, FA, CM, PO and costing modules for new Swizz org implementation
• Analyzing the business needs for GIS, GCS and setting them up accordingly
• Eliminated duplicate customer problem using merging functionality
• Providing solution for Revenue Recognition for different types of Blue coat orders in AR
• Helping technical team develop a customized Revenue Recognition program in AR
• Creating punch out catalogues and configuration of iProcurement
• Extracting data from PO and uploading for online purchase
• Creating catalogs and adding to BC defined stores.
• Creating the Blanket PO as per the existing US PO and copying all items from US to Swiss org along with costs
• Followed SOX rules in designing the responsibilities and restricting access accordingly to various functions as per the business requirement
• Creating new accounts for intercompany transactions, Bank set ups etc
• Evaluating the Reports and testing them for the desired outputs after development as per the Business requirements
• Setup MRC for GL as well as Sub ledgers to maintain foreign currency transactions
• Defining system parameters for Cash management with the default set of books and other information
• Uploading data into the forms in oracle using data loader scripts
• Running various customized reports to evaluate any changes from the existing set up
• Testing of P2P process end to end while providing support to users for the same
• Testing of Hyperion flow to GL process for Swiss roll out
• Analyzing the business needs and setting up new corp book and categories for Swiss org Assets
• Test the Reconciliation process in Cash management by entering manual bank statements
• Testing the entire process of Payables transfer to GL, AP Assets creation and mass additions create through Payables
• Setting up Customer Room Pilot (CRP) instance and providing support for UAT
• Set up of DesktopADI and test the creation of Journals along with WEB ADI
• Evaluating and adding account combinations so Account Generator runs smoothly for Depreciation run.

• Providing post-production support after going live
• Fixed any conversion issues from US org to Swiss org
• Resolving any issues with ADI in creating journals and posting them in the system
• Helping resolve any report issues while they were pulling wrong data
• Provided user support by training any new employees as a part of integration with packeteer
• Support month endSub ledger reconciliation issues to resolve them
• Define and generate Financial statements using FSG
• Adding new account codes for Swiss accounts AR/AP transactions.
• Fixing any month end issues and helping close books as per schedule

Environment: Oracle Apps 11.5.10.2

Project: ERP 11.5.9
Client: Confidential
Duration: Aug 2007 - May 2008
Location: Sunnyvale, CA

Description: Yahoo had implemented Oracle 11.5.9 to support its financials along with other modules including HR/Payroll, OIC, OM and others. This was primarily Post-production support project along with enhancements and new implementations.

Role: Worked as a Functional Analyst providing post production support for GL, AP, AR, Cash Management, OIC, Projects, iProcurement, Web ADI, Purchasing, P2R, P2P, Fixed Assets, iExpense modules along with implementing Project Accounting

Responsibilities

Support Project:

• Setting up of AP, PO, Fixed Assets and Receivables modules for India implementation
• Uploading Assets into the system using Desktop ADI and mass addition
• Correcting issue in OIC whenever a commission amount is incorrectly calculated
• Fixing P2R issues with stuck work flow orders by releasing them manually
• Resolving the problem wherein the Bonus amount in OIC output was corrupted
• Fixed the issue of missing sales rep in calculation of split proportional bonus
• Gathering requirements for new reports along with enhancements to existing ones
• Helping users upload journals using Web/Desktop ADI
• Debugging errors in Auto invoice import program to bring in invoices into AR from third party system using a customized program
• Dealing with performance issues like a long running concurrent program or a user lock in a certain form
• Setting up punch out and transparent punch out catalogs
• Facilitating set up of Project Accounting/Costing module along with records entry onto a form using Data loader
• Fixing Bank statement import errors in Cash Management
• Setting up new bank transaction codes, payment terms, security rules, cross validation rules etc
• Debugging the customized program to import accepted/rejected bank transactions files so the program would load all the transactions into the system
• Providing day to day support for Projects, AP and HR for any issues
• Assisting technical team in solving reporting and performance issues where books close might get affected at the period end
• Setting up users in various systems and supporting access issues
• As financial Super User, involved in fixing any FSG related issues for printing or uploading
• Fixing stuck Purchase Order/Requisition using the workflow manager
• Creating new security rules, DFF, responsibility menus, functions
• Assisted in auditing the Business Application as per the SOX requirements every quarter

Implementation Project for India:

• Involved in configuration and set up of all financial modules for Yahoo India rollout implementation
• Setup GL, AP, AR, FA and Cash management for Yahoo India
• Uploaded assets into the system using Desktop ADI
• Set up Receivable lookups, system options, Receipt sources/classes and Activities
• Performed System testing including user training on the same before going live
• Setup new bank accounts for AR/AP transactions Bangalore branch
• Setting up of Bank transaction codes for reconciliation of Bank Statements for Yahoo Bangalore transactions in the system
• Defined a new Corp Book for adding Assets in the new Organization with various Asset categories, depreciation method and fiscal calendar

Environment: Oracle Apps 11.5.9

Project: Castle
Client: Confidential
Duration: Sep 2006 - Jul 2007
Location: Westmont, IL

Description: American surgical is one of the leading manufacturers of surgical instruments.This project was implementation of Oracle ERP applications to support their business in the US

Role: Worked as a Functional Consultant for GL, AP, Fixed Assets, iProcurement and P2P Applications.

Phase I
Participated in the implementation of Oracle Release 11.0.2 financial applications

Specific responsibilities included:

• Set up of Oracle's GL, AP, FA and Purchasing applications
• Went through the full life cycle of implementing modules
• Worked with users to analyze business requirements
• Developed functional solutions, customizations, and enhancements
• Performed system and user testing
• Performed category and supplier mapping for the iProcurement module
• Created punch out catalogues in iProcurement
• Maintained users' access for Oracle applications while insuring data integrity, performance and security.
• Made recommendations for changes while working with the clients to design, setup and test applications prior to implementation
• Opening Tar with Oracle support and applying patches; Utilized AIM as the methodology for all documentation
• Defined parent/child hierarchies and Rollup groups for summary accounts
• Designed and wrote test scripts

• Provided postproduction support after going live.
• Worked with users in providing new report requirements for Technical team
• Involved in regression testing of all the customized reports
• Fixing issues in payment batch posting
• Raised TAR's with Oracle to help resolve certain issues in AP where there was data corruption while performing transactions
• Trained users in using the system and any work arounds to help them perform daily transactions better

Environment: Oracle 11.5.10

Project: ERP Financials
Client: Confidential
Duration: Jul 2005 - Aug 2006
Location: New York, NY

Description: BMC software is a leading provider of software solutions for various clients. This project was an ERP implementation project along with providing support. It supports any integration with other systems with automated batch jobs.

Role:Functional Consultant implementing AR and Cash Management

Responsibilities

• Preparing AIM documents like Business Requirements and Gap analysis document BR150, Setup document BR100
• Setup Transaction types in Account Receivable
• Setup the payment terms and Transaction Sources
• Creating customer, profile classes and Bank Information, Collectors
• Setup Customer and Address Relations in TCA Architecture
• Set up for Invoice, Receipts, Lockbox, Auto Accounting
• Defining System Option Parameters
• Preparation of MD50 documents for Invoice Printing, Dunning Letters etc.
• Set up the line ordering and Grouping rules in the invoice creation
• Setting the different aging buckets used for aging reports
• Worked with business to understand the reporting need created specifications
• Implemented unit testing of the AR module
• Worked on Cash forecasting, reconciliation and Cash positioning

Environment: Oracle 11.5.9

Project: Implementation 11i
Client: Confidential
Duration: Jan 2005 - Jun 2005
Location: Alexandria, VA

Description: This is an implementation of Oracle 11.5.9 to support all the services provided by Mirant Corp to its client base and to maintain compensation for its employees based on their performance.

Role:Functional Consultant setting up GL, AP, P2P and iExpenses

Responsibilities

• Setting up GL Chart of Accounts, Calendar, Define Transaction Calendar, Open, and Close Accounting Periods
• Involved in Requirement Gathering and Recommended solutions to fill the gaps
• Involved In CRP sessions and reviewed the possible options for the client requirements
• Implemented full cycle of GL and P2P applications
• Worked on Designing MD 50 and TE 40 Documents
• Create suppliers, Purchase Requisitions and Purchase orders in Oracle Purchasing
• Setting up Account Payables, Setup Payment terms, invoice distribution, match invoices against Purchase Order
• Developed solutions and assessments based on business requirements, in order to design data extracts, test plans, and strategies.
• Provided training to users after implementing successfully

Environment: Oracle 11.5.9

Project: Americas' regional implementation
Client: Confidential
Duration: Aug 2003 - Dec 2004
Location: Pensacola, FL

Role: Worked as a Functional Consultant for implementing Oracle Payables, Receivables and Cash Management. It also involved post-production support to stabilize the system by solving any issues after going live.

Responsibilities

• Implemented Oracle Cash Management for Bank reconciliation. Integrating Bank accounts from AP, AR and Payroll
• Gathered business requirements definition and prepared documents. Created process documentation and advised clients on creating detailed test scripts
• AP Highlights: Setup financials and payables options, defined templates for employee expense reports, Supplier and sites, supplier bank, payment methods and terms. Defined internal bank and bank transaction codes
• AR Highlights: Defined System Options, Accounting Rules, AutoAccounting Rules, Aging Buckets, Approval Limits and Approval Hierarchy, Lockboxes, AutoCash Rule Sets, Transaction Types, Payment Terms and, Dunning Letters
• CE Highlights: Defined system parameters for manual and auto reconciliation. Created cash forecast template, sources and cash positioning worksheet
• Developed user manuals and conducted user training
• Provided Post implementation support

Project: 11i
Client: Confidential
Duration: Apr 2002 - Jun 2003
Location: Hyderabad, INDIA

Role: Worked as a Programmer Analyst to implement Oracle ERP 11i and OLAP Express

Responsibilities

• Primary focus was in PL/SQL and Oracle 8i On-Line Analytical Processing (OLAP) tools, including Oracle Express and web interface
• Implemented Oracle 11i Financials core modules like GL, AP, AR, FA and Cash Management
• Developer on a project for developing a multi-dimensional database associated web-based interface for exploring information in a multitude of ways
• Also worked on converting data on Oracle server from a database provided as a snapshot by the Client to a residing standard database based on certain conversion rules
• Involved in Quality assurance and testing of the business modules as a part of monthly check on various OLAP business modules
• Providing user support and maintenance of the online business interface

Education: Bachelor's in Computer Engineering.

References: Available upon request