Career Summary
I have twelve years of experience in multiple areas of Finance and ERP consulting. I hold ten years of project lead and project management experience in Oracle PeopleSoft Enterprise Financials with emphasis in General Ledger, Accounts Payable, Project Costing, Purchasing and PeopleSoft reporting. My experience includes both public and private sectors, including public school districts and Fortune 500 companies. I have a proven track record of managing project resources along with client expectations, which is a testament to my strong analytical skills and excellent problem solving abilities. Industry experience includes financial services, high tech, public accounting, education, manufacturing, insurance, retail, mining and energy. In addition, I possess outstanding organizational skills and the ability to coordinate multiple tasks while consistently meeting deadlines.

Application Module Expertise
Oracle PeopleSoft Enterprise Financials: 10+ Years experience

• General Ledger 6.0, 7.0, 7.5, 8.0, 8.4, 8.8, 8.9
• Accounts Payable 6.0, 7.0, 7.5, 8.0, 8.4, 8.8, 8.9
• Project Costing 7.0, 8.0, 8.4, 8.8, 8.9
• Purchasing 8.8, 8.9
• PeopleSoft UPK

Tririga: 1+ Years experience

• Projects 9.6
• Operations 9.6
• Portfolio 9.6

Technical Skill Summary
10+ Years experience

• PeopleTools 7.5, 8, 8.4, 8.9
• nVision
• SQL
• PS/Query
• Crystal
• Tree Manager

Project Experience:
PeopleSoft 8.9 Financials / Tririga Workplace Enterprise Management Implementation
Confidential
Tririga Projects and Operations, Interfaces to PeopleSoft Project Costing Module
July 2008 - September 2009
Functional lead for the implementation of the Tririga Projects module. Worked on all aspects of the implementation including analysis of existing processes, process re-design, setup, testing and training. Responsible for the design and testing of data exchange interfaces between the Tririga Facility Project module and PeopleSoft's Project Costing module. Assisted in the testing of the Operations and Portfolio modules, which included work order management and system configuration.

PeopleSoft 8.9 Financials Project Reporting and Data Conversion Project
Confidential
Project Costing, nVision, Crystal Reports
March 2008 - July 2008
Served as a report developer for the District Program Management and Treasury functional areas. Responsibilities included the design, development and rollout of multiple management and financial reports along with the re-configuration of the Project Costing module to allow for more efficient reporting. The technologies used to develop these reports included PS/Query, nVision and Crystal Reports. I also designed custom pages within the Project Costing module to allow direct input of anticipated cost information to be used in certain cost reports. Responsible for the conversion of legacy Capital Project data from the District's T.E.R.M.S. mainframe system to the Project Costing module within PeopleSoft. In addition I provided knowledge transfer for the reports and maintenance of these reports to District staff.

PeopleSoft 8.9 Financials & HRMS Production Support Project
Confidential
Accounts Payable, Procurement Card, eProcurement, Project Costing, Commitment Control
January 2007 - March 2008
Served as a production support consultant for the Accounts Payable, Commitment Control, eProcurement, Project Costing and Procurement Card functional areas. My duties included the day to day support of these areas and the continued training of district staff. Primary focus was internal funds accounting and billing, procurement card reconciliation, 1099 reporting, year-end close processes, PO and budget roll processes, asset conversion and the reconciliation of project costing data. Integral part of Bundle implementation, including creation of test scripts and facilitation of testing for multiple functional areas. In addition to these duties I continue to provide guidance and training to the district staff so that they will be able to support the system become self-sufficient organization.

PeopleSoft 8.9 Financials & HRMS Implementation Project
Confidential
Accounts Payable, Procurement Card, Vendor Conversion
July 2005 - December 2006
Served as a functional lead on a PeopleSoft 8.9 implementation at one of the largest school districts in the country. My primary responsibility on the project was the design, configuration and implementation of the Accounts Payable module along with the design and implementation of the districts procurement card process. I worked extensively with the district's functional area leads to design the system to meet current and future requirements. For the procurement card process a customization had to be designed to meet the district's budget tracking requirements. The districts procurement card department manages more than 1,100 cards using PeopleSoft today. My other major role on the project was the cleanup and conversion of the district's 23,000 vendors from their legacy system into PeopleSoft. This process eliminated thousands of duplicate and no longer active vendors. I was also responsible for the development of training materials and the actual training of district staff.

PeopleSoft 8.4 Financials Banking Enhancement Project
Confidential
Accounts Payable/Banking Expert
February 2005 - June 2005
Served as the Functional Accounts Payable / Banking expert on a banking enhancement project for a global clinical research company. My responsibilities included developing a strategy to consolidate forty-three bank accounts into just two. I led an effort to implement positive pay and ACH payments for the new bank accounts, which included writing the functional specifications for the development of these processes. I also was responsible for modifying crystal check layouts to meet the check requirements of the new bank. Other responsibilities included analyzing the company's home grown bank reconciliation solution for its European division and delivering a recommendation for a longer term more efficient solution.

PeopleSoft 8.8 Financials Upgrade Project
Confidential
Accounts Payable Functional Lead
October 2004 - February 2005
Served as a functional lead on a PeopleSoft 8.8 Upgrade project for a leading energy company. I was engaged on this project at the beginning of the testing phase to handle all aspects of testing the Accounts Payable module. I was responsible for all system testing and end to end testing of AP, which included test script execution, test result documentation and problem resolution. I was also responsible for the coordination of all User Acceptance Testing for the AP module. For the performance testing phase of the project, I was heavily involved with the creation and execution of the performance test scenarios for all the modules, which included Accounts Payable, General Ledger, eProcurement, Project Costing and Time and Expenses. Other responsibilities included assisting in the development of the AP End User Training course.

PeopleSoft 8.8 Financials Upgrade Project
Confidential
Accounts Payable, Project Costing and Purchasing Functional Lead
March 2004 - October 2004
Served as functional lead on a PeopleSoft 8.8 Upgrade project for a leading communication solution provider. One of my responsibilities on this project was the analysis of the customizations made to the Accounts Payable, Project Costing and Purchasing modules in the version 7.5 environment and the elimination of those customizations. Through this analysis process I was able to eliminate 90% of the customizations by process redesign and using delivered PeopleSoft 8.8 functionality. This will provide a significant savings to the client on future upgrade efforts. Other responsibilities included the design and creation of functional design specs, test scripts and training deliverables.

PeopleSoft 8.4 Financials Implementation Project
Confidential
Accounts Payable and Project Costing Functional Lead
March 2003 - March 2004
Served as a functional lead on a PeopleSoft 8.4 implementation at a large multinational mining company. My primary responsibility on the project was the design, configuration and implementation of the Accounts Payable and Project Costing modules. I worked extensively with the client's module leads at their U.S. and Colombian operations to design the system to meet requirements. The implementation of the Project Costing module greatly improved the efficiency of the clients Authorization for Expenditure processes and procedures. My secondary role on the project was assisting the General Ledger team in the design of allocations and nVision reports.

PeopleSoft 8.0 nVision Reporting Engagement
Confidential
nVision Report Developer
December 2002 - March 2003
Served as an nVision report developer on a PeopleSoft 8.0 engagement for a multinational IT services company. My duties included working with top level Corporate Finance leaders to redesign their critical nVision reports to work in the new PeopleSoft 8.0 environment. I also was responsible for developing the clients Report Distribution Strategy that would be used after system go live.

Vendor Selection Engagement
Confidential
Functional Lead
October 2002 - November 2002
Served as the functional lead on a vendor selection engagement for a large multinational prepress graphics company. Performed both a quantitative and qualitative analysis on Digital Asset Management solutions to be part of the client's operational enterprise system. Presented findings and recommendation to the client's executive steering committee.

PeopleSoft 8.0 Financials Fit/Gap Analysis

Confidential
Functional Lead
June 2002 - August 2002
Served as Functional Lead of an analysis team engaged to determine the feasibility of converting large oil and gas company's Canadian operations over to PeopleSoft Financials. A high-level fit/gap analysis was performed to find any large gaps between the legacy system (Oracle Financials) functionality and PeopleSoft 8.0 Financials.

PeopleSoft 8.0 Financials Upgrade

Confidential

Functional Lead

December 2000 - May 2002
Served as Functional Lead of PeopleSoft Financials upgrade from 7.0 to 8.0 at a large oil and gas company. Upgraded nine heavily customized financials modules, which included Billing, Budgets, GL, Purchasing, AP, Inventory, Asset Management, AR and Projects.

Responsibilities included, collection of specifications for GL and Project modules, met with client on detailed changes between 7.0 and 8.0, prepared training documentation for GL and Projects, organized and monitored system testing and user acceptance testing. I was also responsible for the successful upgrading of all Trees, nVision and Crystal reports to the PeopleSoft 8.0 environment. Additionally, I maintained the functional project plan, assisted the client's project manager with resource allocation and served as mentor and coach to the consulting team. Solely responsible for bringing client's London operations live on PeopleSoft 8.0 during upgrade.

Supply Chain/ERP Vendor Selection Engagement

Confidential

Functional Financial Lead

October 2000 - November 2000
Served as Functional Financial Lead for an ERP/Supply Chain vendor selection project at an optical circuit manufacturer. Visited operation in Dallas and Juarez, Mexico to develop an understanding of the company's needs. Collected and analyzed client requirements and made recommendations for implementation of comprehensive supply chain and ERP systems.

PeopleSoft Archiving Project
Confidential

Project Manager

May 2000 - October 2000
Served as Project Manager for a PeopleSoft Financials archiving project at a large oil and gas company. Managed a four-person team responsible for identifying archiving criteria for nine PeopleSoft Financials modules and developing a custom archiving solution. Managed a team that developed a repeatable archiving solution for a PeopleSoft Financials application.

PeopleSoft 7.5 Financials Implementation Project

Confidential

Project Manger

January 2000 - April 2000
Served as Project Manager for a PeopleSoft 7.5 Financials implementation at a startup dot.com company. Responsibilities included managing a five-person team along with the implementation of the general ledger module. Identified client specific accounting and reporting requirements and subsequently configured PeopleSoft\'s General Ledger module based on those client requirements. Designed client based policies and procedures for the new system. Designed and built financial and management reports for new system using PeopleSoft nVision and managed data conversion from the client's legacy system into PeopleSoft General Ledger.

PeopleSoft 7.5 Financials Implementation Project

Confidential

Functional Lead

June 1999 - December 1999
Served as the functional lead on a PeopleSoft 7.5 Financials implementation at a property and casualty insurance company. My main responsibilities included designing and constructing over 150 specific business allocations for the financial reporting group. I was also responsible for designing and developing all financial and management reports using PeopleSoft nVision.

Financial System Vendor Selection Project

Confidential

Functional Lead

May 1999 - June 1999
Led the initial functional project scope for the proposed PeopleSoft 7.5 Financials implementation. Analyzed research data and made client recommendations for implementation of comprehensive financial and billing systems.

PeopleSoft 7.0 Financial Implementation Project
Confidential

Functional Consultant

March 1999 - May 1999
Served as functional consultant in the implementation of the PeopleSoft 7.0 General Ledger module for a large life insurance company. Solely responsible for the design of the business unit and cost center hierarchy. Also, designed and built numerous insurance industry specific cost allocations.

PeopleSoft HRMS Implementation Project
Confidential
Report Writer
January 1999 - March 1999
Worked as a report writer a PeopleSoft HRMS implementation at a financial services firm. Utilized PeopleSoft query and Crystal to design the firms HR and payroll reports.

PeopleSoft Financials Project

Confidential

Functional Consultant

March 1998 - December 1998
Served as a functional consultant on a PeopleSoft 7.0 Financials implementation at a steel manufacturing company. Developed and set up the detailed general ledger processes including, allocations, Tree set-up, combination edits, and consolidations. Wrote all nVision and Crystal financial reports for project. Assisted in data conversion from Oracle general ledger to PeopleSoft.

PeopleSoft Financial Implementation Project TIG Insurance, Inc. Functional Lead January 1997 - March 1998

Served as a functional team lead in charge of allocations. Managed Allocation Team along with the design and construction of property and casualty insurance specific allocations in the PeopleSoft 6.0 Financials environment. I was also responsible for the design and development of general ledger reports using PeopleSoft nVision.

Technical Experience:

• Languages: SQL
• Operating Systems: Windows 95, 98, 2000, NT, XP, Vista, Mac OS X
• Database Management Systems: DB2, Oracle, Microsoft SQL Server, Access
• Application Packages: Microsoft Office Professional products, including MS Project and Visio

Professional Training:

• PeopleSoft General Ledger I 7.5
• PeopleSoft General Ledger II 7.5
• PeopleSoft nVision 7.5, 8.0, 8.9
• PeopleTools I 7.5
• PeopleSoft Project Costing 8.0., 8.4, 8.9
• PeopleSoft Accounts Payable 7.5, 8.4
• PeopleSoft Crystal/Query 7.0
• PeopleSoft 8 Webcasts on AP, GL, Query, and nVision
• Cognos Impromptu and PowerPlay
• Tririga Platform I 2.6
• Tririga Portfolio 9.6
• Tririga Project Management 9.6
• Tririga Operations & Maintenance 9.6

Employers
Independent Contractor March 2003 to Current
Animato (formally SCA Technologies), Dallas, TX April 1998 to March 2003
PricewaterhouseCoopers LLP, Las Colinas, TX October 1995 to April 1998
Armstrong & Associates LLP, Dallas, TX June 1994 to October 1995

Education
Texas A & M University
Bachelor of Science in Accounting, May 1994

Excellent References available upon request