SUMMARY OF QUALIFICATIONS

A functional and technical PeopleSoft Financial Consultant with over 11 years financial accounting background with The BoeingMilitary Airplane Company along with 5 years of project planning and control. Over 18 years of specific functional and technical PeopleSoft experience. PeopleSoft financial experience from versions 6.0 through 9.2. Experience includes many life cycles of both Expense Module and FSCM implementations as well as many upgrades. Recent experience in version 9.2 with Expenses, eProcurement, Purchasing, Security, SOX, Workflow, Integration Broker, Application Messaging, Expenses, AP, eProcurement, Purchasing, Inventory, extensive technical approval framework experience. Project Costing, Contracts, Grants, AR/Billing technical experience, version 8.9.

PROFESSIONAL EXPERIENCE

Confidential

Worked witth client to determine which customizations would be brought forward in the upgrade from version 8.9 to version 9.2. Client extensively customized, over 2000 customizations were evaluated. Scope of project, payment processing through Accounts Payable.

Confidential

Worked with users to develop Expense and eProcurement business process designs for version 9.2. Configuration completed for both Expense and eProcurement module. The scope of work for the Expense module included commitment control, My Wallet functionality for both Visa and Mastercard. CONUS rates were to be implemented. Pre-Pay auditor functionality for 34 community colleges. For eProcurement, requisition amount approval and consolidated sourcing to PO's.

Confidential

Worked with users on 9.1 functionality issues for UAT. Validated that modifications were working as intended. Entered issues into Sharepoint and worked with the developers and end-users for resolution of issues.

Confidential

Travel and Expenses functional consultant responsible for the configuration of 9.1 Expense module functionality for approximately 33 business units. This included configuration of security, workflow, expense types, and an American Express credit card feed for both U.S. And UK cards. Completed configuration prior to roll-off.

Confidential

• Implementation stabilization efforts for 9.1 SCM implementation.
• Resolution of 3mil in match exceptions and problem invoices.
• Created mass change orders to mitigate match exceptions.
• Developed a 9.1 Matching Manual for Grady staff.
• Coordinated issues between Purchasing and AP and Receiving. Developed new procedures for the entry of receipts for all shipments at the clinics. Worked with vendors for them to provide Purchase Order information on all invoices to ensure proper matching and prompt payment.
• Created Matching Manual for ongoing resolution of match exceptions and training effort.
• Coordinated with the project manager regarding the development of custom price upload functionality for the hospital.
• Keane Consulting

Confidential

• PeopleSoft Expenses version 9.1 fit/gap for upgrade from 8.8 to 9.1. Trained the Power Users in the delivered process flow and assisted with their understanding of full expense module configuration with emphasis on application messaging and workflow. Scope included HR Manager approvals, line level approval of expense reports, and Pre-Pay Audit. Configured and tested initial security roles for employees, managers, and Pre-Pay Auditors.
• Ensured workflow was functioning as desired for version 9.1.
• PeopleSoft eProcurement technical consultant responsible for workflow modifications to version 9.0.
• Functional/Technical eProcurement Consultant
• Revision of approval rules accomplished for special request routing, e-mail notification on reassignment of workflow for a custom Purchasing Help Desk function. This included 8 levels of amount-based workflow approval through management.
• Provided restriction of access to items other than special request for requester.
• Approved framework modifications, production support.

Confidential

• Performed testing on PeopleSoft 9.0 upgrade for GL/AP, EX, PO, eProcurement, and INV modules, with special emphasis on Procure-to-Pay.
• Performed acceptance tests logging results of test scripts, coordinating work with IT developers and functional leads on defects. Worked as a liaison to the volume testing team to coordinate acceptable volume requirements. Responsible for resolution of initial expense security defects.
• Prepared system data for test scenarios, including flat-file imports and XML.
• Performed integration testing with other PeopleSoft modules, GL, Purchasing, eProcurement, Inventory SCM .
• Provided support for Security changes, including the set up of training users for General Ledger ensuring that they wer able to function completely, icluding the upload of manual journal entries.
• Created custom SQL scripts to update user preferences by role for production.
• Provided QA on separation of duties SOD documents required for SOX compliance.
• PeopleTools version 8.49.

Confidential

• Purchasing and eProcurementFunctional LeadJanuary, 2009 to May, 2009
• Led the configuration of eProcurement and Purchasing SCM version 9.0 for 68 business units.
• Statement of work included Direct Connect, preferred vendors with item catalogs.
• Scope included full commitment control and custom workflow.
• Implementation involved extensive clean-up and security of the vendor file.

Confidential

• Configured the initial Conference Room Pilot database to support initial demo, fit-gap analysis, business process redesign. Version 8.8. Responsible for removing legacy customizations.
• Responsible for the initial configuration and check out of each database instance dev, test, QA. Coordination with State Super Users for all configuration data, ensuring completion of the Expense Module Configuration Inventory. Provided training to new State employee in Travel Administrator responsibilities and business process flow. Responsible for the development and delivery of RICEF design documents for approved modifications. Scope included Full Commitment Control of both Pre-Encumbrances, Travel Authorizations, and Actuals and Recognized, Expense Reports. Assisted developers with the technical design of required modifications including initial unit testing. Modifications included custom creation of barcodes for receipts. State requirements included the creation of custom Fiscal Officer roles to allow chartfield changes to expense reports prior to posting liabilities and staging payments. Customizations also included a Five day hold on expense payments that required federal draw-down of funds. Provided functional design documents of the new modifications as well as the documentation of the revised configuration prior to turn over to a new vendor. Discovered during User acceptance testing 33 bundles were missing from the database. Developed Critical patch/bundle list and generated tickets with Oracle, coordinated with Oracle expense module lead to receive one-off fixes for each required patch or fix, provided prioritization, testing and tracking through each database instance in SharePoint.
• Responsible for all Functional modification designs, provided assistance to Accenture technical consultants through unit testing, defect identification, and resolution. Provided clarification of business process implications as needed.
• Designed and documented expense module configuration and security design.
• Configuration of expenses for the generation of EFT payments through Accounts Payable.
• Configured and uploaded through integration broker of CONUS.
• Project involved considerable defect resolution as a month prior to go-live, it was discovered that bundles through 33 had not been applied.
• PeopleSoft version 8.8, PeopleTools 8.46. Approximately 17 Business Units, approximately 40,000 employees.

Confidential

• Led functional design of a new Accounts Payable modification responsible for the reconciliation of time entry within Time and Labor HCM to emailed invoices within Accounts Payable for the improved payment of independent contractors.
• PeopleSoft version 8.9.

Confidential

• Performed functional assessment, fit/gap, and configuration. This involved the identification and implementation of approximately 14 patches. Developed security roles for employee, manager, pre-pay auditor as well as travel administrator. Developed test scripts for unit and user acceptance testing.
• Worked with Super Users for unit testing and user acceptance testing. One Business Unit, approximately 500 employees.

Confidential

• Performed validation of configuration.
• Developed training materials for testing team that included all customizations. Customizations included Department of Energy workflow approval for all international travel.
• Maintained documentation of all testing defects, responsible for presentation of defects to management team and coordination of priority. Provided custom UPK prior to roll-off. One business Unit, approximately 10,000 employees.

Confidential

• Implementation of version 8.9 Expenses and eProcurement SCM , 8.48 Peopletools.
• Performed the configuration of both Expenses and eProcurement, identification of bundles and patches necessary to implement workflow. Approximately 5 international business units, U.S. implementation was planned to be implemented in waves.

Confidential

Implementation of version 9.0. Developed Vendor Maintentance UPK for client prior to roll-off.

Confidential

• Implementation of PeopleSoft Expense.
• Provided initial project analysis and application consulting, all fit-gap analysis, implementation planning including complete software modification estimates, dependency planning, configuration, coordination and coding of module changes, for new implementation of expenses. Approximately 50 business process changes were reviewed with the Executive Board for approval that impacted configuration.
• Involved custom interfaces to a legacy HR system and highly customized workflow using SAC AWE tables because of Athletics and the need for NCAA review and approval prior to manager approvals. Customizations included linking travel authorizations cash advances as well as with expense reports, reconciliation of cash advances to expense reports.
• These customizations implemented the following rules No cash advance without an approved travel authorization. All Cash advances had to be reconciled with an expense report.
• Provided the initial design of security roles and permission lists for employees and the Travel Office.
• Provided training for two University of Wisconsin employees new to the Expenses module.
• Provided critical issue support to 8.9 upgrade for GL/AP and AR/Billing issues.
• Included AP voucher processing errors which required the application of PeopleSoft fixes for hard-coded 'Share' application packages.
• Assisted in maintaining go-live due to rapid escalation and resolution of PeopleSoft issues.
• Developed 19 Grants enhancements for the Grants module implementation.
• Provided step by step instructions for developers on loading their Project Costing data and running the processes through invoice generation in order to unit test modifications for Projects, Contracts, Grants and AR/BI.
• New skills acquired Integration broker for the configuration and debug of app messages, investigation of problems with app packages, significant coordination with PeopleSoft in the resolution of extensive workflow issues and functionality issues due to inability to configure for multiple business units.
• Extensive expense module customizations involved the modification of pages, components, menus, application engines, application packages, and Peoplecode, portal security changes, debug of issues regarding integration broker, app messaging, extensive approval framework.
• Trained analysts provided for kick off of technical expense module modifications. This implementation is still in version 8.9 now has full HR implementation, 5 Business Units approximately 70,000 employees and 5,000 workflow events per day.