Summary Statement of Purpose

• I am both a professional Accountant MBA, CMA 10 years and an IT professional MSc. 16 years , having held senior level positions in both fields. My goal is to continue to specialize in the intersection of these two spaces. I feel that this gives me a unique ability to combine the two disciplines synergistically.
• Areas of Specialty
• Accounting / Finance: Consolidated financial reporting foreign currency translation cost accounting deferred revenue accounting reconciliations financial analysis and mathematics.
• Information Technology: PeopleSoft Financials relational databases Java / J2EE SDLC.

Key Statistics

Experience

Confidential

• Currently underway. Led PTF prototyping effort. Developed 150 test scripts and documented guidelines for other developes. Implemented PTF as a pilot for the Coupa integration project.
• Analysis of compare reports reapplication and/or removal of customizations and security changes developed data archive scripts assisted with regression testing efforts.

Confidential

• This project implemented the FTP module of PeopleSoft EPM. My role was to help resolve key design issues, conduct vendor code reviews, and to lead the data reconciliation and cleanup activities.

Confidential

• Included a transactional interface, as well as a custom allocation process for consolidated financial reporting. The former involved a custom accounting entry table in PeopleSoft, a vendor customization within Equitrak, and a journal generator template. The latter involved custom partners' capital tables in PeopleSoft, and allocations steps to read those tables and create journals for equitization, minority interest, carry, management fees, inter-company eliminations, etc. Used BPM / BODI as the integration tool to copy Equitrak tables into PeopleSoft.
• PeopleSoft Multi-Currency Project Tech Lead
• Implemented PeopleSoft foreign currency translation and revaluation processes across various business units U.S., China, India, U.K., Israel, etc. using the current rate method. Designed exchange rate interface from Spot system to PeopleSoft, and a PeopleSoft exchange rate Web service for consumption by other systems.

Confidential

• Included approx. 50 nVision and 10 Crystal reports. Utilized a custom Excel add-ins to promote code reuse and minimize number of repetitive layouts. Included summary ledgers, tree changes, and performance tuning. Established report design standards to guide other developers.

Confidential

• Developed custom component to allow review, edit and posting of a collection of journals rather than individually. The custom component included functionality to handle rounding adjustments across multiple ledgers and currencies, and also included a custom application engine to launch the delivered journal edit, approval and post functions iteratively across all days.

Confidential

• Consolidation Reconciliation Reporting and Assistance
• Included queries and pivot tables to reconcile various consolidation accounts e.g. Investment account at parent vs. Shareholders' Equity account at subs Consolidated Net Income vs. Net Income at Parent Inter-company Receivables vs. Payables etc. . Assisted Accounting in researching and resolving discrepancies.
• Also, reviewed the consolidation process in response to external consultants . Met with stakeholders across Accounting, Regulatory and External Reporting, Treasury, FP A, etc. Re-examined the bank's requirements, and the alternatives available to us. Agreed to continue with the same approach, but to rationalize the number of departments used for inter-company transactions in order to simplify and minimize eliminations , and to map those departments to a Corporate Adjustments Office for segment reporting purposes. I then led a scrum effort to update all user templates, interfaces, and PeopleSoft processes to use the new summary departments for inter-company transactions. This also included a minor change to our custom nightly elimination process, to use summary departments for eliminations instead of original departments.
• Also, assisted Accounting with implementing certain changes in accounting methods within PeopleSoft e.g. elimination of FX gain/loss on inter-company receivables / payables equitization of OCI etc.

Confidential

• Designed and developed the chart-of-account mapping approach, which utilized custom mapping tables and trees, a custom view, and an accounting entry table together with journal generator configuration.

Confidential

• The goal of this project was to place all of the bank's file-based interfaces with EIB / Web Services technology. I was responsible for the PeopleSoft-related design and development efforts, which included custom accounting entry tables, journal generation, custom drill down views and pages, and mapping.

Confidential

• Designed and built the chart-of-accounts interface from PeopleSoft to Coupa i.e. to enforce valid chartfield combinations within Coupa , including automated e-mail notification of deletions which were handled manually by Accenture in Coupa . Conduced code reviews for the other interfaces e.g. OK-to-Pay invoices payments exchange rates etc.