Profile

Confidential

Post go-live support for Version 9.1. Troubleshot and revised business practices for PO voucher, interfaced vouchers, direct voucher entry, matching, budget checking, document tolerance checking. Worked with AP personnel on transactions to transfer knowledge and complete training. Identified configuration and AP security changes. Completed pre-implementation design for PeopleSoft Procurement Card functionality and 1099/1042 processing.

Confidential

Part-time remote assistance with implementation of V9.1 Accounts Payable, including but not limited to voucher entry, matching, pay cycle, 1099 1042S withholding/reporting.

Financial, Tax and Accounting System Support:

Confidential

Selected and implemented Quickbooks Professional accounting system for his family owned business, IDD Consultants LLC support ongoing system and accounting operations. Prepare all corporate tax returns as well as personal tax returns for self and other family members.

Independent PeopleSoft Consultant/Business Analyst:

Confidential

Travel Expenses implementation. All Purchasing module functionality including requisitions, RFQ's, PO contracts, PO's, item table for recurring products, receiving, commitment control. Accounts Payable direct and PO vouchers, 2 and 3 way matching, commitment control, functional design/spec writing/testing of 1 custom payment file to replace printed checks, 2 custom ACH file, and 3 business unit/fund payment summary, 1099 processing. Travel expenses expense reports, approvals, integration with HR for employee data and with Payroll for expense reimbursement. PeopleTools Security role and permission list setup.

Confidential

Tested and recommended changes to voucher 3-way matching including Document Association functionality. Edited 7.5 public queries to reflect transition from single to multiple bank setids.

Confidential

V9.1 upgrade, including integration with Commitment Control.

Confidential

Validated and tested inbound and outbound interfaces for a V9.0 implementation, including patient refunds, food service vouchers, vendor payments to JPMC, bank statement reconciliation. Setup and test vendor financial sanctions.

Confidential

PO/AP senior fit/gap consultant for a major university upgrading from V8.4 to V9.0 in a highly customized environment goal was to minimize customizations via delivered V9.0 functionality through the business requirement/fit-gap process, writing functional specifications for needed customizations, recommending best practice operating changes, presenting new features, such as vendor financial sanctions and spreadsheet voucher, as well as re-engineering procurement card processing.

Confidential

PO/AP team lead for upgrade/conversion from PeopleSoft V7.5, including integration with Commitment Control. Implemented V9.0 Purchasing, integrating purchase order creation with eReq, a third party online procurement system. Implemented Accounts Payable using features such as incoming EDI invoices including single payment vendor, voucher matching, 1099 and 1042S withholding, financial sanctions/SDN monitoring, spreadsheet vouchering, ACH payments. Full cycle implementation included requirements gathering, fit/gap analysis, functional spec documenting, system/integration/UAT testing, case logging with PeopleSoft, fix testing, knowledge transfer, post-implementation support.

Confidential

Assess feasibility of integrating PeopleSoft Purchasing Version 8.8, receiving, voucher matching, receipt accrual, and EDI invoicing into existing PeopleSoft AP and GL system highly interfaced to third party inventory, warehouse management and procurement software. Project requires feasibility assessment, MS Visio process flows, resource requirements, high level MS Project plan.

Confidential

Supported implementation of Version 8.8 Purchasing for non-merchandise items. Project included integrating Purchasing with General Ledger and Accounts Payable already in production. Features included receiving, voucher matching, sales/use tax, receipt accrual with tax, freight, miscellaneous charges.

Confidential

Module lead for implementation of Version 8.9 Purchasing and Accounts Payable. Project included requisition to check processing, incorporating auto req selection, receiving, voucher matching, EFT, 1099/withholding, Commitment Control. Additional major duties included business process re-engineering, integration of OnBase document imaging and routing as part of voucher approval and receipt validation.

Confidential

Led fit/gap phase of the implementation for Version 8.9 Accounts Payable. In addition to traditional vouchering and payment functions, project also included Commitment Control, procurement card processing, multi-currency, 1099/withholding, and voucher contracts.

Confidential

Evaluated Version 8.4 Payables and Purchasing voucher matching issues. Client had numerous voucher match exceptions, minimized by making changes in business practice and PeopleSoft configuration.

Confidential

Troubleshooting Version 8.4 Purchasing for post go-live problems. Lack of product knowledge and undocumented customizations resulted in a system that failed to satisfy client needs. Recommended changes in business practice and PeopleSoft configuration, discovered and evaluated modifications for removal where delivered functionality achieved the same result.