PeopleSoft Functional Consultant

Qualification Highlights

• 15 years of experience in various business and application arenas as a Senior Consultant and Senior Business Analyst as well as Sales/Marketing and Insurance.
• Comprehensive background in full circle implementation - plan analyze, design, build, deliver, and post-live support phases. Project experience includes project planning, process redesign, business requirements gathering, As-Is documentation, business process scope analysis, leading preactice, To-Be process design, Fit/Gap resolutions, RICE Report, Interface, Conversion and Enhancement , configuration and procedure documentation, functional specifications, test scripts, unit test, integration test, user acceptance test, user training/support and system problem solving. Responded to helpdesk questions by identifying solutions and working with system users to resolve issues. Tested application updates, fixes, patches and configuration changes. Created, updated and maintained PeopleSoft Query and Reports. Utilize company ticketing system to log problem and enhancement tickets. Track tickets and requests adhering to system SLA's.
• Proficient in various PeopleSoft PS components including GL, AP, Query and reporting functions.
• Quick study with an ability to rapidly achieve organizational integration, assimilate job requirements and employ new ideas, concepts, methods and technologies. Energetic and self-motivated team player.
• Excellent communication, listening, interpersonal, intuitive, technical, analysis and leadership skills. Proven ability to work efficiently in both independent and collaborative environments.

Professional Experience

Deloitte Consulting Confidential

PeopleSoft Consultant

• Identified reports for RICE inventory for Enterprise Design reducing number of reports by 60 .
• GL functional lead for Record to Report R2R team of a finance shared services engagement in the definition of the to-be design for R2R processes. Assisted with Shared Service Center design effort, completed to-be design process flows and narratives, prepared scripts and conducted conference room pilots, completed packets, general design and configuration documents.
• GL functional lead for re-implementation. Completed current state analysis, developed project plan, gathered requirements, developed to be process flows and narratives and drafted system setup workbook.
• Assisted in sales process in preparing RFP Request for Proposal .
• Completed definition phase for PeopleSoft GL implementation v8.9. Reviewed GL functional specifications, completed GAP analysis and to-be visioning statements. Documented GL to-be process workflows and detailed narratives. Developed proof of concept scripts and conducted design review sessions. Prepared and presented PS information sessions to end users.

Confidential

Large global financial services company, offering banking, insurance and asset management in over 50 countries.

Senior Business Analyst- Confidential

• Maintained PeopleSoft EPM and associated Essbase analytic cubes. Redesigned Essbase cube set up and build process which saved over 6 hours processing time and allowed us to meet user SLA each morning.
• Completed EPM server consolidation testing and v-GO Single Sign On testing for four environments.
• Senior Business Analyst-Financial Shared Services Confidential
• Maintained PS GL Chart of Accounts and complex Combination Edits.
• Assisted end users and accounting department with GL issues and journal postings.
• Participated in Actuate reports implementation focusing on validating new reports.
• Completed PS GL redesign project focusing on Combination Edits v8.4. Conducted training and wrote procedure manuals.
• Automated DeptID request and approval process by designing and implementing a web page and Notes approval/tracking database.

Confidential

PeopleSoft Consultant

• Independent consultant for ING. Performed detailed assessment of current GL Combination Edit process.
• Developed project plan, test plan and implemented new Combination Rules and Groups v8.14. Updated existing rules and prepared end user documentation and reference material.
• Verified and authorized portion of upgrade from v7.5 to v8.14.
• Worked on helpdesk identifying problems, filtering requests and solving setup and GL issues.
• Beacon Application Services Confidential
• Leading integrator of PeopleSoft Enterprise application software.
• PeopleSoft Consultant, Confidential
• Assisted with work plan and project scope. Evaluated existing GL business layouts and processes.
• Defined reporting requirements by collecting, documenting, and categorizing more than 1000 reports and queries to be recreated during implementation v8.0.
• PeopleSoft Consultant, Confidential
• Reviewed and analyzed existing business layouts. Resolved an InterUnit multi-currency issue by setting up GL revaluation v7.52.

Confidential

A full service professional staffing firm providing flexible and permanent staffing solutions.

PeopleSoft Senior Consultant Confidential

• Functional Lead - analyzed existing business layouts and processes. Prepared and presented a PeopleSoft AP forecast to executive staff using Business flowcharts and detailed narratives. Ensured compliance with industry standards.
• Directed the clean-up of vendor projects and AP setup tables, and migrated the forecast to an empty database. Tested AP functionality, planned and upgraded from PeopleSoft v6.0 to v7.5, developed training manuals, and trained AP staff in new v7.5 functions and office procedures.
• Implemented GL Allocation, Translation and Consolidation functionality. Developed, implemented, evaluated and documented test scripts to validate GL and AP updates/fixes for v6.0 and v7.5. Researched, identified, documented and resolved production issues. Created queries, directories, financial reports, and report requests using nVision. Conducted CRS field training on AR, AP and Expense components.

PeopleSoft Consultant - Confidential

Project Lead - Restructured PeopleSoft v7.5 reporting infrastructure. Redesigned/setup new nVision reports, and implemented Combination Editing. Uploaded 1999 budget data and journal entries to test Combination Editing and report generation functions.

PeopleSoft Consultant - Confidential

• Team player in the implementation of the PeopleSoft v7.0 AP module. Analyzed functional criteria related to transitioning from a mainframe to a PeoplesSoft AP system.
• Captured, documented existing payable processes, analyzed systems and fit/gap factors, hosted production meetings, and redesigned critical business processes to merge completely with final PeopleSoft product. Setup control tables, security matrix, and assisted with conversion data mapping.

Confidential

Enterprise software company. Associate Financial Product Consultant

• Processed RFPs and related inquiries, surveyed potential customers, and assisted with sales promotional strategies. Designed GL product demonstration databases with real customer information for customer prospecting including Journal Entries, Allocations, Consolidations, Closing Processes and nVision reports.
• Completed training in Demonstration Techniques, The Art of Negotiation and Speaking with Confidence.

Confidential

World leaders in insurance and financial services.

Underwriting Assistant II, Confidential

• Assessed needs, created proposals, reserved submissions, rated, processed, declined and issued policies.
• Served as liaison with agents and insured, verified audit reports and setup Accounts Payable.

Account Executive - Confidential

Prospected and developed new clientele through networking, referrals and cold calling. Generated sales leads, established new accounts, and maintained an existing customer base.

APPLICATION EXPERIENCE