Peoplesoft Financials Sme Resume Profile
OBJECTIVE:
To obtain a challenging position as a PeopleSoft SME Manager/Lead where my education, skills and experiences can be highly utilized and later be applicable for growth and possible advancement.
SUMMARY:
- Overall 18 plus years IT experience with 14 years of IT experience in USA and 12 plus years of PeopleSoft Financials PSFI experience working in various roles including as a PMP certified Project Manager/Project Lead, Module Lead Subject Matter Expert SME , hands on Techno/Functional Application Development in the Accounts Payables, General Ledger, Accounts Receivables, KK, Billing, Project Costing, Asset Management, Treasury, Expenses, Purchase Order modules
- Managed and Directed several PeopleSoft IT projects: Implementation, Enhancement, Upgrade, Production Support and Maintenance to effectively lead and mentor cross-functional high caliber teams and manage projects with high budget and other resource requirements
- Managed All aspects of SDLC in implementing or upgrading the ERP system by developing Project Plans, Project Charter, Charting Project Milestones and deadlines for tasks, Identifying Stakeholders, Identifying Risks, Recommending Mitigation Plans, Maintaining issues log, Creating Work Breakdown Structures WBS and estimating the Level of Efforts LOE for deliverables, Developing Budgeting Requirements, Hiring Resources Communication Plans, Monitoring the project progress, evaluating and making recommendations for changes to current and future requirements of the organizations ERP Modernization needs and developing Analyzing Integrating Architecture workflow between PeopleSoft and other sub systems, Organizing and Leading Project Meetings as well as Scrum Meetings
- Extensive experience using Microsoft Project, Visio, Mercury PPM and other tools for planning, creating, executing and managing projects
- Worked with Commercial Off-the Shelf COTS software such as Hyperion, EPM, PeopleSoft, OracleApps
- Agile and hands-on Techno-Functional expertise in supporting PS Applications performing Business Systems Analysis, Requirements Gathering and Application Development and as a Functional Lead working with cross-functional teams and business executives
- Expertise in Agile Scrum , Waterfall and Iterative methodologies for project deliverables
- Expertise in Business Workflow Analysis, Design, Development and validation of Business Processes.
- Project Documentation expertise: Project Plan, BRD, Functional Specifications, Technical Specifications, Business Analysis and various Project Status Reports for communication with Stakeholders. Also planned project documents storage, retrieval and archival methodologies
- Expertise in developing PeopleSoft objects using Application Designer and PeopleCode
- Performed Upgrade of PeopleSoft product suite using Upgrade Assistant, did Compare Reports, object and data migration to different environments using Copy Project, Data Mover tools
- Custom designed and retrofitted several SQR's, Crystal Reports, PS Query nVision reports.
- Performed Performance Tuning and Performance Checks on processes database records/views with the aid of SYSAUDIT and DDDAUDIT reports
- Expertise in developing Test Plans, Test Cases for Unit Testing, Regression Testing System Testing
- Very good understanding of Change Management methodologies tools like Version One, HEAT, PHIRE Change Management tool , SharePoint,Visual Source Safe, Merant Version Manager
- Well versed with ISO and Sarbanes-Oxley rules and compliances
- Expertise in writing complex SQL's for Data Manipulation, Data Definition, Data Reconciliation Data Masking purposes in the RDBMS system environment: Oracle and SQL Server, using SQL Developer ,SQL Analyzer TOAD tools
- Very good understanding and implementation of Software Development Life Cycle SDLC and PMBOK standards and methodologies to work on the projects from inception to closing- PMP certified.
- Excellent communication, interpersonal, analytical and problem solving skills with an ability to coordinate and work in a team and translate complex business needs and problems into innovative technical solutions.
JOB EXPERIENCE:
PeopleSoft Financials SME
Confidential
Working on PeopleSoft 9.1 Financials- AP,GL,PC , HRMS interface to PS Financials Conversion of data from R4 ICE to PeopleSoft 9.1 as a Techno-Functional Lead and SME. Preparing Project plans for the associated tasks, Working with the Business Executives and Stakeholders at all levels to gather Business Requirements, develop Functional and Technical Design documents, Analyzing risks, Tracking risk and issues and developing deliverables. Working with Change Management teams and designing plans and procedures. Creating Testing Plans and identifying use cases.
ENVIRONMENT: PeopleSoft Financials 9.1, 8.4 PeopleTools 8.53, 8.49 PS MS office tools 2010 Excel, Outlook, PowerPoint etc. IBM Lotus Sametime, Citrix, SQL TOAD for Oracle11, SharePoint, nVision, SQR, PS Query, STAT Application Chang Management,Oracle 11g, , MS Project,
Confidential
- Worked on PS Fin AP, AM,GL,AR,BI, TR business split for SLM and Navient.
- As a part of the team, was involved in the splitting of the Financial management of businesses between the two companies SLM Navient supported by PeopleSoft Financials ERP. Services provided were to identify and setup Functional changes for the existing and the new company, develop project plans, analyze risks, maintain issues log and testing plans to accomplish the new enhancement needs and retrofitting existing system to meet the data management and reporting needs between the businesses. The Project also involved in testing the existing system in the new environments, develop customized nVision, Query SQR reports for the AP, GL, AR,BI, TR modules.
- Managed bolt-on tasks singlehandedly, created WBS and LOE's on the tasks, Planned the execution and worked with team members for timely completion and delivery
- Worked with Cross-Functional teams Business Managers, Directors and Users for Requirements Gathering,developing Functional and Technical specs, test cases and test plans for QA as well as UAT
- Performed Analysis, Design, Development and Retrofitting of several Application Engines, SQR interfaces between PeopleSoft and third party systems. Developed ACH pay files for Banks BOA and Wells Fargo . Developed Process Definitions and performed Portal Registry Structures for the Processes.
- Managed, tracked and resolved several defects issues identified while testing the existing system and the newly configured system
- Worked with Workday HRMS team to interface the HRMS input files to PS systems as per specifications
- Worked with the infrastructure team to identify and fix the setup related issues related to Integration Broker for AP Voucher upload for smooth processing
- Supported release planning and execution, defect resolution and management reporting.
- Worked with Change Management, QA teams to decide policies, procedures, testing schedules and plans
ENVIRONMENT: PeopleSoft Fin 9.1, PT 8.51,MS office tools 2010 excel, outlook, Lync, PowerPoint etc. SQL Query Analyzer SQL 8.00.194, SP, nVision, SQR, PS Query, Oracle 10g, Workday, MS Project, Excel.
Enterprise Solutions Group 04/2012- 06/2013 Principal Consultant -Role: PeopleSoft Financials Fairfax, VA
Project- Re-Implementation/Upgrade the PeopleSoft Financials - AP, AR, BI and GL, Procurement and Purchasing modules at American Media Inc. AMI , Boca Raton, FL.
- Held Meetings with Cross-Functional Teams to understand business process, requirements gathering and developed detailed Functional and Technical spec documents for all the new customizations/enhancements.
- Was involved in developing the budgeting needs for deliverables
- Planned the project deliverables, maintained track of issues related to tasks, identified risks and provided professional recommendations
- Worked with Change Management and Quality Assurance teams for project planning, and smooth operations and timely delivery of deliverables.
- Involved in the Upgrade of GL,AP, AR BI, TR modules from 8.4 to 9.1
- Single handedly managed, gathered requirements, prepared functional and technical design documents for the development of a highly visible Bolt-On customization for processing of EQV ESG Quick vouchers based on the AP system quick voucher functionality. This heavily customized bolt-on processes Quick Vouchers with several validation checks and custom business processing rules. Custom notifications were also generated and sent for approval before voucher posting
- Worked hands-on with PeopleTools Application Designer, PeopleCode and MS Project tools
- Performed Functional setup for Modifying Payment Predictor remittance conditions in AR for payments to new vendors and as per the W/F of the upgraded version. Modified the Algorithms in Payment Predictor by tweaking the SQL's as per client's new criteria list
- Let user training meetings and UAT assistance sessions.
- Confidential
- Was responsible for Project Planning, Design, Development and Delivering the Bolt-On customization from start to finish.
- Held several meetings with Business Managers, Directors and users for business requirements gathering and developed detailed and enumerated functional requirements for the project. Analyzed data validation checks needed for the new enhancements
- Developed Flow Charts, Process diagrams and project Use case diagrams using Power Designer tool to meet the client's SLDC standards
- Involved in designing the Integration Architecture between PeopleSoft and various subsystems for a seamless workflow of deliverables
- Performed Functional Setup for AP Vendor Location, PayCycle, Bank configuration Setup, Strings Table Setup, new PayCycle Setup and AE RunControl page Setup to support the new PayCycle process. Also performed Migration and Change Management, according to the client requirements
- Interacted directly with third party Bank JPMC to develop an outbound payments file and inbound bank statement file. Developed custom AE process that outputs this file. Also developed several PeopleSoft objects like File Layout, Pages, Records, Components, Menu Items using PS App Designer to accomplish the same
- Created new setups for SFTP file transmission from ETS PS system to ETS third party server for pgp encryption. Also created new setup for picking up file from JPMC and transmitting it into ETS PS server folder location on a regular and timely basis
- Developed UAT test cases and worked with QA and UAT teams for system end-to-end testing
- Developed Change Management plans and procedures to implement the new changes.
ENVIRONMENT: PeopleSoft Financials 9.1, 9.2 PeopleTools 8.52, 8.53 PS MS office tools Excel, Outlook, Visio 2003, PowerPoint 2007 etc. SQL Query Analyzer Version SQL 8.00.194, SharePoint, Oracle 10g.Power Builder, Power Designer16. Microsoft Project
Confidential Financials Module Lead
- Project: Implementation, Production Support and Enhancement to the launched PeopleSoft Financials 9.1, 8.51.08 PT product suite. Was also involved in Upgrade of PeopleTools from 8.51 to 8.53 and also review and study the release notes for PeopleSoft 9.2 for readiness to upgrade the PS Financials product suite.
- Worked in the capacity of a PeopleSoft Financials Module lead in the implementation of PeopleSoft Financials 9.X product suite for AP, GL, KK, AM, AR, BI, TR, PC, Contracts and Grants modules followed with day to day production Support post implementation to a globally located team and organization.
- Extensively interacted with globally located cross-functional teams for Enhancements, Operations and Maintenance of the implemented system. Held several meeting with business teams for Business Process Analysis and Requirements Gathering. Prepared detailed Requirements, Functional and Technical design documents
- Extensively used MS Project to develop project planning and tracking schedule, maintaining and tracking issues, identifying risks and making mitigation plan recommendations
- Extensively followed Agile Scrum methodology to perform work breakdown structure tasks
- Was involved in the Functional Setup and Configuration of PSFI systems for PSFI modules
- Hands on developing involvement in several records/views, page, panels, processes and other custom objects using Application Designer and PeopleCode for new enhancements and customizations. Developed Several Application Engine Process Interfaces for File Input or Output or for reporting purposes
- Developed several multilevel SQL's for custom views for Query reports in Project Costing and Accounts Payables for reporting across various departments and BU's and integrating information from AP and PC PeopleSoft systems. Developed several reports using PS Queries, SQR, Crystal and nVision reporting tools
- Worked towards Operations and Maintenance and Resolution of several day to day production support issues/change requests CR as a Primary Production support Lead in charge of core PSFI modules-GL, AP, AR, BI and PC
- Written complex SQL Queries multi-level SQL's with inner and outer joins for data retrieval, reconciliation, data manipulation requirements for financial reporting
- Participated in User Training to work on UPK's and train users in a group training as well as one on one basis
- Extensively worked with Change Management and Quality Assurance teams for planning change management and testing plans
ENVIRONMENT: PeopleSoft Financials 9.1PeopleTools 8.51.08, 8.53 PS n/Vision, MS office tools excel, outlook, Visio 2003, PowerPoint 2007 etc. SQL Query Analyzer Version SQL 8.00.194, SharePoint, Oracle 9i.VersionOne-defect Issue tracking tool , HEAT configuration management tool for Incident and enquiry tracking , Autopsy's process/job scheduling tool .PHIRE Change Management Tool, Used Citrix for remote accessing.
Confidential
Sr. PeopleSoft Project Manager PMO :
Projects Undertaken:
- 1. Implementing the release of product suite Brand EmblemHealth and facilitate Combined Billing Phase I :
- Project involved in releasing the new product suite EmblemHealth EH , formed by the merger of GHI and
- HIP. Implementing changes related to the new business processing rules to facilitate combined billing of both
- The merged companies and manage their financial systems. The PeopleSoft modules involved were AR, BI, AP, GL, KK and TR
- 2. Business Process Enhancement Phase II :- PSAR and TR Combined billing of the merged companies.
- Project was to facilitate the processing of the combined billing of GHI invoices within PSAR system. Design,
- Develop new enhancements and modify existing customizations to accommodate the changes in business
- 3. Implementation of PS EPM8.9- Project was to Implement PS EPM budgeting 8.9
- 4. Upgrade PS Financials to 9.0: - Project was to Upgrade PS FI product suite from 8.9 to 9.0
- 5. Business Process Enhancement:-PSFI- AR and TR processing of new ScanID Layout invoices:
- Project involved in making modifications to the PeopleSoft processes and related objects to successfully
- process the new billing coupons with a ScanID. Was involved in mapping Integration Architecture between PS
- and third party BI system for the new bill changes
- 6. Business Process Enhancements project: GHI Claims Control Disbursement Positive Pay-TR,AP, AR.
- Project involved creating Disbursement Issuance files from various GHI mainframe systems for delivery
- to the issuance bank in order to obtain better fraud control and streamline the claims disbursement banking,
- utilizing current industry standards
- 7. Business Process Enhancement for processing JPM Chase Remittances QCARE project for Treasury dept.
- Project aimed at creation of a new eLockbox and Virtual Remit system that satisfied the premium
- processing of in house checks received for GHI and HIP business. Reconcile the received payments to the
- PS financial systems.
Role: Functioned as a Sr.Project Manager PMO for all the above projects and was involved in the following as needed:
Identifying stakeholders, Project Initiation and kickoff, Developing Project Charter, Organizational Chart, Project Plan, Work Breakdown Structure WBS and Level of Effort LOE , Risk Analysis, Budget Forecasting, Resources Hiring, Charting Stakeholder Communication Plan, Project Presentations and Status Reports, Resources Time Management, Issues log maintenance, Functional and Technical Analysis, Fit-Gap Analysis, Data Mapping and Infrastructure Requirement Analysis and Procurement. Also, worked with Change Management team to streamline change management procedures as per the company's compliance rules and policies. Planning User Training and User Acceptance Test protocol, Project deliverables hand over and Closing procedures.
ENVIRONMENT: PeopleSoft Financials 9.0, 8.8 PeopleTools 8.45/8.47, PS n/Vision, PS EPM 8.9, MS office tools excel, outlook, Visio 2003, PowerPoint 2003 etc. SQL Query Analyzer Version SQL 8.00.194, SharePoint, Oracle 9i, Microsoft Project 2000, Mercury PPM tool
Confidential
PeopleSoft Senior Techno/Functional Lead Primary Prod Support AR
- Managed, Supervised and Resolved production support issues, new enhancements and modifications in the AR, Billing and Consolidation Ledger, AP modules. Supervised a team or four developers for the efficient maintenance of the mentioned modules for smooth day-to-day business functioning.
- Served as a Lead and Primary Liaison between practice company and client stakeholders for Business Analysis, Design and Development of business applications and day to day Production Support, Management and Maintenance of their PS FI systems.
- Scheduled and maintained batches through Autosys.
- Worked on PS Security
- Developed several Application Engine AE programs like Interim Close run control program for updating run controls for Interim close in PSCL, process for Ledger Balance Reconciliation, manipulate the presentation of data from different records into a txt file, process to load Input files and dump Output files.
- Resolved day to day production support issues and created work breakdown structures to assign tasks to offshore team members to maintain both North Americas and Asia business financials systems management.
- Created and modified several reports using SQR, PS Query, PS nVision and AE programs to meet the company's reporting needs. Also, developed several AE Interfaces
- Involved in writing Conversion program, designing layout and preparing tech docs for conversion of GL from legacy DBS system , into PS system.
- Migrated several PS objects to different environments. Performed data migration usingData Mover. Used version control tools for efficient migrations. Performed pre and post migration Compare Reports.
- Performed performance tuning of slow processes like AE's and SQR's.
- Maintained daily scheduled jobs and processes in the Autosys tool.
- Worked extensively with business users for UAT and other project needs.
ENVIRONMENT: PeopleSoft Financials 9.0/8.43 PeopleTools 8.45/8.47, PeopleCode, PS/Query, MS SQL Server, PS n/Vision, MS office tools excel, outlook etc. SQL Query Analyzer Version SQL 8.00.194 , SQL tool Toad, Autosys tool, SharePoint, Oracle 9i, Merant Version Control Manager
Confidential
PeopleSoft Senior Systems Analyst
- Project involved Analysis, Design and Development of Customizations in TR, AR, AP, GL modules.
- Wrote detailed Functional and Technical Specs, Designed and developed Unit test plans test cases.
- Developed custom EFT layouts for banks such as BOA, JPMCH, BANKO to have funds transfer between them.
- Developed Application Engine AE interface processes for data loading and reporting. Developed AE process for AR/AP to GL reconciliation. Developed an AE process to kick off the custom Treasury reports. Developed an AE interface program to read the bank feed files and kick off an SQR report to load the bank feeds into PS tables.
- Wrote complex SQL Queries and developed several Crystal Reports for TR position, TR History position, TR Statistics, TR Deal Transaction, TR Earnings to handle the daily cash positioning in PS Treasury.
- Modified several Custom SQR's and SQC's, for the BOA and JPMCH bank statement feeds in the TR module. Written additional procedures to achieve the client functionality. Produce O/P file for Bank Account Transfers.
- Setup Process Definitions, and performed Portal Registry Structures for new processes.
- Extensively used Application Designer and PeopleCode to create Records, Pages, Components, Menu's in TR to achieve mapping of BAI codes with a bank sub catalog table, in order to get bank Statement feeds for BOA and JPMCH.
- Designed a look up page for GL Combo Editing, to facilitate Combo Edits based on their Combo Edit rules.
- Performed AP Paycycle updates to handle EFT wire transfers for BOA and JPMCH.
ENVIRONMENT: PeopleSoft Financials8.43, PeopleTools 8.45, PeopleCode, PS/Query, MS SQL Server, Crystal Reports 9, SQL Query Analyzer Version SQL 8.00.194
Confidential
ERP PeopleSoft Senior Analyst and Programmer
- Project: GL, AR, AP alignment. Additional ChartFields CF were added in the GL. The project was to modify several objects like the records, views, pages, panels, Application Engine processes, SQR's and crystal reports and Queries in GL, AP, AR modules.
- Designed and Developed PS objects: tables, views, pages panels, menus to implement requirements. Created IBS mapping tables, pages, components, for some EPM mapping processes.
- Added additional CF's to GL tables and modified the tables and pages according to the new changes. Setup Effective dated tables for the mapping panels. Modified PeopleCode, added new constraints to the existing logic to support the new changes in GL, AP, AR modules. Modified stored procedures to modify panels and pages.
- Modified 15 SQR reports and 30 crystal reports to according to the new added ChartFields and change in business logic. Modified SQLs in Application Engines added new sections to programs with new actions based on the business functionality changes. Modified Queries to support the changes made in the crystal reports.
- Prepared test cases and performed Unit Testing and end to end System Testing. Helped users in UAT.
ENVIRONMENT: PeopleSoft Financials8.43, PeopleTools 8.45, PeopleCode, PS/Query, Sybase, SQL Advantage, Visual Source Safe, Toad, UNIX
Confidential
ERP PeopleSoft Analyst
- Project: Module Enhancements in Contracts, AP, Grants and production support for existing system
- Worked with the Technical Team Lead to understand scope of the customizations further needed in the contracts and AP modules.
- Designed, developed and unit/integrated tested new customizations, resolved pending requests and production support issues. Developed enhancements in Deal memo tracking system, a client customization in Contracts. Created a Deal Memo a client customization .Wrote several SQL's scripts. Created Queries, Modified several pages, records and panels, Application Engine and CI combo programs and crystal reports.
- Worked on troubleshooting Production support issues in AR, BI and Contracts.
ENVIRONMENT: PeopleSoft Financials8.4, PeopleTools 8.45, PeopleCode, PS/Query, Oracle9, Visual Source Safe, Toad, Windows NT, UNIX
Confidential
ERP Senior PeopleSoft Application Developer, Upgrade Specialist
- Project: Upgrade of Accounts Payables, Asset Management, Purchase Order modules from PeopleSoft Financials 8.43 to 8.8.
- Worked with the Technical Team Lead, Legacy System Developers and Business Systems Analysts to understand scope of the customizations and retrofits, chalk design specs and Unit Test Cases and plans for interfaces and other customizations.
- Worked on retrofitting of more than 50 customizations, involving Appliation Engine and SQR interface programs, records, views, page, panel changes Xlat values . Performed design, development and unit/integration testing of new customizations in the Purchase Order, Asset Management and Accounts Payables modules.
- Created Portal Registry Structures, Process Definitions, Permission Lists, Roles, Menu Items and added several content references to the menus in the portal for the new processes.
- Developed Procure to Pay SQR interface between Corp-Ex vendor and PeopleSoft PO for orders placed to the vendors directly by users.
- Wrote extensive PeopleCode to achieve business functionality like validation checks, page field population based on business rules, activate or deactivate page fields for PO, AM, AP modules.
- Created SQR's and SQC's used for PO interface for specified vendors. Modified Batch files, Server names paths.
ENVIRONMENT: PeopleSoft Financials8.43/8.8, PeopleTools 8.45, Upgrade Assistant, PeopleCode, SQR, Crystal Reports, PS/nVision, PS/Query, Data Mover, SQL Server, Windows NT, UNIX
Confidential
ERP Senior Application Analyst and Developer
- Project: Upgrade of AP Expenses modules from PeopleSoft Financials 8.0 to 8.8.
- Was involved in Applying Upgrade Assistant, generate Compare Reports, Design, Develop and test new customizations of PeopleSoft objects like Application Engine, File Layout, Custom Views and Records, Pages, Components, Queries, SQR's, SQC's and retrofit old customizations.
- Performed requirements gathering for new customizations or enhancements. Prepared functional and tech specs. Developed Unit test cases and test plans and UAT.
ENVIRONMENT: PeopleSoft Financials 8.0/8.8, PeopleTools 8.45, Upgrade Assistant, PeopleCode, SQR, Crystal Reports, PS/nVision, PS/Query, Data Mover, Oracle 8i, Windows NT, Unix, SQL Server, SQL Navigator, Visual Source Safe, Merant Version manager, Toad
Confidential -Project Manager
Managed in house PeopleSoft projects for off-shore clients. Worked on Application development of ERP -PeopleSoft 7.53 and Oracle RDBMS. Incharge of development and delivery of deliverables to off-shore clients.
Confidential Systems Analyst and Developer
- Worked as Oracle application developer, developing custom objects for Hotel Industry, Hospital Industry and the Contract database System.
- Worked on the design and development of Database, User Interfaces, Using SQL, PL/SQL scripts, Stored Procedures, SQL Scripts, functions in PL/SQL and Database Triggers for data manipulation and data processing.
- Created schema objects-tables, views, indexes, and constraints based on requirements.
ENVIRONMENT: Oracle 7.3/Developer 2000, Windows95, Windows NT