SUMMARY:

• Financial Systems functional consultant and Certified Public Accountant. 19 years of financial systems consulting experience along with 8 years of corporate accounting experience.
• On the financial systems implementation experience side, I have gained exposure to all phases and methodologies around the Software Development Life Cycle as well as trouble shooting. In addition, my experience working in corporate accounting has provided me exposure to financial reporting, budget/forecast cycles, payables management, consolidations, product costing, receivables management, fixed asset management, account reconciliation, systems conversations, month,/quarter/year end close cycle, etc.

WORK EXPERIENCE:

Confidential

Business Systems Analyst

Responsibilities:

• Serve as the finance teams first line of support for PeopleSoft 8.4 Contracts to Cash Platform. This includes the PeopleSoft General Ledger, Contracts, Invoicing, Projects, Accounts Receivable, Accounts Payable and Payroll modules. Support focused on reconciliation between Projects and General Ledger, workflow management and end user .

Confidential

Sr. Accounting Technologist

Responsibilities:

• Served as the first line of support for PeopleSoft 9.1 General Ledger, Accounts Payable, Asset Management and nVision Reporting. Assist with ongoing maintenance and support of PeopleSoft Environment. In addition, configured PeopleSoft for multi - currency. Created and delivered process/ documentation to Finance Teams.
• Served as the first line of support for Concur Travel & Expense. Developed and delivered end-user
• Provide user maintenance and support including integration with General Ledger and credit card processing. In addition, provided ad hoc reporting for management and compliance using Cognos Business Intelligence (Self-taught application)
• Served as the first line of support for Confidential ACCESS banking and treasury management systems. Managed major system upgrade in June 2014 Developed and delivered to finance Team (Self-taught application)

Confidential

Functional Budgeting SME

Responsibilities:

• Denise came on board after design stage and worked with consulting partner to assist with testing Line Item, Position and Asset Budgeting activities that comprised the Consolidated Budget Model. Throughout testing phase, Denise was able to educate client on the key data warehouse tables that are populated via the ETL’s and application engines that comprise the Planning and Budgeting application. In addition to assisting with testing, Denise also developed end user materials and wrote key Variance reports in nVision. nVision Reporting SME (Financials upgrade 8.4 to 8.9) - Financial Service Company
• Denise’s main responsibilities included updating 8.9 nVision Layouts to reflect the elimination of Summary Ledgers and customized chartfields. The number of layouts needed for go-live was minimized based on an adoption of scopes. In modifying the upgraded reports, Denise also reconciled 8.9 reports with 8.4 Production reports
• Denise came on board after design stage and worked with consulting partner to perform a current state assessment of Client’s Global Consolidations Project. Based on assessment, Denise was able to provide feedback as to subsequent testing approach required for go-live. In developing and executing the testing plan, Denise was able to identify key configuration that needed to be modified or added in order to meet client requirements. Through the testing phase, Denise was able to educate client and project manager on the overall data flow from the external Ledger Systems (PeopleSoft and Legacy) through the data warehouse tables (OWS and OWE). In addition, Denise provided end user materials and tested client’s nVision reports.
• Denise worked with client from requirements stage through the configuration stage. This entailed a Current State Analysis, Fit/Gap Analysis, Data requirements analysis. Initially, the client was implementing release 8.8. Upon Fit/Gap, an analysis was provided that recommended implementing the 8.9 instead of 8.8 versions. This analysis highlighted the client’s key requirements that would have been customizations with an 8.8 implementation but would instead be delivered functionality under the 8.9 release. The analysis also highlighted the lessoning infrastructure requirements of the 8.9 version. Upon Design and configuration addressed Activities/Budget Model(s), Warehouse and Application Security, Warehouse Allocations and Overall Reporting Options. Denise also provided an assessment of Best Practices met from the Current State (Outlook Soft/Excel) Planning & Budgeting Process as well as the Future State (PeopleSoft).

Confidential

Functional Global Consolidations Lead

Responsibilities:

• Denise worked with Client from fit/gap thru go-live of their Global Consolidations implementation. That being said, Denise provided expertise regarding product functionality, configuration of the Consolidation Model, Consolidation Rules, Allocation Rules, Data Mapper Rules, etc. In addition, Denise also assisted with developing end user materials and testing scripts.

Confidential

Functional Budgeting /Business Planning Lead

Responsibilities:

• Denise worked with client to provide a high level fit/gap around the PeopleSoft Budgeting and Business Planning products. In this role, Denise provided a Current State Analysis, Fit/Gap Analysis, project plan, implementation approach, data flow analysis and product demo. Implementation concerns were addressed in regards to Position, Asset and Line Item Budgeting Functionality, Budgeting/Business Planning Integration, Business Analysis Integration (BAM) and Overall Reporting Options.

Confidential

Functional Budgeting /Business Planning Lead

Responsibilities:

• Denise worked with client to scope their Budgeting and Business Planning Implementation. In this role, Denise provided a Current State Analysis, Fit/Gap Analysis, project plan, data flow analysis and product demo. Implementation concerns were addressed in regards to Position, Asset and Line Item Budgeting Functionality, Rolling Forecast Capability, Business Analysis Integration (BAM) and Overall Reporting Options.

Confidential

Functional Budgeting Lead

Responsibilities:

• Denise worked with client as the Functional Lead for a Budgeting 8.8 implementation. Her responsibilities included development of the Project Plan, Data Source Analysis (PeopleSoft General Ledger to Budgeting), an overall Fit Gap Analysis, Product Configuration, Design Documentation, End User development and delivery, Application Security Design, integration with Business Analysis Modeler (BAM) as well as overall Knowledge Transfer documentation.

Confidential

Budgeting SME

Responsibilities:

• Denise worked directly with client to scope their 8.8 PeopleSoft Budgeting implementation. Key deliverables for this project included Data Source Analysis (General Ledger to Budgeting), High Level Security Design, Key Business Requirements, Current State Business Process Design, and Phase One Project Plan. Denise provided the detailed product knowledge and leadership for the client to define and develop the full implementation project plan, methodology and tools for their Budgeting 8.8 Implementation Team.

Confidential

Scorecard SME

Responsibilities:

• Denise worked directly with client to QA their Corporate Strategy map. This included validation against Kaplan & Norton’s scorecard methodology. Denise provided advice regarding best practice in translating their corporate goals into a strategy map, selecting metrics and defining the overall critical success factors for corporate adoption.

Confidential

PeopleSoft Balanced Scorecard Lead

Responsibilities:

• Denise worked with a Major Utility Company in determining preliminary design structure for implementing an Executive Management Dashboard using the PeopleSoft Balanced Scorecard module. Denise worked with the client from requirements gathering thru fit/gap and design. Denise was able to QA their KPIs to validate adherence to the Kaplan and Norton methodology.

Confidential

PeopleSoft Balanced Scorecard Lead

Responsibilities:

• Denise worked with a service organization to develop an Enterprise Scorecard for the executive management team. This included requirements gathering, Strategy Map development, KPI identification and corresponding data source/frequency identification. The executive scorecard captured key metrics from all operational areas. Upon completion of this “paper” Scorecard, Denise then prototyped this within the PeopleSoft Balanced Scorecard application.

Confidential

PeopleSoft Balanced Scorecard Lead

Responsibilities:

• Strategic PeopleSoft customer had been having four months of difficulty with configuration of the Balanced Scorecard. Denise arrived on-site and after two weeks was able to resolve their configuration issues as well as bring up two fully functional scorecards. In addition, developed and delivered custom-built tools and templates for knowledge transfer and future scorecard development.

Confidential

Product Lead

Responsibilities:

• Denise served as the Functional Lead on PeopleSoft’s first Balanced Scorecard Customer implementation. Involved with the implementation from business requirement definition through product go-live. Also responsible for the implementation and management of the Scorecard configuration, PeopleTools Security, Warehouse Security, System Testing, Knowledge transfer, end-user and post go-live support.

Confidential

Developer

Responsibilities:

• Worked directly with PeopleSoft Product Development and Strategy in configuring and testing the Workforce Scorecard. Upon receiving the requirements, the scorecard was designed, configured and tested prior to the General Release to PeopleSoft customers. This included the metadata setup in the
• Enterprise Warehouse, building Key Performance Indicators, setting up the Balance Scorecard/Dashboard and verifying metric calculation using PS Query and MS SQL 7. A sample of the HR KPIs that were configured focused on analysis of Compliance, Staffing, Compensation, Turnover, Expense/Income, etc. In order to derive the KPIs, HR and General Ledger data was interfaced into the warehouse and then d in the KPIs as data elements.

Confidential

Developer

Responsibilities:

• Worked with PeopleSoft’s Curriculum Development in configuring and testing the Enterprise Scorecard that is used for PeopleSoft’s Customer . This entailed verifying the set up of metadata in the enterprise warehouse, building of the Key Performance Indicators, setting up PeopleTools and Warehouse security, building the Balance Scorecard and verifying metric calculation using PS Query and MS SQL 7. In addition, Denise assisted in the development of the customer- guide.