SUMMARY:

• Accomplished Oracle PeopleSoft HCM & Financials Consultant, Project Advisor, Project Manager, Mentor and Subject - Matter expert, with over 20 years of leadership experience providing functional and technical guidance with implementation, upgrade, reimplementation, special projects and support of ERP systems.
• Assisted over 45 different clients on projects all centered around implementing, upgrading, assessing, managing or reworking PeopleSoft functionality to create or improve HCM business processing.
• Primarily focused on providing ERP solutions since 1996 with experience in Oracle PeopleSoft versions 3.1x - 9.2, ADP Enterprise & CSS HRizon, Lawson, Kronos and other packaged and legacy systems.
• Expertise in Human Capital Management leadership, business processing and functionality with hands-on and subject matter expertise in North American payroll and previous experience working with Kronos inbound and ADP outbound integrations.
• Additional HCM leadership, business processing and functionality (including Workforce Administration, Position Management and Person(Job) Management), Talent Acquisition Manager, Candidate Gateway, Taleo, Base Benefits & Benefits Administration (including hands-on configuration, health plans, open enrollment, vendor interfacing, ACA reporting, savings plan management, eligibility rules, etc. through post-production support), Time & Labor, Absence Management, and guidance with other the HCM sub-modules (Employee Safety, Grievances, Disciplinary Actions, Unions, etc.) and Employee Self Service & Manager Self-Service e-applications (e.g. eProfile, ePay, eBenefits, ePerformance, eCompensation and self-service Absence Management and Time Reporting).
• Experience in Financials and Supply Chain Management, primarily with General Ledger, Asset Management, Commitment Control, Expenses and Product Costing including integrations with the Human Capital Management Suite.
• Audit background with HCM and Financial management experience across multiple industries with a graduate business degree and prior CPA, CIA certifications.

TECHNICAL SKILLS:

Application Releases: 3.1x, 5.12, 6.x,7.x,7.5x, 8.x, 8.3x, 8.4x, 8.8x, 8.8 SP1, 8.9x, 9.0x, 9.1, 9.2x(Commercial, E&G, Federal)

Functional Modules and sub-modules: Human Resources, Workforce Administration, North American Payroll, Payroll Interface, FSLA, Payroll Taxes, Base Benefits, Benefits Administration, Pension Administration, Plan Salaries, Time & Labor, Absence Management, Benefits Billing, Retro-Pay, Retroactive-Benefits, Position Management, Plan Salaries, Training Administration, Manage Competencies, Labor Relations, Monitor Health & Safety, Plan Careers and Succession, Candidate Gateway, Talent Acquisition Manager, eRecruit, FMLA, Leave Banks & Leave Accruals, COBRA, eProfile Manager, eProfile, eDevelopment, ePerformance, eBenefits, ePay, eCompensation Manager Desktop, eCompensation, Absence Management, Commitment Accounting, Asset Management, Expenses, Projects, General Ledger, Accounts Receivable, Accounts Payable, Inventory Purchase Ordering, PeopleSoft EPM 7-day boot-camp, Taleo

People Tools: Application Designer, PeopleSoft Process Scheduler, PeopleSoft Query, Crystal Reports, SQL/SQR, Application Engine, nVison, AWE, Fluid UI

Operating Systems and Data Base Architectures: Windows 9x/2000/NT/ XP/2003 Suites, Microsoft Networking, NT, Novell, various UNIX, AIX, Sun, VMS, CMS, MVS. X, Oracle, Microsoft SQL Server, Oracle, Oracle SQLnet, SyBase, Sybase SQL, Informix, DB2, OS400…(Various certification courses in above environments), SQL+, SQL Analyzer, Toad and other SQL tools.

PROFESSIONAL EXPERIENCE:

Confidential

Lead Business Analyst

• Engaged to lead a team to develop a HCM Requirements Definition plan, customizations log, systems retirement plan, Fit / Gap plan and Business Process Re-engineering plan towards the development of a HCM Target Operating Model for a re-implementation of Human Resources, Position Management, Labor Management, Health & Safety, Benefits Administration and Absence Management functionality with integrations to Time and Attendance, Payroll and Enterprise Learning Management systems.

Confidential, Baton Rouge, LA

HCM Advisor / Interim Senior Director / Consultant

• Engaged to provide immediate functional expertise and to reconstruct the end-user support and change management processes for the PeopleSoft HCM suite, Taleo and interfacing with both the AMS HCHB billing systems.
• Assumed responsibilities as interim Senior Director projects supporting over 16,000 employees across 40 states including:
• Provided guidance to new IT executive leadership, three consecutive IT Senior Directors and various analysts towards establishment of a new support framework.
• Partnered with HR and Financial executive leadership to understand and prioritize strategic objectives and projects
• Providing both technical and functional process consultation to HR leadership & recommending solutions
• Lead all projects within Human Resources and Benefits impacting technology, with touchpoints to North American payroll, time reporting and Time and Labor, including the identification, development and management of resources and workload prioritization
• Coordinated team efforts to assimilate new employees new from multiple acquisitions, re-organizations and divestitures of various sizes into a redefined corporate structure.
• Re-established and coordinated a change management process, with change order processing and data request processing, to all new and existing development in the HCM suite.
• Interacted with various vendors for the parent and acquired companies for interfacing needs.
• Coordinated development efforts of third-party Benefits Open Enrollment provider and their Confidential to correct a broken business process and system integration.
• Evaluation of alternate cloud suites including Workday and Oracle ERP solutions.
• Performed discovery and identification of current state configurations and customizations in preparation for an upgrade to PeopleSoft HCM Release 9.2x
• Interaction with executive, management and staff in various functional and systems areas to identify and resolve current pain points involved with current business processes and procedures dealing primarily with Human Resources, Compensation, Labor Relations, Regulatory Compliance, Affirmative Action, Benefits Administration, Payroll. Business Intelligence, Talent Management (Taleo), internal project managers, acquired HR and IT leadership and HR Partners.
• Identified, developed and managed new analytical and programming staff and advised subsequent director(s) to assume responsibilities associated with their new role.

Confidential

PeopleSoft HCM v9.2 Training, Honolulu, HI

• Engaged to design and teach two sets of eight (8) half-day PeopleSoft HCM v9.2 training seminar sessions for the internal Human Resources, Payroll and IT end users and the HCM project team
• Produced and presented content, involving members from the boutique consulting firm implementation team with the presentation of materials
• Provided guidance to both the internal project team and the consulting team regarding the upcoming fit-gap processing sessions.

Confidential

PeopleSoft HCM v 9.2 Implementation Assessment, Northern California, CA

• Engaged to provide an assessment of a current PeopleSoft v 9.2x Human Capital Management (HCM) suite implementation to determine probable go-live phases.
• Formulated general recommendations and recommended management, timeline and resource adjustments based on independent observations.

Confidential

PeopleSoft HCM v9.2 Training Facilitator, Phoenix, AZ

• Engaged to design and teach multiple half-day, full-day and two-day PeopleSoft HCM v9.2 seminars for the internal Human Resources, Benefits, Payroll, Absence Management and HRIS teams.
• Met with various corporate SMEs and team management to gather organization-specific configurations, customizations and enhanced processing to incorporate into my design of these new training seminars.
• Updated executive management with employee feedback, pain points identified and recommendations for improvements in training and absence management cycle and payroll cycle processing.

Confidential

HCM Upgrade Lead, Cheyenne, WY

• Responsible for managing the upgrade of the HCM suite.
• Organized and led joint discovery sessions to discover current business processes, primary bolt-on functionality, customizations, pain points and opportunities.
• Organized and led joint sessions to demonstrate, review and discuss both new functionality and existing functionality not currently enabled.
• Organized and led joint sessions to confirm identification and analysis of new and existing functionality “fits”, continued “gaps” and opportunities to remove existing bolt-on or customized processing.
• Produced detailed business process requirements for the HCM suite.
• Recommended a renegotiation of future HCM licensing to acquire new desired functionality in exchange for retiring some modules that will not be used.
• Identified, guided and performed configuration of new or changed configuration starting with the Installation table through various system tables, translate values.
• Reviewed existing data sources for employee competency, safety, evaluation, contact information, produced functional business conversion documents, worked with developers and verified converted results.
• Prepared and directed preparation of functional specifications for retrofit, redesign or new design all existing and proposed system modifications to guide the development team; worked with developers and unit tested development efforts
• Identified modifications to existing delivered and custom processes towards fixing some current pain points and audit findings.
• Identified more generic Security Roles and associated Permission Lists for a redesign of the Security structure and created roles for two new groups of functional system users in remote locations and centrally.
• Assisted a third-party training firm to plan and deliver targeted PeopleSoft training to agency staff, with agency business processes incorporated, for the various HCM modules and sub-modules.
• Identified business process documentation needs, design and process content for development of UPK materials by the internal systems training group and UPK resources.
• Worked with the Steering Committee by producing a prioritized analysis of existing and new, desired functionality for the purpose of refining project scope and accommodating critical-path project delays in other project areas outside of the HCM suite.
• Coordination of unit, system, integration, user-acceptance and parallel testing plans
• Identification of employee and manager Change Management needs and coordination with internal resources to produce, present and disseminate information to different user groups and the general employee population.
• Coordination and reporting of HCM RICEW and Issue tracking status through go-live.
• Coordination of accelerated testing program initiated by technical management team.
• Identification of Cutover plan requirements and coordination with technical resources.
• Active involvement with the final upgrade move to production phases towards go-live.
• Coordination of go-live review, post-go-live support and identification of post-go-live initiatives and enhancements.

Confidential

HCM 9.2 Upgrade Lead, Medford, MA

• Engaged to provide an assessment to identify business requirements and to perform a fit-gap analysis in preparation for upgrade
• Organized and led joint discovery sessions to discover current business processes, primary bolt-on functionality, customizations, pain points and opportunities.
• Organized and led joint sessions to demonstrate, review and discuss both new functionality and existing functionality not currently enabled.
• Organized and led joint sessions to confirm identification and analysis of new and existing functionality “fits”, continued “gaps” and opportunities to remove existing bolt-on or customized processing.
• Performed analysis of confirmed gaps to identify and document resolution alternatives and provide recommended course of action.

Confidential, Santa Fe, NM

Independent PeopleSoft Consultant

• Engaged to provide analyses and resolutions for existing Human Resources, Benefits Administration, Payroll and Time & Labor initiatives and production issues.
• Assisted with configuration for on-going departmental reorganizations including update of department security trees and security roles.
• Requirement analysis, preparation of functional specification and discussions with development to modify existing reports for new quarterly tax report format and interface.
• Requirement analysis and preparation of functional specification to modify existing wage and WC reports for exclusion of “non-employee” elected officials.
• Requirement analysis and preparation of functional configuration documentation to reconfigure group term life (GTL) benefits to capture imputed income.

Confidential

PeopleSoft Integration Project Assessment

• Engaged by Oracle Consulting to assess and provide guidance for an integration of Kronos time reporting into the new paysheet update functionality provided by PeopleSoft HCM
• Led joint sessions for project assessment to assist examining and adopting PeopleSoft-delivered functionality to load employee time from Kronos and replace an existing custom solution.
• Analyzed proposed functionality and existing testing efforts to provide guidance and best-practice guidelines, including formulation of an error resolution process.
• Prepared, communicated and discussed assessment and recommended course of action.

Confidential

HCM Upgrade Lead, Chicago, IL

• Engaged by Accenture to perform an HCM upgrade assessment for a systems upgrade.
• Designed various questionnaires to identify requirements for current Payroll, ePay and Time and Labor configuration, business processes, customizations and custom bolt-on functionality.
• Organized and led joint sessions to discuss and document current state, HCM Release 9.2 delivered features and functionality, and future-state upgrade and reimplementation options to address some pain points as well as consideration of new Absence Management functionality.
• Prepared, communicated and discussed the assessment with the project sponsor.

Confidential

HCM Release 9.2 Upgrade Lead, Shrewsbury, MA

• Engaged to lead preview and fit/gap sessions and campus presentations for the payroll and benefits areas to facilitate a system upgrade.
• Identified existing and to-be business processes including new retroactive payroll and paysheet update (pshup) functionality changes.
• Prepared functional specifications and recommended configurations to enable new systems functionality implemented with the upgrade.
• Analyzed and identified current customizations that could be retired with the upgrade or replaced with configuration changes.
• Reviewed integrations and provided recommendations for Core Human Resources, Benefits Administration, Time & Labor, Commitment Accounting and General Ledger touch points.

Confidential

HCM Advisor, Boise, ID

• Engaged to review and provide a snapshot of current configuration and current project status to the new project management team.
• Documented, reviewed, and analyzed current state business processes to identify ways to streamline and improve these and identify causes of reported pain points
• Developed desired future state business processes for those processes that have been identified as being in need of improvement or the source of reported pain points, incorporating industry best practices whenever possible.
• Reviewed core HR functionality and provided recommendations for configurations changes.

Confidential

Foundation, Honolulu

• Engaged by a boutique consulting company to provide a functional review for a new HCM implementation.
• Reviewed and fine-tuned benefits configurations and recommend alternative configuration options, where applicable.
• Created a benefits configuration workbook and provided knowledge transfer to client staff for PeopleSoft configuration and processing procedures.
• Participated in discussions with benefits vendors to discuss data interface details and options with the change of HCM system.
• Coordinated update of future-state business process maps, alignment with the requirements matrix, fit gap and test cases as well as a review of system configuration.
• Identified and prepared HCM test cases for SIT, Parallel and UAT testing.
• Provided guidance with the planning and execution of systems integration testing (SIT) efforts.
• Advised preliminary Payroll Interface parallel testing and troubleshooting errors.
• Led the planning and execution of user acceptance testing (UAT) efforts for Human Resources and Benefits
• Identified and prepared HCM test cases and data sets for SIT, Payroll Interface, Parallel and UAT testing.
• Reviewed and updated proposed training materials to be used for core Human Resources, Benefits, Payroll Interface and various custom integrations.

Confidential

HCM Payroll Consolidation Lead, Edmonton, Alberta

• Engaged by Deloitte Consulting to act as the project team lead during the architecture and planning phase for consolidating and centralizing payroll and payroll accounting activities.
• Facilitated collection and documentation of business requirements and fit-gap analyses.
• Produced presentation materials and facilitated payroll and payroll accounting workshop presentation and discussion of business processes, business rules, business policies, regulatory and collective bargaining requirements, forms, reports, interfaces, conversion, enhancements and workflow differences.
• Coordinated with the HR, Benefits, Time & Labour and Recruiting leads to resolve gaps spanning across modules.
• Completed all Payroll module deliverables for a successful completion of the planning & analysis phase, including a complete gap analysis, in preparations for the design & configuration phase.

Confidential

HCM Advisor / Consultant, Charlotte, NC

• Engaged to perform a review of functional business processes and provide additional project assistance to redesign inbound and outbound for employee benefits and leave interfaces to external third parties.
• Participated in vendor joint development sessions towards preparing business requirements and functional specifications for these new vendor relationships.
• Prepared a test strategy and master test plan to encompass testing phases in HR, Benefits Administration, Payroll, Kronos and work scheduling areas to provide full integration testing.
• Provided assistance and guidance with other PeopleSoft HCM upgrade issues.

Confidential

HCM Project Assessment / Advisor, Melbourne, FL

• Engaged to provide an assessment for an on-going project to reconfigure and reimplement PeopleSoft HCM Payroll to meet new federal and state regulatory requirements.
• Review of current projects, configurations, customizations and enhancements around the current and future pay cycle business processes.
• Provided observations, various alternate solutions and recommendations for various project issues and an overall assessment of success towards meeting projected milestones and deadlines.

Confidential

Talent Acquisition Manager, Prestonsburg, KY

• Brought in by a boutique consulting company to act as their HCM upgrade lead.
• Analyzed existing system configurations, interviewed management and staff, and prepared current as-is and delta documentation for an upgrade fit-gap analysis of Talent Acquisition Manager (TAM).
• Assisted with analysis of various customizations, approval workflow engine (AWE) approvals and other upgrade concerns with other HCM modules including integration with other systems.

Confidential

HCM Payroll Consultant, Saint Louis, MO

• Provided project consultant guidance and assistance to the existing functional and technical teams regarding various configurations, conversions and data-related issues during a phased systems implementation of the HCM suite.

Confidential

HCM Upgrade Lead, Trenton, NJ

• Engaged as the HCM Lead to provide a systems fit-gap analysis and guidance through all project phases to Go-Live and Post-Production for a multiple phased upgrade project.
• Designed and conducted fit-gap sessions, including a review of existing business processes, a review of new and revised functionality, identification of system table and data cleansing opportunities, identification of configuration solutions to address some existing production issues and some manual processes, and “wish-list” opportunities for business process re-engineering.
• Organized and led workshops to design smart-hire templates, labor relations processing (disciplinary actions and grievances), position management initiatives, on-line W-2 processing via employee self-service and data cleansing opportunities.
• Provided analyses, troubleshooting, issue identification and error resolution through unit, system, parallel and user-acceptance testing phases for a successful go-live effort and post-production support.

Confidential

HCM/ FSCM Commitment Accounting Lead, Spring, TX

• Engaged by Oracle Consulting to provide post-production training, support and guidance with various post-production payroll accounting issues involving Commitment Accounting, Commitment Control and Accounts Payable integration and various production errors.

Confidential

HCM Upgrade Advisor / Consultant, Alexandria, LA

• Provided part-time HCM Lead assistance with internal upgrade effort of the HCM suite.
• Assisted with enabling the newly-designed “Person Model” functionality
• Verified existing configuration, identify data and configuration cleanup opportunities and opportunities to replace existing customizations.
• Prepared a fit-gap analysis to encompass existing functionality and customizations against new delivered functionality.
• Assisted with retrofitting customizations, reports and interfaces to the new Release environment
• Assisted with the development of test plans, use cases and scripts.

Confidential

HCM Upgrade Advisor / Lead, Richmond, VA

• Engaged by Deloitte Consulting (Bearing Point) during the Design stage through the Build and Testing stages of an integrated HRMS / Student Administration implementation.
• Facilitated the efforts of functional leads and client leads to create an integrated HCM / Student Administration prototype environment with personal responsibilities for configuration of HCM Foundation tables, Common Definitions, Human Resources, Position Management, Competency Management, Manager Self-Service and Employee Self-Service functionality.
• Evaluated human resources and self-service business requirements, performed fit-gap analyses and additional gap resolution analyses for presentation to project and client leadership. Assisted other team members with similar analyses for the other HCM modules.
• Coordinated the setup and configuration of a PeopleSoft integrated prototype environment and coordinated the execution of various test scripts to model “to-be” HCM HR, Benefits, Payroll, Absence Management, Time and Labor and Self-Service business processes.
• Assisted team with human resources, time and labor, payroll, absence management and self-service application error analyses and resolutions.
• Assisted the team to develop configuration workbooks and worksheets.
• Assumed functional lead roles for Payroll and Time & Labor during transition periods between departing team members and replacement lead team members.
• Assisted the technical team with data mappings to and from legacy systems and testing for conversion and interface purposes.
• Assisted the team with the creation of functional specifications, use cases and scripts and testing for various enhancements, reports and interfaces.
• Facilitated knowledge transfer between departing team members, client SMEs and new team members.