SUMMARY:

• Get a Project Leader or Senior Consultant Role in an IT Services or Business Processes Consultancy Firm; I look for a position which is in charge of implementation and reengineering processes, ERP applications projects on financials modules, business intelligence solutions, and top management systems.

SKILLS SUMMARY:

PeopleSoft Applications Modules: GL, AP, AM, CM, and KK.

PeopleSoft Application Releases: 8.8, 8.9 and 9.1

Tools: People tools Query language

Methodologies & Documents:

Public Sector official documentation: Manual Administrative de Application General en materia de Technologies’ de la Information y communications (MAAGTIC), Including the following documents DRS Format 01, DRS Format 07, DST Format 03, DST Format 06, DST Format 01, DST Format 09, LE Format 06.

Oracle’s Applications Implementation Methodology (AIM), Oracle documents including: BP040, RD010, RD020, CV010, BP080, RD050, BR010, BR020, BR030, BR040, BR060, MD020, BR100, BR110, MD050, CV040, CV060 and TE020.

Q - map Methodology PoepleSur (e), including the following documents: GAPF0001, GAPF0010, GAPF0020, ALCA0001, ALCA0002, ALCA0003, ALCA0020, ALCA0021, ALCA0030, ALCA0031, ALA0040, ALCA0050, ALCA0060, ALCA0090, and ALCA0091.

Productivity Applications: MS Office, MS Visio and MS Project.

ORACLE APPS SKILLS AND TOOLS:

• Study of current business processes, future business flows and identification of gaps and workarounds for smooth business flows through new financial systems integration
• Business Requirements Mapping for GL, AP, AM, EX, CM and TR modules.
• Designing PeopleSoft Applications Financial and Operating structure for client organizations - Multicurrency processing and Multibank Environment.
• Testing modules’ setup for inconsistencies and missing steps - Test scripts and User Acceptance Tests (UAT) and CRP (Customer Room Pilot).
• Setup for General Ledger, Accounts Payable, Fixed Assets, and Treasury Modules.
• Data Migration from Legacy systems - Lay-Out delivery, review and uploading to go-live.
• Background: Accounting and Corporate Finance
• Advance Studies: Global MBA for Latin American Managers
• 15 years of functional experience including 7+ years of solid PeopleSoft ERP experience. Areas of interest and strength include PeopleSoft and Oracle Applications Implementation and its Interface / Integration with 3rd Party Software, Audit, Finance, Accounting and Taxation.
• Completed 3 live PeopleSoft Applications full life cycle implementations.
• Team Leader for General Ledger, and Implementer for General Ledger, Accounts Payable, Fixed Assets and Treasury modules
• Skills on Query manager and Data Base SQL sentences to inquire and update using People tools and SQL Enterprise Manager
• Applied Methodologies: MAAGTIC, AIM, OUM, Compass and Q-map
• Cross Cultural experience including EU, USA, Puerto Rico, Brazil, Japan and Mexico.
• Team building oriented, quick adoption of new technologies and project management skills.

SKILLS & LANGUAGES:

Executive Skills: Great tracking and acceptance of new technologies, global mindset, cross cultural experience, goal achiever, data analyzer, team builder, and result oriented.

Associations: Thunderbird Management & Consulting Network; Oracle EBS Consultants Network; and Agile Coaching.

Governmental

Methodologies: MAAGTIC Methodology and Financial Statements according with LGCG

Honor Societies: PI SIGMA ALPHA - The National Political Science Honor Society - College Honor Societies (ACHS)

Microsoft Office 2016 /

SQL Enterprise Manager : Query language for data analysis and update.

People Tools: Query Manager for Data Base Inquiry.

English: TOEFL (593 pts.) and TOEIC Tests

French & Catalan: Spoken and Comprehension skills

Educational Activities: Financials professor for Long Term Planning and Company Valuation for Escuela Banc aria Commercial de México.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Functional Consultant

Responsibilities:

• Senior Consultant for PeopleSoft Financials; Current Project: PSFT 8.9 FSCM Key user Support at n x
• Support for Job Scheduling, Payment Processing, Journal Entries, Daily Balance & Summarized Journal Entries.
• Functional support for Upgrade People Tools 8.53 to People Tools 8.54

Environment: UNIX; modules from FCSM running on PeopleSoft 8.9 (Upgrade to 9.2)

Methodology: COMPASS Methodology. Documents created: AS IS, TO BE, FIT/GAP Analysis, Functional Specification for Gap Analysis, Testing Data Sheet, Setup Documentation, Security Documentation, and Special Cases Support.

Senior Functional Consultant

Responsibilities:

• Functional accountable for the solutions of issues reported on General Ledger, Accounts Payables, and System Setup on PeopleSoft 8.9
• Attention to Data Base issues for the inadequate operation of ALFA system. Accountable for the liberation of solutions to clear Data Base problems; generation of proposals to restrain or to block inadequate operations performed by final users.
• System design, accounting key code, business unit, accounting templates, process recurrences, and accounting period setup, according with IT management, key users, and external audit directions in satisfaction of Citi Group corporative guidelines.
• Solution design for workflow approval according to approver user policy
• Direct contact with key and operative users in the requirements gathering to generate proper solutions in the productive environment due to operative mistakes and diverse Data Base inconsistencies for reporting purposes at the corporative level.
• Solution proposal for diverse issues reported by key users, such as: Approved manual payments but not processed by the Payment Cycle at AP, approved journals but not posted by the nightly batch process, journal lines deleted due to journal batch import setup with not allowed inter-company functionality, Summary ledgers adjusted, summary daily balances (SMD) adjusted with differences in comparison with monthly ledger balances, issues reported with “Fecha Antigua” customized field versus new operative requirements with Open Item functionality, Process scheduling of Job recurrences for nightly batch processing, among other activities.

Environment: UNIX; modules from FCSM running on PeopleSoft 8.9 (Upgrade to 9.2)

Methodology: COMPASS Methodology. Documents created: AS IS, TO BE, FIT/GAP Analysis, Functional Specification for Gap Analysis, Testing Data Sheet, Setup Documentation, Security Documentation, and Special Cases Support.

Confidential

Senior Financial Consultant

Responsibilities:

• Analysis for New functionalities not considered by PeopleSoft native operation:
• Third party application on Prepayment voucher
• New payment format for Payment Letter
• Availability of Budget Certificate (CDP) Modification
• Budget Registering Certificate (CRP) Modification
• Query for a Consolidation of Electronic Operations (SARLAFT)
• Consumption Tax implementation in addition to VAT Tax
• End-User support for ongoing issues in current operation and new functionalities:
• Impossibility to post a voucher when it has approved budget and it is matched with purchase order.
• Record reference lacking in Data Base, reported to technical support
• Pre-payment invoice information disappear on screen when payment template is selected
• Customized Query of Vendor according to Tax Identification Number for Colombia
• Identification of Number ID for repeated vendors and clients
• Closing of Purchase Orders to liberate non-used budget balance
• Journal Voucher functionalities explained and exploited
• Solution for wrong accounting entries imported in the Go-live phase
• Impossibility of making changes on posted vouchers
• New Match Rules for the application of VAT rules for Colombia

Environment: Windows NT / UNIX, Modules: FCSM Modules for PeopleSoft 9.1 (Upgrade)

Methodology: COMPASS Methodology. Documents created: AS IS, TO BE, FIT/GAP Analysis, Functional Specification for Gap Analysis, Testing Data Sheet, Setup Documentation, Security Documentation, and Special Cases Support.Confidential

Senior Financial Consultant

Responsibilities:

• Testing activities for General Ledger module
• Data & Object failures and corruption detection and documentation to incorporate into Mantis Bug Tracker (Support and Issue official tracker for SAS)
• Data Base comparison regarding:
• Security
• Functional Setup
• Localization functionality
• Data conversion
• Functional documentation
• Setup Documentation
• Functional documentation for e-Studio to solve technical issues

Environment: Windows NT / UNIX, Modules: SCM & FCSM Modules for PeopleSoft 9.1 (Upgrade)

Methodology: COMPASS Methodology. Documents created: AS IS, TO BE, FIT/GAP Analysis, Functional Specification for Gap Analysis, Testing Data Sheet, Setup Documentation, Security Documentation, and Special Cases Support.Confidential

Senior Financial Consultant

Responsibilities:

• Data Analysis to bring forward a compatible solution with user requirements
• Custom Analysis Documentation for Asset Management and General Ledger problematic
• Accounting Integration with PeopleSoft based modules
• Asset Management analysis for fiscal and financial conciliation
• Financial and Fiscal reconciliation
• Functional and Technical Specifications Documents for the following end user requirements:
• Massive Updating to physical data of Asset Catalogue
• Massive Updating for Accounting information in Asset Books
• Massive Updating to Active life of Assets
• Massive Deployment of Asset with or without withholdings
• Massive Disposal of Asset for different motives including assets sold and missing items
• Financial Report of Asset according to depreciation dates, periods, category and asset status
• Accounting Templates Setup for different Asset categories, profiles, and transactions.
• Setup Documentation
• End Users Training Manual

Environment: Windows 2003 Server, Modules: AM and GL Reconfiguration for PeopleSoft 8.9

Methodology: COMPASS Methodology. Documents created: AS IS, TO BE, FIT/GAP Analysis, Functional Specification for Gap Analysis, Testing Data Sheet, Setup Documentation, Security Documentation, and Special Cases Support.

Confidential

Senior Financial Consultant

Responsibilities:

• Financial modules analysis and upgrade for (GL, AP, KK - 9.1, and EPM Suite 9.0) as Senior functional consultant
• Fit/Gap Analysis process for every Business Flow for Payables, Accounting and Budgeting cases
• Accounting Model implementation for the satisfaction of Key Users requirements & special cases.
• Custom Analysis Documentation for Accounts Payables and General Ledger Modules
• Accounting Integration with PeopleSoft based modules and Legacy Systems
• Implementation of Key Native Functionalities for PSFT - Enterprise 9.1:
• VAT Accounting and deduction
• Withholding Accounting and Reporting
• Approval framework
• Combination Editing
• Budget Check for Payables transactions
• Financial Statement specification for its creation in PSn/vision System
• Accounting Templates Setup for different origins
• Setup Documentation
• End Users Training Manual
• Testing phase released for Modular and Integral Business Flows. Data testing with key users.
• Cut Over and post-go-live Support

Environment: Windows 7 Server, Modules: PO, AP, GL, IS, E&T, KK, CM, DM, and EPM Implementation for PeopleSoft 9.1.

Methodology: COMPASS Methodology. Documents created: AS IS, TO BE, FIT/GAP Analysis, Functional Specification for Gap Analysis, Testing Data Sheet, Setup Documentation, Security Documentation, and Special Cases Support.

Confidential

Senior Financial Consultant

Responsibilities:

• Financial Upgrade for PeopleSoft 8.8 to 9.1 including 50% non-native functionalities due to the complexity of functional operations and Legacy Systems integration.
• Financial modules analysis and upgrade for (GL, AP, KK, FA, TR) as lead financial consultant
• fit/gap analysis process according to maagtic (manual administrative de application general en materia de technologies de la information y communications)
• Implementation according to MAAGTIC Methodology for Audit ability requirements on Public Sector
• Process system design and accounting templates in participation with Key User, Technical Office and Divisional representatives for the implementation of the Governmental Accountancy General Law (LGCG).
• Guiding the local staff for Data Conversion and Testing issues starting from Strategy for Data Conversion and Lay-out provision.
• Stand-alone module testing, Modules’ Integration testing and General Business flow testing for CRP (Conference Room Pilot) according to MAAGTIC.
• Guiding for Customized reports and new developments such as workflow procedures, structure modifications, and interface design for legacy systems.
• Deliverables included business process analysis, functional mapping, and fit-gap analysis, project follow-up based on risk management, integrated solutions condensed with key users and managerial staff, setup vanilla solutions, prototyping developments & testing integrated solutions.

Environment: Solaris UNIX on Sun 25K, Modules: AP, GL, AM, KK, CM, TR, and EPM Upgrade from PeopleSoft 8.8 customized versus PeopleSoft 9.1

Methodology: MAAGTIC Methodology. Documents created: Manual Administrative de Application General en materia de Technologies de la Information y communications (MAAGTIC), Including the following documents: DRS Format 01 (Requirements of the Requested Solution), DRS Format F06 (Processes Review Report), DRS Format 07 (Contract’s Tracking and Traceability Matrix), DST Format 03 (Specification of Requirements and Technological Solution), DST Format 06 (Tracking and Traceability Matrix), DST Format 01 (Technological Solution Conceptual Diagram), DST Format 09 (Design Document), LE Format 06 (Cut-over and Delivery Program)

Confidential

Senior Financial Consultant

Responsibilities:

• PeopleSoft version 8.4 implementation
• General Ledger template construction for financial modules
• Budget implementation for KK module from e-Business Suite platform.
• Financial Report Development for comptroller area.
• Chatfield planning and mapping according to functional and operative requirements.
• Business Processes Analysis and Fit & Gap Analysis for PeopleSoft 8.4 over the Financial Modules:
• General Ledger
• Asset Management
• Purchase Orders
• Accounts Payables
• Accounts Receivables
• Inventory
• Commitment Control

Environment: Windows XP server, Modules synchronized: GL, AM, PO, AP, AR, INV, KK on PeopleSoft 8.4 and Fit & Gap analysis versus e-Business suite v. 11i platform.

Methodology: In-house Methodology. Documents created: High level requirements, Business flow charting, Data conversion, Interface design, Functional specifications, Fit-Gap Analysis, Contract traceability, Built-in design, Configuration handbook, and End-user training manual.

Confidential

Senior Financial Consultant

Responsibilities:

• Oracle e-Business Suite v 11i support for specific issues:
• Accounts Receivable’s Journal Generator Issue
• Budget Organization creation
• Collection Financial Report generation
• Business Objects Report for Supervisory Office
• General Ledger
• Fixed Assets
• Purchase Orders
• Accounts Payables
• Accounts Receivables
• Inventory
• Budgets

Environment: Windows XP server, Modules: BI, AR, AP, GL, FA (AM), INV, PO, CM eBusiness Suite 11i and Fit & Gap analysis versus PeopleSoft 9.1

Methodology: AIM Methodology. Documents created: Business Process Documentation (BR.010 Analyze High-Level Gaps, BR.020 Prepare Mapping Environment, BR.030 Map Business Requirements, BR.040 Map Business Data, and BR.060 Create Information Model) & Fit / Gap Analysis (BR100).

ConfidentialGeneral Ledger Implementer

Responsibilities:

• Oracle ETM’s Fields & Business Rules Design and Oracle’s Siebel Integration.
• ETM implementation, integrating with legacy systems as: SIPARE, SINDO, SISCOB, etc.
• PeopleSoft support for Cash management implementation of 1,500 bank statements for reconciliation and transaction control defining PeopleSoft – Cash Management for this purpose as the controller system for the registration of transfers, external transactions, and ETF events.
• IMSS requirement include the migration of historic data including 10 million active employers
• Study of current business process aiming in the analysis phase according to OUM Methodology and PMP documentation.
• Reconciliation Analysis for an enormous amount of information, performing security system operators as: Workflow notification, business process modifications, financial gateway implementation (Acknowledge process notification), and user menu suitableness.
• Document delivery process follow-up
• Reporting definition and design for Treasury Department

Environment: Windows XP server, Modules: BI, AR, AP, GL, AM, EAM, INV, PO, SS, CM, DM, RM, BSC, and EPM; ETM V 2.2

Methodology: OUM and PMP Methodologies. Document created: Preparation of the Future Model delivering the following documentation: Future Model – Overview and Mapping, Performance forecast, Fit / Gap Analysis, Data Migration strategy, and System Integration document

Confidential

General Ledger Implementer

Responsibilities:

• Implementation of the MEXGAAP Ledger for the Mexican subsidiaries into PeopleSoft application running for USA based locations at AutoZone Corporation.
• General Ledger consolidation according to NIC’s for the Mexican Business Units and AutoZone International.
• Account, Business Unit and Allocation Tree management.
• Seamless Integration of PeopleSoft General Ledger with 3rd Parties’ Inventory-Purchasing, Billing and Payroll Software.
• Allocation (one step and multistep processes) design and building.
• Designing PeopleSoft Applications Financial and Operating structure of client organizations – Multicurrency setup and Multi book environment.
• Testing modules’ setup for inconsistencies and missing steps - Test scripts and User Acceptance Tests (UAT).
• Data Migration from Legacy systems - Open Interfaces.
• Customizing/Formatting Financial Reports in USGAAP and MEXGAAP Ledgers for Consolidation, Revaluation and Allocation results
• Study of current business processes, future business flows and identification of gaps and workarounds in order to provide an integrated information system solution to meet the business needs of the company.
• Establishment of a new financial framework all in one system (GL – PeopleSoft) for accountability processes
• MEXGAAP ledger closing according to the Taxation & Accounting rules for Mexican Subsidiaries
• Assisting in developing and testing software applications.
• Provided Training & Conducted Practice & Additional Business Requirements sessions
• Carrying out Users Acceptance Test (UAT), go-live activities and Post implementation support
• Analyzing user needs, conferring with users to improve procedures and identifying and solving problems

Environment: Windows NT, Modules: GL, and numerous other 3rd Parties’ Software integration for Banking, Billing, Payables, and Payroll.

Methodology: Q-map; documents created: ALCA0020, ALCA0021, ALCA0030 and ALCA 0050

Confidential

Sr. Functional Consultant

Responsibilities:

• Implementation of Financial modules (GL, AR, AP, AM, TR, INV, and PO) in a team
• Fit/Gap Analysis process
• Suggesting the best practices in the industry in conjunction with local requirements
• Tight and primary integration between various modules was extensively tested and verified. Customer Invoice To Cash, Receipts To Assets, Procure–To–Pay Cycles Flow was thoroughly and extensively tested as part of ‘Accounting To Financial Reporting’ during CRP – Conference Room Pilot and UAT phases
• Making suitable input for Global Consolidations
• Liaison between the Key User, Regional Head Office and Headquarter
• Guiding the local staff for Data Conversion issues starting from Strategy for Data Conversion
• Daily operation support for all Financial Modules and post implementation support.
• Guiding for Customized Report, Interfaces, etc
• Deliverables included need analysis, functional mapping, gap analysis, business process re-engineering, finding solutions, setup and prototyping & testing

Environment: Windows NT, Modules: GL, AR, AP, AM, TR, INV and PO

Methodology: Oracle AIM; documents created: BR0030, BR0080, BP050, BP080, BP090, TA030, TA080, TA150, MD010, MD030, MD080, MD120, CV070, CV110, TE010, TE100, TE110, TE130, PM030, PM080 and PM100

Confidential

Responsibilities:

• Implementation of Financial modules (GL, AR, AP, AM, TR, INV, and PO) in a team
• Fit/Gap Analysis process
• Accountable for GL, AP, and TR Modules
• Suggesting the best practices in the industry in conjunction with local requirements
• Making suitable input for National Consolidations
• Key User requirement listing and adaptation to PeopleSoft functionality
• Accounting, Banking, Business Unit and Cash flow Tree management
• Financial Reporting analysis, configuration and delivery
• Carrying out Users Acceptance Test (UAT)
• Deliverables included need analysis, functional mapping, gap analysis, business process re-engineering, finding solutions, setup and prototyping & testing
• Providing post implementation support
• Methodology: Oracle’s AIM

Environment: Windows NT, Modules: GL, AR, AP, AM, TR, INV and PO

Confidential

Sr. Financial Consultant

Responsibilities:

• Accountable for AR and Client options (Distribution Codes and Credit Conditions) setup
• Implementation of financial modules (GL, AR, TR, and INV) in a team
• Study of Current business processes, future business flow & identification of GAP/Workaround in order to provide an integrated information system solution to meet the business needs of the group
• Analysis, design and implementation of seamless integration between PeopleSoft Applications
• Methodology: Oracle’s AIM

Environment: UNIX, Modules: GL, AR, AP, AM, CE, PO, INV, OM and PY

Confidential

EBusiness Suite Consultant

Responsibilities:

• Senior Financial Consultant for e-Business Suite from Oracle; Modules: General Ledger, Accounts Payables, Accounts Receivables, Asset Management, Subledgers, Business Tax, Treasury and Cash Management.
• Process Documentation for the project control and management according to AIM methodology.
• Business cycle assessments for Oracle EBS implementations: Toyota Tsusho Corporation de México, Donalson de México, S.A. de C.V. y UTEP, Transporte Escolar y de Personal S.A. de C.V.
• Marketing presentations for potential clients.

Confidential

Financial Consultant

Responsibilities:

• Supervision of Progress according to the Technological Personnel Working Plan
• Record processes study and evaluation on income and outcome cycles
• Diagrams planning and Processes documentation on Enterprise Resource Planning systems and its implementation processes
• Problems detection & proposals of solutions to new requirements; solutions verification & testing
• Technical and Functional Definitions for the Development of New DominioM-BI System Modules based on GenXus code generator, such as: Re-expression of Financial Statements (B-10), Financial Statements Consolidation & Taxes Module (B-8), Cash Flow, among other developments
• DominioM-BI ERP financial modules implementation for: Ferrovalle, S. A. de C. V. ( 01/2005 06/2005 ), Ingenieros Civiles Asoc. (Grupo ICA) ( 09/2004 12/2004 ), Concretos Cruz Azul, S. A. de C. V. ( 06/2004 08/2004 ), Corporativo Probelco ( 01/2004 05/2004 ), Fabrica de Loza el Ánfora, S.A. de C. V. ( 01/2003 12/2003 )

Confidential

Accounting Assistant

Responsibilities:

• Supplies review and matching
• Bank Control
• Electronic Accounting Systems Records
• Bill of Lading Handling

Confidential

Auditing Assistant

Responsibilities:

• Expenses Revision
• Bank Reconciliation
• Cash Audit
• Payables/Receivables Revision