SUMMARY:

• For the past 20 years I have worked in various lead roles of implementing, upgrading, enhancing, testing, and supporting PeopleSoft applications.
• I am a CPA with over 20 years of experience in Information Technology and over 15 years of experience in corporate finance and accounting.
• My skill set includes both strong functional and some technical skills.
• I bring a strong business focus, extensive financial background, and excellent communication skills to all of my assignments.
• 20+ years of PeopleSoft experience, with more focus on financial modules and recent v9.2 experience.
• Expert on GL module, including work on chartfield design, combo editing, business unit setup, ledger setup, allocations, consolidations, inter - unit accounting, journal processing, multi-currency, and workflow.
• Good exposure to other modules: PC, AM, AP, AR, PO, EX, IN, GC, Commitment Control
• Held many lead roles on PeopleSoft projects, involving 10+ implementations and 8+ upgrades.
• Solid accounting background with BS in Accounting, CPA, and 15 years accounting/GAAP experience, including roles as Controller.
• Good mix of techno-functional skills, very solid on the functional side and good all-around skills on the technical side.
• Expert with nVision reporting, developing GAAP/IFRS, operational, statutory, budgeting, and operational reports. Good experience with Crystal report development as well.
• Strong project management and leadership skills.
• Good experience with technical tools and PeopleTools, including App Designer, SQR, App Engine, PeopleCode, Process Monitor, Query, SQL, Workflow, WinRunner, Quick Test Professional(QTP) and Import Manager.
• Provided support for many of the modules, with good problem-solving skills and improvement ideas.
• Developed many test plans and test scripts, in lead roles as well as hands-on roles.
• Analyzed many business processes, suggesting improvements to streamline processes and reduce costs, as well as incorporating best practices and better internal and SOX controls.
• Excellent communication skills, working with all levels of management/staff and very often playing the role of liaison between the functional and technical groups.
• International implementation experience, utilizing multi-currencies, VAT, and foreign regulatory requirements.
• Hard-working team player, getting the job done on time and within budget. Whatever it takes

TECHNICAL SKILLS:

Applications: PeopleSoft Financials v. 3/5/6/7/7.5/8/8.4/8.8/8.9/9.2 (GL, GC, AR, PC, AP, EX, AM, IN, PO, OM, HR, BEN), Oracle’s Hyperion Financial Management(HFM), SQR, McCormack & Dodge GL, Walker GL, ASK Maxcim Financials & Manufacturing, Spectrum, ADP Payroll

Operating Systems: MS-DOS, Win NT/95/98/2000/XP/7, HP-UX, Solaris, UNIX

RDBMS: Oracle, DB/2, SQL Base

GUI/CASE: PeopleTools, PS Application Designer, Query, nVision, Crystal Reports, PS/SQL, SQL, Business Objects

Hardware: Various

Other Software: MS Excel, MS Word, MS Access, MS Project, MS PowerPoint, Lotus Notes, MS Outlook, Visio, PCAnywhere, WinRunner, HP Quick Test Professional(QTP), HP’s Unified Functional Testing(UFT)

DETAILED PROFESSIONAL EXPERIENCE:

Confidential, Chicago, IL

Responsibilities:

• Assisted with the transition of PeopleSoft’s GC module to Oracle’s Hyperion Financial Management(HFM) module to perform financial consolidations.
• DRM experience as well.
• GL Lead on the PeopleSoft Financials Upgrade from Version 9.0 to 9.2. Incorporated GL WorkCenter and workflow, as well as mobile approval functionality.
• Also, assisted with the upgrade of other modules (AR, PC).
• Integrated the acquisition of Constellation Energy and Constellation Energy Nuclear Group into the current Confidential GL/GC applications and processes.
• Setup and tested all related GL/GC components, including BU configuration, chartfield setup, project setup, multi-currency, tree development, allocations, and consolidations.
• Provided GL/GC support - including GL/GC processing, allocations, nVision reporting, and QTP scripting support.
• Integrated the recent acquisition of Constellation Energy Nuclear Group into the current Confidential GL/GC applications and processes. Setup and tested all related GL/GC components, including BU configuration, chartfield setup, project setup, tree development, allocations, and consolidations.
• Integrated the acquisition of John Deere Renewables into the current Confidential GL/GC applications and processes. Setup and tested all related GL/GC components, including BU configuration, chartfield setup, tree development, allocations, and consolidations.
• Provided backfill support for PeopleSoft GL module, including chartfield maintenance, project maintenance, allocation development and processing, consolidations, combo editing, query maintenance, and general troubleshooting. Developed QTP scripts to automate some of the repetitive maintenance tasks.
• Assisted with EPM testing for the PeopleTools upgrade(8.49), including configuration setup, QTP script development and executing test scripts.

Confidential, CO

Responsibilities:

• Analyzed COA/Chartfield usage and implement proposed changes/additions.
• Implemented the use of chartfield combination editing.
• Created new nVision reports and updated existing reports to accommodate new chartfields.
• Provided and supporting operational support documents.
• Assisted with troubleshooting of PS Modules(GL, AP, PO, Expense, Budgets, Commitment Control).

Confidential, Chicago, IL

Reporting Specialist

Responsibilities:

• develop, test, and deploy new nVision reports. Analyze, troubleshoot, and modify existing reports.
• Utilized ReportBooks and report scopes to streamline the month-end processing.
• Provided nVision and other GL guidance and analysis.
• Bulk of the work was done remotely, with some on-site work required.

Confidential

Responsibilities:

• develop, test, and deploy nVision reports for the next phases of a global implementation.
• Expanded the use of scopes to provide more consistent and efficient reporting.
• Assisted with troubleshooting reports and configuration issues, as needed.
• Asset Management QA Tester - executed and reviewed all test scenarios/test steps, identified defects, provided assistance with troubleshooting and recommended enhancements.

Confidential, Chicago, IL

Responsibilities:

• GL/Reporting Lead on a reimplementation project from 8.4 to 9.0.
• Updated/improved over 500 nVision reports and a good number of queries as well.
• Provided ongoing support for PeopleSoft GL module including chartfield & tree maintenance, consolidation setup and processing, nVision report development/maintenance, and general troubleshooting.
• During a PeopleTools upgrade, developed a full range of test scripts for the GL Process Stream.
• Worked closely with end-users and managers to streamline reports and report distribution through the use of ReportBooks and other scheduling tools.
• Worked with management and users to develop nVision reports for GAAP, FERC, budget, statutory, and operation purposes. Provided level 2 support for nVision reports.
• Reviewed GL process flows and provided management with suggested process improvements for their upcoming upgrade project to v9.0.

Confidential, Chicago, IL

Responsibilities:

• Provided support for PeopleSoft GL module, including chartfield maintenance, project maintenance, allocation development and processing, consolidations, combo editing, query maintenance, nVision report development/maintenance, and general troubleshooting. Developed WinRunner scripts to automate some of the repetitive maintenance tasks.
• Assisted with configuration, setup, and testing of GL components related to a potential merger, including BU setup, chartfield setup, allocations, consolidations, and tree development.
• Assisted with the development of a Day1 solution using an Access database in preparation for merger data validation, conversion, and integration into the PeopleSoft database for consolidation purposes.
• Assumed the responsibilities for the development, configuration, and testing of the Global Consolidations (GC) module(v8.8). Went live and provided on-going support and maintenance.
• Performed integration testing on the upgrade to PeopleSoft GL v8.9 with the use of WinRunner scripting software, assisted with Go-Live activities, and provided ongoing support and maintenance.

Confidential, Burr Ridge, IL

Responsibilities:

• Primary support for PeopleSoft GL, AP, AM, and PO modules.
• Lead consultant for upgrade from PS v8.4 to v8.8.
• Developed nVision reports for new subsidiary and corporate office.
• Integrated subsidiary business unit on GL and AM modules.

Confidential, Tampa, FL

Responsibilities:

• Reviewed and analyzed the current business processes for AP, Expense, AR, and GL modules(v8.4).
• Developed current and future-state process flows, identifying areas of improvements.
• Created Quick-Hits Analysis and provided a list of recommendations, based on experiences and Best Practices.
• Implemented an improved communication plan throughout the organization.

Confidential, Northbrook, IL

Responsibilities:

• Analyzed and created process flows using Visio for the new PS Self Service Applications(v8.8).
• Developed Fit/Gap analysis and provided Best Practice recommendations.
• Set-up and configured the application in preparation for upcoming prototyping sessions using Workflow.
• Assisted with troubleshooting and reporting issues.

Confidential, Louisville, KY

Responsibilities:

• GL Lead on PeopleSoft(v8 sp2) implementation for corporate office and two subsidiaries.
• Developed and implemented company-wide GL Best Practices.
• Worked with CFO and management to develop various nVision reports.
• Assisted with the AP & AR/BI implementation on various phases of the project.
• Assisted with project management activities - planning, monitoring, reporting, etc.
• Provided primary PeopleSoft support for GL, AP, PO, AR, Billing, Query, and Reporting.

Confidential, Barrington, IL

Responsibilities:

• Provided primary PeopleSoft(7.52,8.4) support for the following modules: GL, AP, AM, EXPENSE, Reporting.
• Provided secondary PeopleSoft support for the following modules: AR, Billing, HR, Payroll
• Through the use of PeopleTools, nVision, SQR, Crystal, and query, enhanced the functionality, improved process flow and tremendously increased reporting capabilities of the organization
• Assisted with the upgrade assessment of PeopleSoft v8.4
• Developed nVision reports and provided support
• Lead a Company-Split(SUTA) project which will provide savings of over $500k for the company
• Lead the implementation/upgrade of GL, AR/BI, and AP modules from v7.52 to v8.4 for one business unit

Confidential, Chicago, IL

QA Tester

Responsibilities:

• Provided Level 2 ASP support for several clients on Inventory, Order Management, and key financial modules.
• Assisted with the development of the ASP practice area and client requirements.
• As GL Lead, implemented PeopleSoft’s financial modules(England,Germany, France, and Holland) for Rainbow Technologies. Reviewed and obtained the specific business requirements to help formulate the system design(Including use of multi-currencies, VAT, unique consolidation and governmental reporting requirements) through the use of GAP sessions and client interviews. Database demonstrations were utilized to provide high-level vision. Unit testing scripts were created, assisted with troubleshooting of applied Euro patches, and provided one-on-one with key users.

Confidential, Aurora, IL

Project Lead

Responsibilities:

• analyzed business requirements, evaluated various “business intelligence” software solutions (including Cognos, Brio, Business Objects, Hyperion Essbase, plus others), prepared a recommendation and project plan, presented management with the recommendation, and assisted with the pre-implementation of a “Business Intelligence” solution.

Confidential, Hoffman Estates, IL

Test Lead

Responsibilities:

• coordinated the execution of an integrated Test Plan/Test Scripts on PeopleSoft GL v7.5 for various legal entities.
• Created queries/reports via PS Query and FCP to help streamline the verification process.
• Managed the workload of test verifiers to complete the verification process.
• Assisted with the identification, investigation, and resolution of application defects.

Confidential, Seattle, WA

Responsibilities:

• Developed a User Acceptance Test plan, built test scripts, assisted with the development of policies and procedures, and provided PeopleSoft expertise on GL v7.5 module.
• Worked with management to develop nVision reports for statutory and operational purposes.