SUMMARY:

• Results - oriented Information Systems professional with over 20 years experience implementing financial systems for clients in the health care, public sector, transportation and oil and gas industries.
• Oracle Cloud/Fusion Financials Rel 9, 10 and 11 (GL, Payables, Receivables, iExpense, Assets, Grants, PPM, HCM - Core HR) OTBI Reporting Tool.
• Expertise in the business process review, re-engineering, change management and full life cycle implementation and upgrade of Oracle EBS: GL, AP, AR, Assets, Collections, SLA and Cash Management and Payments.
• Seventeen (17) years experience in Oracle financials post production support, business process re-engineering and project management;
• Three (3) years experience implementing fund accounting package on Mainframe systems;
• Knowledge of encumbrance/fund accounting
• Sarbanes Oxley (SOX) documentation and testing with financial systems controls
• SDLC and Oracle AIM methodology: preparing BR100, TE040, BR30, MD50 and other deliverables for Oracle Financials: GL, AP, AR, and Cash Management
• Foreign Language: Spanish

TECHNICAL SKILLS:

E-Business Suite: General Ledger, Payables, Receivables, Cash Management, Oracle Web ADI, Oracle Grants/Project Accounting, Financial Statement Generator, Oracle Subledger Accounting (SLA)

Tools: Discoverer 10g, HP Quality Center

Methodologies Oracle Unified Methodology for Cloud Financials: AIM Methodology, KPMG R2i

PROFESSIONAL EXPERIENCE:

Cloud Fixed Assets and PPM Support

Confidential, Bethesda MD

• Served as Fixed Assets and Cloud PPM support for CRP1 and CRP2
• Configured Oracle Cloud FA and PPM for client in the Energy Industry.
• Conducted FA and PPM Sessions to gather business requirements and complete Configuration Workbooks
• Configured FA and PPM
• Facilitated Conference Room Pilots for Cloud FA and PPM
• Created workflow approval groups for PPM Contracts
• Modified seeded workflow approval for PPM Contracts and PPM Project Status
• Developed Adhoc FA and PPM reports using Oracle Transactional Business Intelligence (OTBI) tool
• Worked with technical team to map client existing reports to data elements in the Oracle Cloud.
• Worked with Oracle support to resolve issues identified in CRP and Testing.
• Conducted end user training on Oracle Cloud Fixed Assets and Project Portfolio Management

Finance Team Lead

Confidential, Sacramento, CA

• Serves as finance team for Oracle Cloud implementation for Public Sector client in California.
• Lead team of 3 functional consultants implementing GL, AP, AR, FA, Cash Management, HCM - Core HR and Project Portfolio Management
• Utilized KPMG KPE Methodology to develop project deliverables: Fit Gap Analysis, Business Requirements Listing, Functional Design and Configuration Workbooks
• Worked with Offshore team to ensure timely configuration of Cloud Financials (GL, AP, AR and Cash Management, PPM Grants, HCM - Core HR)
• Participated in Conference Room Pilot for Cloud GL, AP, AR, PPM, Grants, Cash Management, HCM - Core HR.
• Created workflow approval groups for PPM Contracts
• Modified seeded workflow approval for PPM Contracts
• Worked with client to document current business processes and future business processes using the KPMG KPE tools.
• Worked with technical team to map client existing reports to data elements in the Oracle Cloud.
• Worked with Oracle support to resolve issues identified in CRP and Testing.

Project Manager /Team Lead

Confidential, San Diego, CA

• Serves as project manager for Oracle Cloud implementation for Public Sector client in Southern California
• Manage team of 4 technical and functional consultants implementing GL, AP, AR, FA, Cash Management, Expenses, HCM - Core HR and Project Portfolio Management
• Utilized Oracle Unified Methodology to develop project deliverables: project plan, project charter, security plan, validation plan, and solution design plan.
• Documented weekly status report and provided client updates to the team in weekly status meeting
• Worked with Offshore team to ensure timely configuration of Cloud Financials and HCM.
• Configured for Fusion GL, AP, AR, Cash Management, PPM, Grants, HCM - Core HR
• Created workflow approval groups for PPM Contracts
• Modified seeded workflow approval for PPM Contracts
• Built operational reports using Oracle Transactional Business Intelligence (OTBI)
• Managed the collection of conversion data for Assets, Suppliers and Employees
• Attended Steering Committee and other team meeting to provide status updates on project tasks.
• Identified risks and solutions to mitigate project risks.
• Identified the test tools, scripts and reporting solution for CRP1
• Executed Test Scripts for GL, AP, AR, Cash Management
• Work with Oracle Support to log, manage and resolve application issues for AP, AR, GL, FA, Cash Management, PPM, Grants and HCM - Core HR

Functional Finance Support Consultant

Confidential, San Diego, CA

• Served as functional finance support consultant for Record to Report, Procure to Pay and Invoice to Cash Processes for Rel 12.1 Oracle Financials
• Supported Global Rollout in North America, Europe and Asia to include localizations
• Work with Oracle Support to log, manage and resolve application issues for AP, AR, GL, FA and Cash Management.
• Work with cross functional teams to manage code fixes and deployment to Production.
• Facilitate month end close process and resolve reconciliation issues as they arise.
• Provide other functional support as requested.

Confidential, Fort Worth, TX

Fusion Functional Support Consultant

• Served as Oracle Cloud/Fusion Functional Support consultant for upgrade from Rel 8 to Rel9 of Fusion Financials
• Performed Functional setups for iExpense, GL and Payables
• Worked with Oracle Support to resolve issues resulting from day to day operations;
• Built ad hoc BI Reports using Built operational reports using Oracle Transactional Business Intelligence (OTBI) in Fusion
• Facilitated week team status meetings with client SMEs

Confidential, Kansas City, KS

Functional Consultant

• Served as R12 Functional Lead for AR, iReceivables and Advanced Collections upgrade from R11i to 12.2.3
• Configured Advanced Collections for Global Rollout of North America, EMEA and ASIA and Australia
• Developed Training Materials for Train the Trainer GARMIN SMEs
• Trained GARMIN SMEs on the R12 Delta between the AR Collection Workbench, iReceivables and Advanced Collections
• Provided AR functional support as needed

Confidential, Cypress, CA

Functional Consultant

• Served as Functional Finance Lead for North America
• Provided post upgrade functional support for Oracle AP, AR, and GL of Oracle Financials R12.1.3 to resolve issues related to the upgrade to R12.
• Validated XLA and SLA upgrade of historical transactions
• Troubleshoot, analyzed and resolved application issues related to the upgrade.
• Taught workshop on the R12 SLA (Subledger Accounting) architecture.
• Provided R12 delta training to core and extended team.
• Provided functional support to resolve issues related to creating an archive and merge environment.
• Documented business requirements for developing a custom data warehouse for UHG/Optum reporting requirements.
• Developed current and future business process flows for the new reporting platform.
• Tested and validated reports.

Confidential, New York, NY

Functional Consultant

• Served as global Functional Finance Lead for North America, Europe, South America and Asia
• Redesigned the custom Global Intercompany Process Oracle AGIS Rel 12.1.3
• Conducted design sessions for to gather requirements, develop business process flow documents, test plan and test scripts for Amex InterCo using Oracle AGIS
• Developed work plan and provide future process redesign of Amex InterCo using Oracle AGIS
• Developed Functional Design Documents (MD050) and meet with Technical offshore teams to review and confirm the business requirements.

Confidential, Washington, DC

Functional Consultant

• Served as Functional Finance Lead for Oracle GL, AP, AR, Cash Management and Advanced Collections for the R12 Upgrade for the Central Bank of the United States
• Conducted design sessions for to gather requirements for Collections and Payables
• Provided R12 Upgrade expertise to the team to include developing the cutover plan and working to resolve critical system issues.
• Developed and delivered training to end user community in Oracle R12 new functionality
• Developed UPK content for Oracle R12 Suppliers
• Provided go-live and post production support of Oracle EBS Financials

Confidential - Miami, FL

Functional Consultant

• Served as Global Finance Functional Lead for Payables, Payments and Cash Management during the R12 Upgrade Design phase for a client in the Hospitality industry;
• Conducted design sessions for operating companies in US, Italy, Germany and the UK.
• Provided detailed functional analysis of release 11i RICE items to determine if they can be phased out by new R12 functionality
• Developed R12 Future process flow design documents for AP, Payments and Cash Management
• Documented and configured all R12 changes for AP and CE and modules for US and UK to include MOAC (Multi Org Access Control);
• Provided demo of the R12 new functionality to accounting users and SMEs in US and the UK.
• Developed R12 Ledger Design and Oracle SLA (supporting references and journal line entry descriptions) to facilitate the Voyage Accounting Process
• Conducted User training sessions and prepare training materials for train the trainer in, AP (including Payments), and Cash Managemen t
• Provided management support with project plan updates, status report review, etc.

Confidential - Los Angeles, CA

Functional Consultant

• Severed as Functional Finance Lead for the Record to Report and Invoice to Cash Processes
• Supported Global Rollout in Asia, Europe, and North America including localizations for these regions.
• Provided functional support for a team of developers, business analysts and functional SME’s in the global upgrade of Oracle Financials from 11. .1.3.
• Performed end to end business process testing for invoice to pay, invoice to receipt, and record to report using R12.1.3 of the Oracle EBS of applications.
• Documented and configured all R12 changes for AP, AR, iReceivables, Cash Management and Advanced Collections modules; provided demo of the new functionality to accounting users and SMEs.
• Completed Pre and Post Upgrade steps for AP (including Payments), AR, Cash Management and Advanced Collections
• Implement Cash Management Bank Reconciliation and Cash Forecasting functionality. Assist client in defining the bank account structure in R12 Cash Management to facilitate the Bank Account Reconciliation;
• Conducted User training sessions and prepare training materials for train the trainer in, AP (including Payments), AR, Advanced Collections and Cash Management
• Configure Oracle Payments for funds capture of outstanding receivables (collection accounts) for EFT and Credit Card Payments.
• Developed R12 Period Close activity for AR, AP and GL. Performed first month end close in R12 upgraded environment with Accounting SMEs.
• Provided management support as needed to Project Manager and client SMEs
• Worked with Oracle Support to log and document SRs to fix application issues related to the upgrade of the applications.

Confidential - Houston, TX

Functional Consultant

• Provided functional expertise in resolving go-live and post production issues related to GL, AP (including Payments), AR and Cash Management for international client in the Oil and Gas industry.
• Conducted R12 Close Month/Year-end workshops with client SME’s
• Executed R12 Month end close with accounting SMEs post production cutover.
• Assist Finance staff in the daily bank reconciliation of Corporate Bank Accounts;
• Worked with TRECs for the daily bank account files;
• Prepare training materials for train the trainer in GL, AP (including Payments), AR and Cash Management
• Provided management support as needed to Project Manager and Client Director.
• Delivery of documented in-scope processes including flowcharts, process narratives, process risk & controls matrices, test plans.
• Created security profiles and attached to responsibilities to enable MOAC (MultiOrg Access Control)
• Testing the effectiveness of the overall controls environment and key controls

Confidential - DOE, IL

Associate Project Manager/Finance Lead

• Served as Associate Project Manager and Finance Lead in the upgrade assessment of Oracle Financials from version 11. .1.3 for Confidential - DOE.
• Refined Project Scope and project details;
• Conducted weekly status meetings with upper management and provided key milestones updates;
• Taught workshop on the R12 SLA (Subledger Accounting) architecture.
• Assisted technical team with functional analysis of customization changes for R12 EBS suite;
• Configured Oracle Payments and demo to users
• Provided upgrade readiness and assessment report . ncial system.