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Functional Lead Resume

Los Angeles, CA

SUMMARY:

  • SR. Global Project Manager for Oracle EBS and Cloud Functional Lead for 10.7 /11i & EBS R12/ and Oracle Fusion Cloud for R10/R11/R12/R13 for Confidential, APAC & Latin America.
  • Over 23 years of Oracle Financials Functional lead and Project Management experience specializing in the Functional areas of Oracle E - Business Suite, Oracle Cloud, Change Management and all life cycle stages of implementation.
  • Solution design, Transformation, GAP analysis, Test Plan Cycle, CRP, UAT, Cut-Over, Tax with Vertex and EU VAT.
  • Configured and supported the rollout of the Israel localizations on EBS 12.1.3.
  • Deployment and managing Oracle ERP Cloud applications (qualifying, negotiating, contracting and procuring.
  • Worked in over 25 Projects (Implementations and Upgrades in R12, R11i) and Oracle Cloud Fusion R9 to R13 in both global and Local to US.
  • Experience working with Latin American Localization, Tax requirements, Asia Pacific Localization including Japan Localizations.
  • Functional Knowledge working on multiple Projects implementations and Upgrades with Expertise in Configuration,, documentation of AIM in EBS 12.2.3/12.2.4/12.2.5 and 12.2.6
  • Gathering Requirements (RD.50), Business Process, Setup (BR.100), Application Functional Design (MD.050).
  • Test Cases (TE.40) for GL, AR, CE. FA, AP/PO, Advance Collections, AME, I-Expense, E-Accounting for Mexico /LAD Mexico/LAD Argentina/ AR and SLA for R10.7, R11i and EBS R12.1.3.
  • Experience configuring Oracle Cloud Fusion R9/R10/R11/R12 and R13 for GL, AP, AR, FA, Expense, Fusion Tax, PO, FSM, Integrated Invoice Imaging, FBDI and work areas providing a central location for users.
  • Oracle cloud integration with HCM (Workday, Concur (T&E), Rev-Port (Billing) and Multiple banks
  • Experience setting up Lockboxes for cash applications and Credit Card Payments. Brazilian Electronic File Transfer and, Brazilian Withholding Tax for AP in multiple ledgers in a Global Setting.
  • Experience in CAVEOUTS in a global environment.
  • Experience working with Off-Shore teams, Rice log, Oracle support for TARS and SR’S day to day operations, Risk analysis, Country Specific Localizations and Public Sector.

FUNCTIONAL AND MANAGEMENT SKILLS:

  • Oracle Cloud General Ledger
  • Oracle Cloud Accounts Payable
  • Oracle Cloud Accounts Receivable
  • Oracle Cloud Cash Management
  • Oracle Cloud Fixed Assets
  • Oracle Cloud Fusion Tax
  • Oracle Cloud Purchasing
  • Oracle Cloud BPM
  • Oracle Fusion IDM/OIM
  • Oracle Fusion FSM
  • Oracle Fusion Expense/Concur
  • Oracle SaaS ERP Financials Cloud
  • Smart-view
  • Financial Reporting Studio
  • Oracle Payments
  • Oracle System Administrator.
  • GL Primary and Secondary Ledgers in R12
  • Oracle Fusion Integrated Invoice Imaging
  • Application Lifecycle Management (ALM)
  • More 4apps Utility / UOM Methodology
  • Oracle Advance Collections.
  • Oracle Federal Financials 11i/12.1.3
  • Oracle Fusion Financials R9/R10
  • Oracle Discoverer 4i
  • Financial Statement Generator (FSG)
  • Global Localizations for Confidential / APAC
  • Oracle Web ADI and Desktop ADI
  • ICM (Internal Control Manager)
  • Mercury Testing Tools Pro 6.5
  • MS Project/ Data Loader and MS Office
  • Oracle EBTAX/VERTEX/VAT
  • Golden Tax Version 7.2 for China
  • E-Accounting for Mexico
  • Fusion Authorization Policy Manager-APM.
  • Fusion Business Process Manager
  • Oracle Security Workbench
  • Oracle Access Control
  • APM(Authorization Policy Manager)
  • China Golden Tax IntegrationEuropean Fusion Ta

PROFESSIONAL EXPERIENCE:

Functional Lead

Confidential, Los Angeles, CA

Responsibilities:

  • Ensured list of issues required to Close Q2 FY19 are accurately and completely captured
  • Document key Oracle issues and related business challenges that each functional area is currently experiencing
  • Discussed and documented the underlying issues that were introducing challenges into Confidential ’s operations and business processes and derive the root cause of each.
  • Created Users using the Security Console for Role Based Access Control RBAC.
  • Assigned Job Roles and Data Roles to the users for the assigned Modules.
  • Helped users go through Month end close using the right Oracle Fusion Procedures.
  • Helped support 6 Ledgers. Mexico/Argentina/German/US/Canada and Columbia on day to day issue and documenting the same issues on an excel spreadsheet to review with controller every Monday.
  • Helped with day to day issues of all the financial modules GL/AP/AR/CM/FA/Payments and fusion Expense Reimbursement.
  • Helped Create New Vendors, Assigned Bank accounts to the new Vendors, Created new hires in Oracle on daily basis for expense Report Re-imbursement, Created Delegate to enter expense reports on behalf of their managers.
  • Helped process Consolidation Process and Elimination for 6 Ledgers (Mexico, Columbia, Argentina. US, Canada and Germany.

Project Manager/Cloud Financials Functional Lead

Confidential, St. Louis, MO

Responsibilities:

  • Project Manager managing the deployment of Oracle Cloud’s Financial and HCM Solution for Confidential Inc, managing project scope, Project schedule, schedules, Resources, budgets, risks and dependencies.
  • Developed detailed project Plan and schedules, project estimates, resource plans, and status reports
  • Prepared accurate and detailed requirement specification and functional specification documents using the Cloud RD010 template on Cloud R12/R13 for the Transformation and Change Management Project.
  • Demonstrated experience assisting in systems strategy, Fit-Gap Analysis, As- Is and TO- BE business process designs Workshops and Conference room pilots (CRPs).
  • Translated Project Requirements into project objectives and tasks reporting on project progress throughout the project lifecycle.
  • Demonstrated experience assisting in systems strategy, Fit-Gap Analysis, As-is and TO- BE business process designs and Conference room pilots (CRPs).
  • Coordinated with Teams Lines of businesses to ensure functional expectations are met maintaining accountability for the overall health of the project across financial, best practices, quality, and delivery spectrums.
  • Resolved issues and blockers for the project and escalated to Confidential ’s senior management as needed Providing senior level executive communications on status of the project showing Project key risks and a weekly status report on mitigation plans
  • Validated production readiness and communicating on status to the groups of users who were testing, validating and evaluating Trim foot new applications.

Oracle Functional Lead Dallas/ Israel

Confidential

Responsibilities:

  • Worked with the business to get the requirement for Localization for Confidential based in Israel.
  • Configured all the reporting required to be able to produce AR/AP VAT detail Reports and other Localization Reports.
  • Setup Israel AP/AR VAT TAX reporting codes. (VAT-A/VAT-S/VAT-C/VAT-KA, VAT- KS, VAT-RA, VAT-RS,VAT-P, VAT-H,VAT-L,VAT XERO,VAT-EXEMPT,VAT-M,VAT.
  • Configured all the WHT Groups, Supplier WHT and Book-Keeping .
  • Configured and supported the rollout of the Israel localizations on EBS 12.1.3.
  • Configured the Confidential VAT limits, Reporting Entities, VAT TAX codes, Rates and Status.
  • Setup the Reporting Entities, Tax Calendar and added all the Localized Reports to the request Groups and Annual WHT deduction source file.
  • Setup all the Reporting codes in EBTAX. Legal Entity and Establishment and Tax Registration using Oracle EBTAX for Confidential Localization and European Tax
  • Setup the company Tax Registration and Special Calendar Using EBTAC, Setup all the Global Descriptive flex-fields and Profile options using System administrator

Project Manager /Cloud Financials Lead

Confidential, W/Chester, PA

Responsibilities:

  • Responsible for Managing the deployment of Oracle Cloud’s Financials, I-Procurement, Purchasing, Inventorying & Change Management applications for Confidential Corporation.
  • Integration with Oracle Workday (HCM), Concur (Travel) and Rev-Port (for Billing).
  • Defined how/if the business functions supported Oracle Procurement Cloud apps would integrate (process and technology) with the business functions remaining in the legacy 11i applications
  • Prioritized the work of the team, managed deadlines and ensured delivery of tasks on assigned schedules.
  • Tracked the status of outstanding key team deliverables, follow-up with team members on outstanding items and provide direct assistance as needed
  • Managed scope, Project schedule Resources and budgets, tracking the tactical calendar to ensure deadlines are met mainly Project Deliverables and Risks for the Financials and HCM Solution of Communications Test Design ( Confidential ).
  • Developed detailed project Plan and schedules, project estimates, resource plans, and status reports; tracks key project milestones and adjusts project plans and/or resources to meet needs of customers.
  • Configured the Oracle Cloud R10 to meet client requirements and documented the application set-ups(BR100) and Test scripts
  • Created Users using the Security Workbench Role Based Access Control RBAC and assigned Job Roles and Data Roles to the users for the assigned Modules.
  • Coordinated with the execution team on delivering tactics on time and on budget .
  • Demonstrated experience assisting in systems strategy, Fit-Gap Analysis, As-is and TO- BE business process designs and Conference room pilots (CRPs).
  • Prepared materials for all the Financial Modules GL/AP/CE/AR/PO.
  • Took users through the Testing and prepared Strategy, Test Scenario and Test scripts for the testing.
  • Worked with offshore Team for the support of the technical side of the Project and provided production Support getting all the issues from JIRA system.

Oracle Functional Lead Consultant

Confidential, Charlotte, NC

Responsibilities:

  • Identify business requirements and map them to the Oracle Cloud functionality for the Implementation in the US, Mexico and China converting from JD Edwards as part of a Global Oracle Implementation
  • Deployment of Fusion Payables/Fusion CE/Fusion FA/Fusion GL and Fusion Expenses.
  • Support Fusion Cloud implementation tasks including setup, data migration, testing Identify business requirements and map them for Fusion AP, Fusion Tax, Travel or Expenses, AR, Fusion GL and CE.
  • Configured Golden TAX interface a VAT monitoring system to ensure Corporate Tax Compliance. Setup R12 Golden TAX Adapter designed to facilitate VAT compliance in China to support VAT invoices from AR allowing integration with Golden TAX.
  • Created Job Roles, Data Roles and Duty Roles and Assigned Data Roles to the user (RBAC) in Fusion using Oracle Identity Manager.
  • Integrated Invoice Imaging and Data Conversion and load using FBDI for Supplier Using OCR.
  • Configured 1099 Reporting enabling all flags for 1099 on the supplier header and site Levels.
  • Enhanced User Productivity with Excel Integration for invoice Creation using Oracle Cloud Desktop Integrator Overseeing the successful Opening and Closing periods during UAT.
  • Completed UAT for reporting Ledger and E-Accounting for Mexico.
  • Trained users on how to process 1099 Reporting at year end. Reports like Invoice Exception reports, Supplier exception Report, Payments Reports 1099 Forms Report and the Reports that are sent to the IRS Electronically.

Oracle Functional Lead Consultant

Confidential

Responsibilities:

  • Configured the Oracle Cloud to meet client requirements and document application set-ups. Started the configurations on R10 and went live with R11
  • Created Users using the Security Workbench Role Based Access Control RBAC and assigned Job Roles and Data Roles to the users for the assigned Modules.
  • Maintained Role templates to create custom Templates, Created Job Roles for invoice creation.
  • Prepared Business Test scenarios, Test cases and Test Scripts for R10 then upgraded to R11 for AP/CE/GL/AR and Collections.
  • Validated expected test results for key test scenarios with the client business users prior to executing the test scripts. Performed end-to-end business process testing.
  • Helped write Strategies for Advanced Collections.
  • Provided Support getting all the issues from JIRA system.

Oracle Financials Functional Lead

Confidential, Plano, TX

Responsibilities:

  • To support the transformation of Tektronix with emphasis on organizational change and establishment of structures/ processes that best fit Carve -out working alongside Tektronix /TEKCOMMS staff.
  • Configured VAT and Withholding Tax. Configured Golden TAX interface a VAT monitoring system to Ensure Corporate Tax Compliance.
  • Configured R12 Golden TAX Adapter designed to facilitate VAT compliance in China to support VAT invoices from AR allowing it to integrate with Golden TAX by flat file format.
  • Configured AP/ Payment/FA/AME/EBTAX for three Legal entities to support TekComms divestiture.
  • Separation requirement of TekComms / Nescout’s Oracle financials AP/FA/GL/ Payments and TAX Configurations, design, testing of program changes, Invoice, data and Vendor conversions as required to support the Oracle Texas/Ireland and VSS R12 Global environment.
  • Data Conversions delivering Data Mapping documents, guided the Technical teams in building the data conversion and validating the converted data while addressing conversion issues.
  • Run AP Aging and UN- invoiced Receipts to confirm Open invoices.
  • Configured Banks, accounts and Payment methods for the 3 Legal entities. Execution of cutover and Took users through UAT and in Beaverton OR and Provided Global production support after go-live.

Oracle Financials Functional Lead

Confidential, Irvine, CA

Responsibilities:

  • Identified process flow for GL/FA/AP and AR modules to introduce accounting activities for AR and FA to meet Arbonne requirements. Business Process (BP080) Identified and configured Client’s Requirements for two future segments in COA.
  • Responsible for adding new Operating Unit and Implementation of GL/FA/AP/PO/AR
  • Configured Golden TAX interface a VAT monitoring system to Ensure Corporate Tax Compliance. Configured VAT and Withholding Tax of 10% for invoices by the seller in China
  • Configured R12 Golden TAX- Adapter designed to facilitate VAT compliance in China to support VAT invoices from AR allowing integration with Golden TAX by flat file format.
  • Defined Legal entities, Operating units and Inventory Organizations for Poland Operating Unit. Enabled Currencies for all countries concerned and defined all the reporting currencies (MRC)
  • Defined Corporate Books for managing assets. Asset cost, asset clearing, depreciation expense, accumulated depreciation, CIP cost, CIP Clearing, Depreciation Adjustment as Fixed assets accounting. Per clients requirements.
  • Set up 1099 supplier tax reporting through AP to replace current third party service.
  • Defined auto-reconciliation process to handle electronic bank statements with Cash Management module. Identified category, location, Asset key FF for FA module.
  • Defined Straight Line Method (STL) asset depreciation and identified the use of the current Descriptive Flex fields in Purchasing into AP.
  • Took users through UAT Testing. Configured Production and did global support after go-live.

Oracle EBS Financials Functional Lead

Confidential

Responsibilities:

  • Gathered Requirements and Configured Global R12.1.3 AR/PO/AP, Advanced Collections, CE/SLA, EBTAX and China Golden Tax Integration and i-expense modules.
  • Created Templates for processing Payments in Payments Module
  • Setup this One system to manages both Funds Capture and Funds Disbursement eliminating redundancies
  • Designed and Tested Cash Application, Cash Management and Advanced collection.
  • Define Approval rules deciding what conditions should be met before approvals are required using AME.
  • Defined Employees, Defined Collectors, Resource Groups, Defined Resources to View Resource Hierarchy.
  • Worked with the HSBC bank in Brazil on the process of Receipt Remittance process for inbound and outbound remittance Batch.
  • Setup Lockbox, Defined cash rules and Brazilian EFT Localizations for AR
  • Created a Tax Regime, created Tax, Tax status, Tax Accounts Tax Rates, Tax Rules and Tax Jurisdiction in EBTAX for Brazil and wrote a step by step document on the Custom AR manual approval process for users.

Oracle EBS Financials Functional Lead

Confidential, Morgantown, West Virginia

Responsibilities:

  • West Virginia university oracle system integrates with the West Virginia State’s financial systems therefore Worked closely with the IT and Business teams to develop the strategy for the upgrade
  • Participated in upgrading Oracle Applications from 11.5.10.2 to R12.1.3
  • Defined the Rules of AME for PO and AP to determine who must approve a transaction.
  • Helped Migrate taxes to EBTAX and updated Tax details.
  • Setup US used and sales Tax, Regimes, offset taxes, Tax Jurisdiction, recovery rates and Reporting types, tax accounts and zones.
  • Trained users on Supplier Merge for vendor duplicates cleanup letting the program merge them.
  • Prepared Business Test scenarios, Test cases and Test Scripts for R12 .
  • Validate expected test results for key test scenarios with the client business.
  • Participated in various iteration cycles of Testing of AP/PO/CE/GL/FA/AR/SLA Budget and Purchasing.
  • Directed the team including setting priorities, reviews, coaching, reviewing deliverables, and reporting of team’s activities to the Steering Committee.

Oracle Financials Functional Lead

Confidential

Responsibilities:

  • Requirements gathering, GAP analysis, configuration, testing and support of AR/GL/AP/FA/EBTAX for CAE INC.
  • Designing the future process (BP080) for AP/AR/FA/GL, Payments CE, ICM and E-Business TAX
  • Wrote Definition and Derivation rules to re-class Journal Entries into GL using r12 SLA
  • Setup Consumption Tax on the National for Japan and uploaded the information for F00189 for Reports.
  • Developed Test Cases, Conducted Unit Test, Systems Test, Integration Test and UAT and developed all Test scripts for all financial modules (FA, GL, AP, AR and CE and Advanced Collections.
  • Defined Auto Reversal and Auto Post Program of GL journals before conversion
  • Setup and documented the BR100 for SLA, FA, and AP and BR110 for System Administration
  • Setup country specific Tax for UK VAT, Canadian sales Tax, Spain Tax, Brazil Tax, Tax, Israel Tax, classification codes, US used and sales Tax, Regimes, offset taxes, Tax Jurisdiction, recovery rates and Reporting types, tax accounts and zones.
  • Developed BP080 for Modifying the existing invoice distribution, Approval supplier Invoices, Transfer payables transactions and Resolved and Managed supplier Invoices, Managed debit memos for return.
  • Designed MD050 for XML Positive Pay file, MD 050for AP EFT payment, MD050 for AP Payment Template, MD050 for AP approval Workflow modification, MD050 for GL Account Analysis for Foreign Currency detail report and MD050 for AP Exchange Rate.
  • Used Mass Allocation formula to create Journals that allocate revenues and expenses across a group of cost centers, departments and divisions and process of Intercompany transactions.
  • Compiled a check list for Segregation of duties (SOD) Control for SOX Compliance Process modifications, control considerations and control recommendations for GL/AP/ AR and Cash Management.

Oracle Financials Functional Lead

Confidential, Chicago, IL

Responsibilities:

  • Documented the Current Business flows for new features in R12.1 for GL/AP/FA/CM, Advance Collection and I- expense mapping new business requirements with new functionality and determining the difference (Gap Analysis).
  • Created the Responsibilities for all the ledgers and attached the Responsibilities to the Ledger, filling Data Group details and assigned the Data Access set to responsibilities.
  • Defined users, roles, responsibilities, request groups, profile options, Security rules and Menus and carried Workshops for COA, interviewing end-users directly.
  • Defined COA. Payment processing for both funds disbursement and funds capture setup. Created a bank account, Branch, accounts, Receipt class and Receipt Methods
  • Setup format programs for Banks, Receivable activities, Instruction and occurrence codes.
  • Worked with the JPMorgan Chase bank on the process of Receipt Remittance process for inbound and outbound remittance batch.
  • Created and Assigned Operating Unit to Primary Ledger.
  • Configured the Lockbox process. Setup Matching Tolerance and distribution sets in AP, transmissions detail, Withholding tax s and exceptions
  • Defined format for the invoice Aging Report AP. and US 1099 income tax regions.
  • Defined Suppliers, invoice, Tax Codes, Tax names and groups.

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