PROFESSIONAL SUMMARY:

• High - energy, proactive Global Financial Lead, Solution Architect and Project Manager with 25+ years success implementing and supporting large-scale Oracle Financials projects.
• Subject Matter Expert in Oracle Financials, Distribution, Manufacturing and CRM applications.
• Broad background directing domestic & international projects for diverse employers/clients.
• Often engaged to lead troubled or complex projects requiring adept diplomatic skills and cultural sensitivities as well as technical savvy.
• Effective project manager, decision-maker, facilitator and communicator with a sound understanding of overall business objectives. Record of developing project strategies, estimating resources and ensuring delivery of quality installations/services on time, while meeting all client objectives.
• Leverage rare combination of functional/technical knowledge and expertise in business process re-engineering to maximize the functionality of Oracle 11i, Oracle R12 and Oracle Cloud Financials.
• Focused problem solver, devising solutions that fully support the bottom line and long-range goals. Catalyst for continuous improvement who readily adapts to evolving business and technology challenges.
• Natural leadership style, inspiring confidence and integrating “best practices” with staff talents to create a focused and loyal workforce with maximized synergy.
• Design and presentation of enterprise-wide business and technology solutions and strategies
• Project Manager, Function Lead, Solutions Architect on large multi national engagements
• Expert in Oracle R12.x financials, distribution and manufacturing
• Expert in Oracle Cloud Middleware
• Expert in Oracle Cloud Financials and distribution (8, 9, 10, 11, 12 and 13)
• Working with and resolving technical, functional and operational IT and Business issues
• Business process re-engineering, delivery QA, risk and project metrics management
• Day-to-day delegating, project team personnel recruiting and development
• Solution integration, instance consolidation, and data migration strategies
• Identifying opportunities for technology implementation and influencing
• Leadership and management of teams focused in late stage sales (pre-sales) and delivery of Oracle EBS

KEY COMPETENCIES:

• Large-Scale Project Management Strategic & Tactical Planning
• Client Relationship Management Business Process Reengineering
• Application Development and Integration Change Management
• On/Offshore Team Leadership Problem Resolution

METHODOLOGY & TECHNOLOGY PLATFORMS:

• Oracle AIM (Implementation Methodology) Oracle OUM (Implementation Methodology)
• Microsoft Project (Project Management) EXCELERATOR (System Design)
• ORACLE RDBMS, ACCESS, VAX RDBMS SQLPLUS, TOAD (Languages)
• Oracle Financials, Distribution, Manufacturing and CRM Business Information and Management System
• Information Engineering Data Modeling Oracle
• Structured System Analysis and Design CSC Catalyst & Confidential Macroscope
• Oracle Fusion (8, 9, 10)

ORACLE FUSION MIDDLEWARE EXPERTISE:

• Oracle Fusion On Premise and Cloud Oracle Identity Manager (IDM/OIM)
• Oracle Software as a Service (SAS) Authorization Policy Manager (APM)
• Oracle Platform as a Service (PAAS) Business Process Management (BPM)
• Oracle Fusion Enterprise Structure Universal Content Management (UCM)
• Oracle Middleware Configuration User Management
• Functional Setup Manager File Based Data Import (FBDI)
• Oracle Fusion General Ledger (GL) Oracle Fusion Fixed Assets (FA)
• Oracle Fusion Accounts Payable (AP) Oracle Fusion Purchasing (PO)
• Oracle Fusion Accounts Receivable (AR) Oracle Fusion Tax (EBTax)
• Oracle Fusion Cash Management (CM) Oracle Fusion Expense (Exp)

PROFESSIONAL EXPERIENCE:

Confidential, Naperville, IL

Senior Financials Expert

Responsibilities:

• Assessed feasibility and fit of Oracle Application to Oracle R12 to business requirements with executive management, middle managers and personnel to meeting procurement directives.
• Standardized the procurement solution so all coding is performed upfront and meeting the initiative to drive purchasing be completed via a purchase order.
• Implemented new approval workflow strategies for a complex requisition and purchase order approval hierarchy
• Conducted formalized demonstrations of the iProcurement solution to educate
• Completed configuration, and knowledge transfer to key business users.

Confidential

Financials Lead

Responsibilities:

• Discovery, requirements definition, future business process flows, solution design, configurations, testing and for the Oracle EBS and Cloud solution including Inventory Management, Quality, Manufacturing, Procurement, and Supply Chain Planning
• Project deliverables using formal methodologies of Oracle OUM/AIM, or Cloud Functional Setup Manager
• Master Data Management,, and Testing strategies and impact analysis
• Finance Operations Management Analytics and Business Intelligence, Cost, Efficiency, and Utilization improvements
• Identified the entities, transactions and balances to migrate to Oracle Financials.
• Assessed feasibility and fit of Oracle Application to Oracle R12 to business requirements for each region and charts of accounts.
• Educated entity personnel of procedures and processes to complete intercompany transactions and reporting solutions.
• Completed configuration, and knowledge transfer to key business users.

Confidential

Responsibilities:

• Assessed feasibility and fit of Oracle Application to Oracle R12 to business requirements
• Implemented regional reporting with modications to chart of accounts adding line of business and geography to meet reporting and tracking initiatives.
• Implemented dynamic insertion and cross validation rules to an organization whom had great hesitation and issues with account coding before the project.
• Implemented complex Subledger Accounting rules to drive new cost and revenue accounting in a complex model to meet expectations.
• Mapped cost and revenue new account mapping at a more summarized level and utilize the subledgers for detailed transaction reporting
• Completed business requirements, configuration documents, and knowledge transfer to key business users.

Confidential

Oracle Cloud Financials/Procurement Functional Lead

Responsibilities:

• Assessed feasibility and fit of Oracle Application Cloud Procure to Pay cycle
• Demonstrated experience assisting in the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, End -user .
• Preparing accurate and detailed requirement specification documents and functional specification documents using the RD010 template
• Coordinating with the groups of business users who test, validate and evaluate new applications and functions to determine issues in services and software

Confidential

Responsibilities:

• Assessment current application environments and technology challenges.
• Assessed feasibility and fit of Oracle Application to Oracle R12 to business requirements
• Conducted UAT Testing globally supporting EBtax, GL,AP, AR and FA.
• Completed business requirements, configuration documents, and knowledge transfer to key business users.

Confidential

Responsibilities:

• Assessment current application environments and technology challenges.
• Analyed patching requirement for EBTax solution supporting 60+ country upgrade
• Supported Americas, EMEA, APAC, Asia and Africa for the EBTax solution.
• Assessed feasibility and fit of Oracle Application to Oracle R12 to business requirements
• Conducted UAT Testing globally supporting EBtax, AP and AR.
• Completed business transformation and of EBTax functionality.
• Completed business requirements, configuration documents, and knowledge transfer to key business users.

Confidential

Responsibilities:

• Assessment current application environments and technology challenges.
• Configure the Oracle Cloud to meet client requirements and document application set-ups. Started the configurations on R10 and went live with R11
• Compared Standard Oracle 11i functionality to current process in Oracle Cloud R10 and gone live with R11.
• Took users through New Features for AP/GL/I-expense/Payments / and AR.
• Prepared business test scenarios. Test cases and test scripts for R10 then upgraded to R11 for GL, AP, AR and CE.
• Worked on issues through JIRA system and documented.
• Created Job roles and duty roles . Assigned data roles to the user (RBAC) in Fusion using Oracle Identity Manager
• Configured Cloud BPM Business Process management for Approvals.
• Directed/Manage and lead a team including setting priorities, reviews, coaching, reviewing deliverables, and reporting of team’s activities to the Steering Committee.

Confidential

Responsibilities:

• Assessed and prepared documentation detailing the functionality differences and improvements from Oracle R12.
• Configured Oracle Fusion Enterprise Structure supporting the multi-organization structure
• Configured Oracle Fusion Middleware Components for User Management, Business Process Management and Project Creation
• Configured Financial modules of GL, AP, AR, iExpense and Tax.
• Conducted CRP, and post support for financial modules.

Confidential, Charlotte, NC

Oracle Fusion /Cloud Financials Functional Lead

Responsibilities:

• Identified business requirements and map them to the Oracle Cloud functionality
• Configured Cloud implementation tasks including setup, data migration, testing, Identify business requirements and map them for Fusion Payables, Expenses, Accounts Receivables, Fusion General Ledger and Cash Management.
• Identified functionality gaps and develop solutions for them.
• Configured Job Roles, Data Roles and Duty Roles and Assigned Data Roles to the user (RBAC) in Fusion using Oracle Identity Manager.
• Configured Cloud BPM Business Process Management for Approvals.
• Developed data migration checklist for data validation.
• Configured Oracle Cloud Payables Invoice and Payment Process and Integrated Invoice Imaging.
• Configurated 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.
• Completed Data Conversion using FBDI.

Confidential

Responsibilities:

• Assessment current application environments and technology challenges.
• Assessed feasibility and fit of Oracle Application to Oracle R12 and Oracle Cloud Financials including integration to third-party packages.
• Completed scope and functional requirements for operational efficiencies and financial reporting
• Delivered multiple solutions to resolve issues and improve Oracle operations. Client selected Cloud Financials for implmentation

Confidential

Oracle Cloud Financials lead

Responsibilities:

• Assessed current global application environment and technology challenges in Oracle financials, Projects and iProcurement operations in the United States and Mexico.
• Configured Oracle Cloud Enterprise Structure for a global enterprise structure business model.
• Configured Oracle Middleware components for user access, business process access and managing project definition.
• Configured Cloud GL, AP and AR modules.
• Conducted conference room pilot, and support.

Confidential

Responsibilities:

• Assessed feasibility and fit of Oracle Application to Oracle R12 specifically for EB-Tax for the Order to cash process.
• Completed scope and functional requirements for financial reporting supporting Germany entity.
• Provide EB-tax assessment evaluation for the common practices to implement solution.

Confidential

Responsibilities:

• Assessed feasibility and fit of Oracle Application to Oracle Cloud Financials
• Completed scope and functional requirements for integration to third-part legacy reporting solutions
• Worked on resolving issues and improving on Oracle operations
• Analysis and assessment to financial application integration across the 39 countries implemented
• Provide EB-tax assessment evaluation for the common tax service providers (Vertex,etc).
• Configured Fusion Middleware components including:
• Oracle Identity Manager (IDM/OIM)
• Authorization Policy Manager (APM)
• Business Process Management (BPM)
• Universal Content Management (UCM)
• Fusion Cloud Application Configuration including GL, AP, AR, PO and EBTax

Confidential

Financial Lead

Responsibilities:

• Configured Fusion Middleware components for user creation, access and approval authority
• Oracle Identity Manager (IDM/OIM)
• Authorization Policy Manager (APM)
• Business Process Management (BPM)
• Configured Fusion Middleware components for data conversion
• Universal Content Management (UCM)
• Configured Fusion Middleware for project creation, tracking and management through Functional Setup Manager (FSM):
• Created Project in the FSM, Assigned Fusion Tasks to team track leads. Enabled Offerings, Created GL Budgeting, Enabled Offerings and selected offerings for my project.
• Configured Tasks for Accounting Calendar, Created Primary Ledger, Currencies, Created Value Sets, Setup Accounting Information. Created Legal Entity. Assigned Data Roles to User. Open GL Periods. Run LDAP Program for Synchronizing and updating all Configuration setups using FSM.
• Configured Cloud financials GL, AP, AR, PO and Tax.

Confidential

Responsibilities:

• Conducted assessment of current Oracle 12.1.3, environment, third-party financial systems, people and management structure and identified several opportunities acting as overall Financial Integration Manager
• Identified opportunities and completed work for the following:
• Swell Allowance
• Providing automated credits for returns at the time of shipment
• Advanced Pricing
• Mass Change
• New Pricing model reducing the amount of manual overrides
• Receivables
• Automated Credit Hold process iExpense
• AMEX credit Card integration iPad integration iPhone/Andriod Integration
• Completed successful implementation in the following as Financial Integration Manager for the following projects:
• Swell Allowance - implemented functionality providing a corporate partner an allowance for returns at the time of shipping along with extensions built in Order Management, Receivables and reporting.
• Credit Hold - implemented custom automated credit hold process that would put accounts on hold meeting specific business criteria.
• Advanced Pricing - implemented functional capability to:
• Updated pricing modifiers enabling mass change to update orders
• Promotional pricing enabled allowing correct pricing up front reducing or eliminating the need for manual customer service overrides. iExpense - implemented multi-phase rollout of iExpense to corporate credit card holders with features of American Express credit card integration, iPad, iPhone Andriod integration and developed custom reports for reconciliation.
• Implemented Oracle Approvals Management (AME) for iExpense routing and approval.
• Completed documentation including for all projects including BR:030, MD:050, MD:070, BR100, TE:030 and documentation.

Confidential

Responsibilities:

• Conducted accessment, feasibility and fit impacting merger of Confidential and Office Max
• Acted a key liason to Senior Vice President gathered requirements impacting business of both enties, prepared findings and presented findings.
• Led as a Senior Financials expert to present solutions, lead discussions, build team cohesiveness and discuss impacts of new acquisitions across the organization.
• Implemented Retail Connect Program (RCC) consolidating Confidential and Office Max corporate buying program into one financial system.
• Led Oracle 12.1.3 financial testing as a key member fo the financials team.

Confidential

Responsibilities:

• Conducted feasibility accessed the impact of multiple corporate entities acquisitions and the impact on the Oracle 12.1.3, environment, third-party financial systems, people and management structure.
• Integration Management Accessments conducted with key business users to understand impact of merger activities and impact to the overall business model.
• Facilitated discovery sessions to build scope requirements and corporate acceptance.
• Led as Senior Oracle Financials Expert to present solutions, lead discussions, build team cohesiveness and discuss impacts of new acquisitions across the organization
• Delivered feasibilitiy study results to executive management and subsequent Oracle expertise.

Confidential

Responsibilities:

• Accessed feasibility supporting domestic and international rollout of Advanced Global Intercompany System (AGIS).
• Developed scope and functional requirements for intercompany trsansaction processing globally.
• Led the Advanced Global Intercomapny System (AGIS) implementation with a mix of onshore and offshore resources to provide expertise, guidance and leadership supporting financial integration, processing and oversight in custom reporting design.
• Rolled out solution globally to approximately 100+ countries and 200 intercompany organizations across multiple chart of accounts. Scope included specific focus to subledger accounting (SLA) design, custom source design, AGIS transaction creation, AGIS ADI upload, imported transaction processing, internal sales order processing, subledger invoice creation, VAT transaction processing, ebTax considerations, intercompany netting and reconciliation.
• Implemented Oracle Approvals Management (AME) for global approval for intercompany transactions.

Confidential

Responsibilities:

• Led Oracle Fusion team to configure an Oracle Fusion environment, develop test scenarios and deliver a proof of concept for the new functionality.
• Performed configuration for the Oracle Financial modules and unit testing.
• Delivered proof of concept scenarios to stakeholders
• Configured Fusion Middleware components including:
• Oracle Identity Manager (IDM/OIM)
• Authorization Policy Manager (APM)
• Business Process Management (BPM)
• Universal Content Management (UCM)
• Led implementation project of Cloud Application Configuration for GL, AP and EBTax.
• Conducted UAT testing, and knowledge transfer to key business users