SUMMARY

• Overall 18 years of experience as an Oracle Apps Functional Consultant on implementation and support of Oracle Apps R12, 11i GL, AGIS, AP, AR, FA, Cash Management, employee Expense, eB - Tax, Order Management, Purchasing, and Inventory. Fusion Financials: GL, FA, Cash Management, AP, AR, Employee expense, Control Budget, cloud tax

PROFESSIONAL EXPERIENCE

Confidential, TX

Responsibilities:

• Work as lead on fixed asset. Gathering FA requirements and designed the to be process.
• Prepared process flows for the AS IS process and TO BE PROCESS.
• Work with users in preparing the configuration document for FA. Configure Fixed Asset.
• Help users in preparing the test scripts. Gathered requirement for custom reports and prepared the functional specs for all the custom reports.
• Designed interface from EBS FA to Cloud FA. Prepared functional specification document and work with technical person in developing the interface and testing it.
• Prepare the project plan for SIT testing including data conversion and testing of Fixed Asset.
• Guiding technical person in extracting the data from legacy systems for conversion. Work with controller and assistant controller in preparing test scenarios for general ledger.
• Help designing the GL interface between legacy system and Cloud GL.

Confidential, CA

Responsibilities:

• Support financial modules issues. Designed the AR interface to update the sales order lines with appropriate GL accounts.
• Trained users in accrual write off process and educated them how to process PO, receiving and AP invoices correctly to reduce the accrual write off balances.
• Work with offshore team for technical and functional tasks. Help on creating SLA rule in Receivable. Work on setting up AP, AR netting functionality.
• Created custom roles. Defined SLA rule in payable liability account for payment requests. Implement fusion tax for procurement and payable in US Business unit.
• Help resolving issues in payable, receivable and cash management. Designed custom report for AP Non PO accrual report.
• Train user in creating intercompany transactions and transfer to receivable and payable.
• Work with users to change their current process of assigning one account to multiple bank accounts to creating one unique account per bank account.

Confidential, WA

Responsibilities:

• Work on implementing Cash management: Client has 40 bank accounts and had bank interface to download statements daily. Many of the accounts are ZBA accounts having transfers on daily basis. Defined Bank transfer creation rules, created parsing rules. Configure Cash Management module.
• Design AR invoice template and wok with technical team in developing and testing it. Configuring Accounts Receivable: Set up memo lines for manual invoices. Defined revenue scheduling rule for service contract invoice revenue recognition. Created revenue contingency removal event and contingency assignment rule. Client has many bank account and were using same account for depositing customer payment of more than one legal entity in same account. Guided client to set up separate bank account by legal entity and also set up bank accounts
• Resolve issues in payable and fixed assets during UAT: Help users in moth end close process and reconciliation of AP, AR and FA period close process. Help “Financial consolidation and close cloud service” team in providing the data needed from payable receivable and fixed asset for period end reconciliation in FCCS.

Confidential, CA

Responsibilities:

• Work on Payable, Employee expense and tax modules.
• Conduct meeting with users to design approval workflow for payable and expenses.
• Defining SLA rules for payable. Configure Payable, expense and tax modules.
• Client is using expense card for travel expenses. Work on to be process, and developing test scenarios.
• Conduct CRP and UAT testing sessions.
• Resolve issues and train users.
• Work on testing AP Invoice import using FBDI template.

Confidential

Oracle application Finance functional lead

Responsibilities:

• Responsible for configuration of financial modules and designing intercompany process for all six entities.
• Gathered business requirement for GL, AP, AR, FA, Cash management, eB-Tax and intercompany transaction flow including transfer price and accounting entries.
• Configured the ledgers, operating units and performed intercompany related set ups in Inventory.
• Co-ordinated task of setting up receivable, payable, fixed asset and cash management with other finance consultant. Work with technical person to develop and test currency rate interface to import from ONADA’s website in to the Oracle general ledger on a daily basis.
• Work with DBA for bank statement download and import in to Cash management testing process. Set up six ledgers and six operating units. Set up eB-tax for OM and receivable transactions in US operating units. Set up VAT tax for AP, OM and AR transactions in Singapore and Ireland OU.
• Work with technical team for conversion of open AR, open AP, and vendors. Upload GL balances via ADI. Conduct user training and testing. Created training documents for AP, AR, GL and intercompany flow). Support users after going live. Help users at month end in resolving issues and close the month.

Confidential

Oracle Fusion Finance functional Consultant

Responsibilities:

• Support to the functional consultant in implementing fusion financial modules.
• Work on setting up project, chart of account structure, calendar, and legal entity and perform testing.
• Test general ledger by creating manual journal entries, setting up accounts in account monitor. Set up payment terms in payable.
• Help preparing journal template for conversion of legacy GL balances. Also help in preparing FDBI COA values template for upload to fusion General ledger.

Confidential, TX

Oracle application Finance functional lead

Responsibilities:

• Conduct meetings with regional controllers to discuss the business activities in each location, future requirement and scope of the project. Design chart of account structure including intercompany segment and organization structure. Conduct session with finance department to gather the requirement by each module (GL, AR, AP, eB-Tax, FA and Cash management).
• Conducted meeting with client IT and users regarding conversion process for vendor, open AP and open AR. Provide conversion templates to the client IT Department. Work with our technical team in developing the conversion program.
• Set up 23 primary ledgers, and 11 secondary ledgers for local requirement. Finalize chart of account values and uploaded in to the general ledger. Set up accounting calendars for primary ledgers and for secondary ledgers based on local requirements.
• Configure fixed asset for US and Canada. Manage other team members who helped configuration of payable and receivable for six operating units.

Confidential, Denver, CO

Oracle application Finance functional lead

Responsibilities:

• Responsible for all financial modules (GL, AR, AP, FA, Cash management, AGIS, iExpense, Intercompany and eB-Tax).
• Conduct sessions with finance users from each area to gather requirements. Design chart of account, AGIS process and intercompany process. Configure primary ledgers for US, Denmark, consolidation ledger and one secondary ledger for local reporting in Denmark.
• Configure fixed asset books, and AGIS. Also set up receivable, payable and cash management for US and Denmark operating units. Set up VAT tax for Denmark accounts payable and receivable. Set up tax for US with rules and uploading rate file from Vertex.
• Test currency rate interface from subscriber’s website import to Oracle general ledger for daily rates. Conduct user training and testing sessions in US and Denmark for all financial modules including AGIS. Maintained issue log and resolve issues.
• Work on conversion of GL balances and fixed asset data via ADI. Work on conversion of suppliers, open AR and open AP. Provide conversion template to the users and work with technical team for the conversion. Help user closing month and reconciling with GL.