We provide IT Staff Augmentation Services!

Oracle Financials Project Manager Resume

SUMMARY

  • He is a New York State Certified Public Accountant (CPA) with over eight (8) years of Big 4 public accounting, financial analysis and information technology experience.
  • He is an Oracle Certified Professional (OCP) with over eighteen years of combined industry experience.
  • His experience includes project planning, presentations, requirements definition, process modeling and prototyping, mapping, gap and fit analysis, solutions design, data cleansing, conversion and validation, testing, production migration, post implementation system audits, enhancements, documentation, user support and training of core Oracle Financials Applications including migrations from and integrations with various legacy systems to Oracle.
  • He is also proficient in the strategic incorporation of Oracle’s Unified Methodology (OUM) / Oracle’s Application Implementation Methodology (AIM) when assisting clients with the implementation and integration of Oracle products into their business systems.

PROFESSIONAL EXPERIENCE

Confidential

Oracle Financials Project Manager

Responsibilities:

  • Operated as primary point of contact for day - to-day interactions on re-deploying divested business activities into their own Oracle Financial Applications instance.
  • Serve as the divestiture and integration subject-matter-expert responsible for implementation of Confidential and Fixed Assets modules - including configuration, testing, user training, change management and support.
  • Managed the functional business process analysis and mapping, requirements definition, detail process redesign, process documentation and module implementation/configuration.
  • Troubleshoot and resolve inter-module financial process cycle reconciliation issues affecting Confidential (PA), Accounts Receivable (AR), General Ledger (GL), Accounts Payable (AP) and Fixed Assets (FA).
  • Worked closely with the divested finance organization to develop a functional implementation strategy focused on preserving the integrity of divestiture data.
  • Identified and proactively developed functional solutions to numerous structural business changes - including recommendations for re-engineering and improving existing financial business processes.
  • Advised on the establishment of financial policies, procedures and controls required to maintain adequate operational integrity of the new Oracle financial system.
  • Represented the interest of divested business entity in meetings with the parent corporate systems group while providing input/feedbacks for the newly-created corporate enterprise
  • Ensure compliance with release and change management practices

Oracle Financials Project Manager

Confidential

Responsibilities:

  • Served as functional Project Manager for the integration of newly acquired subsidiary into existing Oracle Applications
  • Responsible for the integration of Confidential (PA), Accounts Receivables (AR) and General Ledger (GL) modules with existing Oracle Application modules - including configuration, testing, user training and support.
  • Worked with acquired subsidiary and business managers to map business requirements to Oracle Applications processes
  • Document application/business process gaps and worked with internal development teams to fix the process gap.
  • Develop and manage project specifications, business requirements definitions and functional design specs
  • Implementation of a re-configured Chart-of-Accounts structure (GL) and reconciliation of inter-company transactions
  • Plan and coordinate activities to support the implementation and maintenance of integrated financial entity.
  • Identify issues, assesses impact (escalated as appropriate) and execute resolution
  • Ensure alignment with various levels of management, business customers, IT Suppliers and other internal IT groups

Oracle Financials Project Manager

Confidential

Responsibilities:

  • Worked directly with Division Controller to resolve complicated reconciliation issues impacting financial and Projects-based reporting processes.
  • Troubleshoot and resolve inter-module financial process cycle reconciliation issues affecting Confidential (Costing/Billing), General Ledger and other integrated subledger modules - Accounts Receivable (A/R), Accounts Payable (AP), Fixed Assets (FA) and Purchasing/iProcurement systems (PO/iProc).
  • Researched Project balances to determine appropriate balances for Unbilled Receivables (Unbilled A/R), current cost accruals (WIP) and deferred / Unearned revenue.
  • Resolve balances in Projects-oriented cost accrual processes impacting Work-in-Process (WIP), Cost of Goods Sold (COGS) and Capital Asset accounts.
  • Resolved inter-company transactions and other accounting reconciliation issues
  • Reconfigured appropriate application modules where necessary - including core application setups, AutoAccounting, Security Rules, Financial FlexFields e.t.c.
  • Provided ongoing maintenance and support of existing modules and responding to production support calls
  • Trained SuperUsers on system functionalities and provided recommendations for improving current business processes
  • Initiate and research technical issues on Oracle Metalink
  • Developed numerous Oracle Discoverer reports as required

Oracle Financials Project Manager

Confidential

Responsibilities:

  • Served as Confidential functional lead responsible for implementing custom Billing Extension to the existing Projects Accounting module
  • Demonstrated "Proof of Concept" for new business process improvement initiative for Project Accounting Module
  • Developed TO-BE Scenarios for the new Project Accounting custom Billing Extensions
  • Mapping and gapping of requirements for the new Billing Extensions
  • Documentation and Configuration of Project Accounting Costing and Billing Modules
  • Development of detailed Functional design document and technical specifications for required RICE objects
  • Development and execution of Integration Test Scripts with client Staff members
  • Documentation of End-User Training Materials for Project Accounting
  • Developed a Cutover Strategy and Plan with regards to the new Billing Extensions
  • Provided Post-Implementation Support for Project Accounting.

Project Manager

Confidential

Responsibilities:

  • Served as functional Project Manager and Oracle Projects functional lead responsible for completing an extension of the current Multi-Org instance to incorporate Oracle Projects rollout for Asia-Pacific (APAC) regional Operating Unit and new Multi-Currency Set of Books serving Japan, Singapore, Australia, China and Korea.
  • Determined the project delivery timeline, scope of work, resource requirements and training strategy for the project.
  • Traveled extensively to interview and coordinate implementation activities with APAC regional managers and divisional subject matter experts (SME's)
  • Responsible for Projects requirements gathering, fit/gap analysis, functional design, Projects (costing and Billing) application configuration and development of Work Break Down Structure, system integration and user acceptance testing, user training and production support.
  • Revamped and overhauled Projects AutoAccounting rules and associated functions to reflect current realignment of corporate accounting policies and procedures.
  • Performed post implementation audit and reconciliation of Projects expenditure (PA/AP/PO to GL) cycle and revenue (PA/AR to GL) cycle - including Intercompany cross-charges, billable / billed / unbilled project cost transactions, earned / unearned revenue transactions and other cost capitalization issues.
  • Worked closely with off-shore technical team to incorporate required RICE deliverables (data conversion, interfaces, reports, and extensions)

Project Manager and Senior Technical Lead

Confidential

Responsibilities:

  • Served as functional Project Manager and technical lead for the integration of two newly acquired business units/subsidiaries into existing Oracle Applications environment
  • Lead the conversion and migration of existing service contracts from Timberline contract management application to Oracle Applications Projects modules (Contracts, Costing and Billing)
  • Developed the implementation/integration Project Plan and identified resource requirements to manage the functional and technical integration process.
  • Developed a strategy to perform data conversion of legacy (Timberline) system to Oracle Projects applications - including detail installment service agreements/contracts data for both business units.
  • Managed the performance of all activities including gathering of functional business requirements, gap analysis, setup documents and application configuration
  • Developed project deliverables and detail implementation specification documents to ensure effective integrated system
  • Conducted meetings with internal customers to map out solutions to gaps in Oracle modules and processes.
  • Supervised and assisted in the performance of data mapping exercises and saved time by utilizing a combination of PL/SQL Scripts and Data Loader to perform the migration of required setup data, customers, suppliers, core Project Accounting contracts details, Open AP and AR invoice information from legacy application into Oracle Apps.
  • Developed training materials for Super Users on Order-to-cash and Procure-to-Pay business cycles
  • Provided on-going Production Support
  • Trained business users on using Oracle Discoverer for required non-standard Oracle Reports

Senior Functional Team Leader

Confidential

Responsibilities:

  • Lead a team of four (4) Confidential functional consultants to implement / configure and demonstrate Oracle Applications Project Accounting (Costing, Billing, Contracts and Project Management) module for a potential large-scale implementation project (FlowServe Corporation).
  • Lead the assessment phase for Project Accounting business requirements gathering, gap analysis and documentation of possible customizations / application extensions based on client requirements
  • Lead the development, setup and presentation of a custom conference Room Pilot to demonstrate Flowserve-specific Project Accounting Costing, Billing, Contracts and Project Management requirements and Confidential module capabilities

Project Lead

Confidential

Responsibilities:

  • Project Leader for the implementation of global financial system modifications and reconfiguration of major financial line item reclassifications as mandated by settlement imposed by the Securities and Exchange Commission (SEC) and other regulatory organizations.
  • Reviewed global financial consolidation requirements (actual, projections/forecast, and budget), coordinate the global chart-of-account (COA) structural mapping, manage the data integration process of numerous operating divisions into the consolidation system and establish a valid accounting basis, in accordance with GAAP and SEC requirements, for all consolidating and eliminating entries into the financial consolidation system
  • Testing and documentation of “key” application business processes and system controls to validate the mapping, design and effectiveness on “key” financial statement line items in support of ongoing Sarbanes-Oxley (SOX 404) initiative.
  • Strengthened the line item accounting cross-validation rules and internal system controls to mitigate risk and eliminate deficiencies that may impact reported financial statement line items while collaborating with the client to apply best practices to business system design, implementation and configuration efforts.
  • Provide recommendations for new methodologies, processes and technology tools to ensure proper application of GAAP standards and SEC guidelines for accurate processing of Quarterly & Annual (SEC 10Q/10K) financial statements.
  • Partner with various corporate departments, including Finance, IT and Global Shared Services, to perform process reviews required to identify business process improvements and subsequent evaluation of business or technical alternatives.

Oracle Application Lead Consultant

Confidential

Responsibilities:

  • Served as Lead Oracle Applications functional specialist resolving system integration issues between Oracle Application (Purchasing and Inventory) and MRO Maximo Enterprise Asset Management application à
  • Analyzed, defined and documented business requirements, activities, transaction flows and application integration points
  • Researched and documented the integration of Oracle Applications and MRO Maximo Enterprise Asset management system - specifically troubleshooting the MEA (Maximo Enterprise Adapter) integration with Oracle Applications
  • Developed business process workflow models from an enterprise business process perspective (rather than from a specific application functionality perspective) to present a higher level view of functional hierarchies of the business processes
  • Recommended and implemented the establishment of new business rules for incorporation into Application systems to enforce suggested changes to current business process procedures.
  • Troubleshoot and resolved financial reconciliation issues with the General Ledger (journal allocations, sub-ledger reconciliations, reconciliation of intra-company account discrepancies, account consolidations e.t.c.).
  • Performed managerial accounting reconciliations of transaction flows from physical items / materials inventory to specific work orders traced to Purchasing and Inventory modules against accounts payable and general ledger entries
  • Recommended and developed a custom interface process to automate previously manual transactions between the legacy HRMS system and Oracle Financial Applications - using appropriate Oracle Application Program Interfaces (API’s)
  • Customization of standard Oracle Workflow to automate integrated business processes based on defined business rules.
  • Reconfiguration / customization of iProcurement module based on functional business requirements

Oracle Applications Consultant

Confidential

Responsibilities:

  • Worked with the implementation project team to define, design and develop functional interface requirements between new installation of Oracle Financial Applications and the legacy PeopleSoft Application.
  • Documentation, mapping and development of functional interface specifications used for migrating existing PeopleSoft Application (Purchasing, Inventory) into Oracle Financial Application modules.
  • Development of functional specification (cross-application data maps, logic diagrams) for the integration of Oracle Applications modules with existing corporate systems.

Oracle Application Project Manager / Team Leader

Confidential

Responsibilities:

  • Pre-configuration/Pre-implementation operations analysis to determine current enterprise organization structure
  • Documentation and mapping of organization structure prior to the creation of required setup/implementation documents
  • Perform operational analysis of current business processes, documentation of business requirements and the mapping of business requirements to application functionality - application gap (fit) analysis
  • Utilized results of operations analysis to develop strategic implementation plan and create appropriate setup / implementation documents for individual Application modules
  • Worked with the DBAs and other technical team members to establish an Upgrade/Migration Project Plan for the upgrade of Financials from 10.7 to 11i
  • "Hands-On" experience in implementing the Upgrade WorkPlan to upgrade from Applications 10.7 to Release 11i (11.5.1)
  • Maintained and coordinated the project WorkPlan for each task step contained in individual upgrade categories
  • Document, configure, setup, test and support Oracle General Ledger, Accounts Receivable, Accounts Payable, Fixed Assets, Purchasing and Inventory Applications.
  • Post-implementation analysis, setup and maintenance of new, acquired or merged legal entities (i.e. subsidiaries, operating or business units) based on Oracle-prescribed framework and methodologies for implementing the Multi-Organization (multi-org) feature of Oracle Applications.
  • Experience with analyses and implementation of single or multiple Sets of Books configuration based on defined legal business organization structure.
  • Proficient with the setup of intra-company / inter-company transactions and reconciliation of account discrepancies - if any
  • Setup, configure and maintain integrity of accounting flexfields using appropriate security and cross-validation rules
  • Configuration of descriptive flexfields to capture and display additional information.
  • Resolve financial accounting reconciliation issues originating from the General Ledger or sub-ledgers.
  • Perform unit and integration testing of application modules
  • Train SuperUsers on system functionality and develop training manual for end users.
  • Design Financial Statement Generators (FSG) reports as required by business users.
  • Provide ongoing maintenance and support of existing modules and respond to production support calls
  • Analyze, troubleshoot, research and resolve application related issues by reproducing process steps to understand reported issues - user, setup or code related.
  • Initiate and research technical issues on Oracle Metalink and coordinate advanced TAR activities with Oracle Support.
  • Provide recommendations for reengineering current business processes, future process models and facilitate customer in the determination of new system solutions - including customizations.

Confidential

Oracle Application Project Manager

Responsibilities:

  • Serve as the Project Lead for business requirements analysis, functional specification design, configuration, testing, deployment, training and documentation for Costing and Billing modules.
  • Integration of Confidential (Costing and Billing) with Oracle Internal Controls Manager (OICM) for Internal Audit Projects Costing, Intercompany Cost Allocations and Billing
  • Integration of Oracle Projects (Costing and Billing) with the General Ledger thru other subsidiary ledger modules functionalities - Purchasing, Inventory, Fixed Assets, Accounts Payable and Accounts Receivable

Oracle Internal Controls Manager

Confidential

Responsibilities:

  • Acted as team lead responsible for the implementation and deployment of Oracle Internal Control Manager (OICM) used for documentation, testing, tracking and ongoing compliance monitoring of internal controls audit projects for complying with Sections 302 and 404 of the Sarbanes-Oxley Act
  • Perform business analysis at the organizational and operational level.
  • Map organization units, business processes and key accounts to identified business process risks and controls
  • Review business processes, potential risks and applicable controls likely to impact financial statement items and reporting.
  • Document business process flow, determine the existence and adequacy of controls over business processes, identify control activities, assess current state of applications internal controls against identified set of control activities and processes, document potential deficiencies, develop and execute test plans against the application to validate identified controls for operating efficiency as required by Sections 302 and 404 of the Sarbanes-Oxley Act.
  • Develop an itemized checklist of detailed Oracle Applications Audit tasks (by business process cycle) to verify the design and operational effectiveness of Application controls
  • Mapping of Oracle Applications audit tasks and procedures to a customized COBIT methodology and appropriate COSO recommended framework component
  • Document and track Audit findings and remediation recommendations

Confidential

Oracle Financial application Systems Consultant

Responsibilities:

  • Pre-configuration/Pre-implementation operations analysis to determine current enterprise organization structure
  • Documentation and mapping of enterprise organization structure prior to the creation of required setup documents
  • Participate in Oracle Applications implementations to insure incorporation of proper security and controls.
  • Perform analysis of current business processes, documentation of business requirements and the mapping of business requirements to application functionality - application gap (fit) analysis
  • Utilized results of operations analysis to develop strategic implementation plan and create appropriate setup / implementation documents for individual Application modules
  • Activities include the performance of operations analysis, developing workplans, system documentation, defining the chart of accounts, user acceptance testing and the creation or modification of back office policies and procedures.
  • Set up, configure and support Oracle Financial Applications in a multi-organization environment
  • Setup, documentation, and testing of General Ledger, Purchasing, Accounts Payable, Accounts Receivable, Fixed Assets.
  • Experience with single and multiple Sets of Books configuration; inter-company reconciliations and consolidations
  • Configure application flexfields to capture and display additional information.
  • Resolve account reconciliation issues and establish standard period-end closing procedures to effect timely and reliable financial information reconciliation.
  • Perform unit and integration testing of application modules
  • Train SuperUsers on system functionality and develop training manual for end users.
  • Research and resolve application related problems and other issues.
  • Developed Oracle Financial Analyzer reports for various Clients to meet reporting requirements
  • Experienced with Oracle Discoverer and Application Desktop Integrator (ADI)

Confidential

Manager, Financial Controls

Responsibilities:

  • Analysis of daily positions, hedging strategies and capital adequacy
  • Monitor daily trader activities and report any alarming trends to management
  • Performed comparative statistical analysis from existing database
  • Performed independent evaluation of trader's activities based on overall market movement/trends
  • Analyzed and tested complex transactions/trades to determine the validation, risk and reasonability of the transactions and the impact on profits and losses
  • Interface with traders to resolve differences in trades and other hedging transactions
  • Created various reports for management presentation on the performance of various lines of business units
  • Analyze and report on financial/investment instrument performance by product by country by trader
  • Focus reporting on business units and inter-bank profit centers in various countries
  • Researched discrepancies or unusual variances in market instruments and interface with traders to resolve differences in trades or other hedging transactions.
  • Interact with numerous other business units to obtain important data needed for management reporting
  • Monitored monthly closing activities and contributed to special research projects as assigned
  • Participated in the development of a customized financial application reporting system for the fixed-income derivative analysis group to monitor daily movements in worldwide derivative trading activities.
  • Worked closely with users to define business requirements to be converted to technical specifications
  • Developed a Microsoft Access application to collect and maintain Trades and Trader statistics from IBM DB2 RDBMS in order to create management, analytical and other measure reports in Microsoft Excel.
  • Developed a distributed Microsoft Excel VBA application to gather financial information from various departments

Hire Now