SUMMARY:

• Oracle Financials Techno Functional expert with 10 years of IT Experience including in - depth experience in design, support and implementation of software applications Including experience as a Functional Consultant
• Extensive experience with Record to Report, Procure to Pay and Order to Cash.
• Expertise in Accounts Receivables, Cash Management, e-Business Tax, Accounts Payable, General Ledger, I-Expense, I-Procurement and Fixed Assets modules.
• Extensive experience in the Functional aspects of Oracle Applications 11i, Release 12.0.3 and 12.1.1 Worked across different modules of the Financials suite including AR, Credit Management, Fixes Assets, Advance Collections, AP, I-Receivables, i-Expense, e-Business Tax, GL, i-Expense, Cash Management
• Worked on Global Tax Technology and Tax Data management, worked on several tax full cycle projects in Oracle E-Business Tax integration with Vertex O series, and Vertex Q Series, with the global indirect tax focus (Sales/Use, VAT, GST/HST/PST/QST, Withholding Taxes) through the System Development Life Cycle process.
• Responsible for Tax data and exemption certificate management, Tax system operational availability, Compliance reporting and automation, Tax requirement gatherings and blue printing, Defining tax technology model for the Tax department, and Tax project management globally for OTC, P2P and R2R operations.
• Ensured escalations are met, issues resolved, risk mitigated and task prioritized due to strong technical and executive experience
• Excellent communication and leadership skills, managed projects with C level executives
• Strong understanding of different methodologies (Agile, Waterfall and Iterative), finance and risk models (CPM, Risk Management), operation (six sigma, supply chain services), marketing and engineering.
• Typical program type: offshore and onsite teams, fixed bid, time and materials, core dependency vendors
• Developed several Business Requirement Documents (BRD), Functional Specification Documents (FSD)
• Experience includes execution of 2 full lifecycle Oracle Applications implementations including the exposure to e-Business Suite Release 12, numerous Application Support projects, RICE implementations, upgrades, with high level of Customer Satisfaction.
• Extensive experience in consulting including Quote to Cash and Procure to Pay Executed critical projects as Business Analyst, Functional Consultant, Onsite Coordinator, Designer on Functional & Techno-Functional roles.
• Extensive business area experience & have received great commendations at Client site for excellent interpersonal & Client interaction skills.

KEY STRENGTHS:

• Strong analytical ability
• Fast learning ability
• Excellent training and teaching skills

PROFESSIONAL EXPERIENCE:

Confidential, Cleveland, OH

Oracle Financials Techno Functional Analyst

Modules: Release 12.1.3 - AR, Advance Collections, Vertex, I-Receivables, i-Expense, Channel Revenue Management, Credit Management, GL

Responsibilities:

• Analysis of Credit Management and Collection for Design, Development, Enhancements & Custom Solution, transitioning from Oracle Advanced collections and Credit Management to FIS GET PAID. This includes Data Conversion Strategy, Solution validations and modifications accordingly
• Worked on the i-Receivables module - defined the i-Receivables profile options, defined the internal users, external users, defined currencies, bill to sites, receipt classes, payment method, assign i-receivables payment method, defined document sequences for i-Receivables receipts, etc.
• Worked on the design of the Ledgers - Primary and Secondary in Oracle GL
• Worked on the setups of Ledger Sets, Data Access Sets, Definition Access Sets in Oracle GL
• Worked on the setups of Cross Validation Rules and Security rules in Oracle GL module
• Worked on translation and Revaluation in Oracle GL module
• Manage all phases of full life cycle system development including requirements analysis, design and development, testing, configuration and enhancement/maintenance.

Confidential, San Diego, CA

Senior Functional Analyst - Finance

Responsibilities:

• I acted as a primary liaison between Business & the development team throughout all phases of SDLC.
• Engaged in different phases of SDLC of the project executing RUP methodology of iterative software development from Inception to Transition phase.
• Preparing of all of the Functional Specification Documents (FSD), Business Requirement Documents (BRD), Use Cases, Canonical models, Data Mapping Documents (DMD) and Functional Testing Documents.
• Worked on the Oracle Financials - GL, AP, Fixed Assets, AR, Advance Collections modules
• Worked on the setups of the I-Expense module - defining the expense templates, interfacing i-Expense with AMEX cards, defining categories of expense, setting expense limits per category, defining credit card codes, etc.
• Worked on conducting Conference Room Pilots (CRP), Joint Application Design (JAD), User Acceptance Testing (UAT).
• Worked on the entire Software Development Life Cycle (SDLC).
• Coordinated JAD sessions to understand the user requirements and also their system’s implementation.
• Conduct JAD sessions for better understanding and refining of requirements in coordination with multiple teams. Clarify and prioritize requirements by conducting brainstorming sessions with the stakeholders and SMEs.
• Experience in conducting Joint Application Development (JAD) sessions with end-users, expert team, development and QA team for project meetings, walkthroughs and customer interviews.
• Prepared BRD documents based on requirements gathered through JAD sessions and individual elicitation sessions with different IT Group Department Managers.
• Worked on the setups of OM, Quoting, Advance Pricing, AR, Revenue, GL modules
• Worked on configuring the GL Module - Defining the Ledgers, Org Structure, setting up Translation, Revaluation, Consolidation process.
• Developed the Revenue Recognition rules as per the US GAAP standards.
• Formulate Test Strategy, Test Scenarios & Test Cases
• Perform Unit Testing & Co-Ordinate User Testing.
• Documented Functional Design, Applications Setups & User Manuals

Oracle Financials Techno Functional

Confidential, Teaneck, NJ

Responsibilities:

• Requirements gathering from key business users understand and highlight MAP/Gap analysis
• Documenting the “AS IS” and “To Be” process
• Identifying and Analyzing core business process to provide a effective solution
• Participated and held key workshops with business holders and stake holders
• Working on the Functional Design Document for Vertex implementation.
• Working on the Technical Design document for Vertex implementation.
• Building AP and AR Tax processes for the to-be system for Vertex
• Working with business team and gathering Tax requirements for North America for Vertex
• Consulting to ERP business process related to Tax and Vertex components.
• Working on Training modules and process building for the WPI tax department.
• Worked on configuring E-business Tax module for Vertex.
• Finalize Solution design for AR, FA, GL and Cash Management
• Configure setups for AR, Fixed Assets, GL and CM.
• In Credit Management defined the Credit Analyst, scoring model, Automation Rules, Credit Decision Approval Policies.
• Identify the RICEFW components to translate them to MD 50 functional designs as in puts to MD70
• Configured and tested the Cash Management System, to meet the auto reconciliation of bank statement with payments, receipts and Journal entries.
• Involved in preparation of BR030 BR010, BR100 documents
• Conducted CRP1 sessions. Recorded the CRP outcome and user comments to perform analysis and design improvements.

Finance Techno Functional Lead

Confidential, Santa Ana, CA

Responsibilities:

• Involved in support of Oracle Financials 11i
• Involved in multistage level of support for GL, AP, AR, i-Receivables, Fixed Asset and Cash Management modules of Oracle This includes solving the tickets Responsible for all support related activities in resolving issues
• Gathering Global Tax requirements by closely working with Tax department.
• Working on the Tax Exemption migration to Vertex.
• Writing Functional Design Document (FDD) for the effective Tax determination and management in Oracle E-business tax and Vertex.
• Writing Functional Design Document (FDD) for Functional configurations globally in Vertex.
• Working with adjustments and credits team to ensure taxes are reversed/recalculated as per the adjustments and credits in Vertex
• Working on the conversion of Exemption certificates into Vertex ECM
• Coordinating offshore and onsite teams for tax data conversion and migration from Siebel and Oracle EBS.
• Coordinating offshore teams for Functional and Technical design for the Tax reporting in Vertex
• Building Taxability drivers for the ERP product codes.
• Mapping of custom product codes to Vertex product codes.
• Writing custom rules (Tax assist rules - post and pre) for meeting the Client’s tax requirements.
• Designing Tax reports using Vertex database.
• Coordination with other team members to get timely resolution of tickets raised in other modules

Confidential, SFO, CA

Oracle Financials Techno Functional Analyst

Responsibilities:

• As a Techno Functional Consultant implemented the following modules i-Receivables, AR, GL, AP, AGIS
• Worked on the Functional mapping of data Conversions & Enhancements for i-Receivables, AR, GL, AP, AGISmodules.
• Preparing BR100, MD050, TE40, TE50, CRP execution, User training and coordinating with technical teams on Oracle Apps related Custom design validation for integration between Oracle Apps and legacy applications.
• Worked on the end to end implementation of Oracle i-Receivables module - defined the i-Receivables internal users, external users and customer access, index the customer database, defined currencies for customers and bill to sites, receipt classes and payment methods, assign i-Receivables payment methods, define function security, setup self-registration, defined anonymous user login, setup applying on-account credits, define service charges, setup grace periods for discounts, define receivable lookups, setup aging information, etc.
• Worked on Ledger setups, Ledger Sets, Request Sets per business requirement and updated the functional documents In Oracle GL
• Worked on Translation and Revaluation in Oracle GL
• Worked on the setups of the Chart of Accounts, Calendar and Currencies in Oracle GL
• Worked on defining the Cross-Validation rules and Security Rules in Oracle GL
• Worked on setting up the Consolidation process in Oracle GL
• Worked on the definition of Data Access sets in Oracle GL
• Configured the Secondary Tracking Segment and Management Reporting Segment in Oracle GL
• Worked on Mass Allocation process in GL
• Worked on the Journal Import process in Oracle GL
• Worked on loading of the currency rates in Oracle GL
• Worked on Revenue Recognition process in Oracle AR - defining the revenue rules (accounting and invoicing), worked on event based and rule based revenue recognition, worked on Customer Acceptance process for revenue recognition, worked on integrating the Revenue distributions to an external system for reporting.
• Configured Oracle i-Receivables, AR, AP, GL, e-Business Tax, Sub Ledger Accounting, Oracle Revenue Management Cloud Service (RMCS)modules from scratch and simultaneously created BR100 documentation for the setups.
• Setup the Approval Hierarchies in Oracle Purchasing module.
• Involved in troubleshooting issues on Auto Invoice Import Program.
• Created test scripts for UAT (User Acceptance Testing) in TE040 documentation with detailed testing of all the above modules.
• Completed Multi-Org configuration by creating a new Organization Structure for Ritter Sports by creating new Business Group, Legal Entity, Set of Books and Operating Unit.
• Conducted Regression testing to examine the effects of a new Org on the previous Org.
• Conducted Multi-Org Revert Testing to create an effective Revert Plan for WVI, as and when required.
• Successfully provided Technical and Functional support to the users, testers and Business System Analysts.
• Provided with useful training to the users in AR, AP, GL, e-Business Tax, Sub Ledger Accounting, Oracle Revenue Management Cloud Service (RMCS)Modules.

Confidential

Senior Financials Functional Analyst

Responsibilities:

• Understanding the existing business processes including GL, AP, AR modules
• Preparing existing business process documents
• Discussing with business users and preparing BP80 for current state AS IS and future TO BE Process documents for GL, AP, AR
• Mapping the business processes with Oracle 11.5.10 standard functionalities and identifying the gaps.
• Giving demonstration of standard functionalities of GL, AP, AR to the Business Users.
• Proposing solutions and customization for gaps and getting the approval from business users.
• Working with Technical team closely and getting done development for customizations for GL, AP, AR Modules.
• Working closely with Business users to understand the criteria’s and filters for converting data from 11.0.3 to 11.5.10 for GL, AP, AR
• Preparing BR100 and Completing the Setups and configurations for GL, AP, AR
• Preparing the test cases for GL, AP, AR modules
• Conducting CRP1, CRP2 UAT1 and UAT2 and helping the user for going through all the test cases.
• Fixing the issues collecting during CRP1, CRP2 and UAT.
• Working 24 by 7 during cutover and down time
• Providing support to users after implementation is done and fixing all issues related to set ups
• Fixing the issues for converted data for GL, AP, AR modules

Environment: Oracle Apps 11.5.9/11.5.10 e-Business suite (GL, AP, AR)

Confidential

Finance Techno Functional Business Analyst

Responsibilities:

• Worked with the Business team to baseline NPI ‘As Is’ Process and derive ‘To Be’ flow.
• Pricing Business Requirement Study and designed / documented Functional Specification.
• Identification of Gap & put collaborative effort with the Technical team to Solution.
• Collaborated with Pricing & IT Business to obtain clarity on the Business Rules and capture the same.
• Worked on the setups of AP, AR, Revenue, GL modules.
• Worked on conducting Conference Room Pilots (CRP), Joint Application Design (JAD), User Acceptance Testing (UAT).
• Worked on the entire Software Development Life Cycle (SDLC).
• Worked for the Category & Mapping data migration to meet the go alive deadline.
• Assisted Business for Business Acceptance Testing and obtain Sign off.
• Worked with the Business team to baseline NPI ‘As Is’ Process and derive ‘To Be’ flow.
• Pricing Business Requirement Study and designed / documented Functional Specification.
• Identification of Gap & put collaborative effort with the Technical team to address the same thro Technical Specification.
• Facilitated Pricing & IT Business to obtain clarity on the Business Rules and capture the same.
• Conducting Pre Project Review & Post Project Review.
• Providing Post Implementation support
• Worked for the Category & Mapping data migration to meet the go alive deadline.
• Jointly worked with the QA team in formulating the Test Cases & Test Scenarios.
• Assisted Business for Business Acceptance Testing and obtain Sign off.

Confidential, Santa Clara, CA

Finance Functional Consultant

Responsibilities:

• Actively Participated in collecting current business process requirements to map with new environment to Implementation purpose.
• Preparation of Set up Document (BR100) in various modules GL, AP, AR
• Defining Accounts Payable Setups financial options, payables options,payment terms Banks, based on new requirement.
• Defining Journal Line Types, Journal Entry Description, Mapping Sets, Account Derivation Rules,Supporting Reference.
• Defining Purchasing Setups Purchasing Catogery Flex field, Purchasing Options, Receiving Options.
• Prepared few functional Design Documents for application extensions (MD.050)
• Defining Set Up Rules, Profile Options, and System Parameters.
• Preparation of Integration Test Script (TE040)
• Resolved Bugs that cropped up during the time of testing.
• Raised Technical Assistance Requests(TARs/SR) for issues where more clarity was required OR where there was a bug in standard functionality provided by Oracle.