EXECUTIVE SUMMARY:

• Results - oriented Information Systems professional with over 20 years experience implementing financial systems for clients in the health care, public sector, transportation and oil and gas industries.
• Oracle Cloud/Fusion Finance Rel 9, 10 and 11, 12, 13 (GL, Assets, AP, AR, Cash Management) OTBI Reporting Tool.
• Expertise in the business process review, re-engineering, change management and eleven (11) full life cycle implementation and nine (9) upgrade of Oracle EBS: GL, AP, AR, Assets, Collections, SLA and Cash Management and Oracle Payments.
• Twenty-two years experience in Oracle Financials post-production support, business process re-engineering and project management;
• Three (3) years experience implementing fund accounting package on Mainframe systems;
• Knowledge of encumbrance/fund accounting
• Sarbanes Oxley (SOX) documentation and testing with financial systems controls
• SDLC and Oracle AIM methodology: preparing BR100, TE040, BR30, MD50 and other deliverables for Oracle Financials: GL, AP, AR, and Cash Management
• Foreign Language: Spanish
• Fusion Financials Upgrade and Post Production Support Rel10
• Oracle Transactional Business Intelligence (OTBI)
• Involved in nine (9) full life cycle implementations of Oracle financials and six (6) upgrade projects involving Release 12.2.3, 12.1.3, 12.1.1, 11i, 11.0.3, 10.7SC, 10.6 versions of Oracle applications
• Strong Technical and Creative Writing skills

FUNCTIONAL EXPERTISE:

E-Business: SuiteGeneral Ledger, Payables, Receivables, Cash Management, Oracle Web ADI, Oracle Grants/Project Accounting, Financial Statement Generator, Oracle Subledger Accounting (SLA)

Tools: Discoverer 10g, HP Quality Center

Methodologies: Oracle Unified Methodology for Cloud Financials

AIM: Methodology, KPMG R2i

PROFESSIONAL EXPERIENCE:

Oracle EBS and Cloud Finance Implementation Production Support

Confidential, Fort Myers, FL

Responsibilities:

• Provide Cloud Financials functional implementation and post-production support for GL, AP, AR, FA and Cash Management to various clients domestically and abroad.
• Train users in Mexico in Oracle Cloud Finance applications (GL, AP, AR, Cash Management and Collections)
• Conduct chart of accounts workshops and assist client in development of chart of accounts segments, values and grouping.
• Conduct business process design workshops and final deliverable of proposed future redesigned processes and use of best practices.
• Implement Cloud AR (Billing/Receipts)
• Implement Advanced Collections
• Configured AP, AR, GL and Cash Management in Oracle Cloud versions (10, 11, 12 and 13)
• Create and modify existing user Job Roles in Cloud Security Console.
• Supported client in Oracle Advanced Collections EBS configuration and testing; GL Security and Cross Validation rules configuration; Month end close process support; FSG Report maintenance.
• Worked with end users and client to resolve functional support issues.
• Worked in the Managed Services group for two clients providing post production support. Documented solution documents and delivered training workshops in Escheatment, Year-End and 1099 processing.
• Collaborate with Oracle Support on Cloud issues by creating Service Requests and participating in Web Conferences with Oracle.

Cloud Fixed Assets and PPM Support

Confidential, Bethesda, MD

Responsibilities:

• Served as Fixed Assets and Cloud PPM support for CRP1 and CRP2
• Configured Oracle Cloud FA and PPM for client in the Energy Industry.
• Conducted FA and PPM Sessions to gather business requirements and complete Configuration Workbooks
• Configured FA and PPM
• Assisted with Chart of Accounts redesign
• Facilitated Conference Room Pilots for Cloud FA and PPM
• Created workflow approval groups for PPM Contracts
• Modified seeded workflow approval for PPM Contracts and PPM Project Status
• Developed Adhoc FA and PPM reports using Oracle Transactional Business Intelligence (OTBI) tool
• Worked with technical team to map client existing reports to data elements in the Oracle Cloud.
• Worked with Oracle support to resolve issues identified in CRP and Testing.
• Conducted end user training on Oracle Cloud Fixed Assets and Project Portfolio Management

Finance Team Lead

Confidential, Sacramento, CA

Responsibilities:

• Serves as finance team for Oracle Cloud implementation for Public Sector client in California.
• Lead chart of accounts redesign
• Lead team of 3 functional consultants implementing GL, AP, AR, FA, Cash Management, HCM - Core HR and Project Portfolio Management
• Utilized KPMG KPE Methodology to develop project deliverables: Fit Gap Analysis, Business Requirements Listing, Functional Design and Configuration Workbooks
• Worked with Offshore team to ensure timely configuration of Cloud Financials (GL, AP, AR and Cash Management, PPM Grants, HCM - Core HR)
• Participated in Conference Room Pilot for Cloud GL, AP, AR, PPM, Grants, Cash Management, HCM - Core HR.
• Created workflow approval groups for PPM Contracts
• Modified seeded workflow approval for PPM Contracts
• Worked with client to document current business processes and future business processes using the KPMG KPE tools.
• Worked with technical team to map client existing reports to data elements in the Oracle Cloud.
• Worked with Oracle support to resolve issues identified in CRP and Testing.

Project Manager/Team Lead

Confidential, San Diego, CA

Responsibilities:

• Serves as project manager for Oracle Cloud implementation for Public Sector client in Southern California
• Manage team of 4 technical and functional consultants implementing GL, AP, AR, FA, Cash Management, Expenses, HCM - Core HR and Project Portfolio Management
• Developed OTBI GL Reports
• Developed Functional and Technical specifications for GL Outbound
• Utilized Oracle Unified Methodology to develop project deliverables: project plan, project charter, security plan, validation plan, and solution design plan.
• Documented weekly status report and provided client updates to the team in weekly status meeting
• Worked with Offshore team to ensure timely configuration of Cloud Financials.
• Configured for Fusion GL, AP, AR, Cash Management,
• Built operational reports using Oracle Transactional Business Intelligence (OTBI)
• Managed the collection of conversion data for Assets, Suppliers and Employees
• Attended Steering Committee and other team meeting to provide status updates on project tasks.
• Identified risks and solutions to mitigate project risks.
• Identified the test tools, scripts and reporting solution for CRP1
• Executed Test Scripts for GL, AP, AR, Cash Management and Collections.
• Work with Oracle Support to log, manage and resolve application issues for AP, AR, GL, FA, Cash Management and Collections.

Functional Finance Support Consultant

Confidential, San Diego, CA

Responsibilities:

• Served as functional finance support consultant for Record to Report, Procure to Pay and Invoice to Cash Processes for Rel 12.1 Oracle EBS Financials
• Supported Global Rollout in North America, Europe and Asia to include localizations
• Implement Accounts Receivable and Advanced Collections
• Work with Oracle Support to log, manage and resolve application issues for AP, AR, GL, FA and Cash Management.
• Work with cross functional teams to manage code fixes and deployment to Production.
• Facilitate month end close process and resolve reconciliation issues as they arise.
• Provide other functional support as requested.

Confidential, Fort Worth, TX

Fusion Functional Support Consultant

Responsibilities:

• Served as GL and AR Fusion Lead
• Developed Functional and Technical Specifications for Custom BI Reports
• Implement General Ledger
• Implement Accounts Receivable
• Served as Oracle Cloud/Fusion Functional Support consultant for upgrade from Rel 8 to Rel9 of Fusion Financials
• Performed Functional setups for GL and AR
• Worked with Oracle Support to resolve issues resulting from day to day operations;
• Built ad hoc BI Reports using Built operational reports using Oracle Transactional Business Intelligence (OTBI) in Fusion
• Facilitated week team status meetings with client SMEs

Confidential, Kansas City, KS

Functional Consultant

Responsibilities:

• Served as R12 Functional Lead for AR, iReceivables and Advanced Collections upgrade from R11i to 12.2.3
• Configured Advanced Collections for Global Rollout of North America, EMEA and ASIA and Australia
• Developed Training Materials for Train the Trainer GARMIN SMEs
• Trained GARMIN SMEs on the R12 Delta between the AR Collection Workbench, iReceivables and Advanced Collections
• Provided AR functional support as needed

Confidential, Cypress, CA

Functional Finance Consultant

Responsibilities:

• Provided post upgrade functional support for Oracle AP, AR, and GL of Oracle Financials R12.1.3 to resolve issues related to the upgrade to R12.
• Validated XLA and SLA upgrade of historical transactions
• Troubleshoot, analyzed and resolved application issues related to the upgrade.
• Taught workshop on the R12 SLA (Subledger Accounting) architecture.
• Provided R12 delta training to core and extended team.
• Provided functional support to resolve issues related to creating an archive and merge environment.
• Documented business requirements for developing a custom data warehouse for Confidential reporting requirements.
• Developed current and future business process flows for the new reporting platform.
• Tested and validated reports.

Confidential, New York, NY

Functional Consultant

Responsibilities:

• Served as global Functional Finance Lead for North America, Europe, South America and Asia
• Redesigned the custom Global Intercompany Process Oracle AGIS Rel 12.1.3
• Conducted design sessions for to gather requirements, develop business process flow documents, test plan and test scripts for Amex InterCo using Oracle AGIS
• Developed work plan and provide future process redesign of Amex InterCo using Oracle AGIS
• Developed Functional Design Documents (MD050) and meet with Technical offshore teams to review and confirm the business requirements.

Confidential, Washington, DC

Functional Consultant

Responsibilities:

• Served as Functional Finance Lead for Oracle GL, AP, AR, Cash Management and Advanced Collections for the R12 Upgrade for the Central Bank of the United States
• Conducted design sessions for to gather requirements for Collections and Payables
• Provided R12 Upgrade expertise to the team to include developing the cutover plan and working to resolve critical system issues.
• Developed and delivered training to end user community in Oracle R12 new functionality
• Developed UPK content for Oracle R12 Suppliers
• Provided go-live and post production support of Oracle EBS Financials

Confidential, Miami, FL

Functional Consultant

Responsibilities:

• Served as Global Finance Functional Lead for EBS Payables, Payments and Cash Management during the R12 Upgrade Design phase for a client in the Hospitality industry;
• Conducted design sessions for operating companies in US, Italy, Germany and the UK.
• Provided detailed functional analysis of release 11i RICE items to determine if they can be phased out by new R12 functionality
• Developed R12 Future process flow design documents for AP, Payments and Cash Management
• Documented and configured all R12 changes for AP and CE and modules for US and UK to include MOAC (Multi Org Access Control);
• Provided demo of the R12 new functionality to accounting users and SMEs in US and the UK.
• Developed R12 Ledger Design and Oracle SLA (supporting references and journal line entry descriptions) to facilitate the Voyage Accounting Process
• Conducted User training sessions and prepare training materials for train the trainer in, AP (including Payments), and Cash Management
• Provided management support with project plan updates, status report review, etc.

Confidential, Los Angeles, CA

Oracle Finance Consultant

Responsibilities:

• Severed as Functional Finance Lead for the Record to Report and Invoice to Cash Processes
• Supported Global Rollout in Asia, Europe, and North America including localizations for these regions.
• Provided functional support for a team of developers, business analysts and functional SME’s in the global upgrade of Oracle Financials EBS from 11. .1.3.
• Performed end to end business process testing for invoice to pay, invoice to receipt, and record to report using R12.1.3 of the Oracle EBS of applications.
• Documented and configured all R12 changes for AP, AR, iReceivables, Cash Management and Advanced Collections modules; provided demo of the new functionality to accounting users and SMEs.
• Completed Pre and Post Upgrade steps for AP (including Payments), AR, Cash Management and Advanced Collections
• Implement Cash Management Bank Reconciliation and Cash Forecasting functionality. Assist client in defining the bank account structure in R12 Cash Management to facilitate the Bank Account Reconciliation;
• Conducted User training sessions and prepare training materials for train the trainer in, AP (including Payments), AR, Advanced Collections and Cash Management
• Configure Oracle Payments for funds capture of outstanding receivables (collection accounts) for EFT and Credit Card Payments and Funds Disbursement (ACH/EFT, Check, Wire)
• Developed R12 Period Close activity for AR, AP and GL. Performed first month end close in R12 upgraded environment with Accounting SMEs.
• Provided management support as needed to Project Manager and client SMEs
• Worked with Oracle Support to log and document SRs to fix application issues related to the upgrade of the applications.

Confidential, Houston, TX

Functional Consultant

Responsibilities:

• Provided functional expertise in resolving go-live and post production issues related to GL, AP (including Payments), AR and Cash Management for international client in the Oil and Gas industry.
• Conducted R12 Close Month/Year-end workshops with client SME’s
• Executed R12 Month end close with accounting SMEs post production cutover.
• Assist Finance staff in the daily bank reconciliation of Corporate Bank Accounts;
• Worked with TRECs for the daily bank account files;
• Prepare training materials for train the trainer in GL, AP (including Payments), AR and Cash Management
• Provided management support as needed to Project Manager and Client Director.
• Delivery of documented in-scope processes including flowcharts, process narratives, process risk & controls matrices, test plans.
• Created security profiles and attached to responsibilities to enable MOAC (MultiOrg Access Control)
• Testing the effectiveness of the overall controls environment and key controls

Confidential, IL

Associate Project Manager/Finance Lead

Responsibilities:

• Served as Associate Project Manager and Finance Lead in the upgrade assessment of Oracle Financials from version 11. .1.3 for Confidential - Confidential .
• Refined Project Scope and project details;
• Conducted weekly status meetings with upper management and provided key milestones updates;
• Taught workshop on the R12 SLA (Subledger Accounting) architecture.
• Assisted technical team with functional analysis of customization changes for R12 EBS suite;
• Configured Oracle Payments and demo to users
• Provided upgrade readiness and assessment report.

Confidential, IL

Functional Consultant

Responsibilities:

• Served as Finance team member in the upgrade of Oracle Financials from version EBS 11. .1.3 for Confidential .
• Provided functional expertise to include R12 AP Accounting Data cleanup, delta analysis, application configuration, training and documentation.

Confidential, CA

Functional Consultant

Responsibilities:

• Served as Finance team member in the upgrade of Oracle Financials from version 11. .1.3 for large University in the Los Angeles, CA area.
• Provided functional expertise to include R12 delta analysis, application configuration, end user testing, training and documentation.
• Performed pre and post upgrade steps for GL, AP (including Payments - ACH/EFT, Check and Wire), Oracle Grants/Project Accounting AR, and Cash Management.
• Developed migration plan to include data cleanup and readiness for the upgrade.
• Modified Oracle SLA (Subledger Accounting) to include the Journal Line Types, Journal Line Definitions, Journal Descriptions, Account Derivation Rules and Supporting References to facilitate accounting requirements for CIT.
• Developed end user training materials and deliver R12 delta training to end users.
• Managed Oracle SRs and assist with issue resolution for Oracle Financial applications (AP, Payments, AR, GL, CE and FA)
• Provided production support on Oracle Financial applications as needed.

Confidential, IL

Functional Consultant

Responsibilities:

• Served as team member in the implementation of Oracle Project Costing/Grants Accounting implementation.
• Provided functional expertise to include requirement analysis, configuration, end user testing, training and documentation.
• Assisted with the conversion of open projects, project budgets and estimates, and expenditures to date.
• Redesigned the asset capitalization process for CIP assets from Oracle Projects to Fixed Assets
• Provided post production support on Oracle Project Costing and Grants Accounting.

Confidential, IL

Finance Systems Analyst

Responsibilities:

• Provided functional leadership and support for a large team of developers, business analysts and technical resources in the upgrading Applications to Release 12.1.1
• Provided functional expertise to include encumbrance accounting, requirement analysis, configuration changes, change management, design, test specification reviews, status reporting and completing the upgrade project on time.
• Developed and executed R12 period end close for Oracle eBS Financials.
• Performed end to end business process testing for procure to pay, invoice to receipt, record to report and budgeting using R12.1.1 of the Oracle eBusiness suite of applications.
• Documented and configured all R12 changes for these modules; provided live demo of the new functionality to accounting users and SMEs.
• Completed Pre and Post Upgrade steps for GL, FA, AP, AR, CE and Advanced Collections
• Worked closely with the team from project initiation through delivery and oversee all aspects of the development life-cycle ensuring project objectives.
• Modified Oracle SLA (Subledger Accounting) to include the Journal Line Types, Journal Line Definitions, Journal Descriptions, and Accounting Methods Definition to facilitate accounting requirements for CPS.
• Developed Oracle Training materials for CE, AR, FA and AP using UPK.
• Worked closely with the Oracle Critical Accounts group by escalating and resolving issues logged in as service requests with Oracle Support by the team members
• Provided post production support on all R12 Finance issues (GL, FA, AP, AR, Advanced Collections, CE)
• GL: maintained all FSG reports, chart of accounts segment value changes and allocation formulas to facilitate GASB 34.

Confidential, HI

Oracle Functional Consultant

Responsibilities:

• Served as Finance Lead for the R12 Discovery/Analysis phase for public sector client.
• Led Chart of Accounts Design workshops;
• Developed Chart of Accounts with Client based on statutory and reporting requirements;
• Documented the current process flows, business requirements and fit/gap analysis for R12 General Ledger, Accounts Payable, Accounts Receivable, Cash Management and Treasury.
• Provided functional expertise on Encumbrance/Fund Accounting in the Public Sector EBS applications
• Delivered workshop to end users on the R12 SLA (Subledger Accounting) architecture.

Confidential, MI

Oracle Functional Consultant

Responsibilities:

• Served as Cash Management team lead.
• Re-engineered the manual cash reconciliation and reporting processes to a streamlined automated process.
• Participated in the analysis, design, configuration, testing and rollout of Oracle Cash Management bank reconciliation, cash positioning and cash forecasting functionality.
• Configure Cash Management automatically generate entries for miscellaneous bank transaction on the bank statements; transfer, post and reconcile entries using Oracle CE/Treasury.
• Worked with external Third Party systems to facilitate the transfer of the electronic bank files.
• Developed detail test plan, test scripts and testing scenarios for CRP, and UAT

Confidential, CA

Oracle Functional Consultant

Responsibilities:

• Served as Finance Lead for the R12 Assessment of Release 12.04
• Documented the current process flows, business requirements and fit/gap analysis for R12 General Ledger, Accounts Payable, Accounts Receivable, ebTax and Cash Management.
• Documented and demonstrated the new revenue recognition functionality in R12 to identify if client can remove their custom applications.
• Configure iReceivables, Collections and AR and Conducted a CRP for SMEs on R12 Financial modules
• Created security profiles and attached to responsibilities to enable MOAC (MultiOrg Access Control)

Confidential, CA

Oracle Project Manager/ Functional Consultant

Responsibilities:

• Managed short term project 11.5.8 to 11.5.10
• Performed pre/post upgrade steps for financials (GL, FA, AP, and AR)
• Provided post production support to manufacturing client.
• Provided configuration expertise in General Ledger and Fixed Assets to facilitate changing corporate calendar after recent acquisition;
• Created new set of books for the new fiscal year reporting and consolidation. Also defined GL intercompany accounts for journals to be balanced at the company segment.
• Created new FA book and reload company’s assets using Oracle ADI; Assisted with the application security, business process design and training/testing strategy;
• Developed detail test plan, test scripts and testing scenarios for calendar change;
• Implemented Oracle Advanced Collections and re-engineered the collection process across the organization.
• Defined revenue recognition rules for deferred revenue in AR.
• Created service request with Oracle to assist end users to resolve issues resulting from testing; Performed testing of upgrade of financials and implementation of Web ADI and iReceivables.

Confidential, TX

Assistant Project Manager/Oracle Functional Consultant

Responsibilities:

• Served as Assistant Project Manager and Finance Lead team lead for oil and gas client.
• Provided status updates to client on project tasks
• Managed work stream of functional finance team to ensure tasks were being completed per the project timeline
• Assisted PM by providing Oracle functional expertise
• Updated project plan and collated team status reports to the client
• Participated in the analysis, design, configuration, testing and rollout of General Ledger, Accounts Receivable, Accounts Payable, iExpense and Cash Management.
• Documented the current business processes and identified processes for improvement around Oracle Financials.
• Configured Oracle GL to facilitate multiple sets of books, consolidation, and intercompany accounting. Created FSG and Discoverer reports for company’s financial reporting. Defined and maintained all the mass allocation formulas.
• Configured Oracle AP for US tax codes and tax rates. Also configured application for Canada’s GST and PST. Developed Discover report for monthly tax reporting. Worked with the tax department in gathering resolving tax issues between supplier invoices and rates calculated in Oracle.
• Assisted with the application security, business process design and training/testing strategy. Developed detail test plan, test scripts and testing scenarios for CRP, Integration and UAT.
• Created user accounts, created custom responsibilities, modified existing seeded responsibilities, monitored user activity in Oracle and worked with technical team to validate conversion from legacy system.
• Created service request with Oracle to assist end users to resolve issues resulting from testing.
• Assisted in the development of month and year-end close procedures.
• Worked with SOX team to perform testing and documenting all business process flow changes. Assessing the impact of change projects on the current controls environment and updating documentation as required.
• Provided post-production support and training.

Confidential, San Diego, CA

Oracle Functional Consultant

Responsibilities:

• Created service request with Oracle to assist end users to resolve issues resulting from testing.
• Served as General Ledger and Cash Management team lead for telecommunications client.
• Led Chart of Accounts design workshops;
• Configured General Ledger Phase II by updating accounting flexfield segment values, cross validation rules and security rules, consolidated set of books and intercompany accounting.
• Developed test scripts and test scenarios for testing General Ledger. Identified journal category and sources and create FSG reports for internal and external reporting requirements. Worked with end users to resolve issues resulting from CRP.
• Worked with the client team to re-engineer the bank reconciliation process using Oracle Cash Management.
• Configured Oracle CE and reviewed configurations for Oracle AP and AR that affect CE. Coordinate User Acceptance Testing.
• Created Service Requests with Oracle Support to resolve system application issues. Hands on experience with Oracle ADI for account analysis and drill down.
• Assisted with the development of month/year end close schedules.
• Delivery of documented in-scope processes including flowcharts, process narratives, process risk & controls matrices and test plans.

Confidential, TX

Oracle Functional Consultant

Responsibilities:

• Served as Finance Lead (GL, AP, AR and CE) and provided support to public sector client in the .5.10.2 upgrade of Oracle financials.
• Worked with Oracle Support to create service requests (SR) to resolve application issues, review and test patches before migration to production environment, reviewed Oracle Financial module configuration for new functionality and internal controls and presented findings to Oracle IT team and Project Management, created and modified FSG reports, provided training to client in Oracle AR, GL and AP.
• Worked with Treasury department in refining the Cash Management and Bank Reconciliation processes within Oracle; Worked on Treasury team.
• Worked with Third Party vendor to provide new requirements for handling cash deposits.
• Developed new process flows and identified system inputs and outputs for each step in the process.
• Worked with Third Party vendor to provide new requirements for handling cash deposits.