SUMMARY:

• Utilizing both my extensive ERP implementation and system architecture experience along with my corporate accounting experience
• Determine whether current Confidential financial accounting and financial statement representation(s) are executed in accordance with GAAP as it concerns the development of Internal - Use Software;
• Prepare presentation to the Confidential - combined Accounting & IT representatives - to review findings and issue recommendations to Confidential to better execute the appropriate capturing, accounting and reporting of accounting data in order to enable Confidential to be in full compliance .
• This survey and analysis required review and understanding of the various processes and systems at the Confidential relating to the development of Internal-Use Software and recommendations of improvement were specific to both the interests of Confidential IT, Accounting & Reporting departments. Recommended solutioning also included process re-engineering pertaining to the full life cycle of Internal-Use Software
• Project Initiation, Budgeting & Approval(s)
• Project Cost Capturing & Reporting
• Conversion of Accumulated Project Costs to Intangible Asset
• General Ledger Accounting & Maintenance pertaining to Internal-Use Software
• Financial Statement Presentation & Disclosure
• Consideration of potential Intangible Asset Impairment & its effects on Accounting & Reporting

PROFESSIONAL EXPERIENCE:

Confidential, Chantilly, VA

Responsibilities:

• Mid-size non-profit desirous of establishing footprint and implementing Cloud solution for General Ledger, Assets, Payables & Cash Management with expectations of expanding this functionality & servicing to its member clients.
• I gathered initial requirements, executed conversion strategies and implemented financial modules along with training, documentation and initial support.

Confidential, Houston, TX

Responsibilities:

• I configured Secondary Ledgers permitting Cash Basis & IFRS accounting representations as well as Reporting Currency Ledgers for Local-Statutory Reporting purposes.
• Confidential has Confidential -related activities, and I configured a Confidential Secondary Ledger populated with Confidential required Chart of Accounts Segment Values, mapped from its US Primary Ledger using both Segment & Accounting Rules.
• Configured AGIS to accommodate Confidential 's requirements for including simultaneous AGIS-Intracompany-and-Intercompany accounting needs.
• Designed Transaction Accounting Definition to include numerous Account Derivation Rules for AGIS accounting requirements and designed Confidential 's interface requirements for Inventory Transfers interfacing into AGIS from Maximo (IBM asset-related system), including the use of DFF’s to reposit the business information necessary for Sabrix to perform its tax calls.
• Brought previous offline Revaluations into Oracle and designed the necessary processes for Revaluation approach for Primary, Reporting & Secondary Ledgers
• . Designed and configured MassAllocations, some of which facilitated Confidential 's Elimination process.
• Created design document for populating Daily Fx Rates Interface from 3rd party rate provider and provided design documents for historical data conversion for GL.
• Wrote test scripts for SIT and UAT testing cycles, and provided Multi-Org, LE, GL & AGIS BR100's.
• Designed Confidential 's new Ledger Sets, Data Access Sets and Security Rules for Confidential 's new GL & AGIS Responsibilities.

Confidential, Carrollton, TX

Responsibilities:

• I designed and configured their GL, AP, AR, and AGIS modules to accommodate G6 business requirements.
• After successful CRP’s for each of their business tracks, I delivered CS30’s for each module. Created Responsibility Matrix to include new MOAC, Ledger Sets, Data Access Sets for G6.
• I worked with various executives and other G6 business resources throughout all levels of the company to ensure successful gathering of requirements and execution of those requirements in Oracle configurations.
• These duties included numerous presentations and prototyping sessions in Oracle.
• Additionally, I have designed the Revaluation, Consolidation & Eliminations processes in Oracle R12 for G6’s Mexico & Canada entities along with various MassAllocations & FSGs.
• I also designed and successfully tested their GL Conversion of historical data.

Confidential, Ft. Worth, TX & Denver, CO

Responsibilities:

• Configured FUSION GL, AGIS & FUSION Accounting Hub to prototype & demonstrate to potential client the functionality & benefits of FUSION.
• Conducted 1-day workshop for end-user client delegation in order for the client to assess the experience of FUSION and to high-light the functional differences between R12 & FUSION. This prototype demonstration focused on FUSION GL, AGIS & FUSION Accounting Hub and involved the Consolidation & Reporting process for US, including Revaluations & Eliminations.

Confidential, Ft. Worth, TX & Arlington, VA

Responsibilities:

• Configured FUSION GL & FUSION Accounting Hub to prototype & demonstrate to potential client the functionality & benefits of FUSION.
• Conducted 2-day workshop for end-user client delegation in order for the client to assess the experience of FUSION and to high-light the functional differences between R12 & FUSION.
• This prototype demonstration focused on FUSION GL & FUSION Accounting Hub and involved the Consolidation & Reporting process for US, Mexico, United Kingdom & China (including Secondary Ledger for China to accommodate Statutory COA).

Confidential, Ft. Worth, TX & Detroit, MI

GL Lead

Responsibilities:

• Ledger Structures and reporting requirements to enable Confidential to report consolidated financial results.
• This architecture includes both Primary & Reporting Ledgers along with several country-specific Secondary Ledgers (with Local Charts of Accounts).
• In addition, I was hands-on with configurations, testing, script product, BR100's/CS30's and executed CRP's and directed UAT's.
• I configured the Revaluation, Translation, Consolidation & Eliminations processes for Confidential.

Confidential, Boston, MA

Responsibilities:

• I primarily focused on GL Activities for the Confidential R12 implementation. Specific duties included configuring Ledgers & GL’s for multiple
• Intercompany configurations; Consolidation/Elimination & multi-currency related configurations to support Revaluations & Translations; SLA configurations to support FA transactions; WebADI template configuration/customization; FSG development to support DE, UK, IE, BE, AU, HK, SG financial reporting requirements (both USGAAP & Local GAAP); SIT & UAT testing and support; BR100’s documentation for related configurations; created custom menu’s and responsibilities designed and developed financial reporting approach for new REIT reporting requirements.

Confidential, Rockville, MD

Responsibilities:

• I was re-engaged to analyze, document, implement and process County impairments.
• In conjunction with implementing Fixed Asset Impairment functionality, I analyzed requirements; configured Asset Impairment setups for County testing and acceptance (with applicable testing scripts); configured and documented necessary FA SLAs relating to County Impairment processes; trained end-users with prepared training documentation.
• Designed & implemented year-end physical inventory process using Oracle WebADI functionality with end-user guide.

Confidential, Chantilly, VA

Responsibilities:

• I was engaged to integrate APAC company acquisitions in India and Mauritius into the existing Oracle R12 footprint at Confidential .
• I recommended necessary Ledger and Organizational structures to permit the execution of business transactions and reporting for the new entity structure.
• Performed all setups/configurations for India FA (Block of Assets) & AP (TDS) Localizations; India EBTax; AR; Primary, Reporting & Secondary Ledgers; AGIS; GL; Revaluations, Translations, Consolidations; FSG’s; Cash Management and PO. Activities included all Unit Testing, UAT, and the delivery of all BR100’s.
• Designed and documented go-live strategy as well as supplier conversions.

Confidential, Boston, MA & Atlanta, GA

Responsibilities:

• I was tasked with providing a strategic and functional gap assessment regarding Confidential ‘s R12 planned re-implementation, specifically pertaining to Ledger and Organizational Structures, GL, AGIS, Financial Reporting, Assets, Receivables & Cash Management.
• To facilitate the assessment process, I participated in various discovery and discussion sessions with key Confidential executives and business process owners in both the Boston and Atlanta offices of Confidential .
• Wrote, submitted and presented both executive summary and detailed 120-page assessment.