Resume
Lead Financial, ConsultanT
SUMMARY:
- Confidential is an outstanding techno - functional senior-level resource with strong PeopleSoft Confidential, Enterprise Services Automation, and Supply Chain Management systems experience. With over sixteen years of experience performing full life-cycle implementations, release upgrades, post go-live support, and troubleshooting functions, Confidential possesses exceptional abilities to research, analyze and translate technical information to diverse audiences.
- She is a positive, proactive, results-driven, and innovative IT professional with proven success in balancing operational efficiencies and business growth with client satisfaction.
- Confidential assumes complete ownership of all projects, and consistently delivers on-time, on-budget, and with minimal disruption to critical business processes.
- The industries in which Confidential has specific experience include financial services, information and communications, utilities, insurance, health care, consumer products and government.
TECHNICAL SKILLS:
- PeopleSoft - Financial Management Systems, Enterprise Services Automation & Supply Chain Management
- Versions 5.x, 7.0, 7.5, 8.0, 8.4, 8.8, 8.9, 9.0, 9.1, 9.2
- PeopleSoft Financial Management Certified
- Billing
- Accounts Receivable
- General Ledger
- Order Management
- Inventory
- Cost Management
- Project Costing
- Contracts
- Reporting eBill
- Application Development
- Modifications & Customizations
- Process Scheduling
- Component Interfaces
- Security Administration
- PeopleCode
- Portal Administration
- Integration Tools
- Data Archive
- Application Engine
- Patch/Bundle Application
- SQL/SQR
- BI Publisher
- Business Process & Design/Workflow
- Application Analysis
- Project Management
- Strategic Technology Planning
- Functional & Technical Design
- Business Process Re-Engineering
- Interface Integration
- Financial Control and Reporting
- End User Training
- Fit/Gap Analysis
- Data Conversion
- High Performance Team Building
- Interunit Accounting
- System Design
- UAT and System Testing Design, Scripting, & Execution
PEOPLESOFT PROJECT EXPERIENCE:
Lead financial consultantConfidential
Responsibilities:
- Led the order management and billing modules for a Global supply system upgrade from 9.1 to 9.2. High level functionality included; multi-currency, excise and VAT taxes, multiple languages/countries, and confirming/testing customizations in new version
- Created and executed test scripts for integration testing
- Created training documentation and trained users on delta process changes and 9.2 functionality in multiple countries
- Provided support for users in acceptance testing. For issues found, provided issue resolution and solutions
- Performed tasks for go-live; including trouble shooting, additional training, and change management
- Performed post go-live support
Confidential
Lead financial consultantResponsibilities:
- Leading the billing and accounts receivable modules for a Global financial system upgrade from 9.0 to 9.2. High level functionality included; multi-currency, excise and VAT taxes, multiple languages/countries, and retrofitting modifications.
- Confirmed modifications worked in the new version; designed, wrote specifications, and tested updated or new modifications.
- Performed conversion testing for customers; Moved from three SETID’s to one
- Created and executed test scripts for integration testing
- Created training documentation and trained users on delta process changes and 9.2 functionality in multiple countries
- Provided support for users in acceptance testing. For issues found, provided issue resolution and solutions.
- Performed tasks for go-live; including trouble shooting, additional training, and change management
- Performed post go-live support
Confidential
Lead financial consultantResponsibilities:
- The project goal was to consolidate four 8.0 environments into one 9.1 PeopleSoft supply chain environment and interface to a PeopleSoft global finance system. Divisions went live in a staggered approach. Worked in detail on two of the implementations; design through go-live and production support. Assisted in go-live activities for a third.
- Led and analyzed impact and harmonization for all four divisions regarding the Billing, Order Management, Contracts and Receivables areas.
- Gathered requirements for all four divisions to share single environment; Found similar practices and variations that were required
- Made recommendations to stream-line processing and utilize 9.1 functionality to eliminate 8.0 modifications across the divisions; eliminated the need for 30-50% of the modifications per division
- Designed, wrote specifications, and tested modifications for first and third divisions implementations while taking into account all preceding and following divisions
- Defined data to be converted and performed conversion testing for customers and pricing
- Configured, tested, and documented system configuration based on requirements and process changes initiated
- Created training documentation and trained users on delta process changes and 9.1 functionality in five countries
- Created job aids and worked closely with super users across the globe to perform user testing
- Performed tasks for go-live for three of the four deployments; including trouble shooting, additional training, and change management
- Performed post go-live support
Confidential
Lead financial consultantResponsibilities:
- Analyzed current modifications to Receivables and made recommendations to utilize delivered functionality. Customizations were reduced by over 80% utilizing Confidential ’s recommendations.
- Managed, prepared and implemented plan to move to delivered functionality and extract customizations for statement, payment, and maintenance processing
- Designed, developed, and tested a custom algorithm for automatic maintenance processing
- Designed, developed, and tested data integration and interface from newly live PeopleSoft CRM system
- Designed, developed, and tested utilizing delivered functionality to generate AR accounting entries
- Managed production support team and issue resolution
Confidential
Lead financial consultantResponsibilities:
- Implemented Receivables and Billing modules functionality for multiple US business units of a global corporation into an existing PeopleSoft environment
- Designed a comprehensive and consistent plan for Billing and AR utilization and processing across all countries and business lines
- Created manuals and trained the client team on PeopleSoft functionality and company specific processes
- Designed, developed, and maintained a custom billing interface file load process from multiple operational systems into PeopleSoft for billing data
- Provided Receivables and Billing production support for global operations
Confidential
Lead financial consultantResponsibilities:
- Implemented Receivables and Billing modules into an existing PeopleSoft environment
- Designed, configured, and tested the system in an accelerated time frame
- Designed, developed, tested, and documented a billing interface (application engine) to load billing date from source system
- Developed operating procedures and training documentation for the new billing and receivables processing
- Provided on-site and remote production support after a successful go live
Confidential
Lead financial consultantResponsibilities:
- Led a full implementation of PeopleSoft, version 9.0, personally concentrated on Order Management, Billing, Contracts, Receivables and Project Costing modules
- Completed discovery, requirements gathering, and fit/gap analysis steps of the implementation
- Outlined, coordinated, and documented system design
- Designed, documented, and detailed the integrations from the legacy system into PeopleSoft
- Scoped and documented the remaining phases of the implementation
Confidential
Lead financial consultantResponsibilities:
- Led the integration of the inventory module into previously live GL and PO modules
- Synchronized, oversaw, and performed the implementation tasks
- Designed and developed a component interface to excel to load new inventory items
Confidential
Lead financial consultantResponsibilities:
- Designed, developed, and tested custom SQR reports for the contracts, billing, and expense modules
- Provided production support and issue resolution after go live
Confidential
Lead financial consultantResponsibilities:
- Assisted client in integrating AR, BI, and OM functions of newly purchased subsidiary into current PeopleSoft 8.0 system
- Performed fit/gap, configuration, and testing needed to ensure legacy tasks were adequately synchronized for subsidiary
- Designed, documented, and developed customizations needed for the new entity
Confidential
Lead financial consultantResponsibilities:
- Designed functional and technical specification for customization related to renewal type contracts
- Developed, tested, and supported customization and integration with other modules
Confidential
Lead financial consultantResponsibilities:
- Lead financial consultant for a CRM and FSCM implementation, design and scoping phases
- Designed and orchestrated data and transactions from CRM Order Capture into billing, receivables, and the general ledger to generate the appropriate accounting and customer transactions
Confidential
Lead consultant
Responsibilities:
- Provided solid leadership, comprehensive product skills, and innovation to build and align this retail corporation with their strategic IT business objectives
- Confidential ’s proposal in the scoping and design phases achieved a 60% reduction in bottom-line costs and reduction of workload
Confidential
Lead financial consultantResponsibilities:
- Assisted the client with user testing and customizations related to payment predictor
- Designed, developed, documented, and tested custom algorithms for the payment predictor application engine
Confidential
Lead financial consultantResponsibilities:
- Assisted with design and set-up to meet the client needs in a heavily customized system
- Customized training manuals and led classes for client personnel for Receivables and PeopleTools
- Created customizations within the Billing and Receivables and created technical design/specification documents for offshore development
Confidential
Lead financial consultantResponsibilities:
- Receivables, Billing, and Deduction Management implementation lead
- Set-up and documented configuration for Receivables, Billing, and Deduction Management based on client and supply chain management decisions
- Created innovative ways to use PeopleSoft receivables and billing modules to meet business needs and dramatically ease user workload and decrease costs by 85%
Confidential
Lead financial consultantResponsibilities:
- Assisted with multiple pre go live problem solving and investigation tasks. To include: identification of VAT reporting flags, error correction and documentation, payment predictor patches, VAT patches, designing and developing a required credit card process customization, and implemented delivered receivables workflow
Confidential
Lead financial consultantResponsibilities:
- Assumed functional and technical roles in the upgrade from 8.0 to version 8.4
- Performed database preparation tasks on an Oracle platform, upgrading PeopleTools and application objects, data conversion, and multiple test moves to production
Confidential
Lead financial consultantResponsibilities:
- Acted in an accounting capacity for this hospital group. Provided inventory solutions and tasks from set-up to training
Confidential
Lead financial consultantResponsibilities:
- Problem solved, trouble shot and trained new users in the Receivable and Billing modules
- Assisted users with reporting complications and provided alternative solutions
- Trained users on modifying set-up and common items, error correction, shared short cuts, time savers, and ‘tricks’ for both AR and BI
Confidential
Lead financial consultantResponsibilities:
- Assisted with customer problems in version 8.0 deduction management, receivables, and billing
Confidential
Lead financial consultantResponsibilities:
- Functional and technical lead resource for Confidential for a seven-module implementation for a national healthcare network provider
- Functional support included assessing client’s business requirements, development and coordination of roles and permission lists for users, confirmed and met HIPPA requirements, organized and coordinated User Acceptance Testing
- Technical support included coding and creation of designed interfaces and conversion data programs