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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 consultant

Confidential

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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • Acted in an accounting capacity for this hospital group. Provided inventory solutions and tasks from set-up to training

Confidential

Lead financial consultant

Responsibilities:

  • 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 consultant

Responsibilities:

  • Assisted with customer problems in version 8.0 deduction management, receivables, and billing

Confidential

Lead financial consultant

Responsibilities:

  • 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

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