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Financials Functional Consultant Resume

San Francisco, CA

SUMMARY:

  • I possess 8 years of experience as a functional consultant on various end - to-end implementation projects for Oracle EBS Financials suite
  • Technical experience in diverse large scale projects including re-implementations, business re-organization, full-life cycle implementations, post-production support among others
  • Broad experience as a Financials Functional Analyst with in-depth knowledge of GL, AP, AR, FA, SLA, PO, CE modules
  • Well-versed with Oracle Financials modules with the ability to convert user requirements into functional and technical specifications
  • Proficient in concepts of Multi Org, Global Consolidation System, Multiple Reporting Currencies and Flex field setups.
  • Experience with Oracle Financials Statement Generator
  • Extensive experience with the Order to Cash (O2C) and Procure to Pay (P2P) business flows.
  • Experience using AIM methodology to perform Business Requirement Analysis, Fit-Gap Analysis and providing solution design through system design and configuration, and building RICE components.
  • Knowledgeable in developing test plans and test scenarios, Functional and Business Requirement documents. Experience in defect documentation and tracking, performing regression testing and prioritizing defects.
  • Well-conversant in preparing AIM documentation including BR100, BP 080, MD 050, CV 040 among others
  • Strong Exposure in preparation of High-level functional design documents for Custom application development, Conversions, Interfaces & Reports.
  • Knowledgeable in Oracle table structures, schemas and open interfaces
  • Experience in complete software product development life cycle (SDLC): System Analysis, Design, Development, Testing and Deployment
  • Well-organized, proactive and able to multi-task in a fast-paced environment
  • Able to work with various interfacing teams across multiple locations and time-zones.
  • Strong problem-solving, analytical, communication skills that allow me to interact with individuals Confidential all levels of corporate management

TECHNICAL SKILLS:

Oracle EBS Financial R12: GL, AP, AR, FA, PO, E-B Tax, SLA, CE, AGIS, TOAD, Data Loader, WebADI

PROFESSIONAL EXPERIENCE:

Financials Functional Consultant

Confidential, San Francisco, CA

Environment: Implementation and Production Support Oracle Apps R12.2.5 AR, AP, GL, i-Expense, SLA, E-B Tax, FA, Cash Management

  • Interacted with the client to understand existing business practices and to study the legacy system.
  • Prepared documentation for business requirements and scope management
  • Performed requirement gathering and fit-gap analysis for GL, FA, e-Business Tax, Advance Collections, Order Management, AR, AP and iExpense
  • Documented business needs and captured the same on‘ TO-BE’ documents as discussed with the client
  • Created deferred revenue rules using the revenue recognition process in Receivables
  • Performed various configurations in CE including profile options, system options, bank transaction codes, bank statement open interface, reconciliation open interface and cash forecasting templates.
  • Authored configuration documents for GL, AR, AP, and OM modules
  • Defined the back to back order process, standard order cycle, drop ship process, RMA process and Internal Requisition Sales Order process in the OM module
  • Modified E-B Tax rules for AP and AR modules
  • Participated in testing and preparation of the instance for purposes of demonstrations during CRP’s
  • Worked with colleagues across IT domains to deliver Oracle Financials functionality including but not limited to infrastructure engineering, database, security and operations support.
  • Raised important support requests with Oracle Tech Support through SR/TAR services and followed through to completion
  • Periodically reported to the PMO to provide updates. Followed up on pending business input or issue resolutions and provided updates during status meetings
  • Documented recommendations for future system upgrades based on issues encountered and the solutions reached to resolve them.

Financials Functional Analyst

Confidential -Atlanta, GA

Environment: Oracle e-Business Suite Upgrade form 11.5.10.2 to Release 12.2.4 (AR, AP, Advance Collections, Deductions Settlement, AGIS, E-B Tax, GL, i-Expense)

  • Worked on functional mapping of data conversions and enhancements for AR, AP, Fixed Assets, AGIS, E-B Tax, iExpense modules
  • Performed General Ledger setups including primary and secondary ledger creation, defining charts of accounts, accounting calendar, cross-validation rules, security rules, consolidation setup and revaluation
  • Performed customizations in Sub-Ledger Accounting module such as defining new account derivation rules, journal line definitions, application accounting definitions and sub-ledger accounting methods.
  • Set up Revenue Recognition process in Receivables by defining variable rate accounting rules
  • Worked on AR Deductions Settlement claims setups such as system parameter defaults, trade profiles, org-striping
  • Defined claim types, claim reasons, claim sources, promotional payment view, mapped customer reason codes to internal codes, set up claim ownership and assignment and implemented claim research and approval
  • Performed intercompany setups in AGIS module by defining trading and transacting BSV’s, trading legal entities and trading ledgers. Also defined intracompany balancing rules.
  • Worked on the integration of E-B Tax with Vertex Q Series
  • Implemented E-B Tax by setting up tax rates, tax regimes, tax codes and regime to rate flows. Configured E-B Tax for sales and use tax and VAT.
  • Defined rules for tax exemptions and exceptions in E-B Tax
  • Implemented Latin-American localizations for Brazil. Set up tax codes, ICMS tax rates, IPI tax rates, transaction nature, next number - nota fiscal, next number - fiscal books
  • Prepared the environment and data for Conference Room Pilots
  • Created test scripts for UAT in TE 040 documentation with detailed testing of all the above modules

Financials Functional Analyst

Confidential - Oakland, CA

Environment: Oracle E-Business Suite 11.5.5/12.1.3 , Quality Center, Vertex Tax Software, MS-Office.

  • Created a corporate book and tax book in Fixed Assets module
  • Set up Mass Addition process in Fixed Assets
  • Set up Mass Copy functionality in Fixed Assets
  • Worked on the depreciation process in FA including formula-based depreciation and depreciation roll-back
  • Performed intercompany setups in AGIS module by defining trading and transacting BSV’s, trading legal entities and trading ledgers
  • Set up Approval Hierarchies in Purchasing module
  • Worked on the Auto Lock Box process in Receivables
  • Configured Invoice Line Grouping and Line Ordering Rules in Receivables for Auto-Invoice functionality. Also set up the Line and Header Transaction flexfield for Auto-Invoice to work.
  • Worked on the integration of E-B Tax with Vertex Tax application
  • Performed set ups in in E-B Tax and Vertex including tax rates, tax regimes, tax codes and regime to rate flows for EMEA and United States
  • Implemented Electronic Funds Transfer (ACH and Wire) FT for the United States and Canada
  • Created users, responsibilities, menu and request groups, request sets, form folders, key/descriptive flexfield segments and values, security rules, cross-validation rules, journal sources, categories, document sequence assignment, multi-org setups, profile options
  • Generated reports such as Direct Financials Reports using global and local filters in Oracle OBIEE
  • Trained users how to generate ad-hoc reports in Oracle OBIEE
  • Performed other set ups and configurations as required in GL, AR, AP, E-B Tax and CE
  • Worked on the functional mappings for data conversion from 11i to Release 12 for all Distribution and Financials modules
  • Prepared BR 100, MD 050, TE 040, TE 050 documentation. Collaborated with technical teams on Oracle applications related custom design validation for integration between Oracle applications and legacy applications
  • Involved in 3 Conference Room Pilots (CRPs)
  • Involved in User Acceptance Testing (UAT) through developing test scripts and participation in the defect resolution process

Financials Functional Analys

Confidential - Springfield, MA

Environment: Oracle e-Business Suite Implementation 11.5.10.2 (Business Integration) and Production Support

  • Involved in end-to-end implementation for AR, INV, OM and AP modules
  • Implemented a Multi-Organization (MOAC) setup by creating 2 SoB’s and 2 operating units as well as reporting currency and 1 consolidation SoB
  • Designed critical reports for the client using Financial Statement Generator (FSG)
  • Created a deferred revenue customization using the revenue recognition process in Receivables
  • Defined the Auto Lockbox process in Receivables for Bank of America and Royal Bank of Canada.
  • Prepared documentation for the business requirements and functional design for an AutoInvoice interface used to load invoices into Receivables from an external system
  • Involved in conversion of customer data including loading data into TCA from an external customer database
  • Implemented VERTEX Quantum tax software and D&B integration with Oracle
  • Conducted functional, regression and user acceptance testing. Participated in developing test scenarios and test scripts for the same.
  • Supported end-users through training on Capital Projects Costing and problem-solving for AR, AP, OM and Inventory modules

Financials Functional Analyst

Confidential

Environment: Implementation /Migration Oracle (R12.1.2) AR, AP, CE.

  • Set up bank accounts, suppliers, payment terms and invoice matching in AP. Participated in conversion for suppliers and open invoices from the legacy systems
  • Performed customer setup, billing statements, Lockbox processing setup, consolidating billing, revenue recognition, deductions and adjustments setups in AR.
  • Defined summary accounts, journal sources in GL
  • Setup foreign currency functionalities including conversions, revaluations and multiple reporting currencies (MRC) for consolidation purposes
  • Prepared various documentation including BP 080, RD 020, BR 100, MD 050, CV 040 among others for requirement gathering, system configurations, custom reports and conversions
  • Performed functional requirement gathering by liaising with the client to understand existing business practices and future business requirements
  • Created test scripts (TE 040), test scenarios and test plans for UAT purposes
  • Performed regression tests, UAT and other functionality tests to ensure proper functionality of applications. Collaborated with the technical team to resolve identified outstanding problems.
  • Participated in post-production support and gave instructions and solutions to end-users
  • Liaised with developers, program managers and Production Support Engineers to implement creative technical solutions using an iterative approach reducing time to delivery post-go-live.

Financials Functional Analyst

Confidential - Jeffersonville, IN

Environment: Post Production Support for R12 (12.0.6) GL, AP, AR.

  • Provided support for month-end reconciliation activities in GL, AP and AR modules.
  • Preparation of impact analysis reports for critical issues for technical and management teams.
  • Work closely with Oracle development team in the creation and validation of user interfaces and functional/non-functional requirements.
  • Collaborated with the technical team to resolve identified outstanding problems. Performed regression tests and UAT for bug fixes in the test environment before deployment in the production environment.
  • Provided day to day support of the Oracle Financials environment including applying periodic patches, reporting requirements, ad-hoc requests from business and production system support.
  • Raised important support requests with Oracle Tech Support through SR/TAR services and followed through to completion
  • Periodically reported to the PMO to provide updates. Followed up on pending business input or issue resolutions and provided updates during status meetings
  • Documented recommendations for future system upgrades based on issues encountered and the solutions reached to resolve them.
  • Performed setups in GL for COA values, responsibilities and profile options as required to meet evolving business needs.

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