SUMMARY

• Performed upgrade of PeopleSoft FSCM v8.4 to v9.0. Supported applications including General Ledger, Accounts Payables, Asset Management, Inventory, Purchasing, eProcurement, and Enterprise Portal.
• Participated in PeopleTools 8.45 to 8.49 & Oracle 10g Upgrade project. Created and/or supported Query/Reporting/Interfaces/Online & Batch development.
• Facilitated Business Process work sessions. Developed Business Transaction (business rules, assumptions, process flows) documentation.
• Performed testing activities: Environment Certifications, Security, Unit, Integration, Parallel, Stress/Volume, Acceptance, and Cutover. Constructed Test Cases, Scenarios and Scripts
• Developed detailed training materials. Provided Production support. Supported Monthly Financial Close.
• Assisted with developing templates used for identifying queries/reports/security/batch schedule to migrate to 9.0. Retrofitted v8.4 queries to v9.0. Built new queries and consolidated existing queries.
• Performed business analyst tasks. Identified and resolved issues. Provided subject matter expertise to project team members.
• Performed implementation services for DIMHRS. DIMHRS is a fully - integrated, all-Service, all-Component, military personnel and pay system that supports military personnel throughout their careers and retirement. 2.6 million Military Service members worldwide will access their personnel and pay records via the Internet, eliminating the need for multiple human resources databases and paper forms. DIMHRS will provide each Service member with a single, comprehensive record-of-service that will be available to the Service member, allowing individuals to update select personal information. The personnel records will be available to Service personnel chiefs, Combatant Commanders, military personnel and pay managers and other authorized users.
• Facilitated in the integration of PeopleSoft v8.9 HRMS & Global Payroll, Financials, EPM and ELM from the four Services (Army, Air Force, Marine Corps, and Navy) into a single collected web-enabled system.
• Developed data migration plans and designed data translations. 80 existing manpower, personnel and pay processing systems across the four Services and the Defense Finance and Accounting Service (DFAS) will be subsumed.
• Provided Data Modeling, Use Case Analysis, and Functional/Technical Documentation.

PROFESSIONAL EXPERIENCE

Confidential

Project Lead/Senior Consultant

Responsibilities:

• Served as the International Project Lead for the implementation PeopleSoft v8.8 Reporting application
• In preparation for deployment of the fully-functional system, provided the following deliverables: System Configuration Workbook, Design Specifications, Test Plan (Unit Testing, Integrated Testing, Volume/Stress Testing, User Acceptance Testing), Test Scripts, Policies and Procedures, Training Program, Training Materials, and Contingency Plan
• Provided support to PeopleSoft General Ledger and Accounts Payables
• Worked alongside end-users daily. Acted as a liaison between business and information technology personnel
• Assisted with data and software migration, infrastructure support, application trouble-shooting, and problem solving
• Produced detailed documentation and provided knowledge transfer to client resources
• Appropriately exercised leading practices when performing full lifecycle implementation
• Developed detailed training manuals for PeopleSoft Purchasing and Query
• Coordinated and facilitated training classes
• Performed analysis and provided recommendations to optimize functions in Purchasing, Inventory, Accounts Payable, General Ledger, and Reporting
• Obtained understanding of Entergy’s PeopleSoft environment, and other applications integrating with PeopleSoft
• Performed analysis of the functional requirements for implementing PeopleSoft v8.4 InterUnit Billing
• Created conceptual design and plan
• Developed prototype across Billing, Accounts Receivable, Accounts Payable, and General Ledger
• Produced detailed documentation and provided knowledge transfer to client resources

Confidential

Procurement Technology Specialist/Project Lead/Senior Consultant

Responsibilities:

• Served as a SCM (Supply Chain Management) Specialist in the administration, configuration and frontline support of PeopleSoft eProcurement and Purchasing v8.8 applications
• Monitored daily end-user and supplier issues/inquiries in the SCM Hotline and E-Mail. Provided problem management. Performed research and delivered real-time resolutions to requisition, workflow, sourcing, purchase order, dispatch and invoice issues
• Monitored Match Exceptions and Open PO Balance Sheet reports. Resolved late payments to vendors. Assisted with vendor invoice payment reconciliations
• Developed reports to assist management with performing various analysis and performance measures. Created reports for team members to utilize when troubleshooting issues
• Assisted end-users with utilizing reports on the Crystal Enterprise Portal. Maintained scheduling and distribution of reports on the Crystal Enterprise Portal
• Generated audit reports including Vendor Audit Reports, Change Request Approval Exceptions, PO Amount Exceeding Approval Authority, Recurring Contract Expirations and Payments
• Assisted auditors in ensuring that Dynegy is SOX compliant by providing transactional documentation. Served as the facilitator in ensuring that end-users are compliant with Dynegy’s policies and procedures
• Ensured smooth functioning of the system. Monitored Change Request approvals and resolve workflow discrepancies. Confirmed successful completion of batch jobs. Resolved errors on the Sourcing Workbench. Monitored project accounting on ERS (Evaluated Receipt Settlement) transactions
• Assisted with monitoring the RightFax System for outgoing PO dispatch errors
• Assisted with monitoring EDI Dispatch of RedMan outgoing POs for system failures. Communicated with RedMan representatives as appropriate. Resent POs using PeopleSoft manual dispatch functionality
• Investigated Vendor Master inquiries
• Updated pricing catalogs
• Added, updated and renewed Recurring Contract Vouchers
• Performed data cleanup. Facilitated closing out outstanding transactions and updating workflow as ePro/Purchasing users became inactive in the system. Facilitated closing out outstanding transactions on inactive vendors
• Prepared training materials. Conducted functional and technical training to team members and end-users
• Documented business processes and procedures
• Developed Call Log tool to track daily support activities. Utilized PVCS Tracker to log and monitor issues. Participated in PeopleSoft Finance/ePro Prioritization Issues meetings
• Participated in the analysis, design, testing and implementation of system modifications
• Maintained Supply Chain Management and eProcurement websites
• Served as Functional Project Lead on projects including Security Testing and Workflow Testing
• Acted as a liaison between various groups including Accounting, Finance, Accounts Payable, Audit, Operations, Corporate, IT and Security

Confidential

Project Lead/Senior Consultant

Responsibilities:

• Served as the Financials Project Lead for the implementation of several PeopleSoft Financials v8.4 applications including General Ledger, Accounts Payables, and Asset Management. Supported the implementation of Supply Chain Management applications including Inventory, Purchasing, eProcurement, and Enterprise Portal
• Worked alongside end-users daily. Acted as a liaison between business and information technology personnel
• Supported the delivery of key components for a detailed Statement of Work. Items included the following: identified functional areas in the project and factors that may affect the project, listed limitations or exclusions from the project, described the approach to both system and process design, determined interfaces and conversions, developed test plan outlining the procedures for testing, provided overview of activities and resources necessary for “Go Live”, shared project management methods and techniques, developed Risk Management Strategy, Project Plan, Issue-Tracking Database and Training Plan
• Key contributor to Process Design Deliverables such as a Solution Model of detailed business transactions for various process areas, Data Conversion Strategy, Interface Strategy, Reporting Strategy, Change Management Strategy, Project Communication Strategy, Infrastructure Strategy, Portal Strategy, Security Strategy and Organizational Strategy
• In preparation for deployment of the fully-functional system, provided the following deliverables: System Configuration Workbook, Design Specifications, Test Plan (Unit Testing, Integrated Testing, Volume/Stress Testing, User Acceptance Testing), Test Scripts, Policies and Procedures, Training Program, Training Materials, and Contingency Plan
• Prepared and facilitated numerous project presentations
• Worked with appropriate parties to resolve PeopleSoft product and business process issues
• Appropriately exercised leading practices when performing full lifecycle implementation
• Evaluated implications of current design decisions on future PeopleSoft installations of Human Resource Management and Self-Service eApplications
• Assessed detailed business requirements for General Ledger, Projects, and Asset Management applications. Performed fit/gap analysis with PeopleSoft v.8.4 delivered products/processes
• Developed integrated data flows for PeopleSoft General Ledger, Accounts Payables, Accounts Receivables, Billing, Contracts, Purchasing, Projects, Asset Management, Payroll, and Commitment Control products
• Evaluated overall project plan and provided recommendations for improvements
• Provided strategic and tactical recommendations for upgrading PS v7.5 applications to PS v8.0
• Developed detailed pros/cons lists for various upgrade scenarios
• Performed the detailed analysis of business scenarios and processes. Provided recommendations for improvements
• Performed detailed analysis of General Ledger, Accounts Payables, Accounts Receivables, Project Costing, Asset Management, and Purchasing data. Provided recommendations for data archival

Confidential

Project Lead/Senior Consultant

Responsibilities:

• Served as a Team Lead on multiple PeopleSoft Financials and Enterprise Performance Management full lifecycle projects with responsibilities including project planning, resource management, issue management, system architect, system design, development and deployment
• Acted as a subject-matter expert on PeopleSoft product issues
• Performed business process improvements in the Financial area that resulted in significant cost savings, cost avoidance, increased productivity and operating efficiencies
• Successfully and consistently delivered high quality work products on time and within budget
• Acted as a principal liaison between IT and the various business groups including Accounting, Finance, Tax, Legal, Infrastructure and Records Management
• Completed full-cycle implementations using proven project methodologies which included major activities such as project planning, requirements gathering, fit/gap analysis, design, development, testing, training and post-implementation support
• Key contributor in various strategic e-business projects including the PeopleSoft v8 implementation
• Key contributor in Dynegy’s business intelligence strategy and initiative including Enterprise Performance Management and Cognos
• Supported change management activities including performing stakeholder management, developing the training curriculum and facilitating training classes
• Effectively collaborated with client resources to ensure the successful completion of tasks and continuous knowledge transfer
• PeopleSoft Financials 8.0 - Performed a full lifecycle implementation of PeopleSoft’s v8.0 Financials internet applications. The scope of the project included General Ledger, Accounts Payable, Accounts Receivables, Project Costing, Asset Management, Billing and Purchasing.
• PeopleSoft Financials 8.16 Tools Upgrade - Upgraded PeopleSoft Financials from v8.14 to v8.16 within a 3-month timeline. Applications included General Ledger, Accounts Payable, Accounts Receivables, Project Costing, Asset Management, Billing and Purchasing.
• Financial Portal Project - Automated tax calculations for Portal reports through development of allocations.
• EPM 8.0 Legacy Archival - Implemented an electronic archival solution for retirement of legacy data from JD Edwards and Excalibur systems to EPM.
• EPM 8.0 Financial Insight - Developed Financial Insight Prototype to allow for use of Financial Analytics.
• EPM Tools 8.16 Upgrade - Upgraded EPM from v8.14 to v8.16 for added system functionalities.
• Chart of Accounts Optimization - Conducted detail analysis on Dynegy’s chart of accounts and dependent processes. Allowed for more efficiencies and improved reporting capabilities by optimizing the system configuration and redesigning business processes.
• Combination Edits - Reengineered and implemented enhanced combination edits for all Non-Regulated, FERC and Maximo business units. New validation rules were implemented for batch and online processes of account, department, product, affiliate, and project values resulting in more accurate and reliable information.
• Canada Customs and Revenue Agency Audit - Enhanced audit reporting capabilities resulting in concise, efficient and real-time audit information.
• Row Level Security - Enabled improved systems control by securing panels, processes and data through the implementation of row level security based on user roles and responsibility areas.
• Dynegy Connect - Performed conversion of transactional data from a Platinum System to PeopleSoft Financials. Executed activities to fully integrate new business units. Applications included General Ledger, Accounts Payable, Accounts Receivable, Asset Management and Project Costing.
• Forecast Ledger - Designed and developed Forecast ledger to allow for improved forecast reporting capabilities.
• Consolidation Process - Performed knowledge transfer to Dynegy’s Business Segments on the consolidation functions and processes. Assisted with reconciling consolidation issues.
• Multi-Currency Process - Reengineered financial revaluation and translation rules to provide more accurate processing of multi-currency information.
• InterUnit Accounting - Performed knowledge transfer to Dynegy’s Business Segments on interunit functions, processes and issues. Assisted with reconciling interunit discrepancies.
• Budgets - Designed, developed and automated the budget allocation process resulting in improved efficiencies.
• Payment Predictor - Automated the majority of cash applications through the implementation of Payment Predictor processes.
• Nucleus R4 - Implemented the integration between PeopleSoft Financials and the Nucleus System. Applications included General Ledger, Accounts Payable, Accounts Receivable and Billing.
• Credit Interface - Implemented the integration between PeopleSoft Financials and the Credit System. Applications included General Ledger, Accounts Payable and Accounts Receivable.
• Served as the Financial Systems Team Lead on domestic and international financial systems. Responsibilities included strategic planning, business case development, project planning and project implementation
• Developed and enhanced business applications and processes
• Provided continuous knowledge transfer to the user community by developing training materials and facilitating certified PeopleSoft classes

Confidential

Project Lead/Senior Consultant

Responsibilities:

• Served as an expert and coach on General Ledger to assist the client with the PeopleSoft Financials 7.5 implementation. Completed a full-cycle implementation using AnswerThink’s implementation methodology: Business Solution Planning, Requirements Definition, Fit Analysis, Application Design, Setup, Conversion, Testing, Policy and Procedure Development, End-User Training, and Report Writing
• Developed a task-based integrated project plan for General Ledger implementation
• Successfully managed resources and tasks against the project plan
• Provided leadership and guidance to multiple client resources
• Assisted client with conducting mid-year and year-end performance appraisals for staff
• Made key contributions in the interview and selection process of client staff
• Performed knowledge transfer of extensive functional and technical product knowledge across multiple PeopleSoft applications to project team members
• Formulated utility-specific solutions for PECO using the PeopleSoft products including refining and mapping business requirements with PeopleSoft and utility-industry best practices and ERP-enabled process improvements
• Reengineered PECO’s chart of account structure to enable the streamlining of business processes and reporting procedures
• Prepared and delivered management presentations to communicate approach and reengineered solutions
• Assisted management with identifying and managing risks
• Facilitated change management communications with PECO’s financial and operations divisions
• Prepared communication plans, priorities and progress to all stakeholders in a concise and timely manner
• Supported the implementation of the following PeopleSoft Financials applications: Projects and Asset Management
• Designed PeopleSoft General Ledger with integration of PeopleSoft’s Enterprise Performance Management
• Actively participated in business development for AnswerThink, with major activities including sales lead generation, sales follow-ups and consulting services consultation
• Supported the development of AnswerThink’s PeopleSoft implementation methodology and consulting tools
• Quality assured AnswerThink’s best practice and deliverables databases
• Actively involved in AnswerThink’s consultant interviewing and hiring process
• Participated in resource allocation and management
• Provided leadership in growing AnswerThink’s PeopleSoft Utility practice

Confidential

Project Lead/Senior Consultant

Responsibilities:

• Served as Functional and Technical Lead for General Ledger and Enterprise Reporting
• Coordinated all activities with the implementation of General Ledger version 7.0
• Prepared the GL project plan
• Conducted Interactive Design & Prototyping sessions
• Worked alongside with Pepsi-Cola General Bottlers on all aspects of the project, including: business process reengineering, business units, SetIds, ledgers, ledger groups, ChartFields, trees, general options, tableset controls, statistics, ChartField combination editing, processing options, journals, OpenItem transaction, InterUnit journals, SJEs, spreadsheet journal entries, budgets, inquiries, allocations, multi-currency processes, consolidations, year-end processes, security, interfaces, conversion, training, testing
• Coordinated all General Ledger and Reporting modifications
• Lead the conversion and reconciliation of 5 years of historical balances
• Prepared system and integration test plan
• Prepared test scripts, user and system documentation
• Supported the implementation of the following PeopleSoft Financials applications: Accounts Payable, Asset Management, Inventory, Accounts Receivable, and Purchasing
• Assisted with data and software migration, infrastructure support, application trouble-shooting, and problem solving
• Served as a General Ledger Application Specialist
• Guided design and development of on-line and batch validations for General Ledger, Accounts Payable and Purchasing
• Established approach for multi-currency processes such as revaluation and translation
• Served as Project Lead for the General Ledger module
• Coordinated all activities with the implementation of General Ledger version 6.0 for 165 business units in the areas of Field Services, Marketing, Pipeline, Corporate, and International operations
• Worked with El Paso on all phases of the project, including: detail project plan development, project team staffing, conducting Interactive Design & Prototyping sessions, system setup, identification and design of customized reports, business process reengineering, designing a new chart of accounts for financial and responsibility accounting, training, testing, final delivery to users
• Prepared user and system documentation
• Created numerous queries and nVision reports
• Coordinated conversion and interfaces, including integration with Project Costing, Inventory, Asset Management, Accounts Payable, and Accounts Receivable PeopleSoft products
• Served as Functional Lead for the General Ledger module
• Created Balance Sheet, Income Statement and Consolidated nVision reports

Confidential

Project Lead/Senior Business Process Analyst

Responsibilities:

• Responsibilities in system development included: Review current processes, process to implement changes, coordinate with Legal Department, prepare Executive Summary, create FTR for approval by IS, produce Business System Design, review the IS Process Design Document and Technical Design Document, develop case scenarios, formulate and execute test plan and test cases, signoff to migrate enhanced code to production, provide end-user training
• Responsibilities in system reconciliation processes included: Review, analyze, document, report, and monitor disposition of variances; complete incident report and system/analyst incident form
• Responsibilities in system interface processes included: Reconcile Sybase to DB2, GSM (Gas Storage Management) to VAS (Volume Allocation System), VAS and GSM to TBS (Transportation Billing System)
• Responsibilities in TBS internal processes included: Reconcile service package to invoice line item - review discrepancies in apply rates variance reports, analyze and document variances, report apply rate variances, monitor disposition of reported variances
• Responsibilities in joint interest accounting included: Create division of interest change file, reconcile account receivable balances, review joint operating agreements, make on-line journal vouchers and check request, setup and maintain AFE's, update expense allocation and producing overhead, track payout statements, clear balances on abandoned leases, record drilling and workover overhead, initiate accruals and advance billings, finalize post closes, create joint interest invoices, respond to co-owners inquiries, setup and maintain properties, generate net profit statements, analyze legal bills
• Responsibilities in oil accounting included: Book revenue for North Permian Basin; debug errors from PFA's, delivery systems, interface, and turnaround documents; setup selling arrangements, salespoint list, purchaser list, sales contract, and sales record; maintain legal, recovery hold, and minimum suspense reports; analyze revenue comparisons
• Responsibilities in performance analysis included: Prepare budget and Gainshare Program Audit, research questions from various department heads, conduct presentations at manager meetings, analyze statistics, calculate flexible budget ratios, and generate management information, variable operating, YTD monthly production and yield reports
• Responsibilities in cost accounting included: Balance the books for bulk chemicals, interpret statistical graphs, analyze work-in-process inventory change, perform inventory reconciliation, and generate cost clearing and purchase summary reports