SUMMARY

• Profile Confidential has over 30 years’ experience in management, procurement, finance and accounting, financial reporting and analysis, budgeting, cost accounting, and computer and information systems development and management. With over 20 years in ERP application implementation experience including project and program managemen
• Procure - to-Pay business transition, finance and accounting development and processing, budget and cost analysis, computer and information systems development and management. Confidential -di-Perta has extensive experience working on several full cycle implementations working in several roles including;Project Manager, Functional Lead, and Business Analyst, various industries including banking, healthcare, manufacturing, energy, and public sector. Strong business sense, excellent communication and presentation skills, and proven client relationship success at the executive level.

PROFESSIONAL EXPERIENCE

Confidential

ERP Specialist

Responsibilities:

• Confidential -di-Perta provides senior project leadership experience and senior development and system design skills. Will be accountable for developing and sharing knowledge with other members of IT and operations, and mentoring analysts. Working with the PeopleSoft Financial Supply Chain Management OMCS Cloud applications accounts payable, cash management, purchasing, eProcurement, inventory, general ledger, and expenses.

Confidential

Managing Consultant

Responsibilities:

• Confidential ’s role has been as an Experienced PeopleSoft Financial Supply Chain Management consultant working with several modules up through version v9.2. He has deep expertise in the Procure to Pay process, as well as a strong background in the design, configuration, and implementation of ERP solutions. Confidential ’s experience also includes financial optimization analysis, training, system integration, testing, and project documentation, and support. Confidential ’s role also includes working with clients on their procurement business transformation.

Confidential

Responsibilities:

• Confidential ’s role on this project was to evaluate the PeopleSoft FSCM upgrade with the considerable number of integrations and their effectiveness on current business processes. Confidential would work with the payables and procurement team and validate the configuration of the applications and how they would interface within the financial applications. Another area Confidential was involved was to assist the client during their SIT testing and provide needed support in various areas within the Financial S2P area.

Confidential

Responsibilities:

• Confidential ’s role on this initiative is to provide support and development for a proposal for a PeopleSoft financials project for the State of Florida PALM project. Confidential ’s will support the Purchasing & Supplier Contracts modules with enhanced workflow processing and integration with State of Florida’s Ariba eProcurement application. Confidential will also demonstrate to a group of State of Florida procurement resources the potential design and process flow.

Confidential - Columbus, OH

Corporate Program Manager

Responsibilities:

• Coordinates Projects and requests being provided to the applicable Customer business unit across all Service Provider delivery teams (e.g. server, network, application). Develops deep understanding of Customer business unit and their requirements.
• Acts as key partner and trusted advisor for Customer Service delivery director and business unit by bringing forward the best of Service Provider capabilities, methods, and processes. Serves as advocate for the applicable Customer business unit s projects and steady state support across Service Provider delivery teams. Manages the clients monthly budget requirements for all Confidential work regarding steady state support and Request IT tickets for all applicable corporate business areas. Provides oversight and accountability for successful project completion for customer business unit projects.
• Provides additional support for the PeopleSoft developers on v9.1 Financials, Supply Chain, and HCM.

Confidential - Houston, TX

Vendor Manager

Responsibilities:

• As the Vendor Manager, Confidential -di-Perta was the primary liaison between Confidential IT Strategy workstream and Shell IT resources. Working closely with Shell, Confidential ’s responsibilities were to delivery over 300 applications that were part of the split off from Shell. Working with Shell, Confidential was able to define a scoping document that clearly defined Shell's responsibility for all their deliverables.

Confidential - Austin, TX

Responsibilities:

• As an advisor to this client, Confidential was tasked with determining key aspects regarding their current PeopleSoft system. If was necessary to establish the need for replacing the current financial system and to determine an approximate timing of the replacement if required. In working with the client, Confidential was required to collaboratively develop a definition of “crisis point” and to analyze key processes against definition. Confidential along with his team reviewed the current PeopleSoft system for functional and technical stress points. Confidential was also required to assess key processes against benchmarks on multiple criteria for an upgrade to PeopleSoft v9.2 accounts payable, purchasing, inventory, order management, and asset management.

Confidential - Cincinnati, OH

Responsibilities:

• As an advisor to this client’s financial resources, Confidential began to analyze their current business processes and to develop a plan to reduce the customizations and allow CFC to utilize the delivered functionality of the newest version of the application. In working with the client prior to joining the project I was able to provide much needed value add on resolving several of their long-standing issues, along with my extensive experience with PeopleSoft v9.2 AP, GL, PO, & AM as the catalyst on which this client requested me to join their project.

Confidential - Columbus, OH

PeopleSoft Financial Lead

Responsibilities:

• Confidential ’s role on this public-sector project was to lead the initial transition of the managed services from Confidential to Confidential . Confidential was responsible for leading his team through the knowledge transfer meetings with resources and to develop a cohesive understanding of how the daily support desk operations were handled for the management of PeopleSoft v9.2 AP, GL, and Purchasing.

Confidential - New York, NY

Responsibilities:

• Confidential ’s role as an experienced business analyst for the testing of Confidential Mellon’s new “Manual Adjustment Facility” application. Confidential ’s previous experience in PeopleSoft v9.2 General Ledger gave him a good insight on how this application should work and how it will interface effectively with PeopleSoft General Ledger. During his time with Confidential Mellon resources he was able to provide suggestions on how the system could be updated and to allow for a better utilization of the application.

Confidential - Indianapolis, IN

Responsibilities:

• During Confidential ’s time with Confidential his role was the PeopleSoft Functional consultant for the re-implementation of Purchasing & Accounts Payable v9.2. Leading client sessions to their As-Is and To-Be business processes and requirements and to review relevant documentation. He led HLD presentation sessions for Confidential executive staff, stake holders, and steering committee members. Presented deep-dive sessions to discuss configuration requirements and introduce new functionality within the applications.

Confidential - Milwaukee, WI

Responsibilities:

• Confidential ’s role on this project was PeopleSoft Financial Functional Lead; his responsibility was for the implementation of Purchasing, Accounts Payable, and Expenses in v9.1. In addition to this role he took direct responsibility for the implementation of the Expense module. Confidential ’s role also included managing client resources charged with the implementation of Purchasing and Accounts Payable.
• Confidential led all the working sessions with the specific resources in those targeted areas of responsibility. Confidential ’s team worked with the client SMEs to develop a requirements matrix, business process definitions, and other relevant documentation. During the project we were responsible for the development of Full-Life project documentation including risk management plan, testing plan, training plan, and communication plan. His team continued to work with downstream applications including general ledger, Reporting, and DI/DW teams to complete the integration.

Confidential - Dallas, TX

Responsibilities:

• Confidential ’s role on the project was the PeopleSoft Financial Workstream lead focusing on the implementation of PeopleSoft v9.1 Accounts Payable, Purchasing, sProcurement, General Ledger, Accounts Receivable/Billing, Project Costing, and Asset Management. During the discovery phase we focused on the development of high-level business processes for each module and a complete list of process capabilities. During blueprint, we worked with the financial client resources to illustrate the target application functionality, flush-out their requirements, and identify RICEW elements.

Confidential - Columbus, OH

Responsibilities:

• Confidential ’s role included working with Sterling users on PeopleSoft v8.8 AP, AR/BI, and GL issues regarding production security, monthly reporting requirements, and system related items. During this time Confidential worked on the transitional applications for the Read Only/Archiving of PeopleSoft applications.

Confidential - Pleasanton, CA

Responsibilities:

• Confidential ’s role on this project was Support Lead for several areas within Kaiser’s Procure-to-Pay Workstream including PeopleSoft v9.0 Accounts Payable, Purchasing, eProcurement, and Supplier Contract Management. His experience in the financial/supply chain area was essential in working with team leaders within the organization to identify opportunities within the entire financial Workstream. Confidential was also able to work alongside the client team to develop high-level business process flows outlining the current processes that the project can be leveraged for the implementation.

Confidential

Contract PeopleSoft Financial Consultant

Responsibilities:

• Working with several clients on the implementation of PeopleSoft Financials including Accounts Payable, Treasury, Purchasing, and eProcurement

Confidential - Little Rock, AR

Responsibilities:

• During this project Confidential ’s role was the PeopleSoft Financial Implementation lead during the client’s global rollout of v9.0 Accounts Payable & Purchasing. Working with the client’s European financial center resources we identified their current requirements and how they'll be configuring the system to meet the requirements for European business units. Confidential ’s responsibility was to work with the client’s European banking partners to establish a template to be used for all electronic payment transactions. He also worked with the client to develop a global configuration template in which can be utilized during the current phase of the implementation and during our next phase for the client’s Asian business units. During the final phases of the project the client and I developed multiple language training and testing documentation.

Confidential - Columbus, OH

Responsibilities:

• Confidential ’s role was to assist this client during their analysis phase to rollout PeopleSoft v9.0 Treasury Cash Management. Working with the client Confidential ’s team identified the banking requirements that will be part of an extensive banking integration involving 9 banks. Confidential also worked with Nationwide’s Treasury resources to identify the cash position reporting requirements and working with these resources to identify their debt management requirements and configuration.

Confidential - Dallas, TX

Responsibilities:

• Confidential led a team of client treasury resources for post-production support of their recently implemented PeopleSoft v9.0 Treasury Cash Management application. He also was required to evaluate their current situation and recommend changes to their current processing of Bank Reconciliation, Bank
• Statement Accounting, and Treasury Accounting. For future configuration requirement I was responsible for the development of training templates for the configuration of Bank Accounts, Treasury Accounting Templates, and Bank Statement Accounting rules. Confidential also worked with the client’s technical and banking partners to enhance the electronic payment functionality with the utilization of EDI 820 transmission.

Confidential - Columbus, OH

Responsibilities:

• Confidential worked on this public-sector project to assist the client's resources to assess their requirements for PeopleSoft v9.0 Treasury Cash Management application including banking interface, cash position reporting, and banking interface. He was able to assist them in the development of a cash position worksheet criteria template to be used for all areas within the corporation to provide a more accurate cash position report on department’s cash flow and daily budget balances.

Confidential

Manager, System Integration and Technology

Responsibilities:

• Worked in Confidential SI&T practice for the implementation of PeopleSoft Financials

Confidential - Atlanta, GA

Responsibilities:

• Confidential ’s assisted the client with the implementation of PeopleSoft v9.0 Treasury Cash Management. They were also responsible in working with the client to identify banking interfaces, cash position report requirements, and internal banking requirements such as bank-to-bank transfers, auto sweep processing, and treasury accounting.
• Confidential was able to work with the client to increase the project scope to include end of the month banking reconciliation with both Treasury and Accounts Payable departments, developed Cash Position reporting and Bank Statement Reconciliation processes, developed End-User Training documentation with focus on Bank Statement Accounting. Defined, communicated and managed project tracking and reporting activities; developed and reviewed project planning documents and deliverables; and supported all other project management activities including issue management, risk management, and travel expense management.

Confidential - Hartford, CT

Responsibilities:

• Confidential was responsible to lead the implementation of PeopleSoft v9.0 Accounts Payable, while managing a team of 3 consultants along with several client resources through the development of a large-scale insurance payment process that required interfacing nearly 2100 payments being processed through an in-house processing server into PeopleSoft. He was able to work with the client’s technical resources and a third-party vendor to develop a customized check printing process print out specialized checks formats unique to Travelers agents.

Confidential

Principal Financial Consultant

Responsibilities:

• Confidential ’s role as the Lead Functional Consultant was to assist the client to rollout PeopleSoft v8.8 Accounts Payable & Purchasing to multi-facility power generation facilities. Confidential was able to develop a new Procure-to-Pay business processes utilizing PeopleSoft 8.8 Accounts Payable and
• Purchasing. Confidential worked with the client to integrate the Maximo Strategic Work Order and Inventory Management system with PeopleSoft. During the project Confidential was able to work with Covanta on an enhancement to their PeopleSoft procurement process and established a sophisticated multitier purchase order approval process. Confidential ’s team was able to develop new purchase order documentation with standardized Terms & Conditions and a move towards an enhanced purchasing contract with electronic signatures of approvers. Confidential also was an invaluable resource in working with the end-users on training of both the Accounts Payable and Purchasing module

Confidential - Nashville, TN

Responsibilities:

• As the Lead Functional consultant for the designed and implementation of PeopleSoft v8.8. Accounts Payable. During this time Confidential was responsible for the upgrade of Ingram’s new accounts payable system with delivered enhancements including payment approval workflow, electronic banking integration, and automatic bank reconciliation. In working with the client, we were able to develop a complete set of documentation which included configuration templates, training documentation, testing procedures including test scripts and scenarios.
• Also working with the client’s technical resources Confidential was able to complete the necessary conversions of all vendors and banking information successfully. Confidential was also instrumental in working with the client’s procurement team for the implementation of both Purchasing and eProcurement modules.