SUMMARY:

• Confidential has more than seventeen years of consulting and systems implementation experience working in the commercial, federal, state and local governments, healthcare, insurance and higher education market spaces specializing in Order to Cash processing.
• Confidential is a functional expert and has held lead positions in the full solution implementation and upgrade lifecycle at multiple clients across multiple industries.
• This has included roles in project management and planning, analysis, design, configuration and implementation, testing, training and production support. He brings a strong work ethic, innovative thought and excellent communication skills to lead any team and deliver success.

TECHNICAL SKILLS:

• PeopleSoft FMS
• Receivables, Billing, eBill, Contracts, Project Costing, General Ledger 7.5 - 9.2
• PeopleSoft HCM
• Business Process Specialization: Order to Cash
• Industry Experience: Healthcare, Insurance, Government Contracting, Federal and State, Higher-Education and Commercial
• Full lifecycle implementation and upgrade experience as a lead resource
• Business process redesign
• Data conversion, validation and testing
• Training curriculum development and execution
• Post implementation support

PROFESSIONAL EXPERIENCE:

Confidential

Order to Cash Lead

Responsibilities:

• Lead consultant responsible for new implementation of 9.2 PeopleSoft Financials for US and Canada business
• Led requirements gathering, fit/gap and design sessions for Accounts Receivable, Billing, new customer information system and new customer portal including eBill.
• Configured and presented sandbox environment for full conference room pilots to map requirements to potential future state.
• Created functional design documents for customizations and enhancements to develop future processing and functionality based on requirement gaps with delivered functionality.
• Introduced and demonstrated eBill Payment portal for improved customer interaction and payment application efficiencies.
• Designed customer information system as large data origination point for CRM related information disseminating into PS Financials - Project Costing, Contracts and Customers
• Lead resource for testing efforts related to system configuration in delivered functionality and customizations in preparation for new implementation.

Accounts Receivable Consultant

Confidential

Responsibilities:

• Led consulting efforts in preparation for compliance with Affordable Care Act - Health Care Reform
• Designed a streamlined payment refund process, including both automated and manually generated requests, with a large processing volume, as a bolt-on to delivered functionality.
• Defined requirements and developed use cases for multiple customizations related to Medicare and in corporation of individual billing and direct pay for HCR including custom inquiry screens to assist customer support.
• Created accounts receivable activity extraction process to send invoice, payment and maintenance data from accounts receivable system to general ledger and enterprise data warehouse.
• Designed custom payment application process for incoming subsidy and exchange portal payments against customer accounts for health care reform and government subsidy programs

Accounts Receivable and Billing Lead

Confidential

Responsibilities:

• Completed configuration, training and development to bring client live with AR, Billing and Contracts on PeopleSoft 9.0.
• Led conversion of Billing and Accounts Receivable from legacy to PeopleSoft
• Processed monthly bills from Contracts through Billing and into AR during post implementation stabilization including development of automated monthly processing to push bills to a shared pro forma site
• Worked with bank to receive proper lockbox and EDI files for payment processing
• Streamlined weekly invoice creation by billing analyst and processing to maximize speed to customer
• Re-engineered processes and implemented best practice improvements to payment application processing decrease DSO and utilize automated payment processing and auto maintenance functionality
• Fixed significant processing inefficiencies to regain over 25 hours per billing analyst resource, per month.
• Improve cash application and reduce unidentified cash by more than 50%
• Designed customization and redesigned business process to improve communication channels between AR, Billing Specialists, Contracts team and Project Management

Accounts Receivable and Billing Lead

Confidential

Responsibilities:

• Perform overall assessment and analysis of existing 8.4 configuration and processing inefficiencies based on best practice knowledge in preparation for impending upgrade to 9.1 platform.
• Reconfigured Dunning processes to in corporate delivered functionality and remove laborious existing customizations.
• Determined inefficiencies in current payment processing and implemented Payment Predictor functionality to remove existing client specific customizations.
• Re-engineered billing processing to remove inefficiencies and allow for permitting requirements without high impact to delivered functionality.
• Developed roadmap for introduction of new business units for new departments to existing system and accounting.
• Recommended areas of improvement including best practice configuration and processing changes based on review of existing Order to Cash system setup and use.

Order to Cash Lead

Confidential

Responsibilities:

• Led the PeopleSoft 9.0 Accounts Receivable, Billing and Contracts team in the implementation of PeopleSoft across all of Confidential including University business areas and Healthcare entities on multiple campuses.
• Identified requirements through interactive design prototype sessions with lead users. Developed business process narratives to in corporate current processing.
• Designed modifications for interface functionality with cashiering system and unique wire processing for banking.
• Developed test plans and scripts.
• Configured system based on discovery sessions.

Order to Cash Lead

Confidential

Responsibilities:

• Led effort to upgrade to PeopleSoft 9.0 and integrate two financial systems into one shared environment as two companies merged.
• Developed requirements and fit/gap to identify areas of concern and inconsistency between merging systems.
• Created conversion strategy and configuration document to in corporate all related requirements
• Customized process to populate chartfields from interfaced systems and tested 18 different interfaces into new integrated system.
• Conducted training to new users and integrated teams.

Confidential

Accounts Receivable and Billing Solutions Specialist

Responsibilities:

• Re-engineered processing to avoid double reporting resulting from unique business requirements, including reconfiguration of specific areas.
• Centralized system procedures to increase efficiency and eliminate data entry problems.
• Retrained staff on best practices solution and recommended changes to current processing to in corporate additional system functionality and best practices.

Accounts Receivable Solutions Specialist

Confidential

Responsibilities:

• Developed solution to process-stopping AR loading issue from Billing processing.
• Created SQL scripts to clean AR tables for potential system issues due to irregular processing.
• Identified important configuration and processing changes to streamline data entry and minimize problems and trained staff on new system processing.

Accounts Receivable and Billing Lead

Confidential

Responsibilities:

• Led the AR/BI PeopleSoft 8.9 implementation effort for the core phase on the HOR Financial Systems Replacement (FSR) project.
• Directed AR/BI fit-gap demonstrations and design sessions, facilitated functional discussions for these modules and provided advice and recommendations
• Finalized refined requirements, developed To-Be process flows, and provided system demonstrations, in-depth analysis and support for the PS functionality and capabilities.

Accounts Receivable and Billing Lead

Confidential, Los Angeles

Responsibilities:

• Led the AR and BI full life cycle upgrade from a PS 7.5 platform to 8.4 in compliance with Confidential (CSU) standards.
• Implemented a new chart of accounts conversion for PeopleSoft 7.5 and 8.4 systems to comply with CSU chancellor’s office requirements and maintain consistency with statewide accounting architecture.
• Provided year-end reporting support, including data clean up, for compliance with campus and state reporting.
• Conducted a complete overhaul of existing AR and BI configuration of Entry Reasons and Distribution codes. Evaluated the existing 1100+ Reasons and 2000+ Distribution Codes and trimmed values to fewer than 400 reasons for 3 business units and 20 Distribution Codes.