SUMMARY:

• Confidential, possesses extensive experience as a senior Financials and Distribution functional lead with over 17 years experience in the deployment and configuration of PeopleSoft & other Financial systems.
• His experience includes financial systems functional expertise as financial lead on several full development lifecycles & upgrades and custom applications projects.
• He has successfully delivered PeopleSoft solutions guided by proven methodology and best practices for prestigious global commercial corporations like Confidential.
• He is a detail - oriented team player with analytical skills, a proven ability to motivate clients, solve problems, and transfer knowledge.

TECHNICAL SKILLS:

Operating Systems: NT, Windows, Unix and Windows XP

Language & Applications: GL, AR, AP, OM, Projects, T&E, PO, Contracts, Budgets, BI, AM, eProcurement, HR, Base Benefits, Tools, nVision, Crystal, Query, Process Scheduler, Security Trees, SQL

Databases: Access

Software: PeopleSoft, rational clear case, TOAD, Microsoft Visual SourceSafe, UPK, DOORS, Quality Center (testing tool), Star Team (track defects), Doors(tracks business requirements) Excel, Microsoft Word, Lotus, Power Point, QuickBooks, QuickBooks Pro, Mas 90, Pro-System, S.B.T, Peachtree, Turbo Tax, Pro System and Impact Award.

PROFESSIONAL EXPERIENCE:

Confidential, Dover, DE

PeopleSoft Financials 9.2 Upgrade Lead/Manager

• Led P2P (ePro/PO/AP) and GL/AM business requirement workshops and conducted fit/gap analysis
• Managed a group of consultants (5), clients (15 users) and provided regular status to the Director of Finance.
• Developed and maintained project plan and enforced timeline, resources and delivery.
• Developed an overall integration and support strategy for PeopleSoft and non=PeopleSoft applications
• Introduced 9.2 new features in particular work center, AWE, chart field security, supplier’s registration, TIN matching, Financials sanctions and many more.
• Configured the new features and unit tested them
• Developed test cases and scenarios and executed them using QC
• Trained end users on the new features and created training material
• Went over the customizations and I was able to eliminate some due to the new 9.2 features
• Tested many custom interfaces and reports
• Developed training material and trained end users

Confidential - DC

PeopleSoft Financials 9.2 Upgrade Lead - GL/AM/AP/AR/BI

• Led Fit Gap sessions and introduce 9.2 functionalities at the application level
• Gathered business requirements and offered future state solutions
• Configured 9.2 functionalities in particular: approval framework AWE with email notifications for journals, suppliers, vouchers and assets
• GL/AM/AP work centers and dashboards
• Chart field security at the department level
• TIN validation with IRS
• Suppliers registration
• CF Forms and maintenance workflow
• Developed master test plan and led unit /integration and UAT testing efforts
• Used Agile (participated in story cards, sprints and back logs creation and execution
• Enabled ePro - PO AP and AM integrations and trained end users on the new functionality
• Managed and configured multiple tax books
• Reviewed and corrected accounting entry templates
• Managed and stream lined AM profiles and sync them up with Procurement item master
• Executed AM physical inventory and developed policies and procedures.
• Implemented the 9.2 mass disposal functionality in AM system
• Enabled leased asset functionality and added various types leases into AM developed training material and trained end users
• Developed new combo edit rules and allocation steps to eliminate some of the manual processes

Confidential -Philadelphia, PA

PeopleSoft Financials Lead/Manager - GL/AR/BI/Contracts & Projects

• Led GL team (4 consultants, 20 end users) during the acquisition phase where ACE insurance bought out CHUBB
• Presented an integration solutions that merged the 2 Company's functionalities in particular Consolidations, Equitizations, Allocations/ Multi - Currency, VAT and GAAP/STAT business reporting.
• Structured an overall consolidation solution for the combined Co
• Presented solutions to merge GL/ AR/BI and Contacts/Projects functionalities as well for US/Europe/Asia Pac and Latin America

Confidential -Detroit, MI

PeopleSoft Financials Lead/Manager - GL/ AM

• Led business requirements phase and conducted fit/gap analysis for GL book code to accommodate multiple GAAP s reporting needs.
• Managed a group of 6 consultants and reported directly to the Controller and VP of Finance.
• Configured GL book code functionality where 3 book codes were created, new ledger codes, new year end closing rules, new Statutory Tree, update accounts table with new book codes, updated subsystems accounting templates (AM and Expense applications) to accommodate the new book code Chartfield.
• Created a very complex STAT tree utilizing 9 levels.
• Created new allocation rules to replace GAAP s and STAT s manual adjustments.
• Created new combo edit rules to restrict certain business units from using certain book codes.
• Worked with the technical team to update interfaces for the new Chartfield of book code.
• Developed test scripts and executed unit, integration and UAT testing.
• Utilized Agile s methodology throughout the project. Participated in story cards, sprints and back logs creation and execution
• Implemented BU, Ledger and Set ID security.

Confidential - Heaven, CT

PeopleSoft Financials Lead - GL/AM

• Gathered complex allocation business requirements and configured PeopleSoft allocations with multi-steps and staged data for testing
• Finalized chart fields design for various business groups and systems and configured values
• Managed, gathered business requirements and tested various PeopleSoft GL interfaces and developed functional and technical specifications
• Customized the excel upload tool and trained end users designed the data conversion strategy and tested converted data
• Configured AM and GL tables

Confidential -Tampa, FL

PeopleSoft Financials Lead (GL/AP/ AR/BI/Contracts/PC)- 9.1 and then Upgraded to 9.2

• Led business requirements phase and conducted fit/gap analysis for 10 Countries in Middle East
• Implemented 9.1 GL multi - currency and VAT.
• Prototyped PeopleSoft, GL/AP/ AR/BI/Contacts/PC)
• Configured 9.1 GL and AR/BI applications with multiple Set Ids and multiple BUs for each application..
• Configured complex 9.1 GL allocations utilizing 2 steps and 3 steps solutions
• Wrote functional and technical specifications for interfaces, conversion and custom reports (RICEW).
• Globally implemented open item functionality and established a robust policy around EE s expenses and travels
• Documented the AS IS and TO BE business process flows
• Developed the functional and technical strategy for applications data conversion.
• Led 9.1 to 9.2 functional upgrade for GL/AP/ AR/BI/Contracts/Projects demoed the new functionalities and implemented the desired ones like reconciliation dashboard, configurable GL work flow, Chart field security and many more.
• Reengineered and streamlined processes utilizing best practices and strengthen internal control.
• Developed and executed unit, integration and UAT test scripts and scenarios.
• Developed a training material and trained end users.
• Interacted with top executives and senior level directors on daily basis.
• Supported end user community for few month after the Go Live.

Confidential - Mclean, VA

PeopleSoft Financials Lead (AR/BI/Contracts/Projects) - release 9.1

• Led business requirements phase and conducted fit/gap analysis
• Implemented GL and AR revaluation process for Europe.
• Prototyped PeopleSoft AR/BI/Contracts and Projects
• Configured AR/BI/AM applications with multiple Set Ids and multiple BUs for each application.
• Introduced 9.1 new functionalities to the client and prototyped them to the client.
• Wrote functional and technical specifications for interfaces, conversion and custom reports (RICEW).
• Documented the AS IS and TO BE business process flows using Rational UML methodology. Reengineered and streamlined processes utilizing best practices and strengthen internal control.
• Developed and executed unit, integration and UAT test scripts and scenarios for 8.9 BUs.
• Worked as a PeopleSoft Financials support for 6 months supporting, CA/PC, BI and AR applications.
• Developed a training material and trained end users.
• Interacted with top executives and senior level directors on daily basis.
• Developed technical and functional specifications for AR/BI external interfaces and guided technical resources through the business requirements.
• Developed reporting requirements and worked very closely with developers utilizing BI publisher and Hyperion tools.
• Developed reports using Query and nVision reporting tools.

Confidential- Huston, TX

PeopleSoft Financials Lead (PC/BI/GL/ePro) - release 9.1

• Led business requirements phase and conducted fit/gap analysis
• Prototyped PeopleSoft GL/AR/PC/ePro/
• Configured GL/AR/BI/ePro applications with 1 Set Id and multiple BUs for each application.
• Introduced 9.1 new functionalities to the client and prototyped them to the client.
• Wrote functional and technical specifications for interfaces, conversion and custom reports (RICEW).
• Documented the AS IS and TO BE business process flows. Reengineered and streamlined processes utilizing best practices and strengthen internal control.
• Developed and executed unit, integration and UAT test scripts and scenarios.
• Developed a design book utilizing Confidential s methodology which entails all RICEW elements (business requirements, business process flows, configuration, conversion, interfaces, security, reporting and workflow).
• Confidential, DC

PeopleSoft Financials/ Procurement Functional Analyst Lead - release 9.0

• Led business requirements phase and conducted fit/gap analysis
• Prototyped PeopleSoft GL/AR/BI/AM/ePro and AP application
• Configured GL/AR/BI/AM/ePro and AP applications with 1 SetId and 14 BUs for each application.
• Supported more than 100 PeopleSoft Financials and Procurement users
• Troubled shot PeopleSoft Financials and Procurement issues and trained the users on solving similar issues
• Led PeopleSoft post implementation support efforts for GL, Commitment Control, AR, BI, AP, PO, ePro and AM applications (release 9.1)
• Developed test scripts and scenarios and executed unit/ system/ integration and UAT testing efforts using UPK and Quality Center tools..
• Introduced best practices and enforced internal control based on GAAP. Developed end to end business processes.
• Developed training material and job aids for end users and conducted training (UPK).
• Expanded PeopleSoft delivered functionality and configured the system to support the new features.
• Developed test script and scenarios and executed unit, system, integrated and UAT testing efforts.
• Came up with reconciliation and closing manual and trained the users on carry out these tasks.
• Set up user security for various 9.0 modules.
• Wrote functional and technical specifications for custom works and interfaces (Billing interface and 4 GL interfaces).

Confidential, Rockville, MD

AR, BI and GL Functional Analyst Lead - release 9.0

• Helped the client in the decision making process in terms of # of BUs, impact on reporting, internal control, GAAP, SOX and formed policies and procedures based on these decisions.
• Provided road map to the client from the very first step all the way till the go live date.
• Developed and executed the data conversion, test, security and business structure strategy
• Developed functional and technical specifications for custom work and programs
• Developed test cases and scenarios for AR, BI and GL applications
• Fully configure these applications including bank set up, multi-currency processing, BU definition, security.
• Developed test plan and estimated time and resources for the project
• Tested custom interfaces and integration with a third party software
• Tested converted data and participated in coming up with the conversion strategy
• Used Start Team software to track defects and Quality Center to track test cases status
• Executed unit, integration, system, UAT and regression testing.
• Developed job aids and walked the client through business processes for AR, BI and AP systems
• Developed reports to track testing progress
• Conducted UAT and trained end users
• In charge of post implementation support and stabilizing the system

Confidential, DC

GL/AM/ Payroll and HR Upgrade/Restatement Project

• Led a team of 7 Functional and Technical GL consultants to correct the GL Accounting position. Managed client’s resources and provided support to end users.
• Worked closely with auditors and validated GL Transactions based on GAAP.
• Heavily participated in making strategic decisions regarding internal control, GAAP, SOX implementation and utilizing my background as a CPA and MBA.
• Maintained and created new Consolidation Trees, Elimination / Equitization and Minority Interest rules
• Implemented and strengthened GL internal controls via reporting tools, best practices and security
• Wrote the functional/ technical spec for a GL interfaces to migrate data between multiple environments
• Helped with GL upgrade to release 9.0
• Managed and provide GL support to the end user community (750 users).
• Maintained and created new Chart of Accounts values, Trees for reporting, allocations, and configured the system completely for a new GL BU.
• Developed many queries and reports for end users

Confidential, TN

PeopleSoft Financials and HRMS Upgrade (8.0 to 9.0)

• Led the businesses requirements and Fit/Gap analysis initiative.
• Introduced release 9.0 new functionality (AM, AP, GL/ Payroll and HR) to the client and eliminated about 20% of the customizations due to the new functionality
• Implemented the multicurrency and led the global rollout and handled the tax issues
• Configured PeopleSoft system utilizing the multi-currency (revaluation, conversion and translation rules based on GAAP), alt account for local management reporting and consolidation functionality.
• Prototyped release 9.0 to the client
• Carried out the pre-upgrade and post upgrade step
• Developed/scripted and executed test case scenarios.
• Performed unit, UAT, system and integration testing
• Trained users on the new functionality
• Post upgrade support
• Established policies and procedures based on GAAP and best practices.

Confidential

PeopleSoft Financials (8.0 to 8.9) Functional Lead - GL, AR, AP/ Base Benefit/ HR

• Led the business requirement and fit/gap phase. Managed client’s resources and coordinated/conducted workshops.
• Introduced 8.9 new functionality to the client
• Introduced best practices and strengthened internal control.
• Performed the pre-upgrade and post-upgrade tasks and configuration
• Configured the new functionality
• Finalized the test plan, wrote test scripts and performed unit, system and integration testing
• Trained end users and helped with the training material
• Worked closely with the tech team in defining the business requirements for custom work, produced functional design specifications and tested the customizations
• Lead the efforts to clean up/ reconcile AR open items utilizing the payment predictor functionality (closed around $700,000,000 worth of open items).

Confidential

PeopleSoft Functional Financials/Payroll Lead

• Lead the efforts in gathering the business requirements and conducting fit/gap analysis sessions.
• Effectively managed the client’s resources and coordinated all related tasks/timeline & budget.
• Worked with PeopleSoft delivered applications (GL, AP, AM/ Payroll) and custom applications as well.
• Developed functional and Technical design specifications. Conducted testing (unit, system, integration and user acceptance testing) and trained and rolled it out to the end users.
• Led the global GL roll out to Latin America and Europe where I:
• Configured new GL BUs
• Established chart of accounts accommodating local statutory reporting needs via Alt Account functionality
• Designed multi - book ledger (translation) and ledger group for multi-currency reporting (supporting currency conversion, translation, Triangulation and evaluation).
• Configured Allocation steps and group for intra and inter BU allocations
• Designed consolidation and reporting trees.
• Developed tech and functional specs for third party interfaces
• Introduced best practices and wrote policies and procedures around the new system.
• Participated in writing the training manual and conducting the training sessi
• Configured and implemented Entry Events for various transaction types (multi-book ledgers, intra-inter-unit JEs, Budgetary and proprietary JEs, Configured Entry Event source definitions, processes, steps and codes. Utilized both GLJE Entry Event GLJEADL as well.
• Developed month end and year end closing manual which spells out all steps that need to take place in order to:
• Close sub-systems and reconcile them to GL
• Publish closing schedule and cut off time
• Close various types of ledgers
• Establish procedure for handling and approving adjustments
• Produce reports
• Opening new year and period for various modules/ledgers
• Developed closing rules
• Run and troubled shot the closing process (GLPCLOSE).
• Run the undo close process and run the closing process in TEST mode to validate the data/ rules before actually running the close process.

Confidential, NY

PeopleSoft Functional Lead - Global Roll Out

• Conducted Fit/Gap analysis for GL, AR/BI and AP for South America, Asia, Europe and Australia.
• Configured PeopleSoft system utilizing the multi-currency (revaluation, conversion and translation rules based on GAAP), alt account for local management reporting and consolidation functionality.
• Conducted unit, integration and user acceptance testing.
• Trained end users and set up policies and procedures.
• Designed and implemented a global roll out plan for all regions.
• Addressed some local challenges e.g. taxes requirements in Brazil and delivered an efficient solution to their reporting needs

Confidential, NY

Sr. PeopleSoft Consultant & Lead (Contract)

• PeopleSoft Functional lead on 7.5 to 8.8 upgrade for GL (with multi-currency and consolidation), AP and AR/BI/AM models. Configured PeopleSoft system utilizing the multi-currency (revaluation, conversion and translation rules based on GAAP), alt account for local management reporting and consolidation functionality.
• Conducted the fit/gap analysis and introduced the new functionality in 8.8.
• Configured the various modules to meet new business requirements and the new 8.8 functionality.
• Prepared test scripts and conducted unit, user acceptance & integration testing.
• Wrote training manual and trained end users.
• Worked on the Euro conversion project where I provided the functional expertise.

Confidential

Sr. PeopleSoft Consultant & Lead (Contract) Reston, Virginia

• Utilized PeopleSoft security 8.4 and setup security for various PeopleSoft applications (HR, Benefit / Payroll /GL, AP/PO, AM, eProcurement) for Confidential Corporation.
• Strengthen Confidential ’s internal control procedures via security and implementing segregation of duties and introducing best practices.
• Configured, tested and supported PeopleSoft AR-Billing and for NobleStar Corporation utilizing 8.4 PeopleSoft release.

Confidential, Maryland

Travel & Expense & GL Business Process Lead (contract)

• Heavily involved in gathering the IRS business requirements conducted fit/ gap analysis.
• Prototyped PeopleSoft system and documented IRS TO BE business processes including, appropriation, apportionment, allotment, allocation, reimbursable, cancelled year payments, upward & downward adjustments, user fees, custodial accounting, commitment, obligation, disbursement, budget supplement and rescission and year end close.
• Configured GL, and Fund Management (commitment control) systems and documented the configuration utilizing Confidential Methodology and USSGL and Federal government’s requirements.
• Participating in establishing training manual and test scripts. Also, built the IRS security matrix and profiles.
• Work on some of the fund management report specification like SF 132, SF 133 and FACT I & II.

Confidential, Reston, Virginia

PeopleSoft Functional Lead (contract)

• Worked on the PeopleSoft GL (commitment control as well) & AP/PO implementation for HUD in Washington D.C. Reviewed PeopleSoft configuration and recommended some changes to optimize functionality. Headed the QA initiatives and made some changes to the structure and configuration in order to optimize processes.
• Worked on the statement of financing, cost, budgetary resources and other reports utilizing my nVision experience (Utilized the advanced features of nVision like nPlosion and drilldown functionality).
• Managed and developed the testing strategy including user s acceptance, unit, integration and stress testing.
• Designed and documented GL business processes, established policies and procedures and introduced best practices.
• Configured and implemented Entry Events for various transaction types (multi - book ledgers, intra-inter-unit JEs, Budgetary and proprietary JEs, Configured Entry Event source definitions, processes, steps and codes. Utilized both GLJE Entry Event GLJEADL as well.
• Developed month end and year end closing manual which spells out all steps that need to take place in order to:
• Close sub-systems and reconcile them to GL
• Publish closing schedule and cut off time
• Close various types of ledgers
• Establish procedure for handling and approving adjustments
• Produce reports
• Opening new year and period for various modules/ledgers
• Developed closing rules
• Run and troubled shot the closing process (GLPCLOSE).
• Run the undo close process and run the closing process in TEST mode to validate the data/ rules before actually running the close process.

Confidential, Pleasanton, California

PeopleSoft Financials, Functional Lead

• Heavily participated in introducing best practices and closing procedures that resulted in a very smooth and successful month-, quarter- and year- end close process.
• Led and Managed the PeopleSoft Global support for all users World Wide (USA, Latin America, Europe, Middle East, Canada and Asia).
• Configured new GL BUs as needed to accommodate expansion
• Conducted fit/gap analysis and configured GL, AR/BI and PO systems (release 8.4).
• Implemented PeopleSoft methodology in developing and applying new modifications to various applications.
• Paid immediate attention to users' issues and established close relationships with them.
• Streamlined business processes; successfully managed and delivered solutions to the business owners.
• Managed budget upgrade and PeopleSoft Euro (multi-currency) projects for all EMEA business unites and successfully delivered business solutions.

Confidential, San Francisco, CA

PeopleSoft Functional Lead

• Headed the application group department to build the application infrastructure for the company utilizing a PeopleSoft solution.
• Managed a team of 15 staff and guided both PeopleSoft (Financials & HRMS) and Cognos implementations.
• Designed, implemented and configured GL, AR, BI, PO, AP& AM and directed all phases through the project cycle.
• Conducted fit/gap analysis, system design & construction, engineering workshops, testing, training, enabled security and created users’ profiles, IDs and classes, and post-implementation support.
• Developed monthly close procedures and set up job schedules and processes. Developed go-live strategy including user acceptance testing and support methodology.
• Defined policies and procedures around the new system and established training manuals for all users. Developed conversion strategy, set up trees and security profiles, and groups.
• Streamlined several business processes and introduced best practices that served as a road map which helped the company transform itself from a start-up mode.

Confidential, Seattle, WA

PeopleSoft Functional Lead (contract)

• Worked with Big Five and PeopleSoft consulting firms in implementing Asset Management, AP and GL systems for Confidential Company.
• In charge of asset management tax and functional implementation.
• Set up 8 different tax books to ensure compliance with governmental agencies and reporting requirements.
• Went through full implementation (requirements and gap analysis, system design and construction, prototyping, testing and training).
• Heavily involved in property tax reporting, tax credits, ADR classes and tax depreciation for different books.
• Set up 12000 accounting entry templates and designed a strategy for conversion.
• Defined the client's reporting requirements and helped design several reports to meet these needs utilizing Query, nVision and Crystal reporting tools. Enabled security and created users’ profiles, IDs and classes.

Confidential, San Francisco, CA

PeopleSoft Functional Lead

• Extensive experience in PeopleSoft General Ledger, Accounts Receivable, Order Management, Purchasing, Project Costing, Accounts Payable and Asset Management.
• Went through full implementations (requirements, system design and construction, prototyping, production, testing, maintenance and conversion and interfaces documentation).
• Designed and developed financial reports for PeopleSoft nVision, Query and Crystal reporting.
• Performed user acceptance testing and developed test scenario scripts; managed client-testing effort.
• Performed system wide impact analysis for changes and enhancements.
• Facilitated issue/ design resolution for application team, documented system policies and procedures, and user manuals.
• Performed fit analysis documenting requirements and estimating the amount of time needed for customization, reporting and interfaces.
• Established control tables and application tables; conducted walk through of the modules.
• Introduced best practices throughout the implementations and heavily participated in enhancing and developing TSC methodology.
• Defined trees and summary ledgers for reporting. Went through formal training at PeopleSoft University for GL, PO, AM, OM, PC, AP, AR, People Tools I & II, Query, SQL, Crystal, OLAP, Process Scheduler, nVision and Tree Manager.
• Multi-currency implementation for the 16th largest software corporation in the world ( Confidential Inc), which included 12 foreign business units, triangulation, translation, conversion, revaluation, multi-book ledgers, and Euro.
• Designed new panels, enabled security and customized some of the existing panels to meet clients’ requirements.
• Developed panel navigation to show base tables, panels, path, fields and valid values. Developed a complete questionnaire to help clients better identify their requirements. Supervised other consultants and offered internal training.

Confidential, Sunnyvale, CA

Controller

• Assumed full responsibility for all accounting functions (AP, AR, PR, Inventory, GL, Closing issues, Cash / Fixed assets management and financial statement analysis).
• Managed budgeting and forecasting process, variance analysis, reporting and control for the corporation.
• Established and enforced internal control policies and procedures. Prepared reports for management and external auditors.
• Managed the company’s benefit program, bank relations and insurance. Prepared tax returns for sales and use, property, payroll, federal and state.
• Performed tax analysis and research and represented the company before the Internal Revenue Service.
• Supervised system implementation, conversion, interfaces and customized new reports to meet Zarak’s requirements. Full understanding of GAAP theory and practice.

Confidential, McLean, VA

PeopleSoft Consultant

• Implemented the complete set of PeopleSoft Financials and Order Management, utilizing a full lifecycle (Requirements, Development, Testing, Documentation, and Maintenance).
• Developed and customized various AR, INV, AP, P0, BI, OM and Crystal reports. Designed new panels and modified existing ones.
• Established a strong relationship with clients, effectively managed client team and project, paid immediate attention to issues, provided alternative solutions to certain issues and demonstrated different scenarios and the impact of each scenario on the overall structure.

Confidential, Pentagon City, VA

Senior Accountant

• Worked in the internal auditing department.
• Enforced internal control procedures and policies, audited B/S, I/S items and made recommendations for improving internal controls.
• Coordinated and prepared documentation for management and external auditors.

Confidential, Fairfax, VA

Tax Analyst

• Prepared corporate sales and use, property and payroll tax returns for more than 40 branches in 20 states.
• Conducted tax planning, consulting and research to minimize taxes.
• Reviewed and prepared multi-state and consolidated tax returns.

Confidential, Annandale, VA

Controller

• Headed the Accounting department and assisted in the development of a computerized Accounting system. AR, AP, PR, inventory and fixed assets management.
• Prepared F/S, F/S analysis, budgeting and forecasting. Set up payroll system and prepared payroll tax returns.

Confidential, Missouri

Accountant

• Performed full cycle of accounting functions: GL, adjusting entries, F/S, FS analysis, AP, AR, PR, fixed assets and inventory management.
• Prepared tax returns for individuals, partnerships, corporations and Estate and Trust.