SUMMARY:

• A proven top - level PeopleSoft Financials Functional Consultant.
• Extensive financial background in business processes specializing in a General Ledger environment.
• Key strengths include analytical problem solving, strategic enhancement solutions and proven leadership skills, proficient in data extraction through query and nVision.
• Excellent communication and organizational skills.

PROFESSIONAL EXPERIENCE:

Confidential

• Created, tested and implemented a suite of nVision reports for the corporate office, including a new 10K and 10Q, income statement, balance sheet and rolling trial balance.
• Provided nVision reporting support of a PeopleSoft 9.2 upgrade.
• Provided GL SME support on an as needed basis, including new tree development and revaluation rules.

Confidential

• GL Lead for a PeopleSoft FSCM 9.2, Oracle EBS to PeopleSoft implementation 8.54
• Comprehensive unit testing of configured environment, test all nvision layouts in 9.2.
• Complete Functional Design Docs for GL Patient Billing Interfaces, validate data.
• Design and build 2 new Combo Edit trees.
• Configure Capital Acquisition Planning pages of AM to integrate with PO & AP.

Confidential

• GL Lead for a PeopleSoft FSCM 9.0 to 9.2, tools 8.54 upgrade effort.
• Comprehensive unit testing of the new environment, test all nvision layouts in 9.2.
• Configure and re-design of 17 comprehensive combination edits.
• Design and build 5 new Combo Edit ChartField trees.
• Design, build and test new nVision layouts for capital based project initiatives.

Confidential

• Led a PeopleSoft GL 9.2 effort for post go live production support.
• Re-converted two years of ledger data at the proper FX rates.
• Configured eliminations, translate within ledger rules as well as a worldwide consolidation process.
• Design, build and test new nVision layouts for global Income Statements with variations, Balance Sheets, management reports and international scopes.
• Implemented automatic bank reconciliation processes.

Confidential

• Integral part of a development team that provided Go-Live production support for 50 plus business units using PeopleSoft 9.2 GL.
• Tested Budget load process and data validation.
• Test and run Average Daily Balances for Budgets.
• Build and test corporate allocation steps.
• Overall General Ledger, Query and nVision production support issues.

Confidential

• Performance tuning and troubleshooting nVision layouts.
• Complete an overall best practice document for nVision reporting including Business Unit placement in the layout, configuration changes to report requests using Report Books.
• Added tree performance options to each impacted layout.
• Examples include forecast reports taking 45 minute to complete down to 3 minutes, a 10 minute report down to one minute.
• Reduced server load at peak close times for reports by over 50%.

Confidential

• Completed a re-assessment of a previous 9.1 implementation.
• Implement new GL processes including 9 combo edits rules and groups.
• Resolve problems with JRNL1 upload process.
• Review existing reports and suggest new nVision reports to enhance the 9.1 upgrade.
• Developed GL Design docs for 9.1 implementation.
• Configured all baseline GL configuration.
• Designed 12 new Allocation Steps.
• Implemented InterUnit accounting for GL, AP and billing, including elimination setup and consolidation.
• Developed 8 nVision reports, some with Japanese character description for accounts.
• Setup Standard Journals, and customized JRNL1 spreadsheet.

Confidential

• GL Lead for a 9.1 Chart of Accounts redesign which combined two separate COA’s Hospital and Physician groups.
• Designed and configured new ChartFields, Physician Revenue by Discipline as well as different Patient types, Payor, Revenue Types and Service Lines.
• Configured New departments to accommodate HCA requirements.
• Designed and configured Combo Edit requirements to improve provider revenue reporting.
• Developed new Combo Edit trees.
• Re-Designed the JRNL1 Spreadsheet to reflect the new ChartFields.
• Developed GL Test cases for Integration and UAT testing.
• Created Acctg entry definitions and new Journal Entry Templates for AP, InterUnit.
• Minimized journal errors in the Patient Billing and Hospital Billing loads into PeopleSoft. Instrumental in adding new stat accounts and loading stat journals to increase the use of Hospital Metrics within PS. Worked closely with the Payroll consultant and the payroll super user to get the correct data to the HR ACCTG LINE,
• Triage Production support issues after Go-Live. Crosswalk was developed for the change in existing ChartFields.

Confidential

• GL Lead for an implementation of the UK and AsiaPac financial systems on to the global North American PeopleSoft 9.1 platform.
• Completed Fit/Gap documentation and GL blueprint activities as well as completing the design and prototype documentation.
• Requirement gathering for all ChartFields and GL/Ledger setup.
• Completed UK RICE inventory list.

Confidential

• Coordinated an nVision layout consolidation project to reduce the number of nVision layouts.. Reduced the number of report requests from over 700 to a manageable 200.
• Created new nVision layouts for gross margin, branch contribution and P&L layouts.
• Developed new scopes and scope variables for the output.

Confidential

• GL Lead for a global rollout of Financials 9.1.
• Responsible for all GL deployment activities including impact analysis, local statutory setup and specifications worldwide.
• Designed and configured a worldwide consolidation tree and elimination sets.
• Developed and configured 11 combo edit rules, groups and trees.
• Enhanced open item accounting with customized views for employee advances.
• Developed detailed VAT design docs for three European countries.
• Documented the GL and VAT configuration guide.
• Troubleshoot production support activities as needed.

Confidential

• Legacy to PeopleSoft 9.1 Financials Implementation.
• Tasked with Asset Management and Project Costing conversion and mapping files for 16 Business Units.
• Liaison with functional experts and communicate tasks with technical script writers.
• Developed a test strategy plan for Ministry readiness.

Confidential

• Developed several nVision accrual reports for Capital Expenditures based on Projects costing.
• Developed new project costing trees to facilitate this reporting requirement, created new timespans.
• Recommended new processes to facilitate how Projects are stored in PeopleSoft.
• Created new nVision operational expense reports and scopes for IT- Finance departments.
• Developed a complex query for a customized AP/PO drilldown. Build GL/AP reconciliation queries.

Confidential

• PeopleSoft Statewide Financials 9.0 implementation.
• Assist in the production of test script storyboards for GL, AP, PO, AR, BI, TE in conjunction with the functional team and state business analysts.
• Participate in the conference room design pilots for all financial modules.

Confidential

• Created, tested and implemented a suite of nVision reports for the corporate office, including a new 10K and 10Q, income statement, balance sheet and rolling trial balance.
• Provided nVision reporting support of a PeopleSoft 9.0 upgrade.
• Provided GL SME support on an as needed basis, including new tree development and revaluation rules.

Confidential

• PeopleSoft HCM 8.4 to 9.0 and Financials 8.4 to 9.0 upgrade project.
• Assist in the coordination of UPK training content development and delivery in conjunction with the Functional Team and SMEs.
• Responsible for developing customized User Productivity Kit (UPK) material for GL, nVision and Purchasing.

Confidential

• Developed a series of nVision reports and provided users the ability to support future development of the reporting toolset.
• Develop new reporting trees and transferred this knowledge to the users. Debug and modify existing nVision reports.
• Designed and tested new allocations and recommended the creation of a new ChartField for the allocation target so it meets the Joint Oversight Board for the State of Qatar and the University’s reporting needs.
• Created reports for the College to track Grants using Commitment Control. In Campus Solutions, create new tree structures for nVision tabular reporting.

Confidential

• Assist in the coordination of UPK training content development and delivery in conjunction with the Functional Team and SMEs.
• Responsible for developing customized User Productivity Kit (UPK) material for a GL/AP 8.9 upgrade project for 400 plus users.
• Provided GL/nVision SME support on an as needed basis for the upgrade.

Confidential

• Created, tested and implemented a suite of nVision reports for the corporate office, including a new 10K and 10Q, multi-dimensional income statement, balance sheet and rolling trial balance. Provided nVision reporting support of a worldwide PeopleSoft 8.9 upgrade.
• Provided GL SME support on an as needed basis, including new tree development and revaluation rules.

Confidential

• Training/Communication Lead for a PeopleSoft HCM 8.4 to 8.9 and Financials 8 to 8.9 upgrade.
• Develop training plan, complete training needs assessment, execute training curriculum, and coordinate website development and training tasks/schedules.
• Developed communication plan for the rollout of Time and Labor to 3000 plus employees.
• Oversee UPK training content development and delivery.

Confidential

• GL Lead on an international environment for a global deployment of PeopleSoft 8.8 GL, AP, Expenses and Billing.
• Liaised with GL users to gather global report requirements.
• Developed functional and technical report specs for the Business Objects report developers. Responsible for adapting PS GL Finance Core model to local sites requirements with local key users.
• Participated in all major GL deployment activities including deployment launch, impact analysis, data migration validation, local setup/customization specifications, facilitating and running the year end close processes, documentation, training, testing and user acceptance.

Confidential

• Integral part of a global team that provides production support for 400 plus business units using PeopleSoft 8.0 GL and AP.
• Created, tested and implemented new combo edit rules. Tested tree changes in development using tree manager.
• Created, tested and implemented a suite of nVision reports for the corporate office. Developed hundreds of nVision reports, including multicurrency, tax and VAT reports for the UK office.
• Performed global impact analysis for the reduction of 600 expense accounts and a reorganization of 90 European departments.
• Developed test scripts for an expense account reduction project. Liaise with global business owners regarding application, configuration and business process issues in a multicurrency environment.
• Developed procedures for revaluation, translation, elimination, Equitization and consolidation processes and AP voucher approval. Provided support of a worldwide PeopleSoft GL and AP version 8.0 upgrade for North America including a new implementation for European business units.

Confidential

• Lead consultant providing onsite production support for a version 8.8 implementation of GL, AP
• Developed a strategy and implemented reclassification of incorrect data from a feeder system.
• Developed numerous queries for the global accounting department.

Confidential

• Customized the PeopleSoft 8.0 EUT AP courseware and developed client specific individual exercises to accompany the end user guide.
• Developed the BNY Asset Management user manual using the PeopleSoft delivered EUT guidelines and templates.
• Incorporated specific bank policies and procedures into each guide. Review and test PeopleSoft updates and fixes applied to the environment.

Confidential

• Provided implementation support of a Fund wide PeopleSoft GL, AM, AP, Expenses, Project Costing and Purchasing version 8.0 implementation.
• Edited and developed user acceptance test scripts for all modules including nVision and Query.

Confidential

• Provide implementation support of an agency wide PeopleSoft AP and Purchasing version 8.0 implementation.
• Gathered requirements and design docs for customizations.
• Managed the design and development of courseware for the instructor led delivery of Procurement and nVision.
• Created web based training content.

Confidential

• Contracted to provide deployment leadership in support of a global enterprise-wide PeopleSoft GL, AP and PO version 8.0 implementation.
• Developed an Education Plan for Confidential including a learning needs analysis, learning product design, curriculum strategy, course definition, performance support needs analysis, resource and delivery scheduling and post implementation support.
• Prepared a global training budget.
• Completed a detailed Project plan. Liaison with the change management team to ensure a smooth transition.
• Defined the approach and media vehicle for the initial rollout in the UK and France.

Confidential

Develop a customized nVision training manual for deployment in Arizona, Minnesota and Georgia. Provided direction and support for the power users in GL, Query and nVision.

Confidential

Developed and performed test scripts for updates and fixes applied to the new environments. In corporate government policy and procedures into the scripts, assist with user acceptance testing, developed and wrote test scripts, QA testing of the Billing module, develop job aides.

Confidential

Responsibilities include preparing a training plan, defining resources, defining user groups, and developing a customized database. Managed the coordination with IT for classroom setup in four locations, including a customized Projects training manual, scheduling 320 plus students for on time training, production of training related job aides, provide standup end user training delivery.

Confidential

Assisted team lead of Confidential. with the rollout of 200 plus PeopleSoft General Ledger, nVision and Query end-users. Lead the user acceptance testing. In corporate Safeco policy and procedures, rules and responsibilities. Instructional design developer of customized curriculum to be Safeco specific.

Confidential

Responsible for supporting and maintaining the customized phase II environment. Performed a pilot deployment program to change agents prior to rollout. Responsible for standup delivery of course material, classroom refreshes and setup prior to delivery. Assisted development team in defining and solving offsite SQR and nVision reporting issues prior to go live. Assisted change management team to ensure a smooth end user transition for corporate accounting users as well as hotel controllers.

Confidential

Certified PeopleSoft Trainer with General Ledger expertise in Version 6.0, 7.0 and 7.5. Proficient in implementing all aspects of the General Ledger product. Subject matter expert for two GL implementations. Developed mission and charter for the projects, documenting overall goals, objectives, and determining critical success factors.