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Peoplesoft Financial Functional Lead Resume

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CA

SUMMARY

  • Senior Consultant in BearingPoint’s (Big 4) Financial Services practice.
  • Process expertise in Procure to Pay and Record to Report business processes in Financial Services, Technology & Telecommunications, Media, Transportation industry verticals.
  • PMI certified Project Management Professional (PMP).
  • Around 9 years of IT experience. 7 years of experience in PeopleSoft Financial environment as a functional and techno-functional consultant.
  • Experience in Implementation, Production Support, Customization, Upgrades and Troubleshooting in AP, PO, GL, AR and AM modules.
  • In-depth knowledge of PeopleSoft Development Life Cycle (PDLC) Fit/Gap Analysis, Design, Data Conversion, User Interface Customization, Unit / Integration / System /Acceptance Testing, End User Training.
  • Strong experience in interface design, data mapping and data conversions.
  • Strong Experience in nVision and Crystal reporting.
  • Knowledgeable in Integration tools like Application Messaging, Component Interface and Business Interlinks.
  • Adept at analyzing business processes and user requirements.
  • Well-versed in Workflow design.
  • Expertise in writing PS Queries.

ERP Software: PeopleSoft FSCM – 7.x/8.x/9.x

Programming Languages: PL/ SQL, C++, C, Java, Visual Basic, Java Script.

Development Tools: Application Designer, People Code, Configuration Manager, Application Engine, Data Mover, Crystal Reports 10.0/9.0, nVision, ODBC, HTML, XML, ASP, Rational Suite Products, Visio, MS Project

Databases: MS SQL Server 2000/7.x, Oracle 11.x/9.x/8.x, DB2, MS Access.

Operating Systems: Windows XP, 2000, NT, Sun Solaris 2.6, AIX 4.3, Linux 7.2

PROFESSIONAL EXPERIENCE

Client: Confidential, CA Nov ’07 – Present

Vendor: Confidential,

Role: PeopleSoft Financial Functional Lead

Environment: PeopleSoft 9.0, Oracle 9i, Windows XP, Visio, Crystal Reports 11, nVision, PS Query (GL, AP, PO, AM, Expenses, ePro)

esurance Inc, is one of the fastest growing auto insurance companies in the country, offering auto insurance to over 85 percent of the nation’s drivers. Esurance is a part of White Mountains Insurance Group.

Project: This was a new implementation of PeopleSoft 9.0 GL, AP, AM, ePro and Expenses. This has been a support contract since September 2008.

Responsibilities:

  • Led a team of three technical and 2 functional consultants with hands-on implementation as a functional lead for Accounts Payable 9.0 and General Ledger 9.0 modules.
  • Designed and configured chart-fields for esuarnce. Modified and customized chart-field labels to suit esurance business.
  • Configured Business Units, Ledgers and Ledger Groups.
  • Configured Journal Sources.
  • Designed and configured combination edits and closing rules.
  • Designed GL Journal approval workflow.
  • Created nVision Balance Sheet reports. Modified and maintained Income Statements, Trial Balances and Cash flow statements for existing Business Units.
  • Configured new Allocations including Inter-Unit Allocations.
  • Configured ACH layout, payment source and pay-cycle steps.
  • Designed and configured payment handling codes and payment term timing codes.
  • Designed and configured vendor categories and withholding codes (1099)
  • Designed, configured and tested ACH and check payments with Bank of America.
  • Designed AP Voucher approval workflow.
  • Created nVision Balance Sheet reports for new Business Units. Modified and maintained Income Statements, Trial Balances and Cash flow statements for existing Business Units.
  • Maintained Business Units and Accounts reporting tress using Tree Manager.
  • Configured new Allocations including Inter-Unit Allocations.
  • Assisted users in suspense journal corrections. Worked with enhanced 8.8 Spreadsheet Loader and Excel to CI utility.
  • Performed month-end and quarter-end close. Troubleshot out of balance Balance-sheets.
  • Configured new Journal Source and troubleshot new GL Interface issues.
Client: Confidential, NY May ’07 – Nov ‘07

Vendor: Confidential,

Role: PeopleSoft Financial Functional Lead

Environment: PeopleSoft 9.0, PeopleTools 8.47, Oracle 9i, Windows XP, Visio, Crystal Reports 11, nVision, PS-Query (GL, AP, PO, AM, T&E,AR, BI, CA, and PC)

JWT is the largest advertisement agency in the US. It is owned by the global conglomerate WPP, London. It is the fifth largest agency network in the world with annual revenues of $1.2 billion.

Project: This was a new implementation of PeopleSoft Financials 9.0 to replace multiple legacy financial systems at JWT.

Responsibilities:

  • Performed business process review for AP and GL process at JWT.
  • Performed Fit-GAP analysis to gather requirements for GL and AP implementation.
  • Performed conference room pilots to demonstrate new GL and AP functionality.
  • Documented GL and AP business processes using a master process blueprint. Created process flows in Visio.
  • Designed and configured GL and AP business units.
  • Designed GL Journal Approval workflow.
  • Designed and configured chart-fields and combo-edits.
  • Created nVision Balance Sheet, Income Statements, Trial Balances and Cash flow statements reports.
  • Worked with enhanced 9.0 Spreadsheet Loader and Excel to CI utility.
  • Configured month-end and Year-end close. Configured new Journal Sources.
  • Designed and tested GL Interface.
  • Converted Ledger Balances for prior two years to the new PeopleSoft GL.
  • Converted 3000 legacy vendors to AP Vendor Master.
  • Designed and configured match rules, payment source and payment term timing codes.
  • Wrote design decision document to justify many to one AP – GL business unit mappings.
  • Configured Locations, Calendars, Asset Books and created AM Business Units.
Client: Confidential, KS Jan ’07 – Apr ’07

Vendor: Confidential,

Role: PeopleSoft Financial Functional Lead

Environment: PeopleSoft /8.0/8.4/9.0, Oracle 9i, Windows XP, Visio, Crystal Reports 9, nVision, PS-Query (GL, AP, PO, AM, T&E, EPM)

EMBARQ is a Fortune 500® telecommunications company providing a portfolio of services that includes local and long distance home phone service, high-speed Internet, wireless, and satellite TV.

Project: This was a financial process re-engineering project to streamline EMBARQ’s financial and supply-chain processes into industry leading practices. This was also an upgrade project for PeopleSoft Financials- from 8.4 and 8.0 to PeopleSoft 9.0

Responsibilities:

  • Conducted business process review workshops with EMBARQ’s SMEs to review the existing Record to Report process.
  • Analyzed Record to Report processes and suggested improvements according to industry best- practices to reduce the book closing cycle-time from 15.3 days to less than 4 days.
  • Created enterprise wide- ‘as-is’ and ‘to-be’ Finance process-flows.
  • Wrote decision documents to recommend the implementation of a reporting environment separate from the currently used existing transactional environment.
  • Performed Cost/Benefit analysis for upgrade from PeopleSoft 8.0 and 8.4 instances to a unified PeopleSoft 9.0 instance on an application by application basis.
  • Created project plans for upgrade for PeopleSoft GL 8.0 and GL 8.4 to GL 9.0 and AP 8.4 to AP 9.0
Client: Confidential,WA Aug ’06 – Dec ’06

Vendor: Confidential,

Role: PeopleSoft Financial Functional Consultant

Environment: PeopleSoft 8.3/8.0, Oracle 9i, Windows XP, Visio, Crystal Reports 8, nVision, PS-Query (GL, AP, PO, AM, T&E, EPM)

Washington Mutual is one of the largest commercial and retail banks in the US. WaMU also provides home mortgage and credit card services.

Project: This was a new implementation of Asset Management WaMu. WaMu was restating its financials for preceding three years.

Responsibilities:

  • Defined Asset Categories and created Assets Accounting Entry Templates.
  • Configured Locations, Calendars, Asset Books and created AM Business Units
  • Created Asset Profiles and Asset Categories.
  • Configured cost types, categories and capitalization limits.
  • Defined and configured AM Business Units.
  • Configured depreciation schedules.
  • Documented and created Asset management process blueprint.
  • Performed Asset maintenanceAsset Adjustments, Re-categorizations and Transfers. Retired and Reinstated assets
  • Troubleshot resetting of Asset Depreciation without deleting the entire Asset
  • Troubleshot deleting of Asset Profiles.
  • Troubleshot changing the default (AM) depreciation during asset Re-categorization or retirement.
  • Modified Asset Net Book Value Crystal (AMNB1000) report.
  • Troubleshot Depreciation (AMDP2300) by Fiscal year report.
Client: Confidential, TN Oct ’05 – Aug ’06

Vendor: Confidential,

Role: PeopleSoft Financial Functional Consultant

Environment: PeopleSoft 8.8/8.0, Oracle 9i, Windows XP, Visio, Crystal Reports 9, nVision, PS-Query (GL, AP, PO, AM, T&E, EPM)

FedEx is a $38 billion transportation and supply chain global industry leader.

Project: This was an upgrade for PeopleSoft Financials 8.0 to PeopleSoft 8.8. This was a global project spanning North-America, South America and Asia Pacific for FedEx.

Responsibilities:

  • Involved in estimating the Scope, Budget and Time-line for People Tools, Application and Customization upgrades.
  • Applied Project UPGOPT Via the AU Database.
  • Ran and reviewed multiple pre-upgrade application specific reports like UBI8X02, CIN8000, CIN8002 and UPO8X01.
  • Posted all AP transactions to create accounting entries and closed Pay-Cycles prior to upgrade of the AP module.
  • Involved in designing and Data mapping for several interfaces in GL and AP like CIS to AP interface, ACH interface, ProCard Interface.
  • Installed Upgrade Assistant and created Upgrade Assistant jobs.
  • Modified, ran and reviewed Upgrade Compare Reports and Upgrade compare process.
  • Involved in unit, system, and integration testing for AP, PO, and GL modules. Used SQA Robot and Test Director.
  • Created test scripts for Journal Entry, Journal Upload and Journal Processing.
  • Designed and mapped data for a conversion program which reads the data from a flat file and writes it into a file so that Journal load program (GLS9002) will read that data and insert into Journal Tables.
  • Troubleshot Journal Generator process for ‘missing Inter-Unit Accounting Lines’, ‘Unbalanced Journal Entries’, ’subscript out-of range’ errors.
  • Used ‘Ledger Vs Journal Integrity Report‘(GLS7010) for troubleshooting discrepancies between out-of-sync Ledgers and Journal tables.
  • Created and executed Test Scripts for unit testing in GL for testing ‘Journal Entry’, ‘Open a Period’, ‘Close a Period’, etc functionality.
  • Created various Summary Reports for General Ledger using nVision.
  • Setup Banks for Accounts Payable. Involved in setup of Sales and Use Tax defaults and options.
  • Setup Payment Timing codes, Single and Multiple Pay Terms.
  • Established Vendors, Vendor Locations and Vendor Pay Group Codes.
Client: Confidential, VA Feb ’05 – Sep ’05

Vendor: Confidential,
Role: PeopleSoft Financial Functional Consultant
Environment: PeopleSoft 8.8/8.0, Oracle 9i, Windows XP, Visio, Crystal Reports 9, nVision, PSQuery (GL, AP, PO, AM, T&E, EPM)

Capital One is a Fortune 500 Financial Services company and a leader in the Credit Card industry.

Project: This was a PeopleSoft 8.0 to PeopleSoft 8.8 upgrade project with production support role during the upgrade.

Responsibilities:

  • Created nVision Balance Sheet reports for new Business Units. Modified and maintained Income Statements, Trial Balances and Cash flow statements for existing Business Units.
  • Maintained Business Units and Accounts reporting tress using Tree Manager.
  • Configured new Allocations including Inter-Unit Allocations. Processed ADB for various Ledgers. Troubleshot multi-currency issues for various domestic and non- domestic Business Units.
  • Assisted users in suspense journal corrections. Worked with enhanced 8.8 Spreadsheet Loader and Excel to CI utility.
  • Performed month-end and quarter-end close. Troubleshot out of balance Balance sheets, multi–currency and ADB issues.
  • Configured new Journal Source and troubleshot new GL Interface issues.
  • Configured Locations, Calendars, Asset Books and created AM Business Units.
  • Defined Asset Categories and created Assets Accounting Entry Templates.
  • Created Asset Profiles and Asset Categories.
  • Performed Asset maintenanceAsset Adjustments, Re-categorizations and Transfers. Retired and Reinstated assets
  • Troubleshot resetting of Asset Depreciation without deleting the entire Asset
  • Troubleshot deleting of Asset Profiles.
  • Troubleshot changing the default (AM) depreciation during asset Re-categorization or retirement.
  • Modified Asset Net Book Value Crystal (AMNB1000) report.
  • Troubleshot Depreciation (AMDP2300) by Fiscal year report.
Client: Confidential,VA Jan ’04 – Jan ‘05 Vendor: Confidential,VA Role: PeopleSoft Financial Functional Consultant

Environment: PeopleSoft 8.8/8.4, Oracle 9i, Windows 2000, Oracle Integration Gateway, Visio Crystal Reports, nVision, PSQuery (GL, AP, PO, AR, BI, Cash Management, Deal Management, EPM)

Freddie Mac conducts business in the US secondary market mortgage. It is a mortgage
securitization firm. Freddie Mac is backed by the US Federal Government.

Project:COA Alignment’ project is a part of Sarbanes-Oxley compliance at Freddie Mac. This involves the alignment of COA for Financial Forecast system (NIMFEST) with the Freddie Mac’s corporate COA, for better reporting and compliance. This is a conversion and integration project with one time conversion for COA and integration for cash flow transactions data.

Responsibilities:

  • Interacted with NIMFEST business and technical analysts. Prepared a Conversion Strategy Document listing the various options for one time conversion of NIMFEST control data. Documented process flows, discussed assumptions, advantages/disadvantages of various options available.
  • Gathered functional requirements for COA maintenance for the NIMFEST Financial Forecast system through PeopleSoft framework. Documented functional specifications for the same.
  • Setup a new Journal Source, Accounting Entry Definition and Journal Generator Template for creating journal entries from the Financial Forecast System.
  • Configured Ledger Template, Ledger Group, Detail Ledger and setup Ledger for a Business unit.
  • Used Journal Generator process (FSPGJGEN) to convert Financial Forecasting accounting entries to Journal entries. Edited and Posted Journal entries to the new Forecast Ledger.
  • Mapped NIMFEST ‘Run Numbers’ to ChartFiled1 in Accounting Entry Definition to facilitate easy nVision reporting for various Forecast runs.
  • Created Crystal Reports for NIMFEST COA Maintenance in PeopleSoft.
  • Prepared an Integration Strategy Document listing the various options for real time integration of NIMFEST transaction data. Documented process flows, discussed assumptions, advantages/disadvantages of various options available and provided recommendations.
  • Prepared a step-by-step configuration document for setting up a new Forecast Ledger. Documented processes for converting the NIMFEST cash Flow data (Forecasting system transaction data) into Forecast Ledger in PeopleSoft as a part of training and knowledge transfer for the newly designed system.

Client: Confidential, VA Jun ’03 – Dec ’03
Vendor: Confidential, CA
Role: PeopleSoft Financial Functional Consultant
Environment: PeopleSoft 8.8, Oracle 9i, Windows NT, Crystal Reports, nVision, PSQuery (PO, AP, GL, AR, BI and AM)

Symantec is a global technology leader in providing security, storage and systems management solutions to help businesses and consumers secure and manage their information with annual revenue of $5.8 billion.

This was an ongoing implementation project with focus on reporting setup for GL and AP.

Responsibilities:

  • Created Accounting Periods, created users, Assigned Roles to users, completed unit testing to ensure that the customizations work as per requirements
  • Established Pay Cycles and troubleshot pay-cycle exceptions.
  • Debugged AP_PSTPYMT and AP_PSTVCHR for issues in payments and voucher posting.
  • Used Tree Manager to set up Summary Ledgers, security, and ChartField summarization rules, reporting hierarchies and rollup structure.
  • Worked with ChartField configurations, ChartField validation, combo edit checks in GL.
  • Participated in designing and setup of Statistical Accounts for use in various reporting functions.
  • Participated in setup of Inter-Unit Accounts for various GL Business Units.
  • Defined Summary Ledger ChartFields to be used in Summary Ledgers for most commonly used Summary Reports.
  • Created Summary Calendar and assigned Summary Ledgers to GL Business units.
  • Customized Crystal Reports for General Ledger like Closing Trial Balance (GLS1003), Open Item Accounting (GLS3000), Inter-Unit Accounting (GLS3001), and Standard Journal (GLS 7001).
  • Designed Unit Test Scripts for testing Tree related functionality like ‘Adding a Tree’, ‘copying a Tree’ and ‘Changing a Tree’.
  • Designed and executed Unit Test scripts for nVision functionality like ‘Setting up a Report Book’, ‘Testing Drilldowns’ and ‘ Testing Queries’.

Client: Confidential, GA Dec ’02 - May ’03
Vendor: Confidential, CA
Role: PeopleSoft Financial Functional Consultant
Environment: PeopleSoft 8.4, Oracle 9i, Windows NT, Crystal Reports, nVision, PSQuery (PO, AP, GL, AR, BI and AM)

Shaw Industries, a subsidiary of Berkshire Hathaway Inc, produces and sells flooring products for commercial and residential applications. This was an implementation project for PeopleSoft Financials to implement Financials best practices.

Responsibilities:

  • Participated actively in Fit / Gap analysis sessions. Analyzed existing business processes.
  • Set up new Payables Business Units. Defined Table Set sharing, SetId and Record Groups.
  • Configured AP matching rules, established AP accounts, distribution codes and set-up payment terms.
  • Troubleshot Journal Drill Down GL/AP when the Accounting Entry Definition is other than APDEFN.
  • Defined and setup SET IDs. Defined GL Business units and setup GL security with Permissions Lists, User Roles and Profiles.
  • Performed AP-GL reconciliation and created queries to check flag status to assist in future.
  • Assisted in correcting Commitment Control Budget Journal Errors from Journal Entry-Lines pages.
  • Developed AP Crystal Reports like, monthly payment distribution, vendor terms reports etc.
  • Performed matching validation between receipts, purchase orders, and invoices.
  • Wrote Queries like AP Vendor Total Payments Query, Purchase Order Accounting Review Query, Total Vouchers and Payments Query etc.
  • ‘Updated General Ledger’ by manually adding a target Ledger to each ADB definition (for accommodating numerous enhancements to the Average Daily Balances process)
  • Queried PO tables like PO_HDR, PO_LINE, PO_LINE_SHIP, PO_LINE_DISTRIB, and PURCH_ITEM_ATTRIB for troubleshooting PO processes.
  • Designed and developed a custom WorkFlow solution for RFQ approvals within the PO module.
  • Designed test plans for AP Vendor related functionality like, Vendor Definition, One-time Vendor Definition, 1099 Vendor Definition, Inactive Vendor and Vendor Maintenance.
  • Participated in creating test scripts and testing AP Interfaces like AP Positive Pay functionality.

Client: Confidential, Jun ’00 – Apr ’02
Role: PeopleSoft Financial Technical Analyst
Environment: PeopleSoft Financials 7.5, 8.0 (GL, AP, PO, AR, BI) modules, SQR, Oracle 8.x, PS Query, Crystal reports.

Edocs, Inc is the leading provider of customer self-service and e-billing software for the Global 2000 businesses. This was a PeopleSoft Financials implementation project to streamline the best financial practices and get real-time reporting of financial information.

Responsibilities:

  • Participated actively in implementation, customization and testing of various PeopleSoft Financial modules like General Ledger, Accounts Payable and Purchasing.
  • Worked in PO and AP modules for conversion of vendors.
  • Defined Item Categories and troubleshot errors in Units of Measure for Items.
  • Troubleshot errors in SpeedCharts. Defined new SpeedCharts to speedup data entry.
  • Designed Matching Controls, Matching Rules and troubleshot the matching process.
  • Participated in design of automatic vendor creation process to support customer refund integration.
  • Developed Trial Balance, Vendor Information reports using SQR in GL and AP.
  • Customized Accounts Payable reports like APY2050, APY3020 etc.
  • Set-up the Purchase Order Workbench to select various Purchase Orders.
  • Established Master Contracts for ease of maintaining various contracts with Vendors.
  • Troubleshot PO calculation process related to various types of sourcing like Flexible Sourcing, Schedule Split Sourcing etc.
  • Set up Approval workflow process using amount approval and chartfield approval for requisitions and PO’s in purchasing.
  • Troubleshot POP0005 process to identify and resolve issues like inconsistent printing of ‘Vendor Part numbers’.
  • Integrated Expenses with GL to post liabilities, payments etc.
  • Executed Test Scripts for unit testing PO functionality like ‘Requisition Loader’, ‘Purge Requisition Load Request’, etc.
  • Defined new GL Business Units, defined Journal Options, Approval options, and currency options for each new GL Business Unit
  • Setup and populated miscellaneous shared resource tables related to Currency and Calendar.
  • Setup Locations, Schedules and Time Spans control tables.
  • Participated in designing and implementation of a Journal Upload Process for all bulk non-automated Journal Entries.
  • Created User Training documentation for the Journal Upload Process.
  • Participated in designing and implementation of Online Journal Entry Template and validation checks for online journal entries.

Client: Confidential, Aug ’99 – May ’00
Role: Lotus Notes Application Developer / Systems Administrator
Environment: Lotus Notes, Domino 4.x / 5.x, Lotus Script.

Responsibilities:

  • Designed and developed Helpdesk an application to service 250 people in four different offices in Europe, Australia and US. Helpdesk averaged 20 – 25 tickets per day.
  • Web-enabled the application using HTML and Java Script. Defined role based access to the application, using Database ACL, Authors and Readers fields.
  • Helped define the processes and enforce them through workflow based notes application.
  • Generated email notifications using actions and Lotus Script agents. Generated reports using Crystal Reports to monitor the Helpdesk’s performance metrics.

Client: Confidential, OH Mar ’99 – Aug ’99
Vendor: Confidential,
Role: Lotus Notes Consultant
Environment: Lotus Notes, Domino 4.x, Lotus Script.

The Federal Reserve Bank of Cleveland is a part of the Federal Reserve System that serves the Fourth Federal Reserve District.

Responsibilities:

  • Developed sections of this application through the entire life cycle from requirements gathering to development & QA testing.
  • Maintained legacy code and added functionality to the new version beginning with new user requirements. Web enabled sections of the application.
EDUCATION
  • Project Management Certified
  • Masters in Computer Science
  • Bachelors in E&TC

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