CAREER SUMMARY:

• Over 16 Years of extensive PeopleSoft Financials & SCM experience in GL, Supplier Contracts, PO, AP, KK, AM, AR, BI, ePro and eSupplier
• Areas of expertise in PeopleSoft includes Full Life Cycle Implementations, Upgrades, Customizing modules, System Mergers, Configuration, Conversions, Integrations, Reporting and Production Support
• Extensive experience and expertise in leading Business requirement gathering, scoping & Integration planning, fit - gap analysis, data mapping, functional designs, developing test scripts and conducting end-to-end application testing
• Hands-on, with strong Functional expertise in PeopleSoft Setup and configurations with deep knowledge of Financials Business process flows and data structures in above listed PeopleSoft Modules
• Extensive experience in handling PS Production Support in a heavy Multi-currency, commitment control and customized environments.
• Extensive experience in analysis, design and development of PS Financial/SCM Reports using SQR, Crystal, nVision, BI Publisher, Tableau and PS query.

PROFESSIONAL EXPERIENCE:

Confidential, Albany, NY

PeopleSoft Functional Lead

Responsibilities:

• Worked with the steering committee members and legal to put together the RFP for the 9.2 Upgrade project. Lead the TEP panel to select and finalize the vendor.
• Lead PeopleSoft 9.2 Upgrade project - Conducting Discovery Sessions, Requirement gathering and Fit/Gap sessions, performed comprehensive analysis on new features vs. the customizations and the pain points, tracked and managed the entire retrofitting and testing process. Also Lead 2 PUM upgrades following that.
• Gathered requirement and designed BRDs and functional design documents for over 100 enhancements.
• Designed and set up AWE workflow for Budget Journal (KK), Voucher Approval, PO Approval and Supplier Contract Document Approval
• Configured and designed Workcenters, Dashboards, Activity Guides, and Pivot Grids
• Used and developed Test Framework to automate big portion of upgrade testing
• Utilized Event Mapping, Drop zones to minimize the maintenance and overheads that comes with upgrades
• Designed and set up Supplier Contract Internal Collaboration process.
• Automated the Contract document dispatch and execute functionality to automatically stage Supplier Contract Releases - in order to automate the redundant steps between Supplier contract creation and sourcing of Purchase orders. This reduced cost and increased the efficiency significantly.
• Set up the Financial Gateway to transit files directly to the Bank
• Cash Management: Set up facilities, configured fee codes and fee structures, cash forecast dimension, forecast rules, cash sweep structure, and investment pools
• Configured new ACH Layout, payment source and pay cycle steps and tested ACH & Check payment with BoA
• Designed Several Supplier Contract reports to report on Pre-encumbrance as Confidential business process dictates to record Pre-encumbrance from contracts rather than from Requisitions as delivered by PeopleSoft
• Configured Commitment Control Associated Budget Ledger functionality for linking Expense and Revenue Budget
• Configured new Forecast GL ledger for forecasting and tracking variance of projected budget and actual expenditure for Clean Energy Fund.
• Created and modified several Supplier Contract Document Library objects: Document Configurators, Clauses, Rules, Wizards, Binds etc
• Lead Production Support for 11 PeopleSoft Modules (Contract, PO, AP, GL, KK, AM, PC, CC, AR, BI, eSupplier) fixing numerous issues and pain points. Also Managed month-end close, year-end close, 1099s etc
• Activated and setup new Chartfield (CHARTFIELD2) for Clean Energy Fund project
• Lead and Designed several other enhancements - to list a few - Custom voucher load, PO Load, Supplier Contract load from file, Zero dollar PO Close, Voucher approval PO Close, Vendor Insurance expiration monitoring, Department re-org, balance conversions, Contract MWBE and SDVOB tracking, automatic notifications etc
• Involved in Implementation, design, set up of eSupplier module.
• Designed several new reports and enhanced a lot of existing reports and Queries to make them more accurate and meaningful

Confidential, Somerset, NJ

PeopleSoft Functional Lead

Responsibilities:

• As a functional lead on GL, AP, CM and PO modules for 9.2 Global Implementation (22 Business Units), conducted several workshops sessions for requirement gathering, fit-gap analysis and design.
• Set up and Configured the system for GL, CM and P2P modules for all 22 Business units
• Created Functional design documents on all RICEW (over 80 total requirements consisting of several Conversions, Interfaces, Reports and Enhancements) for GL and P2P modules
• Conducted CRP sessions to demonstrate the high level working design and functionality based on the gathered requirements.
• Created Test scripts for SIT and UAT for GL and P2P modules
• Created materials for users on GL and P2P modules

Confidential, NYC, NY

PeopleSoft Functional Lead

Responsibilities:

• As a functional Lead on the NYU-Polytechnic Integration project, conducted several scoping sessions on various functional areas with business users from both schools to identify Business processes unique to Polytechnic Institute.
• Gathered Business requirements and designed fit-gap, design docs, integration plan, cut-over plan & CoA mapping for the NYU-Poly Integrations
• Designed functional specs for Interfaces and conversion to load GL & KK balances, PC data and vendors for the Merger
• Set and configured Business Unit, Ledger, Ledger Groups, closing rules, Allocations & Inter-unit Allocations
• As a Subject Matter Expert on break-fix and functionalities of PeopleSoft GL, PO, AP, SC & KK modules, Lead Production Support for NYU & 13 Global Sites in a heavy multi-currency and Commitment control environment.
• Joint 1099: Identified and designed the solution for joint 1099 filing between NYU & and School of medicine (which is on separate PeopleSoft Instance altogether but falls under NYU Tax ID)
• Commitment Control set up redesign: Re-designed the commitment control set up on control and reporting ledger for the business requirement change on the budget checking roll up - Accounts were categorized within controllable and non-controllable accounts and the orgs were required to be budget checked at the Sub-dept roll up. Also re-designed the accounts and dept rollup trees
• Lead the Chart of Accounts Consolidation project where all the redundant Accounts, depts, Fund Codes, program and projects were removed and consolidated.
• Heavily involved with the ePro 9.0 Implementation project at Abu Dhabi with requirement gathering, designs, system set up, configuration and testing
• Improved the efficiency of 1099 filing by users to leverage the delivered 1099 related processes and reports. In addition created reports and Queries like Total payments Vs Withholding amounts, Vouchers where withholding not posted etc that would ensure the 1099s are accurate.
• Heavily involved with the maintenance pack (MP 12-16) & People Tools 8.5 technical upgrade with analyzing release notes, compare reports and designing and developing the test scripts and leading the QA and user testing.
• Set up the new Shanghai Business Unit and all the system related configurations.
• Designed the Distributed security setup to de-centralize the application security across global sites
• Was in-charge of managing monthly Month-end Close (Allocations, Re-orgs, J-Gen from sub modules, suspense clearing, budget fails clearing etc) & the entire FY11 and FY12 Year-End Close (PO Close, PO rollover, Revaluation, translation, allocations, clearing out all the PO, vouchers and Budget fails issues, setting up closing rules and running Year end close, Loading Budgets post close, financial reports and reconciliation etc)
• Designed nVision Balance Sheet Report, Income Statements and Cash Flow Statements etc reports

Confidential, NYC, NY

Sr. PeopleSoft Functional Consultant/ Conversion Lead

Responsibilities:

• Lead a team of 8 members on PeopleSoft conversion to Elite3E (Law firm specific application)
• Conducted several meetings with the steering committee and 3rd party members to gather scope and requirements of the project
• Designed the Integration & Cutover plan for the Integration.
• Designed Data mappings and file layouts for data extracts of vendors, AP (vouchers, payments), GL, CM & PO modules
• Designed functional specs for data extracts
• Created Was-Is documents for GL chart of accounts, vendor master file, tax codes, voucher types and terms, country codes
• Performed Consolidation (Eliminations and Minority / Non-controlling Interest)
• Multi-currency & Multi-book (Remeasurement and Translation within a Ledger)
• Defined and ran Revaluation and translation to adjust balances before the final extracts
• Categorized and prioritized the development items & created a LOE associated with each development item
• Identified appropriate technical solution for each interface
• Tracked % of completion & Communicated with project management team regarding project status, issues and risks
• Participated in Integration, QA, and User testing ensuring that problems get fixed on a timely manner.
• Worked heavily with users in problem identification and resolutions
• Designed reconciliation reports as per the requirements for AP-GL reconciliation, GL transactions-Ledger balance (for multiple Ledgers in a heavy multi- currency environment)

Confidential, Reston, VA

Senior PeopleSoft Functional Consultant

Responsibilities:

• Design & Implemented Credit card Interface with Cyber Source to replace TouchNet as a part of Confidential initiative to become PCI Compliant II
• Designed one time data conversion program to replace existing credit card data with token numbers
• Configured Integration Broker and designed AE programs for messaging to replace business interlink used by TouchNet
• Designed Vendor Load Interface AE program with CI to load vendors from TRAX/REO
• Developed interface for P-card processing
• Worked intensively on lockbox process analysis and payment predictor algorithms to load and test a new lockbox file format from BOA (multiple payment transaction under a single payment ID)
• Suggested an algorithm change in payment predictor set up for their existing file format of PP processing that improved the Payment predictor hit rate from 80 to 95%
• Created BRD and functional design doc to export data from PeopleSoft Purchasing (PO, receipts, requisitions) and AM to REMEDY (An asset management system to track the assets and spending)

Confidential, NYC, NY

PeopleSoft Functional Consultant

Responsibilities:

• Design Conversions, Interfaces, Reports and Enhancements for Confidential BSC PeopleSoft 9.0 Implementation.
• Served as a Subject matter expert on preparing design specifications for several RICEW objects and testing of GL, AP, PO, IN, TR, and KK modules. Following are examples of some larger designs:
• Designed & set up AP Integration with Imaging Solution (Oracle IPM)
• Designed PO Contracts Conversion from 6 different agencies to Confidential BSC PeopleSoft.
• Designed Supplier Contract Conversion process
• Designed an Outbound Requisition & PO interface to Hyperion
• Designed an Inbound Invoice Load interface to load invoices from IMPACT ( Confidential legacy) into PS
• Set up and trained users on several PS template uploads: Voucher, Vendor, Journal, Budget Upload
• Designed an Inbound Interface to load Inventory & orders from a 3rd party system (AMS) at metro North agency
• Designed a Treasury Interface process to load bank data from IMPACT into PS external transaction table
• Designed Budget export process to send out Actuals data from the BSC PeopleSoft to 6 different agencies, as they would continue to use Hyperion to prepare their Budget.
• Designed several Crystal and Query reports for GL, AP, PO, and PC modules.

Confidential, Princeton, NJ

PeopleSoft Functional Consultant

Responsibilities:

• Lead EZEM Canada Integrations: Gathering Business Requirements and creating BRD, fit-gap analysis, data mapping, and functional designs for the conversions and interfaces.
• Designed and Implemented GL Chart of accounts conversion & mapping and cross-walk tables
• Performed Remeasurement and Translation within a Ledger, Consolidations, Revaluation, Translations
• Designed Functional Specs for AE program to load GL Trial Balance data from EZEM JD Edwards into PeopleSoft
• Re-Designed and implemented PeopleSoft security
• Set up and ran Revaluation and Translation for the balances
• Created BRD and Functional design documents for various integrations to completely replace old shell script & SQR based GL & AP month end processes. (All the functionality in the Shell script & SQR like file transfer, archiving, validation, data load, Email notifications and scheduling of PS processes were replaced with Application Engine)
• AeroTech Integration with AP: Designed AE Interface to Load Contractor Weekly invoice feed from the vendor AeroTech
• Designed Auto PO Load project to load Purchase Orders from a spreadsheet
• Designed and implemented Document/Revision control project for Purchasing to associate document/Revision number to Items IDs on Purchase Orders.
• Designed custom voucher mass un-posting process
• Created a step by step 1099 checklist document for users and trained them on 1099 filing procedure.
• Journal template Upload: Introduced, setup and trained the users to upload journals using PS Journal template upload feature
• Handled Production support the whole time at the project.
• Designed several nVision, SQRs, Queries

Confidential, Herndon, VA

Sr. PeopleSoft Functional Consultant

Responsibilities:

• Lead the Planning phase of the 9.0 Upgrade project including: scope document, project schedule, strategy document and risk assessment
• Lead the Analysis phase of the 9.0 Upgrade project: Creating 8.4 customization list and analyzing compare reports
• Lead the Design phase of the 9.0 Upgrade: Creating the GL, AP, AR and GL 9.0 Functional/Technical specifications and retro fitting the customizations.
• Worked with DBA for Demo Database preparation & Update - Patches Installation in Financials Demo
• Prepared Timeline and Schedule for 9.0 Environment preparation (UPG1 & 2): (Prepare environment, Export data from production and import into UPG1, apply upgrade objects (UPGOPT project, Upgrade set up data and setting up security) and ran the Initial Audit Reports.)
• Reviewed compare reports and did Analysis on all Customization impacting all the PeopleSoft objects in 9.0
• Configured Chartfields and other post Conversion steps.
• Performed Unit testing of all the customization including PS objects and external objects like SQR and Crystal reports
• Prepared and updated Functional design document for all the customization, user documentation and production support manual.
• Configured Integration Broker according to the new tools (8.48) requirement - Set up the Service operations, nodes, handlers and routings for Application packages in 9.0 environments.
• Resolved the defects and issues in different instances of upgrade.
• Handled pre & post upgrade issues

Confidential, New York, NY

PeopleSoft Functional Consultant

Responsibilities:

• Configured Asset Categories, Asset Acc Entry Template, Asset Profiles, Asset Categories, Asset Books, locations, Cost Type, depreciation schedules and capitalization limits
• Performed Asset Maintenance (Adjustments, re-categorizations, transfers, retire, reinstate)
• Designed functional specs for the Interfaces and extracts programs
• Designed SQR logic to extract retail GL Balances and Journal Transactions into a flat file for Confidential .
• Designed AE program with CI to load vendors from Confidential
• Designed SQR programs to Compare daily files from Confidential with BNY records and create an output report file for Change of Chart fields or Amount Discrepancies in order to create Journal entries to Zero out the old retail departments balances and to create new balances for Confidential and to compare and verify the corporate trust converted GL balances from Confidential .
• Created Functional Design for AE conversion program to Convert, map and load corporate assets from Confidential into BNY AM loader tables.
• Designed reports to report on the retail and corporate assets per business requirements.
• Configured Locations, Calendars, Asset Books, and created AM Business Unit
• Identified the maintenance schedule for upcoming people tools and application releases Reviewed release notes and Analyzed the decision factors involved in upgrade to identify the upgrade PATH
• Downloaded and applied upgrade planning files, scripts, templates and projects
• Ran the compare reports, Audit reports (SYSAUDIT and DDDAUDIT) to evaluate the customization changes
• Assisted QA team and users with QA and UAT testing before the test move to production

Confidential, Princeton, NJ

Sr. PeopleSoft Techno-functional Consultant

Responsibilities:

• Implemented HR to Finance Sync Application messaging using Integration Broker - Setup the Gateway, handler and connectors from scratch along with the DBA.
• As a reporting lead on the project, worked with business users to gather reporting requirements.
• Created functional and technical specs, designed and built over 20 SQR and Crystal reports
• Wrote a SQR program to generate Net Shipment By Item report that provides up-to-date information about inventory item which have been shipped and returned from the customer
• Developed a complex crystal report for Customer Statement by customer and project. About 20 formulas and running total fields were all created in crystal.
• Wrote a complex Project Actual Vs Budget Summary and Detail SQR reports that shows the budget amount and the actual incurred amount as of the requested date. The SQR involved lots of Array processing.
• Completely modified the delivered Aging report (SQR) as per the business requirement.
• Modified POY 5030 crystal & INS 6500 -Packing Slip SQR for selection criteria, address, and fixing the issue of wrong totaling of backorder quantity.
• Wrote Damaged Item crystal report that shows damaged inventory items which have been returned from client sites.
• Handled Production support for AR & BI module

Confidential, Bethesda, MD

PeopleSoft Techno-functional Consultant

Responsibilities:

• Designed and Implemented Credit Card interface for the AR module; using Cyber Source as the payment transmission and authorization connector with fifth third Bank.
• Designed and Implemented Account Receivables Write-Off Workflow
• Set up and Configured the Condition monitoring features (Dunning letters and Statements) in 8.8 for AR module.
• Prepared functional design documents and configuration guides for workflow and new features
• Prepared user test scripts, document and assisted users with completion of UAT
• Involved in resolving several upgrade issues and tickets.
• Customized lockbox SQR program per business requirement
• Wrote SQR to print new HMS logo on the BI invoices.