SUMMARY

• He has over thirty - five years of experience in Accounting, Process Improvement, Financial Reporting and Project Life-Cycles.
• He is a former Accounting Manager, and an Oracle Certified Expert Consultant PeopleSoft Enterprise 9: General Ledger.
• He has been a key member of more than two dozen full life-cycle FSCM projects implementing PeopleSoft Financials in a number of different industries and has led many Fit/Gap and Business Process Design sessions for the General Ledger, Commitment Control, Asset Management and has some knowledge of other modules, such as Purchasing, Expenses, Grants, and Contracts.
• He has plenty of experience designing and testing nVision reports for GL/KK and has worked with many areas of Accounting and Finance, setting up Allocations, Minority Interests, and Consolidations.
• He has assisted clients in redesigning their Chart of Accounts, reducing customizations, and training employees to utilize new functionality. Confidential also possesses some basic technical ability, specifically his experience navigating Application Designer and writing SQL commands.
• He is well-versed in preparing the necessary project documentation, i.e. Configuration Workbook, Functional Design Documents, Requirements Traceability Matrix, etc.

PROFESSIONAL EXPERIENCE

Confidential, Westbury, NY

PeopleSoft Financials Lead

Responsibilities:

• Functional Module Lead (GL, KK, AM, PC) - Upgrade PeopleSoft 9.2 for Healthcare client.
• Led Fit/Gap Sessions, Client Requirements meetings, Assisted Client during monthly close, Allocations, Consolidations.
• Developed Test plans, test scripts for various modules, guiding client during Testing phase, reducing number of customizations.
• Redesigned over 200 nVision layouts for all divisions of hospital group, using new Tools version (8.54).
• Worked with Oracle Hosting during upgrade, testing, Go-Live and Post Live Support, while showing client new functionality.

Confidential - Seattle, WA

PeopleSoft Financials Lead

Responsibilities:

• Back fill for firm’s functional Module Lead (AM), working on upgrade to 9.2 for Public Sector client.
• Helped Client team create Requirements Documentation for AM and GL modules.
• Assisted Client during Testing phase, showing how customizations were replaced by delivered process(es).
• Lead Conference Room Pilot sessions, showing client new delivered functionality.

Confidential

Senior Consultant

Responsibilities:

• Functional Lead resource for General Ledger, Commitment Control and FSCM modules, ver. 9.2 implementation.
• Led client meetings Fit/Gap, Requirements, review PeopleSoft functionality for GL/KK.

Confidential

FSCM Functional Lead

Responsibilities:

• Functional resource for General Ledger module, ver. 9.1, including nVision Reporting for Healthcare
• General Ledger Functional Analyst, ver. 9.1 for Healthcare client
• Designed, tested and delivered PeopleSoft nVision reports for several projects.

Confidential

PeopleSoft Financials Consultant

Responsibilities:

• Advising Hospital and Physician’s Practice staff (GL, AP modules) regarding new chartfield structure
• Reprogramming of nVision reports, updating and reviewing over 50 layouts used by staff for new chartfield design.

Confidential

PeopleSoft Financials Consultant

Responsibilities:

• PeopleSoft Financials ver. 8.4 to 9.1 upgrade for Medical Center Finance Dept (GL, AP, AM modules)
• Tested nVision reports, updating and reviewing over 150 layouts used by staff.
• Assisted Controller in knowledge transfer and training of new Assistant Controller.

Confidential

PeopleSoft Financials Lead

Responsibilities:

• Led Fit/Gap Analysis, documented and configured PeopleSoft 9.1 database for two modules (GL, AM) through all phases using SDLC methodology, including Fit/Gap, Business Process Design, assisting with Testing, Data Conversion, and End User Training.
• Designed and updated approximately 200 new and legacy nVision layouts for reporting based on new requirements due to upgrade from 8.9 to 9.1.

Confidential

Principal Consultant

Responsibilities:

• GL Functional Lead, 9.0 new implementation, nVision Reporting for Higher Ed
• AM Functional Lead for 8.8 to 9.1 upgrade (Higher Ed) and 8.4 to 9.0 upgrade (K-12)
• Asset Management Lead/UPK/nVision Reporting Lead, ver. 9.0 for K-12
• General Ledger Functional Analyst, ver. 8.9 for Public Sector
• Designed, tested and delivered PeopleSoft nVision reports for several FMS implementation projects, including K-12, Higher Ed and Public Sector.

Confidential - New York, NY

PeopleSoft GL Consultant

Responsibilities:

• PeopleSoft Financials, ver. 8.4 functional, for accounting department of major reinsurance organization.
• Designed and tested nVision reports, creating a database inventory of layouts used by staff.

Confidential

PeopleSoft GL Consultant

Responsibilities:

• PeopleSoft Financials, ver. 8.0 functional, for Finance department of major financial institution.
• Design nVision reports, Queries; prepare User Documentation and Training Materials.
• Assisted client in designing new library of external reports for SEC and Local Agencies.

PeopleSoft Financials Senior Business Analyst

Responsibilities:

• Designed, tested and delivered PeopleSoft nVision and Crystal reports for Finance and Accounting staff
• Redesign of PeopleSoft GL and AP modules, assisting Sarbanes-Oxley consultants.
• Updated PeopleSoft end-user documentation for Finance and Accounting staff.

Confidential

PeopleSoft GL Consultant

Responsibilities:

• Worked with project team to perform UAT on all the GL, AP and AM enhancements
• Designed and tested nVision reports
• Provided month end support and help desk responsibilities.

Confidential

PeopleSoft 8.4 Financials Manager

Responsibilities:

• Designed, tested and delivered nVision, SQR and Crystal reports for Financial Planning and Accounting staff
• Heavily involved in setup and implementation of AP and AM modules, assisting outside consultants
• Managed conversion process with design of conversion plan, reconciliation and troubleshooting.

Confidential

Senior PeopleSoft Consultant

Responsibilities:

• Managed diverse project in PeopleSoft software implementation and process improvement
• Tested and managed testing of PeopleSoft functionality for client reporting and day-to-day operations

Confidential

ERP/PeopleSoft Consultant

Responsibilities:

• Participated as part of implementation teams for PeopleSoft 7.5 software, GL, AP and AM modules
• Analyzed user specifications, prepared fit/gap analysis and was liaison between users and technical consultants
• Prepared test plans, product documentation, design documents, test scripts and performed troubleshooting tasks