SUMMARY:

• Functional PeopleSoft consultant for 18 years in implementing GL, AP, Purchasing, AR/Billing, Asset Management and Commitment Control including 8 upgrades. US Citizen.
• With the business experience and expert knowledge of PeopleSoft functionality and best practices, I have streamlined and re - engineered business processes, reduced manual efforts, automated work streams and improved financial and management reporting at Clients.
• Highly commended on many projects
• Experience in JAD sessions, fit/gap analysis, process re-engineering, PeopleSoft functionalities demo, internal control, functional specs, interface design, customization specs, testing, training and roll-out.
• Have implemented /upgraded PeopleSoft for public sector, banking, utility, healthcare, technology, insurance, universities, retail, communication, manufacturing and transportation companies. Also trained in PeopleTools 1 and II in PeopleSoft Version 8 at PeopleSoft Facility at Confidential, CA.
• Broad accounting and accounts payable experience in an oil refinery (a joint venture of Shell and Aramco), Ernst & Young, manufacturing and retail companies.

EXPERIENCE:

Confidential, Munster, Indiana

Responsibilities:

• Implemented new 9.2 functionality for financial modules including dashboard, workCenter, GL/AP and AM sub-system reconciliations, combo edit, split PO by location, ePro, asset disposal in AM and other functionality
• Eliminated customizations and were replaced by 9.2 delivered functionality
• Created test scripts and tested GL, AP, PO, Asset Management and commitment control using Testing Framework. Also assisted users in testing 9.2 processes.
• Trouble-shooted issues and defects during testing process.
• Improved analytics by configuring 9.2 pivot graphs for actual vs budget cost in GL, PO spend and AP payments
• Configuration of IFRS and USGAAP, closing rules and consolidation
• Designed changes in chart field structure and addition of new chartfields
• Improved internal control by configuring data load for reconciliations, supplier audit and comb edit
• Functional configuration required by upgrade assistant processes including commitment control configuration
• Reviewed compare reports to identify customized objects
• Wrote functional design documents

PeopleSoft 9.1 - Functional Lead

Confidential, Des Plaines, IL

Responsibilities:

• PeopleSoft GL configuration of new business units added
• Testing of Confidential including VAT and sales tax
• VAT configuration for the Netherlands, Brazil and China
• Designed and tested nVision reports.
• Currency revaluation and translation for foreign business units in the Netherlands, Brazil and China
• Trouble shooting PeopleSoft GL
• Configuration of AR and Billing modules
• Design changes and tested customers’ hold processes
• Tested finance charges on customer balances
• Verified publishing and subscription of app messages between legacy system and PSFT
• Changes in the chart of accounts design
• Set up of federal funded grants and projects for cancer research
• Changes in commitment control set up for control budget and translation trees
• Created secondary ledger for multi book set up
• Configured consolidation elimination sets, consolidation tree, ledger sets,elim business units and consolidated financial statements
• Created allocation rules for project costs allocation

PeopleSoft 9.1 AP/PO Implementation and Production Support

Confidential, Memphis, TN

Responsibilities:

• Design sessions with users on AP functionalities
• Wrote functional specs for banking interfaces and payment terms
• Worked on inbound interface from multiple sources
• Configured and tested AP module for additional AP business units, matching, EFT payments, pay cycles, return to vendors and other functionality.
• Resolved GL combo edit issues on data conversion
• Designed and tested open vouchers conversion
• Worked on the integration and testing of sales tax software Sabrix and PeopleSoft
• Wrote test scripts and tested in SIT and assisted users in UAT testing
• Conducted training session
• Configured and tested multi-currency, VAT and withholding set up for Confidential Mexico.
• Post go live production support for AP and PO functions

PeopleSoft Upgrade 8.9 to 9.1 - GL, AP, PO, AR and Asset Management

Confidential, Chicago

Responsibilities:

• Fit/gap analysis and demo of new 9.1 functionality and upgrade tasks.
• Improved current business processes by:
• Re-engineering some processes using CI to Excel uploads, changed work procedures and automated reconciliations.
• Configured inter unit template that created inter-unit journals for services by one GL business unit on behalf of other business units. The inter-unit entries were created in AP and Billing modules. De-bugged issues in inter-unit journals due to secondary ledger addition.
• Worked on allocations, consolidation, USGAAP/IFRS book codes, closing process and combo-edits and nVision reports.
• Asset Manangement asset additions and interface from AP
• Suggested PeopleSoft functionalities, reconciliations and reports not used by Client
• Evaluated, applied and configured additional 9.1 functionalities
• Recommended and implemented improvements in system integrity and control by adding reconciliations between GL/AP and GL/AM, security around pay cycle and payment processes and business unit security.
• Wrote test scripts and tested GL, AP, PO and AM modules
• Configuration changes and in depth testing of AM module including bonus depreciation, assets transactions loader, asset retirements and physical inventory processes

Confidential, Lisle, IL

Lead AP and PO

Responsibilities:

• Design and implementation of used trucks implementation in PeopleSoft
• Wrote design documents for used truck AP and GL interfaces
• Chartfield design and nVision reports
• Improved the AP/PO processes both at the truck distribution centers and at the centralized locations by applying best practices
• Worked on voucher build, matching, recurring vouchers and RTV.
• Improved internal control over payments, added reconciliations and implemented audit logs of transactions.
• Designed AP vouchers and purchase orders processes for direct and indirect truck expenses
• Assisted in vendor’s conversion
• Configured AP and PO modules

Confidential, Chicago, IL

PeopleSoft functional consultant

Responsibilities:

• Conducted fit/gap sessions on the additional 9.1 functionalities
• Re-engineered current business processes by applying PeopleSoft functionality and best practices
• Upgrade tasks during the Change Assistant execution
• Elimination of customization replaced by new functionalities in PeopleSoft 9.1
• Created test scripts for PeopleSoft GL, AP, PO and AR/Billing and Asset Management modules. The functionalities tested were multicurrency revaluation, translation, allocation, book codes, inter-unit entries, regular journals, consolidation, eliminations and open items
• Set up of exchange rates and testing of GL journals and AP vouchers recoding of foreign currency transactions.
• Created many nVision reports
• Tested GL, AP and asset management modules
• Implemented PeopleSoft 9.1 new functionalities including Framework Workflow, audit logs and closing rules group.
• Configured PeopleSoft for Consolidation of about 2000 subsidiaries and associated companies, creating consolidation trees, elimination units, minority set up, ledger set and other set ups.
• Set up and extensively tested currency revaluation and translation and exchange rates file upload
• Conducted users’ requirements and fit/gap sessions and demonstrated PeopleSoft functionalities to Finance Functional Leads (FFLs) in the UK and Hong Kong.
• Evaluated various considerations due to the global nature of implementation including IFRS and GAAP reporting, inter unit entries, currency revaluation and translation, local regulatory reporting requirements (e.g. portfolio bad debts provisions) and data volume.
• Designed reports for inter unit reconciliations for interest and commission recorded in one business unit on behalf of others.
• Discussed, evaluated and suggested to Client the best business practices either by using delivered processes or customizations. Helped Client in re-engineering the accounting processes. The extensive inter-action and brain storming sessions with users was appreciated by Client.
• Designed nVision and Cognos reports
• Designed validation, reconciliation and audit trail reports for data integrity and verification. These reconciliation reports were between various components of the platform - GL, data warehouse and mainframe - to ensure account balances for each component agree.
• Prepared test script and tested various PeopleSoft GL and FTPGL processes in SIT and UAT environments.
• Experience in PeopleSoft interim and year-end close processes analysis specs and testing.
• Wrote some functional analysis specs for interfaces, customizations and reports
• Experience in multi-platform integrated systems - mainframe, PeopleSoft, EPM, Data warehouse and Cognos and nVision reports
• Interacted with Data Warehouse Team to create data model design
• Participated in functional interface design between PeopleSoft and Cognos

Lead - PeopleSoft 8.8 GL, AM and AP implementation

Confidential, Phoenix, AZ

Responsibilities:

• Lead full life cycle GL and AP Implementation and managed a Team of 4 to 5 members. Result: Highly successful go live commended by the Client
• Users’ requirement sessions and fit/gap analysis of AP and GL processes.
• Worked on integration with PeopleSoft AP module including AP configurations, AP functional specs and testing.
• Design of inbound interface from legacy systems to AP module
• Re-engineered AP processes reducing AP/P0 matching exceptions
• Helped GL Team member to design chart fields based on the Client’s requirements
• Assisted in implementing multi-step cost and revenue allocations using actual and budget ledgers.
• Reviewed combo edit design and set up of rules
• Set up PeopleSoft consolidation, equitization and eliminations for 15 subsidiaries. Set up the equitization and elimination rules, business unit tree, subsidiary ownership and minority interest. Ran the equalization and consolidation processes and debugged issues. Created consolidated financial statements in nvision and validated each component.
• Set up of inter unit journal creation
• Automated journal approval process by implementing PeopleSoft journal workflow. The journals were electronically routed to relevant approvers.
• Internal control evaluation of GL implementation. Reviewed design of various queries and reports for data validation and reconciliation including control accounts, AP vs GL and inter-company reconciliations.
• Designed closing rules, chart field values sets and consolidation/department trees
• Prepared test scripts to test PeopleSoft functionalities, inbound and outbound interfaces to Power Plan system, customizations and reports.
• Created nVision reports and also improved performance of some existing reports
• Logged in issues in Clear Quest and trouble-shooted
• Production support of PeopleSoft AP/PO and other modules
• Re-engineered receiving and ordering processes using best practices
• Reduced match exceptions by implementing receipt aware criteria, changing PeopleSoft set up and training users
• Set up return to vendors functionality and prepared detailed procedures
• Introduced PeopleSoft request for quotes process with automated emails to RFQ vendors

Lead PeopleSoft 8.8 PO

Confidential, Omaha, NE

Responsibilities:

• Led a small Team of consultants and Client to implement PeopleSoft Purchasing. Result: On time completion of project within 8 months with very low number of issues on go live
• Requirement analyses, fit/gap and JAD sessions with Users
• Set up workshops to familiarize clients with the PeopleSoft processes
• Designed ‘To Be Processes’ flows and discussed with users
• Automated processes and reduced manual efforts using delivered PeopleSoft practices including spreadsheet upload of PO, PO expediting, email to vendors for PO/RFQ and requisition workflow
• Set up of EDI 810 for vendors’ invoices
• Set up and testing of return to vendors, receipt accrual report and PO created out of contracts
• Improved matching rules and set up tolerances
• Developed new reports and inquiries including PO expediting and procurement analyses
• Set up of fully automatic bank reconciliation processes including loading bank file, outstanding items inquiries and reconciliation reports
• Prepared functional specs for interfaces, customizations and reports
• Unit and system testing of requisition upload, PO workbench customization, PO close and other processes
• Imaging of invoices and tour confirmation forms
• Lead functional consultant for AP/GL Upgrade.
• Conducted Demo sessions with the users for new AP/GL functionalities in 8.8. Result: Client appreciated the learning and understanding of new functionalities to make intelligent upgrade decisions.
• Eliminated some customizations and replaced with the 8.8 new delivered functionalities
• Helped in the AP centralization process of various hospitals to a Corporate Office
• Helped technical Team in upgrading the 7.5 interfaces and reports with new tables and fields in 8.8
• Set up central command center and assisted users from various hospital by trouble shooting GL issues.
• Developed and assisted Client in determining appropriate chart fields to meet the State and regulatory requirements and also to improve University’s management information and cost control. The design was much appreciated by the Provost Council.
• Set up commitment control and discussed its functionalities with the Users
• Set up commitment control translation trees, CC security and notification
• Developed different chart field models with the Team
• Tested chart field application to business including combo edit, GL closing process and various nVision and delivered reports
• Led a Team to upgrade AP and PO modules from 7.5 to 8.4 SP1
• Set up a procurement Punch Out with one Vendor
• Completed functional upgrade tasks and set up additional 8.4 functional configurations
• Conducted sessions with users to demonstrate additional 8.4 functionalities
• Tested 8.4 copy of production on each test move
• Researched, tested and trained users for new 8.4 functionalities to replace 7.5 customizations
• Set up and tested 8.4 commitment control, budget upload and commitment control trees
• Tested matching, commitment control and trouble-shooted budget checking issues
• Set up commitment control security and reports
• Co-ordinated test plans for PeopleSoft AP Version 8.4
• System and integration testing including inbound and outbound interfaces.
• Worked with User groups for users acceptance testing