We provide IT Staff Augmentation Services!

Peoplesoft Senior Financials Consultant Resume Profile

5.00/5 (Submit Your Rating)

Executive Summary:

  • Senior Asset Management Process Specialist experience in full cycle asset capitalization and related business processes. This includes full end-to-end business process flows and related system integrations between AM and Accounts Payable, Purchasing, Project Costing and General Ledger. Within AM, he has core experience in Asset Capitalizations, Disposals, Cost Adjustments, Transfers Intra/Inter Unit , Recategorizations, Book Changes, Parent/Child functionality, Lease Processing, Depreciation Calculation and Accounting Entries / Month-End Close processing. He has also worked with Mass Change processing within AM.
  • His overall PeopleSoft FSCM product experience includes Asset Management and related business processes former PeopleSoft AM Backup Product Lead during his time at PeopleSoft , Project Costing, Accounts Receivable, Billing, Contracts, General Ledger, Accounts Payable, Purchasing, Expenses Expense application used during his PeopleSoft/Oracle tenure for recording time/expenses , App Designer, Security, Advanced Query and experience writing and executing SQL for data validations.
  • Latest PeopleSoft project version: 9.2 upgrade from 8.9 serving as Asset Management, Project Costing, Accounts Receivables, Billing and General Ledger Lead.
  • Confidential has over 17 years of PeopleSoft Financial and Supply Chain Management experience with a good portion spent in the AM 1 lead application , PC, AR, and Billing space. Before branching out as an independent ERP consultant, he previously worked in a senior financial consulting role for PeopleSoft / Oracle, Inc. for 7 years originally hired by PeopleSoft, Inc. prior to the Oracle acquisition . He has 16 years of experience working solely in a PeopleSoft consulting leadership capacity for organizations ranging in size from mid-market to large Fortune 500 companies.
  • The broad project level scope of his PeopleSoft consulting expertise includes involvement in both U.S. and international projects encompassing full life-cycle implementations, upgrades, business need assessments, fit-gap analysis, post production support and issue resolution, pre-sales application expert support, Asset Management post conversion data clean-ups, etc. He has shown outstanding leadership abilities in facilitating client work sessions to ascertain their business needs, adapting client needs to the PeopleSoft solution, creating training materials and product documentation, creating and maintaining project plans to meet client implementation schedules and presenting project updates to management in a timely fashion.
  • Extensive ERP full cycle testing expertise: During his time working in the PeopleSoft FSCM product line, he has worked on and provided leadership in numerous project testing tasks/phases including unit, integration, conversion, and regression testing to meet both pre and post production deliverables. Specifically, his project testing experience included: test script creation, test execution, data mining, test results analysis, extensive detailed documentation of said results, test issue reporting and troubleshooting, test phase status reporting and support to the Project Manager / project team, and direct one-on-one user support/training of any testing execution tasks as needed. During his testing career, he has used automated testing tools including IBM Rational applications such as Clear Quest and Hewlett Packard Quality Center
  • Former client industries have included aerospace, management services, staffing, healthcare, transportation, retail, financial services, utilities, insurance, hospitality and telecommunications.

Skills Summary

PeopleSoft

Asset Management 1 app of expertise incl. all core PeopleSoft AM integration points AP/PO/PC/GL

Project Costing

Billing / AR

Contracts

Payables

Purchasing

General Ledger

Application Messaging Troubleshooting

Mass Change PeopleTool for AM

Expenses

Compass Methodology for implementing the PeopleSoft product

Database Platforms

Oracle 11g

Microsoft SQL Server

DB2 OS390/UNIX

Operating Systems

Windows XP Professional / Windows 7

Windows NT

Mac OS

Additional Skills

Fit/Gap Analysis

Developing and Implementing Testing Deliverables to Assure Quality Control

Detail Product Documentation

Team Player

Experience in EMC's Documentum application.

Mostly engaged in project lead roles based on his experience / expertise.

SQL script creation and execution experience.

PeopleSoft Consulting Experience

Confidential

PeopleSoft Senior Financials Consultant

Release/Role/Industry

Description of Duties

PeopleSoft 9.2 Maintenance Management Implementation

Confidential

Last engagement: Temporarily supported the Definition Phase as the Conversion Lead for an upcoming MM implementation slated for a mid 2015 go-live. Duties include creation of the MM and AM conversion specifications for various components of the implementation as well as test plan creation.

PeopleSoft 9.2

Asset Management, Project Costing, Accounts Receivable, Billing, General Ledger

Confidential

Worked as the AM, PC, AR, BI and GL lead on an 8.9 to 9.2 upgrade for a major children's hospital. Duties include test script creation, execution, test results validation, identifying issues, troubleshooting, best practice recommendations and working closely with the end-users.

PeopleSoft 9.1 Maintenance Management Implementation: Asset Management Role

Confidential

Worked on the PeopleSoft Asset Management AM team for a Maintenance Management MM 9.1 implementation. Duties included working on several functional designs of customizations impacting both AM and MM product lines. Also worked closely with the PeopleSoft Developer during the technical design phase to assist in determining the best practice approach of building the customizations to meet functional requirements.

PeopleSoft Asset Management, Project Costing, Billing, Accounts Receivable Lead for a v 9.2 upgrade.

Confidential

Worked on a PeopleSoft FSCM 8.9 to 9.2 upgrade project in a lead role on four applications AM, AR, BI, PC . Utilized my experience and skills in all functional lead areas of upgrade tasks including client work sessions on 9.2 enhancements, fit-gap /functional design documentation, testing, validations, issue and resolution work, etc.

PeopleSoft Asset Management Lead for a v9.0 post-production system optimization / clean-up project.

Confidential

Worked as the AM Lead / 'go-to' on a massive post production PeopleSoft Asset Management optimization project. This is to clean up the company's financial and tax books going back to their 2000 conversion includes both data and ongoing reconciliation issues . Responsible for this overall effort coupled with the training of new fixed asset corporate and tax personnel who are assisting me. Functional requirements also include implementation and training on the usage and business processes surrounding impairments and like-kind exchange functionality within AM. Project also entailed some optimization / best practice advisement of the Purchasing and Accounts Payable modules in relation to the integration to AM. Client also integrates to PeopleSoft General Ledger.

PeopleSoft Asset Management Lead for a v9.1 upgrade.

Confidential

Asked to return to a former client to function as the Asset Management Lead resource for their upgrade from PeopleSoft v8.8 to 9.1. This also included work within the Project Costing and General Ledger applications as part of their FSCM suite of deployed products. Assignment included fit-gap analysis, technical compare analysis between application versions, testing coordination, test script creation, test execution, validations, analysis, and leading client personnel on the project team. Assignment includes both U.S and International business units, encompassing domestic and localized Asset Management functionality and multi-book reporting.

PeopleSoft Asset Management Lead v9.0 for Application Service Provider ASP

Confidential

Assisted a client with post-production Asset Management data conversion issues encountered from a third-party client's recent conversion to PeopleSoft Asset Management 9.0. Also performed knowledge transfer to the client in all areas of the application, including reporting.

PeopleSoft Asset Management Lead v8.8 for U.S. business units and 9.0 support role for the International business units implementation

Confidential

Worked in an Asset Management consulting role for a major aerospace corporation. The project assignment had lasted over 2 years due to repeated contract extensions a total of 4 projects with this corporation alone . The role included work on external interfaces to the client's Enterprise Accounting Systems PeopleSoft 8.8 Financials as well as working ongoing change requests and sustaining production support. Core custom integration work included functional support of client's external computer inventory information management system to Asset Management. In addition, he played a Q A go-to support role for their implementation of PeopleSoft 9.0. Macroscope methodology was used for all project documentation tasks for this client.

PeopleSoft General Ledger v8.8 Financial Transformation Integration Testing Support Co-Lead

Confidential

Worked as a PeopleSoft General Ledger Integration Testing support co-lead. Duties include assisting the team in coordination of all test deliverables as well as any PeopleSoft support needed to meet testing objectives. Additional duties included creation of a business process document with recommendations for management on the pros and cons of conversion to PeopleSoft Accounts Receivable and Billing applications.

PeopleSoft v8.8 Asset Management and Project Costing Team Lead

Confidential

Worked as the Asset Management and Project Costing 8.8 Team Lead in the area of production support. Also performed a business needs assessment for these applications in support of the company's PeopleSoft financials consolidation project. A previous assignment with this client was as the Asset Management and Project Costing Lead on a PeopleSoft 8.8 upgrade.

Specific duties included training of new client leads in Asset Management and Project Costing as well as participate with team leads on discussions/documentation related to their movement to the parent company's PeopleSoft Financials instance. He also assisted the Asset Management Accountant with any production support issues as well as led discussions on potential asset management business process improvements. Created white paper solution for a custom interface between Oracle SCM 11i Inventory and PeopleSoft Asset Management for tracking and capitalization of spare parts placed on aircraft.

Senior Certified 8.x Financials Consultant - Oracle, Inc. former PeopleSoft, Inc. employee prior to Oracle acquisition August 1998 to November 2005.

Release/Role/Industry

Description of Duties

PeopleSoft 8.4 Asset Management and Project Costing Consultant for Production Support/Training

Confidential

Worked as an Asset Management and Project Costing Lead for a major healthcare facility. The main duties were training of accounting staff on 'best practice' use of the applications as well as assist with production support and issue resolution. At one point, worked two projects simultaneously to facilitate smooth transition to new project while balancing responsibilities of both clients.

PeopleSoft 8.8 Asset Management Lead on Financials Implementation

Confidential

Worked as Asset Management Functional Lead for a PeopleSoft Financials 8.8 implementation project of a large health care organization. Project duties included business needs assessment, fit-gap, documentation of conversion, interface, and configuration specifications, testing, working with technical leads on customization design specifications and performing other project duties following industry best practice methodologies.

PeopleSoft 8.8 Project Costing, Contracts, and Asset Management Lead for Financials Upgrade and Asset Management Tax Book Conversion

Confidential

Worked as a Team Lead in a Project Costing 8.8 upgrade and Asset Management 8.8 upgrade/conversion for internet service provider subsidiary of a major aerospace company. Tasks involve upgrade deliverables, as well analyzing and implementing tax book conversion requirements. He also took on the Contracts 8.8 upgrade tasks from another consultant who went on maternity leave.

PeopleSoft 7.5 to 8.4 Project Costing and Contracts pre-upgrade support and analysis. Additional application scope for purpose of process improvement recommendations included Purchasing, Accounts Payable, Billing, Accounts Rec., and General Ledger

Confidential

Worked with customer and third-party technical team to analyze Project Costing and Contracts usage in an 8.4 environment that fits/gaps/improves on client's current usage of applications in 7.5. Other tasks included review of configuration elements to validate readiness for upgrade to v 8.4 revised any configuration documentation accordingly created business process design documents reviewed/tested technical team's conversion data in preparation for go-live analyzed reports for upgrade impact advised client of any business process improvements identified for upgrade to 8.4 using integration of Accounts Payable, Purchasing, Project Costing, Contracts, Billing, Accounts Receivable and General Ledger and presented these results to upper management.

PeopleSoft 8.0 Asset Management Troubleshooting Effort

Confidential

Troy assisted a major health insurance client with troubleshooting many asset management processing and post conversion data cleanup issues. Gave knowledge transfer as well as direction on handling their current issues.

PeopleSoft 8.8 Project Costing and Asset Management Pre-Upgrade Delta Fit-Gap

Confidential

Worked in a consulting lead role to assist a utility client in business process improvements as well as to understand product enhancements between their existing Project Costing and Asset Management 8.0 and their upgrade version 8.8. Attended and assisted client leads in work sessions to analyze many business process issues they were facing in their existing environment. Delivered to management a document deliverable, which outlined findings with recommendations.

PeopleSoft 8.4 Staffing Front Office Team Lead

Confidential

Worked in a consulting lead role to implement the Staffing Front Office application. This involved applying previous PeopleSoft Staffing application skills to handle company's student placement business process. Additional requirement involved working closely with technical leads to create a customized integrated solution between the PeopleSoft Student Administration application and Staffing Front Office.

PeopleSoft 8.4 PayBill Management Consultant

Confidential

Worked in consulting lead role in the application area of PayBill Management Projects, Contracts, Accounts Receivable, Billing . His role included intense client requirement work sessions for Staffing Front Office and Financials-ESA integrated product lines. He was a leader on the integration team for testing and handled troubleshooting of application message errors between the Front Office, Financials and HR databases.

PeopleSoft 8.4 Asset Management Team Lead for European Pre-Sales Proof of Concept

Confidential

Worked as Asset Management lead supporting PeopleSoft, UK Pre-Sales team on a two-week Proof of Concept assignment. This involved team requirements-gathering work sessions with transportation client. Delivered final presentation with team to client's upper management at completion.

PeopleSoft 8.4 Asset Management Team Lead for Upgrade Assessment Project

Confidential

Worked as Asset Management team lead for a version 7.5 to 8.4 upgrade assessment and knowledge transfer for a major utility. This included leading a review of group asset processing and Asset Management module integration solutions with Payables, Purchasing and Projects applications.

PeopleSoft 8.0 Contracts and Projects Internal Implementation Project

Confidential

Worked on PSynergy project team for PeopleSoft, Inc. internal Contracts and Projects version 8.0 implementation/upgrade. This included testing of integration between 4 financials applications based on business scenarios. Assumed role of 'go-to' person for questions related to Contracts testing and issues.

PeopleSoft 8.0 Contracts and Projects

Confidential

Troy performed PeopleSoft Contracts and Projects Service Pack 2 upgrade testing/troubleshooting for Mid-Market customer. This included testing of business scenarios, integration testing, multi- currency transactions, troubleshooting issues and detailed documentation of all testing results achieved.

PeopleSoft 8.0 Asset Management Team Lead

Confidential

Troy was the PeopleSoft Asset Management Team Lead in a two-phase project for a global financial services company. His role included managing the asset implementation, quality assurance testing, point of contact for version 7.5 to 8.0 differences, and leading the knowledge transfer training sessions.

PeopleSoft 8.0 Asset Management Team Lead for PeopleSoft Mid Market Division Project

Confidential

Troy assumed the duties of asset management team lead for a PeopleSoft Mid-Market version 8.0 project for a European based company. These duties involved configuration of base tables, testing and resolving of functional issues, conversion design and build and analyzing client reporting needs related to multi-currency requirements by asset book.

PeopleSoft 7.5 Asset Management Team Lead

Confidential

Troy was the Team Lead for a for a multi billion dollar wireless telecommunications company. His main responsibility was to give post go-live knowledge transfer support as well as assist technical team lead on completion of interfaces and customizations. Created SQR interface to process capitalized labor costs. Supported work on custom interface between PeopleSoft Inventory and Asset Management applications.

PeopleSoft 7.5 Asset Management Team Lead for Global Implementation Project

Confidential

Troy was the PeopleSoft Asset Management lead for a global implementation project for large retailer. Countries involved in the project included Mexico and Great Britain. Some fit-gap analysis was done for Germany as well. Role also involved adherence to very specialized localization requirements for asset capitalization and reporting.

We'd love your feedback!