SUMMARY:

• Experienced Senior Business Analyst who can lead and manage projects involving new implementation and system upgrades which improve and enhance service quality and operating efficiencies of the organization. I have led cross - functional project teams in the planning and implementation of projects and business initiatives by setting achievable goals. Identified and defined the need for service and operations improvements and suggesting new tools to enhance customer care.
• Developed project plans, business cases, and implementation plans by working closely with Developers and End Users. Experienced in developing test plans and strategies and have conducted User Acceptance Testing of systems and systems fixes and enhancements. Very proficient in the GL, AP, AR, AM and eProcurement modules of PeopleSoft. Advanced skills in Financial, Accounting and business Analyses. Experienced in Tier 2 support of PeopleSoft, Blackbaud Financial Edge, Concur, AP Secure and PaperSave applications.
• PeopleSoft Upgrade:Directed the information security portion of PeopleSoft upgrade. Devised enterprise security strategies safeguarding information assets and ensuring compliance with regulatory mandates. Served as project lead on the PeopleSoft General Ledger Module.
• ApSecure and Positive Pay Implementation: Coordinated the implementation of ApSecure and Positive Pay for the head office and branch offices.
• Blackbaud Financial Edge and Razor Edge:Directed the information security portion of major system implementations linking head office and chartered entities nationwide into shared networks. Devised enterprise security strategies safeguarding information assets and ensuring compliance with regulatory mandates. Team lead on General Ledger and Account Payable modules
• Concur:Led team on implementation of Concur application and acted as Concur Administrator. Conducted user and user setup involving encryption of customer data to ensure compliance with change in federal laws.
• PaperSave Implementation: Coordinated the implementation of PaperSave and integration into Blackbaud application.

TECHNICAL SKILLS:

Operating System: MS DOS, All Windows versions

General Ledger System: AS 400, McCormick & Dodge, PeopleSoft, and Financial Edge

Others: Microsoft Words, PowerPoint and Access, People Tools 8.52

Accounting Software: PeopleSoft, Financial Edge, Quicken and QuickBooks

Database Management System: Oracle, Microsoft SQL, Microsoft Access

Tax Software: Turbo Tax, Tax Act, Tax Cut, RGS, IMS and BNA

Research Tools: Lexis-Nexis, CCH and Westlaw

PROFESSIONAL EXPERIENCE:

Confidential

PeopleSoft Functional Analyst

Responsibilities:

• Assist with the PeopleSoft financial software upgrade. The company is upgrading its Canadian subsidiary from PeopleSoft 7.5 to 8.8 then to 9.1. Create new queries in PeopleSoft 8.8 similar to queries in the 7.5 version. Create job aids and train users on the processes and procedures of the new version. Update user security matrix. Create report templates. Coordinate user acceptance testing. Assist with identifying and running reports and queries to be migrated to new version of PeopleSoft. Test and validate 3-way match setup.

Confidential, Atlanta

Senior Business Analyst

Responsibilities:

• Directed and tracked the day-to-day activities of three Business Analysts responsible for new requirements and enhancements associated with the Organization ERP, CRM and HRMS Systems.
• Managed HRMS, ADP Payroll and Concur integration
• Acted as primary liaison between the end users and the Information systems IT department; performed analysis, review, and estimation of user requests; prepared and reviewed system requirements, and client documentation; prepared and executed detailed test plans and test cases.
• Project duties included multiple task project assignments, scheduling and tracking; facilitating meetings with all levels of the organization for requirements gathering, project development, design considerations, impact and risk analysis, and quality control of client acceptance testing.
• Utilized best practice in SDLC methodology to meet the organization user expectations. Trained head office and branch operations personnel in use of all computerized systems.
• Constructed IT definitions based on identified needs of the organization. Worked extensively with other IT experts to address networking and hardware needs.
• Managed user expectations and deliverables using project management methodologies.Produced functional specifications and design documents.
• Analyzed existing business processes and identified areas for process improvement.Guided the organization in the establishment of effective and efficient business practice.
• Integrate travel and expense management to PeopleSoft Account Payable. Identify and train selected users to act as super user for General Ledger and Account Payable modules
• Maintained, configured, and tested PeopleSoft General Ledger and Account Payable systems
• Conducted systems analysis, design, and testing
• Setup and monitored commitment control in PeopleSoft to check actual transactions against control budgets; setup budget scenarios and check recognize revenue against estimated budgets. Setup budget scenarios and check recognize revenue against estimated budgets. Configured encumbrance ledger as part of commitment control.
• Analyze and offer recommendations on the feasibility of accounting information system proposals. Analyze the financial feasibility and impact of proposed budget items on operating programs, and provide support in preparing expenditure requests.
• Prepare highly confidential and technical financial reports and forecasts on cash receipts and disbursements, organization income, operating and capital plans and expenditures, manpower budgets, bequests, grants, and the consolidated financial position.
• Coordinate the maintenance of the Organization’s detailed financial controls and process documentation.
• Create customized reports and queries for management. Run standard and ad hoc reports and distribute to management and other end users.
• Provided direct support to users of PeopleSoft Financial, Blackbaud Financial Edge and Raiser Edge, Concur and ApSecure software applications.
• Coordinated the help desk to resolve issues encountered by end users. Provide end users in the use of various Financial Software products. Developed budget templates and coordinated the annual budgetary process.
• Prepared and updated Financial Software manuals. Coordinated and performed User Acceptance Testing (UAT). Created and reviewed Request for Proposal (RFP).
• Served as liaison with hosted vendor to design and customize PeopleSoft applications to meet the organization unique needs.
• Prepared and implemented test plans; documented issues arising from testing. Analyzed and measured business practices and methodology against industry best practices.

Confidential, Atlanta, Georgia

Revenue Agent

Responsibilities:

• Conducted audits of corporate taxpayers’ books and records to ensure compliance with the Internal Revenue Codes and Regulations. Reviewed and analyzed the books, records and activities of corporate officers to determine whether transactions and conduct complied with statutory rules, regulations and procedures. Recommended courses of action including enforcement action, tax adjustment, penalties and interest, based on review of tax returns and financial statements. Interviewed corporate officers, tax executive and accounting professionals regarding financial statements, audits and tax return entries.

Confidential, Miami, Florida

Senior Financial Accounting Analyst

Responsibilities:

• Complete responsibility for daily accounting, general ledger, month-end close, and financial reporting for Twelve Caribbean entities.
• Supervised Accounts Payable and Billing departments.
• Manage Treasury functions for Caribbean subsidiaries Cash and Investments
• Participated in new implementation of PeopleSoft software and served as Super user for General Ledger module.
• Performed querying and data mining information from SQL databases to be used in analytics.
• Monitored the attainment of various performance goals / metrics in keeping corporate goal.
• Project Costing using Earned Value Management (EVM)
• Handled treasury functions including bank wires, letter of credit payments and repatriation of funds from foreign subsidiaries.
• Responsible for daily accounting functions, month-end close through financial statements and accounts receivable dept.
• Trained End users in General Ledger and Account Payable modules of PeopleSoft
• Reviewed federal, state and local tax returns and schedules.
• Calculated and paid agency fees to outside contract agents.
• Administered A/R outsourced to collection agency.
• Involved in preparation of annual budget and monthly forecasts for Latin America and Caribbean Subsidiaries.
• Reconciled complex balance sheet accounts.Liaison with Independent Accountants and Government Agencies to ensure compliance with statutory filing.
• Prepared pre-audit analysis and schedules for outside auditors and accountants.
• Performed internal control review to ensure compliance with Sarbanes-Oxley act.
• Implemented duty/tax tracking system for 20 entities that led to 25% improvement of reimbursements from customers.
• Coordinated divisional income tax and other statutory tax filings.