Global Client Onboarding Operations Manager Resume
Austin, TX
SUMMARY:
Dedicated, results - driven Manager with over 18 years IT experience. Sheri has business process review and reengineering expertise; DataMart analysis; Senior Analyst tax expertise; RFP/RFQ design and delivery; 1st - 3rd level business development; pre-post-sales with marketing expertise; "C" level client interaction and presentation skills; Experience with test planning, creating test scripts, and acceptance testing; Experience implementing large-scale software applications; Experience managing multiple applications development project teams using a systems development life cycle approach; Managing unanticipated problems and issues that occur during the project life cycle; Directing project communication activities including planning and facilitating team meetings and work sessions; Quality Assurance lead; experience working as executive information systems support; technical support expertise; executive system reporting tools; Directing project communication activities including planning and facilitating team meetings and work sessions. She has been responsible for leading sales efforts while managing and mentoring a team of sales and recruiters.
TECHNICAL SKILLS:
Operating Systems: Windows 10/8/7/Vista; WINDOWS NT/98 /95; WIN 2000/XP; DOS
Data Communications: INTERNET; INTRANET; EXTRANET; E-MAIL; EDI
Software Applications: SharePoint; Salesforce integration for Operational and Technical Support; PeopleSoft/SAP/JDE/Siebel/EBS/OT Archive Creation; Functional/Cloud ORACLE Modules which include AR/AP/GL/CM/OM/iReceivables/Vertex/VAT/China/Multiple Country Jurisdiction Specialist; Mercury Quality Test Director; Quality Assurance; Jira; Salesforce; Oracle Tutor/UPK; SABRIX; PRIMAVERA Project Management Software; LODESTAR; SCT BANNER CIS; ADEXA; METRIX ND; MS-ACCESS; MS-EXCEL; MS-OFFICE; MS-POWERPOINT; MS-PROJECT; MS-WORD; VISIO; IGRAFX; Adobe Print Shop; Visual Source Save (VSS); SOX standardization review; functional knowledge of PL/SQL
PROFESSIONAL EXPERIENCE:
Confidential, Austin, TX
Global Client Onboarding Operations Manager
Responsibilities:- Credential Management - Operations
- Developed and managed a Credential Management office
- Developed and managed processes to collect client credential data and integrate with Security & Compliance
- Identified gaps with security processes that are missing and build process for change management
- Developed and managed processes to collect PSE credential data (PII) and integrate with Security & Compliance
- Developed and managed processes to track and management password expirations
- Developed Secret Server process for delivering Engineer PSE Request Lists and Password resets.
- Developed Credential Management strategy, vision, processes, etc. (Strategy)
- ISO 20000 certification sought and received after introducing and becoming compliant to ITIL; providing our customer-oriented, efficient and effective supplier of IT services
- Managed, implemented, and supported Sharepoint design, upgrade
- Strong analytical skills with the ability to detect patterns and analyze disparate data. Excellent Excel graphing and data analysis required. Strong in PowerPoint and Word.
- Interacted, collaborated and built relationships with departments such as Finance, Revenue Recognition, Sales Operations, Legal, Security, HR, to ensure operations is well represented and productive partnerships are maintained.
- Lead by example, approachable and demonstrated a “can do” attitude to develop a culture of team work to drive the achievement and exceeding of targets.
- Understanding and use of SDLC, Scrum, and lean practices
- Proven ability to support project disciplines such as planning, reporting, risks, finance monitoring
- Creatively solved problems with limited resources and input. Always willing to rollup sleeves to accomplish tasks.
Confidential, Austin, TX
Senior Archive Analyst
Responsibilities:- Provided in-depth technical knowledge and expertise of multiple EBS Applications and Technology including the mechanics of software patching, maintenance, upgrading and installation methodologies by the vendor, to provide a comprehensive archive that is used by the Client and the Confidential Global Application Support team.
- Provide outstanding tax service support by responding to and researching tax notices/escalations presented in relation to the client archive.
- Created and presented to the client the archive document, as the archiving Expert during scoping sessions, with the ability to confidently answer archive related questions from the client technical and financial teams.
- Provided a detailed instruction guide to download software patches and media by release and platform for key areas listed above.
- Responsible for the improvement, growth and evolution of the archive process, including process documentation, best practices, tracking, and scoping.
- Worked closely with Account Managers who work with the client to gather scoping documentation and arrange scoping meetings. Track the status of numerous clients in the scoping process and report progress back to the Application Support leadership.
- Worked closely with the Archiving Services team who perform the approved downloading tasks and use some automated tools for validation. Validate the archive for overall completeness.
- Worked closely with the Onboarding, EBS and Technology teams to nominate developer tools clients will need installed to support the production environment now and in the future
- Was the primary contact for internal teams and the Client for questions and direction that arise during the onboarding and archiving process.
- Reviewed and understood commercial agreements and provided coaching to sales, onboarding and other teams on archive related requirements
- ISO 20000 certification sought and received after introducing and becoming compliant to ITIL; providing our customer-oriented, efficient and effective supplier of IT services
- Contributed to the support service which is running 24x7x365
- Communicated effectively across various organizations within Confidential (e.g., sales, client on-boarding, development & QA, support, etc.)
- Committed to excellence and high-quality standards
Confidential
Oracle/American
Responsibilities:- American Tire Distributor integration with Oracle R12 upgrade, review/develop a future-process design specific to R12 AP/PO/GL for US/Canada
- Salesforce/HCM integration with Oracle R12 upgrade, review/develop a future-process design specific to R12 AP/PO/GL for US/Canada
- Validate customizations and prioritize those that will be required for migration based on level of significance to the business.
- Develop and implement multiple test migrations and test scripts for implementation based on stringent QA standards; utilize Mercury Quality Test Director
- Facilitates problem solving and decision-making through the use of quantitative tools and processes
- Provide functional expertise on R12 Oracle modules such as AR/AP/GL/Inv as well as conversion mapping, business process mapping, interface work, pre-conversion work, and associated Tax issues for US/Canada; utilize JIRA for map/gap/testing/defect metric tracking
- Assisted in realizing Project Go-Live time line for expanded project integration add-ons
- Assisted and created project Change Management/Auditing/Operations documentation for project sign-off
Confidential, Austin, TX
Sr. Principal
Responsibilities:- Limelight - Salesforce, Cloud subscription service integration with Oracle R12 upgrade, R12 Oracle Workflow, review/develop a future-process design specific to R12 AP/PO/GL
- Review/implement Vertex (ORAMAST) tax use for WA State Client/US
- Developed Project Plan for proposed solution for integration with AP/OM/Inv/EBTax
- Validate customizations and prioritize those that will be required for migration based on level of significance to the business.
- Review configurations and make adjustments, create and resolve TARS.
- Prepare flowcharts for present and proposed systems to verify design logic and processes.
- Develop a high-level presentation regarding the Benefit Summary, Scope, Approach, and Objectives for the proposed solution
- Review/develop a future-process design specific iReceivables/AP/BPA/CM/iPayments/Vertex (ORAMAST)
- Develop and implement multiple test migrations and test scripts for implementation
- Provide functional expertise on Oracle modules such as AR/AP/GL/Inv as well as conversion mapping, business process mapping, interface work, pre-conversion work, and associated Tax issues.
- Assisted with realizing project revenue recovery in excess of 13 million
- Assisted and helped to recover Project Go-Live time line
- Assisted and created project Change Management/Auditing/Operations documentation for project sign-off - realized project revenue recovery for Confidential Oracle practice for North American Practice
- Achieved first-ever Vertex/ORAMAST tax update file for the US - jurisdiction tax rate update for US.
Confidential, Austin, TX
Sr. Consultant
Responsibilities:- Consultations for clients for small, medium and large Oracle implementations/integrations on Oracle modules such as AR/AP/GL/CM/OM as well as conversion mapping, business process mapping, interface work, pre-conversion work, and associated Tax issues.
- Perform analysis of client's current legacy functionalities and provide assessment on best process to migrate to R12.
- Communicate and promote partnerships within the teams and one-on-one business relationships to help reach consensus on business and team goals.
- Work with current client team members and contractor team members to promote an efficient and effective business partnership.
- Assist and review R12 assessment materials, deliverables and proposed solutions.
- Provide functional expertise on Oracle modules such as AR/AP/GL/CM/OM as well as conversion mapping, business process mapping, interface work, pre-conversion work, and associated Tax issues.
- Perform informational functional analysis, pre/post implementation support, best practice information, case study information, and “what-if" analysis.
Confidential, Coupland, TX
Business Services Implementation
Responsibilities:- Collateral Development and Sales Support.
- Develop product collateral aimed at partners, OEMs, sales and end users.
- Review brochures for accuracy in technical content, messaging and positioning.
- Review release documentation for accuracy and adherence to requirements.
- Co-ordinate timely update of product marketing collateral in the reference library.
- Provided on site technical support.
- Lead sales efforts while managing and mentoring a team of sales and recruiters.
Confidential, Chicago, IL
Functional Oracle Lead
Responsibilities:
- Oracle AR
- BR100
- MD050
- MD070 iReceivables
- Bill Presentation Architecture
- Advanced Collections
- Consolidated Invoices
- Cash Management iPayment
- OM integration with AR/iReceivables
- Reviewed Vertex tax use for US
- Developed Project Plan for proposed solution for integration with iReceivables and AR
- Validated customizations and prioritize those that will be required for migration based on level of significance to the business.
- Reviewed configurations and made adjustments, created and resolved TARS.
- Prepared flowcharts for present and proposed systems to verify design logic and processes.
- Developed a high-level presentation regarding the Benefit Summary, Scope, Approach, and Objectives for the proposed solution
- Created a future-process design specific to iReceivables/AR/BPA/CM/iPayments/Vertex with possible interations of Advanced Collections
- Developed and implemented multiple test migrations and test scripts for implementation
Confidential, Austin, TX
International Functional Lead
Responsibilities:- Performed the gap analysis, business analysis, BR100, MD050, full documentation and testing of the current implementation of the tax module International SABRIX/Oracle integration.
- Setup and configuration of Financials mainly AR to integrate with the SABRIX module.
- Assisted the client staff when requested in the technical development work required to migrate the existing customizations to the Oracle Applications AR environment
- Executed multiple test migrations for AR/OM using Mercury Quality Test Director
- Developed and implemented multiple test migrations and test scripts for implementation
- Performed full systems and integration testing with the client staff to ensure desired functionality is in place prior to production cut-over that included AR, DOMS, DPS, and other associated client interfaces using Mercury Quality Test Director.
- Assisted with training documentation review to ensure desired end product in place prior to end user training.
- Reviewed configurations and making adjustments, creating and resolving TARS.
- Reviewed configurations and test migrations for OM as they related to the integration and integration of the international tax module.
- R12 upgrade review and preparation
Confidential, Dallas, TX
Oracle Implementation Assessment and Review
Responsibilities:- MAP/GAP assessment of standard Oracle A/R to current practices/systems/customizations
- Assessment of standard Oracle OM practices/systems/customizations
- Created a future-process design specific to Billing and Credit Collections
- Developed a roadmap for incorporating additional organizations into the system model.
- Developed a high-level presentation regarding the Benefit Summary, Scope, Approach, and Objectives for the proposed solution
Confidential, Houston, TX
International Functional Oracle Implementation
Responsibilities:
- Developed business procedures from existing test scripts - Financials (AR, AP, and GL).
- Executed multiple test migrations AR/OM
- Reviewed and documented Vertex tax use for US
- Developed and implemented multiple test migrations and test scripts for implementation
- Validated customizations and prioritize those that will be required for migration based on level of significance to the business.
- Reviewed configurations and made adjustments, created and resolved TARS.
- Prepared flowcharts for present and proposed systems to verify design logic and processes.
- Performed full systems and integration testing with the client staff to ensure desired functionality is in place prior to production cut-over that included AR, AP, GL.
- Performed “Train-the-Trainer” processes and assist with end user training
Confidential / Confidential
Confidential, Irvine, CA
Functional Oracle Implementation
- Functional Lead on business needs analysis and documentation of change for Oracle 11i implementation using Oracle TUTOR.
- Cash Management
- Order Management (OM).
- Financials (AR, AP, GL).
- Developed business procedures from existing test scripts - Financials (AR, AP, and GL)
- Documented and presented re-engineered business processes for use within Financials (AR,AP, GL).
- Performed full systems and integration testing with the client staff to ensure desired functionality is in place prior to production cut-over that included AR, AP, GL.
- Assisted the client staff when requested in the technical development work required to migrate the existing customizations to the Oracle Applications 11i environment
- Documented and reviewed Vertex tax use for US and validation with SOX auditing requirements.
- Validated customizations and prioritize those that will be required for migration based on level of significance to the business.
- Reviewed configurations and made adjustments, created and resolved TARS.
- Prepared flowcharts for present and proposed systems to verify design logic and processes.
- Performed “Train-the-Trainer” processes and assist with end user training
Confidential, Dallas, TX
Responsibilities:- Worked with client staff to define objectives and goals for post-implementation
- Performed service order verification and completion
- Communicated with users to finalize post-production service order completion
- Reviewing configurations and making adjustments, creating and resolving TARS.