Professional Summary

Accounting and IT professional with over twenty years experience as a Financial Application/ERP Business Analyst and Project Manager. Skills include communicating closely with key stakeholders, executive level management, project team members, user groups and IT members during all facets of the project and software development lifecycle, in addition to strong leadership and documentation skills. Proven ability to provide both technical and business process improvements, due to the wide variety of project work and exposure to a wide range of business environments. Familiar with various implementation methodologies including Agile, waterfall and SDLC as well as MS Office including Access and SQL.

Family Matters,

Due to an unexpected family situation I needed to take off time from working professionally.

Confidential

, Contractor

Served role as GL Business Analytics Consultant in the Business Intelligence Group. Main responsibilities were working with the GL users and providing detailed information to the BI developers so that the users could add the analytical reports to their Oracle dashboard.

Confidential

Senior Consultant

Served role on any given assignment as project manager or specialist, which involves oversight and documentation of planning, high-level and detailed design, requirements gathering, system configuration, process improvement, system integration, development, testing, training, end-user documentation, cutover and post go-live support. Close communication with the project team, users, Beacon, client executives and IT is always required.

Confidential

Project Manager and Manager of Financial Business Analysts

Roles, Responsibilities and Accomplishments included:

• Oversight of business analysts which were direct reports serving as liaisons between the functional and technical groups in the areas of Financials/Supply Chain, Reporting and Grants. Responsibilities in this role also included consistent communication, both written and oral, with organization executives, key individuals in the supported user groups, constant interaction with peers in the information technology group and managing the involvement and tasks of third-party contractors. In addition a hands-on role in requirements gathering and creating both functional and technical specifications required a very close relationship with both the IT and user groups.
• Undertook a self-imposed initiative to review and revise all business process documentation involving the user groups for which my group had responsibility. Many changes to the current process structure were put in place with the approval of the executive group. The changes made and the fostering of proactive attitude within my group greatly increased the confidence of the user group and members of the IT team which cultivated an environment of trust and openness among all groups involved.
• Served as the project manager for the implementation of PeopleSoft AR/Billing. This project included two direct reports, six functional users, two technical group members and four outside consultants. This involved leading six separate JAD sessions involving participants from the executive level to data entry individuals, overseeing design and technical specification documentation prepared by the direct reports and consultants, planning the testing and overseeing development of the related documents including test scripts and approach, planning and oversight of training to the various user groups. The decision to use the front-end Adobe Flex software provide exposure to this software tool and how it can be utilized in the ERP environment.
• Heavily involved with the planning of the PeopleSoft upgrade. This undertaking included individuals from the executive team and key internal customers and was a critical decision point as the overall financial systems upgrade was slated to occur after the initial implementation of the AR/Billing applications. The existing financial applications desired to upgrade to PeopleSoft version 9.1 as it was the latest and greatest whereas the AR/Billing group preferred version 9.0 as it was deemed more stable. This was obviously a critical decision affecting the business analyst group due to support considerations.
• Worked very closely with the Business Intelligence team to further understanding of how the tool was utilized and recommended improvements in data capture based on user reporting requests.

Confidential

, Business Analyst/Project Manager

Roles, Responsibilities and Accomplishments included:

• Served as the Business Analyst/Project Manager as Enterprise Architect in the implementation of the SAP Financial and Supply Chain suite of applications. This role was in a large organization which also utilized PeopleSoft, JD Edwards, Matrix One, Siebel and other in-house systems to meet their back-office software needs. This was a technical project manager role and the complexity centered around the number of software systems, the number of user groups within each software system, the necessary integration of third-party partners and the as-of-yet lack of a future vision for the overall internal and external solution. This role required communication with many executive level individuals, both internal and consultants, and numerous members of the worldwide project team needing guidance for preferred integration tools and overall strategy. My effort was to lead the team to agree on a standard tool for integration, in this case SAP, in order to grow a more standard in-house technical skillset for future development and support. In order to accomplish this task much effort was put towards gathering of both functional and technical requirements and the creation of technical plan, design and integration documentation.
• Functioned as the lead in refining policies and procedures for the Project Costing and Contracts modules being managed by Oracle application software. This role included revising original software requirements to properly reflect internal procedures and the delivered Oracle applications. Recommendations for process improvements were accumulated via significant time spent with the users and executive of the group and presented to the organization's Steering Committee.

Confidential

Senior Software Consultant

Roles, Responsibilities and Accomplishments included:

• Project manager for the implementation of seven integrated PeopleSoft applications. The project applications were Billing, Time Expense, Project Costing, Customer Contracts, Accounts Receivable, Accounts Payable and General Ledger. This included conducting and documenting JAD sessions, documenting application requirements and procedures for maintaining the applications based on internal policies, testing the integration points of all the applications and creating the user training documentation. This project included two other members of the technical team and three users from the corporate subsidiary. The nature of the project required consistent communication with both LexisNexis and subsidiary executives as well as the project team members. This was a critical project as a truly integrated internal system needed to be demonstrated in order to win approval of highly sensitive government projects.
• Served as the Technical Project Manager on the implementation of PeopleSoft eProcurement in release 8.9 and integration with the Lexis Nexis Business Intelligence reporting data warehouse. This role required leading the JAD sessions and providing the resulting fit/gap documentation for the functional users, preparing the technical detail design documentation, maintaining the technical portion of the project plan and oversight of the testing and training documentation. The role also involved leading the weekly overall team status meetings and working closely with the business intelligence group to provide design information and the creation of SQL scripts in Oracle to support their nightly data loads into the BI warehouse. This project included seven other technical team members four of which were off-shore resources , two corporate project members and four functional users. This implementation served as the world-wide blueprint for the global implementation of ePro by the parent company of LexisNexis.

Confidential

MA Senior Consultant, Practice Director

Roles, Responsibilities and Accomplishments included:

• Served as project manager or project specialist on over twenty projects throughout tenure at Beacon. These projects ranged in size anywhere from individual projects to several numbering over fifty internal and external resources. The role on any given assignment, be it as project manager or specialist, involved oversight and documentation of planning, high-level and detailed design, requirements gathering, system configuration, process improvement, system integration, development, testing, training, end-user documentation, cutover and post go-live support. Close communication with the project team, users, Beacon and client executives and IT was always required.
• PeopleSoft applications exposed to include Asset Management, Accounts Payable, Project Cost, Contracts, General Ledger and Purchasing. Releases implemented ranged from versions 2.2 to 8.9 during this time.
• Responsible for working with PeopleSoft as a specialist to design and test a complete archiving system for the AM module. This project required creating the concept for archiving data and related Oracle SQL scripts based on various user provided parameters. A Beacon and PeopleSoft technical resource were involved in the project and the results were validated by user testing.
• Supervised up to seven direct reports while serving as Field Manager and Practice Director. Responsibilities included annual performance and compensation reviews as well as coordinating skillsets for placement on project opportunities. Consistent communication with direct reports, fellow Field Managers and various executives was required in this role.
• Project experience includes working in the financial services, manufacturing, government and non-profit industries.

Confidential

Senior Accounting Analyst, Tax Analyst

• Responsibilities included overseeing the general ledger and fixed asset systems with two direct reports. Consistent communication and dealings with executives and peers in the Corporate Accounting group as well as divisional accounting groups. The role required extensive work with corporate budgeting process, fringe reserve analysis, corporate allocations, and prepared management earnings results and plans.
• Served as the project manager on the implementation of PeopleSoft version 2.2. This required extensive communication with the project team, divisional accounting groups, the IT group and executives across the company.
• Responsibilities while serving in the Corporate Tax Group included preparation of sales/use tax returns, state income/franchise tax returns and handling audits of this nature. Reported to the Corporate Tax Director.

Confidential

Assistant, Staff and Senior Auditor

Major focus in insurance industry and deferred compensation plans. Responsibilities ranged from day-to-day work on audits to planning and running a large out-of-town audit and dealing closely with executives and peers.