| Profile PeopleSoft 8 Certified Financial Management Consultant with 10 years experience in Information Technology and Financial Accounting. Industry experience includes Non-Profit, Consulting, Auditing, Retail, assisted living, manufacturing, distribution, and Public Sector. Objective To actively participate with growing organization while utilizing and enhancing my current skill set. Professional Experience Participated in many PeopleSoft Financial projects. Roles included Functional Team Lead, Project Manager, Post-Implementation Support, Report Developer, Trainer, and Troubleshooting. Experience also includes providing consulting services to 2 clients concurrently. PeopleSoft Financials 8.4 and PeopleSoft 8.3 Upgrade Project Manager, Jefferson Wells, International (June 2002 – present) Project Manager for PeopleSoft HRMS and Financials 7.5 upgrade to 8.3 and 8.4 including modules General Ledger, Accounts Payable, Billing, Accounts Receivable, Projects, Contracts, Expenses, Human Resources, Payroll, Benefits Administration, Time & Labor for international client in the Mid-Tier Auditing sector. · Created Risk Assessment and Risk Management plan. · Created Project Charter that included the Scope and Scope Management plan. · Created and managed project plan utilizing an accelerated methodology. · Created Issues database utilizing Access 2000, and managed the resolution of recorded issues. · Managed team of 4 functional and 3 technical consultants as well as 2 functional and 1 technical client resource. · Provided functional expertise and recommendations for financial module configuration. Functional/Technical Troubleshooter for PeopleSoft Education and Government, City of Milwaukee, Comptrollers Office (February 2002 – July 2002) Troubleshooting functional and technical issues for City of Milwaukee including Purchasing, Accounts Payable, and General Ledger. · Created PeopleSoft querries and custom SQL statements to help identify out of balance accounts for pre-encumberances, encumberances, and expenditures. · Provided analysis and insight into causes for out of balance accounts. · Developed customizations for Crystal reports. · Developed PeopleCode solutions to manage user related issues. · Developed Nvision report to aid in identifying balance inconsistencies. PeopleSoft 8 Project Manager, Michigan Sugar, Saginaw, MI (January 2002 – June 2002) “Hands-On” Project Manager for PeopleSoft Version 8.0 Financials and 8.3 HR Upgrade/Implementation including General Ledger, Accounts Payable, Purchasing, Asset Management, Inventory, Human Resources, Base Benefits, and Payroll modules at a privately held national sugar manufacturing company. · Chose and managed team of seven comprised of 4 technical and 3 functional resources. · Created and managed project plan utilizing an accelerated methodology. · Created Scope and Scope Management plan. · Created Risk Assessment and Risk Management plan. · Created Issues database utilizing Access 2000, and managed the resolution of recorded issues. · Provided functional expertise during requirements gathering, design, and Fit/Gap financials sessions. · Provided analysis and strategy expertise for data conversions. · Converted Chart of Accounts. · Converted multiple Inventory and Purchasing data tables. · Converted multiple HR, Base Benefit, and Payroll data tables. · Provided functional expertise for configuration and development of financial modules. · Provided strategic expertise for change management and data migration methodologies. · Developed customized Open Item Accounting system using custom records, views, pages, and components. · Developed customized Chartfield Mapping application used for reporting and conversions by designing custom fields, records, pages, and components. · Developed Trees used for reporting and combo editing. · Configured Combination Editing. · Developed and configured PeopleSoft Security for Financials users. · Developed Financial Statements using Nvision. · Developed Workflow for Purchasing. · Developed and configured Inventory Accounting. · Troubleshooting issues. PeopleSoft 7.5 Trainer, Finehost, Stamford, CT (December 2001) PeopleSoft 7.5 nVision and Query training. · Provided stand-up classroom training to functional end users. · Created and delivered PS nVision Participant Training Guide. · Created and delivered PS Query Participant Training Guide. PeopleSoft 7.5 Financials Lead, ARC, Barrington, IL (November 2001 – December 2001) GL, AP, AM, PC, CA Financials lead for Version 8 Upgrade Assessment. · Conducted working sessions with end users catalogueing current system use and processes. · Fit/Gap analysis for upgrade. · Developed Version 8 system data flow architecture for all financials modules. · Impact and ROI analysis of implementing additional Business Units into the current system. · Prepared and delivered final Assessment documentation and supporting materials. PeopleSoft 8 Functional Lead, Gedney Pickle, Chaska, MN (October 2001 – November 2001) GL, AP, and PO Functional Development and Support for in progress implementation of PeopleSoft 8 Financials and Supply Chain Management at a privately held national manufacturing company. · Developed and executed Vendor conversion. · Developed and executed GL conversion. · Developed Account and Operating Unit trees. · Configured US Consolidation. · Configured Allocations. · Configured Combination Edits. · Developed Income Statement, Balance Sheet, Departmental Expense, and Statement of Cashflow reports using Nvision. PeopleSoft 8 Functional Lead, Alterra, Milwaukee, WI (August 2001- September 2001) GL and AP Functional Lead for implementation of PeopleSoft 8 at US publicly held company positioned within the assisted living/elderly care market sector. · Led Gap/Fit Analysis sessions for GL and AP. · Led Design sessions for GL and AP. · Assisted with design for 3rd party application interfaces into PeopleSoft General Ledger. · Developed and delivered requirements document. · Developed and delivered configuration workbook. · Converted 2000 and 2001 General Ledger data. · Mapped and loaded Chartfields. · Developed the following GL related processes: Combination Editing, Allocations, Consolidations, Closing. · Developed Income Statement and Balance Sheet financial statements using Nvision. · Developed custom queries. · Developed multiple trees. · Setup and tested GL and AP modules within the “development” environment. · Provided Knowledge Transfer and training. PeopleSoft Functional Lead, ARC, Barrington, IL (June 2001 – August 2001) Functional Lead for PeopleSoft General Ledger, Billing, Accounts Receivable, Accounts Payable system for consulting agency within the Customer Support business sector. · Created custom Nightly Batch Process Job Definition. · Created custom panel and panel group to run Nightly Batch. · Created custom SQR to update Application Engine Run Controls. · Developed and delivered custom queries to improve manually intensive Accounts Receivable processing. · Identified “bug” and associated patches. · Tested system after each patch was applied. PeopleSoft Financial Support, Bethphage, Omaha, NE (Sept. 2000 – May 2001) Functional Support for PeopleSoft General Ledger, Accounts Receivable, Accounts Payable, Projects, Billing, and Asset Management for international Non-Profit organization within the developmentally disabled industry. · Provided troubleshooting for functional and technical issues. · Issue management. · Lead functional upgrade to V7.53. · Customized panels, panel groups, records, menus, menu items, and PeopleCode to enhance user functionality. · Modified SQR’s to extract and retain data not originally accounted for. · Created customized Nightly Process Job Stream. · Wrote and delivered custom Crystal and Nvision reports as well as custom queries. · Wrote and delivered 80 custom allocations. PeopleSoft Billing Module, One Inc., Hoffman Estates, IL (July 2000 – Aug. 2000) Project Manager, Sole Implementer for full Life Cycle Billing Module Implementation for North American CRM Consulting Agency · Responsibilities included Project Management, Scope Definition, Requirements Gathering and Analysis, Gap/Fit Analysis, Application Development, Crystal Invoice Development, Configuration, Customizations, Unit Testing, Training, Knowledge Transfer, and Documentation. · Implemented PS Billing Module into existing PeopleSoft and Great Plains environment, as well as made recommendations and changes to existing PS applications that included HR, Time and Labor, Expenses, and Projects Costing, for improvement of Business Processes. PeopleSoft Financial Suite Implementation, Jefferson Wells International, Milwaukee, WI (May 2000 – June 2000) Report Developer for full Life Cycle Financial Suite Implementation at North American Financials Auditing Firm · Responsibilities included coding reports using the PeopleSoft Nvision tool, PSQuery tool, Crystal Report Writer, and Excel. · Other responsibilities included gathering requirements for SQR reports, modifying existing Crystal and SQR reports. · Delivered all financial reports, a series of management reports, and numerous miscellaneous reports such as AP Trial Balance, Billing Invoices, Check Details. The financial reports were Board of Directors reports which included Income Statements by Corporate, Region, Office, all of which were monthly and quarterly; Balance Sheet by Corporate; Revenue Ranking by Office by month and year to date; monthly Statement of Cash Flow by Corporate. · Developed queries and a Nvision report for the HR implementation as well as made modifications to HR Crystal and SQR reports. PeopleSoft General Ledger, SBC Ameritech, Mt. Prospect, IL (Feb. 2000 – April 2000) Functional Lead for General Ledger cut over at North American Wire, Cable and Network Services Company. · “Cut over” is the term used to describe a replica informational system that runs parallel to the original system and on the original system networks, but is then disconnected from the original networks and reconnected to a network system similar to the original. Responsible for assuring that no referential data was lost in the cut over process. · Developed PeopleSoft Data Mover Scripts that were eventually used to remove data that was not required by the new information system. · Analyzed and recommended changes to the batch cycles. · Provided support and was troubleshooter for most issues. PeopleSoft General Ledger, Anixter International, Skokie, IL (Sept. 1998 – April 1999) Functional Specialist for the implementation of PeopleSoft GL 7.5 at a worldwide wire and cable distribution company that conducts business in approximately 60 countries · The project objective was to replace a legacy mainframe financial system with a new Y2K compliant financial package over an 18-month period. · Developed and implemented PeopleSoft 7.5 business processes that included worldwide Allocations and Year-End Closings. · Designed, developed, and tested approximately 800 allocation Process Steps which saved the company tens of thousands of dollars in man hours during the typical close cycle. · Implemented the Alternate Account and Enabling Separate DR and CR Account customizations for Version 7.5. · Designed, developed and built allocation specific tree. · Developed and utilized concurrency testing method designed to duplicate business processes at peak overload periods among many different time zones. North Shore Refrigeration, Skokie, IL 1/91 – 12/97, VP of Finance As VP of Finance, reported directly to CEO. Company was retail appliance sales and service industry leader in Chicago-metro area employing as many as 125 and having revenues nearing $30 million. · Managed accounting staff of 4 · Filed tax statements to various authorities including both Federal and State agencies · Provided financial reports to executive committee · Participated in selection of new information system · Lead implementation of new information system · Provided end-user training and documentation for new information system · Applied updates and patches to information system · Lead troubleshooter for information system failures · Developed and coordinated inventory management and controls · Analyzed and selected benefits packages for employees · Analyzed and selected vehicle lease options · Developed and implemented in-house credit and collections system Skills Profile Certifications: PeopleSoft Certified Financial Management Consultant. Authenticated at http://www.vue.com/authenticate Exams: PeopleSoft 8.1 PeopleTools Certification Exam Registration # 2725167 Validation # 107608100 PeopleSoft 8 Financial Management Certification Exam Registration # 2725166 Validation # 126713643 Technical: SQL, SQR mods, PeopleCode, PeopleSoft Panels, PeopleSoft Menus, Data Mover, Import Manager, Security, Process Scheduler, Traces, Application Engine Functional: PeopleSoft General Ledger, Billing, Projects, Accounts Payable, Accounts Receivable, Asset Management Reporting: Nvision, Crystal, PeopleSoft Query Education Loyola University, Chicago, IL, BBA/Accounting, 1983 Training PeopleSoft PeopleTools I 7.0 PeopleSoft PeopleTools II 7.0 PeopleSoft PeopleTools III 7.0 PeopleSoft General Ledger I 7.0 PeopleSoft Accounts Payable 7.0 PeopleSoft Purchasing 7.0 PeopleSoft Projects Costing 7.0 PeopleSoft Budgets 7.0 |