Resume

******** *************, MBA, PMP

***********@*****.***

(913) *** - ****

Over 14 years of hands-on global implementations & leadership experience in

multiple projects involving Oracle Financials & Oracle Projects modules

(R10.7 thru R12), and 5 years in Accounting. Experience includes 2.5 years

of Manager role with Deloitte, a leading Big 4 global consulting firm.

Solid experience in team & project leadership, and hands-on solution design

& Financials modules setups in PTP, PTR, PTC and OTC/ITC tracks. About 2.5

years of Oracle R12 global implementation experience in Financials &

Projects modules.

Functional Experience:

. Functional expert in business analysis, requirements gathering, gap &

fit analysis, business process re-engineering (BPR), solution design,

testing, cut-over, production support, and end user training.

. Led project tasks using standard project methodologies (Deloitte EVD,

Oracle AIM, etc.).

. Extensively used Oracle AIM templates RD50, BR30, BP60, BP80, BR100,

MD50, TE40, and CV10, and created User Documentation (Procedures, User

Guides, Training Materials).

. Performed setups for several Financials modules including

globalization /localization functionality for NA/EMEA/APAC with multi-

tax and multi-org (MOAC) needs.

. Led/conducted Workshops, Conference Room Pilots (CRP), and Proof of

Concept (POC) events.

. Created custom solutions for accounting and business processes to

address gaps & issues.

. Created functional designs for data migrations, upgrades, and

integrations.

. Successfully trained over 250 users using classroom & web conferencing

formats.

. Supported Month-End Close & Year-End Close &

Balancing/Reconciliation activities for various Financials modules,

and created procedures/cheatsheets/guides.

. Successfully served as a liaison between the users/functional teams

and the IT teams.

. Ensured compliance with SPLC, Sarbanes-Oxley (SOX) provisions, and

Quality policy.

. Successfully interacted with all levels of client resources,

vendors, and implementation partners.

Systems Experience & Skills:

Oracle ERP: (Oracle E-Business Suite Release 10.7, 11i, and 12.0.6)

. AP, GL, SLA, AR, FA, CE, EB Tax, Treasury (XTR), OM, HR, PO, TCA,

Project Costing, Project Billing, iExpenses, Payments, Advanced

Collections (IEX), iReceivables, Trade Management, AGIS, AME, Grants

Accounting (GMS), Globalization/Global Financials/Global Accounting

Engine (AX), Incentive Compensation, Multi-Org (MOAC), OKS, SA, Web

ADI, FSG, RXi, DataLoad. Applications Functional Architecture,

Applications Tables, Interfaces/Integration

Operating Sys/Tools:

. Windows, UNIX, MS-Access, basic skills in SQL, SQL Developer

General Tools/Applications:

. Project Management Tools: MS Projects, PROMIS, Oracle AIM, Deloitte

EVD

. Business Intelligence Tools: COGNOS, Discoverer, DATA MART Business

Intelligence Center

. Microsoft Applications: Word, Excel, PowerPoint, Visio, SharePoint

. Other: Documentum, Mercury IT Governance, Mercury Test Director,

Taxware, Vertex, Raindance and Centra Web-Conference, HP Open View,

Trac It, and Deloitte IndustryPrint

Publications and Presentations:

. R12 SLA & Financials (AP/AR) presentation on new features, June, 2009,

MO

. Intercompany Concepts and Leading Practices, April, 2009, MO

. R12 Oracle Financials Functional Architecure, Feb, 2009, MO

. R12 Oracle General Ledger (GL) presentation, November, 2008, MO

. DataLoad tool for Data Loading/Entry/Migration (OAUG 2006, Nashville,

TN)

. Web Applications Desktop Integrator (Web ADI) (OAUG 2005, Dallas, TX)

. Providing Useful User Support (KCOUG 2005, Kansas City, KS)

. AR Trading Community Architecture (TCA) (OAUG 2003, Europe)

. Oracle RXi Reports (Best Paper of the Month on the Oracle AppsWorld,

2003)

. Oracle RXi Reports (OAUG 2002, Toronto, Canada)

Education:

. MBA (Finance and MIS) - 1994

. BS Accounting - 1988

Certifications:

. Project Management Professional (PMP) from PMI

. Oracle Certification in Financials from Oracle Corporation

. Finance Transformation (FT) Certification (Level II) from Deloitte

Legal Status: US Citizen

PROFESSIONAL EXPERIENCE (ORACLE ERP PROJECTS)

1) American Express, Phoenix, AZ

Jan 2010 - Present

Role: Oracle Configuration Lead (AP, PA, SLA, EB Tax, CE,

Payments/Disbursement)

Project: Global Implementation of Oracle EBS

Phase I - Singapore, Japan, Taiwan, Hong Kong markets

American Express is a leading global payments, network and travel company

operates in over 130 countries, and has about 60,000 employees and more

than USD 24 billion in revenues.

Accomplishments/Contributions:

Leading and performing system configuration and creating BR100s for AP,

PA, FA, CE, SLA, EB Tax, Payments modules. Driving the off-shore

technical/functional teams to meet the deadlines for various deliverables.

Responsible for reviewing BP80s and BR30s, and designing solutions to meet

the finalized requirements.

Designed MD50s for Invoices Interface from Concur, Serengiti & CPC to

Oracle AP. The interface design includes calculating/deriving tax

information using EB Tax configuration.

Designed custom SLA rules for AP, PA, and FA modules to address accounting

gaps & issues. Designed integration solutions for AP and Payments modules.

Coordinating with offshore and international teams (Deloitte India,

Deloite Belgium, and IBM India, and IBM Singapore) on finalizing the

requirements & system design, resolving open issues, and developing &

executing test scripts for SIT (AP, Payments, PA, FA, SLA, EB Tax).

Worked with Oracle Support on resolving and clarifying product

functionality issues in order to finalize the design options.

Created/contributed to project plans for various workstreams (e.g.

AP/Payments, EB Tax, SLA, etc.).

Coordinating with cross-functional experts on integration design and test

strategy development.

Creating weekly & ad-hoc status reports, decks, and proof of concept

documents.

Technical Environment: Oracle EBS R12.0.6, AP, Payments, (Disbursements),

Project Costing, FA, PO, EB Tax, SLA, GL, Concur, Serengiti, Mercury Test

Director, MS SharePoint, and Oracle AIM.

C

l Role: Oracle R12 Financials Lead/Manager, 7 Months

i Project: Bt2 - 'Building Tomorrow Together' Oracle ERP R12

e Implementation

n A Fortune 500 world's largest manufacturers of brand-name home improvement

t and new home construction products with about 40,000 employees and about

N $9.6 billion of global sales.

a

m Role Details: Responsible for implementation and post-production initial

e support of Oracle Financials modules. Leading onsite (6) and offshore (5)

(Mumbai & Hyderabad, Deloitte India) functional & technical resources on

R12 Oracle Financials roll-out including AP, AR, GL, CE, SLA, iExpenses,

Approvals Management (AME), Payments, FA, Trade Management, iReceivables,

Oracle Discoverer, and Sabrix Tax system.

Accomplishments/Contributions:

Gathered/reviewed Requirements for Financials modules, and created MD50s

for CEMLIs.

Configured AP, GL, AME, AR, CE, FA, EB Tax, SLA, and Multi-Org.

Designed and configured custom SLA solutions for AP, AR, FA, and Costing.

Designed and configured AME to create approval rules for Credit Memo

approval, AP Invoice approval. Led the requirements analysis and design of

Oracle iExpenses implementation.

Implemented custom reports in Oracle Discoverer (OBIEE).

Led implementation of custom Invoice Consolidation solution, and Credit

Memos interface in AR.

Led User Acceptance and Regression Testing for final roll-out of R12

upgrade. Created project plan, Test Plan, and coordinated the test

execution with Business, Technical Team and Functional Team.

Timely status reporting, escalating issues, and negotiating for

resources/priorities.

Supervised the work of functional and technical teams, and provided

priorities/direction/guidance.

Coordinated with offshore (India) teams everyday on various project tasks,

and worked with Business teams on creating solutions, and testing.

Created test plans for UAT and Regression testing activities. Guided and

trained end-users during test execution process.

Technical Environment: Oracle Financials R12.0.3 (AR, GL, AP, SLA, eBTax,

FA, IEX, AME, CE, Trade Management, Property Manager, OM, PO, Multi-Org,

Discoverer Reports, Sabrix, Trac IT, Test Director, and Share Point.

C

l Role: Oracle R12 Financials Lead, 10 months

i Project: Global Plan to Report (PTR, PTP) R12 Upgrade

e The world's leading interactive entertainment software company with about

n $3.7 Billion in revenues, nearly 9,000 employees, and several offices

t across the globe.

N

a Role Details: Responsible from scoping to deployment of R12 Financials

m upgrade Phase 1 for NA, EMEA, and APAC regions. Performed risk

e identification and mitigation as the project was highly visible and

aggressively scheduled with resource and time constraints.

Accomplishments/Contributions:

Created, updated & communicated Project Plan and schedules.

Analyzed As-Is Business Processes, Systems Overview/Integration, and

review of existing 11i setups, and creating an upgrade route map for AP &

Payments modules.

Performed/reviewed R12 GL, AP, Payments, CE, AGIS, and

Globalization/Localization setups. Setups included: Ledgers, Legal

Entities, MOAC, SLA, AGIS, EB Tax Engine, Banks, IEX, Re-design of Chart

of Accounts/Accounting Structure.

Integration of GL, SLA, AP, AGIS and CE modules within Oracle and with

outside third party systems. Designed migration of open Invoices interface

from legacy to Oracle AP.

Performed Month-End/Year-End Optimization analysis to reduce the close

cycle and minimize the sub-ledger to GL interface issues. Created a

solution to enhance reconciliation process, and user procedures/cheat

sheets to support the close activities.

Identified and reviewed integration points between P2R and P2P project to

be included in Design and Testing. Created documentation using Oracle AIM

templates including RD50, BR100, MD50, and TE40.

Planned and executed three Design Workshops with client for NA, EMEA, APAC

regions.

Partnered and led the project teams consisting of client resources &

Oracle consultants.

Executed testing, delivered training, and deployed Phase 1.

Provided status reporting to stakeholders, managed expectations & conflict

resolution.

Technical Environment: Oracle Financials R12.0.3 AP, GL, CE, SLA, Global

Financials (Globalization), Banks, E Business Tax, Advanced Global

Intercompany System (AGIS), Payments, iExpenses, Multi-Org Access Control

(MOAC).

C

l Role: Project Manager/Globalization Lead; 7 Months

i IBIS Implementation (Deployments 4 & 5)

e

n A leading Fortune 200 software, systems and services company with more

t than $13 Billion in revenues, nearly 35,000 employees, and more than 100

N offices across the globe.

a Project: Integrated Business Information System (IBIS) - a multi-million

m dollar, 500+ project resources, multi-phased-global deployment.

e

Role Details:

1) As a Scrum Project Manager (Financials), responsible for

leading/configuring the Financials implementation (AP, iExpenses,

iPayments, AR, iReceivables, Advanced Collections, GL, Treasury XTR, CE,

OM, OKS and Shipping modules), involving multiple scrum teams (each

consisting of Client SMEs, Functional resources, and Development teams -

Onsite & Offshore).

2) As Oracle Globalization Lead, responsible for configuring and

delivering Globalization /Localization functionality for about 50

EMEA/APAC countries. Responsible for generation of Client Facing Documents

(CFD) for in compliance with local legal requirements for EMEA & APAC

regions for AP, AR and GL modules.

Accomplishments/Contributions:

Led the team of about 30 resources comprising of client/business SMEs,

Functional consultants, and Development Leads/teams (onsite/offshore).

Created & updated Project Plans, and reported daily/weekly status to

project leadership.

Reviewed setups for AR, AP, GL/AGIS, Payments, Adv Collections, Treasury,

CE, iReceivables, and Tax. Tested the functionality by processing

transactions and reports. Responsible for CFD audit for Localization rules

for compliance.

Performed & reviewed R12 configuration for Proof of Concept as part of

Deployment 5 activity for Financials modules GL, AR, SLA, EB Tax and

Multi-Org (MOAC).

Performed setups for Financials Globalization/Localization setups for

EMEA/APAC regions (including Global Descriptive Flexfields, Tax, country

specific business and statutory rules.

Performed functional testing of Financials and Projects

modules/integration.

Reviewed various AIM deliverables (BP80, BR100, MD50, MD70, and TE40) with

the team/s to ensure quality, and coverage of solution in design and

development.

Created and implemented risk mitigation strategies related to resources,

scope, and schedules from time to time during the project execution and

monitoring.

Created and executed plans for Financial Integrity Testing (FIT) and

cut-over activities.

Fostered excellent relationships with Client resources, Development

Leads/teams (Oracle Consulting), and Functional resources (Oracle

Consulting).

Successfully delivered the results well ahead of time by proactively

identifying roadblocks and implementing mitigation strategies.

Technical Environment: Oracle Financials/Supply Chain (AR, AP, Global

Financials (Global Accounting Engine AX), GL, Project Accounting,

iReceivables, Payments, iExpenses, Advanced Collections (IEX), OM, CE,

Treasury, Shipping, Instalbase, Service Contracts, Incentive Compensation,

Trade Management, SA, TCA) R12, 11i, v10.7 (Shipping), Multi-Org, DataLoad

Tool, Sabrix, and Mercury Quality Center.

C

l

i Role: Functional Lead (PA, GL, SLA, AP, Payments, GMS); 6 months

e Global Projects Solution (GPS) R12 Implementation (combination of PTP,

n PTR, Project To Close Tracks)

t

N A leading Fortune 500, Global 500, and World's Largest research-based

a biomedical and pharmaceutical company with nearly $49 Billion in revenues

m and offices worldwide.

e

Accomplishments/Contributions:

Performed As-Is business processes, requirements analysis, and created

To-Be business processes based on leading practices. Performed system

setups and verification.

Created Roadmaps, Work Plans and Governance Model for Canada roll-out

(Phase I), US roll-out (Phase II), and Global roll-out (Phase III,

EMEA/APAC) of Oracle Projects suite (Costing, Billing, Resource

Management, and Project Management), Oracle Time & Labor, Oracle Clinical

Applications, Projects Intelligence, GL, Grants Accounting, and AP.

Analyzed the reporting requirements (including Federal funded research

projects) with the client and provided recommendations. Created month-end

close procedures.

Helped client with creation of Work Breakdown Structure (WBS) for IT

projects by collecting industry standards based on PMI recommendations.

Executed Phase I roll-out for GL, Projects Costing, Billing, Grants & AP

modules.

Technical Environment: Oracle Financials R12 (GL/SLA, AP, Payments),

Projects (Costing, Billing, Project Management, Resource Management,

Intelligence), Grants, MOAC.

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i

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n

t

N

a

m

e

Role: Oracle Financials/Globalization Lead; 5 months

Project: Global Financial System Implementation/GEARS Project (Phase 1)

A leading Fortune50 computer manufacturer & seller with nearly $60 Billion

in revenues, 79,000 employees, and offices all over the world.

Role Details: Lead the Financials & PA implementation for the global

financials system.

Accomplishments/Contributions:

Supervised the collection & evaluation of global requirements, and

evaluation of critical business scenarios for Phases 1 & 2 for AR, AP, PA,

PO, iExpenses, CE modules.

Led the Design workshops by developing To-Be Business Processes based on

best practices/industry standards using best practices.

Developed and delivered solution for Commercial and Government business

(hardware sales and installation projects). Government business had both

Federal and Public Sector/Government Agencies (State, County, etc.).

Reviewed/Performed system set ups for Oracle Financials modules (AP,

iExpenses, Project Accounting (Billing/Costing), PO, CE, Collections) for

testing and CRPs for EMEA and Mexico). Performed

Globalization/Localization setups including Global Accounting Engine (AX)

functionality, Global DFFs, Tax Codes, Document Sequencing, Multi-Org,

etc. Conducted configuration verification testing for Financials.

Created & executed project plans and test plans. Performed integration and

functional testing. Delivered end user training as part of transition

activity.

Supervised functional and technical teams, and provided

priorities/direction/guidance.

Planned, created, communicated, executed and monitored the test

plan/schedules.

Created BR100, TE40, and Deployment/Cut Over plans.

Helped, guided, and trained the users during UAT execution process. Led

extended regression testing cycles and cut-over activities.

Technical Environment: Oracle Applications (AR, GL, AX, OM, AP, CE, PA,

HR, PO, OKS, Inv, iExpenses, Adv.Collections, SA), v 11.5.10, Multi-Org,

Oracle AIM, Mercury Test Director and DataLoad Tool.

Role: Oracle Manager/Functional Lead; 13 months

Oracle Financials - Implementation & Support (ITC, ITP, PTR))

Leading diversified media company with more than 15 offices in the US and

Canada. This is a new company formed as part of separation from the parent

company Primedia.

Role: Responsible for leading full-cycle project implementation of Oracle

Financials (GL, AP, CE, FA, AR, Treasury XTR, iExpenses, PO, OM modules)

implementation, and production support.

Accomplishments/Contributions:

Supervised various teams and guided IT on design & setups (incl.

Multi-Org).

Led the migration activity from parent systems (Solaris) to Prism (Linux).

Successfully interacted with project sponsors, business managers, end

users, technical staff, and vendors on a day-to-day basis.

Created project plans, performed execution, status reporting, and risk

mitigation.

Redesigned Chart of Accounts to reflect the new company structure after

spun-off from parent.

Created migration plan for FA, AR, AP, GL (legacy to Oracle).

Provided production support for Month-End process, AR LockBox processing,

AP Positive Pay process for bank reconciliation, CE Cash Forecasting, Bank

Statement upload, and XTR integration with third party organizations.

Researched problems/issues, extracted trace/log files for problem solving.

Interacted with Oracle Support (SR/Tar's), and used Metalink for

troubleshooting.

Led functional, integration, and User Acceptance testing. Extensively used

Oracle AIM templates BR100, MD50, TE40 for implementation documentation.

Delivered End-User training and provided production support.

Technical Environment: Oracle Financials (AR, GL, AP, iExpenses, CE, FA,

Treasury) v 11.5.10, Multi-Org, Workflow, and DataLoad Tool.

C

l Role: Senior Functional Lead/E Business Suite Project Lead, 7 years

i Oracle Financials/Projects - Implementation & Support (PTR, PTP,ITC)

e

n $1.4 billion Forbes500 engineering/power/construction firm with 90 offices

t worldwide.

N Role Details: As a Senior Project/Functional Lead for Financials and

a Project modules, successfully led multiple global implementations (NA,

m EMEA, APAC), migrations, upgrades, & support. Configured and supported

e commercial & government-funded/Federal projects.

Accomplishments/Contributions:

Supervised/led the implementation, support & development teams (onsite &

offshore), prioritized, delegated & monitored tasks, provided direction

and performance feedback.

Created project plans, and performed execution, monitoring and status

reporting.

Performed gap & fit analysis, requirements analysis, solution design,

setups for GL, AR, PA, AP, FA, CE, iExpenses, PO, GMS, including

sub-ledger setups for more than 120 global operating units, more than 60

sets of books, and PA (Billing/Costing) setups for about 20 OUs.

Performed Month-End process, Bank Reconciliation in CE, created Positive

Pay process for CE and AP reconciliation, CE Cash Forecasting and Working

Capital analysis to help users, CE integration with AR, AP, GA and PB.

Led integration, migration of data, QA & user acceptance testing,

delivered multiple end-user training sessions, created user guides and

ad-hoc procedures.

Prepared business cases & cost-benefit analysis. Delivered

proof-of-concept & CRPs.

Led Data Warehouse and Data Mart Business Intelligence projects for AR,

GL, & Projects. Designed interfirm billing system (IBE) and processed

billings and eliminations.

Contributed to various Six-Sigma projects by providing and analyzing

cost/budget info.

Interacted with senior management, global users, vendors, contractors,

Oracle Support, and successfully acted as a liaison between user/business

community and the IT staff.

Ensured compliance with SPLC procedures, Sarbanes-Oxley provisions, and

Quality Assurance policy. Contributed to the development of Best Practices

for Financials.

Created and ran ad-hoc reports/procedures for internal & external audit,

for month-end & year-end close, for Six-Sigma initiatives, and for

balancing & reconciliation activities.

Federal projects: Collected Requirements for Grants Accounting (GMS)

module, configured (setup) the GMS module and integrated with Financials &

Project Accounting modules for Sponsored projects from Federal Government.

Setup Awards (templates, types, terms/conditions, allowed costs,

distribution rules, etc.). Setup projects funded by Awards, setup Project

Costing and Billing functionality to generate and track project costs,

revenues and invoices related to Awarded projects. Generated draft

invoices and interfaced those to AR for invoicing and cash application.

Helped users in meeting Government reporting requirements by producing

standard forms/reports. Supported the Grants Accounting module and

resolved issues in the interfaces from Grants/Projects module to AR and GL

modules. Trained users on using Grants and Project Accounting modules.

Technical Environment: Oracle Financials/Projects/Procurement modules

10.7SC thru 11i (GL, AR, AP, PO, FA, CE, XTR, Incentive Compensation,

Project Costing, Project Billing, HR, Taxware, WebADI, FSGs, RXi, Cognos,

Multi-Org, InterCompany), Workflow, Federal projects, and Special

projects.

C

l Role: Oracle Functional Consultant; 7 months

i Implementation of Oracle Financials (PTR, ITC, ITP)

e

n A division of GE that sells and delivers inspections of plant and other

t machinery for safety, regulatory, and operating programs.

N

a Accomplishments/Contributions:

m Performed requirements gathering, and gap & map analysis, setups, and

e testing.

Configured GL, AR, AP and CE modules as per the business process needs.

Created functional design for data migration, and training materials &

user manuals.

Led Post-implementation evaluation & closure activities (transition to

support).

Technical Environment: Oracle Financials v10.7 SC, Oracle AIM, Multi-org

Role: Functional Consultant, 4 months

Implementation of Oracle Incentive Compensation/Predator study

A Fortune-500 global leader in telecom company. The project involved

implementing Oracle Incentive Compensation module in Oracle Applications

10.7SC.

Accomplishments/Contributions:

Gathered requirements, and performed gap/fit analysis for Oracle Incentive

Compensation module, Oracle HR Foundation, and legacy Receivables (AR)

modules.

Performed module setups and integration setups, created test scripts,

performed functional testing, interacted with cross-functional teams on

issues resolution, and trained end users

Also, worked on a separate activity involving an Oracle Predator

cost-study of call events and performed the cost-benefit analysis for

various call categories. Extracted data from Oracle database, and

delivered demonstrations for client/business leaders.

11) Cisco / ICL, California & India

Jul 1997 - May 1998

Role: AR Functional Analyst; 10 months

Millennium to Oracle ERP Conversion

Role Details: Responsible for creating a functional design for converting

AR and GL functionality from 10.6 to 10.7 SC. Managing off-shore IT team

for development & customization activity.

Accomplishments/Contributions:

Responsible for requirements gathering, AR & GL setups, creation of test

scripts, and QA testing.

Researched, identified and consolidated user needs for reports

customizations.

Interacted with off-shore IT team in India to get the development work

done. Executed and monitored the project activities and deadline, and

reported weekly status to PM. Provided end-user training.

Successfully handled conversion within schedule.

Work Prior to 1997:

. 2 Years as a Business Systems Analyst (Financial Systems), India

. 5 Years as a Financial Analyst (Accounting & Financial Operations), India

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