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Oracle Financial Functional Consultant

October 30, 2018

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Multi-skilled professional with nine (9) years of experience as an Oracle Financial Functional Consultant experience in multiple End-to-End Implementation projectsand project management activities

Functional and Business experience in Oracle ERP in a variety of large Projects with Full Life Cycle Implementations, Upgradation and Post Production

Concrete understanding and working knowledge on various core concepts of Oracle financials including and not limited to, Multi-Org architecture, Multiple Reporting Currencies, Trading Community Architecture, AP/AR Netting, Revenue Recognition, Consolidation revaluation and translation, Mass Allocation, Chart of Accounts, FSG, and Flex fields

Support of Oracle Applications including applications such as I-expense, I-supplier and I-procurement for R12 implementation

Experience in maintaining documentation and using the Application Implementations Methodology (AIM), which includes Business Functional Requirement analysis, Understanding AS-IS & TO-BE process, Gap analysis and providing solution design and building RICE components as a part of fit gap analysis, System configuration and testing (BP 80, RD20, BR30, BR 100, MD 50, CV 40 &TE 40)

Experience in preparing RD050, BP080, BR100, BR110, MD050, and other AIM Documents

Experience in providing application requirements gathering, designing, development, functional and technical documentation, and debugging. Performing business process mapping, Gap analysis and user training

Strong problem solving and analytical skills with good written and verbal communication skills and very comfortable in interacting with all levels of business management

Extensive knowledge on FSG reports configurations and experience on change management tools such as STAT quest


Master of Science in Computer Science and Quantitative methods

Predictive Analytics Concentration

Bachelor of Science in Pure and Applied Mathematics

Technical Skills:

Oracle ERP: Oracle Financials R12&11i – GL, AP, AR, CE, FA, E-B Tax, PO, I-expense, Sys Admin, SLA, P2P, O2C and A2R

Other Tools: Web ADI, Toad, Data Loader, Discoverer, OBIE, SQL*Loader, SQL*Plus and MS Office

Statistical Tools for other analysis: SAS, R, SPSS, Minitab

PCS – CTS, Houston, TX{Jan 2017 – Present}

Pcs-Cts is a privately-owned Data Processing and Equipment-Maintenance company that uses oracle EBS for resource planning. I joined the project implementation team for post upgrade production support on the modules listed bellow as

Oracle ERP Financials Consultant

Post Upgrade Production Support of R12 {GL, AP, PO, FA, P2P}

Resolving Finance issues that occurred during production and provide Month end support to the above financial modules along with delivering the reports of the close

Handling Month-end close activities and reconciliation for GL, AP, PO and FA modules.

Worked with the client team in understanding the business processes to prepare the business requirements definition document (BRDs) for the financial modules

Running Depreciation for the Company Corp books and created the system entries to be approved by Super users, reviewed and then posted

Running the CIP and Standard FA Reports for the different Books. Interacted with the end users and demonstrated the functionality in detail

Responded to Users` requests to run programs, reports and requests for their daily duties.

Prepared training materials with screen shots, exercises and presentations for critical end users.

Supported Oracle Financial modules which involved daily issues and new customizations and enhancements based on the changing requirements.

Working actively with DBAs to apply Change Control (CRs) in PRD and to migrate solutions.

Worked with Oracle Support to resolve the critical Production issues.

Used TOAD to open multiple instances and query tables using SQL and to either run reports, figure out issues or get some data for analysis.

EDI monitoring for Supply Chain inbound & outbound data which involves resubmission of failed orders, reporting incorrect POs to users, approving POs and identifying any issues with scanned orders daily.

KPMG Consulting, Dallas,TX{Dec 2015 – Nov 2016}

KPMG Consulting is an audit, tax, and advisory firm which provides management consulting to clients. Privileged to partake in the implementation of Oracle R12.1.3 as stated bellow as

Oracle Financial Functional Upgrade Analyst

Implementation of R12.1.3 GL, AR, FA, AP & E-BTax

Preparing BR100, MD050, TE40, TE50, CRP execution, User training and coordinating with technical teams on Oracle Apps related Custom design validation for integration between Oracle Apps and legacy applications.

Completed Multi-Org configuration by creating a new Organization Structure by creating new Business Group, Legal Entity, Set of Books and Operating Unit.

Worked on the Configurations of AP, GL, AR, Cash Management, I-Expense, I-Receivables.

Conducted Regression testing to examine the effects of a new Org on the previous Org.

Successfully provided Technical and Functional support to the users, testers and Business System Analysts.

Communicated with business users about the implementation and requirement gathering questionnaire, explaining oracle’s functionality extension from R12 vs. within oracle financials

AP- Defined invoicing information including payment terms, invoicing and accounting rules, territories and invoice sources. Defined accounting options, methods of accounting, realized gain / loss account, unallocated revenue account, auto cash rule set.

Setup Oracle Payables includes Payment Terms, Banks and Bank Accounts, Define Quick codes, Define Financial Options and Payable Options and Defined Corporate books, fixed assets categories, assets keys etc.

AR - Defined receivable activities for misc. receipts, finance charges, bank charges, defining distribution sets. Worked on receipt class, specifying creation method, payment method, defining collectors and aging buckets. Created customer profile classes, attaching payment terms, collectors, matching receipts, statement cycle to profile classes.

Set up transaction types, invoices, guarantee, deposit, and credit memos, debit memos.

Customized collector’s portal to add additional transactions and customer information in Advanced Collections.

Preparing of all the Functional Specification Documents (FSD), Business Requirement Documents (BRD), Data Mapping Documents (DMD) and Functional Testing Documents.

Worked in the process of unit testing, System Integration Testing (SIT), performance testing, regression testing.

Documented Functional Design, Applications Setups & User Manuals Provided with useful training to the users in GL, AR, OM, INV and PO Modules.

Developed UPK simulations for Oracle EBS Inventory & Quality, PS (Production Scheduling), and Siebel CRM (Customer Relationship Management) application and Developed basic navigation UPKs and training courseware

Aspire llc, Fremont, CA {Sept 2014 – Nov 2015}

Aspire llc is an information technology consulting company that focuses on providing functional, technical and project management services. I majorly partake in the setting up and implementation of general ledger, account receivables fixed asset, I-expense and some areas in account payable modules as listed bellow as

Oracle EBS Financial Functional Consultant

Implementation of R12.1.3 GL, AR, FA, IEXPENSES and few areas in AP

Conducted business requirements gathering

Analyzed processes and recommended process improvements for P2P and O2C cycles

Implementation of BR 100 for I-expenses

Created BR100 Setup Documents for several GL Sets of Books for various regions. Also worked on Parent GAAP, IFRS and Secondary Sets of books.

Creation of Fixed Assets BR100 for Ireland and the Channel Islands.

System Administrator for the company. Controlled user access. Provided Corporation wide support for GL, AP, AR, FA and I-Expenses.

Single point of contact for Technical and Development team based in India. Functional liaison between financial system users and the Development team.

Provided live support and technical assistance for all users across the globe under I-expenses and Workflow administrator. Setting up vacation rules and permanent delegates for Expense report routing. Troubleshooting I-expense reports stuck in different queues. Lead Finance Change Management member for AP and I-expense support.

Creation and maintenance of Rollup codes and Financial Information System (FIS) codes for hierarchy maintenance and rollup groups, used to consolidate data from the Financial Data Warehouse (FDW).

Creation of Custom Oracle Fixed Assets Register Reports.

Worked on creation of Custom User forms and functionalities, protect access fields and free fields.

Worked on creation of Custom responsibilities for X-ref mapping and Closing Process Dashboard, setting up of tax codes and Fund Codes.

Worked on BI Discoverer to extract information.

Maintenance and troubleshooting system wide issues registered on two different issue tracking system – ISM and REMEDY.

Involved in Unit Testing and System Testing (TE20 and TE40).

Conducted Finance Transformation and Training to outsource Payables and Reconciliation Department to a third-party service provider.

LPL Financial – San Diego, CA{Jan 2013– Aug 2014}

LPL Financial LLC is one of the largest broker-dealer which provides various financial services such as equities, bonds, mutual funds, annuities, insurances and free-based program to clients. I was hired and privileged to partake in the post production support of Oracle R12.1.3 at the stated period as

Oracle Financial Functional Analyst

Post Production Support R12.1.3 {GL, AP, AR & PO}

Identified Business Requirements & detailed Solution Design for GL, AP and AR Modules.

Supported Post-Upgradation from 11i to R12 phase for Oracle Financials Modules.

Resolved issues being raised by users and reviewed major setups in the financial Modules.

Involved in post-production troubleshooting exercises, bug fixes, raising SRs and working with Oracle Support for escalating issues and finding resolutions.

Resolved the issues related to payment processing, payment authorization, and suppliers

Resolved the issues related to automatic refund of credit card charges stuck in the receivable workbench

Configured the Refund process in AR and the Automation of invoices in AP

Resolved the issues related to automatic clearance of receipts, aging bucket report, credit snapshot report, customer statement report

Setup PO module and matching options with AP invoices.

Involved in documentation of Frequent Mistakes and Error made by end-user in application based on issue log register.

Ran diagnostic scripts using toad and then gave input to technical team.

Worked with Oracle Technical Support to resolve the critical issues through SR.

Configuration and implemented the Global Consolidation System (GCS) for the Company.

Western Digital, Lake Forest, CA {Oct 2011 – Nov 2012}

Oracle Apps Functional Analyst

Implementation of R12.1.3 {GL, AP, CE}

Prepared and maintained business requirement gathering documents BR 100, BR 30, functional extension and design document MD 50 and identified GAPS.

Carried out operational analysis (AS-IS), solution design (TO-BE), Building Stage along with configuration of Oracle Financials GL(General Ledger) and AP (Accounts Payable)

Coordinated CRP’s and was involved in Test Scripts preparation (TE 40), for GL & AP.

Business communications for the system updates and meeting the deadlines for the implementation.

Configured, Accounting setup manager, COA Structure, Segments, Values Sets, Flex fields, Account qualifiers and Segment Qualifiers, Cross Validation Rules, Security Rules, Calendar and Currencies.

Expertly defined, configured and implemented Rollup Groups, Aliases, Dynamic Insertion, Accounting Calendar, Summary Accounts, Intercompany accounts, and consolidation ledgers.

Setting up Standard, Statistical & Recurring Journals, Suspense Account and Mass Allocation formulas.

Training Super users & power users before start of CRP2.

Involved in Period Closing & Reconciliation with GL

Setting up Global consolidation & multi reporting currency & developed FSG Reports for customized Financial Statements.

Created users and granted responsibilities to the defined users.

Setting up legal entity, business group and operation unit.

Setup AP payable system options, financial options, payable options, suppliers and operating units.

Defined Invoice attributes, payment attributes – Approve, hold and release, special calendar, payment formats, pay group, payable document.

Worked in Payment process profiles, defined banks, bank accounts & documents.

Supported month end closing for AP.

Setup CE and created CE Responsibilities

Reviewed the current reconciliation process in Cash Management and designed business process and system has been configured and tested to meet the Business requirements

Safeguard Self Storage, Atlanta, GA{Feb 2009– Sept 2011}

Safegaurd Self Storage is self-storage industry in product quality and services, provides various support functions such as accounting and finance, IT, communication and human resources. I partake in the implementation of the Oracle R12.0.6 as functional analyst as stated bellow

Oracle Financials Functional Analyst

Implementation of R12.0.6 {GL, AP & FA}

Requirement gathering, current business process analysis, re-engineering and designing of business process, system configuration and system testing.

Designing key Accounting Flex field structure (COA) for Ledger and configured with Multi Org and Multi Reporting Currency set up.

Defining system controls, intercompany accounts, summary accounts, journal sources, and journal categories.

Defining various currencies for multi-currency operations and currency translation, conversion, and revaluation for consolidation purposes.

Set-up of cross validation rules for various GL codes. Configuring Sub-leger accounting process to GL. Defining security rules at segment level.

Configuring and designing the payable process by setting up all mandatory options (Financial, Payable System & payable) to meet requirements such as batch invoices, batch payments, and employee expense reports.

Set up Fixed Assets including defining category, location, and asset key flex fields.

Defined the prorate convention; prorate calendar, depreciation rate and calendar, fiscal calendar, book controls and system controls.

Designed and configured Location and Fixed Assets Key Flex Fields, Asset Books, Asset Categories, Asset Sub-Categories, Asset Depreciation, Fiscal Calendar, Prorate Calendar, Security by Book.

Defined Asset TAX Book, Quick Additions, CIP Additions, Mass Additions & Capitalized CIP Assets.

Performed Asset Transfer, Mass retirement, Reinstate the retirement and Mass Changes in Assets.

Worked on Construction in Process (CIP) assets, adjustments, and classification of assets.

Grouped assets associated with a specific project, department, and location to track CIP assets in the organization.

Configured CRP’s, Prepared Test Scripts, Test plan, Test Scenarios, User Manuals, plan for UAT, user feedback integration.

Prepared Cut- over, listing down all Pre- & Post Go- live tasks and involved in Post-Production support.

Created/Maintained Business Process Documents BP80, RD-20,BR-30, BR-100, MD-50, TE-40, CV-40 for requirement gathering, process design, system configurations, custom reports, discoverer reports and conversions (RICE) and test scripts in AIM methodology as part of project implementation task.

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