James “Jay” Tarrant
Greensboro, NC 917-***-**** ac8sav@r.postjobfree.com https://www.linkedin.com/in/jaytarrant/
Professional Summary:
Jay has over thirty-five years of experience in Accounting, Process Improvement, Financial Reporting and Project Life-Cycles. He is a former Accounting Manager, and an Oracle Certified Expert Consultant PeopleSoft Enterprise 9: General Ledger. Jay has been a key member of more than two dozen full life-cycle FSCM projects implementing PeopleSoft Financials in a number of different industries and has led many Fit/Gap and Business Process Design sessions for the General Ledger, Commitment Control, Asset Management and other FSCM modules.
Jay has plenty of experience designing and testing nVision reports for GL/KK and has worked with many areas of Accounting and Finance, setting up Allocations, Minority Interests, and Consolidations. He has assisted clients in redesigning their Chart of Accounts, reducing customizations, and trained employees to utilize new functionality. Jay also possesses some basic technical ability, specifically his experience navigating Application Designer and writing SQL commands. He is well-versed in preparing the necessary project documentation, i.e. Configuration Workbook, Functional Design Documents, Requirements Traceability Matrix, etc.
Professional Experience:
JONES, LANG, LASALLE, INC – Chicago, IL (PwC Talent Exchange - Contract) Oct. 2018 – Present
PeopleSoft Financials Lead – Record to Report - General Ledger, Asset Management
Functional Module resource for General Ledger and Asset Management modules, ver. 9.2 GLOBAL implementation, EMEA and APAC countries.
Assisted client with various testing activities (SIT, UAT) during rollout of 9.2 to foreign countries.
NEW RESOURCES CONSULTING, INC April 2018 – Aug. 2018
PeopleSoft Functional Consultant – Winston-Salem, NC
PeopleSoft Functional Consultant (GL, AP, AM) supporting several Healthcare clients, responding to ServiceNow Incidents and Problems, trouble shooting and solving database issues.
PeopleSoft Functional Consultant (GL, KK) supporting consultants during upgrade project with various activities explaining new functionality in version 9.2.
Small Financial Services Company Jan. 2018 – Mar.2018
Tax and Accounting Clerk – Myrtle Beach, SC (Remote)
Assisted Accounting Department in a temporary capacity, clerical filing of paperwork, trouble shooting and solving clerical issues, tax preparation of client returns.
DLZP GROUP Nov. 2017 – Dec. 2017
PeopleSoft Functional Analyst – Myrtle Beach, SC (Remote)
PeopleSoft Functional Analyst (GL, AP) assisting Financial Services client, creating new GL and AP Business Units, in advance of divestiture of several businesses, designing and testing new nVision layouts, Trees, etc.
Northwell Health, Westbury, NY Sept.2016 – Oct. 2017
PeopleSoft Financials Lead (Contract – Myers Consulting)
Functional Module Lead (GL, KK, AM, PC) - Upgrade PeopleSoft 9.2 for Healthcare client.
Led Fit/Gap Sessions, Client Requirements meetings, Assisted Client during monthly close, Allocations, Consolidations.
Developed Test plans, test scripts for various modules, guiding client during Testing phase, reducing number of customizations.
Redesigned over 200 nVision layouts for all divisions of hospital group, using new Tools version (8.54).
Worked with Oracle Hosting during upgrade, testing, Go-Live and Post Live Support, while showing client new functionality.
City of Seattle– Seattle, WA June 2016 – Sept.2016
PeopleSoft Financials Lead – Asset Management (Contract – CherryRoad Technologies)
Back fill for firm’s functional Module Lead (AM), working on upgrade to 9.2 for Public Sector client.
Helped Client team create Requirements Documentation for AM and GL modules.
Assisted Client during Testing phase, showing how customizations were replaced by delivered process(es).
Lead Conference Room Pilot sessions, showing client new delivered functionality.
NEW RESOURCES CONSULTING, INC June 2015 – May 2016
Senior Consultant (Contract) – Winston-Salem, NC
Responsibilities: (Clients: Wake Forest Baptist Health (2016), Journal Media Group (2015))
PeopleSoft Financials and nVision Reporting Lead
(WF) Functional Financials Lead (GL, AM), upgrade to 9.2 for Healthcare client, leading client with requirements and fit/gap.
(WF) Assisted client during project with various activities explaining new functionality in 9.2.
(JMG) Report Design, nVision Reports, Tree Manager updates (BUs, CFs), and PS/Query Manager.
(JMG) Remote Help Desk assistance during monthly and year end close.
Florida State College – Jacksonville, FL Feb. 2015 – June 2015
PeopleSoft Financials Lead – General Ledger and Commitment Control (Contract – CIBER)
Functional Lead resource for General Ledger, Commitment Control and Asset Management modules, ver. 9.2 implementation
Assisted client with various project activities during Design and Test phases of project.
Miami Dade College Nov. 2014 – Feb. 2015
Senior Principal Consultant (Contract) – Miami, FL (Contract – Deloitte)
PeopleSoft FSCM Functional Module Lead for Higher Ed client.
Functional Lead resource for General Ledger, Commitment Control and FSCM modules, ver. 9.2 implementation.
Led client meetings Fit/Gap, Requirements, review PeopleSoft functionality for GL/KK.
SD Unified Schools, Kern County HS - Bakersfield, CA and San Diego, CA Oct. 2013 – Oct. 2014
FSCM Functional Lead (FTE consultant – NTT Data)
PeopleSoft FSCM Functional Module Lead for several projects, in several industries, including Healthcare and Public Sector.
(KHS)Functional Lead - General Ledger, Commitment Control and Asset Management modules, ver. 9.2 implementation.
(SDU)General Ledger and Asset Management Functional Lead, ver. 9.1 implementation for Public Sector client.
Designed, tested and delivered PeopleSoft nVision reports for several projects, including Public Sector.
Rady’s Children’s Hospital, City of Hope, Chester County Jan. 2013 – Oct. 2013
Principal Consultant – Pasadena, CA and San Diego, CA
PeopleSoft Financials Functional Consultant (Contract – Zanett Consulting)
Team member on several implementations covering different FSCM modules (GL, KK, AP, AM, etc.) in a wide variety of industries, including Public Sector and Healthcare.
Functional resource for General Ledger module, ver. 9.1, including nVision Reporting for Healthcare
General Ledger Functional Analyst, ver. 9.1 for Healthcare client
Designed, tested and delivered PeopleSoft nVision reports for several projects.
St. Elizabeth’s Hospital - Erlanger, KY June 2012 – Jan. 2013
PeopleSoft Financials Consultant (Contract – TOP Consulting)
PeopleSoft Financials General Ledger SME, assisting the Hospital IT and Finance departments through Chart of Accounts reorganization.
Advising Hospital and Physician’s Practice staff (GL, AP modules) regarding new chartfield structure
Reprogramming of nVision reports, updating and reviewing over 50 layouts used by staff for new chartfield design.
Univ. of Virginia Medical Center- Charlottesville, VA March 2012 – June 2012
PeopleSoft Financials Consultant (Contract – Hypergen, Inc.)
PeopleSoft Financials resource, assisting the University IT and Finance departments through final testing phase and go-live.
PeopleSoft Financials ver. 8.4 to 9.1 upgrade for Medical Center Finance Dept (GL, AP, AM modules)
Tested nVision reports, updating and reviewing over 150 layouts used by staff.
Assisted Controller in knowledge transfer and training of new Assistant Controller.
Boy Scouts of America, Inc - Irving, TX May 2011 – Feb 2012
PeopleSoft Financials Lead (Contract – Dell Consulting)
PeopleSoft Financials Functional GL/AM Lead, ver. 9.1 implementation for major fundraising organization.
Led Fit/Gap Analysis, documented and configured PeopleSoft 9.1 database for two modules (GL, AM) through all phases using SDLC methodology, including Fit/Gap, Business Process Design, assisting with Testing, Data Conversion, and End User Training.
Designed and updated approximately 200 new and legacy nVision layouts for reporting based on new requirements due to upgrade from 8.9 to 9.1.
U.S. House of Representatives - Washington, DC March 2011 – May 2011
PeopleSoft Financials Consultant (Contract – Hypergen, Inc.)
PeopleSoft Financials resource assisting Government Agency IT department supporting Financial Reporting
IT support, PeopleSoft Financials ver. 8.9, for Government Agency Accounting and Finance departments
Designed and tested nVision reports, creating a database inventory of layouts used by staff.
ORACLE CONSULTING USA – Pleasanton, CA May 2007 – Feb. 2011
Principal Consultant (FTE - Clients: CUNY, Lee County School District, Bowling Green State University, Horry County School District, Brookings Institute, MetLife, Cedars Sinai, MassPort, Montclair State University)
Responsibilities:
PeopleSoft Financials Functional resource, leading numerous clients in all phases of an SDLC project, while staffed on several implementations covering different FMS modules (GL, KK, AP, AM) in a wide variety of industries, including several Public Sector, K-12 and Higher Education clients.
GL Functional Lead, 9.0 new implementation, nVision Reporting for Higher Ed
AM Functional Lead for 8.8 to 9.1 upgrade (Higher Ed) and 8.4 to 9.0 upgrade (K-12)
Asset Management Lead/UPK/nVision Reporting Lead, ver. 9.0 for K-12
General Ledger Functional Analyst, ver. 8.9 for Public Sector
Designed, tested and delivered PeopleSoft nVision reports for several FMS implementation projects, including K-12, Higher Ed and Public Sector.
Transatlantic Reinsurance - New York, NY Feb. 2007 – May 2007
PeopleSoft GL Consultant (Contract – Independent)
PeopleSoft Financials, ver. 8.4 functional, for accounting department of major reinsurance organization.
Designed and tested nVision reports, creating a database inventory of layouts used by staff.
SECURITY CAPITAL ASSURANCE, LTD., NYC - New York, NY Aug. 2006- Jan 2007
PeopleSoft GL Consultant (Contract – Independent)
PeopleSoft Financials, ver. 8.0 functional, for Finance department of major financial institution.
Design nVision reports, Queries; prepare User Documentation and Training Materials.
Assisted client in designing new library of external reports for SEC and Local Agencies.
FINANCIAL SECURITY ASSURANCE, INC. – New York, NY Sept. 2004 – Aug. 2006
PeopleSoft Financials Senior Business Analyst, MIS Systems (FTE)
Designed, tested and delivered PeopleSoft nVision and Crystal reports for Finance and Accounting staff
Redesign of PeopleSoft GL and AP modules, assisting Sarbanes-Oxley consultants.
Updated PeopleSoft end-user documentation for Finance and Accounting staff.
PREMIER CONSULTING GROUP, Secaucus, NJ Sept. 2003-Sept. 2004
PeopleSoft GL Consultant (Various Clients - FTE)
PeopleSoft Implementation project consultant, expertise in General Ledger, Accounts Payable, Asset Management, and nVision Reporting. Clients included a Major Cable channel, a large Financial Service Company, a major Supermarket Chain and a large NY Healthcare Agency.
Worked with project team to perform UAT on all the GL, AP and AM enhancements
Designed and tested nVision reports
Provided month end support and help desk responsibilities.
ADVANCE MAGAZINES PUBLISHING, INC., New York, NY June 2002- Sept 2003
PeopleSoft 8.4 Financials Manager, Accounting Systems (FTE)
Designed, tested and delivered nVision, SQR and Crystal reports for Financial Planning and Accounting staff
Heavily involved in setup and implementation of AP and AM modules, assisting outside consultants
Managed conversion process with design of conversion plan, reconciliation and troubleshooting.
JEFFERSON WELLS, INTL., New York, NY Feb. 2001 - May 2001
Senior PeopleSoft Consultant (Contract – Independent)
Managed diverse project in PeopleSoft software implementation and process improvement
Tested and managed testing of PeopleSoft functionality for client reporting and day-to-day operations
PRICEWATERHOUSECOOPERS, LLC, New York, NY Oct. 1998 - Jan. 2001
ERP/PeopleSoft Consultant (Various Clients – FTE)
Participated as part of implementation teams for PeopleSoft 7.5 software, GL, AP and AM modules
Analyzed user specifications, prepared fit/gap analysis and was liaison between users and technical consultants
Prepared test plans, product documentation, design documents, test scripts and performed troubleshooting tasks
Professional Skills: (Consulting)
PeopleSoft Enterprise Financials
General Ledger
Asset Management
Commitment Control
Accounts Payable
Treasury/Cash Management
Specialties
General Ledger nVision Reporting
PS Query
Programming Languages
SQL Management Studio
Engagement Experience
Applications Deployment
Fit/Gap Analysis
Conference Room Pilot
Configuration
Data Conversion
Testing
Documentation
Report Design
End User Training
Other Accomplishments
PeopleSoft Instructor Led Training Attendance:
PeopleSoft General Ledger
PeopleTools 8.0 (I & II)
PeopleSoft Asset Management ver 8.9
Purchasing/Payables ver 9.0(accelerated)
UPK ver 2.7
Commitment Control ver 8.9
Treasury 8.9
Certifications & Associations
PeopleSoft Enterprise 9 General Ledger, Certified Expert Consultant
UPK Certified Consultant
Education: BBA Accounting, Pace University - 1984