Sign in

Manager Peoplesoft

Greensboro, NC
March 14, 2019

Contact this candidate


James “Jay” Tarrant

Greensboro, NC 917-***-****

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.


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.


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)


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.


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


General Ledger nVision Reporting

PS Query

Programming Languages

SQL Management Studio

Engagement Experience

Applications Deployment

Fit/Gap Analysis

Conference Room Pilot


Data Conversion



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

Contact this candidate