SUMMARY

Associate Chartered Accountant from The Institute of Chartered Accountants of India

Around 5 years of experience in handling PeopleSoft Implementation, Upgrade and Support project in PeopleSoft Financials version 9.2, 9.1 and 8.8. and 3 years of experience in Finance Domain in the areas of Banking, Manufacturing, Corporate, Government and other Audits.

Expertise knowledge in PeopleSoft General Ledger and Account Payable and Working Knowledge in Commitment Control, Purchasing, Accounts Receivable & Asset Management.

Working knowledge in Application designer, N-Vision and PS Query.

Interacted with Client for requirement gathering and system demonstrations.

Identify process gaps & collaborate with the client to formulate solutions.

Helping team members in terms of process/accounting related issues to ensure project delivery against targets & continuing professional & personal development.

Conducted the As-Is and Fit Gap analysis.

Prepared the To-Be document and feasibility analysis.

Designed the Functional Design Documents for the proposed Customizations.

Structured and Configured the Chart of Accounts.

Designed the required Organization Structure that is to be followed within the PeopleSoft System.

Prepared the design for proposed Balance Sheet, P&L statement.

Configured Approval Framework for Voucher Approval as per Client Requirement.

Configured Row-Level Security in PeopleSoft Financials.

Creation of User Profile, Roles & Permission lists & providing users the required accesses and security setup.

Designing the Reporting Requirements including MIS and Statutory Reporting.

Preparation of test cases and User Manuals.

Conducting training & UAT with end users.

Reconciliation of financial data between the subsystem and general ledger.

Troubleshooting issues using a methodical and analytical approach to problem solving.

Handling Post-Implementation Production Issues

ACADEMIC PROFILE

Degree

University

Year of Passing

Marks

Chartered Accountant

The Institute of Chartered Accountants of India

June 2009

59.75% (Ist Attempt)

B.Com (H)

Delhi University

2007

66.94%

12th

CBSE

2004

82.60%

10th

CBSE

2002

77.60%

Experience

Organization

Designation

Duration

Deloitte Consulting

Consultant

September 2014 – Till Now

Macquarie Global Services Pvt. Ltd.

Executive

November 2012 – September 2014

Wipro Infotech

Associate Consultant

August 2010 –November 2012

Lloyd Insulation (I) Ltd.

Deputy Manager

May 2010 – July 2010

Vinod Ajay & Associates

Auditor

April 2007 - April 2010

SKILLS PROFILE

ERP Package

PeopleSoft Finance 9.2, 9.1 and 8.8

Modules

General Ledger,Account Payable, Asset Management, Purchasing, Accounts Receivable and Commitment Control

ERP Tool

People Tool 8.51, 8.49, PS Query, PS nVision

Database

Oracle DB, Sybase

JOB PROFILE

1.Deloitte Consulting India Pvt. Ltd – From September 2014 till now

Job Profile – PeopleSoft Finance Functional Consultant

Project Worked on – Umpqua Bank PeopleSoft Financials 9.0 Implementation & then 9.2 upgrade. Client is a Banking company using PeopleSoft General Ledger, Accounts Payable and Asset Management systems to carry out its business functions & reporting.

Key Responsibilities:

Configuration for Consolidation & Equitization processes

Execution of test scripts for Consolidation & Equitization processes.

Develop functional design of N-vision reports like Balance sheet, Income statement, Trial Balance etc.

Creating Account Tree to be used for various reports.

Prepared Functional Design documents for various enhancements, Interfaces and custom reports

Creation of Test scripts for AP, GL & AM module.

Perform Integration testing for AP, GL & AM modules.

Creation of Training Documents (UPK’s)

2.Macquarie Global Services Pvt. Ltd. – From December 2012 to August 2014

Job Profile - Functional and technical support and enhancement to various Procure to Pay applications, including PeopleSoft Accounts Payable (AP) and Asset Management (AM).

Key Responsibilities-

Support of the Procure to Pay applications

Liaise with local and internationally based business clients for requirement gathering and demonstrations

Development of system enhancements and fixes

Understanding the Business requirement and framing & implementing the solution

Follow the Macquarie Change Management Process & ensure smooth implementation of to production.

Analysis of & its impact on business

Preparation of test scripts & training documents for the Business users.

Conducting Training & UAT with the business users.

Preparation of Functional Design documents.

Configuring the system to meet the requirements

Testing of new developments in various scenarios to check system output meets the requirements & to ensure no adverse impact.

Projects delivered so far–

1. VAT implementation for EMEA region

In EMEA countries, VAT was entered manually in the system which results in errors & therefore incorrect reporting & recording vat credits. After the change, the system is automatically calculating & recording the VAT on applicable expenses.

3.VAT apportionment for India

In India, in some cases, only certain percentage of VAT can be taken as credit & the rest needs to be charged out as expense. To do it manually, is a tedious & time-consuming process. Changes in systems are done to do the apportionment automatically.

4.Amex Card Load & Electronic payments implementation for Philippines

Philippines were manually punching the Amex card spending in the system. With the new process, vouchers for expenses are now created automatically by the system resulting in time savings. Moved from cheque payments to electronic payments

5.Accounts Payable Rollout in Mexico

Accounts Payable Rollout in Mexico to bring in line the same with other regions of the organization. It includes Vat & Withholding setup and Vendor load.

6.Rollouts of Concur Expense Solutions

My Role includes - a. Providing various requirements (Approval process, tax requirements etc.) based on our current process

b. Testing of the new system to see all requirements have been mapped & reporting gaps, if any. c. Testing of the touch points between the Concur & PeopleSoft AP systems.

7.HSBC Global payment solution for Korea

This includes implementing HSBC electronic payment solution for Korea Business where the payment file will be FTPe’d to HSBC for releasing payment to vendors/employees.

2.Wipro InfoTech Pvt. Ltd. - Worked with Wipro Infotech from August 2010 to November 2012.

PROJECT PROFILE

Project Title : Implementation of PeopleSoft Financials 9.1 – Accounts Payable and General Ledger

Organization : Birla Institute of Technology & Science, Pilani

Designation : Associate Consultant.

Roles & Responsibilities:

Interacted with Client for requirement gathering and system demonstrations.

Conducted the As-Is and Fit Gap analysis.

Prepared the To-Be document based on the above analysis and feasibility.

Designed the Functional Design Documents for the proposed Customizations.

Structured and Configured the Chart of Accounts.

Designed the required Organization Structure that is to be followed within the PeopleSoft System.

Configuration of Account Payable and General Ledger Modules in PeopleSoft 9.1 for multiple operations.

Prepared the design for proposed Balance Sheet, P&L.

Creation of Tree in Tree Manager for reporting purposes.

Configured Cash Flow Statement as per Client Requirement.

Configured Year End closing rules.

Allocation Setup.

Setup Withholding – TDS, WCT.

Setup Matching Rules as per Client Requirement.

Configured Landed Cost to reflect Total Cumulative Cost for Inventory Items.

Worked on Commitment Control to Budget Check Expense Type transactions.

Configured Approval Framework for Voucher Approval as per Client Requirement.

Creation of User Profile, Roles & Permission lists & providing users the required accesses and security setup.

Designing the Reporting Requirements including MIS and Statutory Reporting.

Preparation of test cases, User Manuals.

Conducting training & UAT with end users.

Reconciliation of financial data between the subsystem and general ledger.

Extensive knowledge of complete Procure to Pay Cycle.

Project Title : Production Support in PeopleSoft Financials 8.8 – Travel & Expenses, Project Costing, AP, AR & GL.

Organization : The Capital Market Co. (CAPCO)

Period : September 2010 to January 2011

Designation : Junior Consultant.

Project Description

Capco is a global business and technology consultancy dedicated solely to the financial services industry. The objective of PeopleSoft Finance project is to support of FSCM version 8.8 for the multiple operations (Europa, U.S. and India).

Roles & Responsibilities:

Exploring problem areas proactively in the system and providing solution

Creating new queries as per the business requirements

Working on nVision reports

Using SQL Analyser for checking the data in the Tables & running updates if required.

Creation of User Profiles & giving required access & roles to user.

Resolving errors relating to Time & Expense report submission, Rows not getting priced, Journal entries not created, default in project & contract information setup, correction of employee billable rates in contract.

PROFESSIONAL EXPERIENCE

Statutory Audits of Various entities in different sectors like Banks, Insurance, Manufacturing, Service industries and Educational Institutions.

Finalization of Accounts, Preparation of audit reports, CARO Report, Review of Financial Statements.

Computation of Income Tax, Filing of Income Tax & TDS Returns & Tax Audit u/s 44AB of the Income Tax Act 1961

Recommending the internal control procedures and its implementation

Internal/Concurrent Audits of Banks & other institutions/companies.

Detecting Revenue Leakage & Monitoring of Advances of Banks.

Filing of VAT/CST & Service Tax Returns.

Book Keeping & Accounting

PERSONAL PROFILE

Fathers’ Name : Sh. B.P.Goel

Date of Birth : 01st May 1985

Passport : Passport holder

Marital Status : Married

Permanent Address : House No.1560, Brahampuri, Tanki Road, Muradnagar

Distt – Ghaziabad, U.P. (201206), India

Notice Period : 2 months

Current Location : Bangalore, India

I declare that all the statements given above are true to the best of my knowledge.

CA. Ankit Goel

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