Summary

Experienced PeopleSoft Financials professional with a background that extends over twenty-two years. Possess functional experience with PeopleSoft Financials beginning with version 6 up to version 9.2, and technical exposure and experience with PeopleCode, PeopleTools, and SQRs. Skilled in the use and configuration of Workflow and Financials modules as well as performing configuration, testing, and documentation of all facets of PeopleSoft application during implementations and upgrades. Proven ability to lead the knowledge transfer and training of end-users on new system functionality and working to ensure overall end-user acceptance. Experience writing requirements, functional specifications and training documents.

Additional Skills

PeopleSoft Financials versions 6, 7, 7.5, 8.14, 8.4, 8.8, 8.9, 9.1 and 9.2 (AP (including Check modifications)/PO/AM/GL/EX/ePro/Grants), PeopleSoft Campus Solutions version 9.0, SQL, PL SQL, Oracle Database, SQR, PeopleTools I/II, Application Engine, Application Designer, PeopleSoft Workflow, Query, nVision, BI Publisher, Crystal 9.0, Citrix, Autosys, HP Service Manager, Sharepoint, Microsoft Word, PowerPoint, Access, Excel, FoxPro, FrontPage, Adobe PhotoShop, HTML, Visio, Dreamweaver, Flash, Illustrator, Remedy, SAP, Time and Attendance, SunNet Manager, Citrix Administration, Metaframe, Actuate, UNIX, SnagIt, TrainerSoft, iPlone, JIRA, Confluence and PHIRE.

Formal PeopleSoft Financials training in the following modules and tools:

PeopleTools I & II

Asset Management

Workflow

Security

Procure to Pay

Enterprise Portal

Payables

Professional Experience

March 2023 – September 2023

Pinnacle Group – Senior Business Analyst (Part-Time Contractor)

Responsible for facilitating meetings, eliciting, developing, interpreting, reviewing, validating, documenting, and maintaining business and functional requirements in support of software development.

Evaluated business requests to determine feasibility, research and identifies options, and recommends solutions that best serve business needs.

Presented information and tracks and responds to questions related to business standards.

Participated in integration testing, acceptance testing, identifies potential problems, and research opportunities to minimize complexity.

Served as the primary interface between the business user and the IT team.

Translated business and data needs into system requirements for designers, developers and testers using requirements elicitation, analysis, specification, verification, and management techniques.

Formulated and defines system scope and objectives through research and fact-finding combined with an understanding of applicable business systems.

Worked on large, complex initiatives where analysis of situations or data requires an in-depth evaluation of variable factors and proactive risk management.

Worked on initiatives that address future concepts, products, or technologies.

Oversee multiple projects that may have interdependencies.

Provided escalation assistance; recommends potential solutions to issues; follows established escalation procedures; resolves complex issues.

Logged items such as: defects, changes, and enhancements in a tracking tool.

Wrote requirements into user stories with relevant and clear acceptance criteria.

Participated in and/or leads Grooming sessions.

Led the coordination of testing initiatives for large scale projects to include: test scenario definition, status tracking, and test planning.

Prepared and delivered informal and formal presentations to own team, department, other IT teams, business partners, and IT leadership.

October 17th 2022 – August 8th 2023

Thoughtworks – PeopleSoft Analyst

Provided functional support for Financial ERP modules including General Ledger, Accounts Payable, Accounts Receivable and Asset Management.

Work with other functional business analysts and technical staff to integrate modules in the ERP.

Implement new versions and/or upgrades (fixes) of current ERP systems.

Coordinate project plans, testing, and training for core systems.

Troubleshoot issues using queries, SQL Developer, Application Designer and online system support.

Perform analysis and gather requirements for technical development.

Serve as liaison between functional and technical staff as needed.

Performed QA testing of new business units, fixes and new functionality.

October 3rd 2016 – October 17th 2022

NRC Consulting (Wake Forest Baptist Medical Center/AO Smith / Beth Israel / UW Health / Manpower Group) Winston-Salem, NC

PeopleSoft Analyst – BUSINESS ANLAYST

Provide functional support for PeopleSoft Financial ERP modules including General Ledger, Accounts Payable, Accounts Receivable, Project Costing, Grants and Asset Management. Also, provide functional support for PeopleSoft Campus Solutions, ELM and HCM as needed.

Work with other functional business analysts and technical staff to integrate modules in the PeopleSoft ERP, HCM and Campus Solutions systems.

Implement new versions and/or upgrades (fixes) of current PeopleSoft ERP systems.

Coordinate project plans, testing, and training for core systems including PeopleSoft Financials, Campus Solutions and HCM.

Write business requirement documents and functional specifications.

Troubleshoot issues using queries, SQL Developer, Application Designer and online system support.

Perform analysis and gather requirements for technical development.

Proficient in using BI Publisher to modify AR invoices and AP Checks.

Coordinate and conduct touchpoint meetings and serve as liaison between functional and technical staff as needed.

September 7th 2010 – August 16th 2016 HCL America (Boeing Accounting Close System) Cary, NC

Senior PeopleSoft Financials Analyst (Team Lead) – SENIOR CONSULTANT

Maintain monitoring applications and capture metrics from all monitoring systems used to support the Accounting Close System (PeopleSoft Financials 9.2).

oThe project involves monitoring and supporting over 50,000 batch and user initiated daily jobs, another 15,000 weekly jobs, plus 10,000 monthly jobs; not including an additional 20,000 jobs that run at month-end.

oModules/Functions supported include:

AP

AR

BI

GL

Project Costing

Overhead

Sales and Earnings

Bulk Labor

Reporting

AM

Enterprise Financial Consolidation

Enterprise Labor Distribution

Created metric reports to track performance for all critical applications, processes and reports using Microsoft Applications (MS Excel and MS Project).

Ensured all enterprise monitoring systems are functioning properly and error notifications are acknowledged while meeting all established SLAs via Autosys and Process Monitor.

Ensured mission critical financial applications are available and operating 24 hours a day and 7 days a week. Assisted with application maintenance and upgrades.

Monitored all PeopleSoft Financials activity for problems; diagnosed and resolved problems according to procedures.

Escalated problems to the appropriate levels when necessary via HP Service Manager & Remedy. Participated in email or telephone discussions during troubleshooting and analysis.

Coordinated testing data by uploading information via Oracle 11 into PeopleSoft table and processed same data via Application Engine.

Evaluated SQL queries and made recommendations to Query Team and Users on improvements to make so that the query will run more effectively and quickly.

June 2008 – March 2011 UNC Chapel Hill - Undergraduate Education Chapel Hill, NC

Applications Analyst

Worked with PeopleSoft Campus Solutions to perform query creation and analysis.

Answered general questions about navigation and functionality of PeopleSoft.

Performed as Internal Website Manager; planning and organizing web services for all affiliated programs within Undergraduate Education.

oServed as the primary point of contact and provided assistance for departmental-based web services.

oManaged all aspects of websites including format, content, organization, and user permission.

Performed Software Application Technical Support

oResearched, developed, maintained, enhanced, and provided direction with respect to any MS Office application used in the departments that is used to track student participation and progress.

Worked as Database Application Developer, developing MS Access database applications and specifications as requested.

Provided training, information, and documentation for departmental applications.

December 2006 - June 2008 VWR International West Chester, PA

Business Application Services Analyst

Worked with VWR applications and systems to support IS and business clients.

Provided Tier3 support for help desk analysts when issues required more in-depth knowledge.

Educated other VWR associates on common issues.

Communicated status of work and issues or concerns to application development, QA and infrastructure teams.

Worked with VWR data to write and support ad-hoc SQL query requests.

oCompleted requests and communicated back to the requestor any assumptions or qualifiers.

March 2003 - December 2006 Capmark (formerly GMACCM) Horsham, PA

Financials Application Analyst

Supported global user community on version 8.0/8.4.

Performed Business analysis for AP, AM, PO, ePro, EX for 8.9 upgrade project and worked as part of the implementation team for our conversion to version 8.4 (AP/GL/AM/ePro/PO/EX).

Provided global business analysis to end-user community, including gathering, documenting and analyzing system change requests, and developing SQRs and writing SQL Queries.

Customized PeopleCode and Application Engines; maintenance of change request database; reporting of change request status; and management of user acceptance testing.

Prepared and maintained documentation for user training, manuals and test scripts for PeopleSoft Financials AP/GL/AM/PO/ePro/EX, query and nVision.

Acted as PeopleSoft training and web administrator writing training manuals for AM, AP and Purchasing modules.

Assisted with strategic financial application planning and coordination with other areas of IT and with ASP partner for production code moves, completion and communication of implementation plans and roll back plans, in accordance with departmental policies and procedures.

Assisted with the following: application and testing of patches and updates; upgrade operations for all Financials modules; system documentation maintenance; documentation of all testing and performance issues; and backup and disaster recovery planning and testing.

Contributed to third level technical and functional support for all PeopleSoft Financials modules (AP/AM/GL/EX/ePro/PO), assisted with maintenance of Problem Resolution database, and reported on support metrics on bi-weekly basis.

Reviewed patches and updates on PeopleSoft Customer Connections on weekly basis for in-house modules, communicated any available patches or updates to team for evaluation, maintained documentation for all available patches and updates, dates applied, testing information and outcome.

Provided cost benefit analysis and system impact analysis to technical team and business unit for all requested customizations.

Assisted with Return on Investment (ROI) and Total Cost of Ownership (TCO) calculations.

Proactively monitored PeopleSoft features and functionality to determine if there is a good fit for the company.

Wrote several interfaces between PeopleSoft Financials and other third party and internal applications.

Feb. 2001 - March 2003 Quintiles Transnational RTP, NC

Information Center Consultant

Provided global technical application support for the Quintiles Transnational Corporation.

Performed diagnostic tests on Metaframe servers and provided technical support for all Metaframe servers, database servers and application servers.

Supported PeopleSoft Financials and Human Resources with the following modules: Projects/Grants, AP, AM, GL, AR, PO.

Served as the back-up security administrator for PeopleSoft.

Worked with Citrix, Actuate, Quantum, Quantum Online, Ceridian Time and Attendance, PSUpdate, Quantum Budget Express, and Gelco ExpenseLink.

Coordinated training efforts for PeopleSoft HR version 8 upgrade using TrainerSoft software.

Aided in the overall functionality of Remedy as it relates to the Global Production Support Team.

Assisted with the maintenance of application servers, development and testing environments.

Coordinated internal communication strategy for Global Shared Services as it relates to Change Requests.

Served as the liaison between the customer base and the development team.

Coordinated all change requests and monitored all project related activity.

Ran reports and generated queries for management.

Feb. 2000 – Feb. 2001 Analysts International, Raleigh, NC

NC State Enterprise Information Systems - Systems Consultant

Second Level Help Desk Analyst for PeopleSoft Financials 7.5 and Human Resources Systems 7.5

Performed testing for migrations from the development server to production server.

Web Master for Enterprise Information Systems

Responsible for maintenance and development of departmental web site.

Security Administrator for PeopleSoft Financials

Responsible for adding new users, revising classes, running queries and writing SQL statements to run statistical and diagnostic data on security classes and profiles.

Responsible for documentation of security classes and profiles for over 1,000 users on campus.

Operated as the main level of contact for the University for Security related issues.

Training Coordinator for PeopleSoft Financials

Responsible for creating training material and teaching and overseeing all classes.

Configured the training lab computers and served as the data steward of the training database.

Marketed training and for class rosters, certificates of completion and letters of notification to all users on campus.

oResponsible for notifying the campus community via the Intranet and web of all course schedule and material updates.

July 1999 - Feb. 2000 ITI, Inc., Durham, NC

Duke University Medical Center Information Systems - Help Desk Analyst Level I

Responsible for handling first level help desk calls for Duke University Medical Center.

Responsible for being proficient in the following applications: DHIS, MCIS, Clinical Browser, CareVue, IDX, Time and Attendance, ReportXpress, SAP (Financials), MS Office (Word, Access, Excel and PowerPoint), OneStaff and Lotus Notes.

Worked with Novell, LAN and UNIX environments.

Tracked all incoming calls via Remedy and produced accurate and concise tickets that may have to be escalated to our second level, a LAN Administrator or Technician.

August 1995 - July 1999 NC State University Raleigh, NC

Information Processing Technical Manager (Facilities Department)

Responsible for maintaining the division web page using DeamWeaver, Flash and Fireworks.

Used WP FTP (file transfer protocol) to transfer all updated web pages.

Data Manger for the divisions Facilities Project Tracker software program.

Entered information into the University accounting system (PeopleSoft Financials 6.0) and updated the Facilities Project Tracking System.

Managed projects worth over 10 million dollars in total construction cost each year, ensuring that all Federal, State and University policies and procedures are meet.

Developed a tracking system for Project Managers and monitored the progress of active projects.

Served as the main source of contact for the campus community on project status and other project-related information, providing instructional information on both capital improvement and operating budget project procedures, developing and maintaining all project budgets and allocations, assisting in the development of capital budget requests, and devising methods to fully automate the processes and procedures of the office.

Program Assistant (Department of Transportation)

Assisted the departmental computer programmer with updating our AS/400 system.

Responsible for creating a database for the outgoing mail.

Handled reconciliation of departmental purchase cards and petty cash system.

Responsible for overseeing the appraisal process for the department.

Web Developer (Botany Department)

Created and managed the web page for the NSCORT program and Botany Department using HTML codes.

Member of the computer committee, which makes hardware and software decisions for the department and makes long-range decisions about the department's computer needs.

Education

1988 - 1993 North Carolina State University Raleigh, NC

Political Science and Communications (100 credit hours)

1988 - 1989 CCCC Sanford, NC

History and English Classes

Awards received

PATHWAYS Leadership Award Recipient

University Award of Excellence Nominee

Certifications

ITIL v3

ITAR

References

Available upon request

Contact this candidate