For the past ** years I have worked in various lead roles of implementing, upgrading, enhancing, testing, and supporting PeopleSoft applications. I am a CPA with over 20 years of experience in Information Technology and over 15 years of experience in corporate finance and accounting. My skill set includes both strong functional and some technical skills. I bring a strong business focus, extensive financial background, and excellent communication skills to all of my assignments.

SUMMARY OF QUALIFICATIONS

20+ years of PeopleSoft experience, with more focus on financial modules and recent v9.2 experience.

Expert on GL module, including work on chartfield design, combo editing, business unit setup, ledger setup, allocations, consolidations, inter-unit accounting, journal processing, multi-currency, and workflow.

Good exposure to other modules: PC, AM, AP, AR, PO, EX, IN, GC, Commitment Control

Held many lead roles on PeopleSoft projects, involving 10+ implementations and 8+ upgrades.

Solid accounting background with BS in Accounting, CPA, and 15 years accounting/GAAP experience, including roles as Controller.

Good mix of techno-functional skills, very solid on the functional side and good all-around skills on the technical side.

Expert with nVision reporting, developing GAAP/IFRS, operational, statutory, budgeting, and operational reports. Good experience with Crystal report development as well.

Strong project management and leadership skills.

Good experience with technical tools and PeopleTools, including App Designer, SQR, App Engine, PeopleCode, Process Monitor, Query, SQL, Workflow, WinRunner, Quick Test Professional(QTP) and Import Manager.

Provided support for many of the modules, with good problem-solving skills and improvement ideas.

Developed many test plans and test scripts, in lead roles as well as hands-on roles.

Analyzed many business processes, suggesting improvements to streamline processes and reduce costs, as well as incorporating best practices and better internal and SOX controls.

Excellent communication skills, working with all levels of management/staff and very often playing the role of liaison between the functional and technical groups.

International implementation experience, utilizing multi-currencies, VAT, and foreign regulatory requirements.

Hard-working team player, getting the job done on time and within budget. Whatever it takes!

I am a U.S. citizen and eligible for security clearance processing.

DETAILED PROFESSIONAL EXPERIENCE

Sprint/T-Mobile (Remote) Feb20 – Present

Senior PeopleSoft Consultant – nVision and GL support

Created new nVision reports for Operations/External Reporting as needed for the merger and transition to Oracle’s Hyperion Financial Management(HFM).

Modified and helped troubleshoot existing nVision reports.

Other GL support: queries, ledgers and summary ledgers, tree maintenance and performance enhancements, data analysis, and general troubleshooting.

Provided training and knowledge transfer to client.

Northwestern Memorial Healthcare (Chicago, IL) Jul18 – Dec19

Program Manager of FDC (Finance Data Control), supervising 3 consultants

Maintained chartfields, combo rules, trees, allocations, consolidations, month-end, nVision reporting, queries, and supported the following modules, as necessary: GL, AP, PO, EX, and Payroll/Other interfaces.

Integrated the merger of Centegra Health Systems into Northwestern Memorial.

Other projects: process improvements, BU dissolutions/consolidation, combo edit rule revamp, created department attributes and operational line rollups for enhanced management reporting, improved documentation of activities and procedures.

Exelon Corporation (Chicago, IL) Sep10 – May11, Nov11 – Nov16, Jul17 – May18

Assisted with the transition of PeopleSoft’s GC module to Oracle’s Hyperion Financial Management(HFM) module to perform financial consolidations. DRM experience as well.

GL Lead on the PeopleSoft Financials Upgrade from Version 9.0 to 9.2. Incorporated GL WorkCenter and workflow, as well as mobile approval functionality. Also, assisted with the upgrade of other modules (AR, PC).

Integrated the acquisition of Constellation Energy and Constellation Energy Nuclear Group into the current Exelon GL/GC applications and processes. Setup and tested all related GL/GC components, including BU configuration, chartfield setup, project setup, multi-currency, tree development, allocations, and consolidations.

Provided GL/GC support – including GL/GC processing, allocations, nVision reporting, and QTP scripting support.

Integrated the recent acquisition of Constellation Energy Nuclear Group into the current Exelon GL/GC applications and processes. Setup and tested all related GL/GC components, including BU configuration, chartfield setup, project setup, tree development, allocations, and consolidations.

Integrated the acquisition of John Deere Renewables into the current Exelon GL/GC applications and processes. Setup and tested all related GL/GC components, including BU configuration, chartfield setup, tree development, allocations, and consolidations.

Provided backfill support for PeopleSoft GL module, including chartfield maintenance, project maintenance, allocation development and processing, consolidations, combo editing, query maintenance, and general troubleshooting. Developed QTP scripts to automate some of the repetitive maintenance tasks.

Assisted with EPM testing for the PeopleTools upgrade(8.49), including configuration setup, QTP script

development and executing test scripts.

Adams 12 Five Star Schools (Thornton, CO) Dec16 – Jul17

Analyzed COA/Chartfield usage and implement proposed changes/additions.

Implemented the use of chartfield combination editing.

Created new nVision reports and updated existing reports to accommodate new chartfields.

Provided training and supporting operational support documents.

Assisted with troubleshooting of PS Modules(GL, AP, PO, Expense, Budgets, Commitment Control).

American Dental Association (Chicago, IL) May11 – Oct11

nVision Reporting Specialist – develop, test, and deploy new nVision reports. Analyze, troubleshoot, and modify existing reports. Utilized ReportBooks and report scopes to streamline the month-end processing.

Provided nVision training and other GL guidance and analysis.

Bulk of the work was done remotely, with some on-site work required.

Hewitt Associates May10 – Aug10

nVision Reporting Specialist – develop, test, and deploy nVision reports for the next phases of a global implementation, including multi-currency. Expanded the use of scopes to provide more consistent and efficient reporting. Assisted with troubleshooting reports and configuration issues, as needed.

Asset Management QA Tester – executed and reviewed all test scenarios/test steps, identified defects, provided assistance with troubleshooting and recommended enhancements.

Integrys Energy Group (Chicago, IL) Aug07 - May10

GL/Reporting Lead on a reimplementation project from 8.4 to 9.0. Updated/improved over 500 nVision reports and a good number of queries as well.

Provided ongoing support for PeopleSoft GL module including chartfield & tree maintenance, consolidation setup and processing, nVision report development/maintenance, and general troubleshooting.

During a PeopleTools upgrade, developed a full range of test scripts for the GL Process Stream.

Worked closely with end-users and managers to streamline reports and report distribution through the use of ReportBooks and other scheduling tools.

Worked with management and users to develop nVision reports for GAAP, FERC, budget, statutory, and operation purposes. Provided level 2 support for nVision reports.

Reviewed GL process flows and provided management with suggested process improvements for their upcoming upgrade project to v9.0.

Exelon Corporation (Chicago, IL) Jul05 – Aug07

Provided support for PeopleSoft GL module, including chartfield maintenance, project maintenance, allocation development and processing, consolidations, combo editing, query maintenance, nVision report development/maintenance, and general troubleshooting. Developed WinRunner scripts to automate some of the repetitive maintenance tasks.

Assisted with configuration, setup, and testing of GL components related to a potential merger, including BU setup, chartfield setup, allocations, consolidations, and tree development.

Assisted with the development of a Day1 solution using an Access database in preparation for merger data validation, conversion, and integration into the PeopleSoft database for consolidation purposes.

Assumed the responsibilities for the development, configuration, and testing of the Global Consolidations (GC) module(v8.8). Went live and provided on-going support and maintenance.

Performed integration testing on the upgrade to PeopleSoft GL v8.9 with the use of WinRunner scripting software, assisted with Go-Live activities, and provided ongoing support and maintenance.

PEI (Professional Educational Institute) (Burr Ridge, IL) Feb05 – Jul05

Primary support for PeopleSoft GL, AP, AM, and PO modules.

Lead consultant for upgrade from PS v8.4 to v8.8.

Developed nVision reports for new subsidiary and corporate office.

Integrated subsidiary business unit on GL and AM modules.

Kforce Professional Staffing (Tampa, FL) Oct04 – Feb05

Reviewed and analyzed the current business processes for AP, Expense, AR, and GL modules(v8.4).

Developed current and future-state process flows, identifying areas of improvements.

Created Quick-Hits Analysis and provided a list of recommendations, based on experiences and Best Practices.

Implemented an improved communication plan throughout the organization.

Caremark, Inc. (Northbrook, IL) Jun04 – Oct04

Analyzed and created process flows using Visio for the new PS Self Service Applications(v8.8).

Developed Fit/Gap analysis and provided Best Practice recommendations.

Set-up and configured the application in preparation for upcoming prototyping sessions using Workflow.

Assisted with troubleshooting and reporting issues.

SHPS Incorporated (Louisville, KY) Jun03 – Jun04

GL Lead on PeopleSoft(v8 sp2) implementation for corporate office and two subsidiaries.

Developed and implemented company-wide GL Best Practices.

Worked with CFO and management to develop various nVision reports.

Assisted with the AP & AR/BI implementation on various phases of the project.

Assisted with project management activities – planning, monitoring, reporting, etc.

Provided primary PeopleSoft support for GL, AP, PO, AR, Billing, Query, and Reporting.

Alternative Resources Corporation (Barrington, IL) Oct01 – May03

Provided primary PeopleSoft(7.52,8.4) support for the following modules: GL, AP, AM, EXPENSE, Reporting.

Provided secondary PeopleSoft support for the following modules: AR, Billing, HR, Payroll

Through the use of PeopleTools, nVision, SQR, Crystal, and query, enhanced the functionality, improved process flow and tremendously increased reporting capabilities of the organization

Assisted with the upgrade assessment of PeopleSoft v8.4

Developed nVision reports and provided support

Lead a Company-Split(SUTA) project which will provide savings of over $500k for the company

Lead the implementation/upgrade of GL, AR/BI, and AP modules from v7.52 to v8.4 for one business unit

Technology Solutions Company (Chicago, IL) Aug00 – Sep01

Primary PeopleSoft(7.5) support for the following modules: GL, AP, AR, BI, PC, HR, BEN.

Provided Level 2 ASP support for several clients on Inventory, Order Management, and key financial modules.

Assisted with the development of the ASP practice area and client requirements.

As GL Lead, implemented PeopleSoft’s financial modules(England,Germany, France, and Holland) for Rainbow Technologies. Reviewed and obtained the specific business requirements to help formulate the system design(Including use of multi-currencies, VAT, unique consolidation and governmental reporting requirements) through the use of GAP sessions and client interviews. Database demonstrations were utilized to provide high-level vision. Unit testing scripts were created, assisted with troubleshooting of applied Euro patches, and provided one-on-one training with key users.

Professional Consulting Solutions, Inc. Jul97- Aug00

Harting, Inc. (Aurora, IL)

As Project Lead, analyzed business requirements, evaluated various “business intelligence” software solutions (including Cognos, Brio, Business Objects, Hyperion Essbase, plus others), prepared a recommendation and project plan, presented management with the recommendation, and assisted with the pre-implementation of a “Business Intelligence” solution.

Ameritech (Hoffman Estates, IL)

As a Test Lead, coordinated the execution of an integrated Test Plan/Test Scripts on PeopleSoft GL v7.5 for various legal entities.

Created queries/reports via PS Query and FCP to help streamline the verification process.

Managed the workload of test verifiers to complete the verification process.

Assisted with the identification, investigation, and resolution of application defects.

Safeco Corp. (Seattle, WA)

Developed a User Acceptance Test plan, built test scripts, assisted with the development of policies and procedures, and provided PeopleSoft expertise on GL v7.5 module.

Worked with management to develop nVision reports for statutory and operational purposes.

Anixter, Inc. (Skokie, IL)

Developed and executed an extensive System Test Plan for PeopleSoft v.7.5 GL

Worked with the Configuration team to resolve issues, fix bugs, and implement customizations.

Analyzed GL setup and provided expertise and guidance on PeopleSoft set-up issues on multi-currency, allocations, consolidations, security, and reporting.

Edelman Worldwide (Chicago, IL)

Provided post implementation support for PeopleSoft v.7 GL, AR, AP, PO, Asset Management, and nVision reporting.

Setup and tested multi-currency GL processing (Translations, Revaluations, Multibook, etc.)

Analyzed GL setup and specified changes to support consolidated reporting for multi organizational setup.

Performed setup analysis, troubleshooting, and recommended changes to improve performance and reporting processes.

Alternative Resources Corporation (Lincolnshire, IL)

As project lead, successfully implemented PeopleSoft v.6 General Ledger. Responsibilities included: Defining and maintaining of a project plan, hold regular status meetings, provide management with regular status reports and updated plan, provide guidance on development of training plan, and provide “hands-on” expertise in every aspect of the project.

Reviewed and analyzed GL functional requirements and provided recommendations to streamline processes.

Assisted with gap analysis, table set-up, and acceptance testing.

Provided documentation of table set-up and major GL processes (Allocations, Currency Conversion, Consolidation, Journal Processing, and Reporting).

Developed financial reports using nVision and financial analysis tools using Query, SQR, and nVision.

Assisted the technical team with troubleshooting, performance tuning, bug fixes, and customizations.

Provided analysis and guidance for the implementation of the Project Costing module.

CNA Insurance (Chicago, IL)

As functional team lead, successfully implemented PeopleSoft v.6 Asset Management.

Gathered requirements from users, surveyed other PS AM clients, and re-engineered policies/procedures using a “best practice” approach. Worked closely with PO team to coordinate data transfer between modules.

Developed a project plan and held regular team meetings to monitor progress.

Advised in the use of PeopleTools to incorporate an intranet front-end tool for asset registration and inventory tracking.

Loaded historical data for Corp and Tax books from Excel spreadsheets using macros and SQR’s.

Trained both functional, as well as technical, team members and users.

Developed an acceptance testing plan and monitored the execution of the plan.

Provided support and maintenance functions and modified/developed SQR’s.

Assisted with the upgrade process from PeopleSoft v.6 to v.7.

Worked with management and end-users to enhance reporting needs for GAAP, statutory, and operational purposes.

Developed an asset inventory plan and assisted with the asset tagging effort.

The Revere Group Feb97 – Jun97

Ameritech (Hoffman Estates, IL)

Participated in the financial process re-engineering effort and performed a Gap Analysis for PeopleSoft v.6 General Ledger.

Developed and presented functional pilot sessions (Allocations, Consolidations, Journal Processing, VAT Processing, and Reporting) to corporate top executives and team members.

Developed an extensive nVision reporting prototype with various drilldown capabilities.

Noblestar Systems Corporation (Reston, VA) Feb95 – Jan97

Northern Automotive Corporation (Sioux City, IA)

Provided guidance in functional analysis for the installation of PeopleSoft v.5 General Ledger.

Assisted with summary ledger definition, tree definition, security, and nVision report design.

Assisted with the design of allocation rules, steps, and processes.

Wright Health Associates (Dayton, OH)

Successfully implemented PeopleSoft v5.12 General Ledger in a Project Lead role. Responsibilities included: Identifying scope and determining objectives, defining and maintaining the project plan, developing and executing a training/documentation plan, hold regular status meetings, and provide management with ongoing status reports.

Developed GL legacy data conversion and reconciliation procedures.

Developed and tested nVision reports.

Designed and automated journal entry process using a journal entry template in Excel and PeopleTools Import Manager.

G. E. Capital Services (Fairfield, CT)

Assisted with planning, development and execution of report re-engineering effort.

Identified and incorporated all aspects of nVision into the current reporting environment.

Developed and tested nVision and Crystal reports. Used macros and advanced Excel tools to develop user-friendly report generation and distribution front-end system.

Provided support and maintenance functions for SQL queries and SQR Reports

Terra Industries (Sioux City, IA)

Performed system requirements and analysis for replacement of the Walker General Ledger.

Installed, configured, and tested PeopleSoft v.5 General Ledger.

Analyzed reporting requirements and developed and tested nVision, Crystal, and Query reports.

Noblestar Systems Corporation (Reston, VA)

Project Lead in the implementation of PeopleSoft Asset Management, AP and AR/BI. Responsible for the functional and gap analysis, testing, troubleshooting, and user interface. Developed user training and documentation.

Provided ongoing post implementation support for PeopleSoft GL, AR/BI, AP, and AM(Asset Management). Wrote and tested nVision, Crystal, and Query reports. Developed trees and summary ledgers.

Corpak, Inc. (Wheeling, IL) 1988 - 1995

Controller and Manager of MIS

Responsible for the financial management of Corpak, a $20 million manufacturer and distributor of medical supplies. Additional role as Manager of MIS. Supervised staff of twelve. Accomplishments included:

Managed staff for AR, AP, AM, PR, GL, and Cost Accounting functions, as well as Customer Service and Human Resource management.

Established and improved internal controls, concentration on management of R&D expenditures, cash disbursements, and tracking of leased product movement.

Re-engineered AR to reduce DSO, establish letters of credit, lock-box, and automatic reconciliation processes and credit review policies.

Managed hardware conversion effort and subsequent operation of VAX computer systems, including migration of the Maxcim integrated financial and manufacturing management applications.

Developed and delivered Maxcim application software training to users.

Used Xentis to create financial, sales, and manufacturing management reports.

Wells Lamont Corporation/Wells Lamont Industrial Products 1983- 1987

Controller/Cost Accounting Manager

Responsible for headquarters cost accounting and internal audit management and promoted to a subsidiary controller at Wells Lamont, a $100 million industrial products manufacturer. Accomplishments included:

Managed staff members in execution of responsibilities for PR, AP, AR, AM, and GL (supported by Spectrum financial application software).

Developed and enforced policies and procedures, focusing on cash management, credit/collection management, and inventory control.

Developed consolidating statements, financial reports, tax/insurance filings, and audit-related schedules using Spectrum’s report writer.

Managed and performed internal financial and operational audits of manufacturing plants, distribution centers, and various satellite operations.

Developed financial planning model, which forecasted income and cash flow through simulation of manufacturing operations.

Maintained Chart of Accounts and consolidating/managerial financial reports within McCormack and Dodge General Ledger system.

TECHNICAL SKILLS

Applications

PeopleSoft Financials v. 3/5/6/7/7.5/8/8.4/8.8/8.9/9.2 (GL, GC, AR, PC, AP, EX, AM, IN, PO, OM, HR, BEN), Oracle’s Hyperion Financial Management(HFM), SQR, McCormack & Dodge GL, Walker GL, ASK Maxcim Financials & Manufacturing, Spectrum, ADP Payroll

Operating Systems

MS-DOS, Win NT/95/98/2000/XP/7, HP-UX, Solaris, UNIX

RDBMS

Oracle, DB/2, SQL Base

GUI/CASE

PeopleTools, PS Application Designer, Query, nVision, Crystal Reports, PS/SQL, SQL, Business Objects

Hardware

Various

Other Software

MS Excel, MS Word, MS Access, MS Project, MS PowerPoint, Lotus Notes, MS Outlook, Visio, PCAnywhere, WinRunner, HP Quick Test Professional(QTP), HP’s Unified Functional Testing(UFT)

EDUCATION

Certified Public Accountant, State of Illinois, 1992

BS Accounting, Northern Illinois University, DeKalb, Illinois

PEOPLESOFT & OTHER TRAINING

General Ledger I

General Ledger II

Asset Management

Accounts Payable I

Purchasing I

Accounts Receivable

Inventory

SQL / SQR

PeopleTools I

PeopleTools II

Project Management

REFERENCES (Outstanding references available upon request)

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