Accounting Cloud - Oracle Cloud Implementation

David Rosenfeld

New York, New York

adjaq5@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Over twenty years of experience with Oracle Financials; most recently with Cloud (Fusion) 20D and 2021 patches. Focus on General Ledger & Essbase, Billing & Receivables, Procurement & Payables, Assets, & Cash Management. PBCS (Financial Planning & Analysis), Smartview, and FCCS (Consolidation & Elimination). Integration with international banks, vendors and suppliers, and multicurrency customers.

Strong accounting background includes eliminations, inter-unit consolidations, allocations, multicurrency, revenue recognition, cost accounting and project accounting rules, inventory costing, Value-Added Tax [VAT] for purchasing and sales and GAAP, and budgeting and commitment control. Process Improvement includes restructuring chart of accounts, enforcing combo-edit rules, inter-unit accounting, reporting standards, defining workflow and approval requirements, and staffing reorganization.

Successfully achieving objectives, on-time and on-budget, through managing integration, timelines, activities and roles, vendor management, risks, and quality. Reducing delays and sidetracking through issue tracking and resolution, including vendor service problems, application errors/bugs, simultaneous project coordination, skill mismatches, and technology limitations.

Ensuring post-go-live productivity and fiscal success through budgeting, planning, staffing, and technology selection. Maximizing productivity, technology vision, and strategy through managing human resources, recruiting, team building, and skills development. Clear direction and goals enhanced team cohesion and satisfaction.

Functional Documents include enhancement specifications, upgrade delta, fit/gap analysis, business process, and recommendation. As well, test scripts, user guides, process redesign documents, Conference Room Pilot scripts, upgrade and go-live schedules, and training documents. Data conversion & integration with external systems; payroll, lockbox, banks, customers, suppliers, and EFT.

PROFESSIONAL EXPERIENCE

Cloud Financial Applications Inc. (contract positions) 2001 to Present

Oracle Fusion and Cloud Financial and Supply Chain

ERP Selections included conducting process reviews, evaluating technical fit, understanding total cost of ownership, developing implementation plan, and tracking business benefits.

Migrating from On-Premises to Cloud (Oracle E-Business Suite, Peoplesoft 9.2, SAP).

Oracle Fusion/Cloud Financials, including Financials (GL, AR and Billing, AP and Assets, Treasury & CM) and Procurement (Sourcing, Requisitions, PO, and Supplier Management).

PBCS, FCCS, and Smartview 2020 earlier. Configuration & Training for consolidations, eliminations, reporting & analysis. Dimensions, Cloud user interface, & Extended Analytics.

Thomson Reuters New York City

Functional Lead; Oracle Implementation and Maintenance

Oracle Cloud suite of applications including Finance, Procurement, PBCS, and FCCS. Focus on Multicurrency, Inter-company, Global Consolidation, Eliminations, & Equity ownership.

Developed custom applications and reports to utilize Oracle structures, including OTBI, BI, Data Models, and FRS; Accounting rules, Average & Plan Rates, Aged AR, & Asset Mgmt.

Providing support for FP&A, Controller, Tax, & CFO. Prioritize projects, Problem resolution.

Fox Corporation. NYC & Connecticut

Functional Lead; Oracle Selection, Design, Implementation, and Training

Implemented Oracle Receivables, Requisitions, Purchase Orders, Receiving, & HR / Payroll.

Designed new end to end business processes & approval rules. Resolved cross-agency issues, including allocations, project codes, project accounting, eliminations, & pass through costs.

Defined projects & activities, pricing engine configuration, project teams, trees, & budgets.

Maintained Shared Services Center to improve client service and enhance business support.

Guardian Insurance. New York City

Functional Lead; Oracle Upgrade, Training, and On-going Support

Oracle Cloud suite of applications including General Ledger, Payables, Requisitions, and Purchase Orders. Created inter-company Transaction, Consolidation, Elimination entries setups and configurations.

Developed custom applications to utilize core Oracle structures, including chart of accounts configuration, accounting rules, locations, user info, rate sets/plans, asset books, & Trees.

Gathered business requirements, performed testing and provided On-going Support.

Nasdaq OMX. New York City

Director; Oracle Selection, Design, Implementation, and Training

Oracle Financials (Fusion) Cloud R12 implementation, training, and post-go live support.

PBCS/Hyperion R11 implementation & maintenance. Integrated international financials.

Global end-user support for Finance, Accounting, & Billing departments. Troubleshooting & documenting enhancements & requirements. Reconciliations using Excel Pivot & Essbase.

Maintain an integrated international testing application that enables users access/ update to requirements, design specifications, test cases & scripts, defect/ issue escalation, & signoff.

KPMG Peat Marwick LLP 1994 to 2001

Manager, Financial Systems Consulting North America

Bank of America and JP Morgan Chase. Financial Systems implementation and maintenance

Implemented and maintained Oracle Financial modules, including General Ledger, Receivables, Billing, and Asset Management. Configuration, including Chart-fields, Distribution Accounting rules, Trees, Combo-Edit, Consolidations, Revaluations, Ledgers, & Currencies.

Accounting staff reduced closing time, manual entries, and un-reconciled accounts.

Documented current systems and recommended key interfaces between Budget & other systems.

Revlon, Calvin Klein, and Other Wholesalers. Distribution and Logistics Systems Implementation

Oracle Financials Systems Implementation. Successful invoice cost reduction, cash management, month end close, reconciliation, and performance targeting.

Process Redesign and Analysis. Aligned processes and tasks with newly implemented systems, Process diagrams, removed redundant and manual processes, user workshops, & policy changes.

Valuation and Due Diligence. Analyzed business plans and technology of acquisition targets.

Program office, recruiting, technology architecture design, methodology workshops, and Y2K.

EDUCATION

Columbia University, Certification of Professional Achievement in Business

B.S., Finance/Accounting, University of Connecticut

Oracle Cloud Financials r13/20B Training

PMP Certification

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