PeopleSoft Finance SME

James J Tarrant 917-***-**** **********@*****.*** https://www.linkedin.com/in/jaytarrant/

CAREER HIGHLIGHTS

PeopleSoft Implementation Functional SME, a Techno-Functional (80/20) Financials Consultant with more than 25 years of consulting experience. Former Accounting Manager with an Accounting degree who has been a key member of many full lifecycle projects implementing PeopleSoft Financials, specifically the General Ledger (GL), Commitment Control (KK), Accounts Payable (AP), and Asset Management (AM) modules. The module lead on over 2 dozen PeopleSoft Financials implementation projects, in which there was a responsibility for high level process engineering to design, test and deliver PeopleSoft to clients in Higher Education, State and Local Government, Healthcare and Commercial industries. Expert in designing, testing and delivering nVision Reports. Well-versed in preparing project documentation, i.e., Fit/Gap Analysis, Functional Design Documents, Business Requirements and other documentation.

PROFESSIONAL SKILLS:

PeopleSoft Enterprise Financials

General Ledger

Commitment Control

Accounts Payable

Asset Management

Project Costing

General Accounting

Department Manager

Assistant Controller

Financial Reporting and Analysis

ERP Specialties

General Ledger nVision Reporting

PS/SQL Query

PeopleSoft Engagement Experience

Applications Deployment

Fit/Gap Analysis and Documentation

Configuration/Conference Room Pilot

Data Conversion

Testing (PeopleSoft Test Framework)

Report Design (nVision)

End User Training

Other Accomplishments - Training

PeopleSoft General Ledger

Purchasing/Payables

Commitment Control

Certifications & Associations

PeopleSoft Enterprise 9 General Ledger, Certified Expert Consultant

PROFESSIONAL EXPERIENCE

INDEPENDENT– Lake Worth Beach, FL Jan. 2024 – Sept. 2024

PeopleSoft SME – Healthcare, Higher Ed, and State Government

-Working with other IT professionals, through various recruiting firms, to assist PeopleSoft Users navigating the system, i.e. Query Training, or having trouble performing their daily duties, i.e. reconciliation of accounts in GL, and any integration issues with other modules AP, KK, and AM in particular.

DELOITTE, LLC -RISK AND FINANCIAL ADVISORY – Boca Raton, FL Apr. 2022 – Dec. 2023

PeopleSoft SME – State, Local, and Higher Ed Practice (FTE)

-Advisory Team member for City/County Government project, working with IT and Accounting Dept to enhance the performance of their current PeopleSoft ERP system (GL, AP, KK, AM) while preparing them to move to Oracle Cloud ERP. Reviewed report requirements for State and County Government and redesigned nVision layouts.

INTEGRIS HEALTH – Oklahoma City, OK (Remote) Oct. 2020 – Feb. 2022

PeopleSoft FSCM Applications Analyst - GL, AP, KK, Reporting (Contractor-HCI Group) – ERP Squad

-Squad member in an Agile environment, supporting the Accounting and Finance staff - PeopleSoft General Ledger (GL), Accounts Payable (AP), and Commitment Control (KK) modules and nVision reporting.

-Working with other IT staff, through the Help Desk (Service Now), to assist PeopleSoft Users with issues and/or problems navigating the system or having trouble performing their daily duties with the same modules (GL, AP, KK).

TROPICAL SHIPPING – Riviera Beach, FL Jan. 2020 – June 2020

Sr. Financial Systems Analyst (FTE) – Controller’s Department

-Systems Liaison supporting the Accounting and Finance staff with the PeopleSoft General Ledger, Accounts Payable, Project Costing and Asset Management modules. Evaluated queries and nVision layouts for financial reporting.

-Coordinating with IT staff, through the Help Desk (Remedy), assisting PeopleSoft Users with issues and problems navigating the system or having trouble performing their daily duties.

NORTHWESTERN MEDICINE – Chicago, IL (Geval6 Inc - Contract) Apr. 2019 – Nov. 2019

PeopleSoft Financials Lead – General Ledger, Asset Management, Lease Administration

-Key Functional resource for General Ledger, Asset Management, and Lease Administration modules, ver. 9.2, as part of the team upgrading client to PUM 31, reviewing new features and functionality with the technical team members.

-Coordinating multiple testing activities (System, User Acceptance) with clients for the upgrade, utilizing the PeopleSoft Test Framework. Created library of test plans and test scripts.

JONES, LANGE, LASALLE, Inc – Chicago, IL (PwC Talent Exchange - Contract) Oct. 2018 – Feb. 2019

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.

-Assisting clients with new business requirements and various testing activities during the rollout of 9.2 to foreign countries (EMEA, APAC)

NEW RESOURCES CONSULTING, INC Apr. 2018 – Aug. 2018

PeopleSoft Techno - Functional Consultant (FTE) – Winston-Salem, NC

-PeopleSoft Techno - Functional Consultant (GL, AP, KK, AM) supporting several Healthcare clients, responding to ServiceNow Incidents and Problems, troubleshooting and solving database issues using queries and reports.

-PeopleSoft Functional Consultant (GL, KK) supporting consultants during upgrade project with various activities reviewing new business requirements and explaining new functionality to end users in version 9.2.

DLZP GROUP Nov. 2017 – Dec. 2017

PeopleSoft Techno - Functional Consultant – Myrtle Beach, SC (Remote)

-PeopleSoft Techno - Functional Analyst (GL, AP) assisting Financial Services clients, creating new GL and AP Business Units, before divesting several businesses, designing, and testing new nVision layouts, Trees, etc.

NORTHWELL HEALTH, Westbury, NY Sept. 2016 – Oct. 2017

PeopleSoft Financials Lead (Contract – Myers Consulting)

-Leading Fit/Gap Sessions and client Requirements meetings, Assisting Clients with Allocations and Consolidations.

-Developed Test plans and scripts for GL module, guiding clients during the Testing phase, and reducing customizations.

-Redesigning over two hundred nVision layouts for all divisions of the hospital group, using the new Tools version (8.54).

-Worked with Oracle Hosting during upgrade, testing, Go-Live, and Post Live Support, showing client new functionality.

CITY OF SEATTLE – Seattle, WA June 2016 – Sept. 2016

PeopleSoft Financials Lead – Asset Management (Contract – CherryRoad Technologies)

-Helping the Client team create Requirements Documentation for AM and GL modules.

-Assisting Clients during the Testing phase, showing how the delivered processes replaced customizations.

-Lead Conference Room Pilot sessions, showing clients newly delivered functionality.

CKE RESTAURANT HOLDINGS Oct. 2015 – Apr. 2016

PeopleSoft Manager - Projects – (FTE -Cognizant Technology Solutions)

-PeopleSoft Functional Lead (GL, AM, PC) assisting Food Services client - Upgrade PeopleSoft 9.2

-Developing Test plans and scripts, guiding clients during Testing, and reducing the number of customizations.

-Helping the Client team create Requirements Documentation for AM and GL modules.

NEW RESOURCES CONSULTING, INC June 2015 – Sept. 2015, Apr. 2016 – June 2016

Senior Consultant (FTE) – Winston-Salem, NC

Responsibilities: (Clients: Wake Forest Baptist Health (2016), Journal Media Group (2015))

-Functional Financials Lead (GL, KK, AM), as part of a team assisting with the upgrade to 9.2 for a Healthcare client, leading the client with requirements gathering and fit/gap analysis.

-Report Design, nVision Reports, Tree Manager updates (BUs, CFs), and PS/Query Manager.

-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

-Assisting clients with various project activities during the Design and Test phases of the project.

MIAMI DADE COLLEGE Nov. 2014 – Feb. 2015

Senior Principal Consultant (Contract) – Miami, FL

-Functional Lead resource for General Ledger, Commitment Control, and P2P modules, ver. 9.2 implementation.

-Managing client meetings Fit/Gap Analysis, Requirements, and reviewing PeopleSoft functionality for GL/KK.

SD UNIFIED SCHOOLS, San Diego, CA, and KERN COUNTY HS - Bakersfield, CA Oct. 2013 – Oct. 2014

FSCM Functional Lead (FTE – NTT Data)

-PeopleSoft FSCM Functional Module Lead for several projects, in several industries, i.e., Healthcare and Public Sector.

-Functional Lead - General Ledger, Commitment Control, and Asset Management modules, ver. 9.2 implementation.

-General Ledger and Asset Management Functional Lead, ver. 9.1 implementation for Public Sector client.

RADY’S CHILDREN’S HOSPITAL, CITY OF HOPE and CHESTER COUNTY Jan. 2013 – Oct. 2013

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

-Designing, testing, and delivering PeopleSoft nVision reports for several projects.

ST. ELIZABETH’S HOSPITAL - Erlanger, KY June 2012 – Jan. 2013

PeopleSoft Financials Consultant (Contract – TOP Consulting)

-Advising Hospital and Physician’s Practice staff (GL, AP modules) regarding new chartfield structure.

-Redesigning nVision reports, updating, and reviewing over fifty layouts used by staff for new chartfield design.

UNIVERSITY OF VIRGINIA MEDICAL CENTER- Charlottesville, VA Mar. 2012 – June 2012

PeopleSoft Financials Consultant (Contract – Hypergen, Inc.)

-PeopleSoft Financials resource, assisting the University IT and Finance departments through testing phases and go-live.

-PeopleSoft Financials ver. 8.4 to 9.1 upgrade for Medical Center Finance Dept (GL, AP, AM modules)

-Testing nVision reports, updating and reviewing over 150 layouts used by staff.

-Assisting 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)

-Functional Financial SME, documenting and configuring PeopleSoft 9.1 database modules (GL, AM) through all phases using Waterfall methodology, Fit/Gap Reports, Business Process Design, Testing, Data Conversion, and User Training.

-Designing and updating approximately two hundred 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 Mar. 2011 – May 2011

PeopleSoft Financials Consultant (Contract – Hypergen, Inc.)

-PeopleSoft Financials SME assisting Government Agency IT department supporting Accounting and Finance staff.

-Designing, testing, and deploying 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)

Responsibilities:

-PeopleSoft Financials Functional resource, leading numerous clients in all phases of an SDLC project, in various industries, including several Public Sector, K-12, and Higher Education clients.

-Designing, testing, and delivering PeopleSoft nVision reports for several FMS implementation projects, including K-12, Higher Ed, and Public Sector.

EDUCATION

BBA Accounting, Pace University

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