Project Management Business Analyst

Carolyn Hanks

Oracle Financials Business Analyst

469-***-**** – Phone

Email: *****************@*****.***

SUMMARY

More than fifteen (15) years of experience of which more than Eleven (11) years of experience in financial management and reporting from AP, AR, Payroll, Projects and Government/Civilian Contracts Administration, GWAC, STARS, WICAP, Procurement, Spend Analytics, EDI, Financial Gateway administration systems to recognize and generate revenue recognition, General Ledger to Month End Closing, financial systems consolidations and/or reconciliation’s, budget analysis and setup, Project Management Accounting to monthly annual financial statements using Oracle Financials EBS Suite & Oracle Cloud Financials 11i/rel 12/12.2 (HRIS, HCM, AP, AR, Billing, Order-to-Cash, Procure-to-Pay, Cash Management, Inventory Management, General Ledger, Project Administration & Costing, Fixed Assets; Project Resource Management utilizing Clarity (NIKU) Project Management & Analysis, AP/AR/Project Management/Purchasing, Oracle Financials and Fusion/Cloud applications and modules versions 10g/11i/releases 12i/12.2/12.2.4 for the following modules (iReceivables; iPayables; iProcurement; iExpense; Procure-to-Pay; G/L; A/R; Billing; FA; Order Management; Inventory Management; FAS Software, MS Excel, MS Word, MS Access, MS Visio, SAP, MS Project Works, SAP R/3, Hyperion Reports, Crystal Reports, Report Writer, Oracle Discoverer Reports and Business Intelligence Software. Expertise in creating functional and technical administrative use cases, test cases/scripts and executive reports for sales, month-end closing, marketing inventory analysis, revenue recognition, and job costing.

Four (4) full implementations and four (4) upgrades to Oracle Financials Releases 11i, v12.4,, Oracle HCM and Oracle Cloud Fusion version 23D & 22D and Oracle Fusion Apps for (AP, AR, GL, Cash Management to include S2P & Q2C Applications) all other modules include: Projects/Project Costing, Grants Administration, Property Management, Procure-to-Pay (AR, AP; PO); Order-to-Cash, Asset-to-Retire (FA) Oracle Discover and BI Reports; Apex Reports; Web ADI; TOAD; Hyperion Enterprise; HRIS; iExpense; iReceivables; iPayables/iSupplier; Time & Expense, SCM/CRM; Advanced Pricing; Advanced Collections) with specialty to the Procure-to-Pay life cycle and its implementation in Oracle Purchasing and Payables Internet Business Solutions applications for the following releases 11.5.10i/11.5/release 12i/release 12.2.

Maintain and/set up information regarding suppliers, sites, and quotations used in the procure-to-pay process.

Working knowledge of the procure-to-pay cycle and key implementation issues in Oracle Sourcing, Order Management; Requisitions, iProcurement, iExpense; iReceivables; Multi-National Currency; EBS Tax ;Vertex Tax Software and Purchase Orders systems.

Identified processes involved in different phases of the procure-to-pay life cycle to include preparation of Use Cases, Test Scripts and Business Process improvement.

Match the applications used in the procure-to-pay process with their descriptions.

Identified role of suppliers in the sourcing phase of the procure-to-pay process.

Gathered requirements, configured the Oracle Service Contracts and Sourcing for SO, Contracts, BPA’s, and PO’s

Provide enhancements to (AR, GL, FA; AP; Procure-to-Pay, HR; Cash Management) features, options of suppliers ASL’s, supplier sites for SCM, MFG customers using Oracle Fusion and Financial Modules..

- Create a PO catalog quotations.

- Create a standard Purchase Order (PO) using Workflow

- SME for Financial Gateway transactions to and from workflows that included EFT payments; EDI payments; Purchasing Sales/Quote-2-Order, Standard invoicing forms.

- SME for POS transactions, EFT payments; EDI payments; standard payment forms.

- Mass Consolidations of department overhead and overall cost recognition

- Identified the tasks to perform when preparing for closing a Payables period.

Identified tasks related to invoices and accounting entries that needed to be performed to close a Payroll period.

Identified accounts payable (AP); (PO); (AR); (EDI-(Advanced Collections) and GL-related tasks that need to be performed for closing a Payables and Accounts Receivables period end and reconciliations.

3-4 years of custom reporting design and implementation experience with Web ADI, SQL/SQR Reports, DOD; OTL; XML Publisher; Hyperion and Vista Plus or Mobius.

Develop, review, test and maintain automated web forms and system reports (I.e. P&L, Balance Sheet, Cash Flow and other operational reports) for month-end Actuals close, Forecasting, Budgeting and Long Range Planning processes to ensure and improve the accuracy and integrity of the data maintained in the financial systems.

The primary focus will be end user support for the Financials, iPurchasing/iProcurement, iReceivables/Billing, iPayables, Advanced Collections, Inventory and Maintenance applications.

Provide support and assist users with ERP application issues as recorded and routed through the corporate call logging application IIRA Ticketing & Project Management System, LanDesk, Oracle Support/Metalink or Remedy Ticketing Software.

Coordinated and document end user testing for all issues as they are resolved using Requisite Pro Software

Provided technical solutions (primarily SQL); ADI and Oracle Accelerator to resolve data and integrity issues

Gather and document business requirements, business processes for configurations, functional specifications and

Five years of domain expertise in OTC and Supply chain domain with specialization in Order Management and Advance Pricing and Receivables modules.

Experience in implementation, requirements gathering, process mapping, training, configuration, conference room pilot, Fit/Gap analysis, functional and technical design specifications, and post implementation support in Oracle Applications.

Excellent functional and technical knowledge in Oracle Order Management and Distribution modules like Warehouse Management System, Inventory, Bills of Material (BOM), Work in Process (WIP), Costing (CST), Material Requirements Planning (MRP).

Perform/Create Test Scripts for System Performance; Unit Testing; Business Process Modeling; QA Testing; etc. using HP Quality Center/ALM, Test Director and/or manual.

Lead an offshore team of 3 performance testers and 4 functional testers

PROFESSIONAL EXPERIENCE

Starbucks Headquarters Inc. – (Tata Consultancy Svcs) Seattle, WA October 15, 2019 to November 30, 2025

Senior Oracle Cloud Functional Lead Business & QA Analyst/ (OTC, AP, Procurement)

This project involved the implementation of Core Finance and Human Capital Management to replace the legacy Peoplesoft and SAP platforms. Here I was responsible for the rapid implementation of the following modules as well as migrating two years of historical data. This was a strategic initiative to rationalise and improve the efficiency of global operations that led to the Process Improvement (PI) ERP program which largely entailed the implementation of Oracle R12 E-Business suite to Oracle Fusion 23D and various supporting systems. Here I was the business Subject Matter Expert (SME) for the Oracle E-Business Tax, Financials (GL, AP, AR), Treasury and Cash Management Modules having joined the project at Conference Room Pilot (CRP) Stage. I also worked closely with other SME’s to help implement a custom set of forms and reports as part of a Project Forecasting module which integrated with Project Costing and Billing.

Responsibilities included:

Liaising directly with stakeholders across a diverse range of business and technology functions

Reviewing and approving detailed Solution Design Documents, and verifying that they provide the required clarity and explanation of the solutions to requirements

Reviewing and approving functional specifications for data migrations, reporting & analyses, systems integrations, and customizations to standard packaged software and verifying that they provide the required clarity and explanation of the solutions to requirements

Working with the TCS (Tata Consultancy Services) team (Implementing Partner) to translate the Business Requirement documents into Functional and System documentation and ensure most efficient use is made of standard Oracle functionality

Working with TCS to ensuring the most efficient solution was identified where bespoke functionality was required

Acting as a bridge between the Starbuscks business team and the TCS team

Assisting with the development and execution of testing scenarios for Conference Room Pilot (CRP), System Integration Testing (SIT) and User Acceptance Testing (UAT)

Reviewing and approving e-learning and classroom based training material

Working with the data migration team to ensure that Project Costing and Billing data was appropriately validated and migrated for Go Live

Post Go Live Support

General Ledger and Financial Reporting Center

Fixed Assets

Cash Management

Accounts Receivable

Accounts Payable

Tax and Inter-company

Worked with the Project Management group and the business to define scope and requirements for improvements in efficiencies and productivity through changes and additions to various information management systems.

Coordinated QA (Quality Assurance) and UAT (User Acceptance Testing) through implementation.

Assisted business in analysis of current processes to develop improvements.

Worked with the business and IT to gather requirements. Present the requirements to the stakeholders and IT for approval. Also monitored and assisted in the QA and UAT phases.

Facilitated JAD and JAR sessions to gather requirements and design details.

Served with a team of BSAs to develop a new front end loan boarding process (new GUI interface) and an automatic search process to put Taxer Ids and Tax Ids on suppliers via ARIBA without human intervention.

This new process changed a 100% manual exercise to a 60% automatic process nationally.

Created Test Plan, Test Script creation and administered testing for a new GUI interface for the search process to replace the existing green screen interface with a number of improvements to help automate the largely manual process, increase quality, and increase productivity by removing the data entry task by uploading to the Oracle and SAP Order and Procurement process directly from the field.

Brinks Headquarters Inc. – Secure Transportation Division (TCS), Mountain View, CA March 30, 2014 to Oct 14, 2019

Senior Functional Lead Business Analyst/ (OTC, HCM, Projects Costing)

The F1 program was to rollout a new suite of Oracle based technologies to support key finance functions in 14 European countries following an implementation in North America. Here I worked in the Record to Report (R2R) tower as the business lead for Fixed Assets and Project Costing during the Product Test and Integration Test Cycles of the implementation.

PeopleSoft CRM /HCM on Demand v9.1/9.2 Applications Support Analyst (HCM, eComp, Payroll, Workday, Grants, Project Accounting)

Act as a Liaison between the functional and technical groups and the functional driver for all technology development requests including system enhancements, configurations, upgrades, patches, fixes, etc. utilizing PeopleSoft Financials 9.1 and Hyperion Enterprise and Hyperion Essbase Budgeting, Reporting and Planning application.

Seven years integrating business and technology in environment with Hyperion BI Application; PeopleSoft Financials or comparable software.

5+ years of experience in Hyperion Applications using HFM, Planning, EssBase, Brio & Financial Reporting and have strong hands on experience in Data warehousing (Informatica) with major focus on design and development.

Knowledge of web-enabled business processes regarding Hyperion integration with an organization's entire information ecosystem including legacy systems, enterprise applications such as IT Service Management, ERP, SCM and CRM, desktop software such as Microsoft Excel, and EAI middleware.

Responsible for creating business cases, project plans, functional specifications, documentation of changes, testing, quality assurance, communications and implementation coordination for major, multi-functional initiatives.

Provide leadership in the efficient, effective improvement of mission critical applications.

Work as a liaison to the business group and technical teams to document process analysis and improvements regarding current ‘As Is' status and provide the ‘To Be' footprint.

Provide end-user and business support of the PeopleSoft Application modules for Human Resources, CRM and Payroll systems

Responsibilities included: -

Design – working with business subject matter experts (SME’s) and the Accenture implementation consultants to ensure the system was designed in accordance with business requirements and was closely aligned to the initial North American implementation.

Configuration – environment configuration and documentation

Testing – preparation and execution of test scripts as well as defect management

Training – preparation of training material and training Key Users

Data Migration – ensuring data was appropriately extracted from legacy systems and then translated, loaded and reconciled in the associated Oracle modules.

After the integration test cycles I transitioned to the Change Management team to become Training Lead for the User Acceptance (UAT), Transition, Production and Post Go Live support phases of the project. Here I was responsible for delivering training using a variety mediums to the Core Finance, iExpense, Workday Financials and Ariba user community of +1,000 users. Responsibilities included:

Design – designing training materials for the Invoice to Cash (I2C), Procure to Pay (P2P) and Record to Report (R2R) Organisation “Towers” in accordance with the solution being delivered across the Organisation

Build – building training materials using a variety of mediums, in particular User Productivity Kit (UPK)

Delivery – delivery of training material using a variety of mediums such as classroom training, Web Conferencing, and online portals

Reporting – reporting on training attendance and assessments at Board level by producing metrics using various Google technologies

Work with Brink’s colleagues, partners and clients, elicit requirements to solve a business problem or progress an opportunity for a new/enhanced business solution

Facilitate workshops/meetings with key stakeholders applying the appropriate elicitation techniques to establish the as-is and to-be state to meet the business/client's needs for Cloud Based Services to Financials and Order to Cash (Cash Management, Treasury and FAH/AGIS)

Created and maintained documentation, including procedures, system specifications, technical documentation and business requirements documentation (BRD/AGILE) of all regulatory, business, user, functional and non-functional requirements

Completed formal reviews of all requirements, to approve business requirements documentation

Created and maintained supporting business models, process models, data models and workflow models as required, through structured and object-oriented analysis

Worked with QA Analysts to design test cases to validate that requirements have been met, overseeing the testing phase as required

Overseen 'end-user' support, complimenting the Training and Development Manager with knowledge of the business requirements

Assessed and evaluated all feedback, ensuring the requirements necessary to address any issues are addressed in future releases, iterations or versions of the solution

Seek out and identified problems and opportunities, through Business Process Re-Engineering, presenting recommendations for improvement

Prepared and delivered presentations based on requirement gathering and data analysis

Performed investigational analysis and evaluation to determine project or application feasibility

Prepared feasibility studies; recommends and establishes program objectives, priorities and schedules in conjunction with user and functional requirements and conducts end-user training, as needed, for assigned applications

Expedia Inc. (TCS), Bellevue, WA

September 2012 – February, 2014

Senior Applications Support Analyst (P2P, OTC, RTR)

Maintain and/set up information regarding suppliers, sites, and quotations used in the procure-to-pay process.

Working knowledge of the procure-to-pay cycle, functional and technical processes involving key implementation issues in Oracle Sourcing, Order Management; Requisitions, iProcurement, iExpense; iReceivables; Multi-National Currency; Supplier setup, E-Business Tax Software and Purchase Orders systems.

Identified processes involved in different phases of the Procure-to-Pay and Order-to-Cash Life Cycles.

Match the applications used in the procure-to-pay process with their descriptions.

Identified role of suppliers in the sourcing phase of the procure-to-pay process.

Provide enhancements to (AR, GL, FA; AP; Procure-to-Pay, GL; HR; Cash Management) features, options of suppliers ASL’s, supplier sites.

- Create a PO catalog quotations.

- Create a standard Purchase Order (PO) using Workflow.

- SME for POS transactions, EFT payments; EDI payments; standard payment forms.

Identified the tasks to perform when preparing for closing Globals Financial Closing activities and period reconciliations.

Identified accounts payable (AP); (PO); and GL-related tasks that need to be performed for closing a Payables and Accounts Receivables period end and reconciliations.

3-4 years of custom reporting design and implementation experience with Web ADI, SQL/SQR Reports, BI; OTBI; XML Publisher; Hyperion and Vista Plus or Mobius.

Develop, review, test and maintain automated web forms and system reports (I.e. P&L, Balance Sheet, Cash Flow and other operational reports) for month-end Actuals close, Forecasting, Budgeting and Long Range Planning processes to ensure and improve the accuracy and integrity of the data maintained in the financial systems.

The primary focus will be end user support for the Financials, iPayments, iProcurement, iReceivables/Billing, iSupplier Portals, Advanced Collections, Inventory and Supplier Maintenance applications.

Provide support and assist users with ERP application issues as recorded and routed through the corporate call logging application.

Coordinated the resolution of complex issues with financial Enduser’s and Oracle’s support desk.

Coordinated and document end user testing for all issues as they are resolved

Provided technical solutions (primarily SQL); ADI and Oracle Accelerator to resolve data and integrity issues

Provided direction and training for end users as required / requested

King County Government-Public Sector (Jibe Consulting Inc), Seattle, WA

March 2011 – August 2012

Senior Functional Lead Business Analyst/ (OTC, AR, Advanced Collections, iReceivables, CM)

Gathered requirements from business partners.

Involved in business process flow and functional design document preparation, documentation, system configuration and implementation for Order to Cash, Procurement, SCM/CRM/Fusion.

Documented Functional design for technical team.

Provided support for areas of Finance; G/L; A/R and A/P.

Provided training to various sites as well as co-workers in UPK 2.7 through 3.5.

Work as the solution architect on OTC business processes.

Attend and participate in the meetings with business users representing all sectors.

Attend meetings with Track Lead and discuss the gaps and plan of actions.

Work with finance team to understand the financial impact and determine the scope of RICE components.

Prepare TO-BE process flows and review them with the project team..

Determine the reusability of the RICE and BR040, BR100, etc components from functional stand point.

Participate in the “Deep Dive” sessions to understand and challenge the current business processes.

Organize meetings with business leads and track leads to discuss and find a common agreeable solution on different scenarios.

Review the RICE requirements with the tech lead and consolidate the list.

Prepare the initial configuration document for CRP sessions.

Prepare data for the technical team for RICE testing.

Functional testing of the RICE components.

Multi-National Intercompany reconciliations, including foreign currency translation, process improvements, and system testing.

Intercompany Multiple Currency - established recon process

General Ledger Reconciliations

Bank Reconciliations - reconciled 15 accounts that had not been done in over a year

Intercompany, Eliminations

Reconciled Accounts Payable Accounts - Never reconciled before

Wipro Technologies Inc, Mountain View, CA April 04, 2010 – March 2011

Sr. Oracle Financials Consultant/ (Functional Lead Analyst – AR, CM, Billing)

Work as the Order to Cash Functional Consultant.

Arrange and organizing meetings with business users to capture the AS-IS process .

Attend meetings with OM Track Lead and other team members to share and discuss the information gathered.

Lead challenge workshops to validate the existing process and prepare design documents for resolving the gaps identified.

Prepare TO-BE process flows and review them with the business and obtain an approval sign off.

Work with the Configurator Team to define and design the strategy for modeling.

Work with the Planners and schedulers to achieve a common solution for planning and order fulfillment.

Responsible for configuring defaulting Rules and define strategies to cater to the Order booking process.

One of the key interfaces done was integrating the 11i Order Entry system with 10.7 Character Manufacturing system (for Residential and some commercial locks), and AS400 (for some commercial door products). This integration included 2 way interfacing of New Orders, Order Updates and Shipping information between these systems.

Responsible for preparing the training material and conduct training at the end of user acceptance testing.

Also responsible for supporting the Falcon product (which was implemented earlier). Support included resolution of issues and also design new enhancements.

Perform FIT/GAP analysis and Business Requirements documentation.

Managed all defects, results, requirements, test cases, using Quality Center and ALM

Facilitate meetings with client representatives to identify and create functional requirements.

Facilitate meetings with Development Team to document technical design requirements.

Meet with other members of CIS to review completed functional specifications, technical specifications and customizations.

Perform systems analysis and design activities and provide support to Technical team in designing test scripts, data integration and conversion using Clarity.

Provided training to various sites as well as co-workers in UPK 2.7 through 3.5.

Oversee and assisted in the development and finalization all training materials and delivered the end-user training for numerous financial modules (P2P, OTC, ATR, Tax, EBS, etc,)

Determine and resolve application and program problems using Clarity.

Assist in the creation and review of test scripts.

Advise and assist ERP Application Analysts and Senior ERP Application Analysts in areas of special knowledge or certification, i.e. – Crystal Reports, HR, Benefits, Payroll, Benefits Administration, etc.

Document meeting minutes, action items, and issues as assigned by the project manager.

Planning and managing Application Assessment and Requirements activities

Assisted clients in defining key capabilities /requirements that will enable their strategy by:

• Defining the application entrance and exit criteria

• Planning and managing application design and architecture activities

• Creating project deliverable templates and standards (including coding standards, etc)

• Creating complex conceptual designs (including application interfaces and interactions)

• Planning and managing program-wide application build, test, and deploy activities

• Identifying and monitoring interdependencies between various application implementation activities

• Planning and establishing after go-live activities including ongoing application support Escalate priority issues to project managers.

Environment: Oracle Financials 11i/R12i SCM/Primavera Project Management modules (A/R; Billing & Advanced Collections; UPK v3.5; Inventory Management; Order Management, Order-to-Cash, A/P; G/L; Procure-to-Pay, Cash Management, iExpense; iReceivables; iPayables; iSupplier; Purchasing; Fixed Assets; Asset Management; Clarity; SAP FICO; FSG Financial Reporting; APP Engines & Interfaces; SQL/SQR; Hyperion FMS/Essbase; Discoverer; ETL, Financial Banking Gateway, Cash Management, MS Office Suite (Excel; Access; Projects; Visio; SharePoint and Word); Telecom Software (One-View; ABACUS; and Delphi); HP Quality Center/ALM and/or Test Director; Oracle Tutor.

EDUCATION

BBA Degree, Finance & Accounting

BUXTON (London, UK) -CAMBRIDGE UNIVERSITY, Bangor, ME – 1994

GPA 3.75/4.0 – (US Department of Defense University)

Diploma, Computer Information Technology & Business Applications

SAVANNAH TECHNICAL INSTITUTE, Savannah, GA – 1992

GPA 3.30/4.0

Diploma, Business Applications

SOUTH UNIVERSITY, Savannah, GA – 1990

GPA 3.30/4.0

Engineering – Computer Science

GEORGIA SOUTHERN UNIVERSITY, Statesboro, GA – Jan 1987 – Jan 1988

GPA 3.75/4.0 – (US Department of Defense University)

LICENSES / CERTIFICATES

SCRUM Mastery – March 2022

Oracle Cloud Foundation and Financials – March 2022

PeopleSoft Financials Query & Process versions 9.2 Certification – 1997

PeopleSoft HRMS & Payroll Certification – 2021

Oracle End-user & Administrator Certificates – 2000

Oracle OCP - February 2003, July 2022

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