Peoplesoft Financials Business Analyst

JAMES J. TARRANT

PeopleSoft Implementation SME Financials (GL/KK, AM, AP) Consultant Sr. Business Analyst

Lake Worth Beach, FL 917-***-**** **********@*****.*** https://www.linkedin.com/in/jaytarrant

CAREER SUMMARY

Seasoned PeopleSoft Techno-Functional SME with 25+ years of consulting experience, specializing in PeopleSoft Financials implementations across Higher Education, Healthcare, State & Local Government, and Commercial industries. Former Accounting Manager with a BBA in Accounting, holding PeopleSoft Enterprise 9 General Ledger Certification and recognized as a Certified Expert Consultant.

Proven track record in full lifecycle PeopleSoft Financials implementations, leading modules such as General Ledger (GL), Commitment Control (KK), Accounts Payable (AP), Asset Management (AM), and nVision reporting. Lead consultant on 25+ PeopleSoft Financials implementation projects, designing, testing, and delivering optimized ERP solutions to clients in public and private sectors. Expertise in nVision report development, financial reconciliations, and project documentation.

PROFESSIONAL SKILLS

PeopleSoft Financials Expertise: GL, AP, KK, AM, Strategic Sourcing, eProcurement, Billing, AR, Lease Administration, Supplier Portal

ERP Implementations & Upgrades: Fit/Gap Analysis, Conference Room Pilot, Data Conversion, Testing (PeopleSoft Test Framework), Reporting (nVision)

Financial Analytics & Reporting: nVision, BI Publisher, SQL, PS Query Manager, Tree Manager, Budget Monitoring, GL to KK Reconciliation

Process Optimization & Training: User Training, Agile Collaboration, Workflow Automation

Industry Expertise: Healthcare, Higher Education, State & Local Government, Corporate Finance.

PROFESSIONAL EXPERIENCE

INDEPENDENT – Lake Worth Beach, FL

Semi-Retired / Part-Time Independent Contractor - PeopleSoft FSCM – (Jan. 2024 – Present)

Provided expert PeopleSoft guidance, assisting users with query training, troubleshooting reconciliation issues, and optimizing integration between GL, AP, KK, and AM modules.

Streamlined financial processes, resolving GL discrepancies, improving reconciliation efficiency by 20%, and enhancing reporting accuracy across departments.

Conducted functional training, leading to a 30% reduction in service desk incidents related to finance module errors.

DELOITTE, LLC – Risk and Financial Advisory – Boca Raton, FL

PeopleSoft SME – State, Local, and Higher Ed Practice (March 2022 – Dec 2023)

Served as PeopleSoft SME for City/County Government projects, collaborating with IT and Accounting teams to enhance PeopleSoft ERP performance (GL, AP, KK, AM).

Redesigned nVision layouts and queries, improving financial reporting accuracy and efficiency for state and local government clients.

Developed PS queries for reconciliation, data reporting, and nVision utilization.

Configured GL and KK settings based on client SME design sessions, ensuring optimal system performance.

INTEGRIS HEALTH – Oklahoma City, OK

PeopleSoft FSCM Applications Analyst – GL, AP, KK, Reporting (Oct 2020 – Feb 2022)

Supported Accounting & Finance staff in an Agile environment, optimizing PeopleSoft GL, AP, KK modules, and nVision reporting during an Oracle Cloud transition implementation.

Led GL, AP, and KK module reconciliations, ensuring accurate financial data compliance.

Facilitated requirements documentation, analysis, and solutions for General Ledger and Commitment Control.

Optimized SQL query performance, modifying filters to enhance report execution speed.

Collaborated with IT teams, resolving query performance issues and improving system efficiency.

Designed and tested nVision financial reports, ensuring alignment with business requirements.

Provided end-user training in query usage, GL Allocations, nVision writing, and PS Query development, enhancing staff proficiency.

TROPICAL SHIPPING – Riviera Beach, FL

Senior Financial Business Systems Analyst – Controller’s Department (Jan 2020 – Sept 2020)

Acted as Chief Systems Liaison, supporting Accounting & Finance teams with PeopleSoft GL, AP, Project Costing, and AM modules.

Evaluated and optimized existing queries and nVision layouts, ensuring financial reporting accuracy and efficiency.

Developed new queries for Project Costing (PC) reconciliations, improving expense tracking and reporting.

Worked alongside IT teams, troubleshooting and resolving system issues to maintain seamless financial operations.

Delivered comprehensive user training in GL, AP, PS Query, and nVision report creation/modification.

NORTHWESTERN MEDICINE – Chicago, IL

PeopleSoft Financials Lead – GL, AM, Lease Administration (Apr 2019 – Dec 2019)

Served as Key Functional Resource for GL, Asset Management, and Lease Administration modules in PeopleSoft 9.2 upgrade (PUM 31).

Coordinated System & User Acceptance Testing (UAT), utilizing PeopleSoft Test Framework and creating test libraries.

Redesigned nVision layouts, ensuring alignment with new business requirements.

Led query performance evaluations, identifying and resolving inefficiencies.

Delivered end-user training on query and reporting tools, increasing staff proficiency.

JONES LANG LASALLE, INC – Chicago, IL

PeopleSoft Financials Lead – Record to Report (GL, AM) (Oct 2018 – March 2019)

Provided module expertise for PeopleSoft GL & AM (v9.2) Global Implementation.

Assisted in new business requirements gathering & testing activities, supporting 9.2 rollout across EMEA & APAC regions.

NEW RESOURCES CONSULTING, INC – Winston-Salem, NC

PeopleSoft Techno-Functional Consultant (Nov 2017 – Sept 2018)

Provided PeopleSoft Techno-Functional expertise in GL, AP, KK, and AM modules, supporting multiple Healthcare clients by resolving ServiceNow incidents and troubleshooting database issues using queries and reports.

Assisted consultants in PeopleSoft 9.2 upgrade, reviewing new business requirements and explaining enhanced functionality to end-users.

Led Financial Services client transitions, creating new GL and AP Business Units before divestitures and designing nVision layouts, Trees, and reporting structures for optimized financial operations.

NORTHWELL HEALTH – Westbury, NY

PeopleSoft Financials Lead (Sept 2016 – Oct 2017)

Led Fit/Gap sessions and Requirements meetings, supporting clients in Allocations and Consolidations for hospital financial operations.

Redesigned 200+ nVision layouts across divisions using PeopleSoft Tools 8.54, enhancing financial reporting efficiency.

Developed and executed test plans and scripts for GL module upgrades, ensuring successful implementation and user adoption.

Provided comprehensive training in GL, AP, PS Query, and nVision, including creation and modification of reports and queries.

CITY OF SEATTLE – Seattle, WA

PeopleSoft Financials Lead – Asset Management (June 2016 – Sept 2016)

Developed requirements documentation for GL and AM modules, ensuring alignment with business needs.

Led Conference Room Pilot sessions, demonstrating new functionality and conducting end-user training in query and reporting tools.

Evaluated and optimized existing queries for performance and accuracy, improving system efficiency and user satisfaction.

NEW RESOURCES CONSULTING, INC – Winston-Salem, NC

Senior Consultant (June 2015 – Sept 2015, Apr 2016 – June 2016)

Served as Functional Financials Lead for GL, KK, and AM modules, supporting PeopleSoft 9.2 upgrades for Healthcare clients.

Conducted requirements gathering and Fit/Gap analysis, ensuring seamless client transitions and optimized workflows.

Designed nVision reports, Tree Manager updates (BUs, CFs), and PS Query enhancements, refining financial reporting structures.

Provided remote Help Desk assistance during monthly and year-end close, ensuring uninterrupted financial operations.

CKE RESTAURANT HOLDINGS

PeopleSoft Manager - Projects (Oct. 2015 – Apr. 2016)

Led PeopleSoft 9.2 upgrade, developing test plans and scripts, guiding client teams through testing phases, and reducing customizations, optimizing system functionality.

Created requirements documentation for Asset Management (AM) and General Ledger (GL) modules, ensuring business alignment and compliance.

Provided end-user training on query and reporting tools, increasing staff proficiency and system utilization.

FLORIDA STATE COLLEGE – Jacksonville, FL

PeopleSoft Financials Lead – General Ledger & Commitment Control (Feb. 2015 – June 2015)

Supported clients through Design and Test phases, ensuring successful PeopleSoft Financials implementation.

Delivered end-user training on query usage and financial reporting tools, enhancing system adoption and operational efficiency.

Configured Standard Ledger, Commitment Control Ledger, and Ledger Groups, incorporating budget calendars for Commitment Control setup.

MIAMI DADE COLLEGE

Senior Principal Consultant (Nov. 2014 – Feb. 2015)

Served as Functional Lead for General Ledger (GL), Commitment Control (KK), and Procure-to-Pay (P2P) modules during PeopleSoft 9.2 implementation.

Led Fit/Gap Analysis and Requirements Documentation, facilitating client meetings and reviewing PeopleSoft functionality for GL and KK modules.

SD UNIFIED SCHOOLS – San Diego, CA & KERN COUNTY HS – Bakersfield, CA

FSCM Functional Lead (Oct. 2013 – Oct. 2014)

Led PeopleSoft FSCM module implementations across Healthcare and Public Sector, ensuring alignment with organizational needs.

Served as Functional Lead for GL, Commitment Control (KK), and Asset Management (AM) modules in PeopleSoft 9.2 implementation, improving financial operations.

Directed GL and AM module enhancements for Public Sector client, leading PeopleSoft 9.1 implementation to enhance financial reporting and asset tracking.

RADY’S CHILDREN’S HOSPITAL, CITY OF HOPE & CHESTER COUNTY

PeopleSoft Financials Functional Consultant (Jan. 2013 – Oct. 2013)

Contributed to multiple PeopleSoft FSCM implementations across Healthcare and Public Sector, specializing in GL, KK, AP, and AM modules.

Designed, tested, and delivered customized PeopleSoft nVision reports, enhancing financial visibility in healthcare operations.

ST. ELIZABETH’S HOSPITAL – Erlanger, KY

PeopleSoft Financials Consultant (June 2012 – Jan. 2013)

Advised on GL and AP module configurations, implementing a new chartfield structure to streamline financial data organization.

Led nVision report redesign, updating and reviewing 50+ layouts, increasing accuracy in financial reporting.

UNIVERSITY OF VIRGINIA MEDICAL CENTER – Charlottesville, VA

PeopleSoft Financials Consultant (Mar. 2012 – June 2012)

Served as a PeopleSoft Financials SME, supporting IT and Finance departments through testing and go-live, ensuring seamless implementation.

Facilitated PeopleSoft Financials 8.4 to 9.1 upgrade, optimizing GL, AP, and AM modules for enhanced medical center financial operations.

Conducted nVision report testing, updating and reviewing 150+ layouts for improved accuracy and efficiency.

Provided knowledge transfer and training to the Controller, ensuring a smooth transition for the incoming Assistant Controller.

BOY SCOUTS OF AMERICA, INC. – Irving, TX

PeopleSoft Financials Lead (May 2011 – Feb 2012)

Served as Functional Financial SME, documenting and configuring PeopleSoft 9.1 (GL, AM) through all phases of implementation using Waterfall methodology.

Led Fit/Gap analysis, Business Process Design, Testing, Data Conversion, and User Training, ensuring seamless system integration.

Redesigned and updated 200+ nVision layouts, enhancing financial reporting accuracy following the upgrade from PeopleSoft 8.9 to 9.1.

U.S. HOUSE OF REPRESENTATIVES – Washington, DC

PeopleSoft Financials Consultant (Mar 2011 – May 2011)

Provided PeopleSoft Financials SME support to the Government Agency IT Department, assisting Accounting and Finance staff.

Supported Entry Event analysis and troubleshooting EE journal entry issues, ensuring accurate financial transactions.

Designed, tested, and deployed nVision reports, creating a comprehensive database inventory of layouts for staff utilization.

ORACLE CONSULTING USA – Pleasanton, CA

Principal Consultant (May 2007 – Feb 2011)

Clients: CUNY, Lee County School District, Bowling Green State University, Horry County School District, Brookings Institute, MetLife, Cedars Sinai, MassPort, Montclair State University

Led PeopleSoft Financials implementations across diverse industries, including Public Sector, K-12, and Higher Education clients.

Managed full SDLC project lifecycle, from requirements gathering to deployment, optimizing system performance and adoption.

Designed, tested, and delivered PeopleSoft nVision reports, enhancing financial visibility for multiple organizations.

EDUCATION & CERTIFICATIONS

Bachelor of Business Administration (BBA) – Accounting – Pace University

PeopleSoft Enterprise 9 GL – Certified Expert Consultant

PeopleSoft Financials & Supply Chain (FSCM) 9.2 Training

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