Dynamic PeopleSoft Financials Technical Lead with extensive experience at Wipro, Inc., specializing in ERP troubleshooting and business process re-engineering. Proven track record in enhancing functionality and user experience through effective stakeholder engagement and data conversion strategies. Adept at functional testing and user training, driving successful implementations and upgrades.
Overview
28
28
years of professional experience
Work History
PeopleSoft Financials Technical lead
Wipro, Inc @San Mateo County Transit Authority
10.2020 - 01.2025
Production support ERP PeopleSoft Financials/Supply Chain specialist. Conduct research and perform root cause analysis involving production issues. Document findings and issue resolution. PeopleSoft 9.2 Financials Upgrade functional lead and support project team effort.
Lead PeopleSoft Financials design sessions with clients to gather requirements and document key decisions
Collaborate with stakeholders to understand and analyze business requirements, ensuring that the PeopleSoft solution aligns with the client's objectives; then translating business requirements into PeopleSoft Financials configuration, and leading the configuration of PeopleSoft modules through multiple prototype environments to fulfill client-specific needs, enhancing functionality and user experience
Provide recommended approaches and best practices for clients based on industry and client requirements
Assist client with data conversion from legacy system into PeopleSoft
Provide guidance and direction to clients during various testing cycles of prototypes
Coordinate change management guiding client to embrace new technology.
PeopleSoft Business Analyst - Functional Financials Analyst
City & County of San Francisco
05.2019 - 02.2020
Researching and finding solutions, troubleshooting errors in production issues, testing. PU upgrades.
As a Senior Functional Business Analyst, I worked as part of a team supporting the Financial modules in PeopleSoft.
Within PeopleSoft Financials, the Controller's Office currently uses and supports the following modules: Asset Management, Billing, Contracts, Expenses, General Ledger, Payables, Project Costing, Receivables, Treasury, Commitment Control, Grants, and Budgeting.
Performed and participated in a range of business systems analysis tasks including: documenting, tracking and assessing common and unique requirements across City departments; assessing financial and procurement systems currently used by departments; interviewing users and conducting user workshops; designing and documenting business requirements into functional specifications; testing functionalities; developing training curriculum and business/technical job aids for user system adoption; and providing user support for on-going troubleshooting, training and system maintenance.
Interacted and coordinated with financial, systems, and management staff across the City.
Essential duties included but are not limited to: diagramming policies and processes of the business practices and requirements; linking business processes with the setup and business rules of the new financial system; requirements gathering, fit/gap analysis; defining and implementing application configuration settings; performing complex data analysis; working with the project team on transition plans for re-engineered business processes; conducting trainings for end users; create functional designs; create test plans; execute testing; analysis and testing of security roles and permissions; identifying, managing and escalating issues and risks throughout software development life cycle; keeping up-to-date functional documentation; performs other duties as assigned.
PeopleSoft Lease Admin / Analyst (Contract with )
Prudent @ CBRE
Dallas, TX
11.2018 - 04.2019
Work with new functionality in PeopleSoft 9.2 to support ASC 842 Lease conversion process documentation, configuration, quality assurance and testing. Used professional accounting concepts and internal company policies to solve complex accounting issues relating to leases.
PeopleSoft FSCM Business Analyst to optimize business processes and streamline production (Contract)
Cynosure/Amplify @ Peralta Community College
04.2018 - 06.2018
Lead cross-functional business process re-engineering (General Ledger, Commitment Control, Accounts Payable, Purchasing, Asset Management)
Collaborate with implementation team to ensure all business requirements are captured in accordance to best business practices and standards
Collaborate with end-users, business process owners, technical and financial staff to optimize efficiencies in business processes
Support and maintain PeopleSoft Financials version 9.2 production and Finance team and end users
Participate and drive the design and implementation of new functionality in PeopleSoft 9.2 to support ASC 842 compliance.
Communicate with business partners at various levels of the organization comfortably in-person, via email and telephone.
Develop mapping of business practices and assure processes meet policies/standards.
During implementation, facilitate series of requirement sessions and prototype workshops with functional experts.
Communicate business needs to applications development team. Guide Conference Room Pilot process to finalize business requirements through critical stakeholder and end user perspectives.
Interface with Team Leads and Design Managers to ensure standardization of proposed processes across all regions.
General Ledger, Accounts Payable, GL Reporting / Independent Contractor - PeopleSoft Financials Analyst (consultant) - Institute of International Education (IIE) Post-production support lead PeopleSoft FSCM v. 9.2
Winter Wyman, @ IIE
New York, NY
12.2016 - 04.2017
Provide operational support of PeopleSoft Financials and other core financial systems to end users
Identify root cause of issues and collaborate with IT to develop and implement solutions
Identify opportunities for new system functionality for better alignment to business processes
Support process owners on procedures to align with financial audit requirements
PeopleSoft Financials vs 9.2: General Ledger and Billing Functional Specialist / Independent Contractor - PeopleSoft Financials Analyst (Consultant)
American Partners, Inc @ WSBCTC
Olympia, WA
08.2016 - 10.2016
Administer configuration for new functionality and issue resolutions
Perform functional testing and quality assurance activities
Collaborate with IT to ensure that technical design, unit and functional testing, deployment, and implementation meet business requirements and properly documented
PeopleSoft Financials Analyst
Independent Contractor @ NYC Department of Sanitation
12.2014 - 12.2015
NYC Department of Sanitation PeopleSoft SMART Business Analyst and subject matter expert (SME) for PeopleSoft Financials vs 9.1: General Ledger, Accounts Payable, Asset Management, Accounts Receivable, Project Costing, Customer Contracts, Billing, Grants.
Define and document requirements for configuration and custom developed software products
Develop various documents, including requirements, user stories, acceptance criteria, user guides, process flows, wireframes, and end user training
Perform functional analysis, identify gaps, and design solutions to fill gaps
Senior PeopleSoft Financials Analyst
Advantage Care Physicians, Inc.
NYC, NY
10.2013 - 11.2014
Provide functional user support and maintenance of PeopleSoft Financials vs 9.2 applications in production. Accounts Payable, General Ledger, Asset Management, Purchasing and eProcurement. Design and maintain nVision and Query reports.
Support Finance department support GL closing, reporting, reconciliation, etc.
PeopleSoft Financials Functional Lead (consultant)
Independent Contractor @ New York City Depart of Sanitation
07.2013 - 09.2013
PeopleSoft vs 9.1 system implementation and process re-engineering project as PeopleSoft Financials SME. Gather requirements, configure and test Asset Management and Maintenance Management applications
Independent Contractor - PeopleSoft Financials Functional Support Analyst
Pyramid Consulting @ HCL America project
Somerset, NJ
10.2012 - 06.2013
Manage user support requests using appropriate systems and processes and ensure timely resolution, tracking, and monitoring
Provide first line (level 1) support for PeopleSoft Financials applications, including logging, triaging, conducting initial diagnosis and first line resolution
Where feasible, provide level 2 support, investigation and resolution
Partner with Finance and IT personnel to support business operations to satisfy inquiries, resolve issues, and support applications
Independent Contractor - PeopleSoft Billing Functional Lead
Infosys/Vendoinfo @ Dow Jones
Princeton, NJ
07.2012 - 08.2012
Re-implementation of PeopleSoft Billing on Financials platform for Version 9.1 Re-deployment of customizations carried forward from PeopleSoft 8.0 project. UAT Testing, analysis, functional redesign, and support. Highly customized Billing with integration with multiple 3rd party software.
Independent Contractor - Implementation Functional Support
4UCIT @ Onondaga County
Syracuse, NY
10.2011 - 03.2012
Provide hands-on implementation functional support for PeopleSoft 9.1 General Ledger, Payables, ePro, Workflow Approval Framework, and Commitment Control, Grants.
Primary duties: Gather business requirements, perform fit/gap analysis; document and translate the business requirements into PeopleSoft applications.
Independent Contractor - PeopleSoft Financials Test Lead / Test Analyst
Johnson & Assoc., @ LLC – W.R. Berkley Inc
Des Moines, IA
05.2011 - 09.2011
Develop Test Scripts for functional requirements
Provide business expertise and support to end users of the PeopleSoft 9.1 financials General Ledger, Receivables, and Payables with user acceptance testing
Independent Contractor - PeopleSoft Financials Trainer/Service desk production support
Betterminds Consultin @ State of Delaware
Dover, DE
04.2010 - 09.2010
Grants post-award assist user managing awards, processing transactions related to contract and grant management, and maintaining contract and grant records in compliance with institutional and research sponsor policies.
Provide end-user support and training - PeopleSoft Financials 8.9 and 9.0 - General Ledger/Commitment Control, Contracts, Project Costing, Grants, eProcurement , Accounts Payable, and Billing as relating to Grants
Service desk – Post go-live production support for Grants. Tools: Lotus Notes, i-Link. Create and execute test plans General Ledger/Budgeting, Commitment Control, Grants, Contracts, Project Costing, Accounts Payable, and Billing
PeopleSoft Financials 9.1 Accounts Payable, Accounts Receivable, Billing, General Ledger, Asset Management pilot demo project. Review functional requirements and performed fit-gap analysis and documentation.
Functional Analysis and Design of customer operations
PeopleSoft Senior Consultant
CedarCrestone
Alpharetta, GA
10.2007 - 07.2008
PeopleSoft Financials upgrade/implementation functional lead versions 7.5, 8.4 to 9.0. General Ledger, Accounts Payable, Receivables and Asset Management. Interfaces: Billing, Projects, Contracts.
Support to business Super Users, end-users, defining process improvements, gathering and documenting user requirements, preparing functional specifications and performing application configuration, liaising with and collaborating with development and production support.
PeopleSoft Financials Functional Analyst
Beacon Applications
Framingham, MA
03.2007 - 09.2007
PeopleSoft Financials Implementation Support Analyst versions 8.4, 8.8 to 9.0 for various clients. Develop General Ledger and Financial Reporting using nVision and Query.
Requirements definition, design, configuration, set-up end-user training, Unit Testing, deployment and maintenance. General Ledger application configuration, Chatfield and Ledger setup, Tree configuration, Business Unit setup, functional set up for consolidations and allocations. Used SQL query to ensure data integrity
PeopleSoft Business Analyst
PDI Inc.
Saddle River, NJ
03.2006 - 02.2007
PeopleSoft Business Analyst Functional Support of PeopleSoft Financials version 8.0 Accounts Payable, Billing, Accounts Receivable, & General Ledger.
Independent Contractor - PeopleSoft Analyst
Datamatics Consulting
New York, NY
02.2006 - 03.2006
Financials Analyst gathers and analyzes client business processes and functional requirements for PeopleSoft Applications General Ledger, Accounts Receivable, Accounts Payable and Billing version 8.8.
Independent Contractor - PeopleSoft Analyst
Independent Contractor @ Viacom
New York, NY
02.2005 - 12.2005
Computer Education/Tech writer
Assisted the Director of Training & Education in all phases of training administration
Create and execute test plans.
Maintain UPK Training and other key user documentation for PeopleSoft EnterpriseOne Financials. Modules included AR, AP, PO, & GL.
Deliver classroom training sessions
Reporting Analyst
Independent Contractor @ ETS
Trenton, NJ
01.2005 - 02.2005
PeopleSoft AR & Billing Report Analyst. SQL, Query and nVision tools to design custom reports and ensure data accuracy and integrity
Business Analyst
Volt Information Sciences
New York City, NY
01.2003 - 09.2004
PeopleSoft financials 8.0 system. Resolve areas of customer and vendor concerns, providing answers and recommendations for process improvements.
PeopleSoft Financials contract with Bowne & Co. for DTG Consulting Solutions, Inc. Produce training documentation and test scripts for 8.4 Release. PeopleSoft Receivables, Accounts Payable, General Ledger, and Purchase Orders
Independent Contractor - Data Analyst
Robert Half International
Paramus, NJ
09.2002 - 10.2002
Short-term contract with CitiCapital for Robert Half International consulting firm Data analysis for conversion to PeopleSoft
Systems Manager
Fine Host Corporation
Greenwich, CT
10.1998 - 03.2002
PeopleSoft Financials version 7.5 GL, AP, AR, & AM applications production support analyst
Senior Financial Analyst
Nelson Communications, Inc.
New York City, NY
01.1998 - 09.1998
Prepare standard financial and management reports on divisional operations for Science Worldwide - Public Relations. Supervise Billing and Accounts Payable for the division.
Financial Analyst
10.1996 - 12.1997
Financial Analysis and Accounting short-term assignment working with budgets, account reconciliations, bank reconciliations and ad-hoc functions
Education
Master's Degree - MBA - Corporate Financial Management
General Ledger, Accounts Payable, GL Reporting / Independent Contractor - PeopleSoft Financials Analyst (consultant) - Institute of International Education (IIE) Post-production support lead PeopleSoft FSCM v. 9.2
Winter Wyman, @ IIE
12.2016 - 04.2017
PeopleSoft Financials vs 9.2: General Ledger and Billing Functional Specialist / Independent Contractor - PeopleSoft Financials Analyst (Consultant)
American Partners, Inc @ WSBCTC
08.2016 - 10.2016
PeopleSoft Financials Analyst
Independent Contractor @ NYC Department of Sanitation
12.2014 - 12.2015
Senior PeopleSoft Financials Analyst
Advantage Care Physicians, Inc.
10.2013 - 11.2014
PeopleSoft Financials Functional Lead (consultant)
Independent Contractor @ New York City Depart of Sanitation
07.2013 - 09.2013
Independent Contractor - PeopleSoft Financials Functional Support Analyst
Pyramid Consulting @ HCL America project
10.2012 - 06.2013
Independent Contractor - PeopleSoft Billing Functional Lead
Infosys/Vendoinfo @ Dow Jones
07.2012 - 08.2012
Independent Contractor - Implementation Functional Support
4UCIT @ Onondaga County
10.2011 - 03.2012
Independent Contractor - PeopleSoft Financials Test Lead / Test Analyst
Johnson & Assoc., @ LLC – W.R. Berkley Inc
05.2011 - 09.2011
Independent Contractor - PeopleSoft Financials Trainer/Service desk production support