I have been working with Oracle/PeopleSoft financial products for the past 20 years, accumulating extensive experience with system implementation, upgrade, production support, and training. My areas of expertise include Oracle EPM/Hyperion PBCS (Planning Budgeting Cloud Services), PeopleSoft Financials AM, GL, Financial Reporting, Procurement to Pay, AR/BI modules, and PeopleSoft EPM.
Highlights of system experience:
Manager ERP Financials at Case Western Reserve University (2009 to present)
Led Oracle EPM/Hyperion PBCS implementation as Project Manager and Function Lead during implementation (Fall 2018), serve as Service Administrator for PBCS production support, and teach the hands-on training classes to budget users.
Led PeopleSoft EPM upgrade and support EPM Budget module during annual budget season (2012-2018).
Led PeopleSoft Financials V9.0 to V9.2 upgrade in 2014 and PeopleSoft Financials V8.4 to V9.0 upgrade on functional side in 2009
Led PeopleSoft Financials AM implementation as Project Manager and Function Lead in early 2011 and implemented Asset Tracking system (CG4 Central) with Barcode and RFID scanners in summer 2011.
Created Financial Statements in PeopleSoft nVision in 2012.
PeopleSoft Function Lead/Senior Accountant at the University of Akron (2000 – 2009)
Led the conversion of AP module from legacy system to PeopleSoft Financials V7.5 in 2000, and upgraded AP from V7.5 to V8.4 and to V8.9 in later years.
Provided production support for AP, GL, and Purchasing modules
Presented PeopleSoft Asset Management module re-implementation at the 2011 Alliance conference
Member of Alliance GL Advisory Group (2015-2017)
Member of Alliance/Higher Education User Group since 2002