Current: Director of Financial Management Systems @ University of Kansas
In 2015, KU began the process to implement Oracle Financials in the Cloud. In December 2017, KU implemented Financials, PPM, OSN, Procurement, PBCS and OAC. I acted as lead of the functional implementation resources for Financials, PPM, OSN, Procurement and PBCS.
History:
I have been a PeopleSoft user since 1995 - holding various roles and functions to support and use PeopleSoft over the years.
During Sprint's conversion to PeopleSoft in 1996, I participated on the implementation team as an nVision report writer and functional tester for the GL module. I was a user of the system in the area of GL until 1999, when I participated on the PeopleSoft implementation team at Sprint North Supply.
At North Supply, I was the GL functional lead as well as query and nVision report writer for the implementation. I also mapped business processes as a part of the implementation. I acted as functional support for Peoplesoft financials - working with IT to ensure modules were configured and operating properly until 2006.
Upon the spin-off of Embarq Logistics, I coordinated the spin-off financial statements and reporting. This involved coordination with various departments throughout the company in order to accurately produce the mid-month close financial results - I used nVision heavily during this process.
After the spin-off of Embarg Logistics, I moved into the Corporate Allocations and Overhead group as manager. This position involved the oversight of the automated intercompany allocation process for shared service center expenses. This process included over 200 allocation steps and distributed an average of $150M monthly. Actively participated in numerous cross-functional teams as nearly all accounting processes impacted or are impacted by the allocation functionality. Assured allocation processes were in compliance with Regulatory guidelines. Researched impact of new accounting procedures on allocation results. Actively participated in the ERP upgrade initiative. This involved analysis/documentation of all Embarq allocation processes, cross-functional teaming to ensure requirements were met, system testing and documenting results. Also participated on System Testing and Data Warehouse teams.
I transitioned to The University of Kansas in 2011 where I serve as the Director of Financial Management Systems. I managed the day-to-day operation of the PeopleSoft financial system as well as managed the implementation of periodic system maintenance packs/bundles and oversight of financial system security. I serve as project manager and functional lead for financial system implementations. Manage the work of team members during business process and system analysis/design, development, testing, deployment and production support.
PeopleSoft module implementations at KU include:
- Procurement Card module – implementation of this delivered integrated module resulted in automated approval workflow and the elimination of customizations in the financial system.
- Travel & Expense module – implementation of this delivered integrated module resulted in automated approval workflows, the design of a process for electronic image retention and the elimination of customized travel authorization module.
- Procure-to-Pay system re-engineering - This multi-functional, multi-system project involves multiple integrations between a third party purchasing system (SciQuest) and the ERP as well as electronic image integration (ImageNow), automated approval workflows in both the purchasing and imaging systems, systematic matching of invoice/PO transactions as well as managing significant change to business processes and organizational structure.
- Accounts Receivable/Billing for Grants - implementation of AR/Billing involved a full conversion of Grant billing data and establishment of AR balances in the general ledger. This project involved not only system design, configuration, developement, testing, training, but also business process analysis and development.
- Payment Plus ghost card - this implementation is underway at KU with estimated completion of September 2014. It involves configuration and development within AP and GL as well as ftp interfaces between the bank and PeopleSoft