Adam Small Email & Phone Number

White Plains, Ny, Us

New York, Ny, Us

Major Responsibilities:• Currently a Delivery Lead for a Contract Life Management (CLM) implementation, and a Government, Risk and Compliance Implementation initiatives for a not-for-profit health insurer. I confirm all requirements to the vendors, and that they are properly configured in the application. I collaborate with the vendor as a representative of HealthFirst to make sure that the business needs are being met. During this time, I am in contact with senior staff updating the initiatives progress. I work with other departments and vendors as needed to meet application and integration requirements. I was a Workday Financial and HCM Lead Systems Analyst working with Product Owners as well as Business Users. I supported the Finance and later the Human Resources departments doing application updates, as well system analysis and peer reviews. Accomplishments:• Created multiple business process updates in Finance and HCM• After acquisitions of new companies, I created companies, corresponding hierarchies, and bank accounts• Added, deleted, and updated cost centers, spend and expense categories• Analyzed the current expense forms, brought suggestions to the team and business, and updated it with new notifications, and condition rules• Reconfigured tuition reimbursement process• Analyzed and updated paid and unpaid leave of absence/suspension types and approval process.• Lead the configuration process for all new enhancements to LogicManager• Managing the Provider contracts initiative – Representing the business at all meetings with vendor (Icertis) including discovery sessions, gathering document and requirement approval, iterative configuration sessions• Working vendor and multiple departments to align all needed integration from HealthFirst to ICI and third-party applications like DocuSign and Workday.

Major Responsibilities:• Working for a small boutique Workday consulting firm, I am responsible for managing four Workday consultants and three client relationships. Oversee the ticketing process for multiple clients, and monthly time tracker to verify that we are plan with our monthly time usage per client. I manage client tickets that range from configuration changes to creating reports and integration changes. Accomplishments:• Overseeing the WD33 update for multiple clients, including giving detailed summaries tailored to their specific interest/needs.• Created multiple reports including ledger activity and invoice.• Oversaw or created numerous configuration changes.

New York, Us

Intralinks, Inc.Major Responsibilities:• Supported the configuration, testing and implementation of Workday Financials, a web based financial software. I continue to configure multiple structures within the system including legal entities, chart of accounts, locations, countries, cost centers, worktags, spend categories and all necessary hierarchies. Help multiple departments identify and update processes within and outside of Workday that allowed them to be more efficient. I continue to support Workday user issues/configuration adjustments through our ticketing system, by identifying, researching, detailing and executing the changes on a daily basis. Creating a business requirement document to capture all of the requirements for our system integration from Oracle R12 to our existing Workday application necessitated due to the acquisition of Intralinks. Support identification of changes to Workday as they update the software versions on a bi-yearly schedule that may have impact on the user community.Accomplishments:• Led the effort to create and execute UAT testing to verify the viability of the configured system and identify any gaps. This included the scheduling, tracking, and documenting of the results to ensure any defects were documented and retested as they were resolved, and keeping the documentation in compliance for auditors. • Led UAT meetings with IT and the business to give daily progress updates.• Worked on multiple data reconciliation to verify data being added, and the loading process being used was viable and could be used for the Production Tenant.• Created a new cost center hierarchy that is flexible for both Management reporting and financial usage.• Created multiple system business processes including for requisitions, purchase orders, supplier invoices, settlements, expenses, etc. .• Resolved over 150 individual Workday help desk tickets by reviewing and solving defects, and making configuration changes.

Frankfurt Am Main, Hessen, De

Major Responsibilities:• As a Senior Business Analyst I created business requirement documents for various end user applications that have to be added to a regulatory report writer that will generate CCAR and FRY-9C reports. I also created multiple mockup and use cases to support the creation of a conversion mapping box between the sub ledger systems and the financial data warehouse. Oversaw the training of the new journal entry process to the GL that ensured granularity to meet regulatory requirements. Wrote training documentation for end users regarding the operation of the Axiom regulatory reports application, as well as running training classes in person and through WebEx.Accomplishments:• Created business requirement documentations for end user applications.• Created multiple Axiom training scripts for user training at the basic and advanced levels.• Taught training classes for updated Journal Entry creation and submission, and Axiom Report for multiple regions.• Working with multiple level of management to gather requirements and validate tactics.

New York, Ny, Us

Major Responsibilities:Working as a project lead and subject matter expert in the MSG upgrade from Oracle 11i to Oracle R12 within the Payables and Fixed Assets responsibilities. This includes meeting with business users to create detailed business requirement and design documents (MD-50 Customizations, BR100 Design and support the creation of MD-70 Interfaces). Building out the R12 environment for Payables and Fixed Assets. I am also assisting the AP/FA functional teams in vendor, invoice and asset cleanup to prepare the data for conversion. As the project moves forward I will be creating multiple setups, data flex fields and overseeing the data conversion and reconciliation between the two versions of Oracle. I will also oversee multiple CRP tests, users training with the corresponding document creation, and UAT testing through the go live date. Accomplishments:Created Business Requirement documentation to support the business needs in Oracle R12.Educated the business users the difference between Oracle 11i and R12 and the impact that it will have on them.Held multiple Oracle R12 demos’ to highlight new functionalities.Lead meetings with Corporate Audit to support the organization drive to create a better Segregation of Duties matrix.Overseeing the creation of the conversion documentation (CV-10) for Payables and Fixed Assets while working with all stakeholder and technical assets to meet documents requirements.

Major Responsibilities:As a Sr. BA, I am supporting multiple City and Board of Education departments after their initial Oracle R12 implementation. Functioning as the Help Desk manager, I create, allocate and supervise all Oracle EBS related tickets for the project. I am also updating Payables, Purchasing, GL, and Grants Accounting policies and procedures to reflect the new system. Providing functional and technical expertise for the R12 post implementationAccomplishments:Streamlined the City’s ticketing system by replacing its outdated Track-it system with a new web based system called Jira.Completed multiple system issue tickets including service requests to Oracle.Creation of multiple FAQ documents for the user community.Driving to completion multiple reports by testing, and supporting the UAT testing.Creating a Business Requirement Document for the AR implementation in the next phase of the project.

Chiyoda-Ku, Tokyo, Jp

Major Responsibilities:Provided BA support to a large multi-national bank during a major initiative to update/replace their Core Banking infrastructure, and to make recommendations and oversee the shifting of interfaces to and from their accounting system (Oracle R12). Working as the Comptrollers representative to identify and document accounting requirements, and to keep their interests during the full project lifecycle. This included creating an Accounting specific Business Requirement Document (BRD) by identifying and mapping all interfaces from Core Banking to the Accounting Hub and then to report writers for Head Office reporting. The design, implementation and testing of these interfaces to confirm the legitimacy of them, and the accuracy of the reporting that will come from the accounting system. I also supported the R12 Oracle implementation including creating test scripts, training and UAT testing for GL, Payables and FA. Planning data migration to multiple environments and current system analysis. Accomplishments:Created accounting requirements (BRD) for multiple Core Banking tracks. These included all functional, non-functional, report and interface requirements, including any use cases that may have been needed.Review and updating interface and process flows and assisted gap analysis to validate that no potential issues are missed into the design phase. Creating a new application interface design.Verifying present source system accounting process to guarantee limited disruption as we move to a new system. Created multiple process flow test scripts for the A/P responsibility and oversaw the training and UAT testing of multiple responsibilities.Provided functional and technical expertise for the R12 implementation.

Providence, Rhode Island, Us

Major ResponsibilitiesLeading a major regional bank in their applications/databases systems transition project to make recommendations whether specific applications/databases should be moved from the business owners to Information Technology. Meeting with business owners to gather, document and analyze data to get understand the systems in environments in question. Quantified the reasoning to transfer system responsibilities. Remediated and created support documentation for a large AML application. Accomplishments:Created an extensive spreadsheet to track all application support and data information. Completed extensive data analysis as part of the database remediation.Analyzed data to create a headcount matrix (RACI) for personnel transitions from the business to IT.Verified application/database information against existing support documentation to specify to the IT department the responsibilities that that they will be engaging.

Milford, Ma, Us

Major Responsibilities:Assisted a leading Life Sciences company in adding the iExpense module to streamline their expense report process from paper to Oracle 11.5.10. Audited and updated existing Discover reports to reflect a changing business constitution. Functionally supported Project Accounting and Cash Management during a period of departmental transition.Accomplishments:Supported company's strategic plan by updating certain Project flows and Task Setup configurations. Created multiple Discoverer reports including a Job Cost report that significantly reduced project managements budgeting schedule.Improved system efficiencies by completing Oracle Patches and upgrades.Updated Projects, Payables, and A/R Aim Deliverables (BR.100, MD.050, and MD.080) to reflect system upgrades.Developed a Project Responsibilities Policies and Procedures Manual to be used by Project Accounting.Trained over 15 end users on system changes.

Round Rock, Texas, Us

Major Responsibilities:Implemented Imperva Securesphere to track any unauthorized usage on Sources, Replication, Staging, and Data Warehouses for a major information storage manufacturer. Collected financially sensitive data from functional users to put into the model for testing and general inventory. Performed multiple financial analyses to verify the information.Accomplishments:Collaborated with team to design and create the Operational Model for the implementation.Located “Shadow Databases” that created a security risk and needed to be tapped and tracked.Attained User Id’s and tables by Consulting with Data Base Administrators.Created a user database by integrated EMC’s approval software (ART) and our collected data.Supported the creation of the validation plan.

Lexington, Ma, Us

Provided functional and technical expertise and support for the implementation of the Oracle Project Responsibility for a mid-sized pharmaceutical company. Conducted a requirements assessment to create a design, development and configuration strategy for the implementation. Created use cases to highlight changes and responses to new workflow processes. Performed a gap analysis between the current project process, and the desired new process. Created and coordinated the CRP and UAT testing and training with the functional team members and the end-user community in multiple test instances. Performed setups and executed testing scenarios in the multiple environments to verify new functionality, patches, custom development, and integration with external systems.Accomplishments: Updated Payables, and Purchasing Aim Deliverables (BR.100, MD.080) to reflect system upgrades.Created architectural documentation for Oracle Applications Financials modules (AP, Purchasing, iExpense, iProcurement, GL, OM, CM and Projects) merging business processes, application functionality and workflow.

Framingham, Ma, Us

Major Responsibilities:Supported a major international retail company in their full lifecycle (SLDC) R12 implementation. Set up and executed training for Projects, G/L, A/R, Purchasing and iProcurement for the end-user community. Created validation and security rules, as well as supported the GL accounting code. Assisted in the creation of the Oracle Aim BR.100, MD.050 and MD.080 for G/L, A/R and Purchasing. Worked on the Architectural Team to create the projects modules functional design work breakdown structure. Designed and updated use cases to define certain functional requirements. Involved in extensive User Acceptance Testing (UAT) and systems quality assurance (QA) testing. Served as functional support (BA) for Purchasing, G/L, A/R and FA responsibilities. Accomplishment:Pre ConversionVerified changes to the functional specifications for the Sub Ledger (A/R, A/P, PA) interfaces to the SLA and then to G/L.Added and tested multiple accounting attributes (date, amount, code combination, etc.) of the SLA before they were interfaced to the G/L.Created and executed multiple test scripts in Mercury to test system functionality in multiple test environmentsResearched and created over 12 Discoverer reports for G/L, A/R and Accounts Payable.Verified functional user specifications against technical specs. Developed numerous data loads into production for data conversion from existing software.Post ConversionServiced and resolved internal Help Desk tickets.Continued to test and debug the production system and opened and coordinated Oracle service requests.Created customizations, reports, and changes to existing functionality for personalization’s. Conducted functional testing of application in a Sarbanes-Oxley compliant environment.Updated new information to the Setup responsibilities in production. Oversaw and tested the implementation of multiple Patches and Scripts.

Lexington, Ma, Us

Major Responsibilities:Managed the conversion of over 20 Discoverer reports to the Cognos report writer for a mid-sized pharmaceutical company. Consulted with end-users to analyze and understand their objectives and desired features. Provided functional support for Oracle Applications in the areas of Purchasing, iProcurement and A/P.Accomplishments:Provided detailed business requirements specification for developers.Lead functional UAT testing and created the report specific documentation.

Milford, Ma, Us

Major Responsibilities:Provided client services support to management, business users and the core team for the implementation of the Projects and OPM modules. Created and reviewed business requirements for Oracle Financials, Projects and Raw Materials modules. Participated in creating the functional design by serving as a knowledge expert. Collaborated with outside consultants to make sure that functional design plans were executed both technical system design and QA Test Strategy/Plan Design. Accomplishments:Wrote Projects module policies and procedures.Delivered BR.030 and BR.100 configuration documents.Designed multiple Project and Payables integration test scripts for UAT testing.Created project training manuals and conducted training sessions.Conducted post-project review to account for any outstanding issues.

Boston, Massachusetts, Us

Major Responsibilities:Managed 270+ million dollar projects at 2 job sites for the largest construction company in Boston. Supervised 3 Project Accounting Assistants. Completed monthly budget forecasting and creation of the owners’ requisition. Managed the contractor controlled insurance programs. Completed project, job cost and cash position analysis schedules. Selected to manage/lead the requirements, design, training, and implementation of the Oracle conversion for the Irvine, CA office. Accomplishments:Negotiated Owner and Subcontractor agreement issues.Created and used budget forecast forms using Oracle Import Export functionalities.Coordinated budget and subcontractor adjustments and job cost transfers.Project module functional team lead, while participating in all phases of the Oracle conversion including design, UAT and data loading. Responsible for ensuring correct input of conversion data into Oracle Projects, A/P, P/O’s and A/RProvided Business Analyst support during the conversion. Assisted in implementation of the 170 imaging system to the Oracle database.

Major Responsibilities:Oversaw a full range of contract management including: budget forecasting, analysis, revision and project reporting for a prestigious environmental engineering company. Managed all asset management and billings pertaining to projects. Month-end functions include analysis of monthly contract status, unbilled costs and margin erosion.Accomplishments:Supported Oracle conversion that included extensive Oracle Financial training and testing.Assisted in the maintenance and troubleshooting in the Projects, A/P, A/R, and the GL responsibilities. Created multiple Projects, A/P and Billing Discoverer reports that were shared across all finance users.Managed all financials for a multi-million dollar joint venture contract

I worked at these companies in a temporary capacity, to enhance my accounting experience. Assisted in day to day accounting functions, including A/P, A/R and General Ledger MaintenanceHelped with a full Oracle conversion at CP Clare. Worked on multiple special projects, including an employee stock purchase plan reconciliation Managed a fixed asset documentation project.

Provided daily bank reconciliationInter-company invoice processing Fixed asset additions and deprecations and schedulesMonth-end general ledger functions included prepaid and accrued account reconciliation's Inter-company reconciliation's including billings, and journal entry preparationCreated monthly gross margin schedules Salesmen commissions, and monthly commission schedule

Provided a full range of accounting, financial reporting, general ledger analysisJournal entry preparation, and bank and check reconciliation'sInterfaced with internal and state auditors while being part of a sales and use tax project

Responsible for sales of flooring to commercial as well as residential customersResolved customer service issues pertaining to salesInvolved in the implementation of sales promotions from home officeMaintained the in-store sales and performance ledger

Responsible for sales, purchasing, promotional advertising, merchandising and inventory control