I perform consulting services in the area of PeopleSoft Financials and Suppy Chain Management. I have over 20 years of implementation, upgrade and production support experience from versions 5.1 to 9.2. Prior to my PeopleSoft consulting career I was an accountant for 7 years and still maintain a current CPA license in the State of Texas.

Case Western Reserve University• Led Fluid implementation for 9.2 PeopleSoft FSCM. Created and deployed multiple Fluid Homepages for distinct user populations.• Implemented WorkCenters for GL, AP, PO, AR, BI, AM, GM and EX. Created custom WorkCenters for GL team and Budgets.• Performed 40% remotely.Case Western Reserve University• Led PeopleSoft AP Payment Request implementation to replace custom bolt-on application.• Created custom Payment Request Workflow built on the setup used in the EX module.Port Authority of Allegheny County• Led PeopleSoft 8.9 to 9.2 AP, AR and BI upgrade in analysis, fit/gap, design, testing and training.• Implemented or streamlined BI Invoice, Matching, 1099, Payment Requests and P-Card.Springfield City Utilities• Client was building a custom PO/INV application while PeopleSoft was upgraded from 8.8 to 9.2. PO and INV would remain on 8.8 until custom application was complete.• Documented integration points between 8.8 and 9.2 modules.• Designed a solution to integrate the modules, as well as what data must sync between 8.8 and 9.2.The Joint Commission on Healthcare• Led PeopleSoft 9.1 to 9.2 AP, PO and EX upgrade in analysis, fit/gap, design, testing and training.• Implemented features Email Payment Advice, Payment Requests, Voucher Upload, Supplier Name History, Financial Sanctions and WorkCenters.• Performed testing and reviewed all results with client leads.• Performed 100% remotely.Tampa General Hospital• Created test cases for AP, PO, ePro and Suppliers utilizing UPK for PeopleSoft 9.2 implementation.• Documented scenarios and performed unit testing for Voucher Workflow, Payment Requests and Requisitions.• Performed 50% remotely.San Diego County Water Authority• Led the PeopleSoft 9.1 to 9.2 AP and PO upgrade for analysis, fit/gap, design, testing and training. • Implemented features TIN Matching, Initiate Supplier Change, Email Payment Advice, Payment Requests, WorkCenters, Re-Open PO and PO Rollover.

University of Texas Systems• Production support for PeopleSoft PO and ePro.• Led AP and PO project to combine two universities and bring up on existing shared database.Wyoming Department of Transportation• Led PeopleSoft 8.8 to 9.2 AP upgrade in analysis, fit/gap, design, testing and training.• Performed 50% remotely.Florida A&M University• Led PeopleSoft 9.0 to 9.2 AP and PO upgrade in analysis, fit/gap, design, testing and training.• Reconfigured matching setup.National University/City University of Seattle• Client merged two PeopleSoft databases into one. Identified tables to merge. • Performed 100% remotely.Avalon Bay• Led testing of PeopleSoft 9.1 GL, AP and AM for the application of 11 Maintenance Packs. • Performed unit testing and managed UAT.City of Boston• Production support for PeopleSoft 9.1 AP. Researched, troubleshot issues and provided recommendations for resolutions. City of Oklahoma City• Provided preview of changes from PeopleSoft 8.9 to 9.1 for 13 procure to pay modules.• Provided recommendations on modules to re-license and the ones no longer needed.City and County of Denver• Led PeopleSoft 8.8 to 9.1 AP and PO upgrade in design, testing and training.• Reconfigured matching, updated prompt pay customization and setup Financial Sanctions.University of Delaware• Led PeopleSoft 8.9 to 9.1 GL upgrade, assisted with AP and PO, in analysis, fit/gap, and testing. • Provided directed training to users as needed.Boscov’s Department Store• Provided remote support for upgrade from PeopleSoft 8.4 to 9.1 of GL and AP. • Answered questions on new functionality, provided guidance on setup/processing and troubleshot issues.UT Systems• Provided support to PeopleSoft 9.1 implementation team for ChartField configuration and conversion.• Participated in vendor conversion discussions.Cedar Falls Utilities• Provided demo of changes from PeopleSoft 8.8 to 9.1 for the AP and GL modules as well as query via remote conference.

CFO Disbursements Support (Business)• Led support team.• Production support for PeopleSoft AP and EM.• Documented requirements, managed testing and worked with IT for enhancement, development and defect efforts.• Managed query development.9.0 Production Support/Small Mod Development (IT)• Provided production support for PeopleSoft Financials and EPM 9.0.• Managed IT work queue for AP, EM and PO. Worked with users to gather requirements and prioritize work. Worked with developers to design solutions and unit test.Financials and EPM Upgrade from Financials 8.4/ EPM 8.8 to 9.0 (IT)• Led AP, EM, PO, INV and AM upgrade. Managed timeline and provided guidance for issue resolution and design decisions. • Directed users on setup, new functionality, testing and reengineering of business processes.• Managed defect resolution process. Implement PeopleSoft Financials, EPM and HRMS as Highly Available (HA) (IT)• Implemented PeopleSoft as a HA system to allow for failover of all hardware and database failures. • Identified interfaces and coordinated process changes and testing with interfacing teams. • Documented and tested process changes within PeopleSoft Financials.• Documented failover procedures in the event of any failover. Custom Claims Legal Payment Project (IT)• Led project to move Claims Legal Payments to PeopleSoft 8.4. Managed programmers for PeopleSoft. • Created estimates of PeopleSoft work and managed timeline.• Led requirements sessions, designed and documented custom processes and testing. Expense Allocations (IT)• Project to move statutory expense allocations to PeopleSoft EPM using Allocation Manager.• Analysis of current processes, fit/gap, design and testing.8.4 Production Support (IT) • Provided support to users and assisted in troubleshooting of issues for AP, EM, PO and GL modules. eSettlements Implementation (IT)• Led PeopleSoft 8.4 EM implementation in analysis, fit/gap, design, testing and training.

• Assisted the USAA internal project team with the upgrade from Financials version 8 SP2 to version 8.4. • Directed users on setup, new functionality, testing and re-engineering of business processes.• Worked with users and technical team to remove customizations and move to delivered processes.• Assisted in the creation and execution of test scripts for the Accounts Payable module. • Troubleshot issues relating to the Accounts Payable, Purchasing and General Ledger modules.• Assisted in development of training materials for end users.

• Created end-user desk procedures and training documentation for General Ledger, Accounts Payable, Asset Management and Purchasing modules for PeopleSoft version 8.4. • Implemented a train the trainer approach for the City. • Assisted in preparation of training database for each training class and assisted in the delivery of training.• Assisted project team in unit testing of Accounts Payable, General Ledger and Purchasing.

Trinity Health Resources • Acted as Interim Controller, managed the Finance department, coordinated year-end processing and audit. • Performed user acceptance testing, assisted in system go live and trained users on PeopleSoft 8.4 General Ledger, Asset Management and Query.

Burlington Resources • Led the PeopleSoft 7.02 to 8.0 AP and AM upgrade in analysis, fit/gap, testing and training. • Assisted technical team in the reapplication of customizations and troubleshooting of test issues. Texas Health Resources • Member of the outsourcing team that supported the PeopleSoft HR and Payroll systems.• Responsible for running payroll jobs and troubleshooting errors. • Prepared training documentation and facilitated five Introduction to Query classes.El Paso Energy• Member of team to design archive strategy. Responsible for strategy for archiving of AP. Burlington Resources • Designed, documented and created specifications for and tested Crystal and SQR reports to facilitate the reconciliation from the sub-ledgers to the GL. • Assisted in troubleshooting and solving open issues.Scott & White Hospital • Led PeopleSoft Financials 5.12 to 7.02 upgrade for GL, AP and AM in analysis, fit/gap, testing and training. Safeco Insurance • Member of GL implementation team for PeopleSoft 7.0 implementation. • Redesigned the Chart of Accounts.• Participated in re-engineering business processes for a newly acquired subsidiary.BDO Seidman • Applied modifications to a single user version of PeopleSoft HRMS 7.5 to be used for computer-based training.Crow Holdings• Maintained financials for the holdings company of the Crow family. Transitioned the work to accounting resource once hired.Q4i.com• Assisted management of startup dot.com company in vendor selection. Defined requirements for the financial system and rated packages against which led to the selection of PeopleSoft Financials.Lufkin Conroe Communications • Analyzed client post implementation functional setup and technical configuration issues for Financials 7.0. • Made recommendations to resolve both functional and technical issues arising from a prior implementation.Perot Systems • Developed and facilitated an Introduction to Query 7.0 training class.

TIG Insurance Member of team for the implementation of PeopleSoft 6.0 and upgrade to 6.5 and for re-engineering processes done in legacy ABC Accounting System. Wrote Policies and Procedures for all General Ledger processes. Participated in the data conversion effort from the previous system.Developed customized training documents and delivered training classes.Accountant II Performed financial analysis, created and reviewed GAAP Financial Statements. Created and reviewed quarterly and annual Statutory Yellow Books for an insurance client. Performed reconciliations of balance sheet accounts and intercompany payable/receivable accounts.

Generated and analyzed monthly cost center reports utilizing SAP and MicroControl. Prepared and reviewed Internal Management Reports for cost center and earning variance analysis. Prepared balance sheet account reconciliations.

Monitored the preparation and recording of engineering project expenses. Prepared Internal Management Reports and reviewed monthly, quarterly and annual financial statements. Reviewed and analyzed intercompany reconciliations, maintained books for a subsidiary and involved with coordination of internal and external.