Let’s Get Oracle Done Already!

Professional Oracle ERP

• Releases  – 11, 11i, 12 & 13
• Functional/Technical
• Project/Program Management
• GAAP Transaction Guidance
• Authorized to work in Europe & USA
• Remote specialist

✅  CPA with 25+ years of Finance and Accounting with the last 20+ years hands on helping customers get the most out of Oracle ERP

✅    Former Corporate Controller who implemented Oracle as a “client” before heading down the consulting path

✅   The primary focus is always on process refinement that results in FTE and cost reductions

✅   Two decades of Oracle ERP, a journey that began in 1999

✅   Configured Oracle more than a 100 times and have managed the entire process from conception to completion

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Oracle Transformation Architect and Project Manager

Over twenty years of application experience, working solely with Oracle Applications for the last 20 years. Responsibilities have included program and project management, solution architecting, business transformation, application setup/configuration, business system analysis, custom solution design, business requirements gathering, business requirements mapping, systems testing (CRP, SIT, UAT), end-user education and post implementation support. Expert architect in Legal Entity, Ledger, BU/OU and BG solution designs along with corresponding Consolidation, Inter (AGIS)/Intra-company, Inter-Ledger and EBTax paths. Architected taxonomies for COA’s, WBS/CBS’s in Projects as well as Procurement/Inventory category design and redesign.

Project Experience (May 1999 – Present – 20+ YEARS! )

Oracle R12.1.3 and 12.2.10 P2P, Financials, Indirect Tax, Oracle Cloud (R2R and P2P)
PM/Solution Architect/Functional Consultant

Configured EBTax, GL, AP, iExpense, Inv, Project Accounting, SLA. Heavy emphasis on Indirect Tax (EBTax) Working multiple projects simultaneously that involved design and configuration/implementation of EBTax, GL, AP, and heavy iExpense covered multiple countries across the globe. Planned projects in Smartsheet and MS Projects. Project Cost/resource detailing. Designed Functional Spec for custom Workflows, custom Interfaces and Data Fixes. Built Configurations in ConfigSnapShot as well as leveraged comparisons. Provided key product knowledge and options to the Finance Teams and trained up IT staff on key module uses. Rolled out complete OU’s (from Ledger to Modules)

Oracle R12.1.3 P2P, Financials, Indirect Tax
PM/Solution Architect/Functional Consultant

Configured EBTax, GL, AP, AR, CE, FA, AGIS, iExpense, PO, iProc, Sourcing, Inv, Project Accounting, SLA
Heavy emphasis on Indirect Tax (EBTax) (EU Vat, Africa VAT, GCC VAT schemes). Worked multiple projects simultaneously that involved design and configuration/implementation of EBTax, GL, AP, AR, Inv, PO, AGIS, Interco, Revaluations. EBTax covered multiple countries across the globe.

Oracle R12.1.3; Procure to Pay, Financials, Costing
Project Manager/Functional Consultant

Led audits of configurations and Oracle leading practices for General Ledger, Payables, Receivables, Procurement, Costing, Reporting and Collections. This effort included a complete hands on check of all configured modules to check for reporting soundness and reliability. Goal was to ensure the full set of available Oracle features were being leveraged where appropriate.

Oracle R12.2; Procure to Pay, Financials
Project Manager/Solution Architect/Functional Consultant

Led a comprehensive worldwide effort to improve the Accounts Payable Shared Service Center. Covers 45 OU’s in 45 countries. Planned the project, architected the solutions, configured Instances and tested configurations as well as executed the plans as a complete utility resource for the effort.

Oracle R12.2; Procure to Pay, Financials
Oracle Lead/Architect for International roll-out

Led requirements gathering via workshops for iProcurement, Payments, Payables, iExpense. Documented results. Executed Design sessions to establish the To-Be state. Provided guidelines and templates to assist in establishing a proper project documentation approach. Created proof of concept demos and delta demos. Provided expert guidelines on how to establish a workable solution for a Multi-org setting within an international footprint. Established the limits within GL/AP/PO/AR/INIV/AGIS when leveraging one approach to Multi-org over another. Within consolidation provided expert guidelines on where to leverage Ledger sets and where to leverage Secondary Ledgers. Provided guidance on how to leverage AGIS.

Oracle R12; Procure to Pay, Financials
Lead/Architect for International roll-out

Led requirements gathering via workshops for iProcurement, Payments, Payables, iExpense. Documented results. Provided guidelines and templates to assist in establishing a proper documentation approach. Created proof of concept demos and delta demos. Provided expert guidelines on how to establish a workable solution for a Multi-org setting within an international footprint. Established the limits within GL/AP/PO/AR/INIV/AGIS when leveraging one approach to Multi-org over another. Within consolidation provided expert guidelines on where to leverage Ledger sets and where to leverage Secondary Ledgers. POC in EBTax for tax determination using complex rules.

Oracle R12; Financials
Global GL/Organization Architect for International roll-out

Was brought in after numerous failed resources and efforts to establish a design. Headed up the effort to re-design the global organization structure (HR/Ledgers/OU’s). Moving from 8 Business Groups to a single worldwide Business Group. Also, designed the overall world-wide consolidation approach using a combination of Oracle GCS and a reporting approach via Ledgers, Reporting Currency Ledgers, Secondary Ledgers and Ledger sets. Elaborated the design for the IFRS/Stat books structure leveraging Secondary Adjusting Ledgers and again Ledger Sets. Lead the effort to re-design the Chart of Accounts, which included adding an additional segment as well as enlarging the “Company” segment Value Set. Aligned the firm on a single Calendar for Ledgers (down from 3.) Over 30 Ledgers, 200 Legal Entities in numerous countries with approx. 30 OU’s. Charged with gathering business requirements for GL, establishing the GL design, and instance configuration. Executed a variety of proof of concepts in R12 to prove out assumptions.

Oracle R12; Financials, P2P
Program/Project Manager for International roll-out

Program and Project Management, Project Plan creation and elaboration for a 24 month project, alignment of project execution to SOW, managed risk, established the documentation structure, chaired status and Steering Committee meetings, requirements gathering, analysis and mapping. Solution architecting, configuration, documentation, architecting for iProcurement, General Ledger, Accounts Payable, E-Biz Tax, Intercompany (AGIS). Project Accounting, Sub-Ledger Accounting(SLA) and OAF Personalizations. Onshore/Offshore model. Worldwide Oracle footprint on GE’s SSS Buy to Pay platform with over 200 OU’s, 600+ LE’s and 6000 Balancing Segments.

Oracle R12; Financials, P2P & Project Accounting
Solution Architect/Assistant PM

Key role in Project Management structure definition and execution. Oversaw the management of the vendor, led multiple workshops for requirements gathering, analysis and mapping. Architected the Oracle solution from the requirements for General Ledger (incl. Consolidations), Intercompany (AGIS), Accounts Payable, Accounts Receivable, Project Accounting, Fixed Assets, Cash Management, Purchasing, i-Proc, i-Supp, i-Exp and AME. Configured, documented, tested and trained Super Users. Designed Chart of Accounts, Ledger plan and Project Accounting CBS coding structure for this complex Development/Asset Management company. Designed the KFF’s for GL, HR, INV and FA. Defined the quality audit structure for IV&V audits to occur during the project. Heavy emphasis on Project Accounting solution design. Leveraged SLA in FA and AR. Defined guidance on Revenue recognition for Construction accounting and Property Management.

Oracle R12; Financials , Property Management
Senior Functional Consultant

Requirements gathering, analysis and mapping. Solution architecting, configuration, documentation, testing, training and support for General Ledger, Accounts Payable, Accounts Receivable, Property Management, EBTax (VAT) and FSG’s for the following countries: Ghana and South Africa. Intercompany (AGIS), Consolidations and Multi-currency emphasized. Complex Revenue Recognition and application of FAS 13 (Accounting for Leases)

Oracle R12; Financials & P2P
Senior Functional Consultant

Purchase to Pay and GL lead for this six billion dollar Government Agency. Requirements gathering, analysis and mapping. Assisted with solution architecting, project planning and project scope. Design of Chart of Accounts. Mapping to DAI’s capabilities and mitigating gaps. Also played a key roll on guiding the eventual initial roll out of the General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Purchasing, iSupplier, iProcurement, CLM.

Oracle R11i 11.5.10.R2; Financials
Senior Functional Consultant

Implemented Oracle Inventory for this billion dollar Government Agency. Oracle Inventory played an intricate role in providing materials cost into Oracle Project Accounting (Job Costing). Established and documented requirements, gaps and future state. Configured test instances. Defined CRP scripts and carried out CRP’s. Designed and wrote the conversion the functional side of the import of 11,000 items. Created test scripts. Created set-up documents (BR-100). Trained 100 users on Inventory functionality. Configured UAT instance. Configured production instance. Converted Inventory Items, Categories and Material balances. Configured countless forms personalizations.

Oracle R11i 11.5.10.R2; Financials
Senior Functional Consultant

Implemented iExpense including Approvals Management (AME). Set up Jobs and Positions including Hierarchies. Also implemented additional functionality in their GL / AP / FA and AP modules. Rolled out Recurring Journals, Eliminations and Consolidations in GL, CIP Assets in FA and Recurring Invoices in AP. Scoped out AR for implementation. Assisted in resolving some issues with FSGs.

Upgrade Oracle 11.03 to 11.5.10.R2; Financials
Senior Functional Consultant

Functional Lead on multi-org/multi-operating unit upgrade project with GL, Fixed Assets, AP, iExpense, AR, Inventory, Purchasing and Order Management. Delta training on new features. Configured Responsibilities and designed Menus for the applications. Configured and implemented Oracle Approval Management (AME) ADI & Web-ADI. Additionally, implemented iExpense & purchasing with complex AME approval structures.

Oracle R11i 11.5.10.R2; Financials
Senior Functional Consultant
GL/FA/AP/SSE/AR/PO/IP/INV/ADI/FSG/AME

Functional Lead on multi-org project with General Ledger, Fixed Assets, AP & iExpense & iSupplier, AR, Inventory, Purchasing & iProcurement and Oracle Order Management. Configured all of the aforementioned apps. Designed COA, created Financial Reports with FSG, configured Responsibilities and designed Menus for the applications. Configured and implemented Oracle Approval Management (AME) ADI & Web-ADI.

Oracle R11i 11.5.7; Financials
Senior Functional Consultant

Functional Lead on multi-org project with Oracle General Ledger, Oracle Fixed Assets, Oracle Accounts Payable, Oracle Accounts Receivable, Oracle Inventory, Oracle Purchasing, Oracle Order Management and Oracle WIP & BOM. Designed COA, configured Responsibilities and designed Menus for the applications. This project is a company specific demo system to serve as the model for a $4 billion firm, which involves full set-up of the aforementioned applications.

Oracle R11.03; Financials
Senior Functional Lead

Functional Lead for a multi-org, multi-national (NLS), multi-currency project with Oracle General Ledger, Oracle Accounts Payable, Oracle Accounts Receivable & Cash Management. Provided intensive (2) week end-user training courses in all of the above apps. Configured all of the aforementioned apps, with additional set-ups for Latin American and Chilean Localizations. Provided (1) month of postproduction support, in both Chile and Miami. Defined FSG’s. Set up consolidation and procedures for both subs and headquarters. Used ADI to convert GL legacy data.

Oracle R11.03; Financials
Senior Functional Consultant

Functional Lead on a multi-org and multi-currency project implementing Oracle General Ledger, Oracle Accounts Payable, Oracle Accounts Receivable (including interface with Vertex Sales Tax), Oracle Fixed Assets, Oracle Purchasing, Oracle Inventory and Oracle Cash Management for a telecom company. Designed COA, configured Responsibilities and designed Menus for the applications. Designed custom financial reports using FSG. Trained users on AP, AR, GL, FA and CM. Set-up recurring journal entries, mass allocations. Set-up international consolidation process for fourteen subs using Oracle GCS. Used Oracle ADI to import legacy data and monthly data from subs. Set-up the bank statement interface for reconciliation. Assisted in Interface of legacy billing system to AR as well as interfaced third party cost system to AP.

Oracle R11.03; Financials/PA Projects
Financial Controller

Managed financial reengineering project. Managed the implementation of Oracle Project Accounting, Oracle General Ledger, Oracle Accounts Payable, Oracle Accounts Receivable (including interface with Vertex Sales Tax), Oracle Order Entry, Oracle Fixed Assets and Oracle Purchasing in six months each using the Oracle Fast Forward Approach. Responsibilities included analysis of current processes using MAS 90 and reengineering the processes for efficiency using Oracle and included Chart of Account design/setup, reengineering processes, setup, testing and training. Designed/setup lookup sets for use in Auto Accounting in Oracle Projects. Reduced the month end closing cycle by several working days by using Oracle ADI and setting up Mass Allocations for several manual journal entries.

Education, Certs, Other Tech Skills

Education

B.S. Accounting, The Florida State University

Professional Certification

Certified Public Accountant (CPA) inactive

Other Technical Skills

Projects/Planning/Collaboration

• Smartsheet (Administration, Scheduling, Planning, Resourcing)
• MS Project
• OpenProject
• Primavera
• Slack/Notion/Trello

Comms/Meetings

• Zoom/Teams/Webex/Skype/Bluejeans

Linux (CLI, Installation, Administration)

• Ubuntu/Centos/Redhat/OEL

AWS (EC2, S3, Chime, Route 53)

Programming

• PL/SQL
• Node.js
• JavaScript
• Python
• Bash Scripting