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Click here or scroll down to respond to this candidate1Candidate's Name
Round Rock, TexasPHONE NUMBER AVAILABLEEMAIL AVAILABLE https://LINKEDIN LINK AVAILABLE DATA CONVERSION SPECIALIST PROJECT MANAGER REPORTING SPECIALIST Extensive insurance industry experience in project management, data analytics, management reporting, process and productivity improvement, and information technology with Oracle ERP Cloud and PeopleSoft General Ledger. Expertise in automated data feeds, data migration, systems implementations, Oracle and PeopleSoft financial reporting, STAT and Yellow Book reporting and project management. Effectively collaborates with the business users, management, IT, contractors, vendors, and infrastructure stakeholders to produce end-to-end technology strategies, solutions, and designs. Demonstrated competencies include: Data Feeds, Migrations & Conversions Report Design & Project Management Data Feeds Including Implementations PeopleSoft reporting tools PS Query & nVision Data Conversion/ Migration & Validation Report Distribution Data Process Mapping & Documentation SOX Process Documentation Chart of Accounts MappingData ValidationReport DevelopmentBusiness Requirements DocumentationProcess Mapping & DocumentationUse of VB macros for data conversionSTAT and Yellow Book ReportingReport Tool TrainingReport Design Certification ProcessPeopleSoft AllocationsFinancial System Implementation and ConversionCost AllocationPROFESSIONAL EXPERIENCEAMTRUST FINANCIAL SERVICES Dallas, TX 4/2016 to 10/2023 An industry-leading insurance provider, focusing on small business insurance solutions with an emphasis on workers' compensation.Director of Financial Systems, Corporate Accounting Responsible for reporting and analytics, data, training, and General Ledger feeds from back-end systems for the Oracle ERP Financial Systems architecture. Maintained all transactional data feeds from six different insurance source systems (both US and International) into the Oracle ERP Cloud system. These data feeds transformed single-line source transactions into multi-line accounting entries when required or used a summarization process to transform multiple-line source transactions into single-line entries when aggregation was desired. Managed global financial reporting and analytics strategy resulting in determining optimum data sourcing and delivering more accurate financial data in a timely fashion. Managed the development and testing of new data feeds from the source systems into the General Ledger reducing manual uploads from new source systems including the Workday HRIS system. Developed and implemented an automated reconciliation process for the existing and new data feeds that maintained the record count and amount totals throughout the feed processing. Managed financial systems governance utilizing ServiceNow ensuring policies for back-end feed data, controls, and reporting governance were well defined and maintained communication of changes. Ensured all governance policies were adhered to throughout the data feed change cycle as well as the report development and testing cycles. Worked with consultants to create and maintain complex mapping and conversion software from PeopleSoft to Oracle Fusion chart of accounts. Validated PeopleSoft source files against converted Oracle Fusion file maintaining authenticity of the new Oracle trail balance. Tested report code periodically for current reports catalog to ensure that the reports are producing the desired results in the most efficient manner possible.2THE REPUBLIC GROUP, Dallas, TX 10/1992 to 6/2016Provides personal and commercial property and casualty insurance products through a group of insurance companies and related entities designated in the industry as The Republic Group. Director of Financial Systems 4/2015 to 4/2016Responsible for reporting and analytics, data, and training. Upgraded PeopleSoft 9.0 and PeopleTools 8.53 to PeopleSoft 9.2 PeopleTools and 8.54 without the use of outside consultants reducing consultant costs and gaining a better knowledge of ERP system. Supervised and monitored functional testing of PeopleSoft General Ledger, Accounts Payable, Fixed Assets, Cash Management, nVision, Query, and Tree Manager to upgrade PeopleSoft 9.0 to PeopleSoft 9.2 and PeopleTools from 8.49 to 8.53 without the use of outside consultants. Created and maintained nVision reports based on accounting users specifications ensuring report accuracy and desired distribution strategy. Maintained and validated Chart of Account values, PeopleSoft Trees, and nVision reports for transparency. and validated Chart of Account values, PeopleSoft Trees, and nVision reports for transparency. Maintained all transactional data feeds from ALPS policy, claims and Ceridian HR system into the PeopleSoft 9.0 and later 9.2. These data feeds transformed single-line source transactions using a summarization process to transform multiple-line source transactions into single-line entries. Manager of Financial Systems 4/2009 to 4/2015Project Lead for PeopleSoft General Ledger, Accounts Payable and Asset Management 7.5 to 9.0 Re-Implementation. Financial Reporting Lead conducted Initial Fit / Gap, System Design, Conversion Design and Execution, Configuration, Test Planning, and System Testing. Evaluated and implemented PeopleSoft delivered patches and bundles ensuring updated application. Created / modified several component interfaces for uploading vendors, vouchers, and journal entries to increase accuracy and productivity. Created a custom process to sync various ledgers using custom pages and Peoplecode. Worked on development, design, and setup for the new PeopleSoft 9.0 implementation to eliminate client server environment. Converted all legacy system data using VB macros migrating to a new environment. Conducted system test and training including documentation for General Ledger to acclimate the users with the new environment. Setup Security for users and helped define rules for all roles ensuring data and application access. Senior Accounting Systems Administrator 4/1998 to 4/2009 One of five people on a project team responsible for the selection, implementation, and design of the PeopleSoft Financial System to eliminate the use of mainframe technology. Specific responsibilities included the design and implementation of the following modules and tools: General Ledger, including Security Access.; Cost Allocation; Asset Management; Treasury Operations (including bank communication); and Standardized accounting reporting including hierarchy reporting and User data query reporting. Additionally, developed the integration of the general ledger reporting with the companys existing budgeting software system. The project was completed substantially within budget and resulted in a 15% reduction in the current accounting staff and an annual expense savings of $125,000. EDUCATIONBachelor of Business AdministrationThe University of Texas at AustinAustin, TXCOMMUNITY INVOLVEMENT VOLUNTEERTexas Ramp Project Austin, TXHearts & Hammers Dallas, TX |
