| Candidate Information | | Title | HCM and ERP Consulting National Oracle PeopleSoft Oracle Fusion | | Target Location | US-TN-Alcoa |
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Click here or scroll down to respond to this candidateSenior HCM Advisor and ConsultantPROFILEAccomplished ERP Consultant and Advisor with over 20 years of leadership experience providing functional and technical guidance and hands-on lead and subject matter expertise with implementation, upgrade, reimplementation, transformations, conversions, special projects, production support, and operations management of ERP systems.Assisted over 65 different commercial, public-sector, federal, higher education, non-profit local, national, and international clients including Oracle Consulting, PeopleSoft Consulting, and most large consulting firms on projects all centered around implementing, upgrading, assessing, managing, or redefining PeopleSoft functionality to create or improve ERP Human Capital Management business processing, system integration, and reporting.Led, advised, or performed on teams through the entire project lifecycle including:Project methodology, strategy, metrics, and planningBusiness requirements definition and fit/gap analysisSystem configuration design and set-upEnhancement design and developmentConversion design and executionReporting design and developmentTraining design and executionTesting design and executionCut-over and roll-outPost-production and ongoing operational supportDirector-level leadership and management of national HCM ERP system support functionPossesses an audit background, a graduate business degree, prior CPA, CIA certifications along with HCM and Financial management experience including time reporting, payroll, leave / absence management, project costing, general ledger )including commitment accounting) benefits, compensation, recruiting, human resources, labor relations, safety, regulatory compliance, audit, and other related functions.PROFESSIONAL EXPERIENCE1996 Present Independent Business Consultant HCM ERP-related assignmentsProject assignment summaries as follows:Confidential healthcare clientConsultant Dec 2021 -Engaged by this multi-company, national organization to provide hands-on support for their current national time reporting, payroll, payroll tax, regulatory compliance, employee benefits, and employee absences processing to facilitate a transition from Oracle PeopleSoft to Oracle Fusion.Responsible for the review of tax updates, new functionality in PUM images, program patches, including the evaluation and testing of regulatory, taxation, and reporting changes from expanded operations in new and existing taxation jurisdictions.Involvement in business requirements elicitation, fit-gap analysis, configuration, conversion data mapping, data validation, integrations, reporting, and active participation in all related testing phases involved with the transition of this HCM system.Central Bank of the BahamasConsultant July 2021 - August 2021Engaged by the Bank to prepare and present a hands-on course for their staff covering their upcoming Absence Management configuration integrated with Global Payroll functionality.Reviewed their current implementation configuration and prototyped a stand-alone framework for hands-on training activities.Kaiser Permanente - National Healthcare and Managed Care ConsortiumConsultant August 2020 March 2021Engaged by the HR Financial Risk Management and Benefits Accounting groups to update various databases, queries, and business processes for mappings from PeopleSoft to Oracle Fusion (HCM Cloud) in support of multiple SOX internal control and operational reporting used to validate national Payroll, Human Resources, Taleo Recruiting, Benefits, and Benefits Billing processing.Reviewed existing PeopleSoft business processes and existing controls and applied new control procedures and reporting for the Oracle HCM Cloud environment.Lower Colorado River Authority (LCRA) State of Texas AgencyConsultant June 2020Engaged to perform an assessment of the PeopleSoft HCM suite with a focus on the implementation of manager and employee self-service (including ACA Form 1995-C Consent and ACA View Form 1095-C), activity guides for benefits enrollments, and identification of current opportunities for enhanced functionality in human resources, benefits, compensation, time reporting, leave processing, payroll, and related managerial initiations and approvals.Identified business requirements involving interviews with key staff, review of existing PeopleSoft configuration, additional systems and processes performed outside of PeopleSoft HCM, and current PeopleSoft customizations.Produced and presented a PeopleSoft HCM Solutions Assessment with the identification of objectives, proposed utilization of existing PeopleSoft HCM licensed functionality, replacement of personnel action form and approval functionality leveraging Oracle AWE, enhanced Manager Self-Service transaction initialization, expanded Employee (and Manager) Self-Service functionality leveraging fluid functionality, options to enhance the overall HCM user interface and opportunities to remove or reduce legacy customizations and bolt-on functionality.AMN Healthcare (Medical Staffing Firm) / PwC Advisory Services, CaliforniaHR and Payroll Advisor January 2020 March 2020Designed and led business process review workshops to assemble detailed business and systems requirements for pay/bill, human resources, benefits, payroll and time & labor business groups.Formulated design of HCM organizational structures and table-set sharing to support migration from a single business unit (BU) to multiple BUs, SetIDs and Company definitions for processing transactions for multiple Lines of Businesses and Brands operations.Organized and executed business requirements gathering and fit-gap sessions for PeopleSoft Time & Labor, Payroll, Human Resources, Benefits Administration, Pay/Bill, General Ledger, Security, et. al.Identified various systems for retirement and development needs for custom reports, interfaces, conversions and bolt-on extensions (i.e. RICEW items) for a systems upgrade.Designed and led business process review workshops to formulate future-state business processes.Configured the HCM environment to create prototypes of core human resources, benefits, payroll, pay bill and time & labor system modules to demonstrate proposed functionality.Healthcare Client / PwC Advisory Services, CaliforniaHR and Payroll Advisor November 2019 January 2020Engaged to design and lead business requirements elicitation workshops and formulate a fit-gap analysis and migration plan to migrate multiple lines of business to a common HCM and Financials operating environment.1218 Global Inc. / CIC Plus / TriNet HR Group, Dallas, Texas / Dublin, California / RemoteProject Lead March 2019 September 2019Engaged to coordinate the design of an internal employee data changes and tax forms WorkCenter to automate the creation and assignment of employee work locations, all applicable federal, state, and local tax form completion and payroll data settings for both new employees and changes in for existing employees position and job data changes.Design including various data integrations, processing dashboards, and reporting for ongoing data population and management of company location and client employee data from an external data forms management company and used for managing employee onboarding, HCM processing, tax form population, and internal and external reporting for 17,000+ client companies.Energy Northwest, Richland, WashingtonHCM Consultant January February 2019Engaged in a confidential project assessment related to various human resources, union, time reporting, payroll, and labor relations processes and issues involving business processes within the HCM product suite.Peralta Community College System / Deloitte, Oakland, California,HCM Cloud Lead February 2018 June 2018Engaged as the HCM Lead for a modernization and transformation project to bring Human Capital Management, Finance, and Campus pillars to the Cloud.Conducted workshops to review existing business processes, identify pain points, compared to leading practices, explore new functionality, and define future-state, prioritized business processesConducted a half-day workshop to discuss drivers and objectives with potential organization configuration changes including review and refinement of the current payroll cycle and definition of a future-state payroll cycle incorporating time reporting and absence reporting cycles.Conducted fit/gap and configuration workshops for future Time and Labor implementation (including T&L queries for benefits eligibility under ACA)Prepared fit/gap sessions for a future Absence Management implementationIdentified issues and provided guidance with system tables and employee data cleanup needs.Assisted with resolving existing time reporting, payroll, benefits, and human resources production support issues, as needed, including California state pension reporting.Assisted technical team with the completion of functional upgrade steps, identification of RICEW items and corresponding functional designsProvided guidance and assistance with unit testing, creation of a system integration test plan, test scenarios, and test scriptsConfidential State Client / KPMG, HCM Lead Consultant September 2017 - November 2017Engaged to lead a team a major transformation project for HCM business processesInvolved in the planning stage to coordinate plans and timelines for the following deliverables:Business Requirements Definition plan:Primary Customizations log:Systems Retirement plan:Fit/Gap Analysis plan:Business Process Re-engineering plan:Preparation for the development of the HCM Target Operating Model for a re-implementation of Human Resources, Compensation, Position Management, Benefits Administration, Labor Management, Health & Safety, and Absence Management functionality with integrations to Time and Attendance, Payroll, and Enterprise Learning Management systems.Amedisys, Inc. (Home Health & Hospice Care), Headquarters, Baton Rouge, Louisiana, Executive Offices, Nashville, Tennessee - Interim Senior Director / Corporate HCM Advisor / Consultant November 2015-May 2017Engaged to provide immediate functional expertise and to reconstruct the end-user support and change management processes for the entire PeopleSoft HCM suite (including HR, Benefits Administration, Compensation, and Employee Performance areas), Taleo, and interfacing with time reporting and medical billing systems.Assumed responsibilities as interim Senior Director overseeing HCM projects supporting over 16,000 employees across 40 states including:oProvided guidance to new IT executive leadership, three consecutive IT Senior Directors, and various analysts toward the establishment of a new support framework.oPartnered with HR and Financial executive leadership to understand and prioritize strategic objectives and projectsoProviding both technical and functional process consultation to HR leadership & recommending solutionsoProvided hands-on business analysis, configuration, and production support as neededoLead all projects within Human Resource Capital (HCM) impacting technology, with touchpoints to North American payroll, time reporting, and Time and Labor, including the identification, development, and management of resources and workload prioritizationManaged project for new compliance solution with ACA reporting, including identification of employee healthcare eligibility based on weekly and monthly hours, import of COBRA participants, collection of employer information for the 1094-C report, and interfaces to new third parties for ACA report distribution.Coordinated team efforts to assimilate new employees new from multiple acquisitions, re-organizations, and divestitures of various sizes into a redefined corporate structure.Re-established and coordinated a change management process, with change order processing and data request processing, for all new and existing development in the HCM suite.Interacted with various vendors for the parent and acquired companies for interfacing needs with Taleo, HCM, HCHB, and AMS medical scheduling applications.Coordinated development efforts of third-party Benefits Open Enrollment provider and their Oracle partner to correct a broken business process and system integration.Identified, developed, and managed new HCM analysts and programming staff and advised subsequent director(s) to assume responsibilities associated with their new role.State of Hawaii, PeopleSoft HCM v9.2 Training, Honolulu, HI December 2016Engaged to design and teach two sets of eight (8) half-day PeopleSoft HCM v9.2 Payroll training seminar sessions for internal Human Resources, Payroll, and IT end users and the project teamProvided guidance to both the internal project team and the consulting team regarding the upcoming payroll fit-gap processing sessions.Confidential client, PeopleSoft HCM v 9.2 Implementation Assessment, Northern California, CA August 2016Engaged to provide an assessment of a current PeopleSoft v 9.2x Human Capital Management (HCM) suite implementation (including Human Resources, Compensation, Performance Management, Payroll for North America, Benefits, Time and Labor and Absence Management) to determine probable go-live phases.Formulated general recommendations and recommended management, timeline, and resource adjustments based on independent observations.Albertsons Safeway, PeopleSoft HCM v9.2 Training Facilitator, Phoenix, AZ March August 2016Engaged to design and teach multiple half-day, full-day, and two-day PeopleSoft HCM v9.2 Absence Management, Payroll, and time reporting seminars for the internal Human Resources, Benefits, Payroll, Absence Management, and HRIS teams.Met with various corporate SMEs and team management to gather organization-specific configurations, customizations, and enhanced processing to incorporate into my design of these new training seminars.Updated executive management with employee feedback, pain points identified, and recommendations for improvements in training and absence management cycle and payroll cycle processing.Wyoming Department of Transportation, HCM Upgrade Lead Release 8.8 to Release 9.0- to Release 9.2 Upgrade, Cheyenne, WY August 2014 November 2015Responsible for managing the upgrade of the HCM suite, including Human Resources, Benefits, Payroll for North America, and Time & Labor with added functionality in Health & Safety, Compensation, and Employee Performance areas.Organized and led joint discovery sessions to discover current business processes, primary bolt-on functionality, customizations, pain points, and opportunities.Organized and led joint sessions to demonstrate, review and discuss both new functionality and existing functionality not currently enabled.Organized and led joint sessions to confirm identification and analysis of new and existing functionality fits, continued gaps and opportunities to remove existing bolt-on or customized processing.Produced detailed business process requirements for the HCM suite.Recommended a renegotiation of future HCM licensing to acquire new desired functionality in exchange for retiring some modules that will not be used.Identified, guided, and performed configuration of new or changed configurations starting with the Installation table through various system tables, translated values, and security.Reviewed existing data sources for employee competency, safety, evaluation, and contact information, produced functional business conversion documents, worked with developers, and verified converted results.Prepared and directed the preparation of functional specifications for retrofit, redesign, or new design of all existing and proposed system modifications to guide the development team; working with developers and unit-tested development effortsIdentified modifications to existing delivered and custom processes towards fixing some current pain points and audit findings also including upgrading interfaces to other State benefits and retirement agencies.Assessment and improvement of time and labor task profile designs, time and labor rules, and project costing processes.Configuration of an agency FMLA plan and design of enhancements to track payroll activity and benefits billing.Identified more generic Security Roles and associated Permission Lists for a redesign of the Security structure and created roles for two new groups of functional system users in remote locations and centrally.Coordinated a third-party training firm to plan and deliver targeted PeopleSoft training to agency staff, with agency business processes incorporated, for the various HCM modules and sub-modules.Identified business process documentation needs, design, and process content for the development of UPK materials by the internal systems training group and UPK resources.Worked with the Steering Committee by producing a prioritized analysis of existing and new, desired functionality for the purpose of refining project scope and accommodating critical-path project delays in other project areas outside of the HCM suite.Coordination of unit, system, integration, user acceptance, and parallel testing plansIdentification of employee and manager Change Management needs and coordination with internal resources to produce, present and disseminate information to different user groups and the general employee population.Coordination and reporting of HCM RICEW and Issue tracking status through go-live.Coordination of accelerated testing program initiated by the technical management team.Identification of Cutover plan requirements and coordination with technical resources.Active involvement with the final upgrade move to production phases towards go-live.Coordination of go-live review, post-go-live support and identification of post-go-live initiatives and enhancements.Tufts University, HCM 9.2 Upgrade Lead Fit-Gap, Medford, MA May 2014 July 2014Engaged to provide an assessment to identify business requirements and to perform a fit-gap analysis in preparation for the upgrade of the HCM suite (including Payroll for North America)Organized and led joint discovery sessions to discover current business processes, primary bolt-on functionality, customizations, pain points, and opportunities.Organized and led joint sessions to demonstrate, review and discuss both new functionality and existing functionality not currently enabled.Performed analysis of confirmed gaps to identify and document resolution alternatives and provide a recommended course of action.State of New Mexico, Santa Fe, NM, Independent PeopleSoft Consultant, April 2014 - May 2014Engaged to provide analyses and resolutions for existing Payroll, Time & Labor, Human Resources and Benefits Administration initiatives, and production issues.Assisted with configuration for ongoing departmental reorganizations including update of department security trees and security roles.Requirement analysis, preparation of functional specification, and discussions with developers to modify existing reports for new quarterly tax report format and interface.Requirement analysis and preparation of functional specifications to modify existing wage and WC reports for exclusion of non-employee elected officials.Oracle Corporation PeopleSoft Consulting Group / ConAgra Foods, Kronos to PeopleSoft Integration Project Assessment, Remote Sessions, March 2014 - May 2014Engaged by Oracle Consulting to assess and provide guidance for integration of Kronos time reporting into the new paysheet update (i.e. PSHUP) functionality provided by PeopleSoft Payroll for North AmericaLed joint sessions for project assessment to assist in examining and adopting PeopleSoft-delivered functionality to load employee time from Kronos and replace an existing custom solution.Analyzed proposed functionality and existing testing efforts to provide guidance and best-practice guidelines, including formulation of an error resolution process.Prepared, communicated, and discussed assessment and recommended course of action.Accenture / Confidential client, HCM Upgrade Lead Fit-Gap and Release 9.2 Upgrade/Reimplementation Assessment, Chicago, IL February 2014 March 2014Engaged by Accenture to perform an HCM upgrade assessment for a systems upgrade.Designed various questionnaires to identify requirements for current Payroll, ePay, and Time and Labor configuration, business processes, customizations, and custom bolt-on functionality.Organized and led joint sessions to discuss and document the current state, HCM Release 9.2 delivered features and functionality, and future-state upgrade and reimplementation options to address some pain points as well as consideration of new Absence Management functionality.Prepared, communicated, and discussed the assessment with the project sponsor.University of Massachusetts, HCM Release 9.2 Upgrade Lead, Shrewsbury, MANovember 2013 February 2014Engaged to lead preview and fit/gap sessions and campus presentations for the payroll and benefits areas to facilitate a system upgrade.Identified existing and to-be business processes including new retroactive payroll and paysheet update (PSHUP) functionality changes.Prepared functional specifications and recommended configurations to enable new systems functionality implemented with the upgrade.Analyzed and identified current customizations that could be retired with the upgrade or replaced with configuration changes.Boise State University, HCM Advisor, Boise, ID September 2013 November 2013Engaged to review and provide a snapshot of the current configuration and current project status to the new project management team.Documented, reviewed, and analyzed current state business processes to identify ways to streamline and improve these and identify causes of reported pain pointsDeveloped desired future state business processes for those processes that have been identified as being in need of improvement or the source of reported pain points, incorporating industry best practices whenever possible.Reviewed core functionality and provided recommendations for configuration changes.Kamehameha Schools/ Ke Alii Pauahi (Bishop) Foundation, Honolulu, HawaiiApril 2013 May 2013 and May 2013 September 2013Engaged by a boutique consulting company to provide a functional review for a new HCM implementation.Reviewed and fine-tuned benefits configurations and recommended alternative configuration options, where applicable.Created a configuration workbook and provided knowledge transfer to client staff for PeopleSoft configuration and processing procedures.Participated in discussions with benefits vendors to discuss data interface details and options with the change of the HCM system.Coordinated update of future-state business process maps, alignment with the requirements matrix, fit gap, and test cases as well as a review of system configuration.Provided guidance with the planning and execution of systems integration testing (SIT) efforts.Advised preliminary Payroll Interface parallel testing and troubleshooting errors.Led the planning and execution of user acceptance testing (UAT) efforts.Reviewed and updated proposed training materials to be used for core Human Resources, Benefits, Payroll Interface, and various custom integrations.Covenant Health / Deloitte, HCM Payroll Consolidation Lead, Edmonton, AlbertaNovember 2012 March 2013Engaged by Deloitte Consulting to act as the project team lead during the architecture and planning phase for consolidating and centralizing payroll and payroll accounting activities.Facilitated collection and documentation of business requirements and fit-gap analyses.Produced presentation materials and facilitated payroll and payroll accounting workshop presentations and discussions of business processes, business rules, business policies, regulatory and collective bargaining requirements, forms, reports, interfaces, conversion, enhancements, and workflow differences.Coordinated with the HR, Benefits, Time & Labour, Pension, and Recruiting leads to resolve gaps spanning across modules.Completed all Payroll module deliverables for successful completion of the planning & analysis phase, includingcomplete gap analysis, in preparation for the design & configuration phase.Time Warner Cable HCM Advisor / Consultant, Charlotte, NCSeptember 2012 November 2012Engaged to perform a review of functional business processes and provide additional project assistance to redesign inbound and outbound for employee benefits and employee leave (including FMLA) interfaces to external third parties and integration with payroll processing.Participated in vendor joint development sessions towards preparing business requirements and functional specifications for these new vendor relationships.Prepared a test strategy and master test plan to encompass testing phases in HR, Benefits Administration, Payroll, Kronos, and work scheduling areas to provide full integration testing.Provided assistance and guidance with other PeopleSoft HCM upgrade issues.Harris Corporation, HCM Project Assessment / Advisor, Melbourne, FL AugustSeptember 2012Engaged to provide an assessment for an ongoing project to reconfigure and reimplement PeopleSoft HCM Payroll to meet new federal and state regulatory requirements.Review of current projects, configurations, customizations, and enhancements around the current and future pay cycle business processes.Provided observations, various alternate solutions, and recommendations for various project issues and an overall assessment of success towards meeting projected milestones and deadlines.Consolidated Health Systems, Talent Acquisition Manager (TAM) Upgrade Lead, Prestonsburg, KY July - August 2012Brought in by a boutique consulting company to act as their HCM upgrade lead.Analyzed existing system configurations, interviewed management and staff, and prepared current as-is and delta documentation for an upgrade fit-gap analysis of Talent Acquisition Manager (TAM).Assisted with analysis of various customizations, approval workflow engine (AWE) approvals, and other upgrade concerns with other HCM modules including integration with other systems.Ascension Health / Accenture, HCM Payroll Consultant, Saint Louis, MO April 2012 June 2012Provided project consultant guidance and assistance to the existing functional and technical teams regarding various configurations, conversions, and data-related issues during a phased systems implementation of the HCM suite.The College of New Jersey, HCM Upgrade Lead, Trenton, NJ May 2011 April 2012Engaged as the HCM Lead to provide a systems fit-gap analysis and guidance through all project phases to Go-Live and Post-Production for a multiple-phased upgrade project (including HR, Benefits, Pension, Payroll for North America, and contract pay).Designed and conducted fit-gap sessions, including a review of existing business processes, a review of new and revised functionality, identification of system table and data cleansing opportunities, identification of configuration solutions to address some existing production issues and some manual processes, and wish-list opportunities for business process re-engineering.Organized and led workshops to design smart-hire templates, labor relations processing (disciplinary actions and grievances), position management initiatives, online W-2 processing via employee self-service, and data cleansing opportunities.Provided analyses, troubleshooting, issue identification, and error resolution through unit, system, parallel, and user-acceptance testing phases for a successful go-live effort and post-production support.Lone Star College System / Oracle Consulting, HCM/ FSCM Commitment Accounting Lead, Spring, TX April 2011 May 2011Engaged by Oracle Consulting to provide post-production training, support, and guidance with various post-production payroll accounting issues involving Commitment Accounting, Commitment Control, and Accounts Payable integration, and various production errors.CLECO Corp, HCM Upgrade Advisor / Consultant, Alexandria, LA February 2011 April 2011Provided part-time HCM Lead assistance with internal upgrade effort of the HCM suite.Assisted with enabling the newly-designed Person Model functionalityVerified existing configuration, identify data and configuration cleanup opportunities and opportunities to replace existing customizations.Prepared a fit-gap analysis to encompass existing functionality and customizations against newly delivered functionality.Assisted with retrofitting customizations, reports, and interfaces to the new Release environmentAssisted with the development of test plans, use cases, and scripts.Virginia Community College System (Deloitte), HCM Upgrade Advisor / Lead, Richmond, VA February 2010 March 2011Engaged by Deloitte Consulting (Bearing Point) during the Design stage through the Build and Testing stages of an integrated HRMS / Student Administration implementation.Coordinated the setup and configuration of a PeopleSoft integrated prototype environment and coordinated the execution of various test scripts to model to-be HCM HR, Benefits, Payroll, Pension, Absence Management, Time & Labor, and Self-Service business processes.Assisted team with human resources, time and labor, payroll, absence management, interfaces to other State agencies and third parties, and self-service application error analyses and resolutions.Assumed functional lead roles for Payroll (including contract pay) and Time & Labor |
