Oracle Solutions Consultant, Oracle Finance Consultant, Oracle Finance Lead Consultant

* Oracle EBS production support and enhancements: AR, AP, Cash, Tax, FA, OM, iReceivables, Trade
Management, and GL modules by providing users solutions to encountered issues, creating finance
reports, following up on Oracle SRs, and improving Oracle configurations.
* Tested flows and solved issues for EBS 12.1 to 12.2.11 upgrade.
* Configured SLA rules: Override revenue account by OM Order Type, override prepayment cash account
by Receipt Method, and override channel segment for the Exchange Gain/Loss by Receipt Method
* Worked with offshore team on enabling supplier on-boarding process: Home-developed supplier portal
integration into Oracle EBS
* Configured, tested, worked with finance team, and moved into production Oracle's Trade Management
and iReceivables modules
* Involved in the Setup & Configuration of Project Costing, Project Billing, Enterprise Contracts,
Time & Labor modules with PPM (Project Portfolio Management)
* Troubleshooting and solving Sales Orders and RMAs stuck in the AR interface due to multiple
reasons
* Configured multiple Canadian customers for PST tax exception.
* Configured VAT for shipping product to European countries
* Created pricing rule by customer DFF to add 2% credit card charge to specific customer AR
invoices.
* Configured the AR lockbox for B2B customers. Autocash rules applied cash to older invoices first.
Worked with bank and local IT teams to receive bank statement into Oracle server. Integrated bank
account with the Lockbox. Trained users on a one-time updating the customer name in bank-transmitted
file.
* Participated in new credit card processing initiative by configuring Oracle to process credit card
payments upfront prior to booking sales orders (Authenticate and Capture)
* Configured new Order Types linked to existing and new Transaction Types with SLA rules for
specific GL accounts
* Created new SQL query to be used in OBIEE for Canada VAT collected in AR invoices for VAT filing
by Canadian province
* Created new SQL query to be used in OBIEE for reconciling charity and gift cards AR subledger to
the general ledger
* Supported the finance team every month-end for resolving AR, AP, FA, GL exceptions on a
high-volume retail selling organization
* Worked with Concur and AP Stakeholders for interfacing multi-currency AP invoices
* Worked with FXLoader Stakeholders for automating daily rates currency loading into Oracle
* Solved sales order shipping issues.

* Responsible for end-to-end financial modules implementation
* Presented and obtained approval from the steering committee for Oracle architecture to meet
business needs and comply with statutory requirements: Currency, Mexico tax compliance, Mexico's
electronic accounting compliance, consolidated reporting, and inventory requirements
* Worked with DBA team for applying Mexico's Oracle localization electronic accounting and
electronic invoicing
* Configured rules-based eBtax.
* Mapped business processes to Oracle Cloud Project Portfolio Management (PPM) processes.
* Worked with offshore and business on creating custom reports.
* Worked with offshore team and local third-party vendor on implementing Mexico's statutory
electronic invoicing
* Performed CRP ensuring Oracle performed all business processes.
* Enabled COA security to restrict Mexico entities.
* Supervised two Oracle financial consultants.
* Performed UAT and cut over.
* Supported go live and first two accounting close.

* Designed FAH functional solution including file loading and general ledger posting
* Integrated external (home-grown) billing system with Oracle's General Ledger through configuring
Event Models and Application Accounting Definitions (AAD)
* Worked with Finance Team on documenting and identifying billing events for which accounting
entries were to be created.
* Configured accounting rule sets to process multiple billing events.
* Mapped external billing sources to transaction sources for allowing separate accounting control of
external system
* Created Supporting References using the 'Event Type' attribute for reconciling to external billing
system
* Configured the WebCenter for automatically importing large external source files into the
Universal Content Management (UCM)
* FAH E2E testing, UAT, production support
* Compared source data with FAH data for validating and reconciling
* Complied with complex accounting needs
* Developed SLA report using XML Publisher
* Created documentation and performed FAH user training

* End-to-end Oracle EBS implementation for newly acquired European entities.
* Documented country-specific EMEA localization requirements
* Installed and configured EMEA Oracle localizations: Trained uses on additional fields provided by
the localizations, configured eBTax rules for complex VAT rates, generated country-specific VAT
filings, printed VAT disclaimers in documents, produced country-specific documents
* Configured Advanced Collections module. Conducted testing and user training (large collections
team based in Rumania)
* Configured iSupplier portal and EBS AP and purchasing integration. Trained Buyers on the supplier
registration process, and the iSupplier portal features for purchasing and payables
* European companies structure review: Ledgers, functional currency, IFRS compliance, local GAAP,
operating units, and consolidation
* Worked with European team on chart of accounts mapping (European vs corporate) for multiple
European countries
* Configured operating units, receivables integration with contract billing, and cash management
* With thousands of customers, Mood's configuration required each customer-location (store) be setup
as an individual customer in Oracle with account billing and parent customer relationships
* Worked with offshore team customizing for DataMatx customer invoice printing and European legal
tax disclaimers
* Worked with Bank of America for integrating European SEPA customer direct debits
* Worked with business team for procuring missing customer bank codes (IBAN, SORT code)
* Worked with supply chain Manager for configuring legacy inventory items.
* Worked with supply chain consultant on configuring item categories for driving revenue by product
line.
* Enabled sub-ledger sequences and GL accounting sequences for statutory requirement.
* Configured AR for SEPA payments and Direct Debits
* Worked with offshore team on converting open sales orders and inventory item master
* Created MD050 for customer-facing documents: DataMatx invoices, Legal disclaimers, bank
information, VAT registration numbers
* Prepared testing documents and conducted CRP and UAT sessions.
* Supported go live and month end close.

* End-to-end Oracle Cloud implementation for GL, AR, AP, FA, CE, and PA modules, including setups
for COA, hierarchies, ledgers, business units, legal entities, and COA instances.
* Created CONCUR accounting entries using the Financial Accounting Hub: Scheduled CONCUR data for
daily transmission and configured Oracle for daily CONCUR processing. Used mapping sets for chart of
accounts segment identification. Used templates to capture CONCUR attributes and creating accounting
rules for expense type identification and debit and credits.
* Revenue management: Performed pricing upload, created service agreement revenue rules, integrated
with Enterprise Contracts, Project Billing, and AR. Ensured compliance with ASC 606 by accounting
for services the month services were delivered recognizing revenue monthly, but billing quarterly,
every six months, or annually
* Implemented PPM module including: Project accounting, project costing. Integrated purchasing,
inventory, employees, payables, and receivables modules. Uploaded budgets, transferred expenditures,
uploaded burden and labor costs
* Defined Business Units, Project Units, Organizations, Legal Entities, and Project Types
* Prevented double-booking revenue by configuring SLA Rules and transaction types to credit Unbilled
Receivables instead of revenue when transferring project invoices to Receivables
* Created project templates for expense, engineering, and capital projects.
* Presented a proof-of-concept revenue by owner.
* Created project contracts with bill plans based on cost reimbursable and revenue based on billing
* Created project contracts terms, conditions, and billing requirements.
* Created capitalizable and billable expenditure items for importing AP and PO transactions.
* Used ADFDi template for uploading labor costs from external payroll system
* Worked with Bank of America on lockbox integration for ACH and EFT receipts. Automated positive
pay for payable checks
* Created multiple OTBI reports.
* Configured transaction tax and imported geographies.
* Configured transaction tax for UK's EU rules.
* Designed invoice and project approval process in BPM.
* Intercompany: Configured transaction types for invoicing and approval, configured enterprise
processing rules to allow transactions in local currencies, Configured AP BU for intercompany, and
added AR intercompany balancing rules, defined organizations and attached them to legal entities,
created chart of accounts rules for balancing
* Changed the invoice scanning configuration file to recognize the AP invoice numerical format
* Helped users in the US, UK, and Singapore with multiple production issues
* Administration: Created user accounts and assigned roles. Created new role limited-only to
scheduling jobs from different subledgers.
* Reviewed GL balances conversion by currency.
* Integrated Oanda currency rates into Oracle
* Created go-live check list and assisted users with post-implementation for US, Singapore and UK

Location: Las Vegas, Argentina, Peru, Chile, and Dominican Republic
Oracle Consultant
* Streamlined eBTax for global procurement Shared Services group located in Henderson Nevada
* Gathered requirements, created BR100 and obtained approvals.
* Worked with offshore team developing LATAM localization automation programs for automating
additional information needed at invoice for Peru, Argentina, and Dominican Republic Oracle
Payables localizations
* Created global Oracle eBTax responsibility for procurement shared services group.
* Provided proof of concept to have two eBTax methods running concurrently.
* Created architectural and functional diagrams.
* Provided solution for global tax management by country including VAT and withholding tax.
* Provided solution to generate government reports by configuring LAD Dominican Republic
localization.
* Configured SLA to book the tax liability by organization based on the company segment entered
in the invoice line distribution.
* Conducted CRP, UAT and Go-Live support.
* Created user training and knowledge-transfer documentation.
* Worked with the business to clean up Supplier tax and withholding tax codes
* Enabled tax by ship-to for US, Canada, Australia, and Argentina by configuring geographies
within Oracle's TCA functionality
* Assessed the impact on the as-is and to-be business processes
* Configured iExpense templates for automatic 'include' tax calculation.
* Personalized many Java and HTML forms for localizations.

* Applied LATM localization and Mexico's Electronic Accounting patch.
* Provided proof-of-concept solution to ensure existing organization structure (Ledgers, OUs,
and LEs) satisfied the Electronic Accounting Requirement
* Created BR100 and obtained Business Leads approvals.
* Created the statutory chart of accounts and mapped the to the corporate chart of accounts.
* Confirmed postings from electronic accounting were booked to primary and secondary ledger.
* Configured Electronic Accounting
* Worked with DBA team on database instance management and patch application.
* Extracted and converted government-generated invoices identifiers from pdf government files
into Oracle AP and AR
* Tested purchasing to payables and shipping to receivables interfaces to ensure the patch did
not break existing customizations

* Implemented EBS in US (Detroit) and Mexico
* Provided a general ledger currency solution to comply with Mexico's statutory requirement and
corporate reporting requirements by configuring the Peso as Mexico's primary ledger's currency
and the dollar as Mexico's secondary leger currency. The primary ledger in MXN was used for
Mexico government audits, the secondary USD ledger was used for corporate financial reporting.
* Gathered business requirements and performed gap analysis.
* Implemented PPM module including: Project accounting, project costing. Integrated purchasing,
inventory, employees, payables, and receivables modules. Uploaded budgets, transferred expenditures,
uploaded burden and labor costs
* Applied LATAM, Mexico localization for electronic accounting.
* Worked with manufacturing Lead on documenting BOM and Routings. Configured system for standard
costing.
* Performed standard costing rollups.
* Designed and implemented Sub Ledger Accounting (SLA) Method modifications to meet specific
accounting requirements
* Worked with Accounting Team on mapping legacy accounts from three segments to new Oracle's
six-segment chart of accounts
* Tested and process and accounting result for shipping execution, invoice execution, deferred
COGS, deferred revenue and revenue recognition
* Worked with Finance Lead on creating elimination entries and conversion into consolidation
ledger
* Provided solution for taxing material moved out of stock for plant consumption by configuring
Oracle's standard IR/ISO process.
* Provided solution to only applying tax to purchases for specific GL accounts by configuring
Oracle's standard GL-account-based tax
* Worked with off-shore technical team on converting BOMs and routings
* Provided product tracking solution by configuring Oracle's standard product accounting
functionality
* Provided end-user training and post-implementation support.
* Conducted Conference Room Pilot (CRP) and supported User Acceptance Testing (UAT)
* Supervised in-house six-member team during post-implementation support.

* Functional Lead for the implementation of Oracle General Ledger and Project Accounting
* Configured
* Primary responsibilities included requirements gathering, business process documentation, module
configuration, data conversion and management of the testing process to ensure the client's
requirements were met.
* Configured Oracle's GL suspense account functionality and worked with offshore team on
PeopleSoft to Oracle payroll GL entries interface.
* Worked with project accounting team on documenting expenses flow for mapping into Oracle's
project accounting configuration.
* Configured, tested, and trained users on AGIS.
* Created FSG balance sheet and income statement.
* Trained Finance Lead on Oracle FSG report writing.
* Executed CRP and UAT and provided post-production user support.

* Documenting functional processes: Oracle General Ledger, Fixed Assets, Payables, and Receivables
to be used as a footprint on future Oracle EBS rollouts
* Scheduled and conducting meeting with Functional Leads for documenting process flows.

* Enabled encumbrance accounting allowing account budgeting and accounting of purchase order
creation.
* Gathered business requirements and performed gap analysis to implement Oracle E-Business Suite
R12.1.3 environment for General Ledger, eBTax, and Cash Management
* Configured AGIS organizations: Processing rules to create, settle, and reconcile intercompany
and intracompany transactions. Enabled intercompany security to restrict user access to
specified organizations. Worked with users to identify and eliminate intercompany entries.
* Configured lockbox, worked with Bank of America to integrate incoming files into the lockbox.
* Executed CRP and UAT
* Integrated payables with purchasing, fixed assets, and inventory modules
* Provided solution to split tax from customer invoices by enabling Oracle's standard
tax-inclusive functionality
* Worked with technical team on customizing AP payments file for positive pay electronic file
transmission to City Bank
* Created custom payment templates for processing multiple payment types.
* Converted AP invoices from legacy to Oracle.
* Extracted suppliers from legacy, scrubbed them, and loaded them into Oracle.
* Created user training documentation.

* Gathered business requirements and performed gap analysis to implement Advanced Collections
* Configured the Collector's workbench per client specifications.
* Reconciled AP to GL 2 year $135K out-of-balance.

* Implemented Oracle manufacturing at three new Alcoa locations. My job was to establish inventory
costs including Material, labor, OSP, OH, and Material OH. I did physical inventory to establish on
hand quantities. I reviewed historical material purchase for establishing raw material cost. I
gathered historical indirect cost and used a square foot driver to come up with OH rates. Configured
Kanban process to replenish 'parts basket' based on store locator to be triggered when a minimum
quantity is reached. I worked with the engineering team to convert BOMs and Routers into Alcoa's
BOMs and Routers. I setup Oracle's Work in Process. I run the standard rollup process and revised
outcome. I performed end-to-end manufacturing process during CRP and UAT and 'day-on-the-live'. I
assisted users with post-live inventory close process. I created an exploded BOM query to be used
for end-item pricing. I helped users identify 'where-used' material. I helped created 'phantom'
BOMs. I did two of Alcoa's new locations in southern California and one location in Acuña Mexico.
* Implemented PPM module including Project accounting, project costing. Integrated purchasing,
inventory, employees, payables, and receivables modules. Uploaded budgets, transferred expenditures,
uploaded burden and labor costs
* Implemented Oracle finance modules in 4 newly-acquired locations following PMO guidelines
complying with SOX and corporate requirements
* Configured the intercompany module and created allocations for elimination.
* Gathered business requirements, drafted deliverable documents including requirements, functional
design, configuration, and user guides for new or changed features. Provide user training for new
users and enhanced features. Designed and integrated incoming and outgoing interfaces
* Supported users in production environment.

* Supported oracle users.
* Complied with SOX policies.
* Participated on project to integrate Ceridian into Oracle
* Integrated engineering crimping application into Oracle

* Provided production environment Oracle user support.
* Managed Fixed Assets: Additions, retirements, transfers, depreciation, tax reporting, and
auditing.
* Reconciled the bank statements to the general ledger.
* Coordinated the yearly operating budget.
* Reconciling payroll, payables, R&D, FG, and RM subledgers to the general ledger
* Created technical and functional document and worked with technical team on developing interface
for calibration equipment tracking application bolted on to Oracle