Financial Applications
Expertise in ERP, EPM, and financial systems for large enterprises. Experience includes Oracle Cloud ERP, E-Business Suite, SAP, Hyperion, OneStream, and related solutions for finance, procurement, and reporting.
ERP Platforms
Directed the successful deployment, enhancement, and ongoing management of Oracle ERP applications, including Oracle Cloud ERP and E-Business Suite. Oversaw large-scale implementations and upgrades of core financial modules (GL, AP, AR, FA, Cash Management, Procurement), ensuring seamless operations and alignment with enterprise objectives. Championed system optimization initiatives, established governance frameworks, and drove user adoption across global teams. Consistently delivered improved financial controls, operational efficiency, and business value through strategic ERP stewardship.
General Ledger (GL)
- Led and supported GL implementations, upgrades, and post-production support in Oracle Cloud ERP and EBS.
- Designed and tested GL setups, including localizations, fiscal year calendars, and accounting rules.
- Developed and optimized SQL/PLSQL queries for GL reporting, troubleshooting, and data migration.
- Conducted UAT, CRP, and training for GL processes and month-end close.
Accounts Payable (AP)
- Implemented and supported AP modules in Oracle Cloud ERP and EBS, including global rollouts.
- Designed and configured AP approval workflows using Oracle AME.
- Developed and executed test plans for AP enhancements, bug fixes, and upgrades.
- Provided training, documentation, and support for AP processes and integrations.
Accounts Receivable (AR)
- Designed, built, and implemented Oracle Receivables systems for new implementations and improvements.
- Led AR setups, localization, and user training.
- Provided post-production support and defect resolution for AR modules.
Fixed Assets (FA)
- Led and supported FA module implementations, upgrades, and localizations.
- Designed and tested FA setups, including asset controls and fiscal year calendars.
- Developed and maintained user manuals and training for FA processes.
Cash Management
- Supported and enhanced Cash Management processes as part of Oracle Cloud ERP and EBS implementations.
- Provided assistance in key system processes, including month-end and year-end close.
Procurement
- Provided solution direction and process mapping for Procure to Pay (P2P) on a global Oracle footprint.
- Designed and implemented approval workflows for purchase requisitions and supplier registration.
- Configured and supported P2P integrations and process improvements.
EPM Platforms
Extensive hands-on experience with Oracle EPM platforms, including EDM, FCCS, ARCS, and PBCS. Deep knowledge of EPM configuration, administration, and module functionality for financial close, consolidation, account reconciliation, and enterprise planning. Skilled in managing EPM upgrades, data integrations, security, and user support. Proficient in designing and maintaining EPM structures to support complex financial and operational requirements.
Enterprise Data Management (EDM)
- Architected and co-implement EDM in partnership with consulting partner.
- Developed and implemented sophisticated workflows with tailored rules by application, dimension, hierarchy and node sets.
- Configured and maintained Oracle EDM for master data management across finance systems.
- Designed data models, hierarchies, and validation rules to ensure data integrity.
- Managed data integration between EDM and downstream applications.
- Supported governance and change management for enterprise data structures.
Financial Consolidation & Close (FCCS)
- Led implementation and support of Oracle FCCS for global financial consolidation and close.
- Configured consolidation rules, intercompany eliminations, and reporting structures.
- Managed data loads, security, and process automation for close cycles.
- Supported quarterly and annual close activities, including user training and troubleshooting.
Account Reconciliation (ARCS)
- Implemented and managed Oracle ARCS for automated account reconciliation processes.
- Configured reconciliation formats, rules, and workflows to streamline close activities.
- Oversaw user access, data integration, and compliance tracking within ARCS.
- Provided training and support for finance teams on reconciliation best practices.
EPM Automate
- Developed and maintained EPM Automate scripts to streamline administrative tasks and automate routine processes.
- Authored scripts for daily application backups, scheduled via Windows Task Scheduler to ensure data protection and business continuity.
- Automated data loads, metadata updates, and batch processing across EPM environments.
- Monitored and troubleshooted EPM Automate jobs, ensuring successful execution and timely issue resolution.
Planning & Budgeting (PBCS)
- Implemented and administered Oracle PBCS and EPBCS for enterprise-wide planning, budgeting, and forecasting.
- Configured planning models, forms, and business rules to support complex financial planning requirements.
- Managed user security, data integrations, and periodic upgrades for planning applications.
- Provided end-user training and support for planning and forecasting processes.
Tax Applications
Vertex
- Implemented and supported Vertex for automated indirect tax calculation and reporting.
- Integrated Vertex with Oracle ERP for seamless tax determination across transactions.
- Maintained tax rules, rates, and jurisdiction setups within Vertex.
- Provided user support, documentation, and training for Vertex processes.
Oracle EB-Tax
- Configured and supported Oracle EB-Tax for global indirect tax management.
- Designed and maintained tax rules, rates, and reporting structures in EB-Tax.
- Integrated EB-Tax with upstream and downstream Oracle modules.
OneSource
- Supported direct tax and compliance processes through integration with OneSource.
- Coordinated data extraction and reporting for tax filings and audits using OneSource.
Other Applications
Supported a broad spectrum of specialized financial and operational applications, contributing in varying capacities across administration, configuration, implementation, integration design, and ongoing management. My involvement has ranged from hands-on system setup and process optimization to providing user support and ensuring compliance with evolving business requirements.
Ariba
Vendor onboarding and verification for global organizations.
BlackLine
Financial close, account reconciliation, and automation platform.
Concur
Travel and expense management automation for global organizations.
Expensify
Expense reporting and management for businesses of all sizes.
GEMS
Computershare's Global Entity Management System for entity compliance, governance, and records management.
Integri-data EAS
Integri-data Expense Allocation System
LeaseQuery
Lease accounting and compliance for ASC 842, IFRS 16, and GASB 87.
Legal Tracker
Legal spend management and matter tracking for corporate legal departments.
Zip
Vendor onboarding and workflow management for global organizations.
Technical
Directed the design, implementation, and optimization of enterprise technology solutions spanning cloud, on-premises, and hybrid environments. Championed systems architecture, data integration, automation, and actively explored, learned, and implemented AI technologies to enhance reliability, scalability, and security. Collaborated with cross-functional teams to deliver robust technical platforms that support business growth, operational efficiency, and future innovation.
Technical Skills & Platforms
Systems Architecture
- Designed and optimized enterprise system architectures for cloud, on-premises, and hybrid environments.
- Championed scalable, secure, and reliable infrastructure solutions.
Integration Design
- Built and managed 50+ business-critical integrations (Mulesoft, Talend, custom APIs).
- Enabled seamless data flow across finance, legal, and operations platforms.
Automation & AI
- Implemented automation for financial processes and reporting.
- Actively exploring and applying AI technologies to drive efficiency and innovation.
SDLC & Release Management
- Instituted finance-specific SDLC models for disciplined delivery and traceability.
- Led release management and change control for enterprise applications.
Cloud Platforms
- Led implementations and upgrades on Oracle Cloud, AWS, and Azure.
- Supported quarterly cloud releases and adoption of new features.
Documentation & Training
- Created and maintained configuration, test scripts, and functional specs.
- Mentored colleagues and led training for new system features.
Security & Compliance
Developed and implemented processes to ensure compliance with SOX directives for enterprise financial systems. Updated support methodologies and managed teams to align with regulatory requirements, including capturing appropriate approvals and documentation. Collaborated with auditors and leadership to maintain robust internal controls and support audit readiness.
SOX Compliance Modules
Access Controls
- Designed and enforced user access provisioning and de-provisioning processes.
- Implemented role-based access controls and periodic access reviews.
- Maintained audit trails for user activity and system changes.
Change Management
- Instituted formal change request and approval workflows for system updates.
- Documented and tracked all changes to financial systems and configurations.
- Ensured segregation of duties in change implementation and testing.
Process Controls
- Developed and maintained process documentation for key financial operations.
- Implemented automated controls for transaction validation and approval.
- Monitored compliance with established process controls and policies.
Audit & Evidence
- Coordinated SOX audit activities and evidence collection.
- Maintained documentation repositories for audit readiness.
- Supported internal and external auditors with timely responses and data.
Segregation of Duties (SOD)
- Defined and enforced SOD policies across financial systems.
- Reviewed and remediated SOD conflicts in user roles and responsibilities.
- Documented SOD exceptions and mitigation strategies.
Business Process Expertise
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Project & Program Management
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Leadership
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