PeopleSoft Financials Institutional Consolidation Consultant

 Role Summary:

The consultant will play a key role in the financial systems consolidation, providing both technical and functional expertise. This position requires strong knowledge of PeopleSoft Financials v9.2 and hands-on experience managing data conversions, integrations, and end-to-end testing within higher education environments.

Key Responsibilities:

• Lead and facilitate monthly financial consolidation meetings; prepare and present financial data to institutional end users.
• Develop, read, and optimize complex SQL queries; collaborate with development teams to implement updates and validate data pre- and post-conversion.
• Identify and address areas requiring transactional data cleanup prior to conversion.
• Conduct comprehensive System and QA testing to ensure data integrity and process accuracy.
• Prepare and lead User Acceptance Testing (UAT) sessions for institutional end users.
• Collaborate with cross-functional teams (HCM, Banner, Shared Services Center) to ensure successful integration across systems.

Required Experience and Skills:

• Strong functional and technical background in PeopleSoft Financials v9.2, including:

• • Asset Management (includes asset conversion activities)
  • Purchasing (includes PO conversion activities)
  • Commitment Control
  • Requisitions, Accounts Payable and Travel & Expenses (no conversion required; data cleanup for Institution B only)
  • Creation and maintenance of data crosswalks (Departments, Projects, Accounts, Locations, Ship To’s, etc.)

• Proven experience with financial data analysis, reconciliation, and system conversions.
• Ability to manage multiple workstreams and meet project deadlines in a collaborative environment.