Roger Chavez

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IT Finance and EPM Manager

WATLOW ELECTRIC MANUFACTURING

May 2023 - May 2025 (2 years 1 month)

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Financials Consultant

Oracle Fusion Cloud

Jun 2022 - Apr 2023 (11 months)

At SMRMC Medical Center, I was responsible for business process flow analysis, designing system integrations, and configurations for an ERP Oracle Fusion Cloud Financials and Procurement project. I collaborated closely with stakeholders to evaluate existing workflows, identify gaps, and recommend best practices to improve operational efficiency. I conducted thorough testing and validation of the system to ensure functional and user requirements were met, leading to a successful deployment that streamlined financial operations and procurement processes. Additionally, I worked in training and supported end-users to ensure a smooth transition to the new system. • Led functional-specific sprints for Fusion General Ledger, Payables, Receivables

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Oracle Fusion Cloud Financials Lead Consultant

FRONTERA CONSULTING

Apr 2020 - May 2022 (2 years 2 months)

At Spero Therapeutics, I design and configure Oracle Fusion Cloud GL, AP, AR, CM, FA, and PO applications, with a focus on transformative financial and procurement solutions. Provided leadership to drive efficiency and innovation across three countries. • Responsible for the global design business process workshops, understanding business and technical requirements, addressing business implementation issues, coordinating the systems testing, and communicating with the project team. • Responsible for understanding and confirming the Client Business Process baseline requirements, Enterprise Structure, Chart of Account design, and financial configurations and testing for the Oracle Cloud instances. • Lead functional-specific sprints to walk

Oracle Fusion Financials Functional Consultant

MBO Partners

Jan 2018 - Mar 2020 (2 years 3 months)

Corporation, I designed and implemented the Oracle Fusion Receivables and Advanced Collections application modules. This involved collaborating with process owners to configure and test various features, including Receivables cash processing, statement cycle delivery, management of collectors' work assignments, and streamlining customer correspondence. • Implemented collections strategies and Dunning configurations to send Dunning Letters and Statements to Customers using Email, for Legal Entities and Business Units. • Worked with System Administrator on users' security and role administration, defined Role Based Access Control -Security Console Duty Roles, Abstract Roles, Job Roles creation and Aggregate Privileges to grant user accounts

Oracle Financials Business Analyst

Rimini Street

Jan 2017 - Dec 2017 (1 year)

• Responsible for advising clients using Oracle Financials tax applications on the tax applicability changes, regulations, and reporting, with the required updates to the tax services for Latin America's transactions. • My responsibilities included analysis of tax and financial reporting change requirements, requirements research and validation, scoping requirements, providing functional analysis, and coordinating development and testing for required tax changes to transaction rates, applicability, and financial regulatory reporting. • Collaborated with clients in support of tax update configurations, validated new application upgrade capabilities, and assisted with functional and technical systems analysis, development, and testing for

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IT Business Tech Specialist - Global Consumer Technology International

CITIGROUP NA

Oct 2010 - Dec 2016 (6 years 3 months)

• Collaborated with the global consumer technology board in the solution design and build, test, delivery, and global release management of the Global Bank for Consumer Banking Applications. The common platforms include the delivery of a set of common capabilities by domains and platforms in multiple geographies and countries. • Worked with local and global teams to develop country-specific requirements and ensure alignment with the drive to common. • Activities include gathering and defining requirements, gap analysis, functional/technical design, and systems integration tests focused on reducing platform variability, adopting standard and global demand and requirements management processes & tools, and standardizing business processes.

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Director Enterprise Applications

SHINE SOLUTIONS

Sep 2008 - Sep 2010 (2 years 1 month)

Consulting Manager - Enterprise Applications

Auxis

Jul 2006 - Aug 2008 (2 years 2 months)

I was responsible for configuring and testing Oracle Financials, including setting up the Order to Cash cycle, Oracle modules of AR, GL, AP, OM, PO, INV, and CM. Release 11.5 • Implementation included configuration and customization with country-specific localization extensions to better manage a global operation. Developed customizations for Herbalife Chile and Bolivia, following the directions of Oracle Corporation using Oracle AIM methodology. • Implementation and customization of a new Global Order Capture Model. Defined solution for LATAM Localizations to work with Herbalife International Corporation. • Managed requirements: designed and developed functional/technical statutory requirements presented/displayed to the client accordin

Senior Consulting Manager - Oracle Technology Practice

Deloitte

Jun 2004 - Jun 2006 (2 years 1 month)

At SAT tax collection authority; managed the design and implementation phase for the Shared Service Center operations, including the definition of the services model, organization structure, employees' transition plan, define process splits, performance matrix, competencies model as well as the Oracle Applications implementation of the Shared Services Center, including implementation and testing of GL, AR, AP, CM, Treasury, PO, iExpense, iPayments, OM, INV, PO, Project Costing, Project Billing and HR modules. • Developed conversion, testing, and transition plan, impact analysis, cultural change, leadership plan, and training plan. • Defined the requirements for the implementation of the Service Level Agreements for the Shared Services Cen

Consulting Project Manager - Oracle Enterprise Application

Bearingpoint

Jan 2003 - May 2004 (1 year 5 months)

At the ASA airport authority, managed the implementation of Oracle Financials, and Oracle Supply Chain Management modules, AP, FA, GL, AR, CM, Treasury, Property Manager, OKS, PO, INV release 11i. • Besides the implementation of Oracle Corporate Performance Management, including Oracle Financials Analyzer and Discoverer. Focused on the E-Business integration for the Public Sector. • Responsible for developing a change management engagement, including the definition of the communication plan, risk assessment, contingency plan, training, and support. • Coordinated the analysis and definition of key processes, policies, and procedures for the customer's procurement and revenue cycle. • Provided ongoing system administration support to majo

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Project Manager

SURVALENT Toronto,

Aug 2000 - Dec 2002 (2 years 5 months)

Oracle R11i, modules AR, GL, and AP for the multi-org reporting for CAN and US Set of Books, and definition/testing of key reporting information. • Co-ordinated the architecture of total business integration, converted the accounting systems and processes of two legal entities, including integration of operational requirements, and re-designed the Charts of Accounts. • Suggested standardizing new reporting requirements and reconciled new legal and regional Charts of Accounts structures, besides reorganizing the functions of the Shared Service Center to support the new structure.

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Senior Principal Consultant - Oracle Consulting Services

ORACLE CONSULTING

Mar 1997 - Jul 2000 (3 years 5 months)

For clients such as Nafin, Inbursa, Pemex, Televisa, and Xerox, I was responsible for implementing Oracle Financials ERP, which included configuring and testing for General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management. Additionally, I worked on establishing project standards, defining the conversion process and necessary conversion files, mapping the application flow, and conducting acceptance testing. I also assessed business risks and created and managed project documentation. Furthermore, I improved the business processes related to payables, investments, and credit authorization for Nafin Public Financial Institution. This project included fully implementing Oracle's AIM Method throughout its lifecycl

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