Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

Professional Profile

Bharat is an ERP consultant with around 16 years of systems implementation experience, including 15
years of PeopleSoft Financials experience with both commercial and government organizations. He
specializes as a functional and integration lead for Financials/SCM/HCM (Inventory, eProcurement,
Purchasing, Accounts Payable, Accounts Receivables, General Ledger, Commitment Control, Asset
Management, GL, Accounts Receivable, Cash Management, Order to Cash, Deal Management,
Treasury, Supply Planning, SPro, PeopleSoft HCM- HR, Payroll, Travel & Expenses, Benefits and
Treasury modules). He also has significant PeopleSoft technical and testing experience, having served in
a technical lead, developer and testing lead capacities on several projects. Worked on PeopleSoft V9.2
and recently conducted Delta Workshop sessions as part of an upgrade project.

Bharat is very well versed with SDLC, Portal, business analysis, requirement gathering, fit-gap analysis,
project management and has been part of multiple full life cycle implementations. In addition to being an
implementation consultant, Bharat also played the role of On-site project manager as part of the
on-site/off-shore delivery model.

Skills Summary

Applications : PeopleSoft Financials/SCM, Documentum, Application Extender, WebXtender

Software : PeopleSoft 6.0 thru 9.2, People Code, People Tools, Application Engine,
Crystal reports, BI Publisher, Convoy, Visual Basic 3.0, MS Office
Operating Systems : MS DOS, UNIX, MS Windows, Mac OS
Languages : SQR, People Code, JAVA, HTML, C, PL/SQL, UNIX Shell Scripts
Database : Oracle, Sybase, SQL Base, MS SQL Server, MS Access
Version Control Tools : PVCS by Intersolv, Source Safe.
Scheduling Tools : Maestro Scheduler, Autosys, Control M, Process Scheduler
Testing Tools : Mercury Test Director, PeopleSoft UPK

Assignment History (Clients)

US Bank, MN Jan 2022 to Till Now

Role: Lead Functional Consultant/Business Analyst, PeopleSoft FSCM Integration
Modules: PeopleSoft Financials/SCM/ServiceNow/Process Unity

As a functional lead consultant, Bharat is leading the Integration of PeopleSoft with ServiceNow, Process
Unity applications along with the people tools upgrade from 8.47 to 8.57.
 Gather business requirements for PeopleSoft Vendor integration from PeopleSoft to Service now
on the third-party risk management implementation
 Created the specifications to test the tools upgrade from 8.47 to 8.57for all applications
 Created test scripts to test all applications after tools upgrade from 8.47 to 8.57
 Retrofitting completed across multiple custom objects from 8.47 to 8.57
 Designed the technical design documents (AR Augmentation and Validation, Billing
Augmentation and Validation, Generating Invoices, Processing EDI 820 Files, Move project Chart
fields to line Distribution, Customer Refunds, Miscellaneous Online enhancements in Billing and
Accounts Receivables), Duplicate invoice checking, Vertex Interface, Process 1099, AP-HUB-GL
reconciliation, Voucher Approval process, AP approvals in Accounts Payables Module, Chatfield
changes, Combo edit on chart fields in General Ledger modules, Order Management, eSupplier
Connection, Supplier Contract Management
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Designed and developed the interfaces (Requisitions from APS to PSOFT, Purchase Orders from
PS to APS, Requisitions from PS to APS, OUTBOUND Priority One Vendor, Material Transfers
from PS to APS, INBOUND Material Transfer Orders APS to PS, Item Item/Warehouse
Interfaces) in inventory module
 Created design documents on the status changes and end to end process from order
management into inventory
 Completed the Vendor and Voucher workflow configuration for US Bank
 Worked and lead the Crystal reports conversion to BI publisher reports in new tools
 Worked and designed the check printing reports in BI publisher
 Designed the mapping documents and changes to receipts interface from fusion to PeopleSoft
 Worked on the integration broker changes for the new service operation created as part of the
integration
 Worked on the configuration setup/changes for the workflow related to Travel and expenses
module

Nassau, CT May 2021 to Dec 2021

Role: Lead Functional Consultant/Business Analyst, PeopleSoft FSCM Integration
Modules: PeopleSoft Financials/SCM/ServiceNow/Process Unity

 Led a team of 5 off shore technical resources in all phases of Design, Coding, Testing and
Conversion of SAP to PeopleSoft Accounts Payable 8.9.
 Responsible for the review of all Functional Designs and served as the liaison between the
Functional and Technical teams.
 Responsible for the review and approval of all Tech Designs and Development including
Interfaces, Pages, Records, Fields, Translate Values, PeopleCode and Reports.

TriNet, TX October 2019 to April

2021
Role: Lead Functional Consultant/Business Analyst, PeopleSoft FSCM Integration
Modules: PeopleSoft Financials/SCM/ServiceNow/Process Unity

 Served as the Technical Lead for the Implementation and continued customization of HR, Payroll
and Benefits Administration on PeopleSoft 9.2 for TriNet. Developed implementation deliverables
including detailed project plans, System Development Standards and Migration Standards.
 Major Customizations:
 Implemented a Payroll Management system tracked Time Capture at the Business Units, hours
and earnings transmissions to payroll, payroll processing and approval, final payroll confirmation
and outgoing interfaces.
 Converted Tower’s Employee ID from SSN to 5 digit consecutive numbers.
 Implemented an Executive Stock Compensation system that tracked Deferred Stock grants and
taxes.
 Implemented an Absence Management system to track Points per Absence.
 Created multiple 401K Benefit interfaces for weekly payroll, demographic and profit sharing data
and the back feed into PeopleSoft. Created interfaces to Benefit Administrators for Health,
Flexible Spending, Retiree Health and New Hire Health Benefits. Created Payroll interfaces to
banks for Direct Deposit, Positive Pay and Check Reconciliation as well as interfaces to advice/
check printing systems and tax processing systems for payroll taxes.
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Responsible for the design, coding, testing, implementation and documentation of PeopleTools
7.5 customizations including Menus, Components/PanelGroups, Pages/Panels, Records, Fields,
Translate Values & PeopleCode. Was also responsible for creating 200 SQR programs and 600
PeopleSoft queries.
 Participated in each testing cycle, which included Regression, Unit, System/Integration and
Parallel testing. Worked with client project management and functional leads to resolve issues on
multiple concurrent projects resulting all on-time, successful Go-Lives.

LifeSpan, RI June 2018 to September 2018

Role: Lead consultant/Report Writer, InfoR/Lawson/PeopleSoft/ADP
Modules: Payroll, Benefits, HCM

Worked on a short-term contract with Life Span for writing reports in the new cloud INFOR system.
Lifespan is replacing their old HR system, PeopleSoft, Payroll ADP with Infor's Global Human Capital
Management ClouidSuite. Reports created for l Employee/Employment functional HR data –
Compensation (Pay Rates), Salary Structures, Benefit plans, Candidate tracking, Payroll, Employee
Headcount, organizational activity (Terminations, Transfers, Promotions), etc.
Environment: INFOR Cloud, SQL Server, PeopleSoft

PEW Charitable Trusts, DC January 2017 to May 2018

Role: Lead Functional Consultant, PeopleSoft FSCM Integration
Modules: OM, INV, PO, ePro, BI, Order to Cash, AP, AR, GL, KK, CRM, Travel and Expenses

As a functional lead consultant, Bharat is leading the Integration of PeopleSoft Order management with
Salesforce, Oracle CPQ, and Oracle Fusion. PEW replacing PeopleSoft CRM module with PeopleSoft
order management 9.2 and integrating with Salesforce, Oracle CPQ, Oracle Fusion. In this role, Bharat’s
primary responsibilities are:
 Gather business requirements for ePro, sPro, PO, Order to Cash, Inventory, AM and supporting
purchasing modules
 Served as the subject matter expert for PeopleSoft Order to Fulfillment process for the US
 Created the design documents for Drop Ship, Make to order, non-pride drop ship
 Worked on the design specifications of how to submit bids, how to create/review expense reports,
payment details, work orders and timesheets under sPro module
 Responsible for providing the necessary application software requirements fit/gap and design for
Order to Fulfill modules in PeopleSoft for US side of the business
 Evaluated the gaps between US and Canadian business requirements in PeopleSoft 9.2
functionality to provide workarounds for the users
 Configured the travel and expenses module for PEW and PRC business units which includes the
following
1. Defined the level of authority to approve the expenses
2. Created the roles that needs to be attached to workflow setup
3. Workflow configured to receive the email notifications based on the approval setup
 Solved complex gap analysis through system configuration and/or potential workarounds
 Lead Fit/Gap sessions with the users to present the workaround options
 Documented the To Be Process flows for fulfillment to 3PL’s, create order, create customer
 Coordinated with Order to Fulfill Lead to ensure project delivery and escalate issues when
required
 Collaborated with project team to solve business and technical problems
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Worked on the design documents for integration between sales force, CPQ and PeopleSoft
 Worked on the design documents for the changes on sales order load, sales order changes,
order acknowledgements, Active shipping notice changes
 Worked on the requisition information flowing from PeopleSoft into fusion

Integris Health, OK October 2015 to Dec 2016

Role: Lead Functional Consultant, PeopleSoft FSCM Upgrade
Modules: CM, PC, CA, AM, AP, EX, GL, AR, BI, Order to Cash, Supply Planning

As a functional lead consultant, Bharat is leading the upgrade of ePro, Order to Cash, AR, AM, Billing,
AP, Inventory, Supply Planning and supporting purchasing module. The client is a leading health care
provider. The project is a full-scale PS 9.2 upgrade along with People Tools from 8.54 to 8.56 upgrade
with all the core financials modules. In this role, Bharat’s primary responsibilities are:

 Gather business requirements for ePro, AR, AM, Billing, AP, Inventory and supporting purchasing
modules
 Performed the fit-gap analysis between the client’s current system and the PeopleSoft 9.2
features
 Completed the setup and configuration for Inventory, eProcurement and Purchasing modules
 Completed the fit-gap analysis for Inventory module from 9.1 to 9.2
 Retrofitted the custom objects from 9.1 to 9.2
 Upgraded the tools from 8.54 to 8.56
 Worked on the expense issue returns, express putaways, par locations under inventory module.
 Prepared UAT master plan, scripts and guide the end users for UAT
 Prepared user manual for all the new business processes
 Designed solutions for identified Gaps – interfaces, process changes and customizations
 Designed the training materials, training schedule
 Designed the functional specifications for all customizations
 Setup completed for Material plans, capacity plans under supply planning module
 Setup completed in Asset Management for the books, depreciation limits and accounting entry
templates etc.
 Setup completed for Categories, sub types, convention builders and profiles in Asset
Management
 Setup completed for open period mass updates, Location, schedules and table setids in Asset
Management
 Created the configuration design document and mapping document for AM conversion to
PeopleSoft
 Helped the users to coordinate the conversion from Lawson to PeopleSoft along with functional
and technical team members
 Setup Installation Options in Asset Management module
 Setup and tested the AWE Workflow in 9.2
 Worked extensively on fixed assets and composite assets
 Involved in end to end testing of the PeopleSoft AM module
 Performed system security configuration
 Prepare Cut-over strategy and support Go-Live
 Provide post-production support

Allegis Group, MD October 2014 to September 2015

 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

Role: Lead Functional Consultant, PeopleSoft FSCM

Modules: CM, PC, CA, AM, AP, EX, GL, AR, BI, DM, Order to Cash, Supply Planning

As a functional lead consultant, Bharat is leading the implementation of Inventory, ePro, PO, AR, AM,
Billing, Supply Planning, Deal Management, Cash Management module and supporting Accounts
Payable module. The client is a leading consulting services provider and has global presence. The project
is a full-scale PS 9.2 implementation with all the core financials modules. They are replacing the legacy
Mainframe system. In this role, Bharat’s primary responsibilities are:

 Gather business requirements for Inventory, ePro, PO, AR, AM, Order to Cash, Billing, Deal
Management, Cash Management, Supply Planning and AP modules
 Conduct discovery sessions and identify Fit/Gaps
 Design solutions for identified Gaps – interfaces, process changes and customizations
 Prepare bank integration strategy and work with all the banking partners and client’s technical
team to implement bank integration
 Designed the custom travel and expenses reports as per the client requirements
 Setup and test integration with both US and Canadian banks
 Setup and tested the AWE Workflow
 Prepare strategy and design integrations between various legacy source systems to and from
PeopleSoft
 Worked on the end to end tools upgrade of 8.54 to 8.55
 Prepare Test Plan and test scripts
 Configured the processes for Inventory updates and purchasing updates under supply planning
module
 Configure PeopleSoft AM, AR and Billing Modules
 Design and customize PeopleSoft as a central “bank reconciliation” system and perform
reconciliation for all transactions across the organization
 Created the functional specifications for Processing EDI 820 Files, Customer Refunds,
Miscellaneous Online enhancements in Billing and Accounts Receivables
 Document business processes and train users on new processes
 Extensive use of Financial Gateway
 Prepare Cut-over strategy and support Go-Live
 Provide post production support

Lincoln Financials Group, NC May 2014 to September

2014
Role: Lead Functional Consultant, PeopleSoft FSCM
Modules: Inventory, ePro, PO, AR, BI, CM, AP, DM, Order to Cash

As a functional lead consultant, Bharat is leading the implementation of Inventory, ePro, Order to Cash,
PO, AR, AM, Supply Planning, Billing and supporting Account Payable module. LFG is upgrading (re-
implementation) their PeopleSoft Financials from V8.4 to V9.2. In addition to upgrading the existing
Financials modules, they are also implementing Cash Management. Bharat is responsible for following
tasks:
 Gather business requirements for Inventory, ePro, PO, AR, AM, BILLING, Deal Management,
Cash Management and AP modules
 Conduct discovery sessions and identify Fit/Gaps
 Design solutions for identified Gaps – interfaces, process changes and customizations
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Prepare bank integration strategy and work with all the banking partners and client’s technical
team to implement bank integration
 Prepare Test Plan and test scripts
 Configure PeopleSoft AR, BI, CM and AP modules
 Setup and tested the AWE Workflow
 Created the functional specification to customize the Billing Finalization program BIIF001.
 Gathered the requirements for the Invoice printing
 Designed custom solution and test it for reconciling 3rd party transactions in PeopleSoft
 Documented business processes and train users on new processes
 Configured and tested AP integration with Financial Gateway

Enterprise Community Partners, MD August 2013 to April 2014

Role: Lead Functional Consultant, PeopleSoft FSCM/HCM
Modules: Inventory, Benefits, AP, GL
As a SME, lead the day to day production support of PeopleSoft FSCM/HCM modules.

 Conducted Discovery meetings with the users to identify and document business requirements
 Conducted Fit/Gap analysis review meetings and documented the results
 Extensively worked in designing solutions for 3rd party system integrations and external Bank
integrations
 Designed solutions for identified Gaps, including process changes and system customizations
 Reviewing fit-gap document with business process owners
 Developing functional specifications based on the gaps identified
 Created the functional specifications required for the payroll interface program changes
 Test scripts created for the testing the payroll changes in HCM
 Production support for the existing system
 Acted as onsite lead and worked with offshore system on regular issues with in peoplesoft

AGL Resources Inc, GA April 2012 to February 2013

Role: Lead Functional Consultant, PeopleSoft FSCM
Modules: Inventory, CM, AP, GL, EX, SC, AR, BI, Deal Management, ePro, PO, e-Billing
As a PeopleSoft FSCM SME worked on multiple projects including implementation and integration of
additional Business Units into CM, Document imaging and storage solution for AP Invoices, Expense
reports and Supplier Contracts, Change of Banks and PS Upgrade to V9.1

PS V9.2 Upgrade project

 Conducted V9.2 Delta workshop sessions for Inventory, ePro, PO, Order to Cash, CM, AR and BI
modules
 Lead discovery sessions to analyze existing customizations and new functionality in V9.1
 Analyzed compare reports between existing PS database and V9.1

Bank Change project

 As part of an initiative to change existing banking counterparty, lead sessions to analyze the impact
on PeopleSoft and to come up with solutions
 Involved in planning and co-ordination of activities that need to be carried out across multiple
modules
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Involved in mapping existing bank accounts to new bank accounts and to come up with a bank
account structure in order to increase operational efficiency
 Facilitated all the planning and design meetings with the bank
 Setup and tested the AWE Workflow
 Responsible for configuration and design changes to CM module because of the bank change.
 Designed functional specifications, testing strategy and test scripts
 Designed a solution for multi-bank reporting and issues around differences in Canadian and US Bank
holidays

Document Imaging and Storage project

 Involved in designing a solution to scan and store AP Invoices, Expense reports and Supplier
Contract documents
 Solution involved creating bar code reports, setting up integration between PeopleSoft and document
storage system (Documentum), creation of indices and exchange of Metadata information.
 Designed the solution to be able to view electronic image of a document in real-time from PS
 Designed and coded enhancements to establish hierarchy within Supplier Contract Documents
 Facilitated planning and design sessions between multiple business units and 3 rd party imaging
vendor
Cash Management/Financial Gateway implementation project
 Acted as the Lead for Cash Management implementation including Design, Configuration, Test and
Deploy
 Created Design, Configuration and Testing Strategy documents
 Implemented additional Business Units in CM as part of an Acquisition
 Setup Financial Gateway to process all outbound payments from PeopleSoft
 Designed and configured custom security within Cash Management
 Setup rules for automatic reconciliation and automated accounting from CM to GL
 Configured bank statement processing to create AR Deposits from bank statements
 Responsible for configuring GL module to successfully post all the sub-system transactions
 Designed solutions and developed reports to assist the users in reconciling GL to sub-modules and to
the bank
 Configured Bi-lateral Netting
 Created detail design documents and worked with the offshore team for development

Foot Locker, PA April 2011 to March 2012

Role: Team Lead, PeopleSoft FSCM/HCM
Modules: Inventory, AP, PO, ePro, TR, AR, BI, Order to Cash, GL, KK, AM, HR, Payroll, Ben Admin
As the Team Lead, Bharat’s primary responsibility is to manage the PeopleSoft FSCM functional team
which includes FTEs and contractors. He is responsible for the support and implementation of new
functionality for the financial system. In addition to managing the team, Bharat is hands-on and is also the
primary contact person for Streamlined Banking process (Cash Management) and Accounts Payable
support. Some of his responsibilities include:

 Lead the PeopleSoft functional team to provide adequate support and ensure that the system is
functioning as designed
 Lead the financials upgrade project from V9.0 to V9.1
 Consult with various State agencies to streamline their business processes and thereby reducing the
number of customizations to PeopleSoft
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Act as the primary liaison between PeopleSoft functional and technical teams
 Re-design the Streamlined Banking process which includes changes to Inventory, AP, TR, Order to
Cash, AR, HR, Payroll and GL modules in order to improve cash availability and cash forecasting
capabilities for the State
 Lead the Financial Gateway implementation project
 Setup and tested the AWE Workflow
 Define and lead the business process testing initiative
 Work with the PMO office in setting up standards and methodology
 Coach the team as needed in writing functional specs, technical specs and test plans

University of California at SFO, CA May 2009 to March 2011

Role: Team Lead, PeopleSoft Financials
Modules: AP, PO, TR, AR, BI, GL, Epro, Order to Cash, Inventory
Bharat’s primary role on this project is to assist the Director of PeopleSoft Systems in establishing proper
methodology and its governance. In this role, he is responsible for the support and implementation of new
functionality for all the PS financials modules. Some of his responsibilities include:

 Lead a team of technical developers and business analysts

 Primary support responsibility for PeopleSoft Accounts Payable and Cash Management modules
including bank integration and financial gateway
 Lead the bank integration project with a new banking partner
 Establish development and testing standards
 Establish and document business processes around Bank Reconciliation, AP Voucher approval and
check printing
 Design and assist the financial reporting team with Treasury Debt Management reports

Integrys Group, IL July 2007 to April 2009

Role: Functional Team Lead/PeopleSoft SME
Modules: AP, Cash Management, Bank Reconciliation, Order to Cash, Financial Gateway (PS
Version 9.0), AR, BI
Bharat was brought over as a SME onto the PeopleSoft Financials project. His primary responsibilities
include:

Phase I – AP, Cash Management, Financial Gateway, Banking Interfaces

 Re-engineer and align City’s business processes to suit PeopleSoft’s financials modules particularly
Cash Management and Bank integration.
 Designed and tested custom workflow rules for Vouchers.
 Design and document business processes around using Bank Reconciliation and financial gateway.
 Configure Financial Gateway to process TR, AP and external payments
 Configure bank accounts and bank reconciliation rules
 Configure bank statement accounting as needed
 Perform Book to Bank reconciliation
 Design, develop and test custom Cash Position/Forecast worksheet
 Design and test a custom interface to load Payroll transactions into PeopleSoft for reconciliation
 Prepare training material and provide training to the users
 Co-ordinate issues with the bank and resolve them
 Prepare testing strategy, test scripts and execute them as part of system and user acceptance testing
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Co-ordinate and lead financial gateway and bank integration testing with various banks

Phase II – AR, BI, Cash Management, Banking Interfaces, Reports

 Involved in Analysis, Design, Testing and Implementation phases of AR/BI modules

 Lead Fit/Gap sessions as part of the implementation
 Worked on AR/BI – Cash Management integration
 Design and configure bank reconciliation rules for AR
 Lead the interfaces and conversion teams
 Design and test custom interface to load AR Deposits and Direct Journals into PeopleSoft from
external systems
 Test and Implement Lockbox interface from the bank
 Design, test and implement AR Customer and AR Open Item Conversion
 Designed and developed a spreadsheet upload mechanism to load AR Deposits and Direct Journals
 Involved in security setup for AR/BI modules
 Design and test custom reports
 Design and test customization of PS delivered Invoice, Dunning Letter and Customer Statement
 Involved in the setup of batch processes for AR/BI modules

CVS Pharmacy, RI February 2007 to June 2007

Role: Functional Team Lead
Modules: Inventory, AP, PO, AM, ePro, Bank Reconciliation (PS Version 8.9)
Bharat is involved as the Inventory/AP/PO/ePro Team Lead in a PeopleSoft Financials implementation
project for the State of Indiana. His primary responsibilities include Configuration, design and testing of
various financials modules with emphasis on Accounts Payable, eProcurement and Bank Reconciliation.
Bharat’s responsibilities on the project include:

 Conduct discovery meetings with the client personnel and document the findings as part of the
Design document
 Prepare a detailed Design document
 Configure Accounts Payable and eProcurement modules for Auditor of State
 Prepare Configuration document
 Prepare data Conversion strategy for Vendors, Outstanding Warrants and open Purchase Orders
 Write conversion functional specs
 Design and configure Bank Reconciliation process
 Design a custom process to load Bank Statements
 Design custom processes for Warrant cancel and re-issue, Escheatment of Warrants and loading
external payments into PeopleSoft via Payments Interface
 Design and configure custom Bank Account Security
 Configure custom Paycycle steps
 Define testing strategy and prepare test scripts using PeopleSoft’s UPK tool
 Conduct system, integration and user acceptance testing workshops
 Assist in preparing training materials and conduct training sessions to the end users
 Prepare a detailed Production Cutover Task list and execute all the tasks to prepare for go-live
including data conversion
 Prepared a prototype of the Treasury module and presented it to the client
 As part of Treasury prototype prepared Bank Integration strategy, configured Financial Gateway,
Bank Reconciliation, CPW and Deal Management
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

Citi Group, NJ August 2006 to January 2007

Role: Lead Functional Consultant
Modules: Treasury - Cash and Deal Management (PS Version 8.8)
Bharat is involved as Lead Functional consultant in a PeopleSoft Treasury (Cash Management and
Deal Management) implementation project. In addition, he also acts as the Treasury System Testing
Coordinator and Development Lead. His responsibilities include:

 Conduct Fit/Gap Analysis meetings.

 Conduct discovery meetings with the client personnel and document the findings as part of the
Conceptual Design document.
 Prepared detailed project plan for the various stages of Treasury implementation.
 Lead client staff in re-engineering their business processes to better align with PeopleSoft.
 Involve in configuring Cash Management and Deal Management modules.
 Prepared a prototype and conducted CRP sessions.
 Prepare Detail Design for all the business processes that were identified during the discovery
meetings and conceptual design phase.
 Prepare Functional Specifications for all the Treasury enhancements, interfaces, conversions and
reports.
 Review and approve Technical Design Specifications.
 Participate in formulating technical development standards, database instance strategy and object
migration strategy.
 Responsible for establishing communication with the Banks and to develop detailed specifications for
Bank Interfaces including Bank Statement Load and processing EFT/wire transfers.
 Involve in configuring and setting up Bank Reconciliation to reconcile bank statements.
 Design and Develop Cash Position and Cash Forecast Worksheets.
 Responsible for functionally testing all the Treasury customizations and to ensure that the system is
designed, configured and developed per client requirements.
 Develop system testing domain for Treasury and write test scripts.
 Lead the system testing execution effort and also defect resolution.
 Train the client and consulting team members in using various PeopleSoft tools and testing tools.
 Lead the data migration effort including preparing strategy, writing data mover scripts and executing
them.
 Analyze dependencies and prepare batch scheduling schema for Treasury processes.
 Resolve any inter-module design issues between Treasury and other PeopleSoft modules.
 Involved in the design and development of a custom GL Allocation process to allocate interest earned
by Treasury to various agencies.

Hawaiian Telecom/Bearing Point., CO November 2005 to July 2006

Role: Functional Consultant
Modules: Treasury – Cash, Deal and Exposure Management. (PS Version 8.4)
Bharat was involved as a Functional consultant in a PeopleSoft Treasury (Cash Management, Deal
Management, and Exposure Management) implementation project for an insurance company. As part of
the Treasury implementation team, Bharat has

 Involved in System Configuration and Prototyping efforts.

 Served as a liaison between the Functional and Technical teams.
 Reviewed and provided guidance to the technical team for efficient design and development of
interfaces, reports and data conversions.
 Bharat Katta

Phone: 607.684.0116
Email: bkkatta@gmail.com

 Involved in designing and building a complete custom module within PeopleSoft to manage client’s
Risk (Exposure Management).
 Involved in the design and development of Cash Position Worksheet.
 Designed a strategy to load BAI files from banks into PeopleSoft.
 Built custom programs to parse BAI files and load into PeopleSoft.
 Involved in system, integration and user acceptance testing phases. Resolved test defects.

Kendle International, OH March 2005 to November 2005

Role: Functional Consultant
Modules: AP, PO, AM, T&E
Bharat was involved as a functional consultant in a PeopleSoft Financials implementation project for a
bank. As the implementation team member, his responsibilities included

 Designed and developed interface programs from external systems into PeopleSoft and vice-versa
 Designed a process and wrote functional specifications to create a custom process to load Vouchers
into AP.
 Involved in designing the vendor conversion process from legacy system into PS AP
 Designed and wrote functional specs to create custom EFT file formats.
 Analyzed the delivered AP to AM interface and customized per client’s requirements.

State of OH, OH June 2003 to February 2005

Role: Techno/Functional consultant
Modules: AP, GL, Epro, PO
Bharat was involved as a Techno/Functional consultant in a PeopleSoft implementation project for State
of Ohio. Bharat’s responsibilities included the following:

 Involved in Assess, Design, Build and Implementation phases of a Global financials project
 Conducted assessment sessions to analyze client’s requirements and prepared assessment
workbooks
 Involved in setting up AP vendors and in designing vendor email notification process
 Involved in setting up Pay cycle, payment methods and printing checks
 Analyzed client’s reporting requirements and prepared reporting assessment document
 Prepared Interface and Report templates and design specifications
 Involved in identifying, designing and building various customizations to accommodate client
requirements
 Extensively involved in debugging and solving system test problems
 Involved in designing PeopleSoft security and prepared security matrix

Education
Bachelor of Technology in Electrical Engineering