CAPPS Financials Accounts Receivable Analyst (PeopleSoft FSCM version 9.2)

Role: CAPPS Financials Accounts Receivable Analyst (PeopleSoft FSCM version 9.2)

Location: Austin, TX (Hybrid)

Duration: Long Term

Responsibilities:

• Performing highly advanced (senior-level) consultative services and functional assistance work related to supporting the CAPPS Program.
• Responsible for functional CAPPS Accounts Receivable (AR) and Cash Receipts (CR) module subject matter expertise, including, but not limited to:
  • Module Coordination and Expertise
  • Production Support and Issue Resolution
  • Configuration and Maintenance
  • Business Process Leadership
  • Change Management and Enhancements
  • Testing (Functional and UAT coordination)
  • Integrations with other Modules
  • Compliance and Policy Alignment
  • Training and User Support
  • Reporting and Analytics
  • Release Management and Patch Release
• Responsible for functional configuration skills, including, but not limited to:
  • Setting up AR Business Units
  • Defining Customer Master Data and Customer Groups
  • Configuring Payment Methods and Payment Terms
  • Setting up Entry Types, Entry Reasons, and Distribution Codes
  • Configuring Accounting Rules and ChartField Defaults
  • Defining Aging IDs and Collection Rules
  • Setting up Item Groups and Item Types
  • Configuring Receivable Update and Posting Options
  • Defining Write-Off and Adjustment Rules
  • Configuring Collection Processes
  • AR Security Roles and User Access knowledge
  • Loading CAPPS – Cash Receipts
  • Process Receipts
  • CR Definition setup, Fee Codes Reference Types and Fee Codes Maintenance
  • Integration with Cash receipts, Accounts Payable, Purchasing, Asset Management, and Project Costing
• Responsible for technical skillsets for applicable tools, including, but not limited to:
  • Understanding Application Designer (records, fields, pages, components)
  • SQR and BI Publisher report customization
  • SQL Proficiency
  • Understanding of PeopleSoft security, inclusive of State of Texas multitenancy requirements
  • Planning, designing, developing, implementing, supporting, and maintaining the information technology security measures to safeguard system information.
• Responsible for monitoring all CAPPS AR batch jobs, including, but not limited to:
  • Tracking job schedules
  • Monitoring job execution
  • Detecting and responding to failures
  • Validating output
  • Managing dependencies
  • Performance tuning
  • Documentation
  • Proper communication and escalation
  • Ensuring compliance when schedules must be altered
• Responsible for tools and environment knowledge, including, but not limited to:
  • PUM (PeopleSoft Update Manager) and Change Assistant
  • Fluid UI changes and page navigation
  • Lifecycle management and selective adoption
  • Elasticsearch/Search Framework
  • Data migration and compare reports
• Responsible for cross-functional collaboration, including, but not limited to:
  • Strong problem-solving and troubleshooting
  • Requirements gathering for applicable break/fix or system enhancements
  • Documentation and testing (UAT, regression testing)
  • Incident management in systems like ServiceNow and BOSSDesk, with the ability to keep multiple systems synchronized with timely updates
  • Communication skills when working with policy personnel, other analysts, 100+ agencies, and our Managed Services Tier 3 vendor.
• Understanding and accounting for interdependence on legacy systems (USAS, TINS, etc.).
• Providing structured cross-training to support junior analyst capability growth.
• Providing comprehensive training and support to agency personnel in accordance with established requests and organizational requirements
• Responsible for project-level coordination and participation, including, but not limited to:
  • Expansions that include additional module implementations or enhancements for agencies
  • Understanding and accounting for interdependence on legacy systems (USAS, TINS, etc.).
  • Cyclic processes such as fiscal year-end.
  • State of Texas legislative changes, federal mandates, and third-party integrations.
  • Performs all duties following CPA’s processes, policies, and procedures within project scope and on schedule in accordance with milestones, deliverables, and due dates.
• Responsible for coordination of the Fiscal Year-End, including but not limited to:
  • Planning, scheduling, and communicating
  • Reconciliations and Verifications
  • System Configurations and Maintenance
• Responsible for the CAPPS Financials functional design phase, which includes creating and/or reviewing Functional Design Documents (FDDs), performing functional configuration system changes, and other functional activities assigned. Functional configurations include, but are not limited to, PeopleSoft delivered features (e.g., Page and Field Configurator, Drop Zones, Event Mapping, Page Composer, and others).
• Performs all duties following CPA’s processes, policies, and procedures within project scope and on schedule in accordance with milestones, deliverables, and due dates.
• Provides Level 2 Service Desk support, including complex ticket handling, advanced troubleshooting, clear documentation, and basic system configuration, all following established, auditable processes in coordination with a Managed Services vendor responsible for Tier 3 work.
• Responsible for ensuring that all digital products and content meet WCAG 2.1 accessibility standards. This includes maintaining perceivable, operable, understandable, and robust experiences for all users, regularly reviewing content for compliance, and implementing updates or remediation whenever accessibility issues are identified.
• Works under minimal supervision, relying on experience and judgment to plan and accomplish goals, independently performing a variety of complicated tasks.  Established processes and procedures must be followed.
• Responsible for overseeing and acting as the first line of support to ensure that only accurate data is produced, security, including multi-tenancy, is enforced, that the system performs efficiently, and that all applicable policies are enforced.
• Performs all work in accordance with Information Technology Infrastructure Library (ITIL) principles and practices for IT activities such as IT service management (ITSM) and IT asset management (ITAM) that focus on aligning IT services with the needs of the business.
• Actively participates in CPA’s Major Incident Management (MIM) process for P1 and P2 incidents according to module responsibilities.
• Participates in Disaster Recovery and Upgrade Testing activities.
• Makes presentations at CAPPS User Groups and the CAPPS Steering Committee as requested.
• Participates as directed in an annual SOC-1 attestation audit designed to ensure that controls are effectively designed and operated to ensure the accuracy and security of all information contained/processed via CAPPS. Any enhancements, process changes, or system fixes consider security, availability, processing integrity, confidentiality, and privacy as solutions are suggested, approved, and implemented.
• Performing other related Work as assigned.

Minimum Requirements:

Required Experience

• 15+ years of experience performing PeopleSoft system configuration changes.
• 12+ years of extensive knowledge and understanding of State of Texas applicable policies.
• 12+ years of technical expertise with PeopleSoft Application Designer, Integration Broker, SQR, SQL, BI Publisher, SAP BusinessObjects, and related technologies.
• 12+ years of experience supporting the Accounts Receivable/Billing non-core module in PeopleSoft FSCM 9.2.
• 10+ years of experience supporting and overseeing batch processing, including Run My Jobs (RMJ).
• 10+ years of knowledge of security best practices, NIST standards, and multi-tenancy for statewide ERP environments.
• 10+ years of experience supporting 30+ Texas State Government agencies in a large public-sector environment.
• 10+ years of experience creating and managing strategic roadmaps, planning initiatives, and cross-functional collaboration.
• 10+ years of experience with PeopleSoft Update Manager (PUM), Fluid UI, and Elastic Search.
• 10+ years of functional project management experience supporting the CPA CAPPS program.
• 10+ years of experience providing Tier 2 Service Desk support in coordination with Managed Services vendors providing Tier 3 support.
• 10+ years of experience managing Priority 1 and Priority 2 incidents through the Major Incident Management (MIM) process.
• 10+ years of experience participating in Disaster Recovery (DR) planning and exercises.
• 10+ years of experience preparing and delivering executive-level presentations.
• 10+ years of experience supporting the CAPPS Financials Tower in PeopleSoft FSCM 9.2.
• 10+ years of experience in requirements gathering, analysis, design, development, testing, and implementation for two or more statewide systems including CAPPS, TINS, SPA, and USAS.
• 10+ years of experience planning and coordinating statewide Fiscal Year-end processes.
• 8+ years of experience gathering and presenting information for audits and open records requests.
• 8+ years of experience interpreting contractual language, integrating contractual requirements into business operations, and managing vendor compliance.
• 8+ years of experience preparing WCAG 2.1-compliant documentation and materials.
• 8+ years of experience supporting the General Ledger/Commitment Control core module in PeopleSoft FSCM 9.2.
• 8+ years of experience supporting the Asset Management core module in PeopleSoft FSCM 9.2.
• 5+ years of experience supporting the CAPPS Financials Accounts Receivable/Billing module.
• 5+ years of experience supporting the CAPPS Financials Cash Receipts module.
• 3+ years of knowledge and experience applying ITIL principles and best practices for IT Service Management (ITSM) and IT Asset Management (ITAM).

Preferred Experience

• 12+ years of experience supporting the Accounts Payable (AP) core module in PeopleSoft FSCM 9.2.
• 12+ years of experience supporting the Purchasing/eProcurement core module in PeopleSoft FSCM 9.2.
• 10+ years of experience supporting CPA legacy Statewide Financial Systems production environments.
• 6+ years of experience supporting the Inventory non-core module in PeopleSoft FSCM 9.2.
• 6+ years of experience supporting the Strategic Sourcing non-core module in PeopleSoft FSCM 9.2.
• 6+ years of experience supporting the Travel & Expense non-core module in PeopleSoft FSCM 9.2.
• 6+ years of experience supporting the Project Costing non-core module in PeopleSoft FSCM 9.2.