Senior PeopleSoft Financials Reporting Analyst

Posted 3 Days Ago
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Austin, TX, USA
In-Office
Senior level
Artificial Intelligence • Information Technology • Professional Services • Consulting
The Role
Design, develop, and maintain PeopleSoft Financials reports using Query Manager, BI Publisher, and SAP BusinessObjects. Translate business requirements to technical specs, optimize query performance, ensure security and WCAG 2.1 compliance, support upgrades/patches, perform testing (UAT/regression), provide Level 2 support and documentation, and collaborate with functional owners and Tier 3/managed services for statewide CAPPS reporting.
Summary Generated by Built In

Position Requirements. The CPA Work includes, but is not limited to, the following:

·       Performing highly advanced (senior-level) consultative services and functional assistance work related to supporting the CAPPS Program.

·       Develop, modify, and maintain reports using PeopleSoft reporting tools, such as:

·       Query Manager / Query Viewer

·       BI Publisher (XML Publisher)

·       PS/Query expressions and complex joins

·       Develop, modify, and maintain reports using CPA-provided tools such as SAP Business Objects.

·       Translate business requirements into technical specifications, ensuring reports align with statewide policy, regulatory requirements, and agency‑specific needs.

·       Work closely with functional analysts and business owners to gather report requirements, validate logic, and ensure accuracy of data sourced from PeopleSoft tables and views.

·       Create and maintain report templates, layouts, and bursting setups (BI Publisher), ensuring consistency with statewide branding and accessibility standards.

·       Analyze PeopleSoft data structures, including table relationships, keys, and effective‑dating rules, to ensure correct data extraction.

·       Optimize report performance, including tuning queries, indexing recommendations, and improving runtime for high‑volume statewide datasets.

·       Support reporting during upgrades, patches, and project releases, including impact analysis, remediation of broken reports, and migration coordination through environments.

·       Ensure data security and compliance, making sure reports respect row‑level and role‑based security, sensitive data handling rules, and statewide privacy standards.

·       Produce documentation, such as report inventories, design specifications, data dictionaries, run instructions, and test plans.

·       Participate in system testing, including UAT and regression testing, focused on data integrity and report output accuracy.

·       Provide end‑user support, training, troubleshooting, and resolution for reporting issues across agencies or statewide users.

·       Collaborate with Managed Services Tier 3 support staff on integration points, data fixes, audit reports, and cross‑module reporting needs.

o  Planning, designing, developing, implementing, supporting, and maintaining the information technology security measures to safeguard system information.

·       Responsible for project-level participation, including, but not limited to:

o  Expansions that include additional module implementations or enhancements for agencies

o  Cyclic processes such as fiscal year-end, calendar year-end, State of Texas legislative changes, federal mandates, and third-party integrations.

o  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 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 validating 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.

·       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.



II.  CANDIDATE SKILLS AND QUALIFICATIONS

Minimum Requirements:
Candidates that do not meet or exceed the minimum stated requirements (skills/experience) will be displayed to customers but may not be chosen for this opportunity.
Years
Required/Preferred
Experience
8
Required
Extensive Texas public sector experience, directly working for or supporting a Texas state government agency
8
Required
Extensive experience in reporting support for the financial modules in PeopleSoft Financials version 9.2
8
Required
Extensive knowledge and understanding of State of Texas applicable policy.
8
Required
Extensive knowledge of Financials Table Entity Relationship Diagrams.
8
Required
Experience preparing WCAG 2.1-compliant materials for distribution.
8
Required
Experience designing, executing, and documenting structured UAT and regression testing for reporting impacts during upgrades, PUM cycles, or patch deployments.
8
Required
Experience in interpreting contractual language and integrating it into daily workflows, while consistently holding vendors accountable to contractual requirements
8
Required
Extensive knowledge of/experience with data integration, data quality, and SDLC processes and methodologies
8
Required
Experience developing or supporting cross module reports that incorporate data from GL, AP, PO, AM, IN, T&E, PC, or related modules.
8
Required
Extensive experience analyzing PeopleSoft FSCM data structures, including effective dating rules, table relationships, and multi row logic, to support complex statewide reporting requirements.
8
Required
Experience writing CAPPS Complex reports using SAP Business Objects.
3
Required
Experience with CAPPS Central production and expansion functional support activities for more than 100 agencies and 5 Hub instances.
3
Required
Knowledge of Information Technology Infrastructure Library 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
4
Preferred
CPA experience participating in Fiscal Year-End processes specific to reorganizational changes and legislative mandates for CAPPS
4
Preferred
CPA experience performing customer-facing responsibilities in support of the CAPPS expansion efforts for Central and Hub agencies


OTHER SPECIAL REQUIREMENTS

·       Have experience in gathering business requirements for large projects

·       Work independently in a diverse team environment with on-site and remote team members.

·       Have strong written, verbal, and interpersonal communication skills.

·       Have knowledge of project management methodologies.

·       Have knowledge of technical and functional attributes of Oracle PeopleSoft.

·       Have problem-solving skills and the ability to multitask with readiness to put in extra efforts when necessary.

·       Have experience with Agile and other SDLC methodologies.

·       Have experience with ITIL methodologies.

·       Have experience with or knowledge of information security frameworks (i.e., NIST).



Skills Required

  • Extensive Texas public sector experience supporting Texas state government agencies.
  • Extensive experience in reporting support for PeopleSoft Financials version 9.2.
  • Extensive knowledge and understanding of State of Texas applicable policy.
  • Extensive knowledge of Financials Table Entity Relationship Diagrams.
  • Experience preparing WCAG 2.1-compliant materials for distribution.
  • Experience designing, executing, and documenting structured UAT and regression testing for reporting impacts.
  • Experience interpreting contractual language and integrating it into daily workflows, holding vendors accountable.
  • Extensive knowledge of/experience with data integration, data quality, and SDLC processes and methodologies.
  • Experience developing or supporting cross-module reports incorporating GL, AP, PO, AM, IN, T&E, PC, or related modules.
  • Extensive experience analyzing PeopleSoft FSCM data structures, including effective dating rules, table relationships, and multi-row logic.
  • Experience writing CAPPS complex reports using SAP BusinessObjects.
  • Experience with CAPPS Central production and expansion functional support activities for more than 100 agencies and 5 Hub instances.
  • Knowledge of ITIL principles and practices for ITSM and ITAM.
  • CPA experience participating in Fiscal Year-End processes specific to reorganizational changes and legislative mandates for CAPPS.
  • CPA experience performing customer-facing responsibilities in support of CAPPS expansion for Central and Hub agencies.
  • Experience gathering business requirements for large projects.
  • Ability to work independently in a diverse team environment with on-site and remote members.
  • Strong written, verbal, and interpersonal communication skills.
  • Knowledge of project management methodologies.
  • Knowledge of technical and functional attributes of Oracle PeopleSoft (including Page and Field Configurator, Drop Zones, Event Mapping, Page Composer).
  • Problem-solving skills and ability to multitask; willingness to put in extra effort when necessary.
  • Experience with Agile and other SDLC methodologies.
  • Experience with or knowledge of information security frameworks (e.g., NIST).
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The Company
HQ: Duluth, GA
Year Founded: 2003

What We Do

Novalink Solutions LLC is a global consulting, engineering, and AI product development company specializing in information technology and telecommunications. They provide AI-powered products, automation platforms, intelligent workflow systems, IT consulting, managed engineering, and staff augmentation services.

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