SUMMARY

• CPA with over 20 years of experience in the tax technology world. Experience working with multinational accounting firms to program compliance applications and implement 3rd party software. Ability to utilize my programming background in order to expand the solutions for my clients and differentiate myself from the competition.
• Created various programs utilizing VB.Net, Excel & SQL to assist in process automation, closed loop processing, provision completion, file maintenance, development status/milestone tracking/quality assurance. Creation of customized solutions based on client needs including Excel - based macro solutions for transferring GL data to customized reporting solutions within ONESOURCE products.
• In-depth experience with Visual Basic.NET (Visual Studio environment) & VB 6.0 (database experience with ADO/ADO.NET and ODBC), Visual C++, SQL, SAS. In-depth knowledge and/or use of Microsoft Office (All versions), Cognos, Crystal Reports, Windows (All versions).
• Established department goals and ensured project completion within established deadlines and budgets, conducted performance appraisals and coached employees in all relevant areas of responsibility.

PROFESSIONAL EXPERIENCE

Confidential, Dallas, TX

Senior Manager, Tax Technology & Process Automation

Responsibilities:

• Implementation of Thomson ONESOURCE Tax Provision (OTP) & ONESOURCE Income Tax (OIT) software to comply with ASC 740 (FAS 109) & FIN 48 requirements
• Firmwide lead developer of user-defined ONESOURCE Tax Provision "plug-in" reports utilizing SQL/XML along with XSL stylesheets
• Responsible for making Confidential one of the few accounting firms to implement plug-in reports for ONESOURCE Tax Provision
• Development of currency translation adjustment (CTA) solutions resulting in a "smoothing" of data between GL and provision systems
• Maximize the use of technology in order to provide best-in-class solutions to my clients
• Detailed review of existing client processes to provide multiple avenues and options for improvement
• Development of custom automated business solutions via VB.Net, Excel, SQL & XML (custom applications) to facilitate process improvement/automation including FIN48, stand-alone ASC 740 applications as well as a closed- loop solution for automation GL data load to ONESOURCE Tax Provision.
• Automating data flow from GL to provision systems via enhanced Excel functionality (simple click and run approach, customized metrics to identify new GL accounts, new units, change in balance)
• Implementation and customization of Thomson's Global Access Module (GAM) to enhance corporate remote data collection
• Creation of customized processes for interim provision (FIN18) as well as uncertain tax position (FIN48) tracking and reporting
• Responsible for development of Confidential 's ONESOURCE Tax Provision (OTP) and ONESOURCE Income Tax (OIT) documentation
• Lead trainer for both external and internal ONESOURCE platform sessions (including CPE eligible sessions)
• In charge of overall project management and budgeting, resource management & feedback
• Manage project status of tax technology engagements to identify areas of concern at early stages ensuring established milestones and budgets are not jeopardized
• Act as a tax & technology liaison for clients in order to deliver custom solutions given existing client processes

Confidential, Dallas, TX

Director, Tax & Process Automation

Responsibilities:

• Implementation of Thomson ONESOURCE Tax Provision (OTP) & ONESOURCE Income Tax (OIT) software
• Implementation of Thomson Global Access Module (GAM) to enhance corporate remote data collection
• Review of existing client processes with recommendations for automation/improvement.
• Development of custom automated business solutions via VB.Net, Excel, SQL & XML (custom applications) to facilitate process improvement/automation.
• Development of custom reports utilizing SQL and XML for use within the OTP application.
• Direct report to Confidential & Marsal Tax CFO
• Development of internal automated reporting encompassing staff utilization, division/location performance and personnel review/performance reward calculations

Confidential, Dallas, TX

Manager, Tax & Financial Reporting

Responsibilities:

• Implementation of Thomson ONESOURCE Tax Provision (OTP) & ONESOURCE Income Tax (OIT) software
• Implementation of Thomson Global Access Module (GAM) to enhance corporate remote data collection
• Review of existing client processes with recommendations for automation/improvement
• Development of custom automated business solutions via VB.Net, Excel, SQL & XML (custom applications) to facilitate process improvement/automation
• Development of custom reports utilizing SQL and XML for use within the OTP application
• Act as a tax & technology liaison for clients in order to deliver custom solutions given existing client processes
• Track project status and identify areas of concern with clients and Sirius management

Confidential, Dallas, TX

Manager, Tax Accounting Services Group

Responsibilities:

• Implementation and customization of tax provision software (CORPTAX and Thomson ONESOURCE Tax Provision)
• Develop custom MART workpapers using proprietary CORPTAX tools (VB) based on client requirements
• Manage tasks and responsibilities of team members in order to maintain project deliverables/milestones
• Oversaw the selection process and implementation of a new Human Resources/Payroll system and time card system
• Automated multiple manually prepared reports using SAS/Cognos/Excel
• Completed monthly company performance reports for company officers/board of directors
• Performed quality assurance to ensure the successful implementation of corporate billing/claims systems
• Acted as liaison between corporate management and outside product vendors
• Ensured that internal processes/documentation for project lifecycle/SDLC were followed