Professional Summary

• Full project lifecycle planning, governance, leadership, and management capabilities for single to multi-phase, multi-million dollar software development, projects where the end products has been used by the world's highest profile investment banks
• Extensive experience in the areas of tax financial systems: design, build, user acceptance testing, implementation, deployment, integration, change/migration management
• In my first year as Project Manager of Ernst Young's K-1 Suite software update project the tool was updated, tested, reviewed, published earlier than had ever been done before, and came in under budget while being staffed with a team of first year tax accounting staff.
• Member data transformation process and systems implementation team working for world's largest Private Equity Firm
• Custom Excel VBA income allocation design, build, implementation
• Tax transformation process analysis, documentation, engineering, change management
• Leadership management of large distributed virtual project teams
• Business process, dataflow, workflow mapping and re-engineer
• Implementation of Sharepoint sites for task management, tracking, and dashboards

Notable Professional Experience

Confidential

Project Manager IT Financial Operations Manager

• IT Consumption Allocation Utilization process documentation, analysis and re-engineering project ongoing
• Global Finance Consolidation CEO reporting process analysis and re-engineer
• Oversee successful execution of monthly financial close process
• Ensure timely distribution of all monthly, quarterly, annual management reporting
• Project Manager - Global Project Management Office PMO
• IT Consumption Allocation Utilization process documentation, analysis and re-engineering project

Confidential

Project Manager Senior Solutions Architect

• Manage concurrent projects to support the needs of multiple Hedge Fund, Private Equity Fund, and Real Estate Opportunity Fund engagement teams as well as external clients. Bridge the needs of the business and/or engagement team through the use of process improvement , development and implementation of custom technology solutions.
• Manage high profile annual State Local Partnership Tax Software research, design, update, review, Department of Revenue approval project consisting of 25 cross functional members distributed across various locations in the US, India, and Argentina
• Manage multiple projects and teams delivering tax transformation and outsourcing services through the use of strong process technical skill sets to support Investment Partnership income allocations compliance, tax provision, and corporate tax compliance
• Manager Lead architect of several customized multi-tiered income allocation applications used to support various high profile client engagements
• Develop client and engagement team relationships and work with stakeholders to gather requirements and understand the overall operational, data, and information needs to support various aspects of the business process. This includes mapping and documenting processes and organizational influences and process assets, analysis of tax data integrity and format, calculations, allocations, consolidations, breakouts, as well as ensuring technology infrastructure, environment, and organizational culture are also considered as part of the big picture.
• Developed recommendations on optimizing the use of resources, processes, controls, and technology to ensure regulatory compliance and adherence to relative financial reporting standards
• Assist implementation and change management
• Develop and maintain detailed and comprehensive project plans and other project management functions, including liaising with client project teams to develop, motivate, and train staff, senior, and manager level team members
• Led various initiatives to improve overall Project Management and operational process standards for Partnership Tax Technology team
• Member of Tax Performance Advisory team secured by client engagements requiring analysis of existing processes and/or process re-engineering for high profile financial services clients
• Member of recently formed Partnership Tax Allocation Tiering Module implementation leadership migration team

Confidential

Senior Analyst Tax Systems Project Manager

• Responsible for managing tax technology processes to ensure tax process efficiency, data accuracy, and data security via the use of relevant software and best practices, while also supporting the CEO's Speed to Close initiative
• Appointed to architect manage 16 month high profile Tax Systems Datacenter Migration and Applications upgrade project that resulted in annual cost savings of over 1 million dollars
• Implementation and governance of best practices to ensure SOx compliant operating procedures for tax systems used to support a legal entity structure of 1800 active and 3000 total legal entities
• Appointed by Chief Tax Officer to represent corporate tax department on Business Continuity and Disaster Recovery committee
• Appointed by Chief Tax Officer to manage post divesture archived email / data retention effort needed in the event of SEC or IRS scrutiny and implement processes to ensure similar information is retained and readily accessible by Tax Planning group after employees / consultants leave the engagement
• Manage software vendor relationships licensing
• Manage tax system software upgrades, migrations, and implementations

Project Coordinator

Confidential

• Brought in through a joint effort by Corporate Tax and Corporate IT departments to drive efficiency, accountability and improve the relationship and process limitations that existed between the corporate tax department, IT infrastructure group, and IT desk side support.
• Development, implementation, and management of various processes to ensure smooth on boarding and off boarding process for the constant contractor turnover
• Manage resolution of all tax systems related issues for employees and contractors of Tyco International, Tyco Electronics, and Covidien Healthcare, during divesture process
• Uncovered existing weaknesses within current Sarbanes Oxley 404 controls and tax systems data security processes and then led initiative to correct inadequacies and ensure the ability to withstand audit scrutiny