SUMMARY

• A fundamentally solid Indirect Tax Technology Subject Matter Expert, who is consistently able to facilitate multiple projects, upholds productivity under pressure and adverse conditions - determined, assertive and capable of benefiting operations on a multitude of levels.

AREAS OF EXPERTISE

• Certified on SAP ECC 6.0 SCM 615 Billing
• Completed the Oracle University R12.x Oracle E-Business Tax Fundamentals training course
• Completed Partner Training for the ONESOURCE Indirect Sales and Use Tax Solution
• Certified Vertex Q Series Sales & Use Tax Co-Instructor
• Certified Vertex Q Series Returns Co-Instructor
• Member of (PMI) Project Management Institute’s Metrolina Chapter
• Member of (IPT) Institute of Professionals in Taxation
• Completed Training in Six Sigma Methodology
• Completed Partner Training for the Vertex O Series
• Office Applications: Microsoft Word, Access, Excel, Project, PowerPoint

PROFESSIONAL EXPERIENCE

Confidential - Charlotte, NC

Responsibilities:

• Subject Matter Expert for Global Indirect Tax Integration with Vertex O Series 7.0 On Demand with various billing systems for Confidential Inc.
• Subject Matter Expert for Global Indirect Tax Optimization with Vertex O Series 7.0 On Demand with SAP S/4 HANA and Accelerator for Confidential, LLC.
• Tax Technology Production Support Subject Matter Expert for OneSource Indirect Tax Determination v 5.9.2.0 with SAP ECC 6.0 for North American Sales and Purchases Confidential
• Subject Matter Expert for Month End Indirect Tax Reconciliation Process with Vertex O Series 7.0 for Confidential .com
• Subject Matter Expert for JD Edwards v 9.2 integration with Vertex Cloud Indirect Tax Solution for US Sales for Wilbur Confidential Co. Inc.
• Subject Matter Expert for the configuration and custom integration of SAP ECC 6.0 with Confidential ’s AvaTax v 1.5 for US Sales and Purchases for Confidential
• Subject Matter Expert for the optimization and integration of SAP ECC 6.0 with Vertex O Series for US and Canadian Sales and Purchases for Confidential
• Subject Matter Expert for the design and integration of OneSource Indirect Tax Determination v 5.9 with Oracle R12 for US Sales and Purchases for Confidential

Project Manager

Responsibilities:

• Tax Technology Subject Matter Expert for design and integration of Ericsson’s Business Support & Control System “BSCS” iX Telecommunication Billing System with Vertex Communications Tax Q Series v 2.0 and Vertex Sales Tax O Series v 7.0
• Tax Technology Subject Matter Expert for requirements gathering and design of Vertex O Series v 7.0 for Tyco Integrated Security with Oracle R12 and Siebel CRM for sales
• Tax Technology Subject Matter Export for implementation of Vertex O Series v 6.0 for ABC Bus Company with JD Edwards E1 version 9.1 for sales transactions Assisted with program enhancements to pass additional data elements through the Confidential
• Tax Technology Subject Matter Expert for implementation of Vertex O Series v 6.0 for H.B. Fuller Company with SAP ECC 6.0 for sales and purchasing
• Tax Technology Subject Matter Expert for implementation of Vertex O Series v 6.0 for Keurig Green Mountain Coffee Roasters with SAP ECC 6.0 for sales and purchasing
• Tax Technology Project Manager for United States Point of Sale integration of SAP Trilogy and Vertex O Series v 6.0 Confidential Carhartt Inc.
• Tax Technology Subject Matter Expert for Canadian Point of Sale integration of Retailx and Vertex O Series v 6.0 Confidential Target
• Tax Technology Subject Matter Export for production support for OneSource Indirect Tax Solution v 5.1 Confidential AmeriGas with SAP ECC 6.0 for sales transactions
• Tax Technology Project Manager for Global integration of SAP ECC 6.0 and SAP CRM with Vertex O Series for sales and purchasing Confidential
• Assisted with the functional specifications and development of a custom solution to convert existing Vertex Q Series TDM records into Vertex O Series TM records
• Tax Technology Project Manager for domestic integration of SAP Apparel and Footwear (SAP AFS) with Vertex O Series for sales and purchasing Confidential Carhartt Inc.
• Tax Technology Project Manager for North American integration of new Confidential & Confidential Wi-Fi Services business unit with SAP ECC 6.0 with Custom Tax Calculation Engine & Vertex O Series for Confidential & Confidential Wi-Fi Services
• Subject Matter Expert for domestic implementation of Oracle R12 Order to Cash integration with Vertex O Series for Confidential Inc.
• Tax Technology Project Manager for North American integration of SAP ECC 6.0 with Vertex Q Series for sales and purchasing Confidential Suppression & Building Products
• Tax Technology Project Manager for North American integration of QAD 2008 EE with Vertex Q Series for domestic sales for Confidential Lighting Solutions
• Subject Matter Expert for domestic integration of new business unit with SAP ECC 6.0 with Vertex Q Series for Confidential Technologies
• Tax Technology Project Manager for domestic implementation of JD Edwards EnterpriseOne with Vertex Q Series for Confidential, Inc.
• Tax Technology Project Manager for domestic and international team that is implementing SAP ECC 6.0 with Vertex O Series for purchasing and domestic implementation team that is implementing a separate instance of SAP ECC 5.0 with Vertex Q Series for domestic sales for Confidential & Confidential Health Care Systems
• Project Manager for domestic implementation of PeopleSoft Accounts Payables 8.9 with Vertex O Series for Confidential

Confidential - Charlotte, NC

Responsibilities:

• Project Manager for domestic implementation team that is implementing SAP R/3 v4.7 Financials with Sabrix Tax Solution, for domestic purchases
• Maintain client relationships and manage goals and expectations with firm clients
• Assisted with the design and configuration of the SabrixConnector with SAP R/3 v4.7

Confidential - Detroit, MI

Responsibilities:

• Tax Project Manager on global implementation team that is implementing Oracle 11.5.10 Financials with Vertex O Series for Sales, Use and VAT
• Tax Technology Lead on global implementation team that is implementing Oracle 11i for Accounts Payable and Purchasing with Taxware's Sales/Use Tax System for US and Canadian taxes and custom VAT system for European taxes Confidential Ford Motor Company
• Assisted with the design and configuration of the Oracle Use Tax Link with Taxware's Sales/Use Tax System as well as with a custom VAT calculation system
• Assist with tax production support of 25 separate legal entities which are launched on Oracle 11i for Accounts Payable and Purchasing

Confidential - Charlotte, NC

Responsibilities:

• Team Lead on implementation teams that implemented JD Edwards OneWorld Xe for Accounts Payable and Accounts Receivable with Vertex Quantum for Sales & Use Tax for US and Canadian taxes
• Assisted with the configuration of a custom Vertex register report writing tool utilizing Access ODBC drivers
• Configured JD Edwards OneWorld Xe modules to be interfaced with Vertex Quantum for Sales & Use Tax
• Team Lead on implementation team that implemented Oracle 11i for Accounts Receivable with Vertex Quantum for Sales & Use Tax for US and Canadian taxes
• Managed resources assigned to implementation teams
• Billing manager responsible for maintaining budgets for implementation clients
• Senior on implementation team that implemented Lawson version 8.0.1 for Accounts Payable with Vertex Quantum for Sales and Use Tax
• Configured Lawson version 8.0.1 modules to be interfaced with Vertex Quantum for Sales & Use Tax

Confidential - Ft. Myers, FL

Responsibilities:

• Project Leader on implementation team to replace Confidential Electric’s centralized Sales & Use Tax Reporting System
• Project Leader on implementation team that implemented Vertex Quantum for Sales & Use Tax with Oracle 11i Confidential Capital Information Technology Solutions & Confidential Access for US & Canadian Taxes
• Assisted in the configuration of Oracle 11i modules to be interfaced with Vertex Quantum for Sales & Use Tax Confidential Capital Information Technology Solutions & Confidential Access for US & Canadian Taxes
• Project Leader on implementation team that implemented Vertex Sales Tax System with a legacy system Confidential Lighting
• Project Leader on implementation team that implemented Vertex Quantum for Sales & Use Tax with QAD’s Manufacturing Pro ERP system for US & Canadian Taxes
• Assisted in the configuration of QAD’s Manufacturing Pro modules to be interfaced with Vertex Quantum for Sales & Use Tax for US & Canadian Taxes

Confidential - Charlotte, NC

Responsibilities:

• Performed multiple refund analysis and audit representations for Fortune 500 clients
• Implemented multiple Vertex Quantum Sales & Use Tax automated packages using multiple host systems, such as PeopleSoft, Oracle & Custom Visual Basic billing systems
• Maintained compliance for multiple clients regarding state sales & use taxes
• Performed multiple contractual registrations for Fortune 1000 clients

Confidential - Charlotte, NC

Responsibilities:

• Assisted in the implementation of sales & use tax automation systems, i.e. Vertex Quantum Sales and Use Tax & Returns packages
• Performed multiple refund analysis (reverse audits) for Fortune 500 clients
• Member of sales & use tax due diligence team
• Performed multiple multistate contractual registrations for Fortune 500 clients
• Completed sales & use tax multistate nexus studies