PROFESSIONAL SUMMARY:

A fundamentally solid Tax Technology Project Manager, 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.

TECHNICAL SKILLS:

Tax Applications: Vertex, Confidential, Sabrix, RIA, CCH, Prosystem FX Tax Program

Office Applications: Microsoft Word, Access, Excel, Project, PowerPoint

PROFESSIONAL HISTORY:

Confidential, Charlotte, NC

Project Manager

Responsibilities:

• Performed detail discovery phase for Confidential 50 insurance company
• Held workshops to assist with the gathering of client specific business requirements
• Organized and facilitated tax solution software demonstrations
• Performed detail requirements analysis, process design, configuration, installation, and implementation of tax automation business and system processes for enterprise applications
• Worked with implementation team to identify tax savings opportunities
• Created Functional and Technical Specification documents that assisted with the design and configuration of SAP and Vertex
• Developed detailed process flows to and from the tax solution
• Maintained client relationships and managed goals and expectations with clients
• Assisted with the development of the integration between Hybris ecommerce platform and Vertex O Series v 6.0

Project Manager

Confidential

Responsibilities:

• Configured tax rates, rules and locations within Vertex system
• Generated and validated Vertex Retail Tax Extract which provided tax rates, rules and locations for Point of Sale System
• Assisted with the functional specifications and development of a custom reports

Subject Matter Expert

Confidential

Responsibilities:

• Configured tax rates, rules and locations within Vertex system
• Generated and validated Vertex Retail Tax Extract which provided tax rates, rules and locations for Point of Sale System
• Configured and validated BMC Control M batch scheduling jobs to populate Point of Sale system as well as populate Vertex Batch Client Interface register transactions
• Assisted with the functional specifications and development of a custom reports
• Held workshops to assist with the gathering of client specific business requirements
• Created Functional Specification documents that assisted with the design and configuration of the SAP tax user exit
• Developed detailed process flows
• Built and executed test scripts and test scenarios to validate design and configuration
• Maintained client relationships and managed goals and expectations with client

Project Manager

Confidential

Responsibilities:

• Conducted workshops to gather business requirements
• Developed Functional Specification documents to assist with the design and configuration of SAP for taxes
• Created Design Flows and Blueprints of end to end tax process
• Built and executed test scripts
• Assisted with the design and configuration of the SAP tax user exit with Vertex Q and O Series
• Configured and maintained custom tax logic within Vertex Q and O Series
• Aligned business requirements of Corporate Tax Department with those of the Project Management Organization
• Built and executed test scripts and test scenarios to validate design and configuration
• Maintained client relationships and managed goals and expectations with client
• Project Manager for domestic implementation of PeopleSoft Accounts Payables 8.9 with Vertex O Series for Confidential

Confidential, Charlotte, NC

Tax Technology Manager

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

Tax Technology Project Manager

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 Confidential 's Sales/Use Tax System for US and Canadian taxes and custom VAT system for European taxes at Confidential
• Assisted with the design and configuration of the Oracle Use Tax Link with Confidential '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

Tax Technology Manager

Responsibilities:

• Team Lead on implementation teams that implemented JD Edwards Confidential Xe for Accounts Payable and Accounts Receivable with Confidential 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 Confidential Xe modules to be interfaced with Confidential for Sales & Use Tax
• Team Lead on implementation team that implemented Oracle 11i for Accounts Receivable with Confidential for Sales & Use Tax for US and Canadian taxes
• Managed resources assigned to implementation teams
• Billing manager responsible for maintaining budgets for implementation clients
• Project Leader for system’s audit team that reviewed the configuration of Oracle 10.7 & Vertex and made recommendations to improve system process flow
• Senior on implementation team that implemented Lawson version 8.0.1 for Accounts Payable with Confidential for Sales and Use Tax
• Configured Lawson version 8.0.1 modules to be interfaced with Confidential for Sales & Use Tax

Confidential, Ft. Myers, FL

Senior Tax Analyst

Responsibilities:

• Project Leader on implementation team to replace General Electric’s centralized Sales & Use Tax Reporting System
• Supervised accounts payable representatives for Confidential Power Systems and Confidential Aircraft Engines
• Project Leader on implementation team that implemented Vertex Sales Tax System with a legacy system at Confidential Lighting
• Project Leader on system’s audit team that reviewed the configuration of SAP R/3.3G & Confidential and made recommendations to improve system process flow
• Project Leader on implementation team that implemented Confidential 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 Confidential for Sales & Use Tax for US & Canadian Taxes
• Lead evaluator of external tax packages such as Vertex, Confidential & Sabrix, to be used by various Confidential businesses
• Supervised tax analysts in charge of Sales & Use Taxes for all Confidential Transportation, Lighting, Supply & Corporate businesses

Confidential, Charlotte, NC

Senior State Tax Consultant

Responsibilities:

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

Confidential, Charlotte, NC

State and Local Tax Specialist

Responsibilities:

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