Responsibilities include managing the Company’s compliance with U.S. and foreign tax filing requirements related to federal, state and local taxes; ensure that all tax requirements are met and that maximum tax benefits are realized; preparing consolidated income tax provision and financial statement disclosures in accordance with U.S. GAAP; leading or supporting all corporate tax planning initiatives, and assisting with the Company’s facility site selection and state incentive/abatement efforts.

Instruct graduate students in Tax courses in the Accounting Department of the University of Cincinnati's Lindner College of Business

Finance leader responsible for tax accounting, including registrations and licensing, incentives, audits, research, and projects.

Primary bank contact for major regulatory agencies, responsible for leading regulatory examinations and driving positive outcomes through successful collaboration with external bank examiners and internal senior management throughout the organization. Responsible for regulatory reporting presented by senior management to the Board of Directors.Key Accomplishments• Established best practices for increased regulatory effectiveness under Dodd Frank, including sessions with management designed to increase preparation for examinations and enhance interactions with regulators.• Enhanced regulatory communication through implementation of weekly meetings with regulatory agencies’ lead contacts designed to gain insight into regulatory expectations and planned areas of exam focus.• Initiated exam management process for Consumer Financial Protection Bureau built to increase internal awareness and preparation, minimize risk, and drive regulatory excellence.• Received department’s Core Values Award for teamwork and collaboration, and consistently rated as exceeding expectations on annual performance reviews.

• As the manager responsible for the preparation, review, and electronic filing of the consolidated federal income tax return, extension, and quarterly estimates, I developed and executed process improvements through automation, and led a cohesive team of tax analysts, driving improvements in reporting quality and efficiency.• Developed and implemented Sarbanes-Oxley 404 compliance and Business Continuity Planning, streamlined documentation and testing requirements, implemented an enhanced assessment and control reporting software application.• Developed process and documentation to annually claim $100s of millions in tax credits from the company’s community development activities, enhancing cash management.• Implemented an efficient and reliable process for automating the ASC 740 tax provision at month-end close, including automated Sch M calculations, current tax payable calculation, deferred tax rollforward, and tax basis balance sheet.• Leveraged bank accounting and tax compliance data (such as cost center and general ledger account) to create an efficient process to calculate and report state effective tax rates.• Awards received: World Class Finance Award for Outstanding Performance; Corporate Tax Department Results Only Award.

Tax Technology Manager 1999- 2002 Responsible for departmental technology planning, including hardware and software implementation, process improvements, automation, and other strategic initiatives. Key Accomplishments• In addition, was assigned role of Budget Controller for Corporate Development & Treasury, communicating and reporting on plan and actual financial results for management reporting for Tax, Corporate Development, Insurance, Fleet Planning, e-Business, and Treasury.Federal Income Tax Manager 1998- 1999Directed the preparation of consolidated federal income tax return and tax provision.Key Accomplishments• Advised senior management on tax implications of acquisitions and sales of subsidiaries.• Developed and implemented a custom program to automate book-tax adjustments.SAP Specialist 1996- 1997Team Lead representing the Tax Department on the SAP Financials Project: GL, AP, AR, CO, SL and AM modules.Key Accomplishments• Integrated the tax accounting for 89,000 fixed assets worth $10 billion.• Developed interface to tax data warehouse to automate tax compliance for sales and use tax self-assessments.Senior Specialist, Taxes 1991- 1995Responsible for annual federal, state, Canadian, and Puerto Rican income tax returns and calculation of monthly and annual income tax accrual under FAS109.Key Accomplishments• Managed cost segregation studies that were performed on corporate real estate projects. Results generated $6.6 million NPV savings from maximizing benefits of depreciation expense.• Developed and implemented a tax data warehouse containing flight statistics by jurisdiction, driving efficiencies into the state apportionment process.