Accomplishments for 2 Tax Seasons- Generated over $60K Net Revenue for Tax Prep- Cleared 240 income tax returns- Averaged 119% attach rate of HRB add-on products to tax returnsPrepared & submitted income tax returns that supported:- Individuals & Families w Dependents- Retirees w Social Security, pensions, & IRAs- Investors who collect dividends, sell stocks, trade crypto-currencies- Gig workers, Sole Proprietors & Rental Property Owners- Itemized deductions for homeowners, childcare, donations- Credits for education, young children, low income earnersDemonstrated financial and business expertise by:- Informing clients about the tax preparation process- Collecting relevant financial records, including pay stubs and income statements- Compiling and analyzing input data garnered from IRS Forms 1098 & 1099 series- Applying applicable federal, state, and local tax laws to determine deductions & the amount each client would pay/receive on the return- Filing tax documents with appropriate agencies, such as the IRS, state, and local government entities.- Responding promptly to tax-related questions & ensuring provided information was accurate in accordance with current laws/guidelines- Developing strong customer relationships to promote and expand the business

On a daily/weekly basis, did the following tasks using QuickBooks:- Retrieved & recorded daily payments from multiple payment sources (Authorize.net, PayPal, & Amazon)- Researched variances between bank account deposits & logged deposit data to maintain accurate records- Cleaned up discrepancies in payment/invoice data in QuickBooks- Ensured that orders got associated with the proper sales staff

On extended leave due to Covid-19 restrictions to care for family.

Collective Health gives employers a smarter way to provide healthcare coverage, leveraging technology that connects and administers the entire benefits ecosystem with an effortless experience for everyone. - Led testing efforts for Medical Claims Processing Portal, Coordination of Benefits, Health ID Card Mgt workflows, & Administration/Permissions Platform using Test Rail to track test coverage. - Devised test plans for verifying the migration of CH's support desk management system to the Zendesk platform. - Constructed test data & verified APIs using Postman - Collaborated with Automation team to prioritize regression test case candidates

NOTE: Later acquired by Charles SchwabMotif translates complex investing approaches into tools for mainstream investors & empowers them with personalized portfolios built around everyday ideas that impact our lives. - Subject Matter Expert / Project Leader - Consistently owned & delivered quality on challenging projects that enhance the Retail user experience including: -- Trading (Motifs, Stocks, Limits, Stop Orders, Auto-scheduled, Robo-advising) -- Building Custom Portfolios of Stocks with Build-Your-Own (BYO) Motif -- IPOs (Config, Sign Up, Conditional Orders, Allocation) -- Trading Alerts -- Account Funding via ACH processing -- Permissions Management (Users, Support) -- Search Tools -- Subscription & Billing Mgt (Enrollment/Onboarding, Account Management, Credit Cards Payments) - multiple microservices -- Financial Quote Feed improvements using Zookeeper, Storm, & Hazelcast -- External Feeds & Integration (News Content, Clearinghouse, Braintree API) - Developed automated checks to extend automated regression test suite using Java/JUnit/JBehave/Git/Bamboo - Performed root cause analysis of issues generated by nightly Jenkins run of regression test suite. Captured bugs & fixes framework as needed. - Validated the microservices, APIs & web services using Postman - Prioritized test scenario execution based on relevance to users in order to meet tight deadlines & minimize risk - Collaborated with cross-functional team to solidify requirements & test acceptance criteria - Advocated appropriate test estimation of project stories in sprint planning & daily scrum meetings - Sought opportunities to refine & improve QA & Engineering processes

- Provided Engineering & Test groups with planning estimates & analysis, test plan design, execution, bug regression, and automation support as needed.

Digital ticketing, event marketing and relationship management applications for artists, sports teams, and universities.- Established QA standards for test plan design, regression test structure, and deployment test scoping.- Led testing efforts for the Purchase/Bidding workflows, Box Office Tools, and Content Management System.- Validated the integration, scalability, and performance of Veritix’s mobile digital ticket entry hardware with distributed server network.- Devised test plans for verifying the implementation of single sign-on (SSO) APIs into Veritix’s primary & secondary market event ticketing platform.

B2C commerce platform that serves corporate spend management.QA Lead- Led the QA Team’s test efforts for all aspects of Rearden’s Package Shipping, Dining, Event Tickets, Conferencing, and Bulk User Activation products- Leveraged agile methods to deliver weekly maintenance releases with many last-minute changes.- Guided automation developers in the functional design of a suite of QTP modules for the shippingcomponents and prioritized the areas to be automated. Oversaw & trained team members’construction of test suites that used these QTP modules.Senior QA Engineer- Constructed broad sets of test data to validate the integration of Shipping (FedEx, UPS, DHL, and USPS) & Dining (OpenTable, Zagat) APIs into Rearden’s on-demand SaaS commerce platform- Ensured that the UI accurately represented the normalized view of Shipping pricing data & Dining restaurant content retrieved from the service provider APIs (e.g., FedEx, UPS, USPS, OpenTable, Zagat).- Used BDD to develop a FitNesse acceptance test suite that exercised the booking and cancel flows for all service levels for each of the Package Shipping providers. The suite was Selenium-driven and modularized to encourage reusability and to minimize maintenance cost.

NOTE: Later acquired by Perkin Elmer.Products and services for the life sciences research community, including pharmaceutical and biotechnology.- Validated software for both the Caliper 250 drug discovery systems and the Caliper Chip QC systems which ensured that Caliper’s “lab-on-a-chip” microchip technology met manufacturing standards. This included troubleshooting robot configuration and operations, email integration, network communications between the hardware components (e.g., pressure pump, temperature controls, barcode reader) as well as the real-time analysis software that collected fluorescence data for the range of assays- Led performance test effort by analyzing Caliper’s software for memory leaks & checking thread counts using Microsoft’s Performance Monitor

NOTE: Later acquired by Tumbleweed and then by Axway.Applications that perform secure, efficient, and scalable public-key infrastructure (PKI) validation.- Verified functionality for several of ValiCert’s Validation Authority (VA) projects using TCL scripts and Online Certificate Status Protocol (OCSP) requests for both good and bad certificates and the Certificate Revocation Lists (CRLs) for various Certificate Authorities (CA)- Tested ValiCert’s secure FTP components in the Secure Transport project using Expect scripts to regression test command line functionality

Online marketplace that allows consumers to compare insurance products and rate quotes from a variety of providers- Led test effort for all Customer Care and Agency projects which included the chat, mail, knowledgeware, online insurance policy sales, & credit card validation workflows.

NOTE: formerly Infinity Financial Technology- Validated pricing of financial derivatives products along with the end-to-end integration testing of trading, payment, advice processing, and portfolio risk management analysis functionalities.- Verified financial algorithms within C++ SDK using exploratory testing and automated computations in Excel.

NOTE: Later acquired by TRW and then Northrop GrummanAnalyzed the US Army's provisioning math models in order to integrate this functionality into a common methodology across the military. Designed, coded, debugged, wrote SQL scripts, and tested software for deploymentVerified the implementation of the Aircraft Availability Model computations and algorithms, specifically the Requirements Algorithm, within the US Air Force's Requirements Data Bank Recoverables software