~ Develop and execute effective partner strategies that drive revenue growth through key industry alliances. Led creation of the Certified Implementer Program (CIP). Firms signed up to date include PwC, RSM, Baker Tilly, BDO, GTM, Riveron and VPTax.~ Launched Strategic Partner Program with K1x, Incentify and Antium.~ Manage partner relationships and contract negotiations.~ Identify strategic growth opportunities.

~ Successfully led the acquisition of Tax Prodigy to Bloomberg Industry.~ Provided executive leadership, stability and growth during a fast-expanding market presence.~ Clients covered the gamut from a significant number of the top 25 accounting firms to Fortune 500 companies to small public and private companies.

~ Advised clients on strategic technology, transformation, robotic process automation (RPA), automation, technology investment, and process optimization.~Sub-contract / white labelled management consulting services for top tier technology companies and consulting firms.~ Advised Asset Management and Venture Capital firms on technology solutions and services focused in the tax and finance markets.

~ Co-Practice leader (direct tax management consulting business).~ Served Fortune 500 companies and Asset Management firms with their technology and operating strategies, roadmap development and multi-year business transformations focused on their tax and finance functions.~ Innovation practice leader responsible for identifying technology trends, creating new technology advisory offerings driving 25%+ revenue growth annually.~ Alliance leader for multiple key vendor relationships including Thomson Reuters and Insight Software.

~ Co-led the Technology Management Consulting Practice providing technology strategy, transformation and data management services to client tax functions.~ Advised and supported Fortune 500 corporate clients on operations management strategy and optimization of their tax functions through multi-year roadmaps and transformations. ~ Created the Technology Strategy and Roadmap service offering for corporate tax functions.~ Global Technology Innovation Leader leading a think tank to identify and track technology market trends and share leading practices in technology for corporate tax functions.~ Alliance leader for multiple key vendor relationships including Thomson Reuters, Corptax, Insight software and CCH.

~ Defined technology direction and advised Deloitte Tax leadership on tax technology investments.~ Oversaw large portfolio of tax technology initiatives and solutions (50+) both for internal use and with clients.~ Responsible for both the business and technology side of tax technology, including business analysis, business architecture, project, portfolio and program management, technology architecture, technology design, development and deployment.~ Identified, vetted, and successfully used development firms in the United States, Argentina, and India including Microsoft, Tata Consulting, and ATOS Syntel.

~ Global and Americas head of technology for the Tax and Legal business units.~ Unified previously divergent technology groups.~ Responsible for all sides of technology including business analysis, business architecture, development, project management, product management, architecture and deployment plus P&L responsibility for SaaS offerings.~ Principal technology architect for all internal and e-commerce products; Implemented standardization and formal processes for tax technology.~ Identified, vetted and successfully used development firms in Sri Lanka, Egypt, and Luxembourg.