Jaffer Rizvi Email & Phone Number

Houston, Texas, United States

• Led the implementation of an automated batch extension process using Robotic Process Automation, successfully processing over 17,000 batch extensions in 2024. This optimized workflow significantly reduced processing.
• Facilitated the implementation of an enterprise-wide document and workflow management solution (Marcum Connect) for all 27 Tax Advisory groups at Marcum.
• Supported the rollout of Marcum Connect, overseeing adoption strategies, training sessions, and the creation of user guides to support the transition to new systems.
• Developed comprehensive documentation of business requirements, facilitated workshops, and gathered feedback from key stakeholders to ensure solutions met departmental needs.
• Collaborated with Business Lines to customize Intapp Flow Forms, tailoring each to meet specific needs and improve user experience.
• Collaborated with a Power BI developer to design and develop multiple reports, utilizing data visualization to capture key performance metrics such as workflow adoption levels, status updates, due dates, and task.

• Collaborated with business stakeholders and development teams to draft detailed requirements for an accounts payable finance software solution focused on bill payment processes.
• Centralized documentation for a finance platform, including gathering and organizing historical data and documentation related to client billing and payment collection processes.
• Reviewed and analyzed business needs from user interviews, translating them into detailed technical specifications for development.
• Created comprehensive end-user documentation, including user guides, best practices manuals, and quick reference guides, to ensure seamless adoption and usage.

Houston, Texas, United States

• Oversaw the SDLC to ensure the timely and accurate delivery of a tax client portal, from initial requirements gathering through design, development, and testing that enhanced user experience and operational efficiency.
• Documented user requirement to confirm that all requirements were clear, testable, and aligned with project goals.
• Collaborated across the firm to provide business process and design recommendations that align with long-term business and IT strategies.

Houston, Texas, United States

• Acted as a liaison between business users and technologists to resolve issues and expedite systems enhancement project.
• Participated in weekly status meetings and walkthroughs and documented the proceedings.
• Validated with stakeholders to confirm accuracy and completeness of the requirements.

Houston, Texas, United States

• Prepared income tax returns for individuals, partnerships, and corporations, ensuring compliance with tax regulations.
• Conducted tax research to address complex tax questions.
• Provided tax planning recommendations, and analyzed tax laws to identify potential savings for corporate and individual clients.
• Reconciled bank accounts and prepared monthly financial close entries, including reclassifications and accruals, to ensure accurate financial reporting

Masters Of Science, Accounting

Bachelor Of Business Administration, Accounting