Jay Johnson Email & Phone Number

Campbell, Ca, Us

Lead product management activities for an industry leading SaaS B2B cloud backup solution for customers globally, with teams in India, UK, and US.

Toronto, On, Ca

Lead product management activities for a SaaS B2B document, collaboration, and workflow solution for customers in the US, UK, and Canada, with teams in India, Mexico, and the US.

Toronto, On, Ca

Lead product management activities for a SaaS B2B document, collaboration, and workflow solution for customers in the US, UK, and Canada, with teams in India and the US.

Toronto, On, Ca

Representing the needs of large & strategic professional tax and accounting firms within Thomson Reuters Tax & Accounting, and responsible for product management activities associated with multiple product lines.

Toronto, On, Ca

Responsible for leading tax, document management, collaboration, and workflow software implementations and process improvement projects primarily for larger public accounting firms in the US and Canada.

Toronto, On, Ca

Responsible for leading tax, document management, collaboration, and workflow software implementations and process improvement projects primarily for larger public accounting firms in the US and Canada.

Chicago, Illinois, Us

Responsible for managing and improving the tax technology tools and related processes used by the firms’ tax professionals. Owned the internal tax technology strategy and the policies & procedures relative to tax technology matters. Worked with Information Services to classify, scope and prioritize tax technology projects, write business cases for requests, and ensure that project selections aligned with the firm's overall technical architecture and business strategies to provide an optimal ROI. Often acted as project manager and/or business analyst as needed. Monitored industry trends and maintained relationships with key vendors and peers in other large public accounting firms.

Chicago, Illinois, Us

Acted as the primary liaison within Information Services to the Tax & Audit business units. Collaborated with business unit leaders and staff to identify opportunities for business process improvement through technology. Worked with Information Service leadership to determine strategic direction. Participated in the business units’ strategic planning processes. Developed long-range technology strategies and new business initiative analysis. Provided business mentoring to IT team. Often acted as project manager and/or business analyst as needed. Assisted in creating, utilizing and enforcing of a repeatable portfolio management process. Assisted with change management, training, and communication. Developed metrics to monitor and track realization of completed projects. Conducted post-project performance audits to improve the quality, cost, and change management of deliverables. Accepted newly created position in Tax, March 2010.

Chicago, Illinois, Us

Worked closely with tax leadership to select, design and implement tax technology solutions to increase the efficiency and effectiveness of tax professionals. Managed training and support for all tax technology tools. Monitored industry trends, evaluated current and future offerings from relevant vendors and developed relationships with key vendors and peers in other large public accounting firms. Managed vendor relationships for all tax technology solutions and assisted in the negotiation of license agreements and contracts. Assisted the firm’s National Tax Office in developing firm policies & procedures relative to tax technology matters. Promoted to Business Relationship Manager April 2009.

Chicago, Illinois, Us

Focused on support and training for various audit/tax technology software tools for client service personnel. Assisted in related software selection (or build), design, testing, implementation and administration. Promoted to Tax Technology Manager July 2006.

Responsible for maintaining and strengthening the firm’s relationship with those clients assigned or acquired, in addition to completing or reviewing tax, financial reporting, payroll, and other projects for clients in a variety of industries—healthcare, retail, manufacturing, and others. Special projects included database design & implementation (both internally and for clients), software conversions, testing & peer training.

Responsible for production management, project assignments, staffing, and software utilization related to production. Developed, monitored, and continually improved workflow planning and scheduling system to reduce production costs. Coordinated production activities with other functional areas, e.g., marketing, administration, and training. Acted concurrently with Client Service Manager duties.

Prepared individual, business and fiduciary income and property tax returns. Assisted in conducting audit, review, and compilation of financial statements. Completed bookkeeping, payroll and payroll tax returns, and financial statement preparation for various clients. Served as firm specialist in database consulting, design, and creation.

Mba, Business Administration, Management And Operations

Bachelors, Accounting