Lori Pearson Email & Phone Number

Dublin, Oh, Us

Kansas City, Mo, Us

★ Built an impressive record of achievements through a series of increasingly responsible leadership roles for this global leader in tax preparation services. Granted CIO Achievement Awards and recognized as a Top 100 Performer within the company for outstanding ability to establish effective global teams, deliver critical initiatives, and consistently achieve business objectives. ★ Based on previous success, promoted, and given total responsibility for 7 core, highly transactional Tax, Middleware, Electronic Filing, and Regulatory Systems. Direct efforts of 350+ globally dispersed employees—through 8 managers—in analyzing, developing, testing, and implementing new systems, interfaces, and enhancements to reduce costs, comply with regulatory requirements, and enable continued business growth. Product Owner for all Electronic Filing system requirements. Manage budget of $12M.➥ Enabled teams to successfully migrate from Waterfall to Agile methodology. Created the Scrum team and trained team members on Agile best practices. Mentored 2 Scrum Masters within the company on leadership skills.➥ Within one year of new role, improved speed to market and accuracy of tax returns by more than 50%. Directed 2 year effort to replace 20-year-old mission-critical application with new Tax Platform leveraging .NET and C technology. Managed the full lifecycle development of new complex system and interfaces to downstream systems that enhanced the processing of millions of dollars in transactions. Led the nationwide rollout of new core Tax Platform to 10,000+ offices.➥ Currently driving the development of new Tax Engine Platform forecasted to reduce costs by 50% by replacing 3 disparate systems while supporting strategic initiative of deploying new Self-Service Tax Preparation Model for customers.

Kansas City, Mo, Us

Advanced and given full responsibility for the alignment of portfolio of 5 enterprise systems with evolving business, market, and regulatory objectives. Directed efforts of geographically dispersed team of 85 resources and up to 150 consultants through 4 managers in enhancing and maintaining highly transactional, mission-critical Retail Tax Platforms, Middleware Systems, Electronic Filing Platform, and Regulator Systems leveraged by internal users at H&R Offices and customers on main site.➥ Recognized as a Top 100 Performer and granted the CIO Achievement Award for outstanding contributions to the company.➥ Credited with motivating and retaining key resources during challenging business and legal issues. Built a culture of collaboration, communication, relationship building, teamwork, and accountability.➥ Integrated multiple teams into a centralized organization delivering consistent value. Established effective relationships with direct reports and former peers; instituted standards and best practices across the systems development lifecycle; and championed the delivery of solutions across portfolio of multiplatform, revenue-producing applications to ensure the quality and timely transition of customers’ tax returns to IRS and all State Departments.➥ Directed the development and implementation of new Financial Settlement Product System that reduced timeframe to roll out new products into the marketplace.

Kansas City, Mo, Us

Chosen and promoted into new role to drive the development and implementation of the Electronic Filing Platform. Planned, tracked, and managed all aspects of 3-year, $5M program to design and align the new Electronic Filing Platform with IRS and Department of Revenue for each state. Managed efforts of 50 resources and up to 110 consultants across development, quality assurance, and tax analysis.➥ Granted prestigious Top 100 Employee and CIO Top Performer Awards for delivering strong business value to the company.➥ Credited with the on-time and within-budget delivery of high-profile $5M program. Created the project plans with deliverables, identified and drove the mitigation of issues, maximized schedules of assigned resources, and mobilized cross-functional teams in achieving stringent timelines.➥ Directed the successful build-out and implementation of new Electronic Filing Platform that enabled organization to mitigate financial risks by complying with new XML data exchange format. Led the development, testing, and certification of platform with IRS E-File standards in every state.➥ Planned and executed the change management strategy for the adoption of new systems across 10,000+ tax offices. Developed the training plan, support strategies, and new office processes and procedures.

Kansas City, Mo, Us

Promoted to support high-profile program to modernize the Electronic Filing Systems. Partnered with development and business stakeholders to define business and system requirements for the build-out of new systems and enhancements to interfaces with IRS Departments, banking partners, and internal downstream systems.➥ Held critical role in capturing and documenting requirements for the build-out of new .NET, C, and Java Electronic Filing Systems that provided field offices with real-time visibility into status of tax returns.➥ Collaborated in defining new multistate E-File and Prior-year E-File capabilities into the systems that automated processes.

Kansas City, Mo, Us

Defined and implemented testing strategies to validate functionality of new enhancements and product/regulatory changes implemented into mission-critical Electronic Filing Systems and interfaces.➥ Created automated testing tools that improved quality of deliverables, reduced needed functional and regression testing resources, and enhanced time to market of new financial products.➥ Developed and executed testing strategies for the launch of 4 new products⎯Instant Money, Early Season Loan, and H&R Emerald Debit Card.