Led an eight-month comprehensive redesign of the stress testing process and nearly 250 sub-processes across 50 teams to streamline analytical forecasting methodology, implement a central data repository and reporting tool, and implement automated quality controls by utilizing various Lean/Six Sigma tools including brainstorming, arrow diagrams/process mapping, Gantt charts, FMEA, check sheets, root-cause-analysis, observation/interviews, and mini-Kaizen eventsDeveloped, monitored, and reported out to senior leadership on organization-wide deliverables calendar for Dodd Frank Act Stress Test submissionsImplemented change management system to document, process, and implement proposed schedule and analytical forecast result changesTracked breakdowns within the Stress Testing Process, documented root cause, and coordinated with the Risk and Controls team to propose process/control improvements

Process manager responsible for the federal tax return and ASC 740 year-end federal tax provision processesReviewed various book-tax calculations, estimated/extension calculations and journal entriesResponsible for reconciling tax consolidation and balance sheetMonitored processes to ensure all process steps and internal controls required were performedUtilized Kanban/visual-management, stand-ups, and report-outs to improve communication horizontally across the team and vertically up the management chain, foster shared commitment to meeting process objectives, and identify impedimentsDeveloped long-term federal compliance process improvement goals in alignment with strategic objectives and implemented various improvements using lean/six sigma methodology to reduce errors and time required to complete tax returnMember of the tax project portfolio committee charged with developing a continuous improvement culture, providing Lean/Six Sigma training, and prioritizing projects within the portfolioReceived Global Finance operational excellence award in recognition of the quality improvements made to the federal tax return process

Process manager responsible for the federal tax return and ASC 740 year-end federal tax provision processesReviewed various book-tax calculations, estimated/extension calculations and journal entriesResponsible for reconciling tax consolidation and balance sheetMonitored processes to ensure all process steps and internal controls required were performedUtilized Kanban/visual-management, stand-ups, and report-outs to improve communication horizontally across the team and vertically up the management chain, foster shared commitment to meeting process objectives, and identify impedimentsDeveloped long-term federal compliance process improvement goals in alignment with strategic objectives and implemented various improvements using lean/six sigma methodology to reduce errors and time required to complete tax returnMember of the tax project portfolio committee charged with developing a continuous improvement culture, providing Lean/Six Sigma training, and prioritizing projects within the portfolio

Prepared various federal and state income/franchise tax returns including supporting work papers, estimate/extension calculations including related journal entries, and backup withholding returnsResolved state tax noticesDesigned a standardized state tax payment process to reduce payment processing time by 50% and streamline the tax reconciliation to the general ledgerDeveloped apportionment calculation tool for use in compliance and planning scenario analysis, revised apportionment process to reconcile source data to GL, conducted year-over-year variance analysis for state-by-state factors, and utilized CorpTax office to eliminate the manual entry of apportionment dataLead analyst responsible for testing data accuracy during CorpTax State Provision software implementation

Participated in a two-year differentiated investment, intensive training program for financial analystsResponsible for producing regulatory reports for various regulatory bodies and answering regulators’ questionsDeveloped budgets, financial forecasts, and financial performance reporting for various executives