Nathaniel White, Cpa Email & Phone Number

Charlotte, Nc, Us

Gb

- Directed a team of 50 offshore resources focused on process automation solutions and data visualizations, delivering on 25 different projects for multiple Tax Business Units simultaneously.- Meet with clients daily to understand their pain points and translate customer needs into development requirements.- Estimate and review budgets against billed invoices to ensure we stay on track for timely and cost-effective delivery.- Distill team performance into slides and visuals for storytelling to convey impact when reporting to Tax leadership.- Driving strategy within my team to explore ways to incorporate Generative AI in solutions as a new product offering.- Upskilled in ChatGPT and leveraged it to generate Python scripts for API integrations and Excel data transformation, as well as create Javascript for automating population of fillable PDF forms.

Gb

- Product Owner for Agile implementation of two Business-led Automations via Camunda, resulting in automated preparation and printing of over 200,000 Tax Forms and Tax Form Extensions across multiple Tax BUs in 2021-2023.- Managed three offshore development teams, guiding products from conception through to release and hypercare.- Collaborated with cross-functional teams like Engineering, Risk Management, and Design as part of product delivery, aligning them to understand user experiences and achieve business goals.- Analyzed process metrics to make data-driven decisions on further enhancements and continuous improvement.- Rapidly prototyped solutions to test new concepts and integrations before expending broader efforts.- Trained in software like Power Platform and Celonis, enhancing knowledge as Tech Lead and Solution Architect.- Leveraged personal network to scale new solutions across other engagement teams to increase efficiencies gained.

Gb

- Consulted for 15 of the largest PwC Tax engagements to support their process automation and optimization strategies.- Assessed, developed, and maintained over 15 Alteryx automation solutions, eliminating over 100,000 manual hours.- Utilized Optical Character Recognition and Regular Expression tools to extract data from Tax Notice PDFs.- Led innovation by integrating Alteryx workflows with RPA solutions via REST APIs, leading to new solution models.- Conducted Alteryx trainings and demonstrations to enhance user competency and increase the adoption of solutions.

Gb

- Prepared and reviewed Federal and State Income Tax Returns, Estimates, Tax Provisions, Schedules K-1, and other forms for partnerships and corporations across multiple clients in various industries.- Audited Tax Provisions and Financial Statements for large and regional Banking clients.

Beaufort, South Carolina, Us

Coordinated the production of all products, averaging about $40,000 in sales each month. Trained and supervised a team of production assistants to finish and package products for delivery. Purchased raw materials and maintained inventory to ensure proper lead time based on products in the queue. Upsold additional services, such as designer options and expedition of orders.

Master'S Of Professional Accountancy, Tax

Bachelor Of Science, Management, Information Systems