Patricia P. Rocha Jordan Email and Phone Number
Experienced in implementing and project manage tax and reporting transformation projects and delivering software training.Skilled in Analytical Skills, Accounting, Customer Relationship Management (CRM), Professional Services, and Tax. Strong consulting professional with a Post – Graduate course focused in Accounting and Tax from Instituto Superior de Contabilidade e Administracao de Coimbra.
Vertex Inc.
View- Website:
- vertexinc.com
- Employees:
- 2544
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Emea E-Invoicing Strategy And Solutions LeadVertex Inc.United Kingdom -
Solutions Marketing SpecialistVertex Inc. Apr 2024 - PresentAs a Tax Subject Matter Expert Advisor, I work closely with Software Product, Marketing, and Sales Account Managers, focusing on:Writing product messaging, value propositions, features/functionality, and technical vision for indirect tax software applicationsSupporting go-to-market strategies for organizational products and professional servicesDelivering consistent messaging that highlights the company's differentiated value proposition in all sales and marketing collateralConducting knowledge transfer and training for both direct and indirect sales channels, contributing to core messaging across the organizationOwning the technical product and solution positioning, messaging by prospective buyer roles with a focus on overcoming competitive objectionsResearching and documenting the competitive landscape with a deep understanding of buyer personas -
Associate Director - Tax Technology ConsultingDeloitte May 2021 - Apr 2024London, England, United KingdomSAP S/4HANA Delivery Team Lead on multinational transformation projectsLarge-scale project manager on Agile (Scrum and Kanban)/Waterfall/HybridBusiness case creation and evidencing, including respond to RFI, RFQ and RFP for the Tax teamChange management & training Experience with Indirect Tax technology - tax engines and compliance toolsExperience with Analytics tool/KPIs reporting -
Tax Implementation Manager (Gct)Kpmg Uk Oct 2017 - May 2021London, United KingdomManage Process and Technology transformation projects, including end-to-end operations reviewProject manage Tax software implementation projects for worldwide clients, with the associated analytic toolsDefine and implement processes and controlsCoordinate and engage with key stakeholdersManage Global Outsourcing compliance contractsDeliver training sessions and prepare all the relevant materials (classroom and web based) -
Implementation ManagerThomson Reuters Nov 2016 - Oct 2017London, United KingdomLead and project manage tax software projects for clients in Europe, USA, and South AmericaProduce legal documentation, including services agreements and statements of workProduce and Manage Data Collection templatesManage the data import process for Automated Data Collection toolsDeliver Certified Implementation training and prepare all the relevant materials (classroom and web based)Provide business analyst advice to other work streams: Systems/QA/Sales -
Lead Implementation ConsultantThomson Reuters Nov 2015 - Nov 2016London, England, United Kingdom -
Senior Implementation ConsultantThomson Reuters Nov 2013 - Nov 2015London, England, United Kingdom -
Implementation ConsultantThomson Reuters Oct 2011 - Nov 2013London, England, United Kingdom -
AccountantGina Lourenco, Hugo Rocha E Associados, Stoc Jul 2010 - Oct 2011PortugalResponsible for the mandatory accounting system migration from Portugal GAAP into IFRS for the company's Client Portfolio
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Cost Analyst/ AccountantEfacec Oct 2009 - Jul 2010São Paulo Area, Brazil*INOV CONTACT PROGRAM*Provide accounting support to the senior accountant.Assist in the daily operations of the Accounting Department: preparing Journal entries, maintaining Balance Sheet schedules and do Account and Bank reconciliations. -
Banking OfficerCaixa Geral De Depositos, S.A. Apr 2009 - Sep 2009Figueira Da Foz, Coimbra, Portugal -
Auditor AssistantKpmg Sep 2008 - Mar 2009PortugalCollect, prepare and analyse financial data for the Senior Auditors.Preparing reports of the Audit findings, with special focus on IFRS rules.
Patricia P. Rocha Jordan Education Details
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Product Marketing -
Instituto Superior De Contabilidade E Administracao De CoimbraAccounting And Tax -
Economics
Frequently Asked Questions about Patricia P. Rocha Jordan
What company does Patricia P. Rocha Jordan work for?
Patricia P. Rocha Jordan works for Vertex Inc.
What is Patricia P. Rocha Jordan's role at the current company?
Patricia P. Rocha Jordan's current role is EMEA e-Invoicing Strategy and Solutions Lead.
What schools did Patricia P. Rocha Jordan attend?
Patricia P. Rocha Jordan attended Product Marketing Alliance, Instituto Superior De Contabilidade E Administracao De Coimbra, Universidade De Aveiro.
Who are Patricia P. Rocha Jordan's colleagues?
Patricia P. Rocha Jordan's colleagues are Kyle Tomalin, Alysha Poles Graves, Esq., Geetanjali (Geet) Malhotra, Kerstin Baxter-Brand, Lucas Benard, Cumba Embaló, Priyanka Avhad.
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