Tax Technology Center of Excellence LeaderResponsible for strategic transformation of US tax practice by embracing and adopting emerging technologies like predictive analytics, artificial intelligence, robotic process automation.

Client: CUNA MutualManaged four large interrelated project work streams including development of retirement services website, mobile application, and technical services as well as reshaping all change management activities Creation and management of charter and statements of work, detailed work plans, project financial tracking, risk profile management, and PMO reportingRequired interpersonal, negotiation, and problem-solving skills in an aggressive “get to market”-focused, matrix environmentIntegral in Implementation of Agile/Scrum and SAFe (Scaled Agile Framework) fundamentals

Continually developed and honed project management skills running a multitude of projects spanning Agile/Scrum custom software development, firm wide software upgrades, and payroll upgrades, and several complex, contrasting firm acquisitionsFocused on initiation, chartering, kick-off, defining business and technical requirements, stakeholder update and relationship management, and most importantly influencing project outcome without direct authority

Innovator for both web-based and desktop applications to solve specific, unique business problems faced by global companyFound success with a high degree of independence leveraging project management, business analytical, and technical skills in finding unique and creative ways to work across boundaries in a complex global environment

Managed projects for high-end software consulting firm including Hirsch Electronics and Lorman Educational Services

Consulted on projects for boutique software consulting firm including clients Microsoft and Crate and Barrel

Effectively managed and led a team of eight software developers bringing disparate but talented, experienced group together under one collaborative, organized and customer-obsessed teamResponsible for greatly improving core technology, internal systems, workflows, and best practices using myriad of technology and architectureIntimately involved in the day-to-day team management of the ATX Forms GroupHeavily involved in leading solutions necessitated CCH acquisition of ATX and TaxWise creating a “Small Firms” products offering

Founded and charted the vision of startup company from idea and inception through development and growth, to being acquired by a large publicly traded company in 2005Heavily involved in entire SDLC in managing software development consultants, tax subject matter experts, web and graphic designers, web usability experts, and quality assurance professionalsInitiated, negotiated and developed a private/public alliance with various municipalities including the City of Oakland to integrate software technology into city processes

Integral in building a San Francisco-based consulting practice to provide technology-based financial solutions serving several multi-national corporate tax and financial departmentsRecruited, developed and led team of 12 tax, finance, and technology-savvy professionals while growing revenue from $0 to $2.1 million in two yearsAdvanced product development in the areas of tax department portals, workflow and document management systems, tax and financial data warehouses and tax compliance automation systemsKey member of firm's Global E-Business Transformation Team, designed to transform itself and its clients into strategic e-businesses

Thrived within a highly competitive environment as a programmer on a complex, enterprise-wide tracking system built to schedule professional resources by industry, skill-set and experience

Worked as lead software developer on highly successful software development projects for clients within U.S. EPA and U.S. Department of DefenseLearned the basics of the Systems Development Life Cycle (SDLC) gleaning experience in all stagesGained an understanding of and committed to a highly customer-centric approach to client service