• Collaborating directly with customers, partners, and other internal and external groups as needed to understand and translate their needs into content requirements. • Serving as a client-facing, subject matter expert in partnership with Vertex’s sales and VC team to drive business growth. • Acting as a Subject Matter Expert (SME), sustaining the Vertex Brand in the marketplace of Vertex as an Indirect Tax leader. • Influencing product direction and content roadmaps for US Indirect Taxes, particularly with respect to, but not limited to, Vertex O Series products. • Representing Vertex Tax Research in Indirect Tax industry forums and User Groups. • Establishing processes and Service Level Agreements with Key Stakeholders like Product Management, Sales, & VC to improve working relationships, operational efficiency & customer satisfaction. • Possessing an excellent understanding of Indirect Tax and business trends and having the ability to translate into the requirements for current Vertex products or new solutions. • Having the ability to look beyond current Vertex content and product offerings to identify complimentary software and services that can be provided to customers. • Managing multiple complex high impact projects simultaneously. • Contributing expert perspective to the development of business strategies. • Managing those they lead on the creation and execution of their work assignments. • Communicating status of team activities to project teams and Sr. Management • Manage setting scope and deadlines.• Representing Content as a stakeholder in segment level product requirements and project planning activities. • Owning attainment of high employee satisfaction and retention; lead development of programs and initiatives within group to attain high employee satisfaction. • Looking for opportunities to improve work processes and activities by using business technology and other resources.

Job responsibilities included:• Managed and led multiple new content projects, which include development, resourcing, roadmap requirements and preparation for implementation. • Managed research tasks by defining goals, developing, and maintaining project plans, coordinating available resources within own department and with other key stakeholders, assigning tasks, setting priorities, and reporting status to executive leadership. • Ensured the availability, productivity, and talent of qualified, motivated staff by recruiting, selecting, training, leading and providing meaningful development opportunities and development plans for staff and by facilitating work responsibilities of staff members. • Provided leadership to Tax Research and other Vertex teams by collaborating closely with peers in the Research Management Team and Product Management to develop and implement cohesive and integrated capacity plans to increase Vertex's capacity and capability pertaining to Vertex's tax needs. • Ensured the accuracy of tax data represented in the software and publications by managing individuals that analyze, gather, and interpret tax laws, regulations, ordinances, case law, and literature. • Championed change management and process improvements and communicated clearly and effectively how change in processes/automation will help the organization meet business goals. • Actively participated as a member of the North America Indirect Tax Leadership team, including making recommendations regarding staff levels and skills to achieve goals and objectives of the team.

Engaged with clients to ensure global withholding tax compliance for US and non-US entities and to give technical and operational support on a wide variety of global withholding tax issues.• The development of Global Enterprise Standards for withholding tax processes including supplier on-boarding, ERP configurations, identification and tracking of filings, source of truth rules/rates database, and identification of the transactional information necessary for the completion of withholding tax returns.• Defining the information required to be configured and maintained in an automated system that applies withholding tax to vendor invoices on a global scale. Utilize this information to perform a fit-gap analysis against the client’s current systems and processes• Defining requirements for the development of a global system to centralize the collection and retention of supplier on-boarding residency and treaty documents. • Defining requirements for the development of a global system to centralize the collection and retention of withholding tax receipts issued by customers. • Maintain and enhance a client’s automated global withholding tax calculation system • Work with a client to leverage RPA technology to scale their automated global withholding tax calculation system across multiple Oracle and SAP platforms.• Utilization of Alteryx to streamline the US 1042 reporting process and build logic that significantly reduced the client review time, and therefore reduced client staffing needs. The Alteryx solution leveraged automation, increased processing power, and minimized the risk of human error.

• The operational responsibility to ensure global withholding tax compliance• Provide technical and operational support on a wide variety of global withholding tax issues• Establish, lead and execute tax processes to calculate information reporting and withholding tax liabilities• Prepare and review global information reporting tax returns and provide operational tax support that legal entities or businesses may require • Own execution of processes to review and file global information reporting and withholding tax returns for GE’s US and non-US entities • Maintain and enhance GE Power’s withholding tax calculation system

• Coordinate and support implementation of company-wide tax standards and automation tools (such as Sabrix and Withholding Tax Engine) to achieve transaction tax reporting and compliance excellence • Technical oversight and responsibility for communicating global tax reporting and compliance requirements for GE Power Sourcing’s worldwide operations and activities• Support the Sourcing Controller’s development and implementation of tax-sensitive policies and procedures of Global Sourcing’s worldwide operations and activities• Monitor and support enhancements of supplier master file, purchase order and accounts payable processes to ensure accurate, complete and timely collection and retention of tax-sensitive data and documentation• Coordinate US 1042 information reporting and provide global withholding tax support for GE Power

• Support of multiple transactional tax engine projects and validation of test results • Working closely with teams that required transactional tax data for reporting and auditing• Driving functional project engagement and standard solutions with businesses• Working with cross-functional teams to assist with developing and responding to user requirements, problem resolution, process modeling, and training • Acted as a liaison between the Business, IM, Corp Tax, and tax compliance vendors• Lead efforts to support and enhance business tax processes and systems• Support business tax implementations for mergers, acquisitions, and dispositions• Act as the single point of contact for functional tax issues for GE Energy businesses• Document businesses buy and sell processes and the development of standards• Closely partner with accounts payable functional leadership to develop comprehensive compliance solutions

Responsibilities included:• Support multiple transactional tax engine projects and certify test results (UAT/SIT)• Drive functional project engagement and standard solutions with businesses• Work with cross-functional teams to assist with developing and responding to user requirements, problem resolution, process modeling, and training • Liaison between the Business, IM, GE Corp Tax, and tax compliance vendors• Work closely with teams that require transactional tax data for reporting and auditing• Lead efforts to support and enhance business tax processes and systems• Support business tax implementations for mergers, acquisitions, and dispositions• Single point of contact for functional tax issues for GE Energy businesses• Document businesses buy and sell processes, standards, etc. • Closely partner with accounts payable functional leads to ensure scope and solutions are comprehensive for the business • Provide input on production related issues

Client portfolio:Fortune 100 Manufacturing Company ($32 Billion) Fortune 100 Financial Services Company ($10 Billion) Fortune 500 Office Products Company ($6 Billion) Equipment Leasing Company ($1.8 Billion Portfolio)Technology Services Company ($500 Million)Software Design Company ($250 Million) Responsibilities included:• Provided technical guidance to clients regarding sales and use tax matters• Assisted clients in the management of state and local sales tax audits• Performed audit workpaper reviews and assembled protest documentation• Negotiated and filed multiple voluntary disclosures agreements• Provided general sales tax department management staffing• Filed multiple no-name letter ruling.• Developed procedures and reports to confirm that sales and use tax were not overpaid.• Managed a pre-audit review to identify the client’s exposure prior to state sales and use tax audits. The project consisted of a comprehensive review of business processes, exemption certificate management, asset purchases, expense purchases, and account reconciliations. Significant exposure was identified which allowed the client to proactively take steps to reduce the exposure. • Assisted with the development of unclaimed property compliance policies and reporting• Performed tax research and developed tax matrices

January 1998-April 2002 - Tax Manager / Senior Tax Manager January 1997-December 1997 - Tax SupervisorFebruary 1992-July 1996 - Tax Coordinator / Tax Analyst I / Tax Analyst II Responsibilities progressively increased as I advanced from an entry level employee to the management of the function and included:• The administration of the sales tax compliance function which consists of filing over 550 sales tax returns monthly • The concurrent management of approximately 40 state and local sales tax audits • Performed the sales, payroll and property tax due diligence on 200+ prospective acquisitions• Responsible for the assimilation of acquisitions for sales and payroll tax purposes• Centralization and scanning of resale and exemption certificates• Researching and answering technical questions in the payroll and sales and use tax areas posed by operating personnel• Developing and managing the unclaimed property reporting procedures and filings• Developing and maintaining tax matrices for the various business units