Summary

An innovative business excellence leader with a strong history of driving high-performance teams to meet or exceed objectives. Dedicated and hardworking with an internal drive to deliver excellence. A strong team builder with a proven track record in business operations, accounting, project management, strategic planning, and client relationship management. That has demonstrated the ability to complete tasks accurately despite interruptions and competing demands.

Skills

Project Management, Business Analyst, Product Management, Tax, Software, Finance, Strategic Thinker, Taxation, Forecasting, Project Life Cycles, Presentation Skills, Subject Matter Expert, Communication, Time Management, Mediation, User Experience, Accounting, Consulting, Collaboration, Charismatic Influence, Documentation, Customer Satisfaction, Multi-tasking, Analysis, Training, Team Development, Continuous Improvement, Public Speaking, Product Life Cycle, Agile, Scrum, Stakeholder, Six Sigma, Queries, Self-Motivated, Gather Requirements, End User Satisfaction

Lacerte, Slack, TurboTax, Workday, ProConnect Tax Online, Java, Microsoft Office, SharePoint, Word, Excel, PowerPoint, Access, Dropbox, LinkedIn, GAAP, iDesign, Onesource, Go Systems, Ultra Tax, SQL, eForm, Data Connection

Experience

09/2019 – 04/2023

04/200 - 03/2019

Intuit Plano, TX

Scrum Master and Tax Application Programmer II

Scrum master for our specialized team to coordinate compliance between taxing jurisdictions and our end users.

Tax Expert Community Ambassador tasked with mentoring newer team members across teams.

Implemented a knowledge base solution for the new hybrid work environment to training materials and frequently asked questions to help alleviate churn and developer pitfalls.

Part of a highly skilled agile team that delivered a product with over a 99.5% acceptance rate.

Thomson Reuters Carrollton, TX

Project Manager and Lead Business Systems Analyst

Drove statements of work (SOW) to increase profits, resulting in $5M+ annually

Led a team of over 250 team members, such as accountants, managers, engineers, and programmers

Set a standard of targeted goals for the tax software department annually to create client satisfaction and retention rate.

Delivered 90 projects successfully and accurately within the scope and under budget

Collaborated with ten divisions to reduce risk and the amount of time our clients spend in the return

Held quarterly status update presentation meetings for senior leadership for 35 executives

Organizing committees and setting realistic milestones to ensure client projects are executed within the project scope, budget, and deadline

Created uniformity between the tax applications to have the same look and feel for better client functionality

Designed and developed a SharePoint informational page focusing on sign-off and project status updates

We performed a due diligence effort to research the feasibility of developing a software interface between IRS drafts and our tax application by facilitating user meetings across multiple company disciplines.

Wrote use case scenarios for client training of new hires to grade them on product knowledge.

Schneider, Frazee, Matocha PC La Grange, TX

Senior Accountant

Completed over 500 comprehensive valuation analyses and credit reviews of 75 not-for-profit companies

Integral in the day-to-day accounting operations effort that resulted in 7% annual increases

Managed a client base of 175 while mentoring and training 5 team members

Developed and served as the subject matter expert (SME) to create tax planning to comply with tax law changes

Designed and implemented an extensive Excel program to automate water bills and offer different payment options for the water company, increasing accuracy efforts by 10% quarterly

Guided clients in the achievement of loans, such as home, company, investments, farms, and disasters

Assisted in the tax ramifications and mitigation caused by acquisitions

Prepared tax returns for Individuals, Not-for-Profits, Corporations, and Trusts in compliance with GAAP standards.

Education and Training

University of North Texas Denton, TX

Applied Arts and Science, Accounting

Volunteer Service

Former board member of the Little Elm Youth League, coaching and mentoring many young student-athletes

President/Treasurer of the football board: Fundraise, book-keeping, manage league funds.

Executive Community Committee engaging many families

Coaching for over ten seasons, I've built relationships with countless families in the area.

Creating an emphasis on the classroom as well as success on and off the field

Recognition

Thomas Reuters: 2015 innovator of the year, 2-time Hackfest Finalist

Intuit: 2-time Global Engineering Days Code Funded, Tax Community Mentor/Ambassador

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