Plano, TX *****
*****.****@*******.***
KERRY ROUP, CPA
SKILLS & ABILITIES
I have over 20 years of experience providing award winning solutions to the accounting profession. I am an intuitive manager with consistent success with project management and software development. I excel at process improvements and building highly effective teams.
CPA
SharePoint Administrator and Internal Trainer
Project Management
Project management from initiating to closing
Develop schedule of projects and their scope, set priorities, monitor progress and adjust as necessary due to changes in the marketplace, IRS and state changes to forms and instructions and corporate priorities
Propose and implement plans to reduce cost, improve functionality and user experience
Project and resource planning to meet/exceed company objectives
Create processes and documentation to reduce questions and increase productivity
Lead discussions with clients to discuss concerns, enhancement requests and requirements
Lead teams to develop new designs to optimize client’s workflow, work with clients on requirements, formulate written plans, communicate plans with options to upper management, and execute approved plans
Design and implement new processes and imports to increase user productivity
Team Management
Manage teams in size from 10 to 21 programmers and analysts; local teams, remote teams and team members
Interview, hire, supervise, train, terminate, review, monitor, discipline, mentor, lead staff in a professional manner
Set individual and team goals and assist staff in their efforts to achieve these goals
Analyze tax forms and related law for changes and enhancements
Oversee evaluation of updates, enhancement requests and enhancements to be implemented
Utilize metadata reporting to improve quality, review projects and increase productivity
Design and implement new processes and imports to increase user productivity
Team Development
Succession planning and development of staff
Development planning and career development with staff
Promote and facilitate innovation
Hackfest facilitator and participant
EXPERIENCE
THOMSON REUTERS
Dates: December 1994 to Present
Locations: Carrollton Texas and Dexter Michigan
Manager – Inter-Application Team (February 2016 to present)
Lead and manage SOWs (Statement of Work) for client engagements
Manage documentation team for the GoSystem tax software
Manage team to develop import/exports for the GoSystem tax software
Manage development of spreadsheets within the GoSystem tax software
Manage e-file for 1040, 1041, 706 and 5500 products in GoSystem tax software
Manager – GoSystem Tax Development (May 2005 to November 2016)
Manage team of analyst for development of the 1040 federal/state, and 5500 GoSystem Tax software
Manager – Conversion Services (March 2001 to May 2005)
Manage team of programmers and analyst to develop software to convert client data to the CS Professional Suite
Supervise conversion room processing for client data
Tax Analyst / Senior Tax Analyst (September 1997 to March 2001)
Review tax law changes, test and develop software for the tax and depreciation programs for the CS Professional Suite
Develop conversion programs to convert client data to CS Professional Suite software programs
Support Representative (December 1994 to September 1997)
Provide support for the tax, depreciation and practice management software for the CS Professional Suite software (current product name)
Supervise conversion room processing for client data
EDUCATION
WALSH COLLEGE, TROY MICHIGAN
Masters of Science in Taxation, April 2001
Concentration: Taxation of Small Businesses and Their Owner
EASTERN MICHIGAN UNIVERSITY, YPSILANTI MICHIGAN
Bachelor of Business Administration, December 1994
Major: Accounting
COLLIN COUNTY COMMUNITY COLLEGE, PLANO TEXAS
Continuing Education Courses, in progress
Project Management Certificate Series
Introduction to Project Management – Complete
Integration and Scope Management – Complete
Time and Cost Management – Complete
Human Resources and Quality Management – Complete
Communications and Risk Management
Procurement and Stakeholder Management
LEADERSHIP
Women at Thomson Reuters committee chairperson (2015 – current)
Mentor for Professional Leadership Program at University of North Texas (2015 – current)
Hackfest facilitator (2015 – 2016)
Active member of Plymouth Michigan Jaycees (2003 – 2005)