Senior Project Manager / Program Manager

JONATHAN DOUGLAS WOMACK

aceefh@r.postjobfree.com **** W. ARMITAGE AVE, UNIT B

MOBILE: 312-***-**** CHICAGO, IL 60614

PROFILE

A senior manager with 15 years of consulting experience leading transformation initiatives across

North America, Europe, and the Middle East. Strong experience building relationships with people from

diverse backgrounds and skillsets across all levels within an organization.

SUMMARY OF ACHIEVEMENTS AND QUALIFICATIONS

15 years of international experience designing and implementing business process improvements across

multiple industries in the US, Canada, The Netherlands, Belgium, and the United Arab Emirates

Strong relationship management, team building, and communication skills

Able to quickly gain credibility across diverse functional areas and at all levels of an organization

Experience managing large complex proposals and business cases ranging between $100K and $5M

Successfully built an international team of 100 tax process improvement experts across Europe and

extensive experience mediating between competing priorities and reaching solutions

Implemented a Customer Relationship Management system (Salesforce.com) for a large, international tax

compliance consulting business supporting more than $40M in annual revenues

Developed gas imbalance system in time to save the client from a $1M penalty

Reduced cost of maintaining gas plant imbalances in spreadsheets by $18,000 per year

Reduced cost associated with a pre-existing paper contract filing system by $22,000 per year

Works well under deadlines and extreme pressure

Willing to travel

PROFESSIONAL EXPERIENCE

2013 – Present William Blair (Contract Assignment)

William Blair is a global investment banking and asset management firm with $72.5 billion in client assets.

SENIOR OPERATIONS PROJECT MANAGER CHICAGO, IL, USA 11/2013-5/2014

Re-designed operational processes, including Client Accounts, Cash Management, and Corporate Actions,

as part of the Operations Transformation program to streamline processes and reduce total operating costs

Reported to the COO and provided regular updates to senior leadership and other key stakeholders on

progress and worked closely with them to resolve any outstanding issues

Worked with COO and Heads of Internal Audit, Compliance, Investment Management, and Private Client

Advisors to address key risks and meet financial services industry regulatory requirements, and drove

corresponding improvement initiatives through to completion

Introduced additional security measures to combat increasing threats of fraud and theft of investor assets,

including modification of funds and securities transfer procedures, publishing revised procedures on intranet,

delivery of training to Investment Management and Private Client Advisors teams, and preparation and

delivery of client communications

Automated the distribution of notices to brokers regarding corporate actions

Streamlined the process of executing retirement plan distributions

2006 – 2013 PricewaterhouseCoopers (PwC)

PwC is the world’s second largest professional services firm and one of the Big Four auditors.

SENIOR MANAGER – TAX TRANSFORMATION AMSTERDAM, NETHERLANDS 9/2011 – 8/2013

Indirect Tax Network – EMEA Region BRUSSELS, BELGIUM 3/2010 – 8/2011

DUBAI, UNITED ARAB EMIRATES 8/2008 – 2/2010

Advised clients across multiple industries to transform their tax operations by applying business process

improvements to more effectively and efficiently manage indirect taxes

o Streamlined the operating model for a tax helpdesk supporting the business of a Fortune 100

beverages company across Europe – supporting an engagement of $100K annually

o Introduced an automated approach to better control the processing of invoices and ensure tax

compliance for a Fortune 100 consumer packaged goods company with Shared Service Centers

supporting more than 50 countries

o Managed the implementation of an electronic audit program as part of a wider modernization project

for the tax administration in a new EU member state; project involved a joint venture with a

documentation service provider and technology vendor (local ACL distributor) and total project

budget was $380K

o Implemented tax process management software to help a global agricultural trading company better

manage their tax compliance processes around the world and reduce total operating costs

Managed a range of internal transformation projects to improve PwC service delivery and sales processes

o Helped design PwC’s Tax Management Maturity Model (T3M), an internationally recognised model

to assess and improve the maturity level of a tax function across a wide range of building blocks,

including strategy, organization, processes, IT, controls, and risk management

o Responsible for vendor evaluation and implementation of a global sales and targeting tool

(Salesforce, Software as a Service solution) for PwC’s Global Compliance Services network with a

project budget of approximately $250K, including coordination with Global Risk Management,

Procurement, IT Security, and Data Privacy teams

o Implemented an internal knowledge management system (Gateway) for the Global Indirect Taxes

network, including coordination with Marketing, Knowledge Management, IT, Learning & Education,

and Network Leadership

o Worked with Global Advisory team to build out the PwC Transform Methodology – an international

standard within PwC for any major transformational change project – and better align PwC service

offerings

Developed and drove the strategy of PwC’s international Indirect Tax – Technology, Process, and Controls

network, a group of 100 experts across 15 European countries – responsibilities included:

o Pro-actively managed strategic programs regarding people strategy, including the development of

team structures, role definitions, training programs, and methodologies

o Managed the sales and targeting process for the international team, with annual revenues of $15M+

o Developed and presented large, complex proposals and business cases with budgets ranging

between $100K and $5M, often working closely together with multiple service providers and

technology vendors

o Created and managed an internal training program for international team of specialists via online

training modules and live training courses

o Reported progress to senior leadership and other stakeholders on progress of initiatives

Presented on a regular basis at global and regional Indirect Tax conferences, seminars and training events

on regulatory trends in tax administration and best practices for using business process improvements to

help better manage indirect taxes and automate compliance processes

ASSISTANT MANAGER – INDIRECT TAX TRANSFORMATION

Tax & HRS Practice

Established a European network of Indirect Tax

professionals to collaborate on business process

improvement services, share best practices, and

encourage cross-border sales of services

Developed and managed technology strategy for

the European Indirect Tax Network

Worked with European Indirect Tax Leadership

Team to prioritise and arrange funding for

initiatives

Established and maintained contacts within other

lines of service and global networks to ensure

cohesive strategy

Managed product development process from

business case through implementation and

transition to maintenance for the following

products: VAT Optimizer (indirect tax

governance, audit, and risk management

solution), Compliance Management System

(program to create and file corporate tax

returns), and GlobalTaxCenter (tax planning and

reporting tool to manage a client’s global tax

position)

Helped develop the Dutch VAT audit and review

processes and methodology

1999 – 2005 Quorum Business Solutions

Founded in 1998 by five senior management consultants

from Accenture, Quorum is a product-centered services

company that develops and supports industry standard

applications for clients in the oil and gas industry.

SENIOR CONSULTANT, MIDSTREAMS PRODUCTS PRACTICE

AltaGas – Contract, Volumes, and Invoicing implementation

Co-managed first Canadian implementation of

Quorum products

Worked with client team to standardize invoicing

requirements for 60+ facilities into a single invoice

format

Responsible for integration of Business Objects to

improve reporting capabilities for client

ChevronTexaco – The Intelligent Plant System implementation

Managed implementation of six ChevronTexaco

processing plants onto TIPS gas plant accounting

system

Managed effort to design, construct, and test inbound

interfaces from SAP

Worked with management to monitor project status

and adapt to meet business objectives

Delivered introductory and advanced training sessions

for accountants, IT support, and management

Duke Energy – The Imbalance Evaluator implementation

Managed implementation from design through rollout,

and implemented ongoing support process

Managed development of TIE application and

interfaces to PeopleSoft GL, AR, and AP

Trained all 50 employees in regional client offices to

use application and understand business practices

CONSULTANT, MIDSTREAMS PRODUCTS PRACTICE

Western Gas Resources – Contracker

development and implementation

Developed business requirements and

constructed product design for

Contracker product and managed

software development from client site

Union Pacific Resources – PREPS (Producer

REPorting System) development

Interviewed client representatives to

understand reporting requirements and

performed data mapping

EDUCATION AND HONORS

1994.1999 Bachelor of Science, Industrial

Engineering, Oklahoma State

University, 1999, GPA 3.6/4.0

President, Institute of Industrial

Engineers

Dean’s Honor Roll – 4 years

Member, Engineering Honor

Society

PROFESSIONAL DEVELOPMENT AND ADDITIONAL SKILLS

Quorum Project Management Methodology

Business Development and Sales training

o Sales Methodology (Velocity), delivered by Beacon Worldwide

o Pricing and Negotiation Skills

o Consulting Skills and Winning Proposals

Value Added Tax courses

o Introduction to European Union – Value Added Tax (VAT), International Bureau of Fiscal Documentation

o Introduction to VAT, University of Tilburg (8/10), as part of European Taxation Masters coursework

o ERP Awareness for VAT professionals, PwC

o VAT course for VAT Managers, PwC

Language skills: English – Native, Dutch – intermediate, Spanish – beginner

Strong working knowledge of Oracle, Business Objects, Crystal Reports, Quest SQL Navigator,

Embarcadero SQL products, SQL Plus, MS Office, MS Project, MS Visio, MS SharePoint, MS Outlook,

Lotus Notes, Visual SourceSafe

INTERESTS

Traveling, language study, soccer, tennis, squash, and skiing

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