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Work Background
Primero Games, LLCProduct Launch Manager
Jul. 2023 - Oct. 2023Norcross, Georgia, United StatesManaged launch of gaming system, Point of Sale, and website to market. • Developed product roadmap for gaming product portfolio, and created Jira Epics, Stories and Tasks for development teams in 3 countries. Led daily standups, product demos, sprint planning and grooming. • Coordinated with key client for testing, acceptance and deployment of POS platform in Charlotte, NC.
Apex SystemsTreasury Product Owner - Merger
Mar. 2022 - Jun. 2023RemoteSystems integration for US Bank merger: Created roadmaps to prioritize delivery of products for Payments and Risk Management from legacy application into new business banking platform:
• Developed product feature roadmap to deploy Fraud Risk Management products and services. • Enabled clients to upload large volume of wire, ACH, and Zelle payment transactions and integrations with QuickBooks, NetSuite, Sage Intacct, and SAP.
• Led weekly team meetings for client engagements, requirements gathering, sprint planning, vendor integrations, banking feeds, payments APIs using Jira, Confluence, Postman. • Led project to decommission existing application including offloading 30+ clients, API development, data extraction, and transitioning to new solutions to meet decom deadline.
Wealth Access, Inc.Enterprise Delivery Manager
Dec. 2021 - Mar. 2022Nashville, Tennessee, United StatesCoordinating new client implementations, new development and production support across Wealth Access teams and partners. • Developed Fintech product feature inventory and roadmap, estimations and scheduling
• Managed Sprint roadmap across 18 clients, production support and technical debt.
• Led weekly client engagement meetings, requirements gathering, vendor integrations, banking feeds, document and financial data APIs, and contractors. • Delivered new features for categorization, Role Based hierarchy, Tax lots, and statement vault.
ImprovingProject Manager
Mar. 2021 - Oct. 2021Alpharetta, Georgia, United States☛ Project manager on SaaS platform to integrate text messaging, public application process, and compliance investigation process. ☛ Delivered requirements, testing, and upgrade to client configuration applications. ☛ Strategic analysis on development team and organizational growth opportunities.
Lions Hearth HomesProject Manager
Mar. 2018 - Mar. 2021Greater Atlanta Area☛ Project Manager on real estate renovations, innovative solutions for distressed properties, residential renovations and house flipping. Turning old houses into new homes.
☛ Responsible for admin, accounting and reporting in Sage Intacct.
Ernst & YoungAssistant Director
Mar. 2013 - Mar. 2018Alpharetta, GeorgiaProject Management, Business Analysis on internal tax solutions used for client engagements. Develop and automate tax products and tools to support client engagements.
☛ Created marketing website for Corporate Tax Reform analysis based on IRS XML file.
☛ Integrated partnership allocations engine with partnership forms production.
☛ Updated lease accounting tools for ASC 840/842.
☛ Management of enhancements to portfolio of tax applications and GL integrations with OneStream, SAP, Intacct, and Epicor.
☛ Delivered training sessions for America’s Tax BA Team, conducted peer reviews, and BA standards.
☛ Document roles, processes, and prototyping for global payroll program.
J.P.MorganGlobal Custody Tax Project Manager
Aug. 2010 - Mar. 2013New York, New York☛ Managed projects from product concepts, through operational tax services sold to global fund clients for $2T assets under management. Generated and automated system to create, pre-populate, and distribute annual tax documents for 2000 global clients for account maintenance, RAS, and Reclaim tax relief.
☛ Designed and developed Global Tax Services - Tax Documentation product to pre-populate and distribute 124 electronic forms to global custody customer base.
☛ Developed Outstanding Tax Document Report, including value of potential tax claims, and merging data from five global systems integrated into a single client report.
☛ Permitted client reporting on ECJ reclaims by reconciling six years of withholding data into a reportable format.
KPMGPartnership Tax Automation Project
Jan. 2008 - Oct. 2009Montvale, NJ☛ Managed a project to research, document, prepare and automate federal and state K-1s and 1065 returns for over 2,000 partners utilizing GoRS and Partner Form Tool and produced K-1s for 14 states. Created auditable documentation, detailed process flows, SOPs, and annual tax return project plan for tax filing process.
☛ Improved tax compliance efficiency by over two months by identifying process and data enhancements.
☛ Enhanced productivity and risk management by developing the Tax Process Project Plan.
☛ Designed and implemented a tax general ledger system to enable automation and quality.
CITTax Data Warehouse Project Manager
Apr. 2006 - Jan. 2008Livingston, NJ☛ Improved tax capacity planning by improving and automating the Lease tax accounting process, carry over losses, and accounting data quality. Implemented new procedures to reduce reconciliation and compliance efforts. ☛ Performed, documented and automated Asset Deferred Tax Roll-forward reconciliation reports. ☛ Led project team of Treasury, Tax, and Technical staff to incorporate data from SAP General Ledger and 12 Lease systems into tax data warehouse. Remediated inconsistent data through standardization project.
PfizerSenior Manager
Apr. 2001 - Apr. 2005New York, New York☛ As Project Manager, delivered cross-functional dashboard to US pharma team. ☛ Generated a product and medical information delivery system, ePharmacia.com.
☛ Managed system enhancements for Sales Force Automation, Data Warehouse, and marketing teams.
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