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Skills

  • Excel
  • Software Design
  • Tax
  • Agile
  • Etl
  • Management
  • Security
  • Visio
  • Accounting
  • Bookkeeping
  • Business Requirements
  • C
  • Data Processing
  • Finance
  • Financial Statements

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Services

  • Finance & Tax Process Specialist

    $50/hr Starting at $50 Ongoing

    Dedicated Resource

    I have over 20 years experience working in U.S. Corporate Tax Departments primarily focusing on technology & process solutions for financial reporting of income taxes and tax compliance. I am a strong...

    .NETAccountingAgileBusiness RequirementsC

  • Project Management (IT)

    $25/hr Starting at $50 Ongoing

    Dedicated Resource

    Develop and maintain project plans and other project management functions including liaising with client project teams and develop, motivate, and train staff level team members. Plan, design, manage,...

    AgileFinanceIT Project ManagementMicrosoft ProjectSoftware Documentation

  • Business Analyst

    $25/hr Starting at $50 Ongoing

    Dedicated Resource

    Business analysis services such as gathering, understanding, and documenting requirements, process flows, visio charts, data structures, reporting mockups, etc. for various projects. Data import/export...

    AnalysisBusiness AnalysisClient RequirementsData StructuresEtl

  • Data Conversion & Transformation

    $25/hr Starting at $50 Ongoing

    Dedicated Resource

    Services include data normalization, conversion, transformation services. I can build ETL solutions and provide data security and testing services.

    Data ConversionData SecurityEtlSecurityTesting

  • Presentations

    $25/hr Starting at $50 Ongoing

    Dedicated Resource

    I can create PowerPoint & Keynote presentations that tell your financial story for executive, investor, and management level presentations. I can create slide templates can automate data for reuse in...

    KeynoteManagementPowerpointTemplates

  • Visio Process Maps

    $25/hr Starting at $50 Ongoing

    Dedicated Resource

    I am a Business Analyst with over 10 years experience creating complex Visio Business Process Maps. I can create Visio solutions that will update automatically based on excel or other data and include...

    Data ProcessingExcelProcess DesignVisio

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About

A mash-up of accounting, tax, & technology in one person.

I have always been the "translator.". The person in the accounting or tax department that can understand the business requirements and configure them into a technology solution.


I have over 20 years experience working in U.S. Corporate Tax and Accounting Departments primarily focusing on technology & process solutions for financial reporting of income taxes and tax compliance. I am a strong business analyst & project management professional with excellent writing, presentation, and management skills. I love finding ways to streamline data processes and have a unique ability to explain the tax world to the IT teams and vice versa.

My experience includes:
-accounting and tax background
- executive interaction & presentations
- working with risk management, internal audit, security, software developers, general ledgers and other finance systems
- writing functional specifications, business requirements, testing & training documents
- working with third party software vendors and consultants
- project management - Agile, Waterfall, & hybrids
- implementation of global ERP, CRM, and other financial software solutions of various sizes
-insurance and financial services expert
-ASC740 & SSAP101

Knowledgeable of Database concepts, MySQL, Oracle, etc.

Implementation experience:
JD Edwards
SAP
Oracle Financials
Longview
Hyperion
Cognos
Corptax
MDM

Experienced with Microsoft products - Excel, Word, PowerPoint, Visio, Project, Visual Studio, .Net, C#

Work Terms

I am open to both fixed fee and hourly projects. I expect a conversation in the beginning to ensure clear communication on scope, requirements, and expected results.