Experience

Tolleson Wealth Management

• United States
• Financial Services
• 100 - 200 Employee

• Director, Business Operations

  • Jan 2022 - Present

  Dallas, Texas, United States

• Manager of Business Analysis

  • May 2018 - Jan 2022



ADP

• United States
• Human Resources Services
• 700 & Above Employee

• Senior Product Director and Business Analyst

  • May 2010 - Feb 2018

  Richardson, Texas Directed the complete software development lifecycle, managing projects through planning, scope/backlog, content, progress/velocity, and quality while navigating co-located and distributed teams. Completed high-level and deep-dive business analysis for operations processes and software requirements. Architected and maintained product roadmaps, risk analysis assessments, and business cases. Created user stories, acceptance criteria, and release documents. ADP acquired EmpowerTax from… Show more Directed the complete software development lifecycle, managing projects through planning, scope/backlog, content, progress/velocity, and quality while navigating co-located and distributed teams. Completed high-level and deep-dive business analysis for operations processes and software requirements. Architected and maintained product roadmaps, risk analysis assessments, and business cases. Created user stories, acceptance criteria, and release documents. ADP acquired EmpowerTax from Kronos in September 2016. Show less



Kronos Incorporated

• United States
• Software Development
• 700 & Above Employee

• Senior Product Director and Business Analyst

  • May 2010 - Feb 2018

  Dallas/Fort Worth Area Directed the complete software development lifecycle, managing projects through planning, scope/backlog, content, progress/velocity, and quality while navigating co-located and distributed teams. Completed high-level and deep-dive business analysis for operations processes and software requirements. Architected and maintained product roadmaps, risk analysis assessments, and business cases. Created user stories, acceptance criteria, and release documents. Kronos acquired Empower Software… Show more Directed the complete software development lifecycle, managing projects through planning, scope/backlog, content, progress/velocity, and quality while navigating co-located and distributed teams. Completed high-level and deep-dive business analysis for operations processes and software requirements. Architected and maintained product roadmaps, risk analysis assessments, and business cases. Created user stories, acceptance criteria, and release documents. Kronos acquired Empower Software Solutions in January 2016. Show less



Empower Software Solutions

• United States
• Human Resources Services
• 1 - 100 Employee

• Senior Product Manager

  • Apr 2009 - Apr 2010

  Dallas/Fort Worth Area Product Owner and Scrum team member, driving vision, direction, and scope/backlog for payroll tax products and services. Authored user stories, requirements, and functional specifications to fulfill complex business objectives. Presented business cases and results of risk assessments to executive leadership. Guided all phases of SDLC for all project release projects. Developed product roadmaps for internal and external audiences. Empower Software Solutions acquired Sage Compliance… Show more Product Owner and Scrum team member, driving vision, direction, and scope/backlog for payroll tax products and services. Authored user stories, requirements, and functional specifications to fulfill complex business objectives. Presented business cases and results of risk assessments to executive leadership. Guided all phases of SDLC for all project release projects. Developed product roadmaps for internal and external audiences. Empower Software Solutions acquired Sage Compliance Services (a division of Sage) in February 2009. Show less



Sage

• United Kingdom
• Software Development
• 700 & Above Employee

• Product Development Manager

  • Nov 2007 - Mar 2009

  Dallas/Fort Worth Area Headed software design and development to meet client needs, specifications, and deadlines. Partnered with the team to plan, design, and develop comprehensive solutions. Actively involved in building the Software Development teams through planning and directing staffing, training, and performance evaluations. Outlined requirements and functional specifications. Monitored QA, analyzed software performance, and modified PL/SQL code.



Sage

• United Kingdom
• Software Development
• 700 & Above Employee

• Senior Project Manager

  • Dec 2004 - Sep 2007

  Dallas/Fort Worth Area Joined forces with Product Management teams to deliver multiple software development projects while ensuring all tasks completed on-time and within budget. Analyzed business to identify opportunities for process and product improvement. Documented business requirements and functional specifications. Monitored research activities in collaboration with the Product Compliance Department. Prepared budgets and assisted in troubleshooting code. Sage acquired Federal Liaison Services in… Show more Joined forces with Product Management teams to deliver multiple software development projects while ensuring all tasks completed on-time and within budget. Analyzed business to identify opportunities for process and product improvement. Documented business requirements and functional specifications. Monitored research activities in collaboration with the Product Compliance Department. Prepared budgets and assisted in troubleshooting code. Sage acquired Federal Liaison Services in November 2004 Show less



Federal Liaison Services

• United States
• Software Development

• Business Analyst

  • Jun 2002 - Nov 2004

  Dallas/Fort Worth Area