Experience

Corporate Tax Incentives

• United States
• Financial Services
• 100 - 200 Employee

• Director of Product Management

  • Jan 2023 - Present

  Folsom, California, United States • Translates Principals’ vision into the product strategy aligned with company priorities • Spearheads the selection of development partnerships with remote/global teams • Owns the product roadmap • Bridges relationships between principals, key stakeholders, and development partners to ensure product vision is aligned across all teams • Prioritizes features backlog and collaborates closely with PO to write requirements • Strong relationship with entire development team, to… Show more • Translates Principals’ vision into the product strategy aligned with company priorities • Spearheads the selection of development partnerships with remote/global teams • Owns the product roadmap • Bridges relationships between principals, key stakeholders, and development partners to ensure product vision is aligned across all teams • Prioritizes features backlog and collaborates closely with PO to write requirements • Strong relationship with entire development team, to ensure they know their incredible value

• Associate Director, Audit and Quality Assurance

  • Feb 2022 - Mar 2023



UNITED IN PURPOSE

• Executive Director, Operations

  • Apr 2020 - Jan 2021

  Executive oversight of UiP/Ziklag operations which included a 100% remote team of four Directors and 21 Staff: Strategic Initiatives, Technology, HR, Marketing and Communications, Events, and Membership Growth. -Worked with Chief Officers of nationally known nonprofits and consultants building strategic project proposals. -Developed grant award process for 501c3 and c4 organizations. -Trained PM team to execute grants, lead strategic discussions, develop analytics reporting… Show more Executive oversight of UiP/Ziklag operations which included a 100% remote team of four Directors and 21 Staff: Strategic Initiatives, Technology, HR, Marketing and Communications, Events, and Membership Growth. -Worked with Chief Officers of nationally known nonprofits and consultants building strategic project proposals. -Developed grant award process for 501c3 and c4 organizations. -Trained PM team to execute grants, lead strategic discussions, develop analytics reporting. -Speaker at events as well as leading monthly membership conference calls. -Served as Board Secretary and liaison to the Chairman. Show less



LIVING STONES FOUNDATION CHARITABLE TR

• United States
• Investment Management

• Executive Administrator

  • Oct 2018 - Apr 2020

  Exec Assistant to UIP Board Chairman, Eldred Family Office, and Living Stones Foundation. -Gatekeeper, Speechwriter -POC for United in Purpose team, mentoring, coaching, training in business process improvements -Developed process for strategic initiatives for Ziklag committees and partners -Worked closely with start-ups and alternative investments



OneSource Virtual

• United States
• IT Services and IT Consulting
• 500 - 600 Employee

• Customer Success Manager

  • May 2017 - Oct 2018

  Dallas/Fort Worth Area Strategic position responsible for customer relationships throughout lifecycle, beginning with sales. Managed a portfolio of 43 Workday customers generating $11.2M in revenue, traveling 35% in partnership with Sales team. Responsible for renewals, service delivery, customer engagement, health/risk mitigation, proactive communications, and escalations. Key responsibilities: -Strengthen relationships with customers’ executive and operational teams as a trusted advisor. -Responsible… Show more Strategic position responsible for customer relationships throughout lifecycle, beginning with sales. Managed a portfolio of 43 Workday customers generating $11.2M in revenue, traveling 35% in partnership with Sales team. Responsible for renewals, service delivery, customer engagement, health/risk mitigation, proactive communications, and escalations. Key responsibilities: -Strengthen relationships with customers’ executive and operational teams as a trusted advisor. -Responsible for renewals with a focus on Workday roadmap and strategic expansion of services. -Prepared and lead Quarterly and Annual Business Reviews, as well as ongoing reporting. -Strong knowledge of OSV Outsourced HCM Services, including Payroll, Tax, Garnishments, Benefits, Cobra, Financial & Accounting Outsourced, Application Management Support, and Professional Deployment Services. -Liaison between OSV sales, business leaders, service delivery, and customer. -Developed Success Plans focused on critical success factors, KPI metrics, making strategic recommendations to mitigate potential issues. -Strong knowledge of Salesforce, Service Cloud, Zendesk, TaxEx and MS Office.

• Application Support Manager

  • Nov 2016 - May 2017

  Developed framework and processes for managing Help Desk issues through Jira and Zendesk. Collaboration with product owners, stakeholders, scrum leaders, and engineers to prioritize bug fixes and enhancements into agile sprints.

• Payroll Services Garnishments Operations Manager

  • Apr 2015 - Nov 2016

  Dallas/Fort Worth Area Oversight of Garnishment services for 300+ Workday customers, managing teams in Irving, TX, and Mesa, AZ, including 2 supervisors and 17 direct reports. -Ensured adherence to state and federal regulations in US and Canada -Designed short and long-term strategies for continuous process improvements for payroll services -Rolled out EIWO, removing 90% of manual "paper" processes, reverting team to priority client initiatives -Conducted monthly customer EIWO training webinars… Show more Oversight of Garnishment services for 300+ Workday customers, managing teams in Irving, TX, and Mesa, AZ, including 2 supervisors and 17 direct reports. -Ensured adherence to state and federal regulations in US and Canada -Designed short and long-term strategies for continuous process improvements for payroll services -Rolled out EIWO, removing 90% of manual "paper" processes, reverting team to priority client initiatives -Conducted monthly customer EIWO training webinars. Highlight: Asked to shift into Operations Management role after the premature deployment of key proprietary software. Lead daily task force meetings to identify and mitigate risk. Responsible for creation/execution of ongoing special projects, which included data mining to identify impact and training teams to quickly execute solutions. Prepared ongoing client communications to proactively communicate progress and set expectations.

• Business Analyst - IT Development

  • Aug 2014 - Apr 2015

  Las Colinas, Texas Responsible for process improvement and automation design for Payroll Services with a primary focus on Tax and Garnishment Teams. Built on Salesforce platform with full integrations into Workday technology. -Analyzed processes making automation recommendations to senior executives. -Prepared Functional Design Specifications, CBA, and ROI. -Designed Salesforce systems integrations into Workday, including treasury banking sweeps. -Created Training and Change Management materials… Show more Responsible for process improvement and automation design for Payroll Services with a primary focus on Tax and Garnishment Teams. Built on Salesforce platform with full integrations into Workday technology. -Analyzed processes making automation recommendations to senior executives. -Prepared Functional Design Specifications, CBA, and ROI. -Designed Salesforce systems integrations into Workday, including treasury banking sweeps. -Created Training and Change Management materials, including internal and external communications. -Key BA assigned to the unit testing of proprietary payroll tax/garnishment payment software.



Canyon Creek Fitness

• United States
• Wellness and Fitness Services

• Owner/Founder

  • 2007 - 2013

  -Certified Personal Trainer from 2007 - 2024. -Founder/owner of CCFitness from 2007 - 2013, running boot camps! -Camaraderie and accountability keep this amazing group motivated! -Although I sold my business in 2013, CCF continues on with the same amazing trainers today!



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Tax Analyst - National Tax Credit and Incentives

  • Jun 2006 - Jun 2012

  Dallas/Fort Worth Area Managed Tax Analyst team responsible for the analysis, preparation, and calculation of CAEZ Tax Credits for national clients with a presence in CA. Strong focus on customer compliance. -Developed strong relationships with EY and client executives, as well as CA govt agencies. -Prepared monthly, quarterly, annual financial projections and final tax credit reports. -Supervised team's data analysis of payroll files, hiring surveys, I-9/W-4s, and all reporting. -Collaborated with… Show more Managed Tax Analyst team responsible for the analysis, preparation, and calculation of CAEZ Tax Credits for national clients with a presence in CA. Strong focus on customer compliance. -Developed strong relationships with EY and client executives, as well as CA govt agencies. -Prepared monthly, quarterly, annual financial projections and final tax credit reports. -Supervised team's data analysis of payroll files, hiring surveys, I-9/W-4s, and all reporting. -Collaborated with WOTC, FED Zone, as well as other State Credit teams. -SME for technology changes including writing FDS documentation. Show less