Collaborative strong leader with dedication to partnering with colleagues to promote an engaged, empowering work culture and best in class product experiences. Strength in building and maintaining relationships with a diverse range of stakeholders in dynamic, fast-paced settings.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
2
2
Certificates
Work History
Head of Operations
Cash App Taxes (formerly Credit Karma Tax)
09.2016 - Current
Led cross-functional teams of product specialists, engineers and quality assurance engineers in development of products and resolution of product defects.
Collaborated with regulatory agencies to ensure products meet requirements while maintaining positive relationships with state and local regulatory agencies and the IRS.
Led sprint planning, reviews and retrospectives.
Led workflow, anti-fraud and customer support processes to keep operations running smoothly.
Oversaw 42 simultaneous federal and state projects, monitoring each for development milestones and quality control compliance to reduce impact of unforeseen issues.
Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
Analyzed customer feedback and identified areas for improvement to drive business success.
Trained and guided team members to maintain high productivity and performance metrics
Stayed up to date on modern practice advances while applying best-in-class software development with existing technology
Implemented innovative programs to increase employee loyalty and reduce turnover.
Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization
Reviewed code to check compliance and worked with developers to identify and remove software bugs
Cultivated and strengthened lasting vendor relationships using strong issue resolution and dynamic communication skills.
Documented technical workflows and knowledge to educate newly hired employees
Chief Operating Officer
One Price Taxes (Acquired By Credit Karma)
Cary, NC
01.2009 - 09.2016
Designed, implemented and managed all quality testing of product
Hired, mentored and trained customer support staff
Managed inside sales, business development and white label product relationships and implementation
Assisted customer support staff with issues and questions (both tax-specific and technical)
Education
MBA -
Meredith College
Raleigh
09.2011 - 05.2013
BBA - Accounting
Baker College
Jackson
09.2006 - 05.2010
Skills
Product development
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Certification
Licensed Enrolled Agent, Internal Revenue Service
Affiliations
Treasurer, National Association of Computerized Tax Processors (NACTP)
Member, National Association of Enrolled Agents (NAEA)
Committee Member, Analysts Community of Practice, Identity Theft Tax Refund Fraud – Information Sharing and Analysis Center (ACOP, ITTRF-ISAC)
Timeline
Licensed Enrolled Agent, Internal Revenue Service
05-2020
Head of Operations
Cash App Taxes (formerly Credit Karma Tax)
09.2016 - Current
Project Management Certification, North Carolina State University