Results-driven, team-focused, versatile senior manager with a transformational leadership style. Results-driven Tax Administration and IT manager with expertise in strategic planning, tax compliance, and cross-functional collaboration. Proven ability to lead cross-functional teams and enhance operational efficiencies, delivering impactful solutions in local and state government.
Overview
28
28
years of professional experience
1
1
Certification
Work History
IT Business Systems/Planning Manager
North Carolina Dept. of Revenue
Raleigh, USA
06.2020 - Current
Ensure oversight and leadership in the Information Systems Unit and the Division by maintaining compliance with tax laws, agency processes, and protocols.
Lead supervisors in the Information Systems unit are responsible for validating and testing enterprise projects, like IFTA IPC and FTS Upgrade.
Oversee staff delivering day-to-day EDI support and application assistance for division applications.
Lead the cross-functional process improvement program that has enhanced operational efficiencies and the new rotational development programs within the division.
Collaborate with the Division leadership team to set long-term and short-term goals, and create actionable strategies for improved operational alignment.
Collaborate with Revenue Administrative Officers and the Division's management team to review and approve proposed law changes, notices, form and instruction modifications, IFTA ballots, FTA documentation, and other strategic documents.
Co-chair of the FTA Tobacco and Motor Fuels Technology committees, working with states, industry representatives, and consultants to guide electronic filing projects and develop best practices.
Review and approve e-filing guides and XML schemas for states transitioning to electronic filing systems and newer modernization programs for tobacco taxes.
Oversee the Division's process improvement program, Excise Tax Operational Team.
Develop comprehensive project plans for resource allocation and timeline management.
Revenue Administration Officer III
NC Department Of Revenue
Raleigh, NC
04.2013 - 06.2020
· Supervised revenue administration officers (RAOs) in reviewing laws, regulations, and court decisions, recommending policies for motor fuels and motor carrier tax laws, and independently resolving issues and determining taxable status per state revenue code and IRS guidelines.
Supervised the RAO, who calculated the semi-annual motor fuels road and sales tax per NC statute, and communicated accordingly to licensed taxpayers and external stakeholders. Supervised employees who calculated the quarterly sales tax collected, and transferred the amounts to the appropriate internal NCDOR and external entities. Additionally, their work tasks involved calculating and recording the detailed monthly accounting closeouts, and sharing the results with both internal and external stakeholders.
Oversaw employees who performed user acceptance testing and provided support for mission-critical motor carrier and motor fuel applications.
IT Business Relationship Manager
Mecklenburg County Information & Technology
Raleigh, NC
10.2006 - 03.2013
Acted as primary customer contact for technical services, addressing complaints, preparing budgets, and facilitating strategic planning activities.
Collaborated with senior leadership to introduce new technology solutions and enhance processes within departments.
Developed and implemented customer service strategies with senior management, enhancing customer service and satisfaction.
Maintained an understanding of assigned customer business operations as aligned with their corresponding state and federal agencies that they fall under, their strategies, information requirements, priorities, and systems across all areas of IT services in Mecklenburg County.
Served as the primary technical liaison for Mecklenburg County on the State of North Carolina's Families Accessing Services through Technology (NCFAST) project, and collaborated with other North Carolina Health and Human Services county representatives.
Addressed customer complaints through facilitation, team building, and negotiation. Acted as a trusted advisor to management, and participated in regular meetings and committees.
Presented program and initiative updates to department directors and senior leadership, ensuring alignment with organizational goals.
Collaborated and negotiated with the State of North Carolina Comptroller's Office regarding technical reimbursement issues.
Provided technical consulting to departmental directors and their senior management teams.
Project Manager
Mecklenburg County Department of Social Services
Charlotte, USA
08.2004 - 10.2006
Managed Mecklenburg County Medical Examiner's Case Management project from inception to completion, delivering on schedule.
Co-managed joint Mecklenburg-Buncombe County ISSI-Child Welfare system project, identifying goals, defining metrics, creating and maintaining schedules, assigning tasks, allocating resources, preparing status reports, monitoring progress, mitigating risks, and communicating with stakeholders.
Facilitated stakeholder meetings to gather requirements and share project updates.
IT Business Analyst/Developer Programmer
Mecklenburg County Department Of Social Services
Charlotte, North Carolina
04.1998 - 04.2004
Collaborated with Mecklenburg County IST to develop, test, implement, and enhance custom enterprise applications for Department of Social Services, improving service delivery.
Analyzed system requirements for social services applications and initiatives.
Collaborated with stakeholders to define project goals and deliverables.
Worked with testers, and created and utilized test scripts for quality assurance and system testing.
Developed and deployed Access/Visual Basic application for Mecklenburg County Department of Social Services Intake, streamlining intake processes.
Developed training materials for end-users on new software systems.
Managed database administration, system maintenance, and reporting functions for custom Department of Social Services applications, ensuring reliable performance and support.
Education
ITIL v4 Foundation -
People Cert
05.2022
Advanced Skills for Managers (ASM) -
Office of State Human Resources (OSHR)
04.2022
Masters of Business Administration -
East Carolina University
Greenville, North Carolina
05.2015
Bachelor of Science - Business Administration, Concentration in Management Information Systems (MIS)
University of North Carolina at Charlotte
North Carolina
08.1993
Skills
Tax compliance
Revenue administration
Legislative analysis
Strategic planning
Cross-functional collaboration
Leadership development
Strategic planning
Data analysis
Critical thinking
Advanced Skills for Managers (ASM)
Six Sigma – Greenbelt
ITIL v4 Foundation
Project Management Professionals (PMBOK)
A
Microsoft SharePoint Services
HTML
Help Desk Certification
ITIL Foundations
Project Management Fundamentals
Querying Microsoft SQL Server
Microsoft Access Application Development
Visual Basic 6
Mecklenburg County Department of Social Services Future Leaders 2008
Certification
• Advanced Skills for Managers (ASM) • ITIL Foundations v4 • Six Sigma Green Belt • Project Management Professionals (PMBOK) • A + • Microsoft SharePoint Services • HTML • Project Management Fundamentals • Querying Microsoft SQL Server • Microsoft Access Application Development • Visual Basic • Mecklenburg County LEAD 2008-2010 • Enterprise Knowledge Platform (EKP) by Net Dimensions (Administrators)
References
Janet Flanders - Deputy Director IT @ North Carolina Department of Revenue, Raleigh, NC. 919-819-5799, Janet.Flanders@ncdor.gov
Kevin Richard - Director of Business Tax Audit and Excise Tax Administration @ Federation of Tax Administrators. Washington, DC. 202-935-4127, Kevin.Richard@taxadmin.org
Secretary Ronald Penny - Retired Secretary @ North Carolina Department of Revenue, Raleigh, NC. 919-550-9144, Ronaldpenny@me.com
Timeline
IT Business Systems/Planning Manager
North Carolina Dept. of Revenue
06.2020 - Current
Revenue Administration Officer III
NC Department Of Revenue
04.2013 - 06.2020
IT Business Relationship Manager
Mecklenburg County Information & Technology
10.2006 - 03.2013
Project Manager
Mecklenburg County Department of Social Services
08.2004 - 10.2006
IT Business Analyst/Developer Programmer
Mecklenburg County Department Of Social Services
04.1998 - 04.2004
ITIL v4 Foundation -
People Cert
Advanced Skills for Managers (ASM) -
Office of State Human Resources (OSHR)
Masters of Business Administration -
East Carolina University
Bachelor of Science - Business Administration, Concentration in Management Information Systems (MIS)