career : tax technology
Jessica Erin Bowers
January 2017 - September 2017
Senior tax operations analyst
RESPONSIBILITIES:
-
Administer finance technology systems ensuring applications are up to date; configuration changes are understood, documented and tested prior to implementation
-
Identify opportunities to streamline use of data, identify process improvements and coordinate with the finance and tax team on increasing efficiencies through technology
-
Develop and deliver end-user training and maintain user documentation for all Tax and Accounting technology systems
-
Assist in the documentation of requirements related to the following: tax reporting, changes to tax technology systems, process improvements, and new technology
-
Facilitate in the creation and development of process improvement initiatives, including the creation of tools and enablers, and the coordination of the global rollout of such projects.
-
Work with regional tax teams as needed to ensure that local requirements are considered in the development of the global policies and procedures.
-
Identify opportunities to streamline use of data, identify process improvements and coordinate with the finance and tax team on increasing efficiencies through technology
PROJECTS I'M PROUD OF:
Created custom reports and configurations in Vertex O Series, oversaw the resolution of post-go live issues, and implemented the Vertex Returns software in a single week.
Implemented the use of the Coupa "Project" field for use in tracking external spend by budget category. Oversaw its integration into Oracle for use on all purchase orders, invoices, and accruals to ensure accuracy in budget tracking processes.
Wrote all Version 1 documentation for Uber's proprietary Tax 2 Compliance (T2C) software and assisted with training all end-users.
Created custom reports and configurations in Vertex O Series, oversaw the resolution of post-go live issues, and implemented the Vertex Returns software in a single week.
March 2015 - December 2016
functional analyst
RESPONSIBILITIES:
-
Build custom SAP/Tax Engine integrations, using: TWE, Vertex O & Q Series, and OneSource/Sabrix
-
Create detailed test scripts and complete Unit Testing and QAT of all LCRD software solutions within host system as well as across multiple client environments
-
Write and maintain documentation and guides for LCRD software
-
Manage project timelines; communicating with clients throughout the entire software deployment process
-
Troubleshooting issues with client; working with LCRD developers to resolve
-
Complete End User training for each software deployment
-
Assist with QAT for all new software releases prior to client deployment
PROJECTS I'M PROUD OF:
I worked on a 3 person team to implement 4 LCR Dixon custom SAP reporting tools and Vertex O Series in a single month, from requirements gathering to Go-Live.
Assisted with the implementation of 2 LCR-Dixon custom SAP tools, led all testing efforts, and oversaw all production support issues over a 1 year time span in co-operation with the Development team.
Worked on a 2 person functional team to upgrade Vertex Q Series and Vertex Returns, as well as oversaw all testing, training, and documentation of all Vertex and LCR-Dixon tools.
I worked on a 3 person team to implement 4 LCR Dixon custom SAP reporting tools and Vertex O Series in a single month, from requirements gathering to Go-Live.
July 2014 - March 2015
Tax analyst
RESPONSIBILITIES:
-
Compilation of data and preparation of the quarterly and monthly Sales and Use Tax returns, monthly and quarterly GST and VAT filings and annual property tax returns for multiple companies including TTI Factory Outlets, Milwaukee Electric Tool, Hoover, Royal, Ryobi and Rigid Tools
-
Ability to multi-task across multiple ERP systems
-
In charge of Vertex configuration for both Oracle and Microsoft Dynamics system conversions (two companies)
-
Analyze data for monthly GST reconciliation including but not limited to reconciling invoice level detail, rates by province, and drop ship information
-
Analyze data for irregularities; collaborating with finance and IT to resolve discrepancies
-
State and Local Sales and Use Tax Audit Support
-
G/L reconciliation as it relates to various transaction taxes
-
Participate in analysis and planning projects within the tax department
PROJECTS I'M PROUD OF:
Oversaw implementation and all configurations of Vertex O Series as part of the Microsoft Dynamics AX implementation.
Performed all testing in Oracle R12 upgrade from 11i and made all necessary dependent configuration changes to Vertex Q Series.
Performed Sales & Use Tax compliance for all locations in 23 states and 4 Canadian provinces.
Oversaw implementation and all configurations of Vertex O Series as part of the Microsoft Dynamics AX implementation.