Business Analyst / Sr. Quality Assurance Analyst - XBP Global - Irving, TX
(2012-01 - 2025-01)
- Partnered with product owners, developers, and business users to define functional requirements and ensure alignment with business goals.
- Gathered, analyzed, and documented requirements for electronic and paper-based tax return workflows (1040, 1099, W-2, state filings).
- Conducted impact analysis and validated compliance with IRS and state-specific tax regulations.
- Mapped business processes, identified gaps, and recommended solutions to improve workflow efficiency and reduce defects.
- Facilitated UAT sessions, trained end-users, and served as a liaison between business stakeholders and technical teams.
- Created business process documentation, test plans, and user guides to support knowledge transfer and operational consistency.
- Monitored key performance indicators (KPIs) and implemented process improvements that resulted in a 90% improvement in software quality.
- Designed and executed end-to-end test cases for electronic and paper-based tax return workflows, from data ingestion through final submission.
- Validate calculations, data mappings, and form population in tax return documents.
- Performed regression, integration, and system testing for tax return processing applications.
- Tested API and data integration points between systems such as OCR engines, validation tools, and e-filing systems.
- Verified compliance with IRS and state-specific tax rules, including updates for the current filing year.
- Documented defects clearly and worked closely with developers and product teams to ensure timely resolution.
- Created and maintained QA documentation: test plans, test cases and test data.
- Supported UAT and coordinated with business users to validate workflows.
- Use test management and defect tracking tool Jira.
- Conducted post-release/post-implementation testing to validate that changes had not introduced new defects and that the system remained stable and functional.
Quality Assurance Tester - Thomson Reuters - Carrollton, TX
(2009-01 - 2012-01)
Manual tester of web-based tax research software.
Technical Support Representative - Thomson Reuters - Carrollton, TX
(2005-01 - 2009-01)
Phone-based technical support for cd and web-based tax research software.
Technical Support Representative - Software Spectrum - Carrollton, TX
(2000-01 - 2005-01)
- Provided phone based technical support to users of Windows 95 operating system.
- Troubleshot problems with operating system, included applications and network connectivity.
- Tracked customer information, problem reported and steps taken to resolve the problem.
Technical Support Representative - Stream International - Carrollton, TX
(1995-01 - 2000-01)
- Provided phone based technical support to users of MSN Online Service.
- Provided phone based technical support to users of McAfee Antivirus software.
- Troubleshot problems with software and connectivity.
- Tracked customer information, problem reported and steps taken to resolve the problem.
