Yelena Veisman - Protecting Large ERP Investments, Data Integrity, Technology Funding, and the 2-Hour Tax Close
Description
EDITOR'S NOTE: We made a mistake by mentioning the wrong email in our outro. Please send your questions, notes, comments, and interview suggestions to podcast@rcconversations.com
3:15 - What is a Sr. Manager of Tax Technology and what do they do?
- To implement something, don't necessarily try to convert whatever was in the old system and put it in the new
- Don't just automate an existing process and expect improvement to happen.
11:15 - What are the primary responsibilities of a Sr. Manager of Tax Technology?
- She's "The Protector of the Realm"
- Her job is to make sure everything stays on the rails
15:30 - Example of how she protects her tax technology investments
19:40 - How Yelena sleeps at night amid a complex functional and technological environment
28:48 - Where to allocate resources? Find the black boxes and eliminate them. WEC Energy Tax took a process that took 3 months and reduced it to less than one day.
34:10 - How Yelena's "laziness" leads to efficiency
37:05 - How to navigate through a "no" to get to a "yes" when asking for resources
43:40 - Yelena's proudest accomplishment: Their 2-hour monthly close.
50:14 - A quick thank you note for the listeners!




