Corvee provides tax planning software for businesses and tax professionals, as well as coaching services for tax and accounting professionals.
Responsibilities
As part of the executive team, my responsibilities include stategic, annual, quarterly and project planning; partnering with other teams to provide data and reporting; and lending experience with process improvement and technology augmentation.
As a team leader, my responsibilities include hiring, coaching and development.
As a team member, my responsibilities include maintaining the analytics infrastructure; collecting, aggregating and presenting data; administering the CRM; providing hardware and software support to other team members.
As a coworker, my responsibilities include doing what I can to help all team members reach their goals.
Accomplishments
Created the analytics and reporting environment for Corvee with focus on cost efficiency, delivery speed, maintainability, code security, best practices and the use of best-in-class technologies.
Re-implemented Salesforce to include Salesforce CPQ, Salesforce Billing, Pardot integration and sales and marketing best practices, as well as provide process guidance and training for relevant teams.
Created a feedback loop from the analytics environment to Salesforce in order to externally enrich and update critical Salesforce records
Implemented centralized device management, centralized antivirus and enterprise Single Sign-On
Implemented Jira for IT Helpdesk, including onboarding, off-boarding and procurement
Implemented Jira for product development and provided Scrum training and guidance
Drove the acquisition, implementation and adoption of Rhythm Systems’ software to foster focus and accountability on the leadership team.
Created a Corvee SlackBot (to be honest, this isn’t very useful for us but it’s fun)
Tech used
While the environments have been through several iterations, the current state is as follows:
The core warehouse is a PostgreSQL Amazon RDS database.
The primary method of data ingestion is now Fivetran / Hevo. These two products have almost completely replaced the hand-coded Ruby and NodeJS ingestion jobs. In a couple of cases, a custom AWS Lambda handler had to be written to interface with Fivetran or an intermediate S3 bucket used.
Data transformation is handled using dbt, spcefically their cloud offering
The primary reporting system is a self-hosted (Linux) Tableau Server instance, again using Amazon AWS as the hosting provider.
The system is architected in such a way that switching from PostgreSQL to Snowflake, for example, is a matter of changing some configuration parameters in the dbt configuration and updating the Tableau workbooks to point to the new datasource.