Helder Melendez

Senior Director

RSM•  July 2021 - November 2022

Directed multiple legacy teams into a unified Azure-based security and process model, aligning with our IT strategy, and spanning multiple time zones and departments. Designed and delivered our centralized inventory system of assets across all resources including products, vendors, and personnel, including automating status reports to key stakeholders and assist in forecasting needs and maintenance requirements with an overall maturity score across products and teams. Was able to collaborate with IT in delivering the first phase of a ServiceNow CMDB rollout for tax. Wrote and supported the tax hub compliance and risk reporting platform. • Technology leader for the Center for Advanced Tax Technology (CATT): partnership and family office technology roadmap • Enterprise Data Champion and Design Lead for our tax practice, collaborated with IT architecture council • Designed and demoed working prototype of next generation BPM Camunda firmwide solution integrating: CRM, MDM, Risk

Senior Manager

Deloitte•  October 2017 - July 2021

Established product maturity metrics across our practice to report on our digital and enterprise architecture readiness, identify gaps, and better plan of resources. Worked with the firm’s SecOps and Cyber Security teams to establish a periodic tax tabletop exercise where we could ensure our products were ready for any form of cyber incident including ransomware attacks, DDoS, and other simulations. Traveled to India office to conduct development, design, and enterprise architecture training, listen to our offshore staff, and helped improve hiring and project allocation practices. Traveled to our London office to help launch our AEOI US-based platform in Europe, side by side with UK colleagues and DevOps staff to influence launch of the system in 3 days, previously there had been months with minimal progress. • Transformed the Partnership Solutions Group (PSG) to be Enterprise ready: tax domain driven, scalable, robust, and secure • Delivered global Automatic Exchange of Information (AEOI) compliance reporting platform in the US and the UK

Director

PWC•  June 2015 - October 2017

Chosen by senior tax partners due to my hybrid technology background across UNIX, Linux, Java, and Microsoft, as well as influencing established relationships with our PwC data center and operations personnel, I ensured the firm’s investment in GE (General Electric) Tax Technology could be realized by standing up the new platform within the PwC data center. I collaborated with former GE personnel in New York, data center and operations staff at PwC, developers, and US business stakeholders. I was also charged with reviving a global project that was running behind and over budget to deliver an MVP solution within 4 months, leading over 40 resources across the world I delivered PwC’s global Tax HALO platform with a Machine Learning model: in the US, Europe, and Australia, on time and under budget. • Infrastructure director for former General Electric global enterprise solutions • Technology owner of the Global Halo Tax platform: greenfield suite of apps for Country-by-Country Reporting • Architect on the Tax Technology Data Analytics Group, leading technology strategy aligned to enterprise applications

Vice President

Wells Fargo Securities•  June 2013 - March 2015

Key point of contact in leading a team performing operational support to various fixed income trading desks including Agency, non-Agency Mortgage Backed, CMO, and CMBS traders, sales staff, middle office, and quants. Conducted various interviews and working sessions with the heads of the trading desks and traders and assistants to better understand the immediate needs of the desk. I led the first major deliverable from our technology organization to the fixed income desks by formulating an MVP solution to re-energize our efforts and rally the development teams. I was instrumental in helping our pricing model team collaborate with our strategic pricing engine middleware team. • Developed business domain Model, View Model, and View layers using proven Object-Oriented design • Ushered first major deliverable in 3 years by re-energizing the development efforts and formulating a vision

Head of IT Development

Highland Capital Management•  June 2007 - June 2013

My technology team of less than 10 people supported over 300 traders, analysts, portfolio managers, fund and corporate accountants, and a back office, all throughout the US, for a $30bn AUM alternative asset management business, a retail fund, and various other boutique firms. I wrote the data model to support our multi-firm data model, aligning our IT strategy and enterprise applications with our business initiatives in expanding the retail business. • Managed senior developers, contractors, and offshore vendors in support of a microservices platform and data warehouse • Migrated Order Management and Execution System from Fidessa Latent Zero to Bloomberg AIM OMS • Spawned as separate IT Development company Siepe, LLC: sells services to other hedge funds