POORNIMA KANAKAPURA NAGANNA
Coppell
Summary
Operations Leader with a track record of driving efficiency and compliance across high-volume workflows, for Indirect Tax including Work Opportunity Tax Credit processing. Adept at building automation solutions that improve accuracy and scalability, with demonstrated success leading digital transformation initiatives and cross-functional teams
Overview
26
26
years of professional experience
1
1
Certification
Work History
Community Involvement -National Director of Youth
Vibha inc
Dallas
01.2019 - Current
- Directed strategic vision for youth wing of nonprofit; managed national programs empowering youth through education, addressing food insecurities, and promoting sustainability
- Scaled Dallas youth chapter's local presence and mentored volunteers, aligning local initiatives with national goals
- Recipient of 5 consecutive Gold Presidential Volunteer Service Awards (2020-2024) for contributing 500+ service hours annually, following Bronze (2019) recognitions.
Manager
Ernst & Young (EY)
09.2008 - 03.2026
- End-to-End Operational Lifecycle Management: Orchestrate 360-degree governance of all WOTC functions, from initial intake and eligibility screening to final credit certification and audit defense
- Global Delivery Strategy (GDS Liaison): Architect strategic alignment between US engagement teams and offshore delivery centers, enhancing 24/7 production cycles and global resource allocation
- Multifunctional Team Leadership: Manage diverse operational units, including a high-volume global delivery team, contact center, credit deliverables team, state workforce services team, and technology resource group, ensuring cohesive operations
- Digital Transformation & Automation: As Technology Manager for Credit Deliverables, lead the design and deployment of automation tools that digitize manual workflows, significantly increasing processing velocity and data accuracy
- Specialized Credit Management: Direct end-to-end execution of complex federal incentives, including Work Opportunity tax credit, State credit and long-term unemployed credit, ensuring compliance and maximizing benefits
Assistant Manager to Manager
Ernst & Young Pvt ltd
08.2002 - 02.2008
- Global Practice Architecture & Transition Management
- Led project coordination in high-pressure environments, managing technical liaison between US domestic stakeholders and global execution teams, resulting in swift promotion from Staff to Manager.
- Spearheaded setup of Indirect Tax practice including property tax, work opportunity tax credit, and federal empowerment zone credit, scaling team from 10 to 50+ members while ensuring 100% adherence to EY's global quality standards.
- Process Transition Leadership: Orchestrated the seamless migration of high-volume workstreams from US teams to India-based GDS hubs. Served as the Primary Architect for these transitions, ensuring zero service disruption and immediate operational stability. Led cross-functional teams in delivering high quality tax compliance. Directed validation protocols to provide audit-ready support
- Architected proprietary automation tools to digitize manual tax workflows, eliminating processing bottlenecks, increasing accuracy, and ensuring audit-readiness across diverse industry sectors.
Customer Care Officer
Zee interactive multimedia ltd
03.2000 - 01.2001
- Increased customer satisfaction by resolving complex service issues through effective communication and problem-solving.
- Assisted customers with inquiries about products and services.
- Managed customer complaints efficiently and professionally.
- Collaborated with team members to enhance service delivery.
Education
Executive Post Graduate Diploma in Management -
T.A. Pai Management Institute
Manipal, India09-2008
Bachelor of Commerce (B. Com) -
Bangalore University, MES College
Bangalore, India06-1999
Skills
- Digital leadership
- Compliance governance
- Global strategy
- Team development
- Workflow automation
- Quality assurance processes
- Change management
- Business workflows
- KPI analytics
- SQL for process mapping
- Cross-border collaboration
- Multi-functional transition management
Projects
- National Director of Youth, 01/2019, USA, National Leadership in Vibha Inc. focused on youth empowerment through education and other initiatives. Direct the strategic vision for the youth wing of a global nonprofit; manage national programs that empower youth through education and healthcare initiatives. Scaled the Dallas youth chapter's local presence and mentored a team of volunteers, bridging the gap between local impact and national goals.
- Presidential Volunteer Service Awards, 01/2019, USA, Recipient of the Presidential Volunteer Service Awards for volunteer efforts at Vibha Inc. Contributing 500+ service hours annually, following Silver (2020) and Bronze (2019) recognitions.
Accomplishments
• Compliance Governance Leadership: Managed 360-degree governance of credit deliverable WOTC functions.
• Rapid Team Expansion: Led team transition, growing members from 10 to 50+ in 2 years.
• Volunteer Service Excellence: Received 5 Gold Awards for 500+ hours of volunteer service annually.
• Annual Fundraising Success: Increased funding for underprivileged children by raising $100K annually.
• Rapid Team Expansion: Led team transition, growing members from 10 to 50+ in 2 years.
• Volunteer Service Excellence: Received 5 Gold Awards for 500+ hours of volunteer service annually.
• Annual Fundraising Success: Increased funding for underprivileged children by raising $100K annually.
Certification
Diploma in Information Systems Management, Aptech
Timeline
Community Involvement -National Director of Youth
Vibha inc
01.2019 - Current
Manager
Ernst & Young (EY)
09.2008 - 03.2026
Assistant Manager to Manager
Ernst & Young Pvt ltd
08.2002 - 02.2008
Customer Care Officer
Zee interactive multimedia ltd
03.2000 - 01.2001
Executive Post Graduate Diploma in Management -
T.A. Pai Management Institute
Bachelor of Commerce (B. Com) -
Bangalore University, MES College