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Dave Robertson
07951 263270
david.robertson72@gmail.com
Knowledgeable and highly motivated IT Business Analyst and Product Owner with over 20
years experience in the challenging environment of one of the largest professional services
firms in the world. Extensive experience of gathering and managing complex requirements,
identifying business benefits and tracking benefits realisation, software project and vendor
management and presenting proposals and solutions to both technical and non-technical
audiences.
Key Skills & Technical Experience
Specialising in Business Analysis, Requirements and Benefits Management, Product
Management, Vendor Management and Tax Technology
Toolsets used: IBM Rational Tools: RequisitePro, ClearQuest and Portfolio Manager, also
Microsoft Access, Visio, Project, Word, Excel & Visual Basic for Applications
CAREER HISTORY
Tax Technology Manager PricewaterhouseCoopers 2001 – 2010
Delivered the supporting software for a change programme to implement a new enterprise-wide
business process for Personal Tax return preparation which included the consolidation of the
service into 4 centres from the existing 22 regional offices.
Secured business requirements and objectives
Prepared the business case and facilitated benefits realisation workshops
Defined the high level business process model
Developed and managed the requirements for technology products and supporting
toolset
Managed the project and the relationship with stakeholders
Implemented a major software upgrade to the personal tax compliance software that is used by
approximately 500 users.
Defined requirements from stakeholders and worked with the vendor to ensure that all
high priority requirements would be met
Performed gap analysis between the existing software and the new application
Developed the business case
Oversaw the project managers responsible for various aspects of the implementation
Managed the relationship with key stakeholders
Worked with the taxation departments of a number of large Life Assurance companies to
develop their requirements for life tax planning models and how these could be integrated with
their existing financial systems.

2. http://uk.linkedin.com/in/davidjbrobertson
Managed a project to enable PwC to meet the regulatory requirements set out in the Carter
Review of HMRC Online Services and electronically file in excess of 20,000 Individual, Trust
and Partnership tax returns to HM Revenue & Customs.
Managed the project, risks and stakeholders
Worked with the various business teams to develop their business processes
Tested the application and worked with the vendor to resolve issues
Designed and delivered training to business team champions
Managed the firm’s relationship with CCH Software and various other vendors with regard to
Personal Taxation software.
Managed an annual software licence budget of c£250k
Managed ongoing requirements and issues with stakeholders and vendors
Implemented upgrades issued by the vendors and managed related software
development projects
Provided feedback and direction to the vendor on their products based on business
requirements and imperatives
Evaluated new products and performed regular reviews of marketplace for tax software
Developed numerous tax planning and computation models using Microsoft Excel and VBA.
Tax Technology Consultant PricewaterhouseCoopers 2000 – 2001
Provided both offsite and onsite tax technical advice and guidance to PwC business
consultants and clients who were users of PwC’s corporate tax computational software and
influenced product development based on experienced gained.
Tax Assistant/Senior PricewaterhouseCoopers 1990 – 2000
Joined the Edinburgh office of Coopers & Lybrand (now PwC) from school aged 16.
Responsible for the preparation of clients’ personal tax returns, executive payroll services and
the development of spreadsheet models used both by PwC and sold to clients for a variety of
tax and accounting management purposes.
Education, Qualifications and Training
Member of the British Computer Society (BCS membership no. 990346866)
Starting ISEB Business Analyst Diploma in Jan 2011 (scheduled to finish Mar 2011)
ITIL v3 Service Management Foundation Certificate
Participant on the PwC Business Diploma, courses included Managing Change, Building
Relationships & Networks, and Corporate Sustainability and Responsibility
Association of Taxation Technicians (membership now lapsed)
Educated to O’Level standard with 7 passes including Maths, English and Physics
Personal Interests
A keen rugby fan, an avid reader and an enthusiastic gardener with varying degrees of success.