United States
International Transfer Pricing Specialist Boston University School of Law, Transactional Concentration
• Manages a global team and provides strategic leadership, including priorities and areas of continuous improvement • Collaborates with cross functional leadership to establish frameworks and key processes • Identifies feasible alternative structures, processes and tax opportunities • Analyzes business facts through interviews to understand critical functions, assets and risks • Prepares complex financial modeling, including IP valuations, alternative system profit footprint, tax impacts, FIN48 reserves • Creates, implements, and communicates transfer pricing policies that align with the executive business objectives • Documents internal framework and processes to ensure compliance and assist in future audits • Performs quarterly transfer pricing financial reviews and proposes appropriate adjustments and alternative processes • Identifies and assesses transfer pricing risk, manages intercompany audits, and oversees Advanced Pricing Agreements • Reviews and prepares intercompany agreements, including, tangible goods, services, IP licenses, etc. • Manages external advisors and internal stakeholders to ensure timely deliverables and strategic alignment • Manages larger automation / AI initiatives to streamline data analysis and first draft document creation (e.g., audit responses) • Creates AI applications for smaller repetitive tasks (e.g., personnel org charts, notes to file formatting, etc.)
• Managed cross discipline and global / multinational workstreams and teams to deliver high quality deliverables • Communicated effectively, as point of contact, across all teams including senior leadership teams • Conducted interviews with operational personnel to understand critical functions, assets and risks to appropriately analyze fact patterns • Analyzed corporate supply chain structures to identify feasible alternative structures and tax opportunities • Prepared of financial models to support corporate supply chain reviews, including, intangible asset valuations, arm’s length routine returns, and future operating profit realignment • Assisted with evaluating the transfer pricing implications of M&A targets and business restructuring initiatives • Researched and monitored international tax and transfer pricing developments to assist clients with understanding of proposed / new regulations with regard to their fact pattern • Assisted clients in managing operational transfer pricing reporting, testing and segmentation for monthly, quarterly, and annual periods, including calculation of necessary arm’s length adjustments • Analyzed company financial statements for intercompany transactions to assist audit teams in creation of US companies’ tax filings and 10-K filings • Analyzed intercompany transactions in accordance with US Tax Regulations and OECD Guidelines • Documented transfer pricing results and policies for creation of the US §6662 TP Documentation • Prepared and reviewed Group Master File, Local Files and Country-by-Country Reporting (CbCR) • Reviewed and proposed language, for intercompany services and intangible license agreements • Prepared, monitored, and managed key performance indicators (KPIs), including, but not limited, initial financial plan, budget-to-actual, and overrun analyses to ensure operational excellence
• Trained students on the LexisNexis platform to conduct research in an efficient and meaningful manner.
• Analyzed Customer Service Contract documents, including but not limited to, Authorized Service Provider Agreement (ASP), SOW, and Business Associate Agreement (BAA), to help in new contract negotiations. • Conducted preliminary review of RFPs to answer Public Records Requests. • Analyzed original loan documents to help company refinance the loan. • Analyzed CMS transmittals to comply with security standards. • Wrote client communication in response to offshoring concerns.