Dana Ferre Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Provide tax analysis, advice and guidance to the CFO, COO and Global Head of Tax. Ensure timely tax filings. Partner with Head Office Tax and Front and Back Offices to mitigate tax and reputational risks. Lead audit defense and negotiate settlements with tax authorities. Manage relationships with external auditors and advisors related to all U.S. domestic and international finance and tax matters.U.S. Tax Strategy, Planning, Management and AnalysisTax ControversyTransfer Pricing and Service Level Agreements (SLAs)Tax Compliance CoordinationFinancial Planning, Monitoring and Reporting

Provided tax advice on bank products and transactions to US Head of Tax, business unit heads and U.S. C-Suite. Provided cross-border tax and treaty analysis on new business initiatives. Advised foreign offices on U.S. information reporting rules regarding cross border payments. Partnered with foreign offices on global tax planning involving the U.S. operations. Mitigated transfer pricing risks. Managed U.S. Federal, State and Local income tax audits for all U.S. branches and entities, including subsidiaries and SPVs.Federal and International Tax PlanningTax Controversy/Audit DefenseTransfer Pricing Implementation and CoordinationBusiness Units and New Products Advisory

Provided tax advice to the U.S. operations of foreign banks doing business in the United States, including advice on taxation of U.S. financial products and banking services, transfer pricing and home office cost allocations. Provided Latin American tax advice to U.S. clients investing in the region, as well as U.S. transactional tax advice to Latin American clients. Financial Services Tax Consulting International Tax ConsultingLatin American Tax ConsultingTransfer Pricing

Ba, Economics And Spanish

Summa Cum Laude

Mba, Finance/International Business

Stern Scholar with Distinction

Education record