Donna Urbank Email & Phone Number

Financial Controller for MPAC Switchback Group, Inc. Responsible for supervising accounting department, monthly financial statement preparation, cash and account reconciliations, job cost analysis, annual budget and quarterly forecast preparation, order and cash-flow forecasts, management reporting and calls, tax reporting and assessment of accounting process improvements.

Part-Time Controller for a mid-sized manufacturer, Switchback Group, Inc. Responsible for financial statement preparation, cash and account reconciliations, tax credit reporting and assessment of accounting and tax process improvements. Served as a consultant for local CPA firm on a project basis with focus on tax refund claim identification and financial statement account review.

Served as the Director of Taxation for a business-to-business public media company that publishes trade magazines, organizes trade shows and develops online business media products with annual sales of $192 million. Responsible for managing the corporate tax department. Coordinated tax department relationships with corporate and division business partners to develop, implement and manage global tax initiatives which harmonize tax planning with short-term and long-term strategic goals to minimize worldwide taxes. Responsible for the accurate and timely filing of all corporate, state, local, property and sales and use tax returns as well as preparation of annual and quarterly tax provisions in compliance with GAAP and SEC requirements including maintenance of FIN 48 and Sarbanes-Oxley documentation.

DIRECTOR OF LEGAL SERVICES (November 1997 - January 2001)Served as the Director of Legal Services for a public company that did business as a global distributor of computers and electronics with annual sales of over $2.8 billion with operations and alliances throughout North America, Europe and Asia. Responsible for managing the contracts and tax departments. Negotiated, drafted and reviewed contracts for distribution, licensing, joint venture, confidentiality, U.S. and U.K customer purchase contracts, web-site development, equipment leases, and other business relationships. Identified federal, state and local tax planning opportunities, and designed and implemented internal procedures to maintain tax infrastructure in accordance with tax laws and regulationsCORPORATE TAX MANAGER (October 1996 - November 1997)Researched federal and multi-state planning issues and tax strategies and evaluated tax benefits of various legal entity structures. Analyzed transfer pricing issues between domestic and foreign corporations. Conducted numerous federal state, sales and use, and property tax audits, complying with informational requests and negotiating equitable settlements. Prepared quarterly and annual tax estimates and provision including tax footnotes and all tax audit disclosures.

Delivered optimum income tax strategies through comprehensive tax planning and consulting assignments and by performing in-depth analyses of multistate client operations. Analyzed state and local tax filing positions, identified tax credit and refund opportunities, evaluated benefits of corporate restructuring and researched availability of tax abatement and incentive programs. Implemented tax planning strategies including designing procedures, consulting with management and interfacing directly with tax authorities.

Conducted certified audits, reviews, compilations and special engagements for manufacturing, retail and not-for-profit organizations. Drafted financial statements and disclosures for private companies as well as for public companies in accordance with SEC reporting requirements. Prepared corporate, partnership, federal and state, payroll and individual tax returns and consulted with clients regarding tax savings opportunities.

Doctor Of Law - Jd, Tax Law/Taxation

M.B.A., Management

Bachelor Of Science - Bs, Accounting