Tax - Proven ETR and EPS tax planning; both domestic & international; report quarterly (FIN18) and year-end tax rate - comprehensive provision - ASC 740 (FAS109, FIN48 studies and UTP filing) & APB 23. Audit Defense Success - Federal, SALT & International (Income, Excise, Franchise & Transfer Pricing). Transfer Pricing Studies, M&A diligence & tax planning, and Reg. Compliance and 382 studies. Foreign Direct Investment Impact. Tax Credit and E&P analysis.Finance & Accounting - Economic Impact Studies, Interim CFO, Financial Close, Audit Committee & Board Packages, & Internal Controls.Treasury - Global Pricing Strategies- Pricing studies including accounting consolidation, hedging implementation & measurement, investment planning & practice, cash conversion cycle analysis, repatriation, and working capital restructuring. Risk management including insurance policies.International Trade - Import/Export policies and procedures, from design phase to documentation to production. Supply chain is reviewed and audited from a regulatory compliance perspective. Improvement plans documented and executed. Manage all levels of import/export compliance including agency requests, license approvals and audit defense.OIKOS Software - is a provider of cloud-based financial applications for planning, reporting and analytics. OIKOS Software applications address time and accuracy issues that small cap/mid-size, and larger companies face when using spreadsheets or packaged financial applications for financial reporting.Specialties: Domestic & International Tax: Audit Defense, Strategy & planning, Transfer pricing, Regulatory compliance, M&A and diligence.Board Member and officer of the New Hampshire International Trade Association (NHITA) & Member of IFA - International Fiscal Association.Key speaker for MBA programs at Harvard University, & Southern New Hampshire University. Member of FENG, IFA, TMANE, AFP and former member of TEI (Tax Executives Institute).
Listed skills include Financial Reporting, Mergers And Acquisitions, Due Diligence, Tax, and 45 others.