Parexel is a $3B multinational CRO with 100+ subsidiaries in 60+ countries, with more than 20,000 employees. Taken private via LBO in September 2017, and acquired by EQT & GSAM as of November 2021.Reporting to the CFO and leading a team of 250 FTEs, the CAO remit covers the functions of Accounting, Tax, Treasury, and the Global Finance Center (AR, AP). Over several years, coached and maintained geographically diverse and tiered teams through the change management that accompanies a journey from being a publicly traded to privately held company, management turnover, sale, and function turnaround such that team members reach their highest and best use, and build their own brands in the accounting, tax, finance and treasury communities.

Leading a team of 200 FTEs including, as of October 2022, the Investigator Payments Operations and Investigator Finance Analytics functions, in addition to maintaining tax and treasury functions listed below. The addition of the Investigator payments role was a turnaround role designed to steer a large team through changes that included replacement of tiered leadership and splitting of team into separate functions, geographical migration, systems migration (to Medidata), and overall process evaluation to not only improve processing times for site payments but to provide transparency into the payment process for stakeholders.

In addition to leading the tax function, remit covers Treasury functions of capital markets/debt management; cash management, FX management. Accomplishments include leading the treasury function through a multi year realignment to adjust from a low-debt publicly traded paradigm to a privately held paradigm with $2.8B external debt. This included changes to team structure in terms of geography, approach, and skillset, as well as the adoption of new technologies such as the Kyriba TMS. Successfully implemented a $300M securitized AR facility, paid down external debt and repurchased bonds sufficiently to achieve a credit ratings upgrade, and refinanced $770M senior notes with term loans at lower rates.Tax function achievements during this time include a change to December year end of the global company, adoption of ASC606, and carve out of the PI business. Most recently, was a key member of a restricted deal team, representing the Seller/Management on vendor due diligence as well as deal negotiation and close with respect to the 2021 sale to EQT and GSAM.

Lead the tax function through a multi-year realignment covering all three areas of people, process, and technology, to achieve a balanced and strategic approach toward departmental remit. This involves performing holistic risk and impact assessments to focus team resources on initiatives that provide the most meaningful returns, making surgical changes to personnel to ensure a cohesive and communicative team that have opportunities to perform fulfilling work, redirecting roles and responsibilities within the department and within the Finance org, automating processes, encouraging team members to embrace a business-acumen approach, and increasing accountabilities so as to improve departmental operational ethos.Remit covers tax reporting, tax compliance, tax planning, and business partnering for all direct and indirect taxes worldwide.

Rocket is a PE owned, acquisitive, multinational, enterprise-software company, with operations in North America, Europe, and Asia. Headquartered in Waltham, MA, Rocket’s annual turnover is approximately $300 million and growing, and its employee basis is approximately 1,000.Reporting to the CFO, restructured the tax department of an acquisitive multinational company, including the hiring and development of a five-person team, establishment of departmental goals in line with Company strategic objectives, and implementation of tax-specific systems, processes, and controls.Forged strategic relationships within the organization to advance Finance Department goals and to respond to the needs of the business. As an adviser to the international executive board within the Company, frequently presented to C-suite executives on strategic matters, in addition to giving presentations of financial reporting matters to audit committee.With the support of the CFO, was promoted to Senior Director in September 2014 and added Treasury functions to overall responsibilities, listed below.

Restructured the tax function of an acquisitive multinational company including the development of nearly all tax processes and procedures.Responsible for all direct and indirect tax functions worldwide, including: global tax planning; transfer pricing; global tax reporting; sales tax/indirect tax; advising on acquisitions and business integration; managing tax controversy; and tax compliance for all entities worldwide.

Responsibilities included: tax planning, transfer pricing, cash management, cash tax forecasting, international aspects of the global tax provision, advising on M&A and business integration, and international tax compliance.

At Warnaco, I directed the international tax affairs of a $2 billion public company with operations in 40+ countries. My responsibilities included: strategic tax planning from a US International and Foreign tax perspective, transfer pricing, cash management, international aspects of the global tax provision, advising on acquisitions and divestitures, advising business leaders with respect to the tax ramifications of new and existing business structures, and international tax compliance.

I worked in the Paris, France, Buenos Aires, Argentina, and Stamford, CT office of KPMG between 1995-2005. While in France, I was involved in all aspects of US international and global tax planning, structuring, and compliance for multinational clients. Prior to that, I built the international tax practice of the Buenos Aires office. In Stamford, where I began my career with KPMG, I worked to develop generalist skills in a US domestic tax role.