Tim Mcgrady, Mba, Cpa Email & Phone Number

Denver, Colorado, US

Denver, Colorado, US

• Oversee company’s consolidated/corporate FP&A and shared services FP&A functions, including reporting, forecasting, budgeting, and headcount and labor planning
• Prepare and lead monthly close meeting with company’s CFO detailing current month’s trends and variances to plan/forecast
• Build, maintain, and iterate on company’s three statement financial model detailing historical information, latest forecast/plan, and variances
• Serve as subject matter expert for company’s financial planning software (Adaptive Insights) and build out capabilities for integration to accounting software, financial reporting, dashboarding, planning, and analysis
• Prepare and compile quarterly materials for Board of Directors meetings
• Prepare and present revenue and KPI reporting for company’s revenue verticals to Senior Leadership Team

Charlottesville, VA, US

San Jose, CA, US

• Developed segmentation strategy for multi-billion dollar platform payment processing product based on market sizing analysis, competitive benchmark studies, and consultations with PayPal product and go-to-market teams
• Conducted competitive benchmarking study to determine gaps in feature performance versus competition
• Synthesized market research and consumer focus group feedback to ensure properly targeted positioning of re-launched prepaid credit card product in Italian markets

Worldwide, OO

• Identified and quantified U.S. and local country tax consequences for clients undergoing multimillion-dollar M&A transactions
• Managed 5-person team to calculate earnings and profits, Subpart F income, and foreign tax credits of 100+ foreign entities on $200,000 quarterly tax provision engagement for Fortune 500 company operating on 6 continents
• Held transaction update meetings with tax professionals in over 30 foreign offices on 6 continents to ensure international tax consequences of transactions with multimillion-dollar tax impact were strategically aligned.
• Developed tax benefit calculation model detailing tax efficient financing alternatives for client undergoing M&A transactions resulting in average annual tax savings of $2.5M

Worldwide, OO

• Crafted partnership contribution model detailing partners’ income and deduction allocations for multi-billion dollar restructuring of a Fortune 500 company resulting in $9M average annual tax savings
• Analyzed and recalculated 30 years of accumulated foreign earnings and profits for $4B corporation to maximize tax benefits and ensure proper tax treatment of distributions
• Mentored 2 junior staff through review of manager feedback, bi-annual goal setting meetings, bi-weekly check-ins, and yearly performance reviews

Worldwide, OO

• Created 200-page slide deck detailing U.S tax consequences of restructuring of multinational organization based on consultations with local country offices and presented findings to VP of Tax
• Prepared withholding tax forms for 1,000 foreign investors & largest private equity firm in Dallas

Dallas, Texas, US

Worldwide, OO

Master Of Business Administration - Mba, Finance And Banking; Strategy Consulting; Business Development

Master Of Science (M.S.), Finance

Bachelor Of Arts (B.A.), Accounting