Member of Deloitte’s Global Transfer Pricing, an award-winning international practice. Proven track record in high-pressure tax consultancy environment, focused on complex financial analysis and regulatory compliance. Demonstrated ability to provide strategic financial planning and regulatory advice. Seeking to leverage these transferrable skills to make meaningful impact in an M&A-focused role.
Primarily tasked with evaluating and restructuring client business models, covering a multitude of industries. Day-to-day consists of reviewing and evaluating a company's assets, functions, and risks and developing transformative strategies to realign company’s global tax position. Specialize in valuation of "hard-to-value intangible" assets, post-M&A operations, and developing tax-efficient future state operational models based on the relevant regulatory frameworks.
Overview
4
4
years of professional experience
Work History
Senior Tax Consultant
Deloitte Tax LLP (Dallas Office)
01.2021 - Current
Consulting/Strategic Advisory
Advised Fortune500 companies on value chain optimization, including valuation of key components, and identification of intellectual property(ies)
Developed complex business models and financial analyses to quantify returns ascribed to various assets owned, functions performed, and risks assumed within client’s value chain (including jurisdictional and contractual analysis)
Assisted with post-merger integration analyses including synergy valuation/capture and identification of key jurisdictions for conversion yielding positive effects on pro-forma financial projections
Compliance
Assisted clients with the filing and documentation of regulatory reporting across numerous countries in the hospitality, industrials/chemicals, biotechnologies, aerospace, telecom, and oil & gas/energy industries
Performed extensive research on relevant transfer pricing and international taxation regulations to provide clients with required documentation of intra-group, cross-border transactions
Controversy
Assisted clients undergoing tax and transfer pricing audits by authorities across globe including development of counterarguments to proposed adjustments of transactions under audit
Met directly with tax authorities for proactive clearance of intercompany transaction pricing to prevent double taxation between two or more countries
Other Contributions
Selected as 1 of 12 representatives from the national transfer pricing practice to lead the training and adoption of Deloitte’s “Intela” client service interface, working with local office personnel and clients to enhance communications, workflow and deliverables across a standardized platform
Regular presenter on internal transfer pricing trainings covering updates to court rulings, procedures and guidance issued by various global tax and transfer pricing authorities
Education
Bachelors of Science - Finance
Georgetown University
Washington, DC
01.2021
Bachelors of Science - Managerial Studies
Georgetown University
Washington, DC
01.2021
Skills
Deep working knowledge of Microsoft Excel and Access;
Performance of financial modeling and valuation; and
Client facing communications conveying complex tax structures and business models
Mergers and acquisitions tax
Hobbies and Interests
Fly Fishing, Bird Hunting, Collegiate Lacrosse and Ole Miss Football