Dipesh Kapadia
Pricing Manager
Stamford,CT
Summary
Results-driven Transfer Pricing and Tax Automation expert with extensive experience in the information services and technology sectors. Specializes in developing innovative analytical models, driving process automation, and ensuring compliance with global regulatory standards. Proven ability to collaborate across functions and leverage advanced business intelligence tools to optimize financial performance and pricing strategies.
Overview
2025
2025
years of professional experience
Work History
Manager, Transfer Pricing
Sitecore
2 2023 - 07.2024
- Led complex transfer pricing calculations, ensuring compliance and accuracy in intercompany accounting.
- Monitored global pricing legislation and proactively adjusted strategies for alignment with OECD and regional regulations.
- Prepared transfer pricing documentation by conducting functional interviews and gathering critical financial and operational data to support annual reports.
- Designed frameworks for R&D; tax credit analyses and streamlined BAPA forms to improve regulatory compliance.
- Improved processes with business intelligence tools and provided actionable pricing insights using Power BI and Excel.
- Supported treasury functions, including intercompany settlements and withholding tax analyses.
- Assisted with year-end federal tax returns and provisions, ensuring timely and accurate reporting.
Sr Transfer Pricing Associate
Gartner Inc
02.2018 - 02.2023
- Automated pricing models using Alteryx and Power BI, cutting process time by 30% and enhancing accuracy.
- Conducted profitability forecasts and created entity-level forecasts to estimate global tax exposure, providing actionable insights.
- Worked on transfer pricing documentation, including valuation models and compliance reports, enhancing audit readiness.
- Maintained and remodeled financial models, ensuring SOX compliance and alignment with global transfer pricing standards.
- Collaborated with finance, treasury, and tax teams to solve complex pricing challenges and drive business outcomes.
- Provided expertise in Power BI, Power Apps, and Excel modeling, leveraging advanced analytics to drive efficiency and innovation.
- Partnered with global accountants on tax disclosures and valuation models for international compliance.
Senior Pricing and Credit Analyst
Cartus Corporation
01.2015 - 01.2018
- Developed pricing strategies, increasing profitability by 8% through refined modeling and analysis.
- Conducted profitability and post-mortem analyses, advising on pricing adjustments and strategic optimizations.
- Partnered with legal teams to align pricing terms with contracts, minimizing client disputes by 15% and improving client satisfaction.
Accountant II
Cartus Corporation
11.2012 - 12.2014
Accounting Assistant II
Cartus Corporation
11.2011 - 10.2012
Education
Accounting
University of Connecticut
Storrs, CT 09.2007 - 2011.05
Skills
Business Intelligence Tools: Power BI, Alteryx, Power Automation
Advanced Microsoft Excel: Excel VBA Macros, Financial Modeling, Forecasting
Tax & Compliance Expertise: GAAP Reporting, SOX Controls, OECD & Global Pricing Standards
Process Optimization: Automation Design, Pricing Strategy, Governance
Software Proficiency: Solution 7, NetSuite, DAX, Python, Visual Basic
Professional Skills: Critical Thinking, Team Leadership, Cross-Functional Collaboration
Timeline
Sr Transfer Pricing Associate
Gartner Inc
02.2018 - 02.2023
Senior Pricing and Credit Analyst
Cartus Corporation
01.2015 - 01.2018
Accountant II
Cartus Corporation
11.2012 - 12.2014
Accounting Assistant II
Cartus Corporation
11.2011 - 10.2012
Accounting
University of Connecticut
09.2007 - 2011.05
Manager, Transfer Pricing
Sitecore
2 2023 - 07.2024
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