Diligent financial professional with extensive experience managing global operations and leading diverse teams. Proven track record of implementing strategic initiatives that drive business growth and operational efficiency. Demonstrated expertise in cross-functional communication and project management.
Overview
11
11
years of professional experience
Work History
Global Manager, Transfer Pricing
Dentsply Sirona
New York, NY (Remote)
10.2024 - 06.2025
Led global transfer pricing documentation across 80+ entities, reducing compliance risk and ensuring 100% on-time filing across four continents
Partnered with EY (Big 4) and internal FP&A to update and implement a global ERP system post-major acquisition; supported integration and testing phases with cross-functional teams across global finance, engineering, and IT teams utilizing Jira to improve visibility and coordination
Built and improved budget, cash flow, and scenario forecasting models with FP&A and developed Tableau dashboards to enhance executive visibility into key performance metrics and risk exposure
Managed quarterly pricing adjustments ($100M+) across 180+ entities using Oracle’s HFM, SAP, and SQL tools, optimizing tax outcomes
Negotiated and executed an Advance Pricing Agreement with the IRS and CRA, minimizing transfer pricing risks, reducing compliance burdens, and generating significant cost savings
Lead transfer pricing audit defense strategies for U.S. and foreign entities, collaborating with external auditors and tax authorities, providing comprehensive documentation, and crafting strategic responses to tax authority inquiries
Proactively monitored evolving global regulatory and tax legislation to identify transfer pricing risks and recommend risk and exposure mitigation strategies to executive leadership
Manager, Transfer Pricing
Alvarez & Marsal
New York, NY (Hybrid)
04.2022 - 03.2024
Managed concurrent client engagements across financial services, tech, and healthcare, delivering risk assessments, M&A due diligence, and compliance solutions
Advised clients on intercompany transactions including tangible goods, intangible property, services, and intercompany financing across diverse industries
Built and analyzed dynamic financial models to assess tax impacts, debt capacity, and cash flow scenarios and to forecast future trends and tax impacts
Conducted debt capacity, cash flow, and interest rate analyses, leveraging models to assess financial structures and utilizing Bloomberg and Moody’s
Mentored, coached, and reviewed teams of 15+, fostering technical growth and cultural alignment
Developed strategic responses to tax authority inquiries, mitigating audit exposure for multinational clients
Contributed to firm-wide training and business development through custom educational content and marketing materials
Senior International Tax Consultant
McGuire Sponsel
Indianapolis, IN (Remote)
11.2017 - 01.2022
Prepared U.S. and OECD-compliant transfer pricing documentation and benchmarks analyses utilizing S&P’s Capital IQ
Reviewed tax compliance filings, including forms 5471, 5472, and 1120-IC-DISC in CCH Axcess
Developed comparative models to evaluate Tax Cuts & Jobs Act impacts and inform strategic planning
Created $10M+ in annual client tax savings by optimizing IC-DISC structures and commissions and preparing corresponding federal and state compliance
Managed the integration of acquired IC-DISC business, retaining 85% of clients through proactive relationship management and operational continuity
Expanded departmental reach and revenue by building, maintaining, and enhancing client and CPA network relationships via Salesforce, driving new practice line growth
Facilitated corporate entity formations and dissolutions, preparing governance documents such as articles of incorporation, bylaws, corporate minutes, and tax registrations
Implementation Specialist
Capital Group
Carmel, IN
05.2014 - 11.2017
Managed client onboarding and investment processing for retirement plans with assets up to USD $25 million per plan
Created detailed employee dashboards using SQL and PowerBI to track implementation KPIs and improve internal workflows
Developed a comprehensive cross-site training program to support a 400% volume increase driven by Department of Labor policy changes
Designed and facilitated quarterly cross-functional across five national sites, fostering collaboration and strategic dialogue between business divisions
Advised financial advisors and shareholders on optimal products, share classes, and fund materials tailored to diverse client needs and scenarios
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.