Jonathan Hartz
New York,NY
Summary
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
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
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
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
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
Education
Bachelor of Science - Organizational Leadership
Purdue University
West Lafayette, INSkills
- Continuous improvement
- Project management
- Cross-functional communication
- Financial modeling
- Data analysis
- Transfer pricing
- Market research
- Empathy
Timeline
Global Manager, Transfer Pricing
Dentsply Sirona
10.2024 - 06.2025
Manager, Transfer Pricing
Alvarez & Marsal
04.2022 - 03.2024
Senior International Tax Consultant
McGuire Sponsel
11.2017 - 01.2022
Implementation Specialist
Capital Group
05.2014 - 11.2017
Bachelor of Science - Organizational Leadership
Purdue University
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