Luciana Perez
Senior Tax Planning Staff Manager
Boston,MA
Summary
Dynamic international tax professional with extensive expertise in tax planning, compliance, and audit management, dedicated to driving strategic initiatives that yield impactful results. Demonstrated proficiency in optimizing tax processes and implementing regulatory changes while leveraging analytical skills to align with business objectives. Recognized for reliability and adaptability in navigating evolving tax laws, ensuring accurate reporting, and maintaining adherence to regulations. A collaborative team player with a strong focus on achieving results, complemented by a deep understanding of tax law and effective problem-solving capabilities.
Overview
15
15
years of professional experience
Work History
NAM, LATAM And Canada Senior Tax Planning Manager
GE VERNOVA
10.2021 - Current
- Strategy – Co-develop and assist tax efforts in support of the company’s global strategies while working directly with the Senior Director of Global Tax Strategy. Initiate and facilitate operating model optimization as well as rationalization efforts
- M&A – partner with the Senior Manager of M&A on post-deal integration.
- Transfer pricing – Assist with transfer pricing compliance (functional interviews, transfer pricing documentation preparation (local files and master files, as well as transfer pricing strategy and controversy while working directly with the Director of Global Transfer Pricing
- Cash Management – Support initiatives addressing intercompany cash flows including repatriation, intercompany loans, and other transactions as identified through partnership with the treasury team.
- Strategic Business Partnering – Be a trusted business partner to all operating companies. Regularly interact with designated individuals within the operating companies regarding the tax implications of supply chain changes and operational expansion efforts, and the interrelationship between operational decisions/direction
- International Tax Advisory – Interface with external business partners and tax advisors to execute due diligence and transaction planning, assess potential impacts and advise senior tax management on potential implications and countermeasures
- Legal Entity Management – Manage the establishment or elimination of legal entities, including maintenance plans and associated supporting documentation.
- Advisors and Budget Management – Manage external advisory support along with budgets and timely accruals
- Process Improvements – Expand the use of technology and automation by making proactive suggestions to eliminate waste and improve efficiency
- Governance Framework – Support compliance with and refinement of established tax policies and procedures as set forth in the company’s tax manual and other interacting policies like the business change management policy
- Coordinate with the Tax Reporting & Compliance team - Following the implementation of global tax strategy initiatives such as internal restructurings, cash repatriation, or post-deal integrations, to ensure all transactions are accurately reflected in financial reporting.
- Advise on tax clauses: gross-up, withholding, tax indemnities, change-in-law, transfer of title, Incoterms. Ensure pricing reflects indirect taxes, duties, and local surcharges
- Optimize duty/customs via tariff classification, FTAs, and bonded/FTZ solutions. Ensure Incoterms and logistics match tax documentation and place-of-supply rules
Senior Tax Planning Staff Manager for Global Business Operating in Latam and Americas
GE GAS POWER
02.2020 - 10.2021
- Responsible for all aspects of the tax function, including Latam region and international compliance, tax accounting, process improvement, strategic/operational planning, M&A, audits, including all business segments of GE Gas Power P&Ls of $5.7B in orders
- Lead or partner on key business initiatives including integrations, legal structure simplification, and tax operations restructurings
- Collaborated with senior management and business teams on critical business and region issues including commercial deals, acquisition/dispositions, and key operational issues
Latin America Tax Planning & Controversy Director
BAKER HUGHES
03.2018 - 02.2020
- Responsible for developing and executing tax strategies for a company's operations across Latin America and managing all tax-related disputes, audits, and litigation in the region
- Manage the global responsibilities for all aspects of taxation (i.e. planning, commercial tax, reporting, and compliance)
- Partner with senior management and business teams on critical business and region issues including commercial deals, acquisition/dispositions, and key operational issues
- Partner closely with business leaders to ensure that there is alignment on tax issues and strategy. Ensure flawless operational execution, controllership, and risk management for the tax function in the region
- Coordinate key business initiatives including integrations, legal structure simplification, and tax operations restructurings
Education
J.D. - Law
Pontifical Catholic University of Campinas
BrazilSkills
- Global tax structuring
- M&A transaction management
- Treaty Relief
- Tax audit management
- Cross-border fund transfer coordination
- Corporate tax planning
- Stakeholder alignment
- Process improvement
- Strategic Thinking
- Team Management
- Cross-functional Collaboration
- Effective problem resolution
Accomplishments
Managed and implemented Commercial Tax Advisor and Salesforce tools to mitigate commercial tax risks and enhance cost and transfer pricing margins for each global business line of the company. Implemented SOPs for ITO and OTR phases overseeing $18.1 billion of revenue within the Power Segment of the business. Provided comprehensive tax training to the entire Gas Power segments, including Steam, Controls, and new Units, for the commercial teams responsible for securing more than $44.1 billion in orders. Coordinated and executed a legal entity reduction project globally for 150 entities, resulting in significant cost savings. Served as the global tax function for the renamed entity project, overseeing tax governance and compliance for more than 277 legal entities. Successfully coordinated and executed over $1 billion in cash repatriation utilizing Double Tax Treaties to avoid double taxation. Responsible for leading the tax integration for the merger with Baker Hughes. Reported to CFO and managed tax staff of 6, including the team in LATAM. I had the tax function ownership for and supervised the M&A of Wellstream do Brasil into GE Oil and Gas do Brasil, resulting in a tax goodwill benefit of $400 million. I lead and executed. Directed the M&A consolidation of GE Oil & Gas entities, achieving significant goodwill amortization efficiencies. Designed and implemented bonded area duty drawback and dry port strategies that generated over $100 million in tax savings. Oversaw the successful monetization of $1.5 billion in tax credits, maximizing cash flow and profitability.
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Timeline
NAM, LATAM And Canada Senior Tax Planning Manager
GE VERNOVA
10.2021 - Current
Senior Tax Planning Staff Manager for Global Business Operating in Latam and Americas
GE GAS POWER
02.2020 - 10.2021
Latin America Tax Planning & Controversy Director
BAKER HUGHES
03.2018 - 02.2020
J.D. - Law
Pontifical Catholic University of Campinas
Awards
Impact award “Applause”- 2024 – Participation & Contributions on the Tax & Treasury Committee
Impact award “Deliver with focus”- 2024 – Monetized $25M VAT in 2Q’24
Impact award "Operational Excellence Synergy Projects I and II" - Goodwill Amortization $400M