Overview
Work History
Education
Skills
Timeline
Generic

Tania Loo

Katy,TX

Overview

11
11
years of professional experience

Work History

Finance, Tax, and Compliance Manager

SUBSEA 7 US LLC
09.2014 - Current
  • Manage the USA, Trinidad & Tobago, and Guyana group of entities
  • Provide essential support to the business units by offering financial insights, conducting business performance analysis, and developing financial models for their respective initiatives
  • Determine the key drivers of variances versus last year's results
  • Collaborate with business units to understand and provide insights on budgets, forecasts, and capital expenditures
  • Manage and lead a team fostering a collaborative and high-performing work environment
  • Develop and mentor team members, ensuring their professional growth and alignment with organizational goals
  • Ensure overall trends and the impacts of key initiatives are reflected accurately in the forecast
  • Work with each department to ensure they understand the overall forecast and how the impact of the key initiatives they are responsible for are reflected in the forecast
  • Support the Annual Growth Plan process- participate in the tender
  • Lead various finance projects as directed by the leadership team
  • Manage month-end close, balance sheet reconciliations, and treasury management
  • Analyze and assess financial and business performance, and provide insightful recommendations for various profitability drivers, including revenue, margin, expense management, and working capital management
  • Manage SAP VIM production, KPI, account payable staff, T&E SAP concur, PPL, and manual check payment
  • Implement Travel and Entertainment policy and AMEX expenditure policy
  • Liaison and provide training to the Supply Chain Department in vendor financial evaluation, and application completion
  • Prepare ad-hoc reports for upper-level management, external auditors, and local authorities
  • Interface with outside audit firms(s), banks and lessors, casualty/liability insurance agent(s)
  • Financial reporting BFC- Business Financial Consolidation
  • Tax & Compliance: Direct and Indirect tax compliance and planning, CIT quarterly estimated tax calculations, and payments for the USA Group, Trinidad, Guyana, and the Group international entities doing business in the USA
  • Revision and Analysis of the Organization Transfer Pricing, Base Erosion and Antiabuse tax (BEAT), IC agreement annual revision, WHT tax calculation, filling, and payment
  • Company merges and preparation of the Legal Entity Integrity Plan- LEIP
  • Prepare and evaluate tax implications or better of- position if an organization is going to be closed, prepare narratives and step-by-step Journal Entries to execute the process
  • Close entities in the system, IRS and State
  • Work with the legal department to complete the entity documentation dissolution.

Financial Controller of Americas

MALVERN INSTRUMENTS INC.-Manufacturing
03.2013 - 08.2014
  • Manage the United States, Canada, and Mexico group of entities
  • Manage and lead the accounting closing, including the revision of monthly statutory and IFRS financial statements
  • Coordinate monthly cycle count and quarterly inventory of finished goods, demo stock, and consignment stock
  • Review monthly cost center performance and discuss results with their senior management
  • Develops and maintains relations with local and international banks, insurance, and leasing companies
  • Coordinate the planning and preparation of the annual operating targets/budget and supporting schedules
  • Coordinate the annual internal and external audit
  • Calculation of complex bonus schemes- sales force
  • Process Improvement and Business Initiatives- Implement intercompany contract agreements based on the “arm’s-length principle” for transfer pricing
  • Including process and procedures of invoicing, allocations, foreign exchange transactions, and/or expatriate activity for accuracy and completeness
  • Drafts corporate policies and procedures for local and international finance and accounting as needed
  • Prepare financial models to operate in Latin America -Mexico
  • Cost analysis/cost-benefit, ROI, and other upon the project needs
  • Partner with the organization’s functional teams in the Americas and UK, HR, Commercial, Supply Chain, Tax, Treasury, Legal, IT, and other areas on new international business initiatives
  • Assist in the communication between the teams to prioritize and follow up on issues and resolutions
  • Prepare schedules for Federal & State tax returns on a timely basis, and respond to requirements of external regulatory authorities and agencies.

Education

Certified Public Accountant -

Public Accountants School of Lima

Bachelor in Accounting -

National University of San Marcos

Accounting Certificate -

Cypress & Fullerton College
Cypress, CA

Master in Business Administration- Finance, Accounting Concentration -

University of Saint Thomas
Houston, TX
12.2011

Skills

  • Financial Statements Reporting
  • Financial Modeling
  • Compliance
  • Forecasting, Budgeting
  • Business Analysis
  • Auditing, Internal controls
  • US GAAP
  • MS Office
  • Lead and managing
  • Communication
  • Strategic decision support
  • Capital Expenditure
  • Strong financial acumen
  • Problem-solving
  • AP/AR
  • Productivity Software: SAP, Oracle, Mas500, Mas200, JD Edwards, Peachtree, QuickBooks, GeacSmartstream, Cartesis EFRS, BusinessIntelligence-BI, Business Analyzer, BFC Reporting, VIM, Concur, Basware, Taxware, Microsoft Office
  • Languages: Bilingual with fluency in English and Spanish
  • ERP
  • Accounting
  • Financial Reporting
  • Productivity Software: SAP, BOCF, Oracle, Mas500, Mas200, JD Edwards, Peachtree, QuickBooks, GeacSmartstream, Cartesis EFRS, BusinessIntelligence-BI, Business Analyzer, VIM, Concur, Basware, Taxware-(outsourcing sales tax software), Microsoft Office Suite (Excel, MS Word), MS Power Point, MS Outlook, Lotus Notes)
  • Risk Analysis

Timeline

Finance, Tax, and Compliance Manager

SUBSEA 7 US LLC
09.2014 - Current

Financial Controller of Americas

MALVERN INSTRUMENTS INC.-Manufacturing
03.2013 - 08.2014

Certified Public Accountant -

Public Accountants School of Lima

Bachelor in Accounting -

National University of San Marcos

Accounting Certificate -

Cypress & Fullerton College

Master in Business Administration- Finance, Accounting Concentration -

University of Saint Thomas

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Tania Loo