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Professional Summary


Results oriented Corporate Tax / Finance Executive, with M&A, international tax structuring, planning, analysis and reporting expertise. Demonstrated achievement of objectives, strong project management skills. Hands-on, detail oriented professional who is “Team” focused. 20+ years of combined in-house Corporate / International tax operations, M&A and planning expertise, as well as "Big 4" public accounting.

Successfully developing and managing Best in Class Tax Functions within Complex, High Growth, High Value, Multi-national organizations, establishing a Collaborative Team based approach, partnering closely with internal and external resources to deliver sustainable High-Value Business and Tax solutions on a timely basis.

Tax | Leadership Core Competencies

Transfer Pricing | Tax Planning (US / International)
International Operations | Mergers & Acquisitions
Cash Tax Rate Management | Intellectual Property Planning - Management
Effective Tax Rate Management | Process / Transformation
Team Building | SEC / Regulatory -Tax Reporting and Compliance
Operational Transfer Pricing | Cost Sharing
Cross-Border Subpart F issues | RD Credits
Foreign Reporting | Sox 404 Risk - Management
Tax Controversy Audit Management | Favorable Tax Settlements US, UK Germany, India

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Languages

  • English

Industry Experience

    • Telecommunications Managed Services, Software
    • Hospitality Software
    • Professional Services
    • Advertising Marketing Services

Interests/Hobbies

  • Spending time with family/kids - Beach
  • Golf
  • Coaching Team Sports

Birthday

August 30

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Experience

BroadSoft, Inc.
Gaithersburg, Maryland, USA 20878
Head of Tax
SEC Registrant - Multi National
2015 - 2016
BroadSoft, Inc. – Gaithersburg, Md. Mar 2015 to Nov 2016
Head of Tax - Worldwide Tax Responsibility

Lead Tax Professional for BroadSoft, Inc., (BSFT: NASDAQ) a $340 million US Headquartered Multi-National that provides software and services that enable mobile, fixed-line, and cable service providers to deliver hosted or cloud-based unified communications (UC), and other voice and multimedia services over Internet protocol (IP) based networks, in the Americas, Europe, Middle East, Africa, and Asia Pac.

Developed and implemented operationally aligned and sustainable tax planning strategies, focused on maximizing shareholder value and earnings per share. Identified and implemented strategic initiatives focused on improving the company’s financial and operational performance, considering the company’s cash tax and effective tax rate while complying with ASC-740, ASC-718 and other appropriate accounting and regulatory pronouncements. Global responsibilities include ASC-740, tax due diligence, mergers and acquisitions structuring, as well as post acquisition integration, international structuring, tax operations, compliance and controversy strategy management. Restructured and established a highly-respected tax team of 6. Directly responsible for recruiting, hiring, developing and leading the team.

* Assignment ended November 2016. 
Micros Systems,Inc. | Oracle Hospitality
Columbia, Maryland, USA 21046
VP Vice-President Tax
SEC - Registrant Multi-National
2006 - 2015
Micros Systems, Inc. – Columbia, Md. Jan 2006 to Mar 2015
Vice President – Tax Planning and Analysis *

Chief Tax Officer Micros Systems, Inc. High growth global industry leader designing and servicing enterprise information solutions for the hospitality industries. US Headquartered Multi-National with more than 6,800 employees, operations in more than 55 countries. Significant International operations in Europe, Asia and Latin America, completed more than 20 acquisitions.

Provided tax planning, tax risk analysis and tax services to Executive Management and Operating Unit Leaders. Worldwide responsibilities included tax due diligence with regards to mergers and acquisitions, as well as post acquisition integration, international structuring, tax operations, tax compliance, audit management and efficient treasury alignment. Developed and implemented business efficient tax planning strategies and tax sensitive structuring, maximizing shareholder value. Identified and implemented strategic initiatives focused on improving the financial and operational performance of the organization, addressing operational objectives. Restructured tax function, developed a well-respected team of 8 tax professionals. Developed a strategically focused corporate tax function. Implemented a globally integrated tax provision and forecast processes.

* Micros Systems was acquired by Oracle in September 2014.
RSM McGladrey, Inc.
Bethesda, Maryland, USA 20814
Director – Mid-Atlantic – International Tax Servic
Public Accounting - International
2002 - 2006
RSM McGladrey, Inc. – Bethesda, Md. Sept 2002 to Jan 2006
Director – Mid-Atlantic – International Tax Services Practice
Established the International Tax Services Practice in the Mid-Atlantic Area.

Ernst & Young LLP – McLean, Va. Sept 2001 to Sept 2002
Director – Mid-Atlantic Tax Services

Ernst & Young LLP – Baltimore, Md. Jan 1989 to Dec 1996
Tax Advisory Services - Senior Manager (Audit Staff / Senior Accountant)
Ernst & Young LLP – McLean, Va.
Mclean, Virginia, USA
Director – Mid-Atlantic Tax Services
Public Accounting Firm - Big Four
2001 - 2002
Ernst & Young LLP – McLean, Va. Sept 2001 to Sept 2002
Director – Mid-Atlantic Tax Services

Ernst & Young LLP – Baltimore, Md. Jan 1989 to Dec 1996
Tax Advisory Services - Senior Manager (Audit Staff / Senior Accountant)
Snyder Communications, Inc.
Bethesda, Maryland, USA 20814
VP Vice-President Tax
SEC - Registrant
1996 - 2001
Snyder Communications, Inc. – Bethesda, Md. Dec 1996 to Sept 2001
Vice President – Tax Planning and Analysis **

Lead Tax Officer of a $1 Billion US Headquartered Multi-National, (SNC: NYSE). Provided tax services to stakeholders on a global basis, performed “what-if” planning scenarios and analyses for management related to M&A, international structuring, ASC-740, Transfer Pricing, global tax compliance and audit management. Developed tax effective operational structures, implementing value added global tax planning strategies maximizing shareholder value and earnings. Identified and implemented strategic initiatives focused on improving the financial and operational performance of the organization.

Key member of the integration and management team. Responsible for strategic acquisition planning, structuring, analysis and implementation. Completed 42 acquisitions in a 36-month period. Executed alternative tax efficient structures and implementation plans.

Secured financing of $400 million to complete and implement significant international financing and tax reduction strategies, increasing cash flows.

**SNC was acquired by Havas Advertising, French Parent; (lead tax position was located in Paris).
Ernst & Young LLP – Baltimore, Md
Baltimore, Maryland, USA
Tax Advisory Services - Senior Manager
Public Accounting Firm - Big Four
1989 - 1996
Ernst & Young LLP – McLean, Va. Sept 2001 to Sept 2002
Director – Mid-Atlantic Tax Services

Ernst & Young LLP – Baltimore, Md. Jan 1989 to Dec 1996
Tax Advisory Services - Senior Manager (Audit Staff / Senior Accountant)

Education

BS, Accounting 1988
University of Maryland College Park
College ParkUnited States
Beta Alpha Psi - National Accounting Fraternity
NAA - National Association of Accountants
Delta Tau Delta - Fraternity

Department of the Interior Co-Op Program while attending UMCP
Paid for 100% of my College Education

Professional Certifications

CPA - State of Maryland
Active
1990

Associations and Societies

  • TEI, AICPA, MACPA, TCPI, ITI, NVTC

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