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Catherine Bernard MBT, CPA

U.S. Tax Director

New Flyer Industries Inc. (Winnipeg, MB CA)
Sioux Falls, South Dakota, USA

Corporation - Publicly-Held

Professional Summary

High-performing and passionate Tax Executive with over 30 years of public accounting and private industry tax experience with a dash of academia and government. Served a variety of public and private companies in complex federal, international and state tax matters in industries including financial services, manufacturing, distribution and service companies. Extensive merger and acquisition experience for both buyers and sellers. Strong oral and written communication skills and diverse tax technical skills.

Please contact me if you are searching for a full-time or part-time remote tax director. Able and willing to travel extensively. cqbernard@outlook.com 605-376-9998(C)

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Languages

  • English

Industry Experience

    • Manufacturing and Distributor
    • Financial Services

Interests/Hobbies

  • Reading
  • Zumba/Walking
  • Traveling

Birthday

September 16

Experience

New Flyer Industries Inc. (Winnipeg, MB CA)
Sioux Falls, South Dakota, USA 57108-2034
U.S. Tax Director
Corporation - Publicly-Held
2010 - 2017
Senior U.S. Tax Executive for New Flyer Industries Inc. (TSX:NFI) the largest transit bus and motor coach manufacturer and parts distributor in North America with over $2B in revenue and 5,000 employees.

• Prepared U.S. consolidated return, 60 plus SALT returns, several accounting method changes and elections.
• Provided technical expertise to merger and acquisitions for asset, stock and deemed asset acquisitions as well as frequent internal reorganization.
• International tax expertise including foreign tax credits, OFL, Sec. 956, 987, 988 involving Canadian parent, foreign subsidiaries and branches.
• Implemented strong information reporting and FATCA processes.
• Identified tax savings/tax risk of over $50M while employed at New Flyer

Grant Thornton LLP
Minneapolis, Minnesota, USA 55402
Federal Tax Director
Public Accounting - International
2006 - 2010
Federal Tax Director for 6th largest accounting firm
• Oversee tax services for various public and private companies with multi-state and international operations
• Directed Midwest Region's Financial Institutions tax practice (including Chicago)
• Lead FIN 48 implementation and reviewed tax provisions for public and private companies
• Member of GT National Tax Office team for Sec. 382 studies
• Presented several training sessions in-house and externally (law firm, Bank Tax Institute)
• Represented numerous corporate clients through IRS examinations and appeal processes as well as state tax audits
• Grew firm revenues by expanding existing client services as well as new business
• Chaired Tax Quality Task Force
• Directed due diligence projects for both buyers and sellers in M&A transactions
St. Mary's University
Minneapolis, Minnesota, USA 55402
Adjunct Professor
University/Academic Institution
2008 - 2008
Taught accounting and tax evening classes
RSM US LLP
Sioux FAlls, USA 57104
Area Tax Partner
Public Accounting - International
2003 - 2005
Tax Partner for 5th largest accounting firm
• Managed tax practice including tax planning and compliance for middle market client base
• Directed financial institutions tax practice
• Executed planning strategies and reviewed tax returns for C corporations, S corporations, LLC's, partnerships and executives
• Headed recruiting for office's experienced and new hires
• Conducted tax seminars to various organizations

Boulay
Minneapolis, Minnesota, USA 55344
Tax Partner
Public Accounting Firm - Local
2000 - 2003
Tax Partner in large local CPA firm (150 employees)
• Oversaw firm's financial institution's tax practice
• Reviewed tax provisions and returns for public and private companies
• Developed tax planning strategies for clients including debt restructuring
• Prepared financial forecast for high tech company
• Headed firm's in-house tax continuing education and wrote articles for firm and external pubs
• Conducted external and internal seminars on LLC's, year-end tax strategies, S corporations, earnings and profits
Boulay
Minneapolis, Minnesota, USA 55344
Tax Manager
Public Accounting Firm - Local
1993 - 2000
RBC Wealth Management
Minneapolis, Minnesota, USA 55402
Corporate Tax Director
Corporation - Publicly-Held
1990 - 1992
• Oversaw tax department for national brokerage public company including compliance for large consolidated federal returns and 45 states
• Provided tax guidance to corporate finance department, reporting compliance area and advisors
• Created product documents featuring tax advantages
• Conducted training sessions for brokers regarding tax issues for products
• Prepared UBTI returns IRA customers
• Passed General Securities Representative Examination Series 7 exam

KPMG LLP
Minneapolis, Minnesota, USA 55402
Tax Senior Manager
Public Accounting Firm - Big Four
1988 - 1990
EY LLP
Houston, Texas, USA 77010
Tax Manager/Senior/Advanced Staff
Public Accounting Firm - Big Four
1984 - 1988
Metro State University
Minneapolis, Minnesota, USA 55402
Adjunct Professor
University/Academic Institution

Education

MBT, Business Tax 1984
University of Minnesota Twin Cities
Minneapolis, Minnesota, United States
BA, Accounting and Business Administration 1981
Augustana University
Sioux Falls, South Dakota, United States

Professional Certifications

Certified Public Accountant(CPA)
Active
1983

Associations and Societies

  • Tax Executives Institute (Past Board Member)

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