If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

00357314

PROFILE:

Tax Transformation and Change Senior Delivery Lead with over 13 years’ experience working with a diverse client base in Banking and Financial Services, Logistics, Oil and Gas. Working on both Big4 and client side. Managing global teams ang dealing directly with senior client stakeholders. Big focus on Data Management for Tax Compliance and Regulatory Reporting.

Independent Contractor on Tax/Finance Transformation and Technology Solution Projects

• 6 years’ experience in Tax and Finance Transformation projects at HSBC, BP and Royal Mail.
• Leading roles in designing and building end-to-end technology solutions to create business value.
• Applying Agile methodologies, taking responsibility for project delivery from Business Requirements, Product Features, Solution Design, IT Implementation, Testing and Go-Live.
• Working on SAF-T, e-Invoicing, Tax Data Lakes, CBCR, and BEPS Pillar 2. As well as quarterly VAT returns,

Big 4 Tax Technology and Transformation

• 7 years’ experience working in Tax Transformation and Technology Team, leading multi-million-dollar Finance and Tax Transformation Programmes for Global Financial Institutions.
• Focused on implementing Digital and Data Driven Transformations to improve business operations to respond to regulatory change, reduce costs/risk, improve the customer experience and data quality.
• Experience running multiple client engagements from KYC, pricing, delivery & execution, closeout & billing.
• Hold a strong core consulting and advisory skillset, excellent communication and problem-solving skills.
• Experienced in handling senior stakeholders and leadership. Responsible for preparing and presenting at SteerCo’s. Developed Management Information Packs for Reporting to senior stakeholders.
• Supported and owned go-to-market materials, creating service and pricing methods and quality assurance.
• Led many client meetings/demos/pitches to win work for solutions where I was the global SME.
• Supported and worked on many RFPs to win new work.

Qualified Accountant with Direct and Indirect Tax Compliance and Regulatory Reporting

• 8 years’ experience running Tax Compliance and Advisory projects in one of the big 4 companies and FTSE 250 Companies.
• Mixed Tax experience in Corporation Tax, Employment Taxes, Personal Tax, VAT, and Transfer Pricing. Including AEOI (FATCA/CRS) Reporting, SAF-T reporting for VAT, Inventory, Assets & Corporate Income Tax.

SKILLS:

• Compliance and Regulatory Projects – Led many Tax Compliance and Regulatory projects for clients covering SAF-T, FATCA, CRS, AEOI, GDPR, BEPS Pillar 2 and FCA Regulatory Changes. Gathering and analysing data for Regulatory Reporting for example Swap AP and Volcker. Working on solutions to satisfy internal Audit Issues and Failings. Writing board papers to support decision making. Developing Management Information Packs for Reporting to senior stakeholders.
• Transformation and Change Management – Running Digital and Data Driven Transformation Projects for Tax, Finance and IT departments. Developing change strategies and roadmaps, Preparing Current State and Future State Operating Models. Simplifying complex proposals into clear decision options for senior stakeholders. Developing and executing change delivery plans. Performing impact assessments, stakeholder analysis and change readiness assessments. Working with key stakeholders to identify and document benefits realisation plans, ensuring programme outcomes and measures of success are tracked and realised. Developing and owning change materials and artefacts. Conducting post implementation review, lessons learned and retrospectives. Project reporting and representing the project/programme to governance/reporting committees.
• Project Manager & Delivery Lead - PRINCE2 and Agile Scrum Master Trained. Managing multiple projects focusing on Digital and Data Driven Transformations Process. Preparing Business Cases and funding requests, planning and cost estimation, requirements gathering, design, implementation, testing, go-live and close out. Performing all Project Administration and Reporting including SteerCo’s and Governance Reporting. Preparing Weekly Milestone reporting, using JIRA to track projects, making and justifying Change Requests and maintaining RAID logs. Preparation and presentation of slides for SteerCo Meetings. Preparation of 12-month milestone plans and multi-year Roadmaps. Managing resources requests, interviews, costings. Managing and tracking project budgets and preparing cost estimations.
• Implementation of Tax Reporting Software & Tax Engines – Experience in helping build Tax Engines at EY. I have run and managed the projects to identify requirements, manage IT teams to either build/modify solutions to meet business and data requirements, working through the full software delivery lifecycle and achieve successful deployment. I have supported and managed many projects to support clients with Tax Reporting Software. I have been a user of Thomson Reuters OneSource for Corporate Tax, Power Tax, Alpha Tax, and Oracle Hyperion.
• Governance – establishing new governance processes and preparing Management Information Packs to introduce structure and controls to projects/processes. Reviewing and updating policies and procedures for business changes. Writing board papers to support decision making.
• Risk Management – As a Qualified Accountant I fully understand the need to identify, record and monitor risks as part of an effective risk management strategy. I have undertaken 2nd Line of Defence roles in Banking. Gathering and analysing data for Risk Reporting. Working on solutions to satisfy internal Audit Issues and Failings. Writing risk papers for board consideration to support decision making. Developing Management Information Packs using Data Analytics for Risk Monitoring. Showing trends in Internal Audit failings, Control Breaches and IT/Data leakages and failures.
• Process Improvement - Building end-to-end processes/services. Undertaking process improvement initiatives to save time and costs for example, building new end-to-end Tax Reporting services and Client Engagement Admin Processes. Process automation. Optimisation of customer on-boarding journey for downstream Tax Reporting.
• Data and Analytics - Experience with Alteryx, Microsoft PowerApps and PowerBI, SAP and Oracle.
• Artificial intelligence and Automation – developing solutions to leverage AI and automation tools to create business value through process streamlining, cost/FTE savings, and risk reduction. I am learning Python, I’m regularly using ChatGPT and MS Copilot.
• Product Owner/Manager – held lead positions in developing and owning Business Requirements, Solution Design and Development to building services, data assets and software solutions. Preparing and prioritising requirements and features, delivery roadmaps, signing off UAT. Preparation of project cost estimations, 12-month milestone plans, multiyear roadmaps for future delivery and managing budgets. Working with key stakeholders to identify and document benefits realisation plans, ensuring programme outcomes and measures of success are tracked and realised. For example Product Owner and SME on EY’s Global AEOI Reporting Service and EY’s new app-based Tax Compliance Management Tool. Interim Product Owner for HSBC’s new cloud-based data platform to replace legacy databases.
• ERP Systems– Experienced in using Oracle and SAP General Ledger Systems and data extracts to analyse information for tax treatments and compiling tax returns. I have supported clients in shaping the data capture at front end systems to capture data in the right format with data quality rules for downstream tax reporting experienced designing solutions leveraging SAP and Oracle data.

CAREER HISTORY:

2025 – Present

Postal Company

Tax Transformation – Digital Tax Manager (Contract Role)

• Data Lead on CBCR Reporting for UK and group entities. Gathering reporting data requirements, accessing data sources and preparing data submission templates.
• RFP Delivery Lead on new Capital Allowances technology solution. Preparing documentation, joint hosting meetings with service providers and preparing summary and recommendation paper for Head of Tax.
• Running Quarterly VAT return processes, preparing trend analysis and resolving queries on any anomalies with appropriate partners.
• Running Capital Allowances Software. Using specialist software such as CAD Project, Alteryx, SAP and Microsoft excel. Using CAD software to run Capital Allowances processes and Capital Gains Tax Calculations, Rollover Relief calculations and claims.

2023 – 2025

Tech / Energy

Global Tax Data Lake Solution Lead / Product Manager (Contract Role)

Sole responsibility developing Tax Software Solutions on the Global Tax Data Lake Programme using the Microsoft Azure Platform, DataBricks and Power Apps and PowerBI, using the Agile Methodology and DevOps.

Developing Tax Use Cases to meet Compliance and Regulatory Reporting requirements for 70+ countries with 3000+ legal entities. Working directly with Global Tax Teams to define and document requirements for Tax Use Cases to create business value through process streamlining, cost/FTE savings and risk reduction, including:

- Leading SAF-T Reporting data collection, data transformation, application of tax rules through solution logic, building data transfer files to be sent to Vendors and Tax Authorities.

- Working on e-Invoicing data collection, data transformation, application of tax rules through solution logic, building data transfer files to be sent to Tax Authorities.

- BEPS Pillar 2 Reporting data collection, data transformation, application of tax rules through solution logic, building data transfer files to be sent to Big4.

- Corporate Tax Compliance data collection, preparation and transfer to EY for Outsourced Compliance.

- VAT returns data collection and preparation of PowerBI Dashboards.

- Transfer Pricing/Intercompany data collection and data transformation into PowerBI Dashboards.

• Lead role in planning, design, preparing Functional Specification and delivery of solutions to solve complex compliance and reporting problems through data transformation to build the right data assets, automation of data sourcing and building solution logic to output data file to meet the specification set by Tax Authorities.
• Working with global stakeholders to develop product vision and strategic road maps for the Tax Data Lake.
• Managing the product backlogs and prioritizing needs. Developed detailed knowledge of SAP ERP system, Tax and Finance Data Lakes. Leading a team of SAP Functional Consultants.
• New focus on using Artificial intelligence and Automation to develop new solutions to create business value through process streamlining, cost/FTE savings, and risk reduction. I am learning SQL and Python, I’m regularly using ChatGPT, MS Copilot and DALL-E.

2019 – 2022

Banking

Transformation Project Manager - Global Governance, Conduct and Regulatory Control – 2nd Line of Defence (Contract Role)

Transformation Project – Data Platform Implementation, Database Upgrades and Data Migration

• Transformation and Delivery Lead on the implementation of a strategic global project to develop a new Wholesale Data Platform to host newly built Data Assets and Micro-services. Migrate data from Legacy Databases into new golden source Data Assets and develop API integration points (CRUD – APIS for Create, Read, Update and Delete actions) for access by the rest of the bank and Wholesale Data Lake.
• High performing Agile Delivery Lead, established and ran all agile ceremonies to drive projects forward. Report progress under multiple channels at various forums. Interim Product Owner for multiple micro-services.
• Working with Google to provide could technology, GCP to host the Wholesale Data Platform. As well as MongoDB to provide the database technology to upgrade legacy databases and migrate data.
• Breakdown business needs, articulate complex issues and problem solving to develop solutions.
• Contributed to the data governance policy for the new Wholesale Data Platform.
• Worked with fellow Product Owners to form data migration plans. Decide ETL process and procedures.
• Utilised the latest technology to solve complex business problems, deliver value and customer outcomes.
• Mobilised and supported the setup of 5 Development Pods (50 people). Interviewed and hired team members.
• Designed programme wide end-to-end agile process for multiple pods to follow.
• Conducting all governance and reporting responsibilities e.g. SteerCo and milestone Reporting, RAID log etc.
• Interim Product Owner, taking ownership of requirements, features, delivery roadmaps, signing off UAT.

Transformation Project – Process Optimisation and Data Remediation and Enrichment

• Lead on end-to-end Customer Tax Reporting (CTR) process requirements for digital customer on-boarding.
• Introducing Data Quality Rules to reduce downstream remediation.
• Led design of the future state end-to-end Tax Reporting process to optimise the route from customer data collection to submissions with Tax Authorities and Regulators.
• Led customer data enrichment efforts with external vendors to match customers and upload Tax Classification Information to improve internal data quality and reduce downstream remediation effort/cost.
• Worked with IT to expand the existing Tax Database to, build an API between CTR database and data vendor to automate manual search, working with senior stakeholders to define CTR Tax Data Strategy.

Transformation Project – FCA Regulatory Change ECNs - System and Customer Journeys updates

• Scoped FCA Regulation for customer with Enhanced Care Needs (ECNs), Ran workshops with SMEs to define requirements, designed global solution to satisfy Internal Audit failings.
• Led a Gap Analysis against FCA requirements and current IT systems for each customer channels/journeys (Digital app/online, RMs, Call Centres and Brach).
• Liaised with multiple internal IT providers for solution options and costs. Developed funding request for multiple business channels, circa $4m (CME, Digital Business Banking, Kinetic & Data Lake).

IM Tools SME - Global Governance, Conduct & Regulatory Control–2nd line of defence

• Global Lead for Instant Messaging and Collaboration Tools, representative on multiple forums to ensure Commercial Bank LoB requirement are met and compliance to policies upheld e.g. Information Control.
• Ran a Working Group to review and analyse MS Teams, identify risks and control gaps, mitigate and identify solution to close gaps to allow successful roll out of to 3 LOBs.
• Working with Microsoft to gain a deep understanding of all the features and interaction points across the tools.
• Preparing risk papers and Committee papers with my recommendations to support decision making.

2014 – 2019

Big 4

Tax Transformation Technology

Transformation Lead – Transformation Project - Development of new Strategic Service Line

• Product Owner and Global Subject Matter Expert in AEOI Reporting Service (FATCA / CRS).
• Lead role in designing and implementing a new global end-to-end outsource reporting service.
• Leading a Team of 20+ professionals across UK and India. Training local offices in service delivery.
• Lead role in the set-up of a Newcastle Reporting Hub and India Engagement Admin Hub team.
• Lead role in designing and implementing new end-to-end engagement administration process (client acceptance to billing) to reduce cost by 60-70% and process efficiency 50%.
• Lead role in design and development of HMRC AEOI submissions capability, by leading HMRC communications.
• Key role in RFPs, developing market collateral, global go-to-market process, pricing, sales lists and slide decks.

Transformation Manager - Transformation Project – Regulatory Change

• CP&M Consents GDPR Implementation. Lead role in preparing Test Plans, Test Scripts and End of Test Reports for System Changes dues to GDPR. Use of ALM software to track status and hold evidence.
• BM Savings GDPR Implementation. Liaising with SMEs to perform systems impact analysis for GDPR. Led preparation of training/communication documents.

Transformation Manager - Transformation Project - Process Automation

• Lead role in working with the client to prepare business requirements, design a solution to automate a manual hedging process. Build prototypes in and prepared Functional Specifications.

Transformation Manager - Transformation Project- Develop of EY Digital Services &Process Automation

• PM – EY ‘start up’ for Digital Tax Services Programme to develop new Tools to replace manual processes.
• Product Owner for EY Digital Assets – performing demos, preparing marketing collateral, hosting workshops.

Transformation Manager - Transformation Project - Technology and Operations

• Lead role in working with the client to prepare Business Requirements for a new Tax Reporting Application to calculate and generate Tax Reports for the newly formed Middle office function to support Client Tax Reporting.

Transformation Manager - Transformation Project – Outsourcing and Automation

• Key role in solution design for Direct and Indirect Tax outsourcing and automation, process efficiency and cost reduction. Working with senior stakeholders to define Business Requirements, contribute to Target Operating Model and establish outsourcing governance structure.

2013 – 2013

Financial Services

Tax Accountant – Finance Operations

Tax Compliance Work Experience:

• Prepared corporation tax computations and returns for all UK trading companies using Thomson Reuters OneSource tax compliance software. Extracted and analysed raw data from Oracle, researched and resolved complex issues.
• Prepared and submitted VAT computations for quarterly returns for 6 UK VAT registrations + Partial Exemptions.
• Managed overseas compliance for corporate tax, VAT, business taxes and payroll taxes via overseas tax advisors.
• Managed a close relationship with HMRC CRM and worked closely with the Accounts Payable for tax payments.

2009 – 2013

Recruitment

Tax Accountant - Group Tax Department

Tax Compliance and Advisory Work Experience:

• Designed and prepared global Transfer Pricing documentation for and loan agreements for Management Charges.
• Designed and prepared UK Senior Accounting Officer (SAO) documentation for Group FD submissions to HMRC.
• Prepared corporation tax computations and returns for all UK trading subsidiaries using Alphatax software.
• Researched and resolved complex tax issues, tax planning, group relief, tax claims for R&D on IT, Employers NIC refunds on overpayments, Employment Taxes, pension auto-enrolment, new salary sacrifice benefits package and new car scheme. Prepared calculations for settlements with HMRC on outstanding tax on errors/mistakes, set up new Personal Services Agreement and Dispensation Agreement with HMRC sign-off, set up new expenses policy against HMRC rules and making recommendations for changes and additions.

2005 – 2008

Big 4

Tax Consultant in Financial Services Corporate Tax - specialising in Investment Management and Real Estate

• Lead consultant on Corporate Tax, Partnership and Investment Company compliance projects, preparing tax computations and returns using tax compliance software Power Tax, and liaising with clients to resolve issues.
• Advising clients on strategic tax planning and tax structuring to reduce current and future tax liabilities.
• Dealing with HMRC and client issues and enquiries by telephone, e-mail and letters.

2004 - 2005

Management Consultancy

IT Consultant

• Project Finance. Prepared and manage financial reports, purchase and sales ledger, invoices and reconciliations.
• Project Office Consultant. Led the team to improve data and document quality to meet client requirements.
• Software Testing Consultant. Captured client test requirements and ran testing using automated tools.
• 1 Year Industrial Placement with university degree. Managed an internal education programme.

EDUCATION:

Association of Chartered Certified Accountants

Fully Qualified. Exams completed with first time passes.

2000 - 2004: University

Upper 2.1 (69%). Information Systems BSc Honours + work placement.

University

B615 The Professional Certificate in Management. High Pass.

University

MBA in Business Management – Level 1 complete.

Banking Agile Scrum Coaching and Training

High Pass – accredited as High Performing Scrum Master.

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

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