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

00358277

PROFILE:

A strategic and commercially minded tax technology leader with a dual UK-US accounting qualification and extensive experience at leading institutions, including the world's largest Asset Manager and a major UK retail bank. Currently the Head of Platform Solutions, driving the identification, development and go-to-market execution of technology solutions across finance and tax functions. Proven success in shaping product strategy, enabling cross-functional teams and launching scalable automation use cases that enhance compliance and unlock commercial growth. Combines technical expertise in global tax regulations, particularly Pillar II, CbCR and transfer pricing, with strong stakeholder management, pre-sales acumen and a sharp focus on user-centric innovation and operational efficiency.

SKILLS:

• Product Strategy & Execution | Automation & Workflow Optimisation | Pre-Sales & Solution Positioning |Go-to-Market Delivery | Cross-Functional Stakeholder Management | Global Compliance & Risk Management | Financial Analysis and Modelling | Data Analysis and Reporting | Team Leadership and Development |Tax & Transfer Pricing Expertise |Tax Technology & Platform Enablement | Pillar Two (GloBE) Implementation

CAREER HISTORY:

August 2024 – Present

Software Company

HEAD OF PLATFORM SOLUTIONS

Responsible for the identification, configuration, and commercial delivery of tax and regulatory automation platform solutions. Leading cross-functional collaboration to ensure strategic alignment of platform initiatives with commercial goals, while enabling scalable implementation and adoption across the business and client base.

Achievements:

• Led the development of a global Pillar Two solution, translating OECD GloBE rules into a scalable platform architecture, including data models, calculation logic and reporting outputs (e.g. GIR, QDMTT and safe harbour frameworks).
• Defined and launched new automation platform solutions in response to market opportunities and customer demand, partnering closely with product, sales, and services teams.
• Developed scalable, reusable solution templates and implementation best practices, accelerating onboarding and reducing delivery time for Services teams.
• Delivered pre-sales demonstrations to prospective and existing clients, effectively mapping platform capabilities to business challenges and showcasing value propositions.
• Partnered with clients to explore and develop new use cases, driving platform adoption and unlocking commercial opportunities.
• Represented the company as a speaker on webinars, client events and conferences, enhancing brand visibility and thought leadership.

DIRECTOR, TRANSFER PRICING POLICY

May 2021 - February 2024

Investment Management Firm, UK

September 2014 - April 2021

Investment Management Firm, USA

Leading strategic initiatives in transfer pricing, overseeing global policies, compliance, and relationship management with tax authorities, while driving analytical approaches to enhance financial decision-making.

Achievements:

• Relocated to the USA for 6.5 years, infusing analytical and accounting expertise, transitioning team focus to data modelling for closer alignment with finance teams.
• Strengthened collaboration with Transfer Pricing Execution team, elevating interactions to daily dialogue, enhancing productivity, and reducing errors, before establishing and leading a team the UK.
• Developed and implemented transfer pricing policies impacting 30+ countries and 100 legal entities, ensuring compliance with OECD and local regulations, consistently validated through audits.
• Managed Global transfer pricing documentation process, meeting filing deadlines through systematic collaboration with external advisers.
• Pioneered Country-by-Country Reporting (CBCR) framework adoption, presenting an approach to industry peers, setting precedents for best practices.
• Formulated transfer pricing policies for diverse acquisitions, including asset managers, real assets, venture capital, and technology firms, aligning with the global methodologies.
• Successfully navigated audits across jurisdictions, defending policies without assessment, including notable audits in Germany, Japan, France, USA, and UK.
• Prioritised Transfer Pricing Execution team initiatives, ensuring alignment with Policy team directives.
• Collaborated with Corporate Tax, VAT and Legal teams on various tax planning, restructuring, inter-company transactions, acquisitions, and legal entity setups.
• Presented insights to senior leadership, boards, regulatory bodies, and tax authorities, facilitating informed decision-making and fostering transparent relationships.
• Conducted detailed data analysis to support leadership and business planning endeavours.
• Ongoing projects to identify opportunities for efficiencies through automation, consolidation and elimination of processes, reducing the level of compliance and review required.

April 2012 - September 2014

Investment Management Firm, UK

VICE PRESIDENT, TRANSFER PRICING EXECUTION

Lead a team ensuring the accuracy and completeness of global GL bookings for transfer pricing, collaborating with the Transfer Pricing Policy team to uphold company policies and procedures.

Achievements:

• Managed a team overseeing global GL bookings, ensuring accuracy and completeness in adherence to transfer pricing policies.
• Transformed month end processing by delivering numerous automation projects, taking days off the month end cycle.
• Conducted monthly meetings with entity controllers and business units worldwide, addressing queries, challenges and business changes related to transfer pricing.
• Established and implemented a SOX-compliant framework for all transfer pricing transactions.

July 2010 - April 2012

Banking

FP&A MANAGER / PROJECT FINANCE TEAM BUSINESS PARTNER

August 2009 - July 2010

CAREER BREAK (TRAVELLED ABROAD)

August 2006 - September 2009

Big 4

AUDIT ASSOCIATE

EDUCATION:

University

Business Studies and Accounting - 2:1, MA (Hons)

QUALIFICATIONS:

2019: Public Accountant (CPA) - Qualified Certified

2009: Chartered Accountant (CA), Institute of Chartered Accountants - Qualified

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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