Jul 2019 – Nov 2024 · 5 yrs 4 mos · Palo Alto, CA

Aug 2017 – Jun 2019 · 1 yr 10 mos · San Francisco Bay Area

May 2016 – Aug 2017 · 1 yr 3 mos · Redwood City

• Manage worldwide taxes for GoFundMe Inc.

Dec 2007 – May 2016 · 8 yrs 5 mos · Palo Alto

• Direct the calculation of the worldwide tax provision and manage all intercompany cross-charges and buy-ins, including HQ allocation and R&D cost share calculation
• Supervise the tax accounting for significant acquisitions at VMware as well as dispositions of VMware’s Applications businesses
• Manage U.S. 5471/8858 compliance and international tax compliance and oversee the IRS audit and prepare/review IDR's.
• Manage 1042 compliance
• Lead three direct reports and a team comprising four people in the US and two internationally
• Highlights:
• Initially implemented an MS Excel based tax provision system for VMware in FY 08 (a year after the company went public) and recently implemented OneSource Tax Provision software to manage deferred taxes
• Currently working towards a fully integrated tax provision linking Hyperion Financial Management database with MS Excel based taxable income
• Developed and organized SOX procedures for VMware, which began post IPO FY 08
• Executed a process to manage the U.S. international tax compliance and ensured that all non-U.S. corporate income tax returns were timely and accurately filed
• Initiated a 1441 process with procure-to-pay team to ensure that properly completed W8 forms are obtained prior to making a U.S. to non-U.S. payment to vendors
• Collaborated with team to implement the Global Deals policy

Feb 2007 – Dec 2007 · 10 mos · San Francisco Bay Area

• Oversaw all aspects of the tax department with three direct reports
• Utilized Corptax software to review and prepare quarterly tax provision
• Highlights:
• Prepared 10 years of tax provision calculations while the company was under a restatement and managed all 409A implications
• Developed a plan to register the organization to collect sales/use taxes in states where it had Nexus

May 2006 – Feb 2007 · 9 mos · San Francisco Bay Area

• Led and directed three people in the oversight of the tax department
• Managed all U.S. and international tax compliance and provided data to outside tax provided for annual 6662 documentation
• Managed worldwide tax provision calculations
• Managed expatriate tax reporting
• Managed all sales and use tax reporting and compliance
• Highlights:
• Enhanced the process of reviewing quarterly tax provisions and revised calculations
• Established the quarterly sales tax accrual process
• Developed a plan to implement the Global Deals policy

Apr 2004 – May 2006 · 2 yrs 1 mo · San Francisco Bay Area

• Managed worldwide transfer pricing analysis
• Prepared the quarterly calculations for Buy-In’s, Cost Sharing, and the related stock-based comparison calculation
• Supervised the IRC section 965 dividend planning process and coordinated payment
• Oversaw the international aspects of Mergers & Acquisitions and worked with outside legal counsel to dissolve redundant legal entities
• Managed U.S. international tax compliance that included E&P, Dividend planning, FTC’s, and 5471’s
• Supported APAC and EMEA finance organizations with local tax issues, statutory audits, tax audits, and VAT taxes
• Highlights:
• Implemented a process to allocate global costs to trading companies
• Created new intercompany agreements and updated the current agreements in collaboration with outside legal counsel
• Managed the integration of the Juniper and NetScreen international subsidiaries reorganization and worked with outside tax consultants to create documentation for U.S. federal income tax return
• Coordinated with Revenue Accounting to create a new deferred revenue report resulting from a change in the tax position
• Director of Tax (2003-2004) - NetScreen Technologies Inc.
• Head of tax and managed all aspects of tax department
• Organized and setup the international tax structure in 2004
• Determined the method of measurement for stock based comp under new transfer pricing regulations
• Initiated a change in the company’s stock option offering from ISO’s to NQ’s
• Additional Experience: Senior International Tax Director, ORACLE CORPORATION, Plant Controller/Director, Senior Tax Manager, RAYCHEM CORPORATION, Tax Manager, TANDEM COMPUTERS INC., Supervisor, ERNST & WHINNEY, Controller/General Accounting Manager, THERMEX/SOLIDYNE INC.

Jan 1999 – Jan 2003 · 4 yrs