Experience

Fortegra

• United States
• Insurance
• 200 - 300 Employee

• Vice President of Tax

  • 2012 - Present

  Full responsibility for SSAP 101, ASC-740, tax planning, M&A, divestitures, SEC, audit defense, insurance industry, and federal / multistate compliance. Responsible for tax accounting and compliance in the areas of corporate income taxes, premium taxes, sales/use taxes, and property taxes. Implemented multiple tax planning strategies saving company in excess of $15M. Full responsibility for SSAP 101, ASC-740, tax planning, M&A, divestitures, SEC, audit defense, insurance industry, and federal / multistate compliance. Responsible for tax accounting and compliance in the areas of corporate income taxes, premium taxes, sales/use taxes, and property taxes. Implemented multiple tax planning strategies saving company in excess of $15M.



Fidelity National Financial

• Financial Services
• 700 & Above Employee

• Vice President & Tax Director

  • 2009 - 2012

  SSAP 101/10R, ASC-740/FAS109, FIN 48, tax planning, mergers / acquisitions, public company, divestitures, insurance, and federal / multistate compliance. Responsible for tax accounting and compliance in the areas of corporate income taxes, premium taxes, sales/use taxes, and property taxes. Tax planning saved company over $11M. Managed 12 person department. SSAP 101/10R, ASC-740/FAS109, FIN 48, tax planning, mergers / acquisitions, public company, divestitures, insurance, and federal / multistate compliance. Responsible for tax accounting and compliance in the areas of corporate income taxes, premium taxes, sales/use taxes, and property taxes. Tax planning saved company over $11M. Managed 12 person department.



Bright Horizons

• United States
• Education
• 700 & Above Employee

• VP Finance

  • 2007 - 2009

  Former publicly-traded early childhood education services provider with 700 locations and $800 million annual revenue (formerly NASDAQ: BFAM). Acquired by Bain Capital in May 2008. Vice President - Finance Management team member of the Internal Disclosure Committee and the Audit Committee of the Board of Directors. Responsible for reporting consolidated financial performance, all tax matters, accounts payable/receivable, payroll, private equity management reports, analyze European… Show more Former publicly-traded early childhood education services provider with 700 locations and $800 million annual revenue (formerly NASDAQ: BFAM). Acquired by Bain Capital in May 2008. Vice President - Finance Management team member of the Internal Disclosure Committee and the Audit Committee of the Board of Directors. Responsible for reporting consolidated financial performance, all tax matters, accounts payable/receivable, payroll, private equity management reports, analyze European financial information, and act as the internal audit department liaison. Show less Former publicly-traded early childhood education services provider with 700 locations and $800 million annual revenue (formerly NASDAQ: BFAM). Acquired by Bain Capital in May 2008. Vice President - Finance Management team member of the Internal Disclosure Committee and the Audit Committee of the Board of Directors. Responsible for reporting consolidated financial performance, all tax matters, accounts payable/receivable, payroll, private equity management reports, analyze European… Show more Former publicly-traded early childhood education services provider with 700 locations and $800 million annual revenue (formerly NASDAQ: BFAM). Acquired by Bain Capital in May 2008. Vice President - Finance Management team member of the Internal Disclosure Committee and the Audit Committee of the Board of Directors. Responsible for reporting consolidated financial performance, all tax matters, accounts payable/receivable, payroll, private equity management reports, analyze European financial information, and act as the internal audit department liaison. Show less



First Student, Inc.

• VP, CFO & Tax Director

  • 2000 - 2006

  2 Internal Promotions (to CFO and VP Operations) VP Operations - Managed the top and bottom lines, developed new business, retained existing clients, improved customer service levels, prepared proposals, negotiated contracts, accountable for human resource matters, and delivered the maximum ROI for $100 million in deployed assets. CFO ($500M multi-site company) - Managed the corporation’s finances, including budgeting, forecasting, weekly performance reporting, monthly close… Show more 2 Internal Promotions (to CFO and VP Operations) VP Operations - Managed the top and bottom lines, developed new business, retained existing clients, improved customer service levels, prepared proposals, negotiated contracts, accountable for human resource matters, and delivered the maximum ROI for $100 million in deployed assets. CFO ($500M multi-site company) - Managed the corporation’s finances, including budgeting, forecasting, weekly performance reporting, monthly close, board reporting, internal controls, external audits and staff development. Implemented enterprise Cognos budgeting and forecasting. Tax Director - Launched and managed the Tax Department for acquired $1B North American group, collaborating with senior management to formulate strategic direction and implement key decisions. Designed and implemented effective tax compliance systems, and directed financial audits and examinations. Researched and planned for acquisitions and tax law changes. Reviewed and submitted consolidated and unitary tax returns. Responsible for income, franchise, fuel excise, sales, and property taxes. Advised on payroll tax matters. Show less 2 Internal Promotions (to CFO and VP Operations) VP Operations - Managed the top and bottom lines, developed new business, retained existing clients, improved customer service levels, prepared proposals, negotiated contracts, accountable for human resource matters, and delivered the maximum ROI for $100 million in deployed assets. CFO ($500M multi-site company) - Managed the corporation’s finances, including budgeting, forecasting, weekly performance reporting, monthly close… Show more 2 Internal Promotions (to CFO and VP Operations) VP Operations - Managed the top and bottom lines, developed new business, retained existing clients, improved customer service levels, prepared proposals, negotiated contracts, accountable for human resource matters, and delivered the maximum ROI for $100 million in deployed assets. CFO ($500M multi-site company) - Managed the corporation’s finances, including budgeting, forecasting, weekly performance reporting, monthly close, board reporting, internal controls, external audits and staff development. Implemented enterprise Cognos budgeting and forecasting. Tax Director - Launched and managed the Tax Department for acquired $1B North American group, collaborating with senior management to formulate strategic direction and implement key decisions. Designed and implemented effective tax compliance systems, and directed financial audits and examinations. Researched and planned for acquisitions and tax law changes. Reviewed and submitted consolidated and unitary tax returns. Responsible for income, franchise, fuel excise, sales, and property taxes. Advised on payroll tax matters. Show less



Van Leer Holding Inc.

• Tax Manager

  • 1998 - 2000



282 Combat Communications Squadron

• Captain

  • 1984 - 1999

  Tactical communications, operations, logistics, transportation, and disaster response. Served during Operation Desert Shield / Desert Storm. Tactical communications, operations, logistics, transportation, and disaster response. Served during Operation Desert Shield / Desert Storm.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Consultant

  • 1992 - 1995

  Performed tax advisory services and compliance. A member of assurance engagement teams. Acted as the product champion for company compliance software. Performed tax advisory services and compliance. A member of assurance engagement teams. Acted as the product champion for company compliance software.