Experience

• 

  INNIO

  • Waukesha, Wisconsin

  • Sr. Director, Tax, Treasury, and Risk Management (U.S. and Canada)

    • Jan 2019 - Present
    • Waukesha, Wisconsin
• 

  Springs Window Fashions

  • Middleton, Wisconsin

  • Executive Director, Global Tax, Treasury, and Risk Management

    • Dec 2015 - Dec 2018
    • Middleton, Wisconsin

    Direct and lead the corporate tax, treasury and risk management departments Reorganized the corporate tax function by reassigning personnel to areas where their skill set best supported the Company's planning or compliance functions. Cross trained members of the corporate tax functio...

• 

  PO'B Consulting

  • Owner/President

    • Jan 2015 - Dec 2015

    Providing global pro bono financial consulting services including tax, treasury, risk management, customs, and country specific matters.

  • Owner/President

    • Jan 2014 - Dec 2014

    Provide pro bono financial consulting services to tax exempt charities.Provide pro bono financial consulting services to publicly traded and non publicly traded corporations

• 

  Joy Global, Inc.

  • Milwaukee, Wisconsin

  • Director, Global Taxes and Chief Tax Officer

    • May 2009 - Jan 2014
    • Milwaukee, Wisconsin

    Global Tax LeaderKey Areas of Expertise• Tax and Treasury leadership of Mergers and Acquisitions – US based and Foreign based; $50 million to $1.4 billion• Income Tax Accounting (ASC 740 & FIN 48), APB 23, FAS 123R, FAS 142R, SFAS 144R, and SOX 404 compliance • Global Tax Research and Planni...

• 

  Molex Incorporated

  • Vice President, Global Tax Treasury and Risk Management

    • Apr 1998 - Aug 2008

     Created the global corporate treasury, tax and risk management departments Identified and implemented financial strategies that have reduced FX risk. Reduced global tax rate from 39% to as low as 14%  Established a global insurance program that has levered on the Company’s global risk profil...

• 

  General Instruments (NextLevel)

  • Director, Global Taxes

    • Dec 1996 - Mar 1998

     Directed Global Tax Planning, Compliance and Analysis. Worked on Spin –offs to shareholders, managed successful completion of IRS exam, identified and implemented tax planning strategies resulting in over 20 million in permanent tax savings. Managed the closure of the corporate headquarters t...

• 

  General Semiconductor

  • Director, Global Taxes

    • 1996 - 1998

    Senior tax officer responsible for worldwide tax planning and strategy and day-to-day supervision of US and international tax departments. Responsibilities include research and planning, oversight of compliance and coordination, budgeting and supervision of worldwide tax counsel and advisors. Hea...

• 

  General Instrument Corporation

  • Director Global Taxes

    • 1996 - 1998

    Senior tax officer responsible for worldwide tax planning and strategy and day-to-day supervision of US and international tax departments. Responsibilities include research and planning, oversight of compliance and coordination, budgeting and supervision of worldwide tax counsel and advisors. Hea...

• 

  Sears, Roebuck and Co.

  • Senior Manager, Tax

    • Apr 1989 - Dec 1996

     Assisted in the tax planning, M&A and IRS exam functions for a financial services company with over $30 billion in revenues. Identified and implemented various tax planning strategies. Successfully defended Company’s transfer pricing methodology in an IRS exam, resulting in the reversal o...

• 

  USG

  • Manager, Tax Research and Planning

    • Dec 1982 - Mar 1989

     Managed global tax planning and research. Managed the creation of holding company structure and subsequent M&A and spin offs. Worked on numerous mergers, acquisitions and divestitures ranging from $10 million to $300M

• 

  Price Waterhouse Coopers

  • Tax

    • Aug 1976 - Dec 1982