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Experienced international tax adviser with finance expertise
Anthony Lewis
,
York, United Kingdom
Experience
Other titles
Skills
I'm offering
Results-oriented tax professional with over 23 years of progressive experience in Tax leadership roles. Proven track record of optimising business performance, driving growth, and improving efficiency through creative problem-solving in highly dynamic business environments. Served as Global Tax Director for U.S. multinationals, including Apple, Xerox and Indeed, as well as in a start-up at Affiliated Computer Services. Combination of tax and FP&A experience lends well to analytics, bigger picture thinking, M&A, and business growth. Served as trusted company director in multiple European jurisdictions. Regular presentation of tax planning, and financial analytics to C-Suite at Apple. Respected strategic leader/mentor of cross-functional global teams. Foreign languages (French, German, Japanese, Spanish, others).
Markets
United Kingdom
Industries
Language
German
Good
English
Fluently
Spanish
Good
French
Good
Italian
Good
Dutch
Good
Chinese (Mandarin)
Good
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2020 - ?
project
Hotel co-owner (silent partner)
The Bishop & The Bison.
Purchase and conversion of a period 4-storey Victorian property into a small 8-bedroom boutique hotel in the theme of Americana à la Victoriana. The hotel is decorated in a modern Victorian style and features the Bishopthorpe Dining Room with art by Hunt Slonem. Website: www.bishopofyork.com.
Management, Business development
2018 - 2019
job
Senior Director Integration
Indeed, Inc.
to manage the integration of Glassdoor, a $1.2B acquisition transacted in June 2018. This is the largest acquisition to date by the online recruitment solutions provider. Indeed had no existing processes by which to manage an integration of this size. Focus on tax restructuring, talent retention, business model optimisation, profit analysis. Regular travel across U.S. to meet Indeed teams, Indeed executive leadership in New York and San Francisco, as well as to meet with Glassdoor leadership. Report into Tokyo.
• Led all Glassdoor integration processes - technology, sales & marketing, talent, tax & treasury
• Programs for cross-functional partnership to align strategies and find synergies for cost savings
• Partnered with C-Suites to find approach that allows sales competition
• Managed Glassdoor acquisition purchase accounting under GAAP (ASC 805) and IFRS (Japanese parent); intangibles analysis, goodwill allocation; realised $124 million net amortisation 'savings'
• Developed financial and KPI dashboard for Indeed CEO to understand pace of Indeed Group expansion and minimum desired ROI for multi-billion acquisition budget
• Re-designed Indeed's global acquisition strategy in readiness for job market slowdown and need to target enterprise clients; M&A team spread thinly across tens of growth ideas to a more focused strategy that would yield ROI in next 2 years; gained immediate CEO buy-in
• Led all Glassdoor integration processes - technology, sales & marketing, talent, tax & treasury
• Programs for cross-functional partnership to align strategies and find synergies for cost savings
• Partnered with C-Suites to find approach that allows sales competition
• Managed Glassdoor acquisition purchase accounting under GAAP (ASC 805) and IFRS (Japanese parent); intangibles analysis, goodwill allocation; realised $124 million net amortisation 'savings'
• Developed financial and KPI dashboard for Indeed CEO to understand pace of Indeed Group expansion and minimum desired ROI for multi-billion acquisition budget
• Re-designed Indeed's global acquisition strategy in readiness for job market slowdown and need to target enterprise clients; M&A team spread thinly across tens of growth ideas to a more focused strategy that would yield ROI in next 2 years; gained immediate CEO buy-in
Growth, Processes, Treasury, Enterprise, Online, KPI, Retention, Technology, Recruitment, Integration, M&A, Optimization, Leadership, ROI, Budget, Taxes, Finance
2011 - 2018
job
Tax Director, Controller
Apple.
Cupertino CA; Aug 2015 - Jun 2018 www.apple.com
Financial Controller People Organisation Accountable for all FP&A responsibilities for $4.5 billion P&L, including strategic planning, budgeting and forecasting, strategic partnering and close management of stakeholder relationships, performance and internal controls for Apple Human Resources, Recruiting, Apple Learning, Apple University, Inclusion & Diversity, and Employee Benefits across 46 countries with 2,500 badged employees. Regular face time with Apple CFO. Regular travel to meet People teams, be visible and accountable; trusted business partner. Report into VP Finance Corporate FP&A.
• Presented to C-level executives including Tim Cook and Luca Maestri
• Led budgeting, forecasting, SOX controls, business process improvement, quarter close, and 10Q and 10K reporting processes
• Daily financial modelling and data interpretation ("story telling") for VP level leadership
• Financial management of multi-million dollar global HR initiatives (examples below) --
i. New scalable Global HR Operations Org. to net reduce budget (yearly ongoing savings $2.4M);
ii. Developed metrics for HR function headcount ask in and out of budget cycle;
iii. Developed global Learning and Development function; one-time savings over 2 years $15M;
iv. Developed HRIS capabilities through in-house built ATS;
v. Improved operational model for global HR Help Line and Records functions
• Led CEO vetted and approved employee benefit efficiencies, all the while mindful of talent attraction and talent retention impacts --
i. Developed self-insured medical advocacy model in U.S. (focus on Bay Area);
ii. Developed and presented CEO proposal to equalise global core employee benefits through non-U.S. captive insurance model (Ireland);
iii. Review of U.S. medical providers; negotiate freezing United Healthcare budget for 2 years with $25M savings;
iv. Developed metrics database to assess benefit utilisation vs. cost of benefits (ROI);
v. 1-year project to clean up non-U.S. benefits and payroll tax accounting/forecasting (scaling)
• Led design of scalable, cost-effective flex expat and overseas assignment model (global mobility); onetime savings over 2 years $18M
• Led annual capex program for HRIS initiatives; received approval for 3-year $200M budget to develop in-house ATS, benefit utilisation tools, tools to scale compliance
• Initiated and led collation of headcount metrics dashboard and actuals reporting (CFO audience), forecasting and budgeting purposes
• Initiated and led quarterly reporting of People Org. staffing metrics for 46 countries
• Participation in People Leadership Team meetings; served as trusted Finance partner, providing daily business partnership advocacy; highly dynamic environment
• Introduction of Tableau to visualise key data and metrics for People Org. leadership
• Initiated and led dynamic monthly metrics for 600 head strong global Recruiting Org. in parallel with Apple product pipeline global Apple staffing requirements; CFO reporting
• Direct, lead and focus activities of finance team, as well as daily partnership with global finance shared services teams, indirect procurement, operations and recruiting teams
• Regular review and provide feedback on shared service centre accounting and output
• Quarter close, year-end, internal audit, external audit, transfer pricing, AP/AR responsibilities
EMEIA Tax Director
• Irish tax structure liaison with authorities; management of PE exposure of master distributor entity.
• Direct and indirect tax impact for new markets, routes to market, store market expansion (e.g. Turkey)
• Tax review of EMEA sales channel programs; PE, VAT leakage, expats, routine traveller
• Led EMEA transfer pricing function, including all VAT aspects, TP documentation, tax authorities
• Managed change of transfer pricing methodology for European Apple Retail business -- successfully defended during tax audit in Germany, France, Spain and U.K. amid undisclosed BEPS environment
• Managed tax audit activities for EMEA Apple Retail business and top 5 countries
• Managed VAT advisory for Apple Retail business (local buy/sell); land transactions; supply chain
• All tax aspects of EMEA acquisition activities, including VAT aspects (Israel, U.K., Germany, etc.)
• Tax liaison for EMEA FP&A, PR, Procurement, Channel Contract Management Office
• Led 10Q and 10K tax reporting for EMEIA region, tax accounting, effective tax rate
• Extensive travel to attend tax audits, meet with business teams, lead on market expansion projects
Financial Controller People Organisation Accountable for all FP&A responsibilities for $4.5 billion P&L, including strategic planning, budgeting and forecasting, strategic partnering and close management of stakeholder relationships, performance and internal controls for Apple Human Resources, Recruiting, Apple Learning, Apple University, Inclusion & Diversity, and Employee Benefits across 46 countries with 2,500 badged employees. Regular face time with Apple CFO. Regular travel to meet People teams, be visible and accountable; trusted business partner. Report into VP Finance Corporate FP&A.
• Presented to C-level executives including Tim Cook and Luca Maestri
• Led budgeting, forecasting, SOX controls, business process improvement, quarter close, and 10Q and 10K reporting processes
• Daily financial modelling and data interpretation ("story telling") for VP level leadership
• Financial management of multi-million dollar global HR initiatives (examples below) --
i. New scalable Global HR Operations Org. to net reduce budget (yearly ongoing savings $2.4M);
ii. Developed metrics for HR function headcount ask in and out of budget cycle;
iii. Developed global Learning and Development function; one-time savings over 2 years $15M;
iv. Developed HRIS capabilities through in-house built ATS;
v. Improved operational model for global HR Help Line and Records functions
• Led CEO vetted and approved employee benefit efficiencies, all the while mindful of talent attraction and talent retention impacts --
i. Developed self-insured medical advocacy model in U.S. (focus on Bay Area);
ii. Developed and presented CEO proposal to equalise global core employee benefits through non-U.S. captive insurance model (Ireland);
iii. Review of U.S. medical providers; negotiate freezing United Healthcare budget for 2 years with $25M savings;
iv. Developed metrics database to assess benefit utilisation vs. cost of benefits (ROI);
v. 1-year project to clean up non-U.S. benefits and payroll tax accounting/forecasting (scaling)
• Led design of scalable, cost-effective flex expat and overseas assignment model (global mobility); onetime savings over 2 years $18M
• Led annual capex program for HRIS initiatives; received approval for 3-year $200M budget to develop in-house ATS, benefit utilisation tools, tools to scale compliance
• Initiated and led collation of headcount metrics dashboard and actuals reporting (CFO audience), forecasting and budgeting purposes
• Initiated and led quarterly reporting of People Org. staffing metrics for 46 countries
• Participation in People Leadership Team meetings; served as trusted Finance partner, providing daily business partnership advocacy; highly dynamic environment
• Introduction of Tableau to visualise key data and metrics for People Org. leadership
• Initiated and led dynamic monthly metrics for 600 head strong global Recruiting Org. in parallel with Apple product pipeline global Apple staffing requirements; CFO reporting
• Direct, lead and focus activities of finance team, as well as daily partnership with global finance shared services teams, indirect procurement, operations and recruiting teams
• Regular review and provide feedback on shared service centre accounting and output
• Quarter close, year-end, internal audit, external audit, transfer pricing, AP/AR responsibilities
EMEIA Tax Director
• Irish tax structure liaison with authorities; management of PE exposure of master distributor entity.
• Direct and indirect tax impact for new markets, routes to market, store market expansion (e.g. Turkey)
• Tax review of EMEA sales channel programs; PE, VAT leakage, expats, routine traveller
• Led EMEA transfer pricing function, including all VAT aspects, TP documentation, tax authorities
• Managed change of transfer pricing methodology for European Apple Retail business -- successfully defended during tax audit in Germany, France, Spain and U.K. amid undisclosed BEPS environment
• Managed tax audit activities for EMEA Apple Retail business and top 5 countries
• Managed VAT advisory for Apple Retail business (local buy/sell); land transactions; supply chain
• All tax aspects of EMEA acquisition activities, including VAT aspects (Israel, U.K., Germany, etc.)
• Tax liaison for EMEA FP&A, PR, Procurement, Channel Contract Management Office
• Led 10Q and 10K tax reporting for EMEIA region, tax accounting, effective tax rate
• Extensive travel to attend tax audits, meet with business teams, lead on market expansion projects
Service, Processes, Planning, Organization, Development, Business Partner, Strategic Partnering, Compliance, Finance, Management, Tableau, Leadership, Database, Human Resources, Procurement, Strategic Planning, ROI, Audit, Forecasting, Budget, Operations, Transfer Pricing, International tax, Talent Retention, Tax audit, Restructuring, Business strategy, Business Optimization
2004 - 2011
job
Global Tax & Treasury Director, Xerox I
Affiliated Computer Services.
• Additional responsibilities as non-U.S. Controller leading London and Bangalore based Corporate FP&A teams
• Direct responsibility for non-U.S. group tax planning, reporting, compliance and audits
• Company director for all European entities
• Multi-million dollar outsourcing deals - direct/indirect tax input, liaison with Dallas FP&A team, modelling, liaison with client on indirect tax flows, invoicing, and structuring proposals
• Transfer pricing: TP reports (TNMM, cost-plus, residual profit), intercompany agreements, loan agreements, arm's length interest rates, tax audits, external auditor
• Highly acquisitive environment -- led tax and FP&A aspects of all acquisition activity outside the U.S.
-- Average 3 multi-million $ deals per quarter; tax and finance lead for contact centre group in Brazil, Argentina and Chile; acquisitions in U.K., Japan, Scandinavia, East Europe
• Managed Big 4 for compliance and advisory teams for Europe and AsiaPac regions direct/indirect tax compliance, tax audits, structuring clean-up post acquisition by Xerox
• ASC 740: U.S. quarterly tax reporting processes, effective tax rate, indirect and withholding taxes
• Direct and indirect tax audits; directed Big 4 advisers; meetings in EMEIA and AsiaPac regions
• All aspects of indirect tax management including customer contract construct, partnering with Sales VPs in EMEA and AsiaPac, review of monthly VAT compliance for all European entities
• Led EMEA treasury affairs; implemented zero balance cash pooling (EUR and GBP); foreign exchange analysis, hedging recommendations for U.S. Treasury team
• Developed and managed internal controls for non-U.S. tax, treasury and FP&A
• Corporate accounting for the non-U.S. group, leading an international team of 5 to pull together consolidated financials, manage policies and procedures, ASC 740, external audits for EMEIA entities
• Direct responsibility for non-U.S. group tax planning, reporting, compliance and audits
• Company director for all European entities
• Multi-million dollar outsourcing deals - direct/indirect tax input, liaison with Dallas FP&A team, modelling, liaison with client on indirect tax flows, invoicing, and structuring proposals
• Transfer pricing: TP reports (TNMM, cost-plus, residual profit), intercompany agreements, loan agreements, arm's length interest rates, tax audits, external auditor
• Highly acquisitive environment -- led tax and FP&A aspects of all acquisition activity outside the U.S.
-- Average 3 multi-million $ deals per quarter; tax and finance lead for contact centre group in Brazil, Argentina and Chile; acquisitions in U.K., Japan, Scandinavia, East Europe
• Managed Big 4 for compliance and advisory teams for Europe and AsiaPac regions direct/indirect tax compliance, tax audits, structuring clean-up post acquisition by Xerox
• ASC 740: U.S. quarterly tax reporting processes, effective tax rate, indirect and withholding taxes
• Direct and indirect tax audits; directed Big 4 advisers; meetings in EMEIA and AsiaPac regions
• All aspects of indirect tax management including customer contract construct, partnering with Sales VPs in EMEA and AsiaPac, review of monthly VAT compliance for all European entities
• Led EMEA treasury affairs; implemented zero balance cash pooling (EUR and GBP); foreign exchange analysis, hedging recommendations for U.S. Treasury team
• Developed and managed internal controls for non-U.S. tax, treasury and FP&A
• Corporate accounting for the non-U.S. group, leading an international team of 5 to pull together consolidated financials, manage policies and procedures, ASC 740, external audits for EMEIA entities
Exchange, Management, Finance, Sales, Compliance, Outsourcing, International, Treasury, Processes, LED, UP
2000 - 2004
job
International Tax Manager U.S
IMS Health.
headquartered company delivering data analytics to pharmaceutical multinational groups.
Global tax compliance (direct and indirect taxes)
• Transfer pricing; intercompany flows; TP reports; TP audits
• Current and deferred tax provision; FIN 48; SOX controls for taxes
• Tax audits (VAT, corporation tax) across EMEA Region
Global tax compliance (direct and indirect taxes)
• Transfer pricing; intercompany flows; TP reports; TP audits
• Current and deferred tax provision; FIN 48; SOX controls for taxes
• Tax audits (VAT, corporation tax) across EMEA Region
Analytics, Compliance, Pharmaceutical, International, Manager
1997 - 2000
internship
Tax and accounting trainee
KPMG.
Attended KPMG Business School, London; work experience with London based clients
My education
2002
-
2004
University of Wales
Masters, Classics
Masters, Classics
1997
-
1998
KPMG Tax Business School
N/a, N/a
N/a, N/a
Chartered Institute of Taxation
1992
-
1996
University of Leeds
Bachelors, Japanese & Chinese Studies
Bachelors, Japanese & Chinese Studies
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