R D Transfer Pricing

Capable Finance, Accounting & Tax professional with an energy services, manufacturing, distribution, construction, and public accounting background. Significant experience leading teams to solve problems, Jim is an excellent choice for a Financial & Tax Executive / Director / Controller & Manager. Utilizing a systems and organization approach to management focusing on key resources and the core businesses.

PROFESSIONAL EXPERIENCES

CABT Partners, LLC - Houston, Texas 2015 –present

Consulting & Contract Labor

Consultant & Contract Labor, Interim CFO, Controller, Director, Manager

Responsible for overall management of Tax, Accounting and Finance project compliance.

oFederal, State, International and local issues for a variety of Publicly traded and closely held businesses

oPurchase price allocations, Transfer Pricing, R&D studies

oTax research, Strategy & Structural implementation,

oFAS 109 / ASC 740 compliance.

oConsulting on design and performance of accounting & tax software and processes for compliance and reporting purposes for International & Domestic reporting.

oInternational reporting requirements, IFRS, XBRL and Domestic / Foreign GAAP.

oCapital Expenditures, Corporate strategies and external financing, banking relationships, business processes and reengineering.

oDomestic and International payroll, compensation, Benefit management and review

oCorporate Software programs utilized are Tax Stream, SAP, SAP B1, Oracle, Sage, Peachtree, QuickBooks, Navision, MS Office,Stratix

oRecent contract Clients –, Exploreco, Inc., JSW Steel, Inc., Lexicon Inc., Geospace Technologies, BTH Capital, AIG, LLC, Aviva Metals, Inc. SKM Partnership

INOVA Geophysical Equipment, Inc. – Houston, Texas 2011 – 2015

Controller / Analyst Domestic & International Finance & Tax

Responsible for overall direction of Tax & Finance compliance, reporting and planning internationally and domestically.

oFederal, State, International and local finance and tax issues for a $300M revenue multinational company.

oPurchase price allocations, Transfer Pricing, R&D studies

oTax research, Strategy & Structural implementation

oFAS 109 / ASC 740, FIN 48compliance.

oSignificant dollar savings realized in Federal, State, International and Property tax structuring and /or related transactions.

oManaged Retirement plan audits and associated tax filings

oInventory and Cost accounting functions relating to Manufacturing cost controls

oAnnual Budget /Analysis & Forecasting for Company Financial information

oSignificant savings realized by employing best practices in the areas of insurance procurement and loss reduction / risk mitigation strategies.

oPayroll, Compensation, Benefit management and review, International & Domestic

Involved in Financial Projects as directed by the CEO & CFO on an ongoing basis. Emphasis on joint ventures, alliances and contracts. Financial reporting within GAAP, SEC, and IFRS environments.

United States Steel Tubular Products, Inc. - Dallas, Texas 1999 - 2012

Sr. Analyst / Director Finance & Tax

Responsible for overall management of Tax & Finance compliance, reporting and planning both internationally and domestically.

oFederal, State, International and local taxation issues for a $ 2B revenue publicly traded company.

oPurchase price allocations, Transfer Pricing, R&D studies

oTax research, Strategy & Structural implementation

oFAS 109 / ASC 740, FIN 48 compliance.

oMultimillion dollar savings realized in Federal, State, International and Property tax structuring and / or related transactions.

oManaged Pension and Retirement plan audits and associated tax filings

oInventory and Cost accounting functions relating to Manufacturing cost controls

oAnnual Budget /Analysis & Forecasting for Company Financial information

oPayroll, Compensation, Benefits for International & Domestic Operating companies – Union and non – union environments.

Responsible for business valuation projects relating to significant Merger & Acquisition activity.

oSignificant experience with purchase price allocations surrounding asset and stock deals.

oDue diligence for acquisition targets

oInitial & annual Goodwill testing within FAS 141 & 142 including Intangibles.

oAdditional business valuations relating to asset based lending as well as Property Tax hearings & settlement matters.

Co - Managed the Enterprise Risk Processes entailing several operating companies both domestic and international.

oSignificant savings realized by employing best practices in the areas of insurance procurement and loss reduction / risk mitigation strategies.

Involved in Financial Projects as directed by the CEO & CFO on an ongoing basis. Emphasis on joint ventures, alliances and mergers and acquisitions. Financial reporting within GAAP, SEC, and IFRS environments.

EDUCATION

University of Texas at Dallas, BS Accounting/ Business Management

Certified Public Accountant – Candidate, State of Texas

AICPA, CVA - Associate Member (Business Valuation discipline)

PROFESSIONAL AFFILIATIONS

ASA – Associate member

TEI – Corporate member

PESA – Corporate member

ACG – Corporate Member

FEI – Corporate Member

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