Process design, interaction of tax and wider management and accounting processes, global process ownership, governance, data, calculations and automation.
Experience
Adrian has over 20 years working in tax (primarily transfer pricing) both as an advisor and in-house specialist at FTSE100 companies. More recently he has focused on process implementation for tax.
He is an industry leader in the successful implementation of transfer pricing processes policies, including:
- Data improvements – ERP extraction, data simplification, workflow optimisation, reconciliation optimisation
- Calculation and reporting – model risk reviews, process mapping, process manuals, calculation optimisation, calculation automation
- Controls and evidence – RACI, change management, evidence capture, SOX and SAO
- Integration – with other tax processes, other business analysis, management performance metrics
Professional qualifications/memberships
Chartered Accountant with ICAS
Article
Make more of your employment reporting
The end of the tax year imposes significant reporting obligations on employers. But the data and information they collect on benefits, expenses and incentives also present an opportunity to achieve greater efficiency and more effective reward strategies.
Article
Capital and culture: Fintech funding in a demanding environment
S&W experts were joined by fintech founder turned funder Steve Lemon last week to explore the options for growing businesses. They talked through the pitfalls of a tough funding environment and the need for due diligence to go beyond the data room.