The Financial Advisor – Duties & Taxes is responsible for overseeing all aspects of duties and taxes
process & projects, ensuring compliant and efficient operations. The role combines strong project
management with stakeholder engagement, rigorous accounting analysis, and hands-on support for
...
process transitions (e.g., migrations, system implementations, shared services transitions).Please note this is not a taxation-related role but is a function managing the D&T process within record-
to-report (RTR)Key Responsibilities:
1) Project Management (Duties & Taxes Initiatives)
• Lead and manage end-to-end duty &tax-related projects within Finance (e.g., compliance
automations, process centralization, ERP enhancements).
• Develop project plans, charters, timelines, RAID logs (Risks, Assumptions, Issues,
Dependencies), and status reports.
• Drive cross-functional execution with Finance, Clearance, STC, Operations, IT, and external
advisors.
• Track milestones, budgets, deliverables, and post-implementation benefits; enforce governance
and change control.
2) Stakeholder Management
• Act as the central point of contact for internal stakeholders and external authorities/consultants.
• Facilitate workshops, approvals, and decision-making; manage expectations and resolve
conflicts.
• Prepare clear communication packs—business cases, impact assessments, and executive
updates—tailored to audience.
3) Accounting Numbers & Analysis
• Review and validate Duty/Tax GL postings, journal entries, and reconciliations for functional
accounts.
• Perform variance analysis, trend analysis, and root-cause analysis on balances and cash flows.
• Support month-end close activities, provisions, true-ups, and reconciliations.
4) Process Transition & Stabilization
• Lead transition planning for duties & taxes processes (e.g., moving tasks to GBS/Shared
Services, outsourcing, or new ERP rollouts).
• Document SOPs, process maps, and controls; define RACI and SLAs for future-state ownership.• Conduct knowledge transfer (KT), training, and hypercare; implement metrics to monitor post-go-
live stability.
experience
10show more
The Financial Advisor – Duties & Taxes is responsible for overseeing all aspects of duties and taxes
process & projects, ensuring compliant and efficient operations. The role combines strong project
management with stakeholder engagement, rigorous accounting analysis, and hands-on support for
process transitions (e.g., migrations, system implementations, shared services transitions).Please note this is not a taxation-related role but is a function managing the D&T process within record-
to-report (RTR)Key Responsibilities:
1) Project Management (Duties & Taxes Initiatives)
• Lead and manage end-to-end duty &tax-related projects within Finance (e.g., compliance
automations, process centralization, ERP enhancements).
• Develop project plans, charters, timelines, RAID logs (Risks, Assumptions, Issues,
Dependencies), and status reports.
• Drive cross-functional execution with Finance, Clearance, STC, Operations, IT, and external
advisors.
• Track milestones, budgets, deliverables, and post-implementation benefits; enforce governance
and change control.
2) Stakeholder Management
• Act as the central point of contact for internal stakeholders and external authorities/consultants.
...
• Facilitate workshops, approvals, and decision-making; manage expectations and resolve
conflicts.
• Prepare clear communication packs—business cases, impact assessments, and executive
updates—tailored to audience.
3) Accounting Numbers & Analysis
• Review and validate Duty/Tax GL postings, journal entries, and reconciliations for functional
accounts.
• Perform variance analysis, trend analysis, and root-cause analysis on balances and cash flows.
• Support month-end close activities, provisions, true-ups, and reconciliations.
4) Process Transition & Stabilization
• Lead transition planning for duties & taxes processes (e.g., moving tasks to GBS/Shared
Services, outsourcing, or new ERP rollouts).
• Document SOPs, process maps, and controls; define RACI and SLAs for future-state ownership.• Conduct knowledge transfer (KT), training, and hypercare; implement metrics to monitor post-go-
live stability.
experience
10show more