Promoted to Senior Transfer Pricing Analyst, where I design and implement tax-segmentation and shared-services systems for multinational finance operations.

My work turns transfer-pricing policy into repeatable pipelines, reports, and controls used in tax strategy, month-end closing, and entity-level financial analysis.

Selected systems and impact

• Designed and implemented the TaxFlow tax-segmentation pipeline. Its segmented P&L became the key report for assessing whether tax segments met relevant legislative requirements and for monitoring mid-year results that informed tax-strategy decisions. The framework reduced manual reconciliation efforts by 80%.

• Developed shared-services allocation models with policy-aligned weighting logic, reducing reporting cycles from weeks to minutes — a 95% reduction in processing time.

• Built the Cost Plus Solution as a critical month-end closing dependency. The process calculates transfer-pricing charges for service and contract-manufacturing entities; if it fails, the wider organisation cannot complete the period close. It also provides liquidity to entities whose activities are primarily contract manufacturing.

• Replaced an Excel-based global-services process with an end-to-end automated pipeline incorporating Power BI. The new implementation enables granular tracking of costs and allocations that was not previously possible.

• Simplified entity onboarding to a configuration change: extending the relevant query with the new company code and tailoring settings where required. This supported 100% entity-onboarding automation.

• Extended the financial-modelling framework to support complex entity onboarding and economic-activity breakdowns, reducing modelling errors by 99%.

This work forms part of the broader OneOperations platform, which centralises recurring finance and transfer-pricing workflows.

Read the OneOperations case study

As a Transfer Pricing Analyst, I inherited fragmented finance and compliance workflows whose Excel implementations were vulnerable to formula-drag and cell-reference errors. I made substantial changes to the operating processes rather than simply automating the existing steps, building reusable models, templates, processors, and control points.

This work established the technical and operational groundwork that was later consolidated and extended into broader finance-operations systems.

Selected systems and impact

• Built a two-stage shared-services model. The allocation model determines which entities benefit from each service and calculates their beneficiary percentages using internal allocation logic. The cost model then assigns provider-incurred costs to those beneficiaries and determines how the resulting charges should move between entities, including the optimal fund-movement strategy. This reduced the process from two weeks to minutes — a 95%+ reduction in processing time.

• Engineered the end-to-end Cost Plus month-end workflow. It calculated allocations, performed sanity checks, generated invoices with the correct booking details, and prepared outputs for the Record-to-Report (R2R) team to post. The workflow reduced a multi-team process from hours to five minutes, saving approximately £40,000 annually — equivalent to one FTE — and reducing processing time by 99%.

• Created Power BI and VBA-based cost-plus and intercompany-invoice compliance checkers for more than 10,000 monthly invoices. The checker covers 100% of invoices correctly booked into the system and helps the product-business transfer-pricing team assess whether the strategy has been applied correctly. Invoices outside the system remain an input-control limitation.

• Re-engineered the quarterly transfer-price preparation process for product materials after identifying that OTP’s suggested prices required additional control points. I replaced a quarter-specific CSV and Excel process with a reusable template containing the relevant transfer-pricing data and analytics for reviewing price changes against the intended transfer-pricing direction.

• Automated the downstream transfer-price process for more than 10,000 prices using Python and Go processors. The workflow translated CHF prices into target currencies, generated SAP load files according to local configuration, and produced price lists for each selling entity and buying market. This reduced processing time by 90% and brought error rates close to zero.

As a Commercial Finance Analyst at Radius, I built data models and reporting workflows that connected commercial performance, customer behaviour, marketing ROI, and revenue analysis across 11 countries.

The role developed my experience in turning recurring finance questions into reusable analytical models, tested datasets, and reporting processes.

Selected systems and impact

• Designed rolling and fixed customer-cohort models in Redshift SQL using CTEs and regular expressions. The models separated front-book, second-year, and back-book customers, enabling more precise lifecycle analysis and reducing churn-prediction cycles by 80% for retention planning.

• Created a Git-based analytical repository containing Python tests and SQL datasets for tracking marketing ROI from lead through onboarding. The work was implemented by the BI team and improved channel-attribution accuracy by 40%.

• Automated monthly executive reporting for sales and marketing teams across 11 countries using a Python–Redshift–Excel API bridge. The workflow reduced report-production time by 85% while maintaining 100% data veracity for stakeholder forecasting.

• Introduced a “customer start window” metric and built Tableau dashboards to compare large and small customer segments. This reduced analysis time from weeks to hours — a 90% improvement — and gave commercial teams a more consistent basis for revenue analysis.

• Built return-on-ad-spend (ROAS) analytics connecting marketing spend with leads, onboarding, and resulting revenue, giving commercial teams a consistent view of channel efficiency and supporting budget decisions.