Dawn Peterson

Dawn Peterson

Senior Tax Manager

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location of Dawn PetersonCaledonia, Wisconsin, United States

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  • Timeline

  • About me

    Vice President for Finance and Administration

  • Education

    • University of Wisconsin-Milwaukee

      -
      Bachelor of Business Administration Accounting
    • University of Wisconsin-Milwaukee

      -
      Master of Science Taxation
  • Experience

    • Deloitte

      May 2002 - Sept 2004
      Senior Tax Manager

      Coordinated tax compliance and consulting services for clients.

    • GE Healthcare

      Sept 2004 - Apr 2008
      Global Tax Reporting Leader

      Managed global income tax provision and internal reporting of quarterly tax data. Led team in preparation of income tax returns. Assisted with integration and simplification efforts.

    • Robert W. Baird & Co.

      Apr 2008 - Nov 2019
      Tax Director

      Responsible for global corporate tax function including compliance and planning. Manage responses, deadlines and strategy for tax audits, including risk management. Model effective income tax rate. Act as trusted business advisor to CEO, Audit Committee, business unit leaders, and department heads. -- Leveraged tax reform to create permanent tax savings--Negotiated closure of key tax audits--Lobbied for a state tax law change--Built tax function from one to six FTE--Implemented tax software--Drove service provider change--Collaborated with all areas of the firm on policies and processes--Co-chair of women's employee resource group--Mentor for emerging talent--Trained and mentored 2 CFOs Show less

    • Raymond School District #14

      Apr 2012 - Apr 2018
      School Board President

      Driving force behind comprehensive facilities assessment. Successfully passed referendum. Completed building project. Developed and implemented comprehensive teacher compensation model. Drove administrative talent upgrade.

    • Freelance

      Nov 2019 - Jul 2020
      Consultant
    • LPi

      Jul 2020 - Feb 2022
      Finance Manager
    • Alverno College

      Feb 2022 - Jul 2024
      Vice President for Finance and Administration
  • Licenses & Certifications

    • Series 99 Securities License

      FINRA
    • Certified Public Accountant

      AICPA