Gerald Chen

Gerald Chen

International Tax Services - Transfer Pricing Manager

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location of Gerald ChenFort Collins, Colorado, United States

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  • Timeline

  • About me

    Chief Financial Officer & Strategic Business Partner ➜ Global Finance | Tax Law & Accounting | Treasury | FP&A | IT & Data Analytics | Trusted Advisor | Servant Leader

  • Education

    • Duke University School of Law

      2008 - 2011
      J.D. Law

      Activities and Societies: Magna Cum Laude; Editor in Chief, Law and Contemporary Problems

    • Duke University

      1999 - 2003
      B.S. Economics

      Activities and Societies: Magna Cum Laude; Phi Beta Kappa

  • Experience

    • EY

      Jan 2003 - Jan 2008
      International Tax Services - Transfer Pricing Manager
    • Jones Day

      Jan 2011 - Jan 2012
      Associate

      Provided advisory services to public companies on securities and corporate governance, preparing essential forms and registration statements. Conducted due diligence and crafted key documents for capital market activities and M&A transactions, including note offerings and asset exchanges.

    • EY

      Jan 2012 - Jan 2013
      International Tax Services - Transfer Pricing Manager

      Performed economic, valuation, and financial analyses and developed transfer pricing models (including intangible asset valuation and econometric models) to benchmark transactions between related parties.

    • Otter Products

      Jan 2013 - Feb 2024

      Head global financial planning and analysis, accounting, tax, treasury, IT, data analytics, and payroll functions along with teams based in Ireland and Hong Kong for 1000-employee enterprise.Spearheaded the adoption of advanced financial planning tools and integrated data reporting, enhancing overall financial transparency and empowering leaders across functions. Embedding key financial metrics into Otter’s strategic processes enhanced decision-making framework. Oversaw tax operations for company and affiliates, covering areas of transfer pricing, international tax, VAT, GST, sales / use tax, federal income tax, and state/local income tax. Managed two direct reports.

      • Chief Financial Officer

        Jan 2016 - Feb 2024
      • Senior Manager, International Tax and Transfer Pricing

        Jan 2013 - Jan 2016
    • Veralto

      Feb 2024 - now
      Water Quality Segment Finance Leader

      First assignment is serving as the Finance Leader - North America for Hach. Heavily engaged with FP&A responsibilities including partnering with key business leaders, budgeting, forecasting, variance analysis, and financial reviews.

  • Licenses & Certifications

    • Certified Management Accountant

      Certified Management Accountant: CMA®
      Nov 2023
      View certificate certificate
    • Bar Admission: Colorado

      Colorado Supreme Court
      Dec 2014
    • Bar Admission: Georgia

      State Bar of Georgia
      Dec 2011