Breakout - “Tax Guided Enterprise Insights”

Session Details

10:30 AM
Plaza Ballroom AB
More Information

From Basic Company Data to Complex Tax and Operations Analytics, Visualizations, and Optimization


Robert T. Brady, C.P.A., Chief Financial Officer, The Fuente Companies

Bob is currently the Chief Financial Officer for The Fuente Companies located in Tampa FL. Prior to joining The Fuente Companies in April 2014, I was an audit senior manager at Deloitte & Touche LLP. I spent over 12 years in public accounting during which time I provided auditing services to a mix of public and private companies in various industries including aerospace & defense, technology, financial institutions, real estate, health care, and consumer business. I gained significant experience serving integrated audit engagements of public company registrants and private statutory reporting subsidiary audit engagements. I have performed Sarbanes-Oxley readiness projects and Sarbanes-Oxley attestation work for clients. I have planned, reviewed, and supervised various audit engagements and have in-depth SEC reporting knowledge and experience. During my time at Deloitte, I also spent 2+ years (9/09 - 11/11) in Deloitte’s National Office within the External Inspections group where I gained deep subject matter expertise in PCAOB matters, the application of PCAOB standards, and auditing in a regulatory environment. Additionally, this position in National Office provided me a unique perspective of the firm’s system of quality control, including how the firm is inspected, how the firm responds to inspection results, and how the firm implements processes and tools to remediate inspection findings.


Rob Clarke, Principal, Grant Thornton LLP

Rob is based in Tampa, FL and is the national leader of Grant Thornton’s Tax Data Analytics Practice, the national leader of Grant Thornton’s Sales Tax Consulting Practice, and leads the firm’s procurement analytics/use tax accrual services practice. Rob also serves as the Grant Thornton International (GTI) Indirect Tax Leader for the Americas Region, coordinating efforts with GTI’s global offices to serve clients on multinational projects. He has over 15 years of experience working with clients in the areas of sales and use taxes, tax data analytics, reporting and visualizations, use tax process automation, controls and technology solutions, procurement company implementation, M&A diligence, state corporate income taxes, VAT, and documentary stamp taxes.


Chris Jarski, Managing Director, Grant Thornton LLP

Chris Jarski is a Managing Director in Tax Function Optimization of the National Tax Reporting Advisory practice. Chris is based out of the Atlanta office, working alongside our Southeast Region team to provide business development support and to work on a national level to support services delivery in his area of ONESOURCE, data management and analytics/visualizations expertise. Chris is also the national Markets lead for the firm's Tax Innovation practice.



Carli McClure, Managing Director, Grant Thornton LLP

Carli is based in Phoenix, Arizona and has nearly 20 years of client and project experience leading business and tax focused transitions. Carli’s expertise is in the areas of business strategy and transformations, process improvement and automation, technology evaluation and solutions, project and change management, as well as executive coaching and leadership development from both a sponsorship and execution perspective.