Dominic Sylvester

Tax Technology and Transformation for Financial Services: working with leading asset managers and insurance companies to identify where AI and process improvement increase profitability and drive optimal tax alpha.

• Advise leading asset managers and insurance companies on tax technology strategy.
• Identify opportunities to leverage AI and process improvement for profitability and optimal tax alpha.
• Lead transformation initiatives across tax operating models for financial services clients.

Founded and lead a specialty risk advisory firm serving institutional asset managers and single-family offices.

• Established comprehensive risk management services tailored for institutional asset managers and family offices.
• Developed a sophisticated risk management platform for insurance portfolio management.
• Delivered customized advisory services focused on capital protection and enterprise risk.

Founded an investment and advisory firm bridging investment managers, family offices, and private capital sponsors.

• Provided investment portfolio reporting and underwriting support for portfolios exceeding $1B in value.
• Served as a strategic bridge between capital providers, sponsors, and operating partners.
• Supported underwriting, diligence, and ongoing portfolio oversight.

Supported enterprise financial operations and digital transformation initiatives within a global technology organization.

• Applied a business architect mindset to identify and implement financial optimization strategies.
• Led cross-functional digital transformation initiatives and design thinking workshops.
• Identified automation opportunities across enterprise finance functions.

Led transformational process improvement and digitization efforts for high-priority client engagements.

• Built automated solutions using Alteryx, Python, and UiPath.
• Generated significant profit and efficiency improvements for clients.
• Supported large-scale audit and advisory transformation initiatives.

Executed process transformation initiatives across audit and advisory functions.

• Conducted process improvement initiatives across multiple industries.
• Facilitated design thinking workshops with engagement teams.
• Identified and implemented efficiency gains through automation.

Built foundational audit and assurance experience across complex client environments.

• Worked across endowments, Fortune 500 defense contractors, and asset management firms.
• Leveraged emerging technologies to automate financial reporting.
• Supported diverse audit and financial engagements.