VP Investment Management Resume

SUMMARY:

Working with people and creating a team atmosphere toward the same goal to be the best is everyone’s dream.
Whether fundraising millions of dollars, keeping partners and clients financially flourishing, all parts of the whole operating lucratively, everyone wants to be a part of a winning team.
It is the responsibility of the leader to make the corporation function seamlessly and generate positive results.
Be the model willing to do whatever it takes to be successful.
Leadership, Fundraising, Designing and implementing business operations, Maintaining a company atmosphere with a positive culture and vision, Managing operations of a company and the work of executives.
CFO, Controller, Director of Tax, International Tax Manager, Manager of Financial Reporting and Analysis, Accounting Manager, Associate Finance Manager, Regional Finance Manager, Internal Audit Manager, Senior Accountant

TECHNICAL EXPERIENCE:

Expert knowledge of Microsoft products, Excel (pivot tables, vlookups, and macros), Microsoft Word, Microsoft PowerPoint, Microsoft Access, Oracle, SAP FI/CO, JD Edwards Enterprise and One World, MAS90, Quick Books, Hyperion Enterprise (HFM and Planning), Essbase, COGNOS, IBM COGNOS Contributor, FRx, Macola, Sage, Microsoft Dynamics, Great Plains, EDGAR, ADP Enterprise, ADP Workforce, Paychex, Salesforce.com, CorpTax, Vertex, CCH ProSystems fx Tax and BNA.

PROFESSIONAL REFERENCES:

Confidential

VP Investment Management

Confidential

SVP Global Tax Director

Confidential

CPA Senior Accountant - Consultant

Responsibilities:

Management of all departments within finance.
Confidential preparation for principal partners, Knowledge of all tax forms, International Tax, Real Estate Tax, Sarbanes Oxley, Tax compliance, SEC filings, Federal, State tax returns and companies’ international subsidiaries, POS initiation, Financial forecasting, analysis, Reconciliation internal books and records, Ad hoc presentation and planning for Board of Directors meetings.
Present detailed variance analyses at monthly marketing brand spend meetings.
Selection and implementation of new tax software.
Supervise month/quarter/annual close, including balance sheet, journal entries, financial statement, intercompany review, analyses and reconciliations, account certification, map flow charts.
Review document data analysis. Manage accounting policy procedures, Manage audit engagements.
Forecast profit and loss.
Implement maintain and remediate financial statement controls.
Annual budgeting and marketing.
Transfer pricing and management fees.
Consolidate financial statements in accordance with private equity partner requirements.
Develop process to improve and reduce month end close.
Fundraising skills over $500,000.
Knowledge of systems ERP, General ledger, Payroll.

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