Tax Consultant Resume New York, NY - Hire IT People

SUMMARY:

Senior operations, financial management and accounting executive with 20+ years of experience in the financial services industry. Special expertise in system implementation and valuation incorporating FX, Interest Rate Derivatives, MBS and CDS. Proven track record of leading high performance teams, developing strong business relationships and investor satisfaction, while achieving internal goals and objectives.

EXPERTISE AREA:

Project Management
Regulatory Reporting
System Implementation
Policy and Procedures
SEC Registration, Form PF
Derivatives Clearing

TECHNICAL SKILLS:

Proficient in Murex
Extensive knowledge of Bloomberg, Reuters, Quickbooks, Creative Solutions, and Lacerte Tax Program
Mastery of Microsoft products including Excel, Word, PowerPoint, and Access

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Tax Consultant

Responsibilities:

Financial Statement Preparation
Partnership Accounting
Corporate & Individual Tax Returns
Estates & Trusts
Business Valuation

Confidential, New York, NY

Director, Senior Controller

Responsibilities:

Responsible for monthly NAV calculation and investor allocations
Financial Statement oversight and Regulatory Reporting
Forecast, budget, and monitor all fund expenses (achieved 30 bps cost reduction)
ISDA Master and CSA negotiation and document control
Key liaison with Fund Administrator, Prime Brokers and Auditor
Management Company accounting and cash management
Developed Valuation Policy and Chaired Valuation Committee
Confidential /City Practitioners role involved two years at Bear Stearns managing middle office development and system implementation that transitioned into Covepoint fund
Consultant with Confidential working on pre - launch of fund (04/08-06/08)

Confidential, New York, NY

Managing Principal

Responsibilities:

Managed client engagements, RFP’s, staffing, and developed annual budget for North American operations
Multiple asset class configuration within Murex, incorporating structure of instruments and pricing curves, real-time feeds, MTM valuation, risk analytics, workflows, STP and accounting
Key project responsibilities included analysis and design, allocation of resources, project plans, tracking and reporting to stakeholders, issue resolution and quality assurance

Confidential, Orange County, CA

Consultant

Responsibilities:

Technical Accounting - ensured compliance with FAS 140 in CMO and REMIC structures for REIT, specifically relating to sale/financing treatment and qualified special purpose entities (SPE’s)

Confidential, Calabasas, CA

First Vice President

Responsibilities:

Led implementation of treasury risk management system for interest rate derivatives, US treasuries and government agency securities
Primary interpretation and application of SEC and FASB pronouncements for derivative portfolio
Sub Prime Retained Interest Valuations - validated and analyzed initial valuations and prepared monthly fluctuation analysis (gain on sale)
Key liaison with Corporate Treasury in commercial paper, MTN issuance and application of hedge accounting (FAS 133) for debt issuance and loan inventory

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Tax Consultant Resume

New York, NY

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