Supervisor Resume Charlotte, NC - Hire IT People

SUMMARY:

Accounting professional with Big 4 experience and expertise in partnership accounting and finance.
Known for technical expertise on issues faced by financial entities with quarterly and/or annual reporting and publicly - traded organizations.
Strong communicator and relationship builder, with heavy experience in investor relations and working directly with brokers, controllers, and CFO’s. Strong mentor and developer of staff.

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Supervisor

Responsibilities:

SEC/monthly reporting, annual/quarterly compliance review/analysis, REITs, private equity funds.
Fixed asset, financial analysis, journal entry, policy, and engagement reviews.
704(b) analysis, modeling, and management of capital account maintenance for traded clients using multiple entity tiered organizations.
Transaction analysis for all acquisitions and dispositions as well as inception of joint ventures; due diligence
Special projects including fund accounting (GAAP), revenue recognition, revaluations, financial adjustments, and redemptions.

Confidential, Charlotte, NC

Senior Consultant

Responsibilities:

Review and prep of provisions and returns for banking clients; assistance with quarterly reporting.
First Citizens Bank external audit (SOX) engagement and maintenance of internal control framework (COSO).
Extensive research into banking issues and analysis.
Special projects with Sec. 597, loan accounting with FRB, cash disbursements, and FDIC regulations
Work with high net-worth investors on investments in PTP’s, hedge funds, and corporate entities with domestic and global holdings.

Confidential, Charlotte, NC

Senior Consultant

Responsibilities:

Conducted preparation of engagement reviews, investor relations, hedge and global investment funds requiring foreign filings, marketing, and daily communication with large publicly traded entities.
Teamed with ITS developers to improve, correct and maintain accounting and investing software used to run online investment management portals accessed by the Confidential team and millions of investors.
Trained and supervised teams of 6-8 global and domestic staff processing of hundreds of thousands of K-1s.
Go-to person for questions escalated by analysts working in high-volume Call Center; communicated directly with hundreds of investors, brokers and CPAs regarding questions on income allocation, passive income, and tax implications; managed needs of clients within Confidential policy to balance client service and mitigate risk.

Confidential, Charlotte, NC

Senior Consultant

Responsibilities:

Prepared and reviewed 1065’s with necessary foreign filings, research and review of 704/carried-interest allocations as well as other complex pship transactions, go to for client communication.
Prepared provisions in accordance ASC 740.
Assisted SEC Client with implementation of FIN 48.
Supervised, coached, and trained teams of 3-5 associates; provided input into performance reviews.