WILLIAM B. EVANS

*** ** ******** **

Blue Springs, MO 64014

Cell: 816-***-****

Objective Searching for an opportunity that utilizes my finance, accounting, and managerial skills/experience

Experience State Street 801 Pennsylvania Ave

Kansas City, MO 64105

Fund Admin Tax Officer (Feb. 2013 – present)

Responsible for developing and managing a new Mutual Fund Tax group in Kansas City, including training

Review IRS compliance, income and excise tax returns, and GAAP vs Tax Code adjustments

Help create and improve Standard Operating Procedures (SOPs) and SOP checklists

Manage workflow between Boston and Kansas City offices

Fund Admin Assistant Director, Officer (Dec. 2010 – Jan. 2013)

Planned and reviewed reporting for accuracy and adherence to requirements of the SEC, IRS, prospectus, and internal policies

Managed first line managers and staff

Managed relationships with internal and external clients

Fund Admin Manager (Feb. 2008 – Nov. 2010)

Managed staff and was main client contact

Reviewed budgeting of expenses

Reviewed financial statements and notes for accuracy

Account Manager, Custody & Fund Accounting (Aug. 2005 –

Jan. 2008)

Managed staff, including hiring decisions and writing performance reviews

Heavily involved in an overseas Joint Venture, including a trip to India

Senior Accountant (April 2004 – July 2005)

Reviewed the work of Fund Accountants (including pricing) and Portfolio Administrators (Custody)

Allocated work to employees in an effective manner

Customer Representative (Feb. 2001 – March 2004)

Trained and reviewed work of Portfolio Administrators

Responded to audit requests for clients

Portfolio Administrator (Dec 1999 – Jan 2001)

Reconciled DDA balances with accounting system

Processed and monitored domestic/foreign trade settlements

Reconciled holdings between custody and accounting systems

Education Baker University Baldwin City, Kansas - MBA

-Elected as class representative

William Jewell College Liberty, MO (Consistently makes US News & World Report's top fifty liberal arts colleges in the nation) B.S. Accounting -- GPA 3.724

MS Office Proficient in Excel, Outlook, PowerPoint, and Word

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