Human Resources Manager

James K. Takami

** **** **** *****, *********, CT 06824 Cell: 203-***-**** e-mail: *******.****.**@*****.***

Professional: Director of Finance June 2005 - June 2013

I.A.T.S.E. National Benefit Funds, New York, NY

Manage the financial operations of four labor/management jointly trusteed Taft-

Hartley multiemployer defined benefit and defined contribution plans and one labor

trusteed single employer defined benefit plan covering 60,000 participants in the

theatrical and motion picture industries.

Responsible for overseeing each of the investment portfolios of the plans, which in the

aggregate comprise nearly $1 billion spread out over money market, common stock,

fixed income, mutual funds, hedge funds and alternative investments.

Determine cash requirement needs and work with investment consultants to invest

excess cash within investment policy guidelines and asset allocation targets.

Maintain internal control over income (contributions: $200 million/year) and expense

disbursements (administrative: $12 million/year; benefits: $135 million/year).

Monitor work flow and processing of employer and participant contributions received

through lockbox, manual payments and on-line credit card transactions.

Develop annual operating budget and prepare quarterly analysis of budgeted versus

actual expenditures for presentation to the Board of Trustees.

Prepare interim quarterly financial statements for all plans for distribution to the Board

of Trustees, Executive Director and outside professionals.

Review and approve Form 5500s, 990s, 1099s, W-2s, federal withholding and state

withholding tax returns filed annually and/or quarterly.

Work with external auditors, co-counsel and actuary on all financial and statutory

reporting matters affecting plan operations and design.

Develop models and forecasts of financial impact from changes to pension, health and

annuity benefit programs offered to bargaining unit employees pursuant to triennial

collective bargaining agreement negotiations.

Manage transition of banking and custodial relationships to new financial institution.

Coordinate testing and live implementation of finance/accounting and inter -

departmental modules for SQL based custom ERP system.

Oversee the work of supervisory staff on financial recordkeeping functions, internal

audit processes and reporting, collection efforts against delinquent contributing

employers and external payroll compliance audits.

Audit Manager May 1997 - May 2005

Salibello & Broder LLP, New York, NY (now part of BDO USA, LLP)

Managed execution and timely completion of multiple engagements and responsible

for resolving all accounting and tax issues arising during the audit.

Reviewed client deliverables including financial statements, agreed-upon procedures,

tax provision calculations and informational/corporate/partnership returns.

Implemented Risk Assessment Standards for clients to evaluate and document client’s

system of internal controls to properly tailor and execute our audit plan.

Prepared audit engagement budgets and managed client billings and collections.

Enhanced professional relationship with clients by discussing and providing additional

services.

Prepared responses to request-for-proposals and met with prospective clients.

Presented timely topics at company sponsored client/public forums and symposiums.

Worked closely with Human Resources to screen prospective new hires and provided

mentoring of staff.

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James K. Takami

64 Edge Hill Place, Fairfield, CT 06824 Cell: 203-***-**** e-mail: *******.****.**@*****.***

Professional Examiner September 1996 - May 1997

(cont.) NASD Regulation, New York, NY

Futures and Options Trader February 1995 - June 1996

U.S. Securities and Futures, New York, NY

Education: Baruch College, New York, NY

M.S. Accountancy, May 2000

New York University, New York, NY

Diploma in Bank Lending/Credit Analysis, May 1995

Carnegie Mellon University, Pittsburgh, PA

B.S. Industrial Management, May 1990

Other: Police and Fire Retirement Board, Fairfield, CT May 2012 - Present

Appointed to serve as volunteer Trustee with responsibility for overseeing investment

administration of town’s employee and police/fire defined benefit pension plans with

assets in excess of $300 million.

Representative Town Meeting, Fairfield, CT November 2009 - November 2011

Served one term as elected representative for RTM District 8 on legislative branch of

town’s government body.

Reviewed, analyzed and voted on annual budgets for Town and Board of Education,

bonding requests for short-term and long-term financing needs, town ordinances and

collective bargaining agreements with various town employees.

Appointed to serve on Finance Committee.

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