Manager Years Experience
Resume:
Tammy A. Mankie
**** *. ******** ***, ********* Ranch, CO, 80129
abmlmr@r.postjobfree.com
Strengths Analytical, goal orientated, self motivated starter with
excellent computer skills and an aptitude to identify
problems, consider the larger environment and determine an
appropriate solution.
Education M.B.A., February 2001, University of Phoenix
B.B.A. in Finance, University of North Dakota
Skills/Abiliti Highly organized and detail-focused professional with an
es exceptional track record of accurately handling large amounts
of financial information in deadline-oriented environments.
Strong multitasking, financial, and analytical and skills.
Over ten years experience in finance industry.
Broad knowledge of the Fund Accounting and the Investment Tax
Departments.
Proven ability to work in unison with others.
Motivated Self-starter.
Strong planning and self-management skills.
Goal oriented with a strong drive for results.
Effectively communicate with all levels of personnel and
internal/external customers.
Advanced user of SunGard Invest1, Apollo, and ATX Tax
software.
Excellent computer skills; proficient user of Microsoft
Office applications that includes Excel, Visual Basic (Macro
writing), Access, Word and PowerPoint.
Experience with Oppenheimer GUI systems; FABR, FASR, MPS,
TVS, FPRICE, SAMI, Doc Direct and Doc Analyzer.
Previously proficient with SPECTRA, ORION, and the NSCC
Trading system.
Ability to learn proprietary systems/applications quickly and
easily.
Relevant Sr. Investment Tax Accountant 2002-present
Experience OppenheimerFunds, Inc., Centennial, CO
Develop and implementation of accounting and
other business office systems.
Analyze financial information complied by other
operational groups to determine whether control
objectives are met.
Written procedures on various tax related
topics.
Research and make recommendations with respect
to tax issues.
Research individual securities and write
summaries on those securities for recognition of
proper tax treatments.
Supervise the preparation and review of RIC
Federal and State tax returns.
Complete RIC tax forms for Federal and State
levels.
Calculate required distribution under Income and
Excise tax provisions.
Prepare Capital Gain, Municipals and 90-day out
estimates.
Provide PFIC and Washsale analysis on Mutual
funds.
Prepare Fiscal Year-End analysis for DRD, QDI,
QII and Gross Income from Foreign Sources.
Key Contribution:
Prepared and delivered to management, under
quick turnaround timelines, fund Fiscal Year-End
work. Built system tools to aid in the
dissemination of InvestOne data to meet tax
department needs.
Fund Accountant II (Trade Processing, NAV 2000-2002
Pricing and Fund Accounting Projects Team)
OppenheimerFunds, Inc., Centennial, CO
Cancel and correcting trades.
Manual placement and downloading of trades.
Daily NAV calculation experience
Daily securities yields and income Analysis.
Creating reports for analysis.
Analyzing income of Oppenheimer's funds.
Identified and implemented process improvement.
Key Contribution:
Excelled within a fast-paced environment,
continually taking on increased levels of
responsibility and reducing process time. Wrote
multiple macros for NAV Pricing to track
securities income changes.
Back Office Coordinator II 1998-2000
OppenheimerFunds, Inc., Centennial, CO
Team leader in redefining the workplace
structure of the transfer agency within
OppenheimerFunds
Cleared NSCC trades that were rejected in the
system ("ERFing")
Provide assistance to Back office Coordinators
at other financial institutions in relation to
Oppenheimer's mutual funds. (Pershing, National,
First Data, FISERV, etc.)
Deliver support for various financial functions,
such as setting up new dealers and linking them
in the system, and helping with conversions.
Perform monetary exchanges and liquidations on
Oppenheimer's funds.
Maintain knowledge and familiarly with the
family of OppenheimerFunds products and
services.
Responsible to review, research, respond, and
solve account problems and inquiries.
Wrote procedures and trained staff on new
processes.
Key Contribution:
Established new standard for problem solving and
resolution of issues in a prompt and timely
manner within the NSCC trading system. Cleaned
up Flex NAV issues for three firms. A team
leader of the Job redefinition implementation
committee, which created new entry level
processing positions within the Transfer Agency.
Consumer Lending Manager Prior
TCF National Bank of Colorado, Englewood, CO Experience
Assistant Branch Manager
TCF Financial Services, Minneapolis, MN
Abstracter
Grand Forks Abstract Co., Grand Forks, ND
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