FINANCIAL REPORTING & CONSULTING PROFESSIONAL

Professionally versatile with ability to apply technical and project management expertise to a vast range of applications.

Core competencies include:

Global Relationship Management Program Implementation Project Management Process Improvement

Data Analysis Customer Experience Financial Reporting International Experience Human Resources

PROFESSIONAL EXPERIENCE

Wells Fargo

Project Specialist – Global Payroll Services New York City, NY August 2016 – February 2017

Creating process to track and analyze trailing liabilities for board of directors who have traveled between multiple tax jurisdictions within a vesting period.

Developed automated template for tracking and calculating short term business travel applications for internal audit and review.

Lead efforts in international business travel reporting by analyzing and reviewing totalization agreements, tax treaties and international travel taxation law.

BDO, LLP

Senior Associate, Expatriate Tax Services Charlotte, NC 2015 – July 2016

Combine international and domestic tax information for expatriate executives and high net worth clients.

Co-develop business proposals for potential clients.

Prospect Mortgage

Marketing Consultant Boston, MA 2015

Assist mortgage brokers develop and distribute marketing material while updating the offices past client tracking systems.

Deloitte Tax, LLP

Senior Associate, Global Executive Services Charlotte, NC 2013 – 2014

Coordinated management needs for tax return preparation with existing staff to improve accuracy and efficiency. This required the ability to assess talent and properly delegate work based on skill and knowledge level.

Prepared and reviewed correspondence between assignees, federal and state authorities, and global member firms in relation to notices and/or audits for expatriates.

KPMG, LLP

Bank of America – Onsite (International Assignment) Hong Kong SAR 2012

Created data sharing process that increased data sharing efficiency while creating a better audit record for information sharing controls between KPMG and Bank of America.

Comparatively analyzed and streamlined existing Americas and APAC (Asia Pacific) onsite positions.

Implemented new role while working with KPMG onsite workforce to enhance client service for Americas, APAC and EMEA region. This reduced fees for both client and service provider and increased worker retention.

Bank of America Corporation - Onsite (Domestic Assignment) Charlotte, NC 2010 – 2012

Implemented administrative changes to data collection and billing processes that resulted in improved efficiencies and reduced labor costs for the tax team.

Synchronized initiative between payroll, equity and finance teams for annual compliance and reporting purposes.

Consulted with over 2,000 Bank of America expatriates internally on policy restrictions and financial implications while working with KPMG to prepare year-end taxation reporting documents worldwide.

Calculated and reviewed over 500 executive equity packages and tax liabilities for year-end reporting.

Senior Associate, International Executive Services McLean, VA 2007 – 2010

Co-developed information system that reduced time required for quarterly project by approximately 50 percent.

Oversaw implementation of a new, high priority tax automation system. Worked directly with a senior partner on development.

Coordinated between over 40 international member firms, clients, and more than 500 assignees to obtain and manage all necessary information for tax return preparation.

Prepared pre and post assignment hypothetical and reconciliatory calculations for both client and assignee.

Cambridge Associates LLC

Associate, Marketable Performance Measurement Arlington, VA 2006 – 2007

Structured, prepared and analyzed over 15 portfolio reports for clients with assets in excess of $300 million; including large endowments, high net worth individuals, and non-profit institutions on a quarterly basis.

Analyzed security transaction data and calculated fund performance on over 400 marketable, non-marketable and marketable-alternative managers monthly with a 99% accuracy rating.

EDUCATION

Bachelor of Business Administration, Concentration: Finance

The George Washington University Washington D.C. May 2006

Brother, Delta Sigma Pi Professional Fraternity (since 2004)

TECHNICAL SKILLS

Advanced MS Office skills; Adobe Writer; Bloomberg BNA; Bloomberg Terminal; GoRS; SharePoint; Visio

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