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Manager Financial Analyst

Location:
Louisville, KY
Salary:
50,000
Posted:
October 16, 2017

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Resume:

Benjamin P. Koetter

**********@*****.***; 502-***-****

*** ******* ****, **** ****, Mount Pleasant, SC 29464 PROFESSIONAL EXPERIENCE

Motley Rice LLC, Financial Analyst – Mount Pleasant, SC June 2016-Present I am currently employed in a contractual Financial Analyst position with law firm Motley Rice. In this role, I am assisting the BP Oil Team with the analysis of settlement claims associated with the BP Deepwater Horizon Economic and Property Damages Settlements program:

Analyzing company Profit & Loss statements and reviewing for errors/inconsistencies

Evaluating Eligibility, Incompleteness, and Denial Notices granted under the Settlement Program

Preparing new invoices and restating existing invoices in order to recover accounting fees

Assisting attorneys with incomplete files, accounting-related queries, and meeting notice deadlines

Conducting analysis of company transaction histories in accordance with Program requirements

Working to maximize claim values through in-depth accounting analysis of claims packages MTAG Services, LLC, Asset Manager – Mount Pleasant, SC August 2014-May 2016 MTAG Services, LLC specializes in the management of financial assets including tax liens, structured settlements, and REO assets for investors and municipalities. As an Asset Manager, I oversaw a portfolio of tax lien investments on residential and commercial properties that were owned by clients of MTAG. My responsibilities included, but were not limited to:

Servicing the Ohio, Connecticut, Maryland, and Washington D.C. portfolios held by MTAG’s clients

Seeking to maximize the total return of these portfolios through redemption and disposition efforts

Monitoring portfolio progress through the generation of various in-house reports

Submitting recommendations to management for property dispositions, reconciliations, and write-offs

Corresponding with attorneys, third-party brokers, and property managers to provide direction for and oversight of legal foreclosure filings, asset disposition plans, and property sales and management

Preparing semi-annual portfolio reviews of each state for presentation to senior management

Negotiating assignments of tax deed/title and tax lien foreclosure judgments to various investors

Ensuring client satisfaction through regular correspondence, completion of requests, etc.

Promoted from Junior Asset Manager to Asset Manager quickest amongst my team OTHER EMPLOYMENT

Javalon Capital Advisors, International Business Intern – Charleston, SC April 2014-June 2014 Eco-Tech Consultants, Summer Field Intern – Louisville, KY May 2012-August 2012 EDUCATION

The Graduate School of the College of Charleston – Charleston, SC June 2014 Master of Business Administration – School of Business; Concentration: Finance

Travel Study: São Paulo and Rio de Janeiro, Brazil – December 2013

Dana MBA Scholarship – July 2013

Indiana University Bloomington – Bloomington, IN May 2013 Bachelor of Science in Public Affairs – School of Public and Environmental Affairs

Major: Public Financial Management

Certificate: Business Foundations; Minor: Spanish

Phi Sigma Theta National Honor Society – Spring 2013 ACTIVITIES & INVOLVEMENT

MTAG Services Culture Committee, Community Involvement, Health & Wellness Subcommittees MBA Association, Vice President of Finance – College of Charleston Student Finance Club, Speaker/Mentor – College of Charleston DIG SOUTH Innovation Conference, Festival Volunteer – Charleston, SC



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