Financial Manager

C O N T A C T P R O F E S S I O N A L P R O F I L E

S K I L L S

P R O F E S S I O N A L E X P E R I E N C E

Extensive experience partnering with senior management, Legal staff and Public accountants to produce high quality financial reports and prospectuses while improving team performance, and ensuring consistency, dependability and outstanding team results.

A self-starter quick learner.

Ability to work independently and also, as part of a team. 516-***-****

*********@*****.***

5 Rockaway Place

Massapequa NY 11758

linkedin.com/in/john-masone

IN.COM/NAME

JOHN MASONE

Financial Reporting Manager

BNY Mellon (formerly Dreyfus), New York 1997– June 2016 Prepare, reviewed and distributed financial reports related to operations to management.

Analyzed and reviewed department budgets.

Assist in the preparation of annual reports including tables and notes to the financial statements.

Analyzed expenses and ensured they are recorded in the financial statements appropriately.

Managed and coordinated all financial reporting controls, including internal review of financial statements, documentation of financial statement support and review and approval of reports by Senior Management.

Ensured the integrity of financial information in compliance with generally accepted accounting procedures (GAAP) and company policy.

Reconciled various accounts, reviewed trial balances, general ledgers and GAAP sheets prepared by others and promptly researched and corrected any variances.

Provided technical guidance to independent auditors, tax managers, senior managers, attorneys and the fund treasurer in order to resolve issues arising during the financial reporting process.

Analyzed and provided schedules to legal for Board Reporting.

Prepared and reviewed monthly documents submitted to the SEC

Reviewed master disclosures library to ensure all regulatory updates were made.

Completed audits and reviewed all filings in liaison with internal resources and external auditors.

Researched impact of new GAAP and SEC pronouncements, evaluations of impact to the accounting and financial reporting process and communicated to Senior Management.

Liaison between the Company and External Legal counsel to provide requested support to upper management to answer SEC questions.

Ensured internal control procedures are in place and maintained SOX compliance.

E D U C A T I O N

BACHELOR OF SCIENCE, Accounting

New York Institute of Technology

Old Westbury, NY - 1986

Highly accomplished Financial Services

Manager with extensive experience in

financial analysis/reporting and GAAP

compliance

Strong command of regulatory

requirements

Ability and willingness to quickly adapt

in a changing environment

Strong organizational skills

Strong communication skills

Ability to multi-task effectively and work

on own initiative in busy environment.

A Team Leader

Computer skills in Excel and Word

Knowledge of VLookup and pivot tables

Knowledge of quickbooks

J O H N M A S O N E

E X P E R I E N C E C O N T I N U E D ...

Supported document preparation for and work with external auditors.

Wrote procedures for internal and external auditing purposes.

Oversee special projects as assigned and other research/support/data request tasks.

Ensured timely and accurate analysis of monthly financial results; communicate and collaborate cross-functionally.

Provided expertise for new fund launches, mergers and other changes to fund structures.

Led the transition to a new Dreyfus accounting system from Financial Reporting System (FRS) to Command Automated Publishing System(CAPS)-reducing expenses through in-house automation and staff reductions.

Managed a team of ten

Senior Financial Reporting Specialist 1991-1997

Reviewed initial drafts of financial reports, including financial statements, footnotes and disclosures for Dreyfus Funds.

Created and maintained master discloser document to tract all regulatory updates.

Reviewed accountants Prospectus Information Worksheets for Legal department to be included in updated Prospectus and Statement of Additional Information.

Trained new employees within the financial reporting department.

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