WILLIAM B. EVANS
Blue Springs, MO 64014
Cell: 816-***-****
Objective Searching for an opportunity that utilizes my finance, accounting, and managerial skills/experience
Experience State Street 801 Pennsylvania Ave
Kansas City, MO 64105
Fund Admin Tax Officer (Feb. 2013 – present)
Responsible for developing and managing a new Mutual Fund Tax group in Kansas City, including training
Review IRS compliance, income and excise tax returns, and GAAP vs Tax Code adjustments
Help create and improve Standard Operating Procedures (SOPs) and SOP checklists
Manage workflow between Boston and Kansas City offices
Fund Admin Assistant Director, Officer (Dec. 2010 – Jan. 2013)
Planned and reviewed reporting for accuracy and adherence to requirements of the SEC, IRS, prospectus, and internal policies
Managed first line managers and staff
Managed relationships with internal and external clients
Fund Admin Manager (Feb. 2008 – Nov. 2010)
Managed staff and was main client contact
Reviewed budgeting of expenses
Reviewed financial statements and notes for accuracy
Account Manager, Custody & Fund Accounting (Aug. 2005 –
Jan. 2008)
Managed staff, including hiring decisions and writing performance reviews
Heavily involved in an overseas Joint Venture, including a trip to India
Senior Accountant (April 2004 – July 2005)
Reviewed the work of Fund Accountants (including pricing) and Portfolio Administrators (Custody)
Allocated work to employees in an effective manner
Customer Representative (Feb. 2001 – March 2004)
Trained and reviewed work of Portfolio Administrators
Responded to audit requests for clients
Portfolio Administrator (Dec 1999 – Jan 2001)
Reconciled DDA balances with accounting system
Processed and monitored domestic/foreign trade settlements
Reconciled holdings between custody and accounting systems
Education Baker University Baldwin City, Kansas - MBA
-Elected as class representative
William Jewell College Liberty, MO (Consistently makes US News & World Report's top fifty liberal arts colleges in the nation) B.S. Accounting -- GPA 3.724
MS Office Proficient in Excel, Outlook, PowerPoint, and Word