Manager Service

Charles Kaucher

Suwanee, GA *****

*******@****.*** / 678-***-****

LinkedIn: http://www.linkedin.com/in/charleskaucher/ Value Proposition: An experienced business professional able to understand client operations and needs. Able to tackle complex projects whether financial transactions or integrated systems. Understands the business processes across corporate domains and provides excellent communication with stakeholders and senior level management.

Competencies: Highly analytical, idea person, relying on logic more than emotions to envision smart solutions and implementing strategies. Expertise in finance and manufacturing and accounting and operations, streamlining processes. Possesses solid leadership skills and interpersonal skills; naturally likes to influence others. Learner/teacher.

Business Development/relationship

manager

Administration of Client services and project

management

Effective written communication and

presentation skills

•Consolidated Reporting, Audit and Fraud

Investigations

Financial Modeling and Systems

Implementation

Development and Implementation of Risk

Management Protocols

A unique combination of expertise from 25 years working in accounting as a CPA and the financial services industry. Comfortable in C-suite and senior management engagement where client relations are critical to business development and service relationships.

Professional Experience

EndoChoice, Inc.

Systems Consultant (August 2015 – February 2016)

EndoChoice recently listed on the NYSE and is a medtech company focused on endoscopic imaging systems, devices and infection control products and pathology services. EndoChoice focuses on the manufacturing and commercialization of technologies including endoscopic imaging systems, devices and infection control products, and pathology services for specialists treating a wide range of gastrointestinal conditions, including colon cancer.

• Performed troubleshooting, diagnosis, and enterprise wide support for the ERP system NetSuite OneWorld.

• Managed the execution of internal QA testing of the NetSuite ERP system upgrade.

• Implement software (Fastpath) to analyze and track changes in the segregation of duties and role permissions.

• Developed reporting mechanisms to facilitate the warehouse fulfillment processes using NetSuite and SQL resulting in reducing overtime.

• Provided technical support for operating departments throughout the company. Charles Kaucher – page 2

Family Matters

Caregiver, Homeschooling Parent, Social Services Volunteer (2010 – 2015) Addressed terminal healthcare needs of a family member and home schooling needs and selected volunteer efforts. Also obtained Microsoft certifications for Managing Microsoft Dynamics Implementations and Microsoft Dynamics AX 2012 Financials. Proprietary Trader

Hanseatic Trading and Consulting (1994 – 2010)

Traded stocks, stock options and commodities for my personal account utilizing a trading platform and provided consulting services to personal traders.

Traded profitably stocks and commodities holding positions from three days to several weeks, focusing on entries and exits daily and day traded stock indices.

Established database on a universe of stocks eligible for trading regularly archiving press releases, including keeping up to date on insider transactions and analyst conference calls to revise expectations and identify future opportunities.

Applied several statistical methods for trading techniques/strategies.

Developed software to implement strategies programming them in C.

Utilized several digital signal filters adapted for time series analysis. Implemented risk management strategies to minimize market risk and capture individually high stock returns. Vice President – Manager, Client Services

First Data Corporation (1997 – 1998)

First Data provides end-to-end processing for credit card and other commercial payment services for merchants and financial institutions. The Investor Services Group provided financial services and processing for investment company funds.

Managed service relationships of several clients in crisis mode and the respective profitability for the Investor Services Group.

Organized client services for the largest client documenting the extent of accounting services and contractual obligations.

Established administrative controls over daily reporting requirements to measure the Group's delivery performance.

Vice President - Treasurer

Leland O'Brien and Rubinstein (1993 – 1994)

LOR provided risk management to institutional investors largely through portfolio insurance utilizing the binomial option pricing model developed by Cox, Ross and Rubinstein.

Vice President of the wholly owned distributor and Treasurer of a mutual fund group for the first exchange-traded mutual fund.

Managed service providers.

Monitored tax and SEC compliance.

Developed daily method of accounting to calculate and publish daily dividend information that minimized the tracking error due to redemption activity. Senior Manager

PwC – Boston (1987 – 1992)

Charles Kaucher – page 3

PwC provides industry-focused services for over 85% of the largest public and private companies through a global network focusing on audit and assurance, tax, and consulting services.

Member of an industry-focused investment company services group providing technical industry resources for offices in the US and Europe.

Direct audit client responsibilities for investment companies and industry service organizations in the Boston office.

Successful in obtaining new clients and increasing service revenues through existing clients.

Assisted a client in the launch of the first exchange-traded index mutual fund and later an in- house fund tracking the MSCI EAFE indices in the aggregate and by country.

Examined the pension restrictions of 35 countries on international investments, which served as the groundwork for establishing a European market strategy of a pension fund manager and determined the most tax neutral vehicle for international investing for the EEC.

Coordinated the annual investment company client appreciation event for PwC - US for three years.

Manager

KPMG – New York (1978 – 1981/1984 – 1986)

KPMG provides audit, tax and advisory services through a global network of industry focused professional firms.

Client assignments included the largest money center banks and New York branches of foreign banks and public and private companies with national and multi-national operations from

$500k to $3 Billion in revenues.

Reviewed international loan operations, letter of credit operations and foreign exchange management of foreign branch banks making recommendations to improve control over foreign currency trading.

Reviewed EDP service centers for credit cards and payroll accounting service, consolidation of American bank loans during the Iranian crisis, accountability audits and fraud investigations.

Directed and coordinated a survey of annual report disclosures for the top 100 banks in the United States.

Assigned to a special project to accumulate to total Iranian debt outstanding to banks worldwide as part of the negotiations to release the Iranian hostages. Certifications

Microsoft certifications:

MB5-705 Managing Microsoft Dynamics Implementations MB6-871 Microsoft Dynamics AX 2012 Financials

Lean Six Sigma Yellow Belt

Scaled Agile Framework (SAFe Agilist ) Certification 2016 IIBA CBAP Study Group and Training Sessions Certification Education

UNIVERSITY OF GEORGIA, Bachelor of Business Administration GORDON-CONWELL THEOLOGICAL SEMINARY, Master of Divinity

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