Manager Management

Andrew J Haubert

Chicago, IL E-mail: *************@***.***

773-***-**** cell LinkedIn: http://www.linkedin.com/in/andrewjhaubert/

Seeking a challenging position in which I can deliver my problem-solving acumen, analytical skills, and passion for operations management to improve organizational ability to exceed goals, serve customers, and achieve optimum utilization of resources in a growing company.

Personal Attributes

Reputation for being honest and ethical while delivering exceptional results across a broad spectrum of operational challenges.

Thrives in dynamic and complex business environments, working with diverse teams, clients and organizations.

Global work experience and academics have added perspective and diversity to professional learning, including working in India on-shore and off-shore.

Strong track record of creating and executing business strategy and navigating changing business environments.

Functional Competencies

Compliance Manager

Effective Team Building

Project Management

Trainer

Strategic Planning & Execution

Change Agent

Offshoring & Outsourcing Expert

Hardworking

Business Process Re-engineering

Risk Management

Relationship Manager

Contract Negotiation & Management

Detail Oriented

Education & Certifications

DEPAUL UNIVERSITY – KELLSTADT SCHOOL OF BUSINESS

M.S.T., Masters in Taxation

Graduated with Distinction (3.9 out of 4.0)

NORTHERN ILLINOIS UNIVERSITY

B.S., Accounting

B.A., Economics, Minor in History

IL Licensed Certified Public Accountant (CPA)

Speak conversational German

Professional Experience & Notable Achievements

Deloitte Tax – Chicago, IL 8/2014-4/2015

Tax Manager, Charitable Tax Group

Managed and directed the outsourcing of the JPMC Charitable Tax Group to Deloitte Tax. Achievements and responsibilities included:

Developing and implementing proven processes that ensured the accurate completion and timely filing of over 3,000 returns by a staff of six professionals.

Through the introduction of OneSource software, combined with new policies and procedures, the Chicago tax group far exceeded the number of returns processed by all other regional charitable tax groups.

Designated as trusted liaison between JPMC’s liaison team, Deloitte Tax Staff and Deloitte executive leadership to ensure successful completion of off-shoring initiative.

Off-shoring over 700 returns to Deloitte Tax India (Hyderabad) that required collaborating with Hyderabad management to develop training materials and train staff.

Through the use of Deloitte Interns, developing protocol for the valuations for 800 Unitrusts; delivering effective training; and auditing quality.

JPMorgan Chase Bank – Chicago, IL 06/2012-08/2014

Tax Manager (Vice President), Charitable Tax and Payroll Tax Groups

Built the Chicago office by successfully consolidating and relocating operations from Milwaukee, WI and Newark, DE. Selected achievements included:

Identifying and eliminating non-core, high risk returns that exposed firm to financial or reputation risk.

Developing new processes, procedures and training programs for the preparation of over 3,000 returns

by seven staff members.

Off-shoring over 700 returns and the valuation process for 800 trusts to JPMC India (Mumbai).

Collaborating with Mumbai management to develop proper training materials and train off-shore staff via a web-based platform. Developed a monitoring program for tax preparation process and returns before filing.

Managing payroll for 125 clients.

The Northern Trust Company – Chicago, IL 09/2008-6/2012

Tax Manager (Vice President) Charitable Tax, Corporate Tax, and Personal Tax Groups

Managed three departments for the preparation of 4,500 personal tax and trust returns, and over 3,000 agency letters to corporate clients. Other achievements included:

Instituting cost saving measures such as direct mail of agency letters for a cost savings of $30,000 annually, a second monitor for tax preparation thus reducing printing costs, and converting paper files in the Personal and Charitable Tax Groups to a paperless format with the effect of reducing storage and printing costs.

Reducing headcount in the Corporate Tax Group from seven to three, saving over $250,000, while maintaining employee morale and quality.

Avoiding $300,000 in penalties by eliminating or outsourcing non-core, high-risk returns in the Corporate and Personal Tax Groups.

Team Leader (Second Vice President), Charitable Tax Group 5/2005-9/2008

Managed a Chicago-based team of four professionals for the accurate and timely preparation of all charitable trust returns for the company. Responsibilities included:

Integrating the newly adapted software platform to improve existing processes.

Working for two months in Northern Trust’s Bangalore, India office to coordinate offshoring of over 300 personal tax returns from the Chicago office, including developing all related processes, procedures, auditing protocol and training materials.

Coordinating closely with local Bangalore management to ensure proper training and a seamless transition of the off-shoring plan.

Tax Analyst (Trust Officer), Personal Tax Group 01/2000-01/2004

Responsible for preparing individual and payroll returns for high net worth clients.

Created tax plans for clients that minimized tax burden and maximized income. Considerations included stock options, charitable deductions and projections.

Professional Affiliations & Community Involvement

Professional affiliations:

Member

Member

AICPA

OneSource Trust Tax Charitable Committee

2014 - 2015

2006 - 2013

Roles within the community, including:

Volunteer

St. Leonard’s Ministries

2001 - Present

Member

St. Andrew’s Greek Orthodox Church

2001 - Present

Supporter

ASPCA

2001 - Present

Supporter

David Sheldrick Foundation

2011 - Present

Supporter

National Public Radio

2009 – Present

References available upon request or within LinkedIn profile.

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