Management Manager

K. Sunil Reddy, CPA, CFA

**** ***** ******; Apt. #329 • Laurel, MD 20724 • 704-***-**** • ***********@*******.*** Summary

Experienced tax and accounting professional with over 20 years of business experience with a focus on delivering superior client service through effective communication with clients. Summary of Skill Sets

• Certified Public Accountant (CPA)

• Extensive background in recognizing and resolving problems associated with tax return audits through the utilization of various tax research platforms.

• Skilled in reviewing complex C-Corp, S-Corp, Partnership, and Individual tax income tax returns for accuracy and completeness.

• Comprehensive understanding of accounting principles (GAAP and IFRS) as promulgated by both FASB and IASB along with audit procedures (GAAS) established by the AICPA.

• Knowledge of tax accounting and experienced with drafting and reviewing income tax provisions under ASC 740 (f/k/a FIN 48 and SFAS 109).

• Strong technical background in federal and state taxation of corporations for effective tax planning and assessing income tax risk.

• Adept at conveying points in a clear and concise manner to effectively counsel clientele on a variety of tax strategies.

• Proficiency with Microsoft Excel, Microsoft Word, CorpTax software, RIA Checkpoint and BNA tax research tools

Professional Experience

11/2014–10/2015 Aiken & Company, Fairfax, VA

Director of Tax & Business Valuation Services

• Prepare business valuations for clients to resolve valuation issues for marital dissolution.

• Prepare expert witness reports regarding income tax obligations of divorcing parties.

• Prepare and review income tax returns for all types of business entities across a variety of industries.

• Provide guidance to clients on enhancing the effectiveness of fringe benefit programs.

• Advise clients on entity selection for new business ventures to minimize income taxes.

• Prepare personal financial statements to facilitate clients’ abilities to obtain commercial loans. 1/2014–5/2014 Management CV, Bethesda, MD

VP of Research Services

• Assessed portfolio holdings and advised clients of companies based on quality rankings of management teams.

• Wrote research reports on the caliber of corporate management teams in terms of prior track records, relative performance to peers, and compensation structure.

• Prepared customized daily report summaries for distribution to clients with specific interests in a particular company’s management team.

• Managed clientele by identifying their needs and engaging them into using the company’s services.

• Provided clients with prompt analysis regarding management changes when requested.

• Met with clients to report on positions where management quality has either improved or deteriorated. K. Sunil Reddy, CPA, CFA

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10/2009–9/2013 Kaplan Schweser (f/k/a Stalla), Washington, DC CFA Exam Review Instructor (Part-Time Contractor)

• Provided instruction to Level 1 Candidates for CFA Exam on derivatives.

• Taught Level 2 CFA Exam Candidates concepts for valuing equity investments using various dividend-discount models, free cash-flow models, residual income models, and market-based valuation multiples.

• Guided Level 2 CFA Exam candidates on mastering industry analysis and evaluating competitive forces.

• Taught Level 2 CFA Exam candidates how to use IRR and NPV to value real estate investments.

• Provided instruction to Level 2 CFA Exam candidates on portfolio management. 9/2011–9/2012 Baltimore-Washington Financial Advisors, Inc., Columbia, MD Investment Analyst

• Identified investment opportunities within the debt and equity markets suitable for client portfolios and made recommendations to the investment committee for inclusion to the investment list.

• Performed research on fixed income products to minimize client risks associates with prepayments and interest rate volatility.

• Monitored business developments impacting valuations of investments held on behalf of clients.

• Evaluated mutual fund holdings to determine compliance with client investment preferences.

• Maintained the list of securities eligible for use in constructing client portfolios.

• Compiled summaries of economic data to facilitate investment committee discussions about the economy.

2/2010–10/2010 The Oakleaf Group, Alexandria, VA

Senior Financial Analyst

• Supported the efforts of Fannie Mae (client) to administer the Home Affordability Modification Program (HAMP) by documenting the program’s budgeting requirements.

• Developed methodologies for monitoring the utilization of program caps by servicers on a daily, weekly and monthly basis.

• Prepared reports summarizing the servicers’ program caps utilization for use in presentations to client senior management and the US Department of Treasury.

• Created the charter document, which documented the design, business processes, controls framework, and business architecture for the client’s Capital Markets Operations group (CMO).

• Integrated content from multiple sources to create a user manual for the client’s proprietary securities valuation tool.

12/2008-3/2009 Freddie Mac (FHLMC), McLean, VA

Tax Accounting Manager

• Calculated the company’s quarterly and monthly income tax provisions for the financial statements by segment and recorded the appropriate journal entries.

• Prepared monthly account reconciliations related to the income tax journal entries. 4/2008-12/2008 Robert Half Management Resources (RHMR), Washington, DC Consultant

• Facilitated FIN 48 disclosure by analyzing data requested by external consultants.

• Implemented a database compliance system to serve as a workflow management system for the tax department.

• Managed the client data request for sales and use tax audits; assisted with the resolution of IRS notices and information requests.

K. Sunil Reddy, CPA, CFA

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10/2006-3/2008 Coventry Health Care, Inc., Bethesda, MD Senior Tax Accountant

• Prepared state income/franchise tax returns for the company and affiliates.

• Calculated quarterly estimated income and franchise tax payments for the company; assisted with the preparation of quarterly and annual income tax provisions.

• Prepared and filed resolutions to income tax notices issued by various taxing jurisdictions; obtained data requested by consultants to facilitate the implementation of corporate tax planning strategies. 6/2004-10/2006 USA Mobility, Inc. (f/k/a Metrocall, Inc.), Alexandria, VA Corporate Income Tax Manager

• Managed income tax compliance function and prepared annual report filings.

• Coordinated the process of gathering information required by outside consultants to prepare the consolidated Federal and State income tax returns; managed outsourced projects to consultants.

• Facilitated the preparation of monthly, quarterly, and annual income tax provisions; resolved income tax deficiency notices issued by various taxing jurisdictions. 11/2003-5/2004 WTP Capital, LLC, Falls Church, VA

Independent Contractor (part-time)

• Identified business process outsourcing (BPO) companies for acquisition and operational restructuring to capitalize on labor-rate arbitrage arising from the use of global sourcing.

• Performed research as needed for consulting projects.

• Evaluated compliance with terms capital funding agreements. 5/2002-2/2003 Duke Energy Corporation, Charlotte, NC Corporate Tax Analyst

• Gathered and analyzed state apportionment data from various business units used to prepare state income and franchise tax returns.

• Interacted with business units regarding potential opportunities for tax savings.

• Advised business unit managers on how tax savings would enhance business unit profitability. 9/2000-5/2002 Arthur Andersen, LLP, Houston, TX

Tax Associate

• Prepared income tax returns for corporate and partnership entities operating in multiple taxing jurisdictions.

• Assisted managers in marketing initiatives by researching SEC filings of public corporations.

• Responded to tax notices sent by state and local taxing authorities. 1/2000-3/2000 KPMG, LLP, Nashville, TN

Senior Tax Specialist

• Reviewed income tax returns prepared by staff accountants for federal and local taxing jurisdictions.

• Researched tax issues to assist senior management in presenting solutions to clients.

• Became knowledgeable in using computerized research tools including: Lexis, CCH, and BNA Tax Portfolios.

12/1994-12/1999 Maggart & Associates, P.C., Nashville, TN Senior Tax Accountant

• Compiled financial statements in accordance with GAAP to ensure client compliance with contractual requirements; assisted in developing new client relationships.

• Performed business valuations on closely held businesses and participated in bank audits by performing loan reviews on the commercial loan portfolios of community banks to ensure compliance with loan agreements.

• Prepared consolidated corporate, partnership, individual, fiduciary, estate, and exempt organization tax returns for both federal and state jurisdictions.

K. Sunil Reddy, CPA, CFA

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Education

The University of Tennessee, Knoxville, TN; Master of Accountancy, Tax Concentration, May 1993 The University of Tennessee, Knoxville, TN; B.S. Business Administration, Accounting, December 1991

CFA Institute, Charlottesville, VA; CFA, 2009

Honors

• Beta Alpha Psi (accounting honor society)

• Golden Key Honor Society

• Executive Undergraduate Council

Additional Information

• Member CFA Institute

• Member CFA Society of Washington, DC; Chosen to Mentor a Local College Team for the 2013 CFA Institute Global Investment Research Challenge; Served on Scholarship and Programs Committees since 2010

• Paid volunteer for CFA Institute

• Member AICPA and TSCPA (Tennessee Society of Certified Public Accountants)

• Licensed CPA (Certified Public Accountant) Tennessee and Virginia

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