Brian Moore

* ***** **** *********, ** *****

ad3hq6@r.postjobfree.com; 508-***-****

Education

Graduated

2016

Graduated

2007

SUFFOLK UNIVERSITY LAW SCHOOL BOSTON, MA

● Juris Doctor – Financial Services concentration with a focus on Taxation

● Coursework includes: Federal Income Tax, Civil Procedure, Contracts, Trusts & Estates, Property, Antitrust, Corporate Tax, Corporations, Secured Transactions, International Tax, Advanced Trust & Estates, Banking Law, Estate and Gift Tax, Entrepreneurship Venture Capital and the Law, Drafting Wills & Trusts UNIVERSITY OF VERMONT BURLINGTON, VT

● Bachelor of Science degree in Business Administration with concentrations in Finance & Accounting

● Coursework includes: Intermediate Accounting, Advanced Accounting, Financial Statement Analysis, Security Valuation & Portfolio Management, Financial Institutions; Taxation, Linear Algebra, Business Law Experience

2021-Present Audax Management Company BOSTON, MA

Special Projects Manager

Managed two restructures within the firm.

Private Debt restructure involved rolling out and standing up an independent PD operating entity for our standard processes such as billing, cash management, payables and reporting.

Reconciled historical balance sheet items with 20-year history

Private Equity Restructure, required more work on the reporting side because adding multiple partners now.

Built reporting process which now included a Bank Reporting level as a result of credit facility, Original Owners level, PD Owners and PE Owners

Implemented a new Reporting Software Vena which sits on top of Excel.

Worked with implementation team to build out 5 data modules and Reports.

Built three data modules of my own and a half dozen different reports.

PortCo AR Report had not been produced in 2 years but now is a weekly deliverable allowing the executive team to manage portfolio and identify which deal teams to communicate with

Built the data modules to report off each other creating cross checks between reports and our financials.

Rebuilt out the Revenue Report two times – original the review and production would take over 40 hours; first iteration reduced that total time to under a few hours and finally a few minutes.

Implemented Kyriba, a Treasury Management System, onboarding the various business lines onto the platform

Built Cash reports on weekly cash activity and cash forecasting

Leveraging the NetSuite system created a method to track accrued transaction fees which mgmt. did not want on the books for tax purposes but needed it tracked to ensure collection. This process resulted in a $300k collection that would have otherwise been forgotten/missed.

2020-2021 MPM Asset Management Company CAMBRIDGE, MA Controller

Managed five corporate entities.

Two primary operating entities and 3 additional entities

Responsible for Monthly financials for all five entities and quarterly reporting package to the partners

Including Budget to Actual reconciliation and explanations for all P&L accounts including Salaries, Payroll Tax and Benefits.

Reforecasted budgets at Q2 and Q3.

Reconciling the cost sharing splits with the primary operating companies as well as the cost sharing with portfolio companies.

Handled Distributions and Capital Calls for the various entities.

Monthly billing for the funds, portfolio companies as well as the intercompany billing of the related entities.

Responsible for 1042, 8804 withholding calculations and payments.

Managed the 1099 annual reporting for the 5 entities.

Managed the audit and tax return process for all five of the corporate entities.

Managed outsourced Administrator with team of 4

2018-2020 AUDAX MANAGEMENT COMPANY BOSTON, MA

Finance Associate

Managed the third-party accounting team who handled the day-to-day revenue and expense items.

Responsible for helping the migration of old accounting system (Dynamics) to new software (NetSuite)

Built a dozen different reports to help reconcile old Financials to the new accounting system as well as aide in reconcile the project (deal) specific detail within the different accounts.

The firm was over a quarter behind in cash when started, in May we had yet to reconcile January cash; now we are live in cash.

2015-2018 OLD IRONSIDES ENERGY BOSTON, MA

Tax Associate

Managed the revenue accounting process from the Direct Drilling Entity under Liberty Energy.

Managed outside consultant to aide in the data entry process; approximately $10 million of revenue a month.

Monthly reconciliation of projected revenue versus received revenue.

Found multiple efficiencies leveraging excel to take a process of manual review of 1,000+ pages of data into a system review using software upload/download capabilities.

Responsible all tax aspects of Old Ironsides Energy (OIE)

Preparation of Fund, Management Company and GP K-1s and their estimates; including finding a half million- dollar mistake made by outside tax preparers.

Responsible for debt covenant compliance including tax to GAAP reconciling financials.

Portfolio Cash Flow on a Tax basis to manage Unrealized Business Taxable Income to LPs.

Accounting for the various entities under Liberty Mutual umbrella. Responsibilities included monthly closes, accrual reconciliation, and financials.

Entities included: Direct Drilling (Working Interest) Owner, Private Equity investor, OIE Investing Entity and Equity Partnership Entity

Member of team working with Liberty Energy’s outside tax preparers and auditors to ensure Liberty understood and recognized the proper tax attributes and filed their tax information correctly.

Wrote four tax memos on various aspects of the OIE portfolio.

Including a memo on reorganizing the ownership structure of an asset to maintain current tax basis while maximizing the exit potential.

Including memo on the fund’s first exit which had a complicated valuation based off intangible assets and how the character of the income could be characterized with the effects on the LP.

Including a memo on the UBTI analysis with a taxable income forecast and recommendations for mitigating any UBTI for the investor according to the LPA.

Including a memo on the effects of Bridging and taint on the portfolio’s investments.

Wrote up various internal policies including a hedging policy and a fund expense policy with a primer on the allocation and application of the policy. As a new fund there were no internal policies in place, so they tasked me with researching and writing the GAAP and tax issues surrounding the policies.

Worked alongside all members of the OIE family: Directors, CFO, Controller, Associates and Accounting staff. 2007 -2015 TA ASSOCIATES BOSTON, MA

Senior Accountant

● Manage the annual accounting close and quarterly (soft close) reporting, fixed asset close, quarterly subsidiary cost, fund expense analysis, director fee/management fee reconciliation and various travel report and analysis; managed the payable process.

● Prepared quarterly financial statements, including a flux analysis on the income statement.

● Review foreign offices monthly accounts and quarterly consolidation entries including income from subsidiaries and foreign currency remeasurement.

● Led implementation of Concur, a web-based expense system: drastically reduced errors and turned a week-long process into a day long process. Enabled TA to save money switching from detailed audit to control audit.

● Developed idea and layout of the website.

● Oversaw the development of the bridge between our General Ledger and the extract from Concur.

● Created over 30 different reports from scratch for the Reporting functionality.

● Trained over 35 people on finished product use and functionality.

● Led development of Management Reporter Software in Great Plains.

● Built consolidation reports for the subsidiaries, elimination companies and top-level adjustment companies.

● Prepare and file various tax filings including 1099, sales tax, CA & MA property taxes, foreign services surveys.

● Serve as subject matter expert within accounting group for all training related to Great Plains software and Concur.

● Worked closely with all members of the TA family: Partners, Associates, Executive Assistants and all accounting.

● Once TA started implementing travel expenses into the close process for deals I began working side by side with associates on the travel reports for the portfolio companies and similarly as the TA team grew I worked closely with the partners on building travel reports to better identify potential “travel partners” saving the firm money on corporate rates as well as building reports to better evaluate the partners’ investment teams. Retirement Plan Accountant (Co-Invest Entities)

● Created General Ledger entries for buy, sell, dividend, accretion and interest transactions.

● Set up allocation for all transactions and entered into Retirement database.

● Handled capital calls and distributions letters to individuals and their general ledger entries 6/06-8/06 DCE APRILIS, INC MAYNARD, MA

Summer Intern - Bookkeeper

● Managed accounts receivables, accounts payables & cash accounts

● Created monthly cash analysis and purchase order analysis 8/03-1/05 VECTOR MARKETING CORPORATION/CUTCO CUTLERY WORCESTER, MA Assistant Manager

● Assisted in recruitment, training, managing and developing of over 90 representatives in Worcester County area, generating over $265,000 in revenues.

● Assisted in the planning and execution of weekly training seminars, sales meetings and workshops designed to instruct, motivate and recognize sales reps.

Sales Representative

● Rank in top 5% of all time sales reps with career sales of over $16,000, in first week ranking #1 in Greater Boston Office and earned Presidents Club award.

● Generated leads and developed customer base of over 225

● Earned 8 promotions as sales rep obtaining 3rd highest level as a Field Sales Leader Skills ● Proficient in all Microsoft Office products, advanced in Excel (Pivot tables, SumProduct, GoalSeek, All LookUps, ISNA, macros, etc) and Great Plains, QuickBooks, Concur Expense, NetSuite, Vena, Dynamo. Other

Information

● Certified Central Massachusetts Umpire’s Associations

● Two-year captain of high school hockey team and captain of high school baseball team

● Math SAT of 680 and Math ACT of 36

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