Financial Analyst Information Technology

Thomas C. Natale

New Rochelle, NY ***** 646-***-**** **********@*****.***

SUMMARY: Financial Analyst with expertise in managing budgets exceeding $650 million annually, directing a team, and overseeing global IT financial operations.

SKILLS

MS Excel, Access, Word, Outlook, PowerPoint

Lotus Notes, Cognos, PeopleNet, Oracle General Ledger Applications

Tableau, Financial Reporting Cubes, Cool, Budget Applications

EXPERIENCE

McKinsey & Company, Inc., New York, NY January 2002 to September 2023

Financial Analyst – Information Technology Department

●Prepared global Financial Comfort letters for multiple consulting teams through collaboration with office legal, accounting, and proposal teams

●Lead effort to automate the Financial Comfort letters process to expedite from 3 days to 1 day turnaround time and less administrative errors

●Lead financial external audit to coordinate data collection with multiple global administrative and accounting teams

●Managed internal software security audit with in depth software analysis with multiple internal global administrative, accounting and technology teams

●Managed 1 staff member and successfully promoted staff member to Compliance Manager, Equipment Disposal

●Manage shared cost software license and hardware maintenance allocations for McKinsey IT department globally ($250m annually)

●Oversee IT accounting related to global VoIP phone system, HDVC video system and other IT equipment implementation to efficiently and accurately record onto office management and tax books

●Budget and financial analysis subject matter expert regarding activities for McKinsey IT departments local US ($400m+) and outside US ($250m+)

●Lead and supported year-end budget preparation processes for IT organization

●Generated and distributed monthly IT financial summaries for McKinsey’s global IT department

●Designed and prepared ad hoc expense analysis as requested by IT Management

●Managed analysis of expense reports (WIPS), maintain department code structure and expense charge code structure

●Lead and supported the integration of IT financial reporting and analytical activities with Director of IT Finance and Accounting

●Provided analysis and input for Key Performance Indicator (KPI) reports annually

Taxation Advisor January 1999 to December 2001

International Transfers Tax Department

●Implemented the firm’s tax equalization policy as it applied to international transferees:

●Designed and utilized accounting software to calculate actual and hypothetical tax rates for transferees, prepare and communicated to transferees their annual tax analyses (settlements)

●Computed hypothetical tax scenarios outlining payments transferee would have made in both domestic and international sectors of company

●Trained the firm’s mobility coordinators and accounting administrators on tax equalization and accounting methodology in keeping with the company’s updated lump-sum mobility policy

●Educated international transferees on the firm’s tax equalization policy

●Responsible for the analysis of the firm’s tax loans made on behalf of transferees with the goal of

calculating tax gross-ups for the forgiveness of these loans when assignment was completed

●Identified the most advantageous individual and corporate rate of taxation for the delivery of mobility allowances

●Prepared payroll and tax transfer arrangements memoranda to include hypothetical tax rates, actual income and social withholding instructions, and payroll office

●Consulted with external tax advisors to determine the propriety of the firm’s worldwide tax reporting positions for transferees

Mobility Analyst - Human Resources Department January 1997 to December 1998

●Served as primary contact for 65 worldwide payroll accountants and mobility administrators and support approximately 500 expatriates annually

●Trained worldwide payroll accountants and mobility administrators to properly use mobility general ledger accounts and mobility project codes

●Produced quarterly statements and audit trails to reconcile payroll and mobility payments

●Monitored payroll and mobility payments on a current calendar year basis to identify cost-saving adjustments to the Firm of approximately $250,000 annually

●Monitored and calculated pension plan and child benefit allowance cash make-ups

Mobility Administrator – Human Resources Department January 1995 to December 1996

●Served as an internal consultant to worldwide mobility administrators and transferees

●Provided support to transferees while maintaining the integrity of a solid worldwide mobility policy

●Provided support and coordinated with compensation, personnel, tax, finance and benefits departments

●Trained local office mobility administrators to interpret the mobility policy

●Facilitated and coordinated financial aspects of employee moves

●Calculated cost of living allowance, housing allowance and exchange rate differentials

Senior Payroll Accountant – Finance Department April 1989 to December 1994

●Trained, developed and supervised International Payroll Accountants

●Coordinated year-end W-2 reporting for McKinsey worldwide locations

●Supervised month-end closing, consolidation and distribution of McKinsey worldwide payroll reports

●Supervised preparation of firm’s payroll, payment of taxes and annual W-2 reporting of wages

●Coordinated administration of monthly U.S. taxes withheld from worldwide offices

●Supervised preparation of Amsterdam/Belgium partner payroll

●Coordinated Eastern European payroll issues in Germany, Russia, Czech Republic

Prudential Bache Securities, New York, NY

Product Line Accountant – Finance Department July 1988 to March 1989

●Adjusted the firm’s inventory system to properly reflect the true profit or loss of numerous accounts

●Prepared financial statements and reports within the International Trading Department

●Generated monthly capital charges, aged inventory reports and monthly operating reports

EDUCATION:

Pace University, New York, NY

The Lubin School of Business Administration / Bachelor of Business Administration - June 1988

Major: Business Management - GPA: 3.5

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