Financial Analyst with 10+ Years Finance Expertise
Resume:
Zachary Misewicz
**** ******* *****, ****** ***** NC 28709
*********@*****.***
Accounting/Finance Professional
Detail-oriented, energetic Accounting/Financial professional. 10+ years experience in finance, accounting and taxes with an emphasis on Operations, Administration, Analyzing, Reconciling and Interpreting financial, administrative, institutional and individual functions and processes for Corporate, Government, Small Business, and private/individual clients. Proficient in managing and processing tax data and tax returns for all Corporate, Small Business, and Individuals. Proficient in administration/analysis of financial data/records and the processing of payroll, tax returns, AP/AR, and financial investment strategies. CORE COMPETENCIES
● Tax analysis
● Financial analysis
● Accounting
● Financial Markets
● Banking industry
● Operations
PROFESSIONAL EXPERIENCE
Officer, Operations Senior Analyst Bank of America Charlotte NC October 2017 - April 2025
● Managed all aspects of the Global Operations for Hedge Fund, High-End Mutual Funds, Foreign and Proprietary Funds, to include setup, money movements, subscriptions and redemptions, client reporting and oversight.
● Provided Operational support and guidance for Global Operations regarding the Institutional Client Stock Repurchase Institutional, Mexican and South American Operations, Canadian Operations, and Local Municipalities and various other Foreign Operations
● Processed trade and wire approvals up to 250 million
● Designed, Maintained, Prepared, & Reviewed Reconciliation Processes for Global Securities Operations trade flows
● Escalated issues to management/risk as necessary
● Substantiated and attested to subledger and general ledger balances
● Participated in tactical and strategic initiatives related to assigned Reconciliation process flows Financial Analyst Mountain LTD - Liberty Mutual
Charlotte NC September 2016 – October 2017
● Under guidance prepares standardized and ad hoc reports and/or journal entries in a timely, accurate and efficient manner. Presents findings to Supervisor. Under guidance supports financial and operational planning, projections and budgeting processes, including data management (i.e. gathering and input of data), analysis and reporting. Identifies and works to help resolve issues as they arise.Responsible for executing financial controls. Follows risk management and quality compliance processes to include quality control compliance (i.e. OFAC, attestation). Follows safeguards to protect company assets and ensure compliance with Corporate and Company procedures. Actively participates in department and/or cross-functional projects of low scope. Identifies, develops and maintains efficient, cost effective, processes, controls and data management.
Tax Consultant Self Employed
Champaign IL Oct 2015 - August 2016
● Provide income tax planning, advice, and preparation for business and individual clients.
● Provide additional business planning advice as necessary CFO/Financial Manager Bell Lines LLC, Charlotte NC May 2015 – Sep 2015
● Establish company’s daily cash position, ensuring sufficient funding of disbursement accounts
● Prepare and manage the daily and monthly cash forecast, analyze, understand and improve variances
● Maintain integrity of accounts payable database in terms of vendor master files and historical payment data
● Provide fleet administration to include Payroll, Tax management, Inventory management and Logistics.
● Review costs, prices, expenses and revenues and makes recommendations to senior management; delivering commentary and demonstrating proficient use of repeatable processes while ensuring deadlines are Revenue Officer Dept of the Treasury/IRS, Charlotte NC February 2010 – March 2015
● Conducted research and analysis of finances/taxes for Corp, Small Business and Individuals
● Met face-to face with taxpayers and representatives to resolve tax issues
● Thorough knowledge of tax code and tax law
● Team oriented, Strong analytical and problem-solving skills
● Worked with Federal, State, and local agencies in collecting delinquent taxes. EDUCATION
Bachelor of Science in Finance
Metropolitan State University of Denver – Denver, CO 2002 TECHNICAL SKILLS
Proficient in Microsoft Office suite: Excel, Word, Power Point, Outlook, Access. Proficient in DTCC, Broadcort, Citi, BNY Mellon, and many Bank of America programs and processes. In house tax software for the IRS. Quickbooks, PeopleSoft and Peachtree accounting software.
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