Experience

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  Morgan Stanley

  • Baltimore, Maryland Area

  • Director, Business Management

    • Jun 2010 - Oct 2017
    • Baltimore, Maryland Area

     Created internal management reporting to support global and regional senior management including financial and headcount reporting and budgeting and forecasting for a $320 million budget and 2000 resources globally. Researched, developed and deployed fully automated processes through Microsoft SharePoint to streamline four separate workflows including: offer approval, transfer, termination and job title change tracking. After piloting and testing, the tools were adopted by the Global Operations team improving reporting accuracy and accelerating decision making processes.  Executed Resource and Non-Compensation planning, post budget storyboard collaboration, and financial variance analysis. Engaged in internal and external stakeholder discussions including preparing business analysis metrics for Chief Operating Officer. Participated in various adhoc divisional work, risk management and coordinated across different operations areas, HR and IT.

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  Sleep Solutions Inc.

  • Glen Burnie, Maryland

  • Accountant consultant

    • Jan 2010 - Jun 2010
    • Glen Burnie, Maryland

     Support senior level accountants on year-end audit preparations. Prepare journal entries and balance the trial balance.  Prepare and reconcile balance sheet accounts and update departmental accounts upon new activity.  Perform account reconciliations and analysis using Great Plains accounting software. Prepare documentation in support of external audit. Reconcile outstanding checks on bank statement.  Update schedule of accruals and liabilities.  Assist senior management in development of standardized reporting by creating advanced Excel documents.

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  Aerotek

  • Hanover, MD

  • Assistant Controller

    • Mar 2007 - Feb 2009
    • Hanover, MD

    -Maintain 10 field offices that consist of 92 sales teams on a daily basis.-Analyze and negotiate Client contracts for Aerotek field offices to ensure they meet Aerotek’s terms and liability requirements to ensure profitability.-Analyze 10+ field office Financial Statements monthly to manage and maintain overall costs and profitability and ensure all costs are appropriately recorded and properly billed or burdened.-Ensure that the company maintains its profitability byenforcing operational accounting procedures.

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  Investors Bank & Trust

  • Partnership Tax Analyst

    • Mar 2006 - Jan 2007

    -Calculate year end excise tax distributions. Prepare quarterly tax allocations and estimates for Onshore, Offshore, Manager and Direct funds. -Determine allocation of income, expense, capital gains and losses to 6+ partnerships.-Research and analyze book/tax adjustments (M-1’s).-Prepare Corporate Actions for Exchange Funds and REIT tax work papers.-Gather strike prices and gain/loss reports throughout the year to prepare for QCCO and straddle analysis.

  • Senior Custody Accountant

    • Nov 2005 - Mar 2006

    -Train and oversee 8+ Custody Accountants. Conduct periodic audits. -Research and assist in processing more difficult transactions and discrepancies. -Generate and review standard reports. Process trades, corporate actions, cash, expenses, CAP stock of any other transaction related to the price of the fund

  • Mutual Fund Accountant I & II

    • Aug 2004 - Oct 2005

    -Manage 12+ mutual funds. Account for daily transactions including: tracking net asset value and distribution rates, calculation of monthly savings interest, reconcile capital calls and net distributions. -Prepare and complete comprehensive Detailed Fund Statements monthly prior to deadlines.