Beruflich Dokumente
Kultur Dokumente
Participating in monthly and quarterly meetings with the upper management team and
business unit leaders as it relates to delinquent A/R review calls and revenue meetings.
Preparing relevant information, analysis, and suggestions
Serve as a liaison from all different department on resolving both internal and external
customer issues within an appropriate action and seeking alternatives when challenges
arise.
Review of ISDA contracts and other capital markets documentation and will provide ad
hoc support to other members Corporate Tax team.
Tax review of new products and services to evaluate the potential impacts to the
Company's tax and accounting positions in all relevant jurisdictions, including
considering the tax impact and suitability requirements for potential clients and
reviewing marketing materials
Ensure compliance with established internal control procedures by examining records
and operating practices
Reviewing and evaluating the impact of any new tax laws, regulations or other
authorities that affect existing products and services and working with the relevant
business units to implement changes to approvals or guidelines necessary to comply
with such new tax laws or regulations.
Work closely with clients throughout the year to ensure client tax liability is minimized.
Consult Clients on Tax Planning and strategies in a way that is accessible and easy for
clients to understand which increased the revenue by 25%.
Lunaire, Inc., New York, New York
2003-2009 Accountant/ System Reporting Analyst
Budget forecasting and obtain agreements with vendors for a better service at a lower
costs which increased the company bottom line by 35%.
Processed and kept records and settlement of trades for the bank loan group
Monitored and reconciled interest payments with the administrative agents, interacted
and communicate with brokers, custodians, fund administrators and loan administrative
agents
Translated sales into production once copies of commitments were received from a
customer
Lead the General Ledger/Budgeting team in preparation and distribution of monthly and
year-end financial statements, monthly analysis and reporting of company-wide
performance
Education:
New York University, Stern School of Business
B.S., Finance/ Accounting 1995 MBA, Finance-Accounting, 1996
Computer Programming Certified 1998 EA/ CPA Certification 2012 - PTIN #
P01682384
Software Experience: Knowledge of IFRS, GAAP, CCH Prosystem FX, Lacerte Microsoft
Word, Excel, Power Point, Access, SAP, Crystal Reports, Hyperion, AS 400, Retail Pro,
QuickBooks, Photoshop, JD Edwards, EDI., Firewall, Visual Basic, TSO, Excel Financial
Reporting, Elite, MS Access, ,Mas200, Epicor, Microsoft 365 Suite, GreatPlains, MS
Dynamics AX (Accounting), Marketplace. Audit Experience. English, Mandarin, Cantonese
and Thai