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Click here or scroll down to respond to this candidateCandidate's Name
New Rochelle, NY Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLESUMMARY: Financial Analyst with expertise in managing budgets exceeding $650 million annually, directing a team, and overseeing global IT financial operations.SKILLSMS Excel, Access, Word, Outlook, PowerPointLotus Notes, Cognos, PeopleNet, Oracle General Ledger ApplicationsTableau, Financial Reporting Cubes, Cool, Budget ApplicationsEXPERIENCEMcKinsey & Company, Inc., New York, NY January 2002 to September 2023Financial Analyst Information Technology DepartmentPrepared global Financial Comfort letters for multiple consulting teams through collaboration with office legal, accounting, and proposal teamsLead effort to automate the Financial Comfort letters process to expedite from 3 days to 1 day turnaround time and less administrative errorsLead financial external audit to coordinate data collection with multiple global administrative and accounting teamsManaged internal software security audit with in depth software analysis with multiple internal global administrative, accounting and technology teamsManaged 1 staff member and successfully promoted staff member to Compliance Manager, Equipment DisposalManage 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 booksBudget 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 organizationGenerated and distributed monthly IT financial summaries for McKinseys global IT departmentDesigned and prepared ad hoc expense analysis as requested by IT ManagementManaged analysis of expense reports (WIPS), maintain department code structure and expense charge code structureLead and supported the integration of IT financial reporting and analytical activities with Director of IT Finance and AccountingProvided analysis and input for Key Performance Indicator (KPI) reports annuallyTaxation Advisor January 1999 to December 2001International Transfers Tax DepartmentImplemented the firms 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 companyTrained the firms mobility coordinators and accounting administrators on tax equalization and accounting methodology in keeping with the companys updated lump-sum mobility policyEducated international transferees on the firms tax equalization policyResponsible for the analysis of the firms tax loans made on behalf of transferees with the goal ofcalculating tax gross-ups for the forgiveness of these loans when assignment was completedIdentified the most advantageous individual and corporate rate of taxation for the delivery of mobility allowancesPrepared payroll and tax transfer arrangements memoranda to include hypothetical tax rates, actual income and social withholding instructions, and payroll officeConsulted with external tax advisors to determine the propriety of the firms worldwide tax reporting positions for transfereesMobility Analyst - Human Resources Department January 1997 to December 1998Served as primary contact for 65 worldwide payroll accountants and mobility administrators and support approximately 500 expatriates annuallyTrained worldwide payroll accountants and mobility administrators to properly use mobility general ledger accounts and mobility project codesProduced quarterly statements and audit trails to reconcile payroll and mobility paymentsMonitored payroll and mobility payments on a current calendar year basis to identify cost-saving adjustments to the Firm of approximately $250,000 annuallyMonitored and calculated pension plan and child benefit allowance cash make-upsMobility Administrator Human Resources Department January 1995 to December 1996Served as an internal consultant to worldwide mobility administrators and transfereesProvided support to transferees while maintaining the integrity of a solid worldwide mobility policyProvided support and coordinated with compensation, personnel, tax, finance and benefits departmentsTrained local office mobility administrators to interpret the mobility policyFacilitated and coordinated financial aspects of employee movesCalculated cost of living allowance, housing allowance and exchange rate differentialsSenior Payroll Accountant Finance Department April 1989 to December 1994Trained, developed and supervised International Payroll AccountantsCoordinated year-end W-2 reporting for McKinsey worldwide locationsSupervised month-end closing, consolidation and distribution of McKinsey worldwide payroll reportsSupervised preparation of firms payroll, payment of taxes and annual W-2 reporting of wagesCoordinated administration of monthly U.S. taxes withheld from worldwide officesSupervised preparation of Amsterdam/Belgium partner payrollCoordinated Eastern European payroll issues in Germany, Russia, Czech RepublicPrudential Bache Securities, New York, NYProduct Line Accountant Finance Department July 1988 to March 1989Adjusted the firms inventory system to properly reflect the true profit or loss of numerous accountsPrepared financial statements and reports within the International Trading DepartmentGenerated monthly capital charges, aged inventory reports and monthly operating reportsEDUCATION:Pace University, New York, NYThe Lubin School of Business Administration / Bachelor of Business Administration - June 1988Major: Business Management - GPA: 3.5 |
