Beth Forbes Email and Phone Number
Beth Forbes work email
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Beth Forbes personal email
Results oriented senior financial executive with extensive domestic and international expertise. Strong foundation built in big 4 public accounting, enhanced by in-depth work experience in organizations of various sizes and stages of maturity. CFO/COO with proven capabilities in building, supervising and overseeing all accounting, reporting, planning and tax functions and in creating tools to evaluate and monitor operational risks and controls. Leader with a strong track record of managing complex projects and multi-disciplinary teams to reshape critical aspects of businesses undergoing significant restructuring, growth and/or transformation. A strong communicator and team builder, with experience building and developing staff and high performance teams.
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Chief Operating Officer - Investment OfficeMichigan State UniversityGreenwich, Ct, Us
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Chief Operating Officer - Investment OfficeMichigan State University Jun 2019 - PresentStamford, Ct And East Lansing, Mi
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Executive Director - Head Of Governance & Controls - Firmwide Indirect Tax OperationsJ.P. Morgan Sep 2017 - Jun 2019Responsible for E2E program management (from strategy through execution) of complex, firmwide governance, control and risk mitigation programs (e.g., FATCA, Qualified Intermediary and Withholding Foreign Partnership Responsible Officer Certifications). -
Executive Director - Firmwide Regulatory Reporting & Analyis (Global Finance)J.P. Morgan Jul 2016 - Sep 2017Greater New York City AreaCCAR CFO Attestation Program Lead - led a large, firmwide team to develop and execute a sustainable program to successfully meet the new regulatory requirements under strict compressed deadlines
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Executive Director - Global Wealth Management - Business Management (Internal Consulting/Coo)J.P. Morgan Sep 2012 - Jul 2016New YorkFiduciary Strategic Initiatives - May 2014 - July 2016 (Program Manager/Lead for Trust and Estate Product Initiatives for Private Banking clients, including developing new product, tax efficient restructuring of complex products, exits and re-pricing)Regulatory Strategic Initiatives - September 2012 - May 2014 [Program Manager/Lead for complex regulatory initiatives including AML/KYC Consent Order (e.g., developed new KYC Standards, Metrics, Risk Assessment, Transaction Monitoring, OFAC/Sanctions Screening, operating model) and Dodd-Frank compliance]
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Senior Director - Finance - Strategic Initiatives & Government RelationsNewasurion Aug 2010 - Dec 2011Greater Nashville Area, TnProgram manager for a complex, large scale corporate legal entity restructuring project to realign the legal entities and business operations of a high growth company into distinct lines of business, resulting in significant tax savings and enhanced system flexibility. Highly complex project that spanned 15 months, impacted over 30 different systems and required a team of nearly 300 employees to execute. Project was delivered on budget and on time and senior management used this project as the benchmark case study for structuring and implementing future complex, change management projects. NEWAsurion is a portfolio company backed by 5 premier Private Equity Firms.Government Relations & Economic Incentives – Directed the Capture, Prospecting and Negotiating of Economic Incentives with various States, Municipalities and Countries to reduce the costs of growth and expansion of investments and operations. -
Cfo Of Newasurion Europe LimitedNewasurion Sep 2009 - Jul 2010Greater Nashville Area, TnInterim CFO during start-up of European Operations:Developed and implemented all Financial, Accounting and Reporting processes for the start-up of the European Operations, including Management Reporting, Budgets & Forecasts, Strategic Planning, External Audits, FSA/Regulatory Reporting, Tax, Revenue & Insurance/Captive Accounting, Supply Chain/Inventory Accounting, Policies & Procedures, and Processes & Controls.Program manager - led the Corporate Finance Teams in the successful launch of two new products / programs in the UK: Handset Protection Business with Virgin Mobile and Extended Service Contract Business with Best Buy Europe
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Cfo / CooGlobalview Capital Oct 2007 - Sep 2009Greater New York City AreaStart-up Global Macro Hedge Fund/Registered Investment Advisor
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Executive DirectorVerizon (Fka Gte) Jan 1993 - Aug 2006Various Finance Roles - Atlanta, Dallas, Stamford (Ct) & NycExecutive Director - Internal Audit (01/04-08/06) - Direct report of Chief AuditorExecutive Director - Strategic Planning, Outlooks & Budgets (07/00-12/03)Director - International Results & Business Analysis (12/97-06/00)Manager - SAP Design Integration (04/97-12/97)Manager - Financial Reporting (11/96-04/97)Manager - Income Taxes (01/93-10/96) -
Senior Tax ConsultantArthur Andersen Llp Jan 1990 - Jan 1993Greater Atlanta AreaInternational tax structuring and planningPartnerships and other flow through structures (real estate/construction and wireless communications)Tax planning and compliance for high net worth individuals and their investment vehiclesCo-authored several articles on the interpretation of new international tax legislation
Beth Forbes Skills
Beth Forbes Education Details
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Taxation -
Accounting
Frequently Asked Questions about Beth Forbes
What company does Beth Forbes work for?
Beth Forbes works for Michigan State University
What is Beth Forbes's role at the current company?
Beth Forbes's current role is Chief Operating Officer - Investment Office.
What is Beth Forbes's email address?
Beth Forbes's email address is be****@****zon.net
What schools did Beth Forbes attend?
Beth Forbes attended Georgia State University, Southern Methodist University - Cox School Of Business, Stetson University.
What skills is Beth Forbes known for?
Beth Forbes has skills like Forecasting, Cross Functional Team Leadership, Financial Reporting, Finance, Start Ups, Corporate Finance, Private Equity, Accounting, Financial Analysis, Strategic Financial Planning, Crm, Internal Controls.
Not the Beth Forbes you were looking for?
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4epath.org, epath.org, hotmail.com, gmail.com1 +144386XXXXX
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1gmail.com -
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2gmail.com, jpmorgan.com
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