Sean Conway Email & Phone Number

Worldwide, Oo

New York, Ny, Us

Gb

New York, Ny, Us

Worldwide, Oo

- Collaborate with human resource business partners at client sites to attain and compile company specific information relating to payroll, geography, and hierarchy which was then diagnosed, surveyed, and interpreted to identify potential qualifying R&D expenditures that would qualify and maximize the R&D credit- Communicated and led formal phone in-person and phone conversations with various department heads at a large technology firm with offices all across the country to better understand their businesses and assess whether or not the expenses within their cost centers would qualify for the R&D credit and then subsequently drafted formal Defense memorandums for departments we determined would be qualified for the credit explaining our rationale and reasoning behind our interpretation of why expenses would be qualified for the research & development credit- Engaged in an innovative and unique statistical analysis study to identify additional qualified research expenditures for a large pharmaceutical client by charting and mapping out their gas and electric utility bills for all of their worldwide locations to identify statistical outliers at scientific lab sites where large deviations from the mean utility bill expense could be picked up as qualified research expenditures and presented these results to management via a formal report

Worldwide, Oo

- Analyzed various clinical research contracts of a pharmaceutical firm to determine which research studies the firm was involved in would qualify for the orphan drug credit vs. the normal R&D credit to create additional tax savings for firm- Analyzed a companies carved-out financial statements on behalf of bank loaning firm money to determine whether or not the structure of the carved-out entities and projected earnings would be able to meet loan payments

New York, New York, Us

- Identified the foreign investors of large multi-national Hedge Fund clients of the firm and then consulted with these funds in order to ensure that they were properly withholding on investment income due to these foreign investors as established by international tax treaties - Analyzed financial data from high-net worth individuals, business owners, and corporate executives throughout the year in order to prepare individual tax returns for clients that would take advantage of all deductions and credits allowed for by both the federal and state tax codes that would ensure client satisfaction and loyalty - Allocated the proceeds of a life insurance policy owned by a legal services firm amongst the different partners in the firm using special allocation percentages as noted in the partnership agreement after the passing away of a partner in the firm led to the policy being collected upon

Basking Ridge, Nj, Us

- Consulted with various business groups within Verizon relating to payment processing to better understand their business models, operations, and costs and then used this information to prepare a detailed business case study that was presented to Senior Leadership on the costs and benefits of continuing to offer existing payment systems as well as the potential costs and benefits of adding new payment systems into the company- Prepared various financial analyses including a DCF analysis with data collected from various internal teams to determine the opportunity costs and returns of implementing new payment systems to benefit both the average costs of processing payments and also the speed at which the treasury department could process and receive payments

Cohoes, New York, Us

- Used the Goldman Sachs PWM Equity Research Platform to complete research on specific stocks that clients were holding to be able to advise them on options on whether to buy, hold, or sell- Prepared, updated, and created income tax projections for clients using Bloomberg BNA Income Tax Planner to ensure that clients were properly withheld on their wages and that they were making the proper quarterly estimated tax payments based on their capital gains to avoid a late payment penalty from the IRS- Prepared a Cash Flow Analysis for clients using a Monte Carlo Simulation based on possible portfolio return to help advise clients on retirement options. - Used a fixed income analyzer to complete a Discounted Cash Flow analysis to price bonds in a laddered bond account.- Created detailed estate plan summaries for thirty high profile clients to upgrade the ease of access for clients and advisors to the analysis of their wills and trusts.

- Grew business into a large and successful company that employed two part time employees, and serviced a large clientele - Reinvested profits and invested the funds into professional grade equipment and supplies- Increased customer satisfaction through a higher quality of service brought upon by upgraded physical capital components and service based training- Utilized social media advertising on Facebook and Twitter to attract new clientele