Daniel Ruble Email & Phone Number

Middleton, MA, US

Andover MA

• Responsible for the design, development, testing, and delivery of a tax software solution which automates back office processes for document due diligence, tax withholding, and tax reporting. The product mainly.
• Work alongside industry subject matter experts to monitor the ever-changing tax code and create logic for our systems to comply with new regulations.
• Manage relationships with clients and strategic partners. This includes strategic planning, process improvement, statements of work, and project management.

Boston MA

• Worked amongst industry leaders to develop new enterprise software solutions. This involved soliciting requirements from our internal subject matter experts, clients, and technology team.
• Authored software documentation comprising of business requirements, user guides, UI specifications, API specifications and marketing materials.
• Led implementation efforts to ensure successfull delivery to the client. Provided training and support to our client’s business and technology teams.

Boston MA

• Provided TEFRA and IRS §1441 tax remediation services to large financial institutions most of which were under IRS audit.
• Performed audit of all financial transactions and make determination if appropriate tax withholding took place. Prepared the final remediation document for the IRS which provided an audit history of all transactions.
• Helped client create new internal policies in compliance with tax code. Processes involved new client onboarding as well as tax withholding and reporting procedures.

Boston MA

• Provided client with daily performance feedback for a variety of fixed income and private equity portfolios.
• Benchmark funds and securities according to fund strategy ensuring accurate rates of return.
• Created models/benchmarks for the Client/Fund Managers to review.

Masters Of Finance

Business Operations Management