David Mathews Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

Charlotte, North Carolina, Us

Used financial models to project future earnings and profit potential to recognize investment opportunities and pitched multiple courses of action with a risk-return analysis to the CFO for decision making.★ Completed analysis of key financial performance drivers and assess trends. Interpreted data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.★ Built, interacted, and worked with quantitative fundamental research tools and models.★ Analyzed financial data and defined relevant information; interpreting data to determine past financial performance and/or to project financial results.★ Supported Quantitative Modeling / Optimization of developing trade and portfolio construction ideas produced within the Investment Strategy Function.★ Reduced the operational costs of the entity by 12% through effective internal audits and designing, implementing, and monitoring the appropriate internal control protocols.★ Ensured absolute statutory compliance without increasing administrative costs.★ Monitored routine office functions including, daily deposit verification, customer account reconciliation, banking functions, and accounts payable.★ Monitored and approved month end functions including bank reconciliations, inter-company reconciliations, and assists in preparation of month-end financial statements.★ Calculated and remitted direct and indirect taxes.★ Led and assisted industry seminars and meetings.★ Served as editor for the firm’s quarterly newsletter.★ Represented the firm on various forums and professional meetings.★ Active in firm activities, including study circles and clubs.

Led team to conduct statutory audits of various companies including Publicly Traded Companies (Registrant).★ Negotiated waiver of fines and penalties due to various statutory authorities on behalf of clients.★ Led teams for the internal audit of companies from various industries including information technology, finance, manufacturing, and service sector.★ Provided training to associates based in Dubai for the implementation of Indirect taxation compliance procedures and conducting an internal audit.★ Analyzed Non-Performing Assets, credit defaults, and fraudulent operations while performing statutory bank audits. ★ Led multiple audit teams that identified frauds valued at more than $35,000.00.★ Led teams in the incorporation of multiple companies involving foreign direct investment.

Prepared and managed accounting records and bookkeeping files for clients from various industries.★ Prepared financial statements, regulatory reports, and reconciliation statements for clients.★ Performed ledger scrutiny, direct and indirect tax reconciliation, inventory verification, fraud analysis, and various audit procedures for clients from various industries during both statutory and internal audits.

Chartered Financial Analyst, Level 2 Candidate

Chartered Accountancy - Level 3 Candidate

Bachelor'S Degree, Accounting And Finance

Education record