Stephen Davis Email & Phone Number

Nashville, TN, US

New York, NY, US

Responsibilities include managing the Professional Employment Organization (PEO) business, Property and Casualty (P&C) Insurance Brokerage business and other various consulting businesses, as well as growing the current client base and providing exceptional customer service to our clients.

Gatlinburg, TN, US

Gatlinburg, TN, US

Responsibilities include generating new Professional Employment Organization (PEO) sales, providing quality customer service for current clients, managing day-to-day commercial and financial operations.

US

Responsibilities include creation and management of the $185 million annual budget. Developing the Board of Directors’ financial packages on a quarterly basis. Reporting the financial position of the Archdiocese of New York on a monthly basis. Supported the CFO on various financial analysis projects.

Abu Dhabi, Abu Dhabi, AE

Responsibilities include managing the financial operations of six stations, supporting over ten cost centers including the commercial sales and airport operations lines of service while adhering to corporate policy. I support multiple lines of service through creating yearly budgets, holding monthly budget meetings to discuss the current financial position.

GB

Responsibilities included consulting a large bank in implementation of the Foreign Account Compliance Tax Act (FATCA). My role included interpreting government regulations that were used to create business processes and procedures which resulted in the creation of a computer system. This process and computer system allowed the company to correctly.

Charleston, South Carolina, US

Responsibilities included assisting the senior trader in researching various companies in order to help the team make decisions on new investments. I also assisted the senior trader in preparing technical analysis for each stock investment.

GB

Responsibilities included preparing federal and state tax returns for real estate companies and private equity firms, while documenting my work through detailed work papers. I also was responsible for assisting the Mergers & Acquisition team in the preparation of a tax due diligence report.

Mount Pleasant, South Carolina, US

Responsibilities included preparing corporate, individual, partnership, and estate federal and state taxreturns while documenting my work through detailed work papers.

Responsibilities included creating a fixed asset system. The creation of the fixed asset system included organizing and tagging all fixed assets, purchasing the correct fixed asset program, creating, implementing and documenting the fixed asset system. I was also responsible for training the employee who would maintain the fixed asset system in my absence.

Macc, Masters Of Accountancy

Bs, Accounting And Business Adminstration With A Minor In Finance