Harold K. Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

• Completes complex analysis of records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
• Research market sales comparable, rents, real estate taxes and other information necessary to underwrite acquisitions of existing properties and new development opportunities.
• Underwrite and value potential acquisitions. Develop proforma financial models. Suggest deal structures, including debt and equity options. Evaluate project feasibility and risks.
• Evaluate eligibility and competitiveness for various funding sources (LIHTC, CDBG, AHP, etc.).
• Evaluate Section 8 HAP contracts, renewal options, and risks.
• Maintain due diligence checklist, review due diligence documents, and distill critical information for larger project team.

Boston Ma

• Using a variety of applications to process and review Incentive & management fee invoices and supporting documents related to the calculation of fees~500/8 weeks Billing Cycle
• Calculate monthly and quarterly rebates for closed end funds based on NAV
• Derive GST/HST fund taxes for international clients based on audited AUM.
• Review and approve the set-up of IMA from an MFN and invoicing perspective~40/Month
• Complete ad hoc requests from internal and external stakeholders for audit purposes
• Identify and resolve invoicing issues, accounting discrepancies and other financial related issues.

Boston Ma

Everett Ma

• Build relationship with local businesses and members
• Conduct financial assessments on residential/commercial mortgage loan applications
• Open 20 retail/commercial deposit products monthly
• Generate 10 monthly referrals for residential, commercial and consumer loans.
• Support branch sales and business development objectives by cross-selling products and services.

Greater Boston Area

• Receive, digitize, audit and file global insurance applications (100+/week)
• Find and report or fix mathematical problems
• Use proprietary ERP system to collaborate with manager and execute processes

Bunker Hill Community College

• Assisted tax payers as volunteer with Form 13614-C
• Collect paystubs, W2s and other document to prepare 1040 tax form
• Prepared approximately 15 income tax return daily

Master’S Degree, Finance Investment

Bachelor’S Degree, Accounting/Actuarial Mathematics, Senior

Activities and Societies: -Suffolk Case Presentation team Fall 2014 - Dean's list from 2013-Present -McNair Scholar 2014-Present

High School Diploma, General Studies