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.• Incorporate all due diligence findings into financial model and underwriting memo, participate in decisions regarding if and how to proceed with project

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.• Streamline processes and procedures for improving operational efficiency of finance reporting and budgeting systems.• Perform Most Favored Nation reviews for existing and prospect clients~30/Month

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