Ira Scot Holmes, Cpa Email and Phone Number
Ira Scot Holmes, Cpa work email
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Ira Scot Holmes, Cpa phone numbers
With extensive experience in Accounting, Finance and Capital Markets, I will bring a wealth of valuable expertise to any project. Currently, I am Managing Director of Convexity Consulting Group, LLC, (CCG), a firm providing Accounting and Financial services to clients in the Washington Metro area. I have experience in the private sector, the not-for-profit sector and the federal sector. My skills include forecasting cash, preparing and reviewing bank reconciliations, reviewing payables and collections, debt agreements, capital expenditures and contracts. I have the ability to lead the required monthly disclosure process and to ensure matters are accurately identified and evaluated for internal and external disclosure. My work has included developing and analyzing budgets and budget policy for my clients and suggesting and implementing financial process improvements. I would use this experience to identify new processes and implement the infrastructure and systems needed to support your organization's mission. I have the background and maturity to establish and implement protocols to support effective prioritization, review and financial decisions. My background in financial advisory services has provided me with skills and knowledge in taxation, capital strategy, risk management, asset/liability management, liquidity analysis and control, general ledger and fixed asset accounting. I have the interpersonal skills and professional demeanor needed to establish and maintain solid working relationships with your entire organization, as well as key external entities such as banks and other sources of credit, vendors, clients, external auditors and regulators. Finally, my role as an Adjunct Professor of Accounting has allowed me to become extremely skilled at communicating complex and at times controversial issues and concepts to diverse audiences, a skill that is critical for building trust within an entire organization on financial and accounting procedures.
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Managing Director And OwnerConvexity Consulting Group, LlcSilver Spring, Md, Us
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Managing Director/OwnerConvexity Consulting Group, Llc Jan 2007 - Present• Performing complex performance and strategic financial evaluations of accounting systems and audit programs and Agreed-Upon Procedures reviews of client policies and procedures including the development, formulation and execution of accounting policies and audit management to assess the effectiveness of internal controls, audit readiness and financial reporting. Performing independent review of budgets and budget policy and creating and implementing financial process improvements. • Managing, planning and supervising the work of staff conducting strategic audits and evaluations of client programs using General Accepted Accounting Principles (GAAP), Generally Accepted Government Auditing Standards (GAGAS)/The Yellow Book and American Institute of Certified Public Accountants (AICPA) and Public Company Accounting Oversight Board (PCAOB) auditing standards. • Reviewing and evaluating financial operations and preparing reports describing conclusions and making recommendations to senior management for additional review.• International work in credit underwriting, capital markets, financial services and government relations. • Specific international projects include creating credit due diligence criteria for a group of developing country banks, writing job descriptions and staffing requirements for a large bank’s home finance subsidiary, designing a primary mortgage market seller/servicer guide for a foreign government and establishing secondary mortgage market trading, hedging and settlement procedures for pension investors in a developing country. • Successfully performed multiple audits of client’s operations and procedures using Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS).
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Professor Of AccountingThe George Washington University 2011 - Present -
Professor Of Accounting And FinanceUniversity Of Maryland - University College 2007 - Present
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MemberThe Financial Executives Networking Group, Inc. (Feng) 2004 - 2015 -
Vp/TresLiteracy Council Of Montgomery County 2008 - 2012
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Vice President Global Rates ProductsWachovia Securities, Llc 2004 - 2007• Leveraged established relationships to introduce accounts to Mortgage Derivatives and Structured Products.• Successfully placed Wachovia’s first Whole Loan Hybrid ARM transaction.• Introduced 14 new account relationships to the Wachovia Securities Global Rates platform.• Published daily Rate and Volatility Market Update subscribed to by over 400 readers. -
Director Of Mbs/Abs Acquisition And DistributionGmac-Rfc Securities 2003 - 2004• Responsible for GRS loan acquisitions and dispositions for GRS – Residential Mortgage and Whole loan transactions with Insurance Companies, Asset Managers, REITs and Hedge Funds. • Worked in Structured Transactions Group for GMAC-RFC Securities (GRS); The Group is lead contact for all GRS loan acquisitions and dispositions as well as lead on all GRS - Residential Mortgage transactions.• Managed both internal and external deal relationships including: rating agencies, mortgage insurance companies, surety providers, Fannie Mae, Freddie Mac, Ginnie Mae, external legal counsel, internal legal counsel, the GRS Syndicate Desk, RFC Investor Relations, the RFC Dealer Group and institutional mortgage security investors.
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Director Shareholder RelationsFreddie Mac 2000 - 2003Established and maintained very strong working relationships with Wall Street sell-side equity analysts.• Provided lead review of and critique of analysts’ reports and earnings models.• Performed detail review of draft internal and external financial disclosures, identifying unusual results and potential reporting issues for senior management. • Provided regular business and financial reports to buy-side institutional analysts to influence buy/sell decisions on Freddie Mac stock.• Extensively involved in SFAS 133 disclosure development to insure compliance with reporting requirements.• Identified external audience financial and business information needs; proposed and implemented enhancements to investor communication.• Acted as liaison to Freddie Mac NYSE Specialist and Stock Surveillance firms to monitor any unusual activity in Freddie Mac stock for senior management.• Created “Targeted Investor” database and marketing plan resulting in 15% increase in institutional holding and 25% increase in individual holding of Freddie Mac stock. -
Vice PresidentBear Stearns 1988 - 1993 -
Vice PresidentGoldman Sachs 1985 - 1988
Ira Scot Holmes, Cpa Skills
Ira Scot Holmes, Cpa Education Details
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Accounting -
M.B.A. - Finance/Capital Markets
Frequently Asked Questions about Ira Scot Holmes, Cpa
What company does Ira Scot Holmes, Cpa work for?
Ira Scot Holmes, Cpa works for Convexity Consulting Group, Llc
What is Ira Scot Holmes, Cpa's role at the current company?
Ira Scot Holmes, Cpa's current role is Managing Director and Owner.
What is Ira Scot Holmes, Cpa's email address?
Ira Scot Holmes, Cpa's email address is ir****@****msn.com
What is Ira Scot Holmes, Cpa's direct phone number?
Ira Scot Holmes, Cpa's direct phone number is +130180*****
What schools did Ira Scot Holmes, Cpa attend?
Ira Scot Holmes, Cpa attended Hampton University, University Of Wisconsin-Madison - School Of Business.
What are some of Ira Scot Holmes, Cpa's interests?
Ira Scot Holmes, Cpa has interest in Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, Golf, Home Decoration, Health.
What skills is Ira Scot Holmes, Cpa known for?
Ira Scot Holmes, Cpa has skills like Derivatives, Fixed Income, Capital Markets, Hedging, Swaps, Securities, Mortgage, Risk Analysis, Structured Products, Bonds, Trading, Credit Derivatives.
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