• Lead analyst for Valutec business line. Responsible for analyzing, preparing and summarizing recommendation for financial plan, customer trend modeling and monthly/quarterly P&L forecasting, and risk tracking.• Research and compile merchant data to forecast and prepare annual budget projections for business line• Maintain org chart for 35 employees and 6 cost centers. Forecasting and budgeting for employee travel, annual bonuses, severance packages, leaves, and other various expenses.• Analyze data for QoQ and YoY variances. Prepare reports, with the use of Oracle Hyperion, for management• Host weekly calls with Project Managers to obtain updates on capital and expense project workload and hours• Responsible for all AR aging reports and journal entries.

• Prepare/Review Corporate 1120’s, Partnership 1065’s and State returns to meet needs of specific clients• Responsible for ensuring returns are compliant with federal and state electronic filing requirements• Prepare excel workbooks to assist with the preparation of tax returns • Code trial balance accounts and book M1 adjustment journal entries for Partnership returns• Triage and complete confirmation request for the external audit processForeclosure Review Project•Analyze fact patterns in foreclosure processes and perform testing to assess whether any errors, misrepresentations, or other deficiencies resulted in financial injury to borrowers• Manage team of 6 individuals, complete quality reviews, and report status updates to management• Perform detailed testing of mortgage interest rates based on strict federal guidelines