Kevin Birk Email & Phone Number

New York, NY

• Served as Global Product Controller on behalf of structured trading desk generating annual revenue of $125 million, managing more than $20 billion in annual transactions.
• Oversaw all phases of infrastructure improvement initiatives with budgets of over $200,000, achieving substantial reductions in operational risk while increasing accuracy of financial reporting.
• Contributed to integration of multiple trading systems into single platform, promoting consistency and security of structured trades and transactions valued at over $1.5 billion.
• Supported global legal and accounting operations, working directly with offshore teams across accounting, trading and regulatory divisions while reporting to Director of Finance.
• Oversaw internal operations, working directly government regulators and external auditors to maintain compliance.
• Performed extensive analysis of expenditures and asset classes, signing off on financial reports and balance sheets.

New York, NY

• Oversaw financial reporting and issue resolution for multinational divisions generating over $1 billion in annual revenue, managing more than $50 billion in global assets.
• Conducted global price testing processes while managing New York-based operations, recruiting and supervising newly-formed team to consolidate reporting and issue resolutions across Europe and Asia-Pacific regions.
• Contributed to high-level initiatives impacting multiple corporate entities throughout the U.S, London and Paris, directly managing domestic and overseas staff team handling transactions valued at over $40 million.
• Performed price verification testing against external vendors, working with team of quantitative analysts specializing in price modeling to verify and approve a high volume of financial data.
• Consolidated and reviewed a high volume of global operational data, collaborating with local teams to calculate performance for presentation to senior-level staff.
• Coordinated domestic and international response to operational evaluations including Sarbanes Oxley assessments and external investigations, serving as primary point of contact during Federal/OCC audit.

New York, NY

• Oversaw legal accounting and management reporting of US-based Latin American and corporate secondary credit flow trading including corporate, sovereigns, single name CDS and structured products.
• Managed team of 12 analysts responsible for production of daily and monthly P&L and balance sheet reconciliations, FX monitoring, expense analysis, price valuation testing and ad hoc reporting.
• Served as U.S. Product Controller for all legal, accounting and management reporting across domestic, Latin-American and corporate secondary credit flow trading including corporate, sovereigns, single name CDs and.
• Worked directly with trading, finance and risk management teams throughout all phases of new product launches.

New York, NY

• Managed operational budgets of more than $60 million on behalf of investment firm with over $100 million in annual revenue and more than $15 billion in assets under management.
• Directly oversaw transactions valued at over $300 million, promoting accuracy and security of a high volume of data.
• Performed daily P&L reconciliation/reporting, monthly journal entries, issuer reporting and price verification.
• Worked with technology teams to develop and evaluate automated reconciliation testing systems which were implemented company-wide across cash product trading divisions.

New York, NY

• Contributed to credit reporting and analysis for leading financial management company.
• Consolidated a high volume of revenue reports, expense data, budgeting and forecasting materials for all business lines within US credit trading division.

Greater New York City Area

• As Staff Auditor, oversaw testing of internal controls across various commercial groups.
• Worked directly with senior auditors to present results to audit committee members.