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.• Served as primary point of contact for multinational regulators regarding regulatory reporting and legal disclosures. Provided high-level reporting support to global legal entity controllers, working directly with Regulation W, the Volcker Rule and Basel Capital teams to ensure appropriate reporting and handling of trading structures. • As key member of new product review committee, conducted extensive analysis to ensure structured funding compliance with internal and external finance policies and revenue goals.• Managed team throughout merger of middle-office and finance staff, working to integrate structured finance model into existing Bank of America infrastructure.• Successfully secured client funding to hard-to-fund assets, consistently exceeding division-wide targets.

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.• Completed global FAS157 disclosures, working with quantitative analysts to ensure consistency in reporting procedures across multiple regions.

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 structured products.• 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.