Marcus Cuellar Email & Phone Number

La Vista, Ne, Us

Manage accounting operations group. Conduct the performance management process, provide input for hiring and disciplinary actions, and provide hands-on training to staffDevelop periodic goals, organize the work, set short term priorities, monitor all activities, and ensure timely and accurate completion of reportingManage and control various functions in an accounting operations group to ensure a timely and accurate product/serviceProvide technical expertise for new or complex accounts and oversee new accounts on an on-going basis to ensure that client needs are metDetermine most efficient method of setting up or processing accountsAssist client, partners, and staff with complex problem resolution Consult on effective ways to meet client needs or appropriate methods to be used for resolution of errorsInteract with various operations areas to improve processes, oversee software installations, and research processing problems or resolve client inquiriesProvide hands-on training for new staff and on-going training of experienced staffEscalate queries, raised by the accounting team leaders, to various operational groups, in order to get issues resolved before client reporting deadlinesProvide reporting delivery stats to senior managers within C& IS and OperationsTransitions Committee LeaderResponsible for the coordination of New Business Transitions between the transitions processing team and the accounting reporting teams within all market segmentsAttend all New Business kickoff meetings for high level sensitive clients that are being brought into the bankResponsible for the development of the new Accounting Transitions team which is responsible for the accounting transition reconciliationsWork as a consultant for New Business transitions that are outside the normal/standard reporting requirementsServe as the Accounting representative for the corporate wide Client On-Boarding Committee.

Prepared tax products of a sensitive/complex nature to comply with laws and reporting requirements within a specific areaReviewed work of others, provided training and control reporting as neededManaged the workflow of the team of Tax Analysts in order to meet deadlinesProvided on-going training for new and experienced analystsResearched and resolved accounting and tax issuesProvided technical expertise in tax law and regulationsCommunicated with clients and/or partners regarding tax filings and other tax inquiriesResponded to internal/external inquiries from auditors, insurance companies, federal and state tax authorities, accountants, attorneys, and partners on taxation issuesWorked on various software systems within the group

Provided support for the other Section ManagerEscalated queries, raised by the accounting team leaders, to various operational groups, in order to get issues resolved before client reports were dueProvided reporting delivery stats to senior managers within C& IS and OperationsHeld meetings with the accounting team leadersWorked with Special Assets on creating database deadline discrepancies

Manage the workflow of a team of Portfolio Accounting Analysts in order to meet deadlinesProvide on-going training and mentoring for new and experienced analystsCommunicate with both clients and internal partners regarding client portfoliosAudit investment reports and cash statementsResearch and resolve accounting issuesCommunicate with manager regarding the performance of the teamAct as a resource for the divisionWork with peers to create a knowledge database to be used as a resource by the accounting analysts

Resolve discrepancies with partner areas, clients, investment managers or any other outside sourceProvide reports to clients via online and/or hardcopy, by the client deadlineProvide any auxiliary reports to clients such as performance analysis or allocation accounting reportsAssist and serve as a back up to all team members on the floor

Bachelor Of Commerce (B.Com.), Accounting And Finance

Bachelor Of Science, Accounting