Marcus Cuellar Email & Phone Number

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.

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.

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.

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.

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