Supporting the Business Platform Transformation CIO

• Tracking and analyzing financials of $65M of budget in support of a Vice President, creating financial reports to present to the executive leadership team.• Preparing financial models to forecast and analyze monthly/quarterly spend.• Works cross functionally with CIO teams to approve and transfer funds as necessary through different business units.• Worked with CIO business operations team to implement new application total cost of ownership and financial forecasting software. • Manage finance operations team in organized cadence to allocate routine work and address ad hoc requests.• Assist with tracking of key performance indicators related to domain quarterly objectives.

• Manage workforce tracking of 600+ employees, preparing monthly analytics reports to help executive Director gain further insight into our staffing requirements.• Assist with preparation of program area budgets, forecasts, and assist preparation of monthly financial reports to present to executive team.• Created financial model to estimate the IBM Financing IT portfolio of applications costs.

• Prepare tax work papers, tax returns and tour budgets for High Net Worth Individuals, S-Corps, Partnership and C-Corps with focus on clients in the entertainment industry.

• Prepare tax returns for Partnerships, High Net Worth Individuals, S-Corps, and C-Corps focused on clients in the residential real estate industry.

• Prepare tax returns for S-Corps, C-Corps, Trusts, Partnerships, Sales tax and Individuals, with a focus on construction and real estate industries.