Mark Shrivnauth Email & Phone Number

Greater New York City Area

• Managed team of 12 including offshore team; developed plans to ensure resource allocation was directed properly for efficient operational needs in meeting reporting SLA for clients.
• Managed a securities reference database (Taxonomy) that houses over forty thousand securities for tax and debt information from sources: Intercontinental Exchange (ICE) and prospectus filed with SEC.
• Identified potential issues and controlled operational risks and inefficiencies, implemented process… Show more
• Identified potential issues and controlled operational risks and inefficiencies, implemented process improvements and procedural gaps; resulted in 18% reduction in weekly corrections.
• Collaborated with Sales Team, identify and agree on services availability to sell and onboard clients.
• Lead onboarding 1446F and Master Limited partnership subscription process for multiple clients, generating over 600 thousand in revenue

New York

• Managed a staff of four analysts, provided guidance and training.
• Drive process improvements and mitigate risks; implemented Intelligence Process Automation (AI) for improved workflow process, resulted in reduced monthly reconciliation processing by 35%.
• Coordinated compliance testing with business; includes risk-assessments, review of on-boarding process, withholding and reporting for IRS regulations.
• Provided approval of daily withholding remittances to IRS and state tax… Show more
• Provided approval of daily withholding remittances to IRS and state tax authorities. Show less

New York

Develop processes and research tax treatment of complex financial instruments and transactions; monitor key-risk rules and events to ensure compliance for Foreign Account Tax Compliance Act (FATCA),Common Reporting Standards (CRS), UK CDOT requirements and implementation to support the Bank operations along with Capital Markets and Nikko Securities.

Greater New York City Area

• Managed projects across multiple business with vendors to execute complex tax reporting for TIAA products and services in a fast-paced environment. Delivered superior on-time service to clients and tax reporting to.
• Created project plans; ensured technical design captured… Show more Managed projects across multiple business with vendors to execute complex tax reporting for TIAA products and services in a fast-paced environment..
• Created project plans; ensured technical design captured business requirements and tested controls for new processes and modification of systems.
• Coordinator between internal/external partners to develop client communications; vendor file transmission for statement creation and delivery via mail/e-delivery; ensured print specification aligned with contractual.
• Prepared budget estimate for projects, billing/invoices. Monitored project plan performance, prepared metrics for weekly management presentation.
• Expertise on tax rules applicable to U.S. and NRA (foreign), IRS Forms W-9 and W-8 compliance, Forms 1099 and 1042-S, 5498, returns of 941, 945.

Greater New York City Area

• Researched, documented and communicated impact of U.S. and foreign tax regulations (qualified and non-qualified pension plans).
• Coordinated daily valuation of TIAA-CREF multi-billion dollars retirement funds and mutual funds NAVs. Ensured accuracy of funds value
• Verified Fund Reports, performed analysis to Trial Balance and prepared General Ledger adjustments to ensure fund unit values were accurate