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Mark Samuelson is listed as AVP, Sr. Manager, Fund Reporting at MFS Investment Management, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at mfs.com and a matched LinkedIn profile for Mark Samuelson.
Mark Samuelson previously worked as Senior Manager at Pricewaterhousecoopers Llp and Supervisor/Investment Administrator (FMTC now Fidelity Institutional Asset Management ) at Fidelity Investments. Mark Samuelson holds Mst, Taxation from Villanova University.
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AeroLeads found 1 current-domain work email signal for Mark Samuelson. Compare company email patterns before reaching out.
Financial services industry professional proficient in technical financial reporting, project management, problem solving and information processing for asset managers.Specialties: Technical accounting research, regulatory filings, fund audits, controls examinations
Listed skills include Auditing, Financial Reporting, Internal Controls, Financial Analysis, and 13 others.
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Boston, Massachusetts, Us
Annual and semi-annual financial statement reporting, including all aspects of SEC filings: N-PORT, N-CEN, N-MFP filings within fund treasury operations. Filings under CFTC/NFA reporting requirements. Review of SICAV financials in accordance with Luxembourg GAAP and review of Australian and Canadian investment trust financials under IFRS.
Gb
Manages and develops testing approach, coordinates multi-office engagements for registered investment companies under the 1940 Act and complex private equity investments, with numerous mezzanine partnerships and foreign joint ventures, including all aspects of compliance with investment company accounting standards and the IRC, resulting in no audit deficiencies noted by related PCAOB or peer reviews. Provides technical accounting advice for large manufacturing company. Drafts technical accounting policy papers, including support for accounting decisions surrounding the application of ASC 715-20 (FSP FAS 132(R)-1), ASC 715-30 (FAS 158), ASC 820-10 (FAS 157 and ASU 2009-12), ASC 250-10 (FAS 154), ASC 740-10 (FIN 48), ASC 946-210 (AAG INV-1/SOP 94-4-1), resulting in 100% timely application accounting policy with current and evolving reporting standards. Serves as subject matter expert for investments held by ERISA plans, including development of course materials, roll-out of firm methodology, design and development of firm's audit program over plan investments. Directs SSAE16 controls testing for a mutual fund transfer agent, a defined contribution recordkeeper and trust operations business unit. Results in fully overhauled controls report, to more clearly and directly address the control objectives. Develops value added recommendations for delivery to client management, and immediate implementation. Designs entire Sarbanes/Oxley risk-based testing plans for large, complex and unique integrated audit for funds subject to the 1934 Act. Culminating in a successful implementation of SOX and resulting in an audit program used through the firm's investment management practice. Seeks and assumes internal firm designation with responsibilities to develop, overhaul and implement the firm's audit practice quality control initiatives. Results in 300% improvement in audit quality testing scores, throughout the practice.
Boston, Ma, Us
Review and management of accounting staff, with complete daily reporting on several commingled investment pools. Developed controls for use in internalizing our daily NAV calculation. Continued monitoring of internal control weaknesses and development of control enhancements. Coordinated with pricing, corporate action and client service groups to improve efficiencies. Prepared funds for conversions and annual audits. Delivered performance feedback, while allocating merit and bonus compensation. Prepared monthly financial statements for foreign equity and fixed income portfolios within large and complex retirement funds. Successful conversion of financial information to a new integrated accounting software platform. Worked on international and domestic trade settlements desk. Tracked market values and trade date cash with a daily environment. Identified, researched, analyzed the impact of all discrepancies. Ensured the integrity of external and internally generated reporting.
Maintained general ledger at the national headquarters. Performed detailed account analysis and reconciliations. Prepared monthly financial statements, in compliance with FEC reporting requirements. Designed and implemented internal control procedures. Responsible for cash disbursements. Logistical support for field operations.
Cranberry Township, Pa, Us
As a contractor, tracked manufacturing material and labor costs for an integrated job shop. Produced various production schedule/cost variance reports, as well as estimates to complete analysis. Maintained fixed asset inventory. Responsible for asset disposition and capitalization. Coordinated annual capital investment plan. Created annual five-year capitalization forecast. Monitored individual appropriations on a monthly basis.
San Francisco, Ca, Us
Played a support role in statistical and financial data analysis for a large insider trading case, including detailed study of mergers and acquisitions. Collaborated in the development of an economic model for a major patent infringement suit.
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Mark Samuelson works for MFS Investment Management.
Mark Samuelson is listed as AVP, Sr. Manager, Fund Reporting at MFS Investment Management.
AeroLeads has found 1 work email signal at @mfs.com for Mark Samuelson at MFS Investment Management.
Mark Samuelson is based in Boston, Massachusetts, United States while working with MFS Investment Management.
Mark Samuelson has worked for Mfs Investment Management, Pricewaterhousecoopers Llp, Fidelity Investments, Paul Tsongas Presidential Campaign, and Westinghouse Electric Company.
You can use AeroLeads to view verified contact signals for Mark Samuelson at MFS Investment Management, including work email, phone, and LinkedIn data when available.
Mark Samuelson holds Mst, Taxation from Villanova University.
Mark Samuelson is listed with skills including Auditing, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes Oxley Act, Accounting, Mergers And Acquisitions, and Technical Accounting Research.
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