Matthew Avery Mba, Qka, Ctfa Email & Phone Number

Leesburg, Va, Us

Leesburg, Virginia, United States

Mclean, Va

•Work directly with senior management to oversee all financial and business planning activities, including: •Oversee business policies and accounting practices, review and analyze financial reports, provide overall financial oversight and monitoring, lead and support organizational budgeting process, transparent presentation of all relevant financial data.•Organizational reporting and monitoring: provide guidance and leadership through management of the metrics and measurement… Show more •Work directly with senior management to oversee all financial and business planning activities, including: •Oversee business policies and accounting practices, review and analyze financial reports, provide overall financial oversight and monitoring, lead and support organizational budgeting process, transparent presentation of all relevant financial data.•Organizational reporting and monitoring: provide guidance and leadership through management of the metrics and measurement reporting process•Manage Operations•Lead strategy review and development. Implement strategic plan and act as change agent across the organization to increase productivity and client satisfaction.•Oversee risk management and legal activities: letters of agreement, contracts, leases, and other legal documents and agreements. •Business insurance: procurement, monitoring and management. •Information Technology: ensure the ongoing maintenance and updating of information systems and infrastructure, including hardware, software, and ASP applications. •Manage Administration and oversight of the human resource function including:•Achieve efficiencies and scale to allow more profitable relationships.•Ensure client satisfaction through robust client retention program.•Define employee roles and leverage employee strengths for targeted projects.•Office management: oversee administrative functions for all office functions, ensuring smooth daily operations of office and equipment.•Recruitment, hiring, and compensation.•Benefits administration and oversight.•Professional training and development, including new employee orientation.•Retention strategies.•Regulatory oversight and legal compliance. Show less

Falls Church, Va

•Assist in the management and oversight of all financial and business planning activities, including: •Oversee business policies and accounting practices, review and analyze financial reports, provide overall financial oversight and monitoring, support organizational budgeting process, transparent presentation of all relevant financial data.•Organizational reporting and monitoring: provide guidance and leadership through management of the metrics and measurement reporting… Show more •Assist in the management and oversight of all financial and business planning activities, including: •Oversee business policies and accounting practices, review and analyze financial reports, provide overall financial oversight and monitoring, support organizational budgeting process, transparent presentation of all relevant financial data.•Organizational reporting and monitoring: provide guidance and leadership through management of the metrics and measurement reporting process•Oversee risk management and legal activities: letters of agreement, contracts, leases, and other legal documents and agreements. •Information Technology: ensure the ongoing maintenance and updating of information systems and infrastructure, including hardware, software, and ASP applications. •Manage Administration and oversight of the human resource function including:•Achieve efficiencies and scale to allow more profitable relationships.•Direct and administer all client relationships, ensure client satisfaction through robust client retention program.•Office management: oversee administrative office functions, ensuring smooth daily operations of office and equipment.•Professional training and development, including new employee orientation.•Retention strategies.•Regulatory oversight and legal compliance. Show less

Mclean, Va

• Define, develop and manage business model to facilitate the successful transition of all new Plan accounts.• Understand, interpret, and draft changes to legal documents including vendor contracts, service agreements, trust agreements, etc. • Design and implement efficiencies, incorporating automation whenever possible. Delineate requirements effectively to systems staff and synchronize data across multiple systems/databases to facilitate successful automated delivery of available… Show more • Define, develop and manage business model to facilitate the successful transition of all new Plan accounts.• Understand, interpret, and draft changes to legal documents including vendor contracts, service agreements, trust agreements, etc. • Design and implement efficiencies, incorporating automation whenever possible. Delineate requirements effectively to systems staff and synchronize data across multiple systems/databases to facilitate successful automated delivery of available features to document portals and other critical resources.• Analyze and interpret all new, conversion, and transfer-in plan requests to ensure accuracy and compliance with current regulations and internal operational requirements. Communicate information to ensure accounts are established accurately and in accordance with all regulations and all non-conveying features are addressed. • Participate in the establishment of policies and procedures along with management, staff, and compliance officer. • Manage the process of plan document production and fulfillment for all new plan accounts and amendments. Ensure provisions are updated on the recordkeeping/database systems. • Establish and maintain beneficial partnerships with outside vendors for the production and mailing of participant and plan level communications. Periodically review vendor contracts and services, renegotiating terms as needed and ensuring competitive rates. • Actively participate in shaping the future of the organization, including developing staff through training, coaching and mentoring and developing processes to support growth of offered products. Show less

Mclean, Va

• Point person for IRS and DOL inquiries. Assist Plan Sponsors with resolving IRS and DOL issues, including providing documentation or speaking with the investigators directly.• Responsible for writing and maintaining the business unit’s policies and procedures. • Assisting Marketing and Plan Development departments to ensure literature and new plan documents are compliant with DOL and IRS regulations, as well as maintaining compliance with internal policies and procedures… Show more • Point person for IRS and DOL inquiries. Assist Plan Sponsors with resolving IRS and DOL issues, including providing documentation or speaking with the investigators directly.• Responsible for writing and maintaining the business unit’s policies and procedures. • Assisting Marketing and Plan Development departments to ensure literature and new plan documents are compliant with DOL and IRS regulations, as well as maintaining compliance with internal policies and procedures. • Analyze all incoming plan documents to ensure plans will have a successful transition. • Work with all departments of the business unit to assist with creating cross-departmental processes to improve efficiencies. • Review documents and agreements while working with internal counsel with an effort to offer new products. Show less

Mclean Va

-Point person for high net worth fiduciary clients.-Report departmental activity to Board of Directors on a quarterly basis.-Prepare and present proposal materials to existing and prospecting clients-Service individual and corporate trust accounts, including complex investment accountings, domestic and international funds transfers, cash flow analysis and monthly investment reporting.-Read and interpret legal documents to ensure accounts are carried out in the manner in which… Show more -Point person for high net worth fiduciary clients.-Report departmental activity to Board of Directors on a quarterly basis.-Prepare and present proposal materials to existing and prospecting clients-Service individual and corporate trust accounts, including complex investment accountings, domestic and international funds transfers, cash flow analysis and monthly investment reporting.-Read and interpret legal documents to ensure accounts are carried out in the manner in which the document dictates.-Meet with clients to discuss cash needs, risk tolerance, and account suitability and assist with the implementation of client investment strategies. -Maintain complex compliance documentation and state banking control procedures for each client relationship.-Review Trust Accounts for annual Regulation 9 compliance reviews.-Prospect existing client base and Networking Events for additional revenue generating business.-Meet with and respond to inquiries from Federal, State and Internal Audit Agencies.-Assess and determine level of risk of each client serviced by the Trust Department.-Series 7 Licensed-Series 63 Licensed (Registered in MD, VA, & DC) Show less

Mclean, Va

-Point person for high net worth fiduciary clients.-Report departmental activity to Board of Directors on a quarterly basis.-Prepare and present proposal materials to existing and prospecting clients-Service individual and corporate trust accounts, including complex investment accountings, domestic and international funds transfers, cash flow analysis and monthly investment reporting.-Read and interpret legal documents to ensure accounts are carried out in the manner in which… Show more -Point person for high net worth fiduciary clients.-Report departmental activity to Board of Directors on a quarterly basis.-Prepare and present proposal materials to existing and prospecting clients-Service individual and corporate trust accounts, including complex investment accountings, domestic and international funds transfers, cash flow analysis and monthly investment reporting.-Read and interpret legal documents to ensure accounts are carried out in the manner in which the document dictates.-Meet with clients to discuss cash needs, risk tolerance, and account suitability and assist with the implementation of client investment strategies. -Maintain complex compliance documentation and state banking control procedures for each client relationship.-Review Trust Accounts for annual Regulation 9 compliance reviews.-Prospect existing client base and Networking Events for additional revenue generating business.-Meet with and respond to inquiries from Federal, State and Internal Audit Agencies.-Assess and determine level of risk of each client serviced by the Trust Department. Show less

Coordinated Multi-State Payroll for a corporation of 6 subsidiaries of about 380 Employees.Ensure proper setup of employee benefits deductions, taxes, direct deposits, social security, and user access to timesheet software.Coordinate benefits: 401k and Deferred Compensation Plan and other benefit plans.Run and Analyze reports. Report to and work closely with Executive Management on issues of overtime, rates of pay, etc.Provide information to internal and external auditors, as well… Show more Coordinated Multi-State Payroll for a corporation of 6 subsidiaries of about 380 Employees.Ensure proper setup of employee benefits deductions, taxes, direct deposits, social security, and user access to timesheet software.Coordinate benefits: 401k and Deferred Compensation Plan and other benefit plans.Run and Analyze reports. Report to and work closely with Executive Management on issues of overtime, rates of pay, etc.Provide information to internal and external auditors, as well as Compliance and Trust departments. Show less

Mclean, Va

-Manage client services team to ensure comprehensive cilent outreach.-Report company business activity and profitability to Board of Directors on a quarterly basis.-Prepare and present proposal materials to existing and prospective clients.-Meet with clients to discuss cash needs, risk tolerance, and account suitability and assist with the implementation of client investment strategies. -Maintain complex compliance documentation and state securities control procedures for each… Show more -Manage client services team to ensure comprehensive cilent outreach.-Report company business activity and profitability to Board of Directors on a quarterly basis.-Prepare and present proposal materials to existing and prospective clients.-Meet with clients to discuss cash needs, risk tolerance, and account suitability and assist with the implementation of client investment strategies. -Maintain complex compliance documentation and state securities control procedures for each client relationship.-Coordinate annual reviews of all client accounts. -Prospect existing client base and networking events for additional revenue generating business. Show less

Master Of Business Administration (M.B.A.), Business Administration And Management, General, High Honors

The core mission of the Jack Welch Management Institute at Strayer University is to provide students and organizations with the proven.

Bs, Legal Studies

Aas, Paralegal Studies