Reginald Poole Email & Phone Number

Maryland, United States

United States

• Serve as a technical advisor to Wells Fargo’s Technology department to develop system automation for bond liquidation processing including creating a process workflow chart, user interface and system testing • Coordinate with external auditors annually to provide information to assist with the various phases of auditing• Collect, review and oversee communication of financial statements requested by auditors and external stakeholders requesting data or payment information • Responsible for ensuring reliable federal tax reporting in accordance with applicable laws and regulations• Establish, review, and maintain departmental internal controls for efficient operations• Analyze and interpret financial management reports to aid in resolving financial operations issues• Analyze and reconcile financial data, reports and statements to ensure payment accuracy and communicating details of findings to management and investors in writing • Enhance policy and procedures for bond liquidation processing for more efficient controls within the Tax department• Assist internal and external customers to provide guidance and to resolve issues related to bond payments• Developed and implemented an internal control process to enhance department efficiency and reporting accuracy for operational compliance

United States

• Interpreted moderate to complex contractual documentation in an effort to monitor contracts for departmental and company compliance, reporting and administrative responsibilities • Conducted detailed monthly, quarterly and annual payment processing and communicated financial data findings to investors, IRS, auditors in writing• Assisted in the internal audit review function including examination of department procedures, controls and testing of financial and administration processes and system upgrades • Entered, Adjusted, and retrieved financial data and ad hoc reports; to perform reconciliation for payments

United States