Robert Mccormack Email & Phone Number

Briarwood, Ny 11435

Responsible for all accounting and financial operations, duties include preparing, processing, monitoring and reviewing all accounts payable’s, receivable’s and financial reports. Ensuring all school assets are properly tracked and accounted for.

Responsible for all accounting and financial operations, duties include preparing, processing, monitoring and reviewing all accounts payable’s, receivable’s and financial reports. Ensuring all school assets are properly tracked and accounted for.Key Accomplishments: Develop and implement sound fiscal policies and procedures, including the collection, safekeeping and appropriate distribution of funds.• Manage all accounting functions.• Handle bank and vendor relations. • Negotiate rental agreements for facilities• Prepare school budget, annual reports, interim reports, and other monthly reports for Principal and Board. • Administration of payroll and payroll reporting.• Monitor and report on the school’s investment portfolios.

As Senior Portfolio Manager &Trader, I handled quantitative equity for Domestic Indices and Exchange Traded Funds totaling $13 billion, rapidly adjusting to changing market conditions and capitalizing on new opportunities. Recognized for in-depth knowledge of financial trading systems, honed research and analysis skills, and successfully guiding cross-functional staff. Traded index futures to ensure proper hedging of daily cash, and prepared/published ETF baskets. Monitored index provider changes, assessed impacts and proposed initiatives bolstering client account performance. Optimized key policies/procedures and identified improvements yielding significant performance gains and cost savings. Key Accomplishments:• Developed and executed tax-efficient portfolio strategies encompassing more than $1.5 billion in assets.• Noted for expertise in managing large program and derivatives trades increasing returns.• Pursued and developed client relationships, and liaised closely with brokers to control costs and implement new trading strategies.• Managed all aspects of equitization program investing idle cash into financial futures, yielding marked account returns.• Created detailed investment performance reviews and communicated frequently with clients and consultants on performance attribution.

As Transition Manager & Derivatives Trader, I delivered superior portfolio transition services for Defined Benefit plans, Defined Contribution plans, Taft Hartley plans, Public Funds, Endowments and Foundation Investment Portfolios. Recognized for strategic financial planning acumen and exceptional communication skills, preparing transition review and detailed cost and benchmark analyses for clients. Traded options and futures for mutual funds, institutional and high-net-worth accounts. Analyzed market trends, identified key drivers, and advised clients based on findings. Devised targeted action plans to address both short and long-term fiscal needs. Ensured full regulatory compliance and played key role in ongoing company initiatives.Key Accomplishments:• Planned and successfully executed more than 300 portfolio transitions representing over $25 billion in assets, equities and fixed income. • Developed highly effective transition strategies for Bank of New York clients, minimized risk, and identified enhancements. • Counseled clients on strategies successfully diversifying and hedging portfolios.

As Client Service Officer & Relationship Manager, I built and maintained relationships with Master Trust clients, successfully managing accounts spanning Defined Benefit and Contribution Plans, Endowments, and Foundations. Gathered broad market intelligence, incorporating it into new and existing product development plans. Solved pressing issues, liaised with cross-functional staff, and ensured full regulatory compliance. Noted for cross-selling expertise.

As Accounting Manager, I led and mentored Master Trust Accounting team, ensuring attainment of strategic objectives. Performed daily audits, calculated NAVs and produced periodic accounting reports. Spearheaded company initiatives and led department-wide process integration efforts. Addressed and resolved group conflicts. Nurtured relationships and delivered key insights to staff and clients.

Bs, Accounting

As, Accounting

Education record