Robert Tanzer, Cpa Email & Phone Number

Palm Harbor, Fl, Us

Palm Harbor, Fl, Us

Clearwater, Florida, Us

• Ensure accounts are accurately stated by supporting the monthly general ledger close process, including journal entries, account reconciliations and corresponding variance analysis for income statement and balance sheet.• Prepare footnote disclosures for financial statements to ensure compliance with authoritative pronouncements. • Recalculate vendor invoices to ensure accurate calculations for interest rate swaps and other debt payments.

Clearwater, Florida, Us

NOTED ACCOMPLISHMENTS:• Developed several models to analyze the impact of ongoing FASB pronouncements. Researched and drafted corresponding footnote disclosures for SEC reporting and white papers to communicate findings to management. Results: 3rd party audits are conducted without exception and high marks are received from independent auditors on the quality of research and analysis.• Created an Excel-based model to account for, track, and project company’s rising healthcare costs based on various scenarios. Result: Management now has a tool that clearly displays healthcare cost drivers, which enables proactivity in managing this key cost center. • Solved the issue of converting from GAAP to IFRS. Company’s vehicles were accounted for as an operating lease under GAAP; however, acquired vehicles needed to be converted to a finance lease under IFRS. Result: Developed a model to directly and successfully address the issue, which was confirmed by a subsequent 3rd party audit.ONGOING:• Ensures accounts are accurately stated by supporting the monthly general ledger close process, including journal entries, account reconciliations and corresponding variance analysis for income statement and balance sheet.• Makes presentations and prepares footnote disclosures for SEC 10-K and10-Q statements to ensure compliance with authoritative pronouncements. • Prepares position papers defining the company’s accounting treatments for new and non-routine activities and GAAP, SEC, and Sarbanes-Oxley requirements. Presents information to company management and external auditors.

New York, Ny, Us

• Facilitated the development and implementation of an automated investment projection system by serving as Subject Matter Expert (SME) on system requirements.• Contributed to an optimal return on a $150B portfolio by producing investment income and asset projections for the investment department and lines of business.• Streamlined the financial reporting processes; shortened timelines and improved data quality while serving as lead business advisor on a project addressing these issues.

New York, Ny, Us

• Reduced expenses by $2.5M during first two years by conducting activity based expense management studies as the foundation for expense performance measurement. • Managed financial reporting to senior management, supporting GAAP and statutory earnings analysis.• Collaborated with actuarial and systems personnel in transitioning the company to financial reporting in accordance with GAAP.• Managed finance team of 4 with responsibilities for expense management, reporting, and analysis. • Completed MetLife’s 3 year management training program.

New York, New York, Us

Manage the accounting, financial analysis and projections for derivative securities including futures, options and interest rate swaps. Collaborate with Portfolio Managers to ensure portfolio results meet financial objectives.

Gb

Direct audit engagements of privately owned companies as well as Fortune 500 clients. Design audit programs based on review of control environment and risk factors. Recommend improvements to internal controls resulting in improved operational effectiveness.

Des Moines, Iowa, Us

Perform Internal Audit reviews and special projects in Security Services and Corporate Trust. Identify, report and recommended improvements for numerous issues and follow up outstanding issues to completion.

Master Of Business Administration (Mba), Finance

Master Of Science (Ms), Accounting

Bachelor Of Business Administration (B.B.A.), Accounting