Thomas Mason Email & Phone Number

Wellesley, Ma

• Trained and mentored junior staff on technical topics and consulting skills while also giving the staff the opportunity to self-learn on the fly• Involved with higher level meetings and initatives with internal and client-based personnel• Delivered EML training to GPS team and received a good response from participants• Continued to expand knowledge of technical skills including Eagle architecture, SQL skills, DB structure, etc.

Wellsley, Ma

• Involved with the Bridgewater Conversion onto the Eagle Platform, mostly in relation to Swap contracts and other derivative types• Worked to enhance the process and find automation capabilities to expedite the conversion process• Gained knowledge into the Corporate Action processing in Eagle and delivered multi-day onsite to training to the BNYM Corporate Action Teams in Pittsburgh and Delaware• Learned detailed knowledge of the Eagle Database Structure and gained significant knowledge on how the product code works in the backend, including SQL logic, stored procedures, etc.• Go to SME on Message Center Code, Panel code, EML code, accounting workflow, etc.• Lead GPS support person for the FINCAD capabilities used in Eagle Analytics• QA test and review all bank related EML items in the monthly EML Releases

Greater Boston Area

Drafted annual, semi-annual and quarterly financial statements as well as BMA filings for PIMCO Cayman Bermuda Trusts – won BBH “WOW” award for client service excellenceReviewed and delivered comments to Infosys on their provided SOI deliverables to ensure a high quality of productionDeveloped and maintained a working familiarity with applicable laws, regulations and interpretations governing financial statements and disclosure for U.S. GAAP applicable clientsMaintained awareness of regulatory changes affecting fundsCommunicated appropriately with the Fund Reporting Supervisor with respect to all timetables and workflow, while communicating with other internal department members within BBH to successfully resolve data accuracy issuesWorked to find process efficiencies and automation where possible to help the financial statements be completed as quickly as possible, while maintaining accuracy and minimizing risk – Example: Improved and centralized the futures exposure calculation for all 48 funds in cycle

Greater Boston Area

Worked on a team of 14 overseeing the daily operations of approximately $140 Billion in assets including fixed Income, equity, and partnership funds Responsible for reviewing all daily activiy on funds including trading activity, corporate action activity, cash settlements, nightly valuation, and final approval of NAV for 15-20 mutual funds each day - (holdings included fixed income, credit default swaps, total return swaps, interest rate swaps, cross-currency swaps, CFDs, swaptions, currency options, FCC’s, commodities, bank loans, options, currency hedging, emerging market bonds, equities)Worked with internal and external teams on producing as-of activity for FYE audits, which included reviewing and closing the ME booksManaged the PIMCO Bermuda I and Bermuda IV 2012 FYE audits which required timely coordination of information and issue resolution between internal groups as well as external groups PIMCO and PWCAnalyzed and improved the Capital Gains Tax process for the PIMCO funds – created the firmwide process for capital gains tax treatment - Won the BBH Leadership award for this projectSuccessfully completed the Foundations of BBH Management training programConducted annual performance appraisals and provided regular feedback based on goals for direct reports

Greater Boston Area

Appointed to help convert the ING new business onto EagleSTAREnsured any accounting-related issues or breaks are reviewed and resolved dailyResponsible for adding new business to the team including fund profiles and share class addsHelped mentor and train new members of the team Reconciled positions and trades to client including fixed income securities, credit default swaps, FCC’s, commodities, bank loans, options, hedging, emerging market bonds, equities Calculated and disseminated the Net Asset Value of the client portfolios in a timely and accurate manner

Greater Boston Area