Tom Rita, Cpa

Tom Rita, Cpa Email and Phone Number

Associate Director of GL Systems, GL Close & Report Writing @ Barings
charlotte, north carolina, united states
Tom Rita, Cpa's Location
Charlotte, North Carolina, United States, United States
Tom Rita, Cpa's Contact Details
About Tom Rita, Cpa

Tom Rita, Cpa is a Associate Director of GL Systems, GL Close & Report Writing at Barings. He possess expertise in close attention to detail, high technical aptitude, crunching numbers, financial statement analysis, motivation and 7 more skills.

Tom Rita, Cpa's Current Company Details
Barings

Barings

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Associate Director of GL Systems, GL Close & Report Writing
charlotte, north carolina, united states
Website:
barings.com
Employees:
1701
Tom Rita, Cpa Work Experience Details
  • Barings
    Associate Director Of Gl Systems, Gl Close & Report Writing (Controller'S Group)
    Barings Jul 2017 - Present
    Charlotte, North Carolina, United States
    Manage the Global Close process, including maintenance of Period Close timeline steps and assignees, hosting of daily close coordination calls, and governing timely sign-offs throughout the close process. Design and implementation of data analysis/integrity controls and review to ensure accuracy and precision of information. Maintenance and review of internal financial statement reporting. System database administrator for the Cadency global reconciliation platform, including review of… Show more Manage the Global Close process, including maintenance of Period Close timeline steps and assignees, hosting of daily close coordination calls, and governing timely sign-offs throughout the close process. Design and implementation of data analysis/integrity controls and review to ensure accuracy and precision of information. Maintenance and review of internal financial statement reporting. System database administrator for the Cadency global reconciliation platform, including review of system-wide account populations, delinquencies, and individual reconciliations. Lead report-writer, including management and completion of work-request tickets for both custom reporting and general Workday finance system requests. Cross-training analysts with respect to various areas within the Workday finance platform.Key Results:-Single-handedly re-built the company's account population database within the Cadency reconciliation platform to restore reconciliation functionality and capability across the global organization-Coordinated and communicated global processes surrounding Period 13/PAJE adjustments and tracking of monthly journal entries for development of key performance indicators with respect to the Month-End Close process-Reversed engineered how the company's Workday finance platform derived dynamic FX translation calculations via custom reporting, which assisted top-level management in further developing hedge program initiatives. Show less
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  • Bank Of America
    Business Analyst (Global Infrastructure Finance Group)
    Bank Of America Feb 2017 - Jun 2017
    Charlotte, North Carolina Area
    Support achievement of business goals by working on complex activities or projects with various organizations within the Bank, including the Global Infrastructure Finance team, Line of Business finance teams, Chief Financial Officer functions, Technology, and others. Contribute to strategic initiatives that create efficiency and reduce complexity in the Bank's business processes. Lead projects and coordinate resources in establishing both self-identified process improvements and implementing… Show more Support achievement of business goals by working on complex activities or projects with various organizations within the Bank, including the Global Infrastructure Finance team, Line of Business finance teams, Chief Financial Officer functions, Technology, and others. Contribute to strategic initiatives that create efficiency and reduce complexity in the Bank's business processes. Lead projects and coordinate resources in establishing both self-identified process improvements and implementing action plans to resolve audit-identified issues. Produce analyses and reporting utilized by Senior Leadership.Key Results:- Worked in an enterprise-level role that provided opportunities to make a positive impact in the larger context of the bank and its priorities- Participated in varied project work that provided exposure to many different parts of the business, business leaders, and leaders on various teams within the Bank- Contributed to deliverables that were utilized by senior business leaders in decision making Show less
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  • Elliott Davis Decosimo, Pllc
    Audit Senior (Financial Institution Group)
    Elliott Davis Decosimo, Pllc Oct 2014 - Sep 2016
    Charlotte, North Carolina Area
    Plan, supervise and perform financial statement audits for clients. Evaluate client's internal control systems and develop recommendations to improve client processes, accounting systems, control structure and procedures, and efficiency. Prepare financial statements, audit reports, budget and cash flow analyses, and special reports for clients. Resolve all open items/issues encountered on assigned engagements. Bottom-line management of assigned engagements and individual productivity… Show more Plan, supervise and perform financial statement audits for clients. Evaluate client's internal control systems and develop recommendations to improve client processes, accounting systems, control structure and procedures, and efficiency. Prepare financial statements, audit reports, budget and cash flow analyses, and special reports for clients. Resolve all open items/issues encountered on assigned engagements. Bottom-line management of assigned engagements and individual productivity opportunities. Delegate work assignments. Provide honest, objective and constructive feedback in timely manner to staff. Serve as a mentor and role model. Recruit new and experienced staff.Key Results:- Planned, supervised, and performed the majority of the Firm’s National Automated Clearing House Association (NACHA) audit engagements for the current year from start to finish.- Performed high quality work on a consistent basis and received minimal review comments on completed work-papers to the extent that my work-papers have been praised by senior management as being “immaculate.”- Obtained diversified and thorough work experience in multiple areas including External Audit, Internal Audit, Compliance, and SEC filings including Forms 10-K, 10-Q and S-4. Show less
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  • Wells Fargo
    Credit Analyst Ii (Government & Institutional Banking Group)
    Wells Fargo May 2011 - Sep 2014
    Charlotte, Nc
    Analyze and interpret financial statements of commercial, governmental and institutional entities including cities, states, not-for-profit organizations and health care systems to monitor and assess the financial condition of current and prospective customers. Prepare reports for Regional Governmental Banking Offices ("RGBO's") that establish financial trends to aid in decision-making. Assist RGBO’s with customer, credit and other inquiries.Key Results:- Started during, and worked… Show more Analyze and interpret financial statements of commercial, governmental and institutional entities including cities, states, not-for-profit organizations and health care systems to monitor and assess the financial condition of current and prospective customers. Prepare reports for Regional Governmental Banking Offices ("RGBO's") that establish financial trends to aid in decision-making. Assist RGBO’s with customer, credit and other inquiries.Key Results:- Started during, and worked through the remainder of, the Wells Fargo/Wachovia merger, which resulted in record levels of production and demand under limited time constraints.- Achieved production and accuracy levels expected of an analyst working 18 months after only 6 months of employment.- Achieved 100% accuracy for 30 consecutive months, derived from pass/fail grading of all completed work items on a monthly basis Show less
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  • Tiaa-Cref
    Tax Intern
    Tiaa-Cref Oct 2010 - Apr 2011
    Charlotte, North Carolina Area
    Assist the tax division with various tasks such as the processing of quarterly estimated tax payments, entry of data into foreign filings, and the analysis of non-complex or dormant corporate income tax filingsKey Results:- Restructured a majority of the division’s tax database and standardized its electronic files for increased efficiency of information use and retrieval- Worked with various tax forms including 1120’s, 5471’s, and 8802’s- Created multiple documents… Show more Assist the tax division with various tasks such as the processing of quarterly estimated tax payments, entry of data into foreign filings, and the analysis of non-complex or dormant corporate income tax filingsKey Results:- Restructured a majority of the division’s tax database and standardized its electronic files for increased efficiency of information use and retrieval- Worked with various tax forms including 1120’s, 5471’s, and 8802’s- Created multiple documents to assist with K-1 information and estimates, unitary filings, provisions, tax accrual, and assigning responsibility for 80 subsidiary companies Show less
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Tom Rita, Cpa Skills

Close Attention To Detail High Technical Aptitude Crunching Numbers Financial Statement Analysis Motivation Higher Education High Energy Level Friendly Personality Commitment To Quality Commitment To Success Highly Ambitious Credit Analysis

Tom Rita, Cpa Education Details

Frequently Asked Questions about Tom Rita, Cpa

What company does Tom Rita, Cpa work for?

Tom Rita, Cpa works for Barings

What is Tom Rita, Cpa's role at the current company?

Tom Rita, Cpa's current role is Associate Director of GL Systems, GL Close & Report Writing.

What is Tom Rita, Cpa's email address?

Tom Rita, Cpa's email address is to****@****ica.com

What schools did Tom Rita, Cpa attend?

Tom Rita, Cpa attended University Of North Carolina At Charlotte, University Of North Carolina At Charlotte.

What skills is Tom Rita, Cpa known for?

Tom Rita, Cpa has skills like Close Attention To Detail, High Technical Aptitude, Crunching Numbers, Financial Statement Analysis, Motivation, Higher Education, High Energy Level, Friendly Personality, Commitment To Quality, Commitment To Success, Highly Ambitious, Credit Analysis.

Who are Tom Rita, Cpa's colleagues?

Tom Rita, Cpa's colleagues are David Carpio, Alexander J. Raborn, Cpa, Sharanya Gundeti, Jennifer Wileman, Dhirendra (Dennis) Shah, Nicola Doling, Janet Sun.

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