Lead budgeting process for 5 natural gas-fired power plants, 1 fuel oil-fired power plant, and associated holding companies; review financial reporting for holding companies; assist with budgeting and financial analysis of other power projects; prepare budget and financial reporting for investments in renewable energy projects and holding company; onboard and maintain hypothetical liquidation at book value (HLBV) tracking models for renewable energy projects; create, maintain, and update power plant budget/investment tracking models; maintain and update corporate tax provision files; and, manage tax compliance engagement with third party tax return preparers.

Lead budgeting process for 5 natural gas-fired power plants, 1 fuel oil-fired power plant, and associated holding companies; review financial reporting for holding companies; assist with budgeting and financial analysis of other power projects; prepare budget and financial reporting for investments renewable energy projects and holding company; onboard and maintain hypothetical liquidation at book value (HLBV) tracking models for renewable energy projects; create, maintain, and update power plant budget/investment tracking models; maintain and update corporate tax provision files; and, manage tax compliance engagement with third party tax return preparers.

Lead budget process for portfolio of 4 natural gas-fired power plants and holding company; prepare financial reporting for holding company; assist with budgeting and financial analysis of other power projects; prepare budget and financial reporting for equity ownership in 3 renewable energy projects and holding company; maintain hypothetical liquidation at book value (HLBV) tracking models for 2 renewable energy projects; and, maintain and update power project tracking models.

Renewable Energy Tax Credits; Wind Energy investments and accounting; Hypothetical Liquidation at Book Value (HLBV) modelling; prepare financial reporting (using Sage100/MAS90) for investments in two wind farms for shareholders; prepare forecasts and budgets; review tax returns, prepare tax provision; assist external auditors with annual financial statement audit.

Low Income Housing Tax Credit fund accounting; Hartford Mezzanine Investors I, LLC/HMI I CRE-CDO fund accounting; Grosvenor Residential Investment Partners I, LP fund accounting; address investor inquiries, assist with cash management, prepare fund financial statements, assist external audit firms with annual financial statements audit, and review fund tax returns. Prepare quarterly internal corporate reporting for SEC, Fed, audit and other regulatory. Proficient in Investran, MAS90, corporate general ledger, and IBM Cognos/TM1.

Address investor inquiries, assist with cash management, and assist with financial statement and report preparation. Proficient in Investran. Hartford Mezzanine Investors I, LLC/HMI CRE-CDO, Grosvenor Residential Investment Partners I

Prepared state corporate and partnership income tax returns, and assisted with federal consolidated return preparation. Worked on state and local, federal and international tax projects including several R&D Credit and FIN 48 engagements. Researched state and local, federal and international tax issues, including nexus, Foreign Tax Credit, §41, §174, and §965 issues. Prepared and maintained budgets for FIN 48 and R&D tax credit engagements.

Corporate state tax return preparation, R&D Tax credit projects, FIN48/ASC 740 projects, and various tax research projects.

Worked on several different projects covering R&D tax credit, property tax study, and payroll tax.

Carried out complete bookkeeping tasks for small businesses and non-profit organizations. Monitored and updated activity in clients’ bank and investment accounts

Built on work from prior year, working with Senior Vice President - Investments to build his Private Client Group business. Developed Market Commentary and Analysis with focus on major domestic economic indicators. Carried out marketing initiatives to find and acquire additional clients. Continued work through Spring 2002.

Worked with Vice President - Investments to build his Private Client Group business from the ground up. Focused on initiatives to find and acquire new clients.