Yevgeniy V. Email & Phone Number

Pompano Beach, Fl, Us

Miami/Fort Lauderdale Area

Providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best termsDetermining clients’ needs and financials abilities to propose solutions that suit themPerforming comparative market analysis to estimate properties valueIntermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealingDisplaying and marketing real property to possible buyersCompare a property with similar properties that have recently sold to determine its competitive market priceCoordinate property closings, overseeing signing of documents and disbursement of fundsDisplay commercial, industrial, agricultural, and residential properties to clients and explain their features. Explain technical product or service information to customers. Deliver promotional presentations to current or prospective customers.

Miami/Fort Lauderdale Area

Create monthly, quarterly, semiannual and annual reports which are presented to the board and leadership teamOversee customer surveys for different business lines that Ryder has to offer for different regionsGenerate various reports in Microsoft Excel, Tableau as well as Sales Force Write reports that include actionable recommendationsThink beyond raw data to develop a singular perspective or storyPerform advanced analyses to identify KPIs and drivers of customer behaviorMonitor departmental G&A and A&P spending month-to-month, including review and validation of general ledger chargesAssist VP and occasionally others with miscellaneous analytical, investigative and organizational tasks, including project management/trackingPerform administrative tasks as required including invoice processing, management of purchase orders, etc.

Miami/Fort Lauderdale Area

Involve with all aspects of domestic transaction tax compliance and researchPrepare transaction tax (sales/use, business & occupation, gross receipts, and property tax) returns for monthly, quarterly, and annual filings Interpret and comply with state, local, and international statutes, regulations, and legislations Prepare and assist with, transaction tax auditsPrepare and review indirect tax filings for Ryder System Inc. and related companies.Provide guidance based on research of transaction tax laws and regulationsAssist with the reconciliation of transaction tax general ledger accountsDevelop and implement process improvementsPrepare monthly entries and reconcile accounts for Director of Tax

Miami/Fort Lauderdale Area

Prepared and reviewed financial statements, performance data, and other reporting documents provided to internal and external customers for accuracy in accordance with local GAAP requirements and industry guidelinesSupported the Finance Manager with budget projections, forecasts of fund expenditures, and month, quarter, and yearend financial statementsResearched and analyzed accounting disclosure requirements for new accounting pronouncements and new product types and make recommendations to management on reporting guidelinesOrganized year-end audit process and work with external auditors to resolve issues within the fundsRespond to inquiries and act as a key contact between external auditors, Investment Accounting and Operations (IAO) and USPCS production groupsCalculated required fund distributions keeping GAAP, tax requirements, and portfolio analytics in mindPrepared and reviewed supporting schedules and reconciliations for shareholder reports; as well as various schedules on a periodic basis for the Board of Directors/Trustees and the Audit CommitteeCompiled various regulatory filings and fund product specific schedules that are not produced by the USPCS production teams

Miami/Fort Lauderdale Area

Prepared timely and accurate Net Assets Values, yields, distributions, and other fund accounting output for subsequent review Recorded accurately, and in accordance with the Department policies and procedures, such accounting records as securities positions, corporate actions related, and journal entries Reconciled various accounts, and reviewed reconciliations prepared by others, promptly researching and correcting any variancesIdentified exceptions and problems affecting accounting records and prices, communicating same to management, and assisting in their resolution Assisted in preparing compliance reports, tax returns, financial statements Wrote reports periodically to management on Fund activities and other related issues Researched certain securities in Fund portfolios for the purpose of ensuring proper accounting treatment (such as the nature of distributions, original issue discounts, and international valuations) and compliance with SEC, tax, and prospectus restrictions and limitationsReconciled and distributed reports to/from marketing, separate custodians and investment management

Miami/Fort Lauderdale Area

Responsible for the overall operations of H&R Block Tax office (office visibility, client retention, client satisfaction)Coached and evaluated performance of Tax Professionals Sent out weekly reports and held one on one meetings with each employee based on their performance and goals for the weekMonitored and motivated Tax Professionals and discussed their yearly goals and their standings / reward and recognize employees that have met and exceeded goalsIn charge or scheduling for the office to make certain maximum efficiency and profitability of the officeScheduled training to role play with Tax Professionals to handle difficult and complicated client situationsSupervised, developed, motivated and coached office associates as well as meet and exceed goalsAssisted District Manager in interviewing, recruiting and hiring seasonal tax professionalsPerformed tax professional duties including corporate, partnerships, and individuals returnsEstablished relationships with clients / follow up with clients that had Client Experience Surveys below 90 Percent or for any reason did not complete tax return in the office Contacted all clients with thank you calls as well as any client unsatisfied with the services they have received to help increase office retention

Miami/Fort Lauderdale Area

Prepared federal and state income tax returnsCompleted all aspects of accounting, tax, and audit engagements for clientsExecuted solid understanding of accounting and auditing principles, general tax regulation, technology implementation procedures, etc. relative to individual client assignmentsAssisted in preparation of taxes for corporations, partnerships, individuals, and trustsResearched and helped resolve tax issues using software: BNA, CCH, and RIA; to furnish results to Tax Partners, Tax Directors, Tax Managers as well as clients of the firmUsed software including: ProSystems, CaseWare and QuickBooks to prepare yearly accounting and assist in financial statement drafting for trusts, partnerships, and S-corporations

Developed, planned, analyzed and administered building with a budget of $500KExecuted budget and estimated future financial needs of the associationManaged day-to-day financial operations of the property and resolved tenant complaintsWorked independently, compiling and analyzing data and preparing budged proposalsStudied the budget and inquired about new ways to improve efficiency and increase profits of the associationExamined past budgets and researched economic and financial developments affecting the income and expenditures of the associationInformed the Board of Directors and President of the status and availability of fundsNegotiated vendor contracts, inspected property, and quickly resolved emergency maintenance issuesCreated monthly financial statements and kept financial records for property operations

• Assisted customers with growing and protecting their wealth by advising clients on a range of insurance and investment needs• Offered a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, investment management and helped clients meet their financial goals

Tracked, submitted, and requested reimbursement payments from federal, state, county, and local agenciesAssisted with procurement process, including creating and modifying purchase ordersConducted budget transfers and schedule police officers for overtime details/off duty jobs; balance the off-duty account, account receivables, prepare aging collections reportsProcessed off-duty payroll for the North Miami Beach Police Department, Indian Creek Police Department, and Biscayne Park Department

Emst, Taxation

Bachelor’S Degree, Finance And International Business

Activities and Societies: Phi Eta Sigma National Honor SocietyFinance majors learn how money is raised and invested, how to manage.