Financial Analyst II

JAN 2010 - PRESENT · 16.6 years

Assist clients in transferring assets into and out of SEI. Reconcile position breaks for mutual funds, equities, and bonds. Process reclaim requests to correct errors during delivery and corporate actions. Approve and document department write-offs due to procedural deviations. Monitor and authorize treasury services for client cash settlements. Coordinate the delivery of charitable gifts while minimizing tax liability. Evaluate processes for efficiency and recommend improvements to management.

Tax Supervisor

JAN 2009 - JAN 2010 · 1.1 years

Prepare tax returns for individuals and small businesses. Maximize deductions through research and analysis. Review returns prepared by junior staff for accuracy.