OBJECTIVE:
To secure a challenging and responsibleposition in which my experience and education will have valuable application

QUALIFICATIONS:

Motivated, professional with solid education in Accounting/Financeand several successful years of work experience
Strong analytical and problem solving skills with adaptability to changing methods and environments
Effective team player and independent worker with a great deal of enthusiasm
Detail-oriented with ability to multi-task and prioritize diversified workload in a fast-paced environment
Proficient in Microsoft Office (Excel, Word, Access and PowerPoint)
Familiar with SQL and Database Attributes

EXPERIENCE:

09/2008 05/2012 Confidential,MA
Financial Analyst
Facilitated EMC’ssemi-annual Employee Stock Purchase Plan (ESPP) by working with UBS Financial Services, Inc. and internal departments including HR, Payroll and Legal. Consolidated and reviewed worldwide ESPP files to ensure the accuracy and integrity of data, and solved all kinds of issues in timely manner
Prepared and analyzed quarterly stock taxable compensation byU.S. legal entities; reconciled the variances due to the transfers among different U.S. legal entities and non-U.S. legal entities
Analyzed the tax impacts of post-acquisition stock option activities for APB 25, FAS 123R and FAS 141R acquisitions
Calculated the net excess tax benefits associated with all taxable stock compensation activities and the cash flow impact of APIC Pool
Conducted the payroll reconciliation associated with taxable stock based compensation between UBS reports and W-2/1099 reports. Prepared the supporting files for IRS payroll audits
Reviewed daily foreign currency trading tickets for Sarbanes Oxley Act requirements
Provided schedules and supporting documents as required for international groups and internal/external auditors

05/2006 08/2008 Confidential, MA
Staff Accountant
Prepared journal entries, performed account reconciliations and verified general ledger integrity
Prepared month-end financial statements and performed detailed financial statement analyses
Prepared annual budget, variance analyses and forecasts
Prepared and maintained schedules as required for internal and external auditing
Filed annual tax return for the four housing corporations

05/2005 05/2006 Confidential, Westborough, MA
Investment Accountant
Reconciled investment company cash and portfolio balances to custodian’s daily statement
Processed various accounting transactions including trades, corporate actions, cash, expenses and CAP stocks on a daily basis
Produced accurate ‘Net Asset Value’ forassigned mutual funds in fund accounting system
Compared fund movements to relevant market indices

EDUCATIONS:

MBA with a dual concentration in Finance & Accounting
Graduate of EMC Finance Training Program

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