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Driven, focused, and experienced analytical professional with 20+ years of experience in progressive financial analysis, accounting, and legal roles within fast-paced environments. Experienced in performing complex financial analysis, creating technical/legal documentation, and completing internal benefit plan audits. Equipped with a keen ability to manage large-scale projects, implement process improvements, and foster positive rapport with others.
ERISA Plan Audits
Stock Compensation Plans
Attention to Detail
Directly managed both administrative and operational functions within a fast-paced environment with a focus on increasing productivity and efficiency
Utilized superior analytical abilities in order to provide subject matter expertise in regards to employee benefit plans which included public pension plans, both 457 and 401(k) defined contribution plans, and health benefit plans
Maintained legal expertise of HIPAA regulations, open government laws, state/federal labor laws, procurement laws, and regulatory compliance standards
Instrumental in the drafting and negotiating contracts for city vendors/contractors in addition to creating plan documents and descriptions for health benefit plans
Worked closely with senior level management in order to resolve issues related payroll, pension, and OPEB accounting while simultaneously leading benefit plan audits
Played an integral role in beta testing of new technology applications which included Windows 10, Office 365, and electronic signatures
Acted as subject matter expert in regards to a variety of employee benefit programs which included stock-based compensation plans and executive compensation
Provided guidance related to GAAP rules/regulations, coordinated ERISA plan audits in order to substantiate tax status representations, and completed speaking engagements on a regular basis
Additional Experience Includes
Manager, Compensation and Benefits Business Services-Grant Thornton LLP
Compensation Consultant, Human Resource Advisory Services-Coopers & Lybrand LLP
Consultant, PartnerSource, Inc.
Associate, Human Resource Consulting-Ernst & Young LLP
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National Association of Stock Plan Professionals Annual Conference (2001) 3 presentations Congress is from Mars...FASB is from Venus; Designing and Implementing Customized Stock-Based Compensation Arrangements; Family Law Issues in Stock-Based Compensation
National stock option seminar series held in 10 cities -- Stock Options for Privately Held Companies The Secret to Attracting and Retaining the Talent You Need to Succeed
National Center for Employee Ownership Workshops held in several cities Accounting Issues Associated with Stock Options; Designing Stock-Based Compensation Plans
E-Trade Business Solutions Conference Various topics
National Center for Employee Ownership National Conference Accounting for Stock Options
Executive Enterprises Stock-Based Compensation Are you using the right plan?
Association for Corporate Growth Conference Stock Option Plan Designs
Society of Human Resources Management, Atlanta Current Trends in Stock-Based Compensation
Certified Employee Benefits Specialists, Dallas How to Design and Implement Stock Option Plans
WEB, Dallas Chapter The New Accounting Rules for Stock Options
Dallas Benefits Society The New Accounting Rules for Stock Options
National Association for Stock Plan Professionals Accounting for Stock Options
Intrust & Deloitte & Touche Seminar Executive Compensation
SEC Institute Tax and Accounting Issues Related to Stock Options
WealthCounsel Stock Option Plan Design and Implementation
Accounting for Employee Stock Purchase Plans Published by National Center for Employee Ownership as Chapter 3 in a book about Employee Stock Option Plans
Deferred Stock Option Gains How It Works
Accounting for Stock Options various articles and outlines
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Hiring Agent Name
I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, my professional qualifications include several years of experience in both financial analysis and legal roles which include a background in completing in-depth benefit plan audits, analyzing financial data, and negotiating detailed contracts. In addition, I have a strong background in maintaining productivity and efficiency within a fast-paced environment.
To complement my professional experience, I also possess stellar interpersonal and communication skills with an impressive educational background which includes a Doctor of Jurisprudence degree along with a Bachelor s degree in Accounting and Finance with a Minor in Economics.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.
Yyyyyy x. yyyyyy
I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company. Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.
As discussed, my background should translate to dynamic results as a member of your team. In particular, I believe you will find my expertise in (ADDRESS A FEW SKILLS/QUALIFICATIONS/ACHIEVEMENTS RELEVANT TO THE POSITION WHICH YOU DISCUSSED DURING THE INTERVIEW) vital to your immediate and long-term objectives.
Should you have any additional questions, or to further discuss this opportunity, please feel free to contact me at your earliest convenience. Again, thank you for the enlightening interview. I look forward to your response and am eager to contribute to your success.
Yyyyyy x. yyyyyy
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