Consummate logistic consultant firm with 3+ years of experience working in the transportation services industry and 8+ years of consulting experience. Substantiated knack for process improvements; related to both my client's and employer. Vigorously exploring avenues of personal development, industry involvement/creativity, and over all client synergy.
Overview
5
5
years of professional experience
Work History
Consultant
Ryan, LLC
05.2019 - 12.2021
Managed book of 30+ clients providing data cleansing, mitigation of audit fines through scope reduction and B2B state exemptions, due diligence assessments and management, creation of preliminary/final state holder reports, and state payment services
Managed and track client mergers and acquisitions by consolidating filings for accurate report submissions
Assisted clients in their creation of reporting policies and procedures by recommending strategy and best practices to mitigate report errors
Created forecasting analyses for final reports, P&I, and risk assessments; allowing my clients to predict future working capital and cash flow
Compiled research data and give professional presentations, highlighting industry legislation and recommending company optimizations
Developed comprehensive business cases to analyze costs/benefits and ROI for client specific solutions
Devised strategies to improve organizational efficiency and project management
Created data management strategies to coordinate and protect company information
Oversaw state mandated due diligence requirements, ensuring all clients are in compliance with state laws while also leading a team of three processing specialists
Financial Analyst
KEANE UP
11.2017 - 05.2019
Saved two clients $390k+ through voluntary disclosure programs, and by applying neglected exemptions within my first six months of employment
Filed state reports to all 54 US jurisdictions by analyzing data files to reduce client liabilities, consulted with upper-level management of Fortune 500 companies when on-boarding clients and acquiring analytical data, tracked/delivered fluid state laws to clients in simplified terms
Performed risk and penalty assessments for clients by analyzing historical data files related to client's compliance, provided penalty assessments and state audit defense procedures, and consulted with state treasury officers to reduce or nullify penalties
Provided expert support to clients undergoing mergers or acquisitions by analyzing data files and reconciling financial accounts, supplied contractual verbiage to alleviate transfer of liabilities, and assisted with the liquidation of four companies
Worked in tandem with EVP to expedite accurate filings for the company's most profitable clients, provided training curriculum assessments, and implemented improvements
Increased department revenue by 20% ($2.5 million) through scope expansion, ultimately resulting in acquiring additional clients via client recommendations
Created a tracking process for management that allowed analysts to better allocate AD HOC cost across multiple teams and industries
Designed tools to track out-of-scope client services that increased our departments profit margin by 5%
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Corporate Settlement Analyst
Kessler Topaz Meltzer & Check LLP
03.2017 - 11.2017
Acted as an authorized signatory for firm partners when filing corporate class action settlements valuing in billions of USD
Reconciled fund mergers and stock split histories, probed security databases by CUISP, ISIN, and SEDOL codes for client
participating in class action settlements
Reviewed and edited quarterly reports prior to dissemination to 100+ domestic and international clients
Served as a liaison between internal departments and external partners for seamless communication during the settlement process.
Identified areas of improvement for settlement processes, leading to reduced cycle times and increased accuracy.