Daniel Snyder

•Lead analyst on divisions budget and forecast process (OneStream).
•Prepare and distribute weekly/monthly financial tracking reports.
•Create and maintain Excel reports containing program financial data.
•Analyze actual financial results with planned/forecasted results at the organization level.
•Set up charge number structures in cost collection and time recording tools.

•Provide financial analysis to support budget and forecast processes.
•Manage and develop financial models in Axiom EPM to support customer, organizational, and product profitability.
•Compile analyses to ensure key performance indicators are tracked
•Ad hoc reporting and special projects, including M&A targets and divestitures, market research, and macroeconomic research.
•Provide assistance to commercial bankers using Customer Profitability Model to show revenue and costs related to each customer relationship.

•Processing and posting various types of items to record keeping systems, as well reconciling items to cash positions.
•Ensure compliance with the various tax rules and regulations affecting withholding and reporting responsibilities relating to nonresident alien clients and clients affected by new FATCA implementations.
•Process tax withholding adjustments, allocation of income distributions,sales proceeds and withholding amounts in accordance with U.S. tax laws.