Emmanuel Boateng
Dallas/Fort Worth,USA
Summary
Dynamic and results-oriented Senior Financial Analyst with over 10 years of experience specializing in financial reporting, retirement plan administration, compliance, and risk mitigation. Expert in managing large-scale 401(k) programs, regulatory filings, process improvements, and cross-functional team leadership. Adept at delivering high-impact financial solutions that enhance operational efficiency, ensure regulatory compliance, and drive organizational success. Proven track record of leading enterprise-wide projects, optimizing workflows, and presenting insights to senior leadership teams.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Team Lead, 401(k) Programs
American Airlines
Fort Worth, TX
01.2023 - Current
- Oversee the administration of the company’s 401(k) plan, ensuring compliance with ERISA and IRS regulations.
- Manage a team responsible for employee retirement benefits, providing strategic guidance on 401(k) options.
- Lead cross-departmental projects, including the successful migration to a new recordkeeping system, enhancing operational efficiency and participant experience.
- Monitor employee contributions, manage distributions, and conduct detailed data analysis to ensure plan integrity.
- Coordinate annual compliance testing, assist with Form 5500 preparation, and maintain meticulous plan records.
- Develop and deliver executive-level reports and presentations on 401(k) trends, issues, and initiatives.
Senior Analyst, 401(k)
American Airlines
01.2021 - 01.2023
- Ensured data integrity between American Airlines and Fidelity, overseeing demographic and system data transfers.
- Processed $40M+ biweekly payroll deferrals and company contributions, maintaining strict adherence to federal regulations.
- Led special projects involving tax levies, plan-to-plan transfers, and loan amortization reviews.
- Automated reporting and analytics processes, significantly increasing reporting efficiency and accuracy.
- Provided weekly executive briefings on 401(k) performance, trends, and compliance updates.
- Served as a subject matter expert, presenting to new hires and senior leadership teams.
Senior Associate, Financial Reporting
JPMorgan Chase
01.2020 - 01.2021
- Company Overview: Consumer and Community Banking (CCB)
- Produced and analyzed complex corporate-level federal regulatory filings, ensuring data accuracy, completeness, and compliance.
- Conducted root cause analyses on data discrepancies, identifying and implementing corrective measures to enhance data quality.
- Led data governance initiatives and change control documentation for critical reporting systems.
- Collaborated with cross-functional teams on high-profile home lending projects and regulatory submissions.
- Consumer and Community Banking (CCB)
Sr. Accountant, Financial Reporting (Payroll Tax Corporate Segment)
Nationwide Financial
Columbus, Remote
01.2019 - 01.2020
- Managed the preparation and filing of federal, state, and local tax returns, ensuring full compliance with regulatory requirements.
- Spearheaded the transition from manual to electronic tax filings, reducing paper usage by over 50% and streamlining operations.
- Oversaw $100M+ in quarterly tax payments, maintaining high accuracy and preventing financial penalties.
- Initiated secure direct deposit processes for state and local tax payments, improving transaction transparency and efficiency.
Financial Services Analyst, Fraud Risk Prevention
Nationwide Financial
01.2017 - 01.2020
Senior Financial Services Support Representative
Nationwide Financial
01.2016 - 01.2017
Financial Services Representative
Nationwide Financial
01.2014 - 01.2016
Education
Master of Business Administration (MBA) - Finance
Ohio University
Athens, OH01.2018
Bachelor of Arts - Security & Intelligence
The Ohio State University
Columbus, OH01.2013
Skills
- 401(k) Plan Administration & Compliance (ERISA)
- Financial Reporting & Analysis (GAAP, Statutory)
- Process Improvement & Automation
- Risk Management & Fraud Prevention
- Data Analytics (Power BI, Tableau, Excel Power Query)
- Project Management & Cross-Functional Leadership
- Financial Systems: Workday, SAP, QuickBooks, AS400
- Regulatory Filings (IRS, Form 5500, Federal/State Taxes)
- Employee Benefits & Pension Programs
- Client/Vendor Relationship Management
- Software: MS Office Suite (Excel, PowerPoint, Word, Access, Visio), Adobe Acrobat, GIACT Systems
- Databases: AccuPoint, MasterTax, OnTrack, Siebel
- Programming/Markup: HTML
Certification
FINRA Series 6 License, National Association of Securities Dealers, 01/2014
References
Available upon request.
Languages
- Italian, Proficient
- Twi, Native
Timeline
Team Lead, 401(k) Programs
American Airlines
01.2023 - Current
Senior Analyst, 401(k)
American Airlines
01.2021 - 01.2023
Senior Associate, Financial Reporting
JPMorgan Chase
01.2020 - 01.2021
Sr. Accountant, Financial Reporting (Payroll Tax Corporate Segment)
Nationwide Financial
01.2019 - 01.2020
Financial Services Analyst, Fraud Risk Prevention
Nationwide Financial
01.2017 - 01.2020
Senior Financial Services Support Representative
Nationwide Financial
01.2016 - 01.2017
Financial Services Representative
Nationwide Financial
01.2014 - 01.2016
Master of Business Administration (MBA) - Finance
Ohio University
Bachelor of Arts - Security & Intelligence
The Ohio State University