Ofer David
Wilmington,DE
Summary
Accomplished financial leader with deep expertise in public accounting and tax management, delivering astute financial and tax reporting, internal controls, and compliancy measures to various industry sectors. Demonstrated success in project management, budgeting, and forecasting, enhancing and streamlining processes, aligning business processes and infrastructure, and advancing rigorous cost controls and savings. High-performance team leadership and strong mentoring and management skills combine to motivate, influence, and provide guidance to direct reports and team members, enabling them to work independently and productively. Applies high-level strategy and big picture thinking to ensure exceptional customer service. Sophisticated interpersonal communication skills to help clients develop and execute business transactions and strategies quickly and effectively, with strong accountability and governance. Employs tax and accounting software including OneSource, OMNI Trust, Tax Port, 1042-S Pro, and FACTA Forms. Microsoft Project. Seeks leadership role in tax management or tax compliance.
Overview
21
21
years of professional experience
Work History
E-commerce Product Manager
Amazon
Wilmington
09.2019 - Current
- Increased customer acquisition by 64% by implementing new E-commerce listing creation process to streamline subscriptions
- Manage project, program, and product teams.
- Integrate software development, testing, and technology design with e-commerce business requirements.
- Apply data back-end customer engagement metrics to motive assumptions and assertions of business values.
- Build systems to spearhead critical decisions on global e-commerce strategies.
- Developed core principles that will help dramatically improve PowerPoint presentation experience in global e-commerce
- Salary $ 93,000 Hour per week 50 hours.
- Stayed current with social media trends and tools and attended networking and educational events.
- Leveraged analytics tools to identify areas of improvement within the customer journey, resulting in an optimized shopping experience for users.
- Implemented performance metrics tracking systems to monitor progress toward key business objectives and optimize resource allocation.
- Streamlined inventory management with efficient tracking systems and streamlined order fulfillment processes.
- Optimized paid search campaigns by regularly analyzing data and adjusting bid strategies accordingly, maximizing ROI from advertising spend.
- Led team in creating engaging and professional visuals using brand assets and guidelines.
- Managed and drove maintenance of content on e-commerce websites and partner platforms.
- Managed relationships with vendors, ensuring timely deliveries while maintaining cost efficiency in procurement processes.
- Reduced cart abandonment rates through continuous testing of checkout flow optimizations, enhancing user experience throughout the purchase process.
- Increased sales revenue by developing and implementing effective e-commerce strategies for product promotion.
- Enhanced customer experience by optimizing product listings, improving images, and refining descriptions.
- Developed training materials and provided mentorship to team members, promoting professional growth and enhancing overall team performance.
- Identified new market opportunities by conducting thorough research on industry trends and competitor analysis.
- Uncovered and cultivated strategic product partnerships along with management team.
- Implemented customer feedback loops to gather valuable insights, leading to product enhancements that better catered to user needs and preferences.
- Collaborated with cross-functional teams to drive successful product launches and maximize market reach.
- Managed budget allocations across various channels to ensure maximum return on investment for marketing initiatives.
- Coordinated with operations teams to improve efficiencies in shipping methods, reducing delivery times while maintaining quality standards for products received by customers.
- Expanded and executed future e-commerce marketplace business to new channels and platforms.
- Established pricing strategies based on competitive landscape insights that supported profit margin goals without compromising competitiveness in the market.
- Improved website usability by leading redesign efforts that focused on enhancing navigation, layout, and overall aesthetics.
- Collaborated with marketing teams to create engaging content for social media platforms that drove user engagement and increased brand awareness.
Information Reporting & Withholding Senior
Ernst & Young US LLP
New York
08.2014 - 09.2019
- Develops and supports risk assessments to implement appropriate tax procedures, providing client training and support for technical and practical application of IRS regulations
- Manages multi-disciplined team to meet needs of companies from initial assessments to controversy and remediation; effectively and efficiently implements, monitors, and remediates Information Reporting and Withholding Advisory (IR&W) issues enterprise-wide
- Recognizes, researches, and recommends complex tax issue resolutions
- Delivers on-site direction to withholding agents regarding legal compliance with information reporting requirements
- Evaluate work products of EY member firms globally when performing Qualified Intermediary (QI) audits, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) engagements
- Assists clients to understand new corporate tax demands, the investments required, and the impact on their businesses
- Salary $ 113,000 Hour per week 70 hours.
- Assisted in developing new reporting tools, contributing to an enhanced suite of capabilities for end users.
- Performed ad-hoc analysis as needed, supporting various departments' specific reporting needs.
- Participated in the development and acceptance testing of new reports and enhancements.
- Assessed report and data requirements and determined the best technology solution, format, and distribution method.
- Provided ongoing maintenance and support for critical reporting systems, minimizing downtime and ensuring uninterrupted access to essential information.
- Trained colleagues on best practices for reporting, improving overall team efficiency and performance.
- Reduced manual intervention in reporting by creating macros that automated standard procedures.
Tax Information Reporting Senior Analyst
JPMorgan
Newark
03.2005 - 12.2013
- Spearheaded thorough review of tax withholding provisions, calculating and providing accurate 1099 reporting for more than 100K global clients
- Effectively managed three-fold growth of account trust and investment management business products, ensuring theteam accurately followed governing documentation terms, country-specific laws, and unit policy compliance.
- Maintained effective partnerships across lines of business (LoBs), including matrix finance, investment banking, treasury, accounting, and other financial product groups
- Ensured system-wide data integrity and IRS compliance via holistic tax planning and root cause analysis
- Supported FATCA BAU and FATCA review production teams with the global service center by coordinating activities with Business, Tax and Tax Compliance, Internal Quality Assurance (QA), and theFATCA Program.
- Delivered specialized tax research and reporting for Section 1256/988 contracts, contingent payment debt instruments, and original issue discount investmentsSalary $ 63,000 Hour per week 50 hours.
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Investigated system issues and implemented resolutions to reduce downtime.
- Improved company efficiency with the development of key performance indicators and tracking metrics.
- Provided expert advice for senior management, contributing to informed decision-making and strategic planning.
- Played a pivotal role in the successful completion of high-stakes projects by providing crucial analytical support and insights.
- Optimized project management, resulting in timely deliverables and improved client satisfaction rates.
- Championed data-driven decision making by transforming raw data into actionable intelligence for key stakeholders.
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
Trust Administrator
Stewart Kingston
Wilmington
01.2003 - 03.2005
- Leveraged expertise in real estate finance transactions accounting and estate planning to assist clientele
- Managed tax preparation and filings and accounting for property leased to 16 tenants, facilitating reports of gifts, payments and deposits, and client information requests related to tax processing
- Successfully identified compliance issues and guided executor in registered investment advisory activities to settle complex estate within 6 months, thus avoiding undue penalties
- Oversaw all estate sale banking and financial transactions and processed cash and securities transfers
- Salary $ 45,000 Hour per week 40 hours.
Education
DBA - Goldey Beacom College - Doctoral Candidate - Business Administration -
Goldey-Beacom College
Wilmington, DE05.2025
Enrolled Agent Special Enrollment Examination Candidate - Taxation
Hock International
Online12.2024
Google Cybersecurity - Cybersecurity
Google
Online01.2024
The GRC Approach to Managing Cybersecurity - CRC
Coursea
Online01.2024
IBM Cybersecurity Analyst - Cybersecurity
IBM
Online08.2023
Master of Science - Taxation
Widener University
Chester, PA05.2014
Widener University Master of Science (MS) – Taxation; (Certification in Taxation) - Taxation
Widener University
Chester, PA05.2012
MBA - MBA
Goldey-Beacom College
Wilmington, DE05.2004
Bachelor of Science - Finance
Goldey-Beacom College
Wilmington, DE05.1998
Skills
- Accounting Management
- Data Analysis
- Procedure Development & Documentation
- Strategic Business Planning
- Operations Management
- Tax & Withholding Regulation
- Data-driven decision-making
- Supply Chain Coordination
- Product Strategy Development
- Product Lifecycle Management
Additional Information
Ensured IRS compliance for Pacific Investment Management Company (PIMCO) in the wake of FATCA regulatory changes. Reduced risk for JPMorgan Chase & Co by analyzing current amortization and accretion test cases against a suite of E&Y test scenarios to ensure proper testing on JPMC systems. Earned JPMorgan's SOAR! Award for finding duplicate dividend errors on 35,000 1099 forms., Forms 1099-DIV, 1099-INT, 1099-B, 1099-MISC, 1099-OID, 945, 1042, 1098, 1099 Series, 1042-S; IRS Forms W-9 & W-8, Equity, Mutual Fund, REIT, MLP, & UIT Reporting, Section 1256/988 Contracts, Return of Capital, Corporate Actions, Cost Basis Legislation, Dodd-Frank OTC Derivatives, Tax Withholding and Information Reporting, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), What are countries' tax transparency and reporting practices discrepancies under the CRS and FATCA agreements?, What is the role of intergovernmental agreement (IGA) requirements for non-reporting entities?
Timeline
E-commerce Product Manager
Amazon
09.2019 - Current
Information Reporting & Withholding Senior
Ernst & Young US LLP
08.2014 - 09.2019
Tax Information Reporting Senior Analyst
JPMorgan
03.2005 - 12.2013
Trust Administrator
Stewart Kingston
01.2003 - 03.2005
DBA - Goldey Beacom College - Doctoral Candidate - Business Administration -
Goldey-Beacom College
Enrolled Agent Special Enrollment Examination Candidate - Taxation
Hock International
Google Cybersecurity - Cybersecurity
Google
The GRC Approach to Managing Cybersecurity - CRC
Coursea
IBM Cybersecurity Analyst - Cybersecurity
IBM
Master of Science - Taxation
Widener University
Widener University Master of Science (MS) – Taxation; (Certification in Taxation) - Taxation
Widener University
MBA - MBA
Goldey-Beacom College
Bachelor of Science - Finance
Goldey-Beacom College