Patrick Fosbinder
Nashville,TN
Summary
Organized and dependable leader with 9 years of investment banking experience. Successful at managing multiple priorities with a positive attitude while ensuring compliance and client satisfaction. Achieved an 18% reduction in onboarding turnaround reducing time to market for our clients. Excellent communication and interpersonal skills with the ability to interface with executives and stakeholders.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Head of Americas Tax Onboarding
UBS Investment Bank
Nashville, TN
08.2023 - Current
- Process owner for global tax onboarding in the Investment Bank
- Implemented process improvements and automation to reduce tax onboarding turnaround time by 18% for 2023
- Communicated tax regulation and compliance rules to both internal and external stakeholders
- Coordinated with multiple teams to ensure timely onboarding of client accounts
- Monitored and owned various KPCIs to ensure compliance with regulations and processes
- Coordinated with tech and non-tech teams to implement automation initiatives
- Analyzed capacity requirements along with business demands to ensure teams are properly staffed
- Communicated open risk items to the Risk Forum to ensure transparency and timely resolution
Tax Onboarding Analyst
UBS Investment Bank
Nashville, TN
01.2015 - 08.2023
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Validated results and performed quality assurance to assess accuracy of tax data.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Queried databases for information needed for report processing and pipeline management
- Increased efficiency by streamlining data analysis processes and implementing automation tools reducing capacity requirements
Education
B.A. Finance - Real Estate Finance
Middle Tennessee State University
Murfreesboro, TN12.2014
Skills
- Team Leadership
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Risk Management
- Regulatory Compliance
Certification
Series 99
Alteryx Designer Core Certified
Timeline
Head of Americas Tax Onboarding
UBS Investment Bank
08.2023 - Current
Tax Onboarding Analyst
UBS Investment Bank
01.2015 - 08.2023
B.A. Finance - Real Estate Finance
Middle Tennessee State University