Owen Bernard

United StatesTutor💰 Investor & VCFinancial AnalystAccountant📝 Influencer or BloggerTrader🏦 Finance🧮 Education🏐 SportsTax ProfessionalInvestment AnalystBloggerSoft Skills TrainerCoach

Owen Bernard is a dynamic and results-driven professional with a proven track record in strategic planning and business development. His expertise includes project management, financial analysis, and team leadership. He has a strong ability to identify business opportunities and develop strategies to increase company profitability. Owen's leadership style fosters a collaborative environment, encouraging team members to excel and contribute to the overall success of the organization. His commitment to continuous improvement and innovation has resulted in significant business growth in his previous roles.

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Work Background

Hartford HealthCareStaff Tax Accountant

Dec. 2022 - May. 2024United States, Farmington● Financial Analysis & Strategic Support for Growth: Performed variance analysis to identify tax-related discrepancies, budget deviations and ensure operational efficiency for alignment with financial goals for growth initiatives. ● Tax Compliance & Risk Management: Prepared and filed complex federal and state tax returns (IRS Forms 990,1120, Sales & Use) ensuring accuracy and adherence to regulations. Minimized corporate tax liability through strategic tax planning and implementation. ● Data-Driven Decision Making & Actionable Insights: Analyzed complex tax data and financial statements to identify tax-related discrepancies and ensure GAAP to tax basis reconciliations. ● Process Improvement & Innovation: Reviewed and recommended improvements to HHC's accounting procedures for increased efficiency, accuracy, and timeliness. ● Client Service & Cross-Functional Collaboration: Resolved complex tax-related inquiries from internal departments, fostering positive relationships and effective collaboration across the organization. ● Research & Problem-Solving: Researched complex tax regulations and collaborated with internal resources to identify solutions for various tax challenges. ● Prepared and filed of annual IRS Form ● Prepared of IRS Form W-9-Request for ○ 990-Return of Organization Exempt Taxpayer Identification Number and Form Income Tax Certification. ○ 1120-U.S. Corporation Tax Income ● Posted cash journal entries for tax payment Tax Return purposes. ● Participated and executed in month-end close activities, including the preparation and review of journal entries. ● Adjusted GAAP financial statements to reflect Tax basis income for tax returns Accrue and expensing Federal and State Income Taxes ● Prepared and filed estimated tax payments for HHC entities. ● Substantiated financial transactions by auditing documents verifying and analyzing business records and transactions ● Prepared and filed of State of Connecticut Sales and Use Tax Returns ● Prepared and submitted State of Connecticut Tax Exemption Certificates ● Processed Real Estate and Personal Property tax bills for Hartford HealthCare Entities Prepared Property Tax Appeals with various state municipalities ● Implemented strategies to minimize corporate tax liability in accordance with current tax laws ● Performed variance analysis to ensure compliance with operational budget targets and goals ● Reviewed the company's accounting procedures for improvements to result in information timeliness, reduced effort, and greater accuracy ● Researched and worked with appropriate resources and personnel to handle other department or customers' questions and/or issues ● Completed and file legally required forms, including tax exemption applications

State of Connecticut Office of the State TreasurerInvestment Technician

Nov. 2021 - Apr. 2022Hartford, Connecticut, United StatesInvestment accounting & operations analytics - Identified, researched, and resolved investment performance and performance attribution data anomalies and system issues - Monitored & identified performance data workflow, processes, and systems to maintain accuracy, reduce risk and improve efficiency. - Perform calculations, analysis, research, and report preparation to support performance measurement, risk, and portfolio management processes and tools. - Reconciled the investment cash and security positions to brokers, custodians and investment managers - Interacted with brokers and investment managers to research and resolve reconciliation differences - Analyzed significant price changes to independent sources - Calculated and posted accruals and expense payables to internal and external investment managers, consultants and third party vendors - Compiled the AUM reporting package to be provided for internal audit and and reviewed by the State of Connecticut Investment Advisory Council. - Assisted with the completion of the year-end audit and financial statements

People's Securities, Inc.Virtual Broker

May. 2015 - Oct. 2021Bridgeport, Connecticut, United StatesStock Broker

Northwestern MutualFinancial Representative

Dec. 2013 - Nov. 2014Hamden, CTI help individuals achieve a more secure future by working to understand their situation and to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future. owenbernard.nm.com