Financial Management Resumes in US-New Jersey: LaQuita

Financial Management Resume

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Name:

LaQuita

Location:

US-New Jersey

Experience:

Most Recent Job Title:

Financial Management

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LAQUITA D. JEWETT, CPA

QUALIFICATIONS PROFILE

Remarkably astute, decisive, and highly analytical senior executive, equipped with more than 10 years of experience in mergers and acquisitions, accounting, auditing, project management and financial reporting. Skilled at understanding the big picture and creating innovative strategies to achieve corporate goals. Excel in balancing the demands of client service while building infrastructure to help maximize the performance of a growing organization. Proficient with comprehensive technical skills in interpreting complex transactions and making recommendations concerning the proper application of accounting rules. Possess stellar reputation as an effective developer of staff, fosters an environment that encourages motivated professionals to maximize production and earn promotions. Offer high-caliber entrepreneurial and leadership skills, with the ability in coordinating multidisciplinary teams to accomplish objectives and meet critical deadlines in a fast-paced, fiercely competitive environment.

AREAS OF EXPERTISE

- M&A and U.S. GAAP Advisory

- Financial Analysis and Reporting

- Public Accounting and Auditing

- Recruiting, Staff and Resource Management

- Marketing and Business Development

- Business Analysis and Project Management

- Leadership, Training, and Team Building

- Outstanding Client Relations

- Problem Resolution and Decision Making

- Articulate Oral and Written Communication

EDUCATION

MASTER OF BUSINESS ADMINISTRATION, Concentration in Finance

- The University of North Carolina, Kenan-Flagler Business School, Chapel Hill, NC: 1997

BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING, Graduated magna cum laude

- Howard University, Washington, DC: 1991

EMPLOYMENT HISTORY

MORGAN STANLEY - NEW YORK, NY 2007–PRESENT

One of the world’s largest diversified financial services companies with a reputation for excellence in advice and execution on a global scale. Asset Management Group currently manages approximately $400B of assets.

Executive Director–Asset Management Financial Control Group

Display unsurpassed leadership, vision, and expertise to a team of finance professionals who provide acquisition support to the Asset Management Group (AM). Perform technical assessment of the financial impact of the proposed deal structure of potential acquisitions, lift-outs, investment team hires, and minority stake purchases. Assume responsibilities in creating a project plan, reviewing financial statements, audit work papers, fund offering memorandums, advisory agreements, employment agreements and other contractual arrangements to identify any issues that could effect deal valuation. Assist Divisional Finance with post deal acquisition accounting that includes purchase price allocation (goodwill/intangible assets), fund consolidation, impairment review, management reporting and documentation of accounting treatment. Prepare Quarterly financial forecast for AM acquisition/investment activities. Prepare AM financial statement disclosures for FIN 46R and FAS 131. Monitor external vendor services including valuation and advisory services. Perform other special projects including an assessment of the performance of past acquisitions/investments.

Notable Achievements:

- Co-founded the Acquisitions Support Team within the Asset Management Financial Controllers Group

- Spearheaded financial due diligence efforts for 15 potential acquisitions and investments ranging from $20M to $900M

- Instrumental in the successful financial integration of four acquired companies including asset manager with more than $500M in assets and 200 separately managed accounts

- Advised Divisional Finance team on the proper application of FIN 46R

- Executed quarterly impairment testing in accordance with FAS 142 and FAS 144 to ensure that AM intangible assets were accurately stated in the financial statements

- Received the “CFO Team Recognition Award” in 2008 for demonstrating exemplary performance, dedication, and efficiency

KPMG, LLP - NEW YORK, NY 2000–2007

A global network of professional services firms providing audit, tax, and advisory services in 145 countries worldwide.

Director–Transaction Services 2001–2007

Manager–Transaction Services 2000–2001

Played a key role in growth and development of the New York M&A Advisory services practice that expanded from 20 professionals in 2000 to more than 200 professionals in 2006. Carried out due diligence reviews focusing on the identification of key risk areas, quality of earnings, deal synergies and/or deal breakers for corporate and financial buyers and sellers in the media and entertainment, consumer products, pharmaceutical, information technology, manufacturing and retail industries. Conducted qualitative and quantitative analyses focused on EBITDA, income statement and balance sheet, future projections, financial reporting and accounting transactions processes, including internal controls. Established and cultivated productive relationship with clients to provide total satisfaction and to generate referrals and repeat business. Built and maintained positive working environment with cross-functional project teams including clients and their other advisors as well as with other KPMG specialists to foster team unity toward achievement of corporate goals and objectives. Prepared and presented reports to clients that focused on investment risk considerations including an evaluation of sustainable earnings for Target Company. Led, supervised and coached a team consisting of up to 10 professionals. Recruited, trained, and mentored professionals as well as oversaw performance evaluations and goal setting.

Notable Achievements:

- Diligently managed 50+ diverse and complex engagements / transactions ranging from $25M to $3B

- Led one of the largest carve-out engagements in the New York office that resulted in the client earning a profit from selling its Generic drug business for $800M and the Firm earning $1M in fees

- Won engagements with fees in the amount of $775,000 in fiscal year 2006 by preparing and participating in the delivery of proposals for new business generation

- Recognized as a key member of the Learning and Development Committee; updated and instructed new hire training sessions, co-developed and instructed TS technical training sessions on FASB Statements 141 and 142, planned the TS training curriculum for the fiscal year, and monitored CPE compliance within region

- Assumed HR recruiting duties during interim period: Prescreened new applicants, arranged interview schedules, interviewed candidates and worked with HR to draft offer letter of employment and other correspondence all while maintaining client service obligations

- Effectively managed the scheduling of staff resources for Northeast Region, using independent judgment to create or select strategies to ensure projects were adequately staffed and resolve conflicts over resources

- One of select directors chosen to join partners in the “Achieve Program” which is Transaction Services’ leadership training

- Awarded three “Encore Awards” for contributions made in developing Advisory training programs

PRICEWATERHOUSECOOPERS LLP - NEW YORK, NY / LONDON, ENGLAND 1997–2000

The world's largest professional services firm.

Senior Associate–Transaction Services 1998–2000

Associate–Transaction Services 1997–1998

Oversaw due diligence of potential acquisitions for private equity and strategic buyers in the publishing, telecommunications, health care products and services, and manufacturing industries. Addressed and resolved numerous complex carve-out issues including pension, tax, and overhead allocations. Regularly interacted with clients to provide information in response to inquiries as well as to address and resolve issues and concerns.

Notable Achievements:

- Played a vital role in preparing carve-out financial statements and in performing U.S. GAAP reconciliation for three related companies in two different countries

- Evaluated and assessed the earnings impact of U.S. accounting procedures and assisted Swiss Company with 144-A debt offering

EARLIER CAREER

Senior Auditor - Price Waterhouse, Washington, DC: 1994–1995

Senior Auditor - KPMG Peat Marwick, Washington, DC: 1991–1993

CERTIFICATION

Hold active licenses to practice as a CPA in Maryland

PROFESSIONAL AFFILIATION

Member, National Association of Black Accountants

COMMUNITY INVOLVEMENT

Volunteer, Food Bank for New York, NY Cares Inc.

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