Rexford A.

Opoku
113 Glenn Place Apt 5 * Ithaca, NY 14850 * 617-307-8374 * ro51542a@westpost.ne
t
Corporate Finance | Data and Trend Analysis | Operational Planning
Big-picture focused, hands-on Senior Leader with 10 years of experience in finan
cial planning, budgeting, analyzing business risks, and opportunities. Skilled i
n deploying asset management strategies and governance controls associated with
Cost Accounting/Budgeting, Revenue Assurance, Audit; Capital Reporting, and Fina
ncial Modeling. Mastermind of emerging issues/techniques in the areas of enterpr
ise risk management, audit methodology, fiscal sponsorship, AP/AR, accounts paya
bles/receivables, and capital project management.
* Financial Analysis/Revenue Management * Cash Flow Management Principles
* Ad-Hoc Reporting, Forecasting & Data Modeling * Enterprise Risk Assessment
* Business Strategy & Operations/Consulting * Process Design & Quality Assurance
* SOX/Sarbanes Oxley Compliance, Audit Reviews * Team Leadership /Collaboration

State Street Financial Service Corp. (2007- 2008)

Boston, MA
Tax Analyst
* Managed the preparation and review of U.S. federal, multi-state, individual, a
nd corporate income tax filings and estimated extensions/payments; provided dire
ct consultation and assessment of client portfolios.
* Directed tax audits, and assisted with the development of audit defense strate
gies and best practices for tax audits and maintained all supporting historical
documentation.
* Maintained the fixed asset schedule and classifications. Calculated book/tax d
ifferences and assisted with provisional calculations, (M-1s), and prepared year
-end shareholder reports.
* Instituted federal and state tax research, ensured compliance with IRS Circula
r 230 Regulations. Executed book tax adjustments, and entered state apportionme
nt factors.
* Prepared estimated payments; reviewed trial balances and reconciled returns to
financial statements, and general ledger to support year-end tax reconciliation
.
* Worked directly clients analyzing a wide variety of solutions, selecting the m
ost relevant tools/techniques to meet specific client requirements such as busin
ess case analysis and/or complex financial analysis.
PFPC Global Mutual Fund Services (2005-2007)
Westborough, MA
Compliance and Tax Reporting Specialist
* Directed the planning and organizing of tax reporting functions throughout the
tax year and the year-end process for a 200 employee organization. Managed spec
ial reporting requirements for Fund level activity.
* Managed 3 direct reports; assessed, validated and filed IRS returns, interpret
ed regulatory data, maintained tax and compliance information for timely and acc
urate reporting against IRS publications 1220 and 1187.
* Reconciled sales and use tax payable accounts; identified complex tax issues a
nd provided analysis to ensure compliance with SOX/Sarbanes Oxley and state fili
ngs. Oversaw external reporting and investor relations.
* Reviewed market analytics and solidified company's value proposition through c
lient education and awareness of mutual fund performance and metrics.
* Leveraged qualitative and quantitative analysis to mitigate high risk and fina
ncial exposure for clients through customized financial solutions.
Rexford A. Opoku, MBA
Page 2
PROFESSIONAL EXPERIENCE (Continued):
Wachusett Village Inn (20
05-2006) Westminster, MA
Junior Auditor, Night Shift
* Reconciled revenue and expense transactions, examined/evaluated operations to
assess the reliability and integrity of internal controls for operational contro
llership, financial planning/cash flow management.
* Evaluated, measured, and monitored compliance with accounting, performed root
cause analysis to identify and address the drivers of "out-of-balance" transacti
ons.
* Prepared report summaries; provided "operational insight" into billing, reconc
iling and closing activities, providing management access to reporting data inte
gral to business decisions.
* Analyzed internal accounting and operating controls to safeguard assets and th
e efficiency in which resources were utilized; recommended procedural/system enh
ancements for continuous improvement.
Bank of America (2004
- 2005) Westminster, MA
Customer Service Representative
* Promoted the bank's services, answered questions regarding banking matters, an
d directed customers to other departments for specialized services. Identified c
ustomer needs for other services to expand relationships.
* Grew customer base from 65% to 87%; marketed new offerings, opened accounts, p
osted deposits, cashed checks, and developed new customers to increase market sh
are and improve profitability.
* Maximized referral/sales skills, product knowledge, and knowledge of policies
and procedures to successfully operate customer service functions in an efficien
t and accurate manner.
Soka Gakkai International (1999-2004)
Accra, Ghana
Director, Research & Strategy
* Managed research design and analysis; facilitated comprehensive training for f
ield data collectors on social and market research projects.
* Scoped, designed, executed, analyzed and delivered research in a timely, cost
efficient and impactful manner, sourced data, metrics, and external sources to d
rive the company forward with knowledge and insights.
* Built cross-company relationships to understand key issues and identify approp
riate research solutions.

Cornell University, May 2010

Masters Degree, Concentration in Finance and Fiscal Policy
Relevant Coursework; Financial Accounting, Managerial Finance, Spatial Economics
, Social Statistics Private Equity and Business Plan, Executing Successful Corpo
rate Strategy
Kwame Nkrumah University of Science and Technology, Kumasi, Ghana 1999-2003
Bachelor of Arts - Double Major in Economics and Sociology

Proficient in Word, Excel, PowerPoint, Outlook, Lotus Notes, Outlook, Mi

crosoft Office

Cornell Service Exchange Consultant to Tompkins-Seneca-Tioga Board of Cooperativ

e Education Services (TST BOCES) August 2008 - December 2008
Project: Sourcing Federal and State Workforce Investment Funding to Fi
nance Adult Ed. Program Expansion
Associate Member - The Point of View: Cornell University Journal