b'KACY T. RAMSEY\n\nAddress \xe2\x80\xa2 City, ST XXXXX \xe2\x80\xa2 Home: (555) 555-5555 \xe2\x80\xa2 Cell: (888) 888-8888 \xe2\x80\xa2 kacy@xxxx.com\n\nCAREER TARGET: INVESTMENT BANKING EXECUTIVE\nWell qualified to leverage extensive industry knowledge, skills, and experience in transactionoriented position within structured finance and/or investment banking environments. Offer broad\norganizational perspective and results-driven approach to activities and projects.\nMore than 17 years of experience within the banking industry, with focus on international banking.\nExtensive knowledge of complex financial structures and products within debt and capital markets.\nStrong quantitative and analytical skill sets. Establish and maintain effective relationships with direct\nreports, senior management, and professional consultants. In-depth background in evaluating highly\ndetailed transaction documents and agreements. MBA degree from Xxxxxxx Business School.\n\nStructured Financial Transactions\nAdvanced Corporate Finance\nInternational Banking & Business\nCross-Functional Team Leadership\n\nCore Knowledge & Skill Areas:\nAsset Management\nEquity & Credit Derivatives\nLoan Workouts & Foreclosures\nBankruptcy Workouts\n\nMergers & Acquisitions\nTax Exposure/Risk Management\nPrivate Placement Memorandums\nOffering Memorandum\n\nPROFESSIONAL EXPERIENCE\nXXXXXXXX INVESTMENT BANK, City, XX, 19XX\xe2\x80\x93 Present\nDirector/Tax Manager (20XX \xe2\x80\x93 Present) \xef\x82\xa1 Vice President II (20XX \xe2\x80\x93 20XX)\nVice President I (19XX \xe2\x80\x93 20XX) \xef\x82\xa1 Assistant Vice President (19XX \xe2\x80\x93 19XX)\nEarned fast-track promotions through increasingly responsible executive positions. Currently oversee Tax\nDepartment within Financial Division of company\xe2\x80\x99s U.S. operations, as well as subsidiaries in Latin\nAmerica, Canada, and the U.S., managing team of 6 and reporting to managing/tax director for North and\nSouth Americas. Provide tax and financial structuring recommendations for bank\xe2\x80\x99s investments in capital\nmarkets transactions, private equity/real estate funds, and commercial banking transactions.\nValue Offering: Played key role in driving and shaping critical strategies and processes during\npivotal times and through multiple changes in leadership. Facilitated $200 million reduction in\ntotal liabilities on 2 separate projects. Participated in new business initiatives and helped\norganization increase its capacity to launch new financial products.\nSelected Accomplishments:\nLatin America Reorganization\n\xef\x82\xa7 Context/Challenge: Reorganized and scaled back Xxxxx\xe2\x80\x99x business operations, including sale of\nbanking operations in Latin America following bankruptcy workout. Coordinated tax-efficient\nreorganization while preserving extensive Latin American client network.\n\xef\x82\xa7 Actions: Spearheaded cross-disciplinary efforts within Latin America bank, as well as with local tax\ncounsel in Argentina, Brazil, Chile, Mexico, and Venezuela. Quantified and presented potential\nfinancial and tax results for each proposed solution to senior management.\n\n\xef\x82\xa7\n\nResults: Maintained Latin American client network for company, achieving goals with minimal tax\nconsequences by implementing representative offices and small service companies.\n\nXxxxxx/Xxxxxx Merger\n\xef\x82\xa7 Context/Challenge: Played key role in creating much-needed synergies by merging corporate and\ninvestment banking operations/assets prior to acquisition of Xxxxxx. Headed efforts that identified\nmost tax-efficient manner for merger initiative.\n\n\xef\x82\xa7\n\nActions: Coordinated efforts with French tax colleagues to ensure compatibility of U.S. with French\ntax solutions. Led efforts of law and accounting firms in developing solution. Created financial\nmodels for various merger scenarios and presented to upper management in France and U.S.\n\n\xef\x82\xa7\n\nResults: Helped achieve tax-free merger that saved company $125 million in U.S. liabilities.\n\nCopyright 2010 \xe2\x80\x93 Distinctive Career Services, LLC. This r\xc3\xa9sum\xc3\xa9 is not a template and copying is prohibited; it was written\nfor a real client (identity disguised) and is an example of the quality and style of r\xc3\xa9sum\xc3\xa9s written by\nDistinctive Documents www.distinctiveweb.com Contact us to have your r\xc3\xa9sum\xc3\xa9 professionally written - 800-644-9694\n\n\x0cKACY T. RAMSEY \xe2\x80\x93 PAGE 2\n\nHome: (555) 555-5555 \xe2\x80\xa2 Cell: (888) 888-8888 \xe2\x80\xa2 kacy@xxxxx.com\n\nIRS Voluntary Compliance Program\n\xef\x82\xa7 Context/Challenges: Identified compliance gaps (U.S. Information Reporting and Withholding)\ntotaling $98 million in potential U.S. tax withholding liabilities. Tasked with fixing compliance\ngaps within 2 months, including securing buy-in from colleagues and clients.\n\xef\x82\xa7 Actions: Educated senior management and investment bankers on technical tax concepts and the\nneed for tax documentation. Reviewed transaction documents to identify exemptions. Drafted and\nsubmitted final self-audit report to the IRS.\n\n\xef\x82\xa7\n\nResults: Reduced initial tax liability from $98 million to $350,000.\nXXXXXX BANK, City, ST, 19XX \xe2\x80\x93 19XX\nAssistant Vice President / U.S. Tax Manager (19XX)\nAssistant Vice President (19XX) \xef\x82\xa1 Tax Associate (19XX \xe2\x80\x93 19XX)\n\nManaged filing of U.S. income tax returns, ongoing tax examinations, and U.S. information reporting\nrequirements, providing tax research and recommendations on transactional basis for commercial\nbankers. Supervised teams of up to 9 in daily activities and special projects.\nValue Offering: Contributed to development and implementation of tax strategies that improved\noperations and competitive advantage in the U.S. for Japanese bank.\nSelected Accomplishments:\nOperations Reengineering\n\xef\x82\xa7 Context/Challenges: Right-sized fragmented Tax Department that was suffering from absence of\ntechnical and managerial leadership.\n\n\xef\x82\xa7\n\nActions: Implemented streamlined process for preparation and filing of bank\xe2\x80\x99s U.S. tax compliance,\nincluding close supervision and development of team members. Established improved lines of\ncommunication with bankers.\n\n\xef\x82\xa7\n\nResults: Strengthened ability of Tax Department to support business units, subsequently\ngenerating improvements in competitive market advantage.\n\nIRS Audit Management\n\xef\x82\xa7 Context: Countered IRS deductibility challenge of approximately $500 million in loan loss\ndeductions covering 3-year period and several tax issues.\n\n\xef\x82\xa7\n\nActions: Supervised team of 9 in reviewing loan documentation for 10 previous years in order to\nsupport tax analysis. Negotiated extensively with IRS agents.\n\n\xef\x82\xa7\n\nResults: Managed completion of IRS audit that resulted in $70 million refund.\nXXXXXXX, City, ST, 19XX \xe2\x80\x93 19XX\nSupervising Senior Tax Specialist (19XX \xe2\x80\x93 19XX) \xef\x82\xa1 Senior Tax Specialist (19XX \xe2\x80\x93 19XX)\nTax Specialist (19XX \xe2\x80\x93 19XX) \xef\x82\xa1 Assistant Tax Specialist (19XX \xe2\x80\x93 19XX)\n\nPrepared and reviewed U.S. corporate and individual income tax returns for Japanese clients, with\nemphasis on Japanese financial institutions. Managed tax exams and assisted in seminar coordination.\n\nEDUCATION\nMaster of Business Administration in Finance, 20XX \xe2\x80\x93 XXXXX BUSINESS SCHOOL, City, ST\nMaster of Science in Taxation, 19XX \xe2\x80\x93 XXXXXXX UNIVERSITY, City, ST\nBachelor of Arts in Economics, 19XX \xe2\x80\x93 UNIVERSITY OF XXXXXXX, City, ST\n\nCopyright 2010 \xe2\x80\x93 Distinctive Career Services, LLC. This r\xc3\xa9sum\xc3\xa9 is not a template and copying is prohibited; it was written\nfor a real client (identity disguised) and is an example of the quality and style of r\xc3\xa9sum\xc3\xa9s written by\nDistinctive Documents www.distinctiveweb.com Contact us to have your r\xc3\xa9sum\xc3\xa9 professionally written - 800-644-9694'