Maddy Adubra, CPA, MBA

Experience

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  Hess Corporation

  Nov 2007 - Jun 2011

  Store Assistant Manager

  Computed and analyzed daily, weekly and monthly audit reports reporting issues and researching balances discrepancies for corporate office • Determined store merchandise needs and ordered supplies using the company internal database system • Processed and recorded store invoices, expenses and disbursements • Analyzed and processed weekly staff hours for payroll accuracy • Prepared weekly schedules for a team of eight employees • Hired and trained three new employees quarterly on store policies and procedures Show less

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  Neve Group

  Apr 2010 - Sept 2010

  Tax Associate

  Assisted in the preparation different filling and tax returns and the planning of clients tax year • Analyzed the general ledger variances on multiple client’s accounts for financial reporting accuracy • Processed invoices and data entries • Scheduled client appointments and maintained up-­‐to-­‐date confidential client files

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  Foster Wheeler Biokinetics, Inc.

  Jun 2011 - Jun 2012

  Project Cost Analyst

  Entered original and updated budgets into company costing system ensuring accurate billing coding and revenue recognition • Identified and resolved coding, billing and invoice discrepancies with internal staff and external clients in a timely manner increasing the company revenue by 5% • Prepared proposal profit analysis and distributed for management review to determine prospective engagements profitability • Recorded disbursements, time and expense items, and other payments related to the various projects on a daily basis • Managed various labor and cost reports using specific accounts and journal entries on the daily and weekly basis for financial reporting • Prepared and generated monthly project variances and audited monthly proposal hours for potential mis-charges or overages • Served as a subject matter resource in firm related accounting and risk management systems Show less

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  Vanguard

  May 2013 - Aug 2013

  Tax Accountant

  Analyzed funds’ financial statements and prepared tax work papers in accordance with department procedures• Prepared IRS forms 1120-RIC and applicable schedules for mutual funds including book-tax differences, straddles and PFIC’s• Analyzed Corporate Actions related to fund investments for U.S taxability and effectively communicate opinions• Developed tool to apply analysis to debt exchanges

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  Vanguard

  Jan 2014 - Aug 2014

  Fund Pricing Analyst

  • Calculated, analyzed and reported NAVS and Yields while adhering to policy, procedures, and regulatory guidelines along with other ad-hoc responsibilities• Analyzed and reviewed daily/monthly reconciliations, expense accruals, disbursements and trade input• Provided daily support of business relationships with clients such as the shareholder service area, custodian banks, fund administration, portfolio management, trading and custody operation on a fund specific basis• Responsible for critical data support on the participant liability recordkeeping system• Enhance knowledge or skill set within functional area through personal development Show less

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  Invesco US

  Aug 2014 - Nov 2016

  Tax Accountant II

  • Prepared and review monthly tax provision sheets and supporting documents• Reviewed portfolio holdings for PFIC, REIT, partnership, straddles and complex derivative securities• Prepared income, excise, and state tax returns and maintain RIC qualification for all assigned mutual funds• Analyzed book/tax differences for impact on distributions and schedules differences for excise and fiscal years• Responsible for researching and determining U.S taxability of dividends, complex securities and Corporate Actions• Reviewed all foreign tax returns for accuracy and completeness and prepares returns and Power of Attorney required for foreign tax reclaims• Worked on special projects Show less

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  Skyward Specialty Insurance

  Nov 2016 - Apr 2021

  Senior Tax Accountant

  • Review income, excise, state and local tax returns for HIIG global and subsidiaries• Prepare quarterly and annual tax provisions and supporting documents using OneSource for GAAP and Statutory financial statements• Review premium and retaliation tax compliance for all fifty states for four insurance companies• Analyze book/tax differences for schedules differences for fiscal years• Research tax matters and implement tax procedures and practices

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  Deloitte

  Apr 2021 - now

  • Tax Manager

    Dec 2023 - now

  • Tax Senior

    Apr 2021 - Dec 2023