Marketing|Financial analyst
MBIA-muni service
(Location: Philadelphia, US) Started :1997 - Ended : 2000
MBIA muni-service (the formerly called Municipal Tax Bereau) is the wholey owned subsidiary company of MBIA, a largest bond insurance company in the US. It provides tax non-filer discovery services for each client jusrisdictions which owns MBIA bond insurance policies
- developed P&L model for client jurisdictions to forecast income tax collection
- Local Government Revenue Forecast Model Development : assigned financial model development directly under CFO. In response to RFP from each jurisdictions in Pennsylvania, those P&L proforma financials are included in the propositions. Times series regression analysis is employed to forecast earned income tax revenue for each potential and existing clients.
- ad-hoc financial analysis & forecast works
- W2 database management and check printing system implementation : City of Philadelphia and other surrounding jurisdictions confronted with the issue for the delay of income tax refunds due to the cross region reciprocation rule for income tax collection. this caused the delay of income tax refund payments for tax filers. As a solution, we calculate the correct refund amount from W2 database and cut checks for unpaid.