Roman Magar

Professional Accountant

Professional Accountant with over ten-years full charge audit experience, including more than six years of financial services industry experience, strong knowledge of relevant rules and regulations enforced by FINRA, SEC, FDIC and FRB, knowledge of securities markets, member firm operations, books and records, and the solid understanding of FASB Codification, GAAP, GAAS, IFRS, and SOX. Detail oriented, self-motivated, effectively manage multiple priorities and tight deadlines in a fast-paced environment, proven problem-solving and organizational skills, excellent analytical, written and interpersonal communication skills, along with strong computer skills and knowledge of software and web application with the ERP systems, Advanced Excel, and Data Mining.

Previously Registered Investment Broker, and Registered Principal, Cambridge Investment Research, Inc., Broker/Dealer, and Member FINRA/SIPC. Previously Registered Investment Advisor, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

My Skills

Accounting

95%
Auditing

80%
SOX Compliance

90%
GAAP

90%
Financial Reporting

90%
Internal Audit

95%
Information Technology

95%
IFRS

85%
Financial Analysis

95%
Investment

80%
Banking

95%
Corporate Finance

90%
All Abilities

Experience

Vice President

Finance

Waldorf, MD, USA

Shore United Bank, N.A. is here to support our communities with financial services and reliable advising. We invite you to expect more from your bank. And we look forward to exceeding those expectations. Shore United Bank, N.A. is made up of passionate people who work hard to exceed expectations.

I am responsible for Bank’s Quarterly and Annual SEC Reporting (Earning Release, 8-K, 10-Q, and 10-K), XBRL/iXBRL Tagging and Reviewing, assist with Bank’s Asset and Liability Management (ALCO), Enterprise Shape Management (ESM), Capital Planning and Stress Testing, and SOX Compliance, manage Bank’s Investment Portfolio, Wholesale Funding, and QCR, assist with the Call Report, Board Reports, Internal and External Audit requests including Supervisory and Regulatory Audit and support with the Financial Planning & Analysis and analytic-based decision making. I am also the Project Manager for the CECL Implementation and Enterprise Reporting.

Responsibilities:

  • Financial and Regulatory Reporting
  • Asset and Liability Management
  • Enterprise Share Management
  • Capital Planning and Stress Testing

Experience:

  • Accounting and Financial Reporting
  • Banking and Investment Management
  • Internal and External Auditing
  • Over 10-years experience in this area

Senior Auditor

Kathmandu, Nepal

PP Pradhan & Co., Chartered Accountants, one of the leading public accountancy firm in Nepal. With the belief that the key to providing the professional accounting and consulting services is to match them with the client’s specific needs, the firm has been working closely with its clients and has been providing accounting, auditing, taxation, and consulting services since its establishment in 1979.

Responsibilities include Internal and Statutory (Final) Audit and Assurance, Management Consulting, Corporate Finance, Forensic Service, Outsourcing, Taxation, IT Advisory, Corporate Governance including administrating and consulting Firm’s Information Technology.

Responsibilities:

  • Internal and Statutory Audit and Assurance
  • Management Consulting and Corporate Finance
  • Corporate Governance and Consulting
  • Taxation, Outsourcing, and IT Advisory

Experience:

  • Over 10-years experience in this area
  • Worked with over 50 reputable company
  • Corporate Governance and Auditing
  • Expert in Information Technology

Senior Analyst

Corporate, Risk Management

Fairfield, IA, USA

Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment advisor as well as an industry-leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: succession and acquisition financial lending plus business technology expertise; advice solutions for both asset management and financial planning with portfolio overlay management; platform choices comprised of a corporate RIA or independent RIA for dual registration or fee only business models; a full spectrum of middle office services designed for solo/ensembles, branches, and super branches; as well as outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. Cambridge’s national reach includes Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.

Responsibilities:

  • Corporate Risk Management
  • Internal Supervisory Audit
  • Vendor Management and Oversight
  • Review of WSP WPP, BCP, AML, and SLS

Experience:

  • Over 5-years experience in this area
  • Program Development and Implementation
  • Designed and Executed Control Testing
  • Financial Accounting and Reporting

Portfolio

Education

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Some of my degrees

MBA in Accounting & Finance 2013

Graduated with the specialization in Accounting & Finance with the subject covered Financial Accounting, Managerial Accounting, Financial Reporting, Auditing for Financial Accountants, Taxation along with Business Law & Ethics, Employment Law, Marketing & Operation Management, Accounting Application, Lean Management Principles and Lean Accounting.

Software Development 2012

It’s all about the code – high quality, efficient and elegant code that fuels the commerce and payments revolution. Take on complex technical challenges and create the infrastructure and applications.

Web Designer 2010

Web development involves building, creating, and maintaining websites. It encompasses a wide range of tasks, from coding to technical design, ensuring that websites or applications run smoothly on the internet. I obtained the essential steps to become a front-end developer:

Software Architecture 2009

Plan, design and oversee the technical transformation of global commerce. Our architects are technologists with a passion to design systems and intelligent solutions for technology programs that drive value for our customers, our company and communities around the world.

HTML & CSS 2008

Throughout this course, I learned about the underlying structure of the web – HTML. You’ll learn how to use this tree-like structure to create websites.

Photoshop Degrees 2007

Watch expert-taught Photoshop training and learn image editing, retouching, and color correcting for all skill levels. Find out how to use Photoshop shapes and layers, how to retouch photos, and more. I Learn from industry experts who are passionate about teaching.
I'm still learning

Contact

  • (202) 670-9032
  • contact@roman.com.np
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