Jacob Herron

Background

About Jacob Herron

15+ years of progressive experience in finance operations and accounting within a Fortune 500 financial services enterprise. Deep expertise in corporate trust administration, tax compliance and reporting, financial analysis, risk management, and strategic process improvement. Authentic leader and mentor experienced in leading high-performing finance/accounting teams promoting collaboration, accuracy, and continuous improvement to deliver impactful results aligned with organizational goalsAnalytical and data-driven accounting and finance leader recognized for navigating increased regulatory complexities and serving as a trusted advisor to internal stakeholders, external partners, and high-profile clients. Skilled at streamlining high-volume financial operations, driving automation initiatives, and ensuring seamless integration of new accounting solutions. Committed to staying ahead of industry developments, providing clear, expert guidance, and proactively resolving complex tax and compliance challenges.TRANSFORMATION ACROSS FINANCIAL OPERATIONSRecognized for driving improvement and increased operational performance through scalable solutions, technology integration, and process improvement. Partner cross-functionally to implement automation tools, modernize workflows, and uphold regulatory standards across tax and structured finance functions. Experienced with managing multi-billion dollar transactions, leading global asset tax reporting, determining tax withholding requirements, and approving multi-million dollar wire transfers.CORE COMPETENCIES- Financial Operations Management- Tax Compliance & Reporting- Corporate Trust Administration- Regulatory & IRS Compliance- Financial Reporting & Analysis- Stakeholder & Client Advisory- Risk Management & Controls- Client Trust Portfolio Management- Process Improvement & Automation- Reconciliation & Disbursement- Stakeholder Engagement- Team Leadership and Development