Mohamad Omran
Accomplished Leader / Financial Professional / Perpetually, Intellectually Curious
- Role
- Senior Manager, Portfolio Tax Automation at Franklin Templeton
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Mohamad Omran
During my career, I have capitalized on my expertise in industry analysis, honed over multiple years of financial service. My journey encompasses spearheading initiatives that significantly enhance operational efficiency and compliance within the asset management, hedge fund and regulatory sectors. At Mathnasium, I leveraged my acumen to foster mathematical excellence among students, empowering them with the confidence to succeed in life. The transition from the Federal Reserve Bank of Boston to entrepreneurship at Mathnasium reflects my commitment to community enrichment and a passion to make our world a better place. My contributions have automated and innovated processes, saving valuable time and resources while allowing leaders to concentrate on strategic business aspects. This dual impact—from the intricacies of company analysis to inspiring young minds in mathematics—showcases my dedication to excellence and continuous improvement in all aspects.
Experience
Senior Manager, Portfolio Tax Automation
May 2022 — Present · Boston, MA, US
Rejoined the Portfolio Tax team after 21 years with the objective to improve existing practices, reduce manual intervention and increase efficiency.• Managed a team of Alteryx developers to innovate solutions that automated complex tax processes, significantly reduced labor-intensive tasks, and improved accuracy.• Collaborated with technology teams to meet tax automation system and fund accounting data requirements, driving improvements in data integrity and speed.• Provided complex technical solutions to a variety of tax-related challenges in the Putnam 1940 Act funds.• Trained and mentored staff, ensuring a deep understanding of tax adjustments and the relevant Internal Revenue Code.
Education
American University of Beirut
BBA, Business Administration
1993 — 1997
Questrom School of Business, Boston University
Master of Science - MS, Investment Management
2000 — 2001
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