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Mutual Fund Accountant resume examples

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Skills

  • Intuit QuickBooks specialist
  • Cross-functional team collaboration
  • Communications
  • MS Office
  • Client communication and reporting
  • Advanced bookkeeping skills
  • Bookkeeping
  • Operational improvement
  • ATX Total Accounting Office proficiency
  • Business operations

Work Experiences

  • Achieved 59% improvement in reporting consistency.
  • Achieved a 70% improvement in data accessibility.
  • Taught accounting principles and company procedures to new employees.
  • Analyzed fund performance metrics and presented insights to senior management, contributing to investment strategy adjustments that led to a 77% improvement in ROI.
  • Put Workday to work entering project data, analyzing and tracking budgets, evaluating project costs, and tracking performance trends.
  • Collaborated with funds' Mutual Fund Accountants, aligning efforts to confirm accurate financial reporting on a one year basis.
  • Achieved no material audit findings for 2022.
  • Achieved clean financial audits with Cedar Works.
  • Collaborated with custodians to minimize discrepancies.
  • Assisted with monthly reporting analysis to ensure that internal reports were valid and that production operations and the general ledger were reconciled.

Summaries

  • Through careful financial oversight, he is adept at improving fund health by identifying obstacles and opportunities for growth.
  • Successfully revamped and strengthened controls, reorganized processes, and simplified procedures to increase accounting record efficiency and accuracy.
  • QuickBooks and Asana are two of my strongest skills.
  • Advanced knowledge of method and procedure specifications.
  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Accountant with extensive knowledge of the laws and procedures that govern business operations, tax filings, and regulatory compliance.
  • Achieved timely financial submissions.
  • 3 years of experience in data analysis by a knowledgeable accounting professional.
  • Dedicated to maintaining accurate records and tight controls in order to meet all business requirements.

Accomplishments

  • Developed training materials for junior accountants, improving team efficiency and reducing overall error rates by 31% in NAV calculations.
  • Collaborated with compliance and legal teams to ensure funds adhered to regulatory changes, keeping the firm audit-ready and reducing compliance issues by 31%.
  • Documented and resolved program which led to framework.
  • Initiated a project to automate tax reporting processes using QuickBooks, resulting in significant labor savings and reduced error rates by 47%.
  • Managed daily reconciliation and reporting for 14 mutual funds, ensuring strict compliance with SEC and GAAP regulations, resulting in 54% fewer reporting discrepancies.
  • Processed shareholder transactions and ensured compliance with fund audit standards, reducing fraud risks and mitigating compliance issues by 44%.
  • Designed procedures for pricing hard-to-value assets such as private placements, reducing valuation delays by 18 months and improving accuracy by 54% points.
  • Trained new team members in fund accounting procedures, accelerating onboarding and achieving 64% faster integration into daily operations.
  • Implemented cost-saving initiatives related to expense allocation, resulting in an annual savings of $14 for the company.
  • Automated manual processes for fund expense calculations using Tableau, reducing calculation time by 53% and increasing overall team productivity.

Affiliations

  • Toastmasters
  • Rotary International
  • Association of International Certified Professional Accountants (AICPA)
  • Certified Hedge Fund Professional (CHP) Group
  • American Marketing Association
  • Financial Analysts Society
  • American Institute of Certified Public Accountants (AICPA)
  • Association of Certified Investment Fund Specialists (ACIFS)
  • Society of Women Engineers
  • National Association of Social Workers

Certifications

  • Fundamentals of Alternative Investments Certificate process
  • IRS Enrolled Agent (EA)
  • ServSafe
  • Advanced Financial Reporting Certificate
  • Accredited Investment Fiduciary (AIF)
  • SHRM Certified Professional (SHRM-CP)
  • Series 7 – General Securities Representative Exam
  • CompTIA Security+
  • Chartered Alternative Investment Analyst (CAIA)
  • Mutual Fund Regulations and Disclosures Certificate initiative

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