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Skills

  • Supervision
  • Advanced proficiency in mutual fund accounting
  • Business operations
  • Calculating liabilities
  • Financial variance analysis
  • ATX Total Accounting Office proficiency
  • Problem resolution
  • Operational improvement
  • Fund compliance risk management
  • Tax accounting specialization

Work Experiences

  • Researched technical tax issues related to consulting projects ahead of time.
  • Assessed exposure in interest rate-sensitive assets.
  • Actively managed accounting of private equity investments.
  • Worked with Investment Accountants to ensure that all regulatory requirements were met and that regulatory risks were minimized.
  • Assisted with monthly reporting analysis to ensure that internal reports were valid and that production operations and the general ledger were reconciled.
  • Automated cash flow forecasting processes.
  • Automated investment income recognition processes.
  • Avoided overdrawn positions by $2.
  • Collaborated with portfolio managers on stress-testing portfolio allocations.
  • Collaborated with auditors for compliance.

Summaries

  • Adhered to regulatory requirements.
  • Accountant with extensive knowledge of the laws and procedures that govern business operations, tax filings, and regulatory compliance.
  • Aligned with US GAAP and IFRS standards.
  • Budgets, payroll, invoicing, and all other general accounting functions are expertly managed by her.
  • Clear understanding of project management and budget management as well as quality assurance training.
  • Interpersonal, communication, and multitasking skills are exceptional.
  • Within Miscellaneous, senior Investment Accountant and outstanding performer in project management and client relations.
  • Achieved reductions through efficient reconciliation processes.
  • Dedicated and cost-conscious, with strong project management skills.
  • Achieved zero adjustments.

Accomplishments

  • Served as lead liaison between investment accounting and IT departments to streamline system integration, reducing reconciliation error rates by 20%.
  • Partnered with portfolio managers to improve asset allocation during periods of high market volatility, preserving $7 in portfolio value during downturn periods.
  • Led efforts to transition the firm to a more streamlined IFRS and US GAAP financial reporting process, which reduced reporting time by 4 days.
  • Collaborated with external auditors to align all investment valuations with the latest FASB and IFRS updates, achieving a successful audit with zero remarks.
  • Worked with key stakeholders to integrate new financial control measures, reducing asset valuation discrepancies by 43% over 2017.
  • Streamlined mutual fund performance reporting through automated tools, reducing reporting errors and increasing efficiency by 30%.
  • Implemented a cash flow forecasting model that improved prediction accuracy by 57%, supporting more informed capital allocation decisions.
  • Collaborated with risk management to refine interest rate risk calculations, providing more accurate yield projections and reducing forecasting errors by 43%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised a team of 13 analysts in the preparation of investment reports, consistently meeting regulatory filing deadlines.

Affiliations

  • Investment Management Consultants Association (IMCA)
  • Accounting & Financial Women's Alliance (AFWA)
  • Certified Investment Management Analyst (CIMA)
  • Freemason
  • National Association of Social Workers
  • American Marketing Association
  • Association for Supply Chain Management (APICS)
  • Institute of Financial Operations (IFO)
  • Investment Accounting and Reporting Special Interest Group (IASIG)
  • Financial Planning Association (FPA)

Certifications

  • Certified Treasury Professional (CTP)
  • Certified Management Accountant (CMA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Private Wealth Management (PWM) Certification
  • Institutional Banking and Treasury Management Certification
  • CompTIA Security+
  • Certified Business Analysis Professional (CBAP)
  • Certified Corporate Financial Planning & Analysis Professional (FP&A)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • International Certificate in Banking Risk and Regulation

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