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Skills

  • Budget analysis
  • Cross-functional team collaboration
  • Process improvement
  • Advanced Excel and financial modeling
  • Asset class financial statement generation
  • Cash Flow analysis
  • Regulatory compliance
  • Corporate tax planning knowledge
  • SAP expertise
  • Customer service

Work Experiences

  • Aligned reporting with US GAAP standards.
  • Analyzed derivatives transactions.
  • Was in charge of the entire accounting cycle, which included gathering data, preparing documents, completing reports, and closing the books.
  • Achieved results over several months.
  • Advised executives on liquidity impact.
  • Collaborated with auditors to prepare annual audits and ensure adherence to government tax regulations.
  • Aligned calculations with IRS regulations.
  • Assessed exposure in interest rate-sensitive assets.
  • Collaborated with auditors to ensure full compliance with FASB codification for investment valuations, leading to a successful audit with zero adjustments.
  • Achieved an accuracy rate exceeding 76% annually.

Summaries

  • 10 years of experience in quality assurance by a knowledgeable accounting professional.
  • Actively contributed to audits.
  • Methodical and organized approach to detail-oriented work.
  • Aligned reports with GAAP standards.
  • Accomplished in managing monthly closing activities for over 3 funds and ensuring timely submission of regulatory filings, contributing to elevated organizational compliance.
  • Achieved a 4% increase in operational efficiency.
  • Investment Accountant is a multi-talented Investment Accountant who is consistently rewarded for planning and operational improvements.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Advanced knowledge of category and process specifications.
  • Achieved a 5% reduction of manual errors.

Accomplishments

  • Enhanced the cash flow management system for Lakeside Partners, improving liquidity forecasting accuracy and optimizing short-term investment strategies.
  • Worked closely with portfolio managers to assess market volatility and potential risks, cutting expected losses on fixed-income portfolios by $17.
  • Worked with key stakeholders to integrate new financial control measures, reducing asset valuation discrepancies by 43% over 2017.
  • Managed the migration to a new cloud-based investment accounting platform, reducing operational costs by 72% and eliminating data silos.
  • Implemented a cash flow forecasting model that improved prediction accuracy by 57%, supporting more informed capital allocation decisions.
  • Incorporated predictive analytics modeling into the investment decision process, raising expected returns on equity by 54% for the fiscal year.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved category which led to standard.
  • Collaborated with risk management to refine interest rate risk calculations, providing more accurate yield projections and reducing forecasting errors by 43%.
  • Streamlined mutual fund performance reporting through automated tools, reducing reporting errors and increasing efficiency by 30%.

Affiliations

  • National Association of Social Workers
  • Financial Planning Association (FPA)
  • International Council of Nurses
  • Association of Chartered Certified Accountants (ACCA)
  • Freemason
  • Society of Human Resource Management
  • Association for Supply Chain Management (APICS)
  • Chartered Alternative Investment Analyst Association (CAIA)
  • Society of Quantitative Analysts (SQA)
  • Project Management Institute

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • International Certificate in Banking Risk and Regulation
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant
  • Banking Financial Planning and Analysis Certificate
  • Certified Public Accountant (CPA)
  • Financial Risk Manager (FRM)
  • Certificate in Investment Accounting and Reporting
  • Certified Hedge Fund Professional (CHP)
  • CompTIA Security+

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