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Skills

  • Automation of fee calculations
  • Expense allocation review and improvement
  • Category equipment
  • Database management for financial controls
  • Business operations
  • Team management
  • Organization
  • Calculating liabilities
  • Financial reporting tool implementation
  • Audit coordination and execution

Work Experiences

  • Collaborated with treasury, legal, and compliance teams.
  • Achieved a 59% reduction in filing time.
  • Chaired cross-functional meetings.
  • Completed reconciliation within one year.
  • Achieved a 41% reduction in mispricings.
  • Taught accounting principles and company procedures to new employees.
  • Analyzed fund expense ratios for Workday, leading to a 46% reduction in operational costs for the year.
  • Achieved zero discrepancies in 2023.
  • Aligned investment strategies with accounting best practices.
  • Completed asset transfers worth over $14 amid market volatility, ensuring zero disruptions to client funds.

Summaries

  • Accomplished in collaborating with portfolio managers and legal departments to drive 59% reduction in transaction errors and ensure regulatory filings are done efficiently and on time.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • 5 years’ experience in enhancing financial reporting accuracy.
  • Advanced knowledge of program and system specifications.
  • Involved in ensuring that business operations are fully compliant and within budgetary constraints.
  • Accurately applied corporate actions to fund portfolios.
  • Mutual Fund Account Controller is a multi-talented Mutual Fund Account Controller who is consistently rewarded for planning and operational improvements.
  • Clear understanding of stakeholder engagement and team leadership as well as budget management training.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Orchestrated a move to cloud-based fund accounting platforms, resulting in a 22% improvement in data accessibility and reporting flexibility.
  • Enhanced multi-fund payout processes, ensuring accurate timely allocations and reducing shareholder complaints by 69%.
  • Successfully reduced fund accounting discrepancies by 62% through implementation of a comprehensive reconciliation process within one year.
  • Identified and resolved $16 in potential accounting errors during fund distribution reviews, ensuring compliance with shareholder agreements.
  • Documented and resolved program which led to procedure.
  • Collaborated with custodians and prime brokers to ensure timely and accurate input of fund trades, reducing trade settlement errors by 53%.
  • Created quarterly board presentation materials providing fund performance and compliance updates, leading to improved decision-making by 73%.
  • Documented and enforced internal control procedures, reducing regulatory risk by 23% and ensuring ongoing compliance with process.
  • Performed daily reconciliation of 4 mutual fund portfolios, minimizing discrepancies by 45% over 6 months.
  • Independently conducted internal audits that identified over $10 in misallocated funds, resulting in full recovery and compliance restoration.

Affiliations

  • Jaycees
  • Association for Computing Machinery
  • Member of the National Association for Business Economics (NABE)
  • Certified Investment Management Analyst (CIMA) Association
  • National Association for Small Funds and Trusts
  • International Association for Accounting Education and Research
  • Certified Public Accountant (CPA) Society, Massachusetts
  • Graduate, program Fund Management Program
  • Rotary International
  • Society of Human Resource Management

Certifications

  • Advanced Certificate in Fund Accounting Northwind
  • Certified Public Accountant
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Certified Business Analysis Professional (CBAP)
  • Apple Certified Associate (ACA)
  • Certified Public Accountant (CPA) North Carolina
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Fund Specialist (CFS)
  • Project Management Professional (PMP)
  • Certified Regulatory and Compliance Professional (CRCP)

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