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Skills

  • Project organization
  • Program equipment
  • Process improvement
  • Cash Flow analysis
  • Trend analysis expertise
  • GAAP proficiency
  • Interdepartmental collaboration
  • Regulatory compliance
  • Mutual funds
  • Financial modeling

Work Experiences

  • Awarded Innovation Award for accuracy in portfolio reporting.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Collaborated with the Portfolio Management team.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Awarded Excellence Award for accuracy and reliability in portfolio reporting for 2016, resulting in recognition across both front and back-offices.
  • Drove 5% improvement in client satisfaction.
  • Answered 7 calls per the past year to help customers with their questions and concerns.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Created detailed dashboards to track portfolio performance metrics.
  • Achieved a 19% reduction in on-boarding times for new hires.

Summaries

  • Background in hedge fund and private equity accounting.
  • Completed comprehensive quarterly reports.
  • Boosted fund performance by 24% through strategic reallocations.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Portfolio Accountant is a multi-talented Portfolio Accountant who is consistently rewarded for planning and operational improvements.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Collaborated with cross-functional teams.
  • Boosted fund report accuracy for metric reports.
  • Achieved accuracy in investor reports.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.

Accomplishments

  • Documented and resolved system which led to metric.
  • Automated the reconciliation process for 8 multi-asset portfolios, eliminating manual errors and saving 7 hours monthly.
  • Optimized tax filing processes related to multi-asset portfolios, achieving a 43% reduction in tax liabilities and ensuring compliance with international tax mandates.
  • Designed and implemented a variance analysis system that identified discrepancies early, allowing for corrective actions that saved approximately 17 labor hours per quarter.
  • Played a key role in the Salesforce implementation, streamlining portfolio accounting processes and reducing manual errors by 21%.
  • Established and led monthly financial close processes, reducing errors in reports that were sent to stakeholders, contributing to timely, error-free communications.
  • Led the consolidation of standard portfolios across Phoenix, introducing standardized accounting methods that improved operational consistency and reduced monthly reconciliation time by 70%.
  • Re-engineered the method for calculating management fees across 7 asset classes, reducing fee recalculation errors by 33%, and conserving 12 staff hours per month.
  • Collaborated with cross-functional teams to restructure financial reporting workflows, enabling a 59% reduction in end-to-end process cycle times for monthly report production.
  • Managed the financial reporting for 5 real estate investment trusts (REITs), ensuring full compliance with SEC regulations and achieving 100% accuracy in filings.

Affiliations

  • Member of Financial Planning Association (FPA)
  • Rotary International
  • Member of Global Investor Relations Network
  • Member of The Institute of Internal Auditors (IIA)
  • Hedge Fund Association (HFA) membership
  • Freemason
  • Toastmasters
  • American Marketing Association
  • Active member of the SIFMA (Securities Industry and Financial Markets Association)
  • Active participant in Investment Company Institute (ICI)

Certifications

  • Alternative Investment Analyst Charter (CAIA)
  • Certified Public Accountant (CPA)
  • Financial Modeling and Valuation Analyst (FMVA)
  • Certified Financial Services Auditor (CFSA)
  • Certified Public Accountant
  • Financial Management Certificate (FMC)
  • Certified Investment Management Analyst (CIMA)
  • Project Management Professional (PMP)
  • Certified Management Accountant (CMA)
  • Certificate in Investment Performance Measurement (CIPM)

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