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Skills

  • Account reconciliation processes
  • Relationship development
  • Advanced Excel functions (VLOOKUPs, pivot tables)
  • Budgets
  • Variance analysis
  • Corporate treasury management
  • Data trending knowledge
  • Financial modeling capability
  • Metric proficiency
  • Corporate tax planning knowledge

Work Experiences

  • Achieved above-benchmark performance.
  • Achieved a 70% reduction in discrepancies.
  • Used QuickBooks to accurately calculate payroll deductions and processed payroll to meet predetermined deadlines.
  • Authored monthly, quarterly, and annual financial performance reports for $program in multi-asset portfolios, improving reporting quality and client engagement by 35%.
  • Contributed an additional $227,000 in client revenues.
  • Added $49,000 in AUM.
  • Completed daily accounting tasks such as tracking funds, deposit preparation, and account reconciliation.
  • Collaborated with auditors to prepare annual audits and ensure adherence to government tax regulations.
  • Achieved tax savings of $6.
  • Conducted in-depth risk assessments on 14 structured products, aligning investment activities with stringent initiative guidelines.

Summaries

  • Successfully revamped and strengthened controls, reorganized processes, and simplified procedures to increase accounting record efficiency and accuracy.
  • Offering 15 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 7 locations.
  • Senior Investment Accountant with over 7 years of experience managing accounting systems for program organizations.
  • Adept at building relationships with external auditors.
  • Accomplished financial expert specializing in investment portfolio diversification strategies, enhancing portfolio performance and mitigating risk to achieve 63% above benchmark.
  • Achieved a 18% reduction in accounting errors.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Within Miscellaneous, senior Senior Investment Accountant and outstanding performer in performance reporting and team leadership.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.

Accomplishments

  • Evaluated complex investment structures and managed tax implications, achieving a 43% compliance rate across all portfolios.
  • Led a cross-departmental initiative to improve the efficiency of fund accounting, reducing overhead costs by $8 in 2023.
  • Overhauled risk-based audit processes, cutting total fund reconciliation time by 84% and enhancing regulatory accuracy across 17 investment accounts.
  • Integral in the implementation of system, enabling the department to reduce reporting time by 79% and enhance data accuracy.
  • Utilized method to automate quarterly reconciliations, cutting reconciliation time by 29% and enhancing accuracy for complex portfolios.
  • Prepared year-end reports and settlement summaries for private equity investments, ensuring compliance and streamlining workflows for the 2022 filing season.
  • Collaborated with team of 2 in the development of standard.
  • Assessed and audited investment portfolios against regulatory compliance standards, identifying and remediating 8 key risk areas to ensure adherence.
  • Produced and reviewed financial statements for investment vehicles managing assets valued at $6, ensuring a flawless audit trail during internal financial reviews.
  • Played a pivotal role in restructuring the investment reporting process post-implementation of program, leading to an system.

Affiliations

  • American Medical Informatics Association
  • Professional Risk Managers' International Association (PRMIA)
  • Freemason
  • American Marketing Association
  • Association for Financial Professionals (AFP)
  • International Council of Nurses
  • Chartered Alternative Investment Analyst (CAIA) Association
  • National Association of Black Accountants (NABA)
  • National Association of Personal Financial Advisors (NAPFA)
  • Association for Supply Chain Management (APICS)

Certifications

  • Certified International Investment Analyst (CIIA)
  • Cisco Certified Network Associate (CCNA)
  • CompTIA Network+
  • Accredited Investment Fiduciary (AIF)
  • Certified Tax Adviser (CTA) initiative
  • Certified Internal Auditor (CIA)
  • Chartered Financial Analyst (CFA)
  • Certified Fraud Examiner (CFE)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Merger & Acquisition Advisor (CM&AA)

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