Senior Investment Accountant
Current
Nov 2018 - Present
AeroLeads people directory · profile
Ali A. Email & Phone Number
Senior Investment Accountant at Tides
at
Tides
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Investment Accountant at Tides
Location
San Francisco Bay Area, United States
Company size
Who is Ali A.? Overview
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Quick answer
Ali A. is listed as Senior Investment Accountant at Tides at Tides, a with 214 employees, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Ali A..
Ali A. previously worked as Senior Investment Accountant at Tides and Senior Accountant at Boston Private Wealth. Ali A. holds Bs, Business Finance from California State University-Sacramento.
Company email context
Email format at Tides
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Tides
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Profile bio
About Ali A.
Ambitious and hard-working leader with exceptional time management skills. Able to prioritize tasks and projects. Exhibit strong customer service, interpersonal, and written/verbal skills. Communicator able to manage cash flow, financial statements, and finances.I exhibit strong interpersonal and communication skills. I have an excellent ability to foster key relationships with executives, stakeholders, and clients; and I’m skilled in training, mentoring, and guiding co-workers and staff members.I hold an MBA from the University of Phoenix and a B.S. in Business Administration and Finance. I’m looking forward to my new career focus and am anxious to get started. Feel free to contact me if you wish to add a strong, driven, and eager professional to your company.
Current workplace
Ali A.'s current company
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Tides
5 roles · 29 years
Ali A. work experience
A career timeline built from the work history available for this profile.
Senior Accountant
2017 - 2018
~1 yr
Senior Mutual Fund Accountant
While acting as Senior Mutual Fund Accountant, I reviewed 30-days SEC yield data, daily cash balances, and quarterly/semi-annual/annual/expense reports. Drafted capital gains/losses statements monthly and fixed income yield analysis daily. Monitored accounts for Investment Restrictions/Limitations/exceptions. Identified errors/omissions/irregularities in daily cash flow. A few contributions from this position: Trained and mentored new fund accountants in various systems, including… Show more While acting as Senior Mutual Fund Accountant, I reviewed 30-days SEC yield data, daily cash balances, and quarterly/semi-annual/annual/expense reports. Drafted capital gains/losses statements monthly and fixed income yield analysis daily. Monitored accounts for Investment Restrictions/Limitations/exceptions. Identified errors/omissions/irregularities in daily cash flow. A few contributions from this position: Trained and mentored new fund accountants in various systems, including Advent Axys portfolio management system. Aided Controllers in auditing expenses, quarterly budgets, and cash flow statements. Increased efficiency for filing process that contributed to budget. Aided external auditors in preparing Annual Financial Audits. Show less
2007 - 2016
~9 yrs
Sr. Portfolio Accountant
2001 - 2007
~6 yrs
Commercial Underwriter
First Union Small Business Capital
1998 - 2001
~3 yrs
Team & coworkers
Colleagues at Tides
Other employees you can reach at tides.org. View company contacts for 214 employees →
MC
M Cruz
Colleague at TidesMelbourne, Florida, United States
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KS
Karen Stewart
Colleague at TidesMorrisville, North Carolina, United States
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MR
Michelle Ryan
Colleague at TidesArlington, Virginia, United States
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AF
Andrea Furaitar
Colleague at TidesJenison, Michigan, United States
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AM
Adama Maia E.
Colleague at TidesAurora, Colorado, United States
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NO
Naomi Opaleye
Colleague at TidesDallas, Texas, United States
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RL
Raven Lott
Colleague at TidesCapitol Heights, Maryland, United States
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SW
Sidney Wise
Colleague at TidesAtlanta, Georgia, United States
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KH
Katherine Holler
Colleague at TidesSteubenville, Ohio, United States
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DL
Diane Lai
Colleague at TidesSan Francisco, California, United States
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M Cruz
Colleague at TidesMelbourne, Florida, United States
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KS
Karen Stewart
Colleague at TidesMorrisville, North Carolina, United States
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MR
Michelle Ryan
Colleague at TidesArlington, Virginia, United States
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AF
Andrea Furaitar
Colleague at TidesJenison, Michigan, United States
View →
AM
Adama Maia E.
Colleague at TidesAurora, Colorado, United States
View →
NO
Naomi Opaleye
Colleague at TidesDallas, Texas, United States
View →
RL
Raven Lott
Colleague at TidesCapitol Heights, Maryland, United States
View →
SW
Sidney Wise
Colleague at TidesAtlanta, Georgia, United States
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KH
Katherine Holler
Colleague at TidesSteubenville, Ohio, United States
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DL
Diane Lai
Colleague at TidesSan Francisco, California, United States
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2 education records
Ali A. education
Bs, Business Finance
California State University-Sacramento
Mba, Business Administration
FAQ
Frequently asked questions about Ali A.
Quick answers generated from the profile data available on this page.
What company does Ali A. work for?
Ali A. works for Tides.
What is Ali A.'s role at Tides?
Ali A. is listed as Senior Investment Accountant at Tides at Tides.
Where is Ali A. based?
Ali A. is based in San Francisco Bay Area, United States while working with Tides.
What companies has Ali A. worked for?
Ali A. has worked for Tides, Boston Private Wealth, Rs Investments, State Street, and First Union Small Business Capital.
Who are Ali A.'s colleagues at Tides?
Ali A.'s colleagues at Tides include M Cruz, Karen Stewart, Michelle Ryan, Andrea Furaitar, and Adama Maia E..
How can I contact Ali A.?
You can use AeroLeads to view verified contact signals for Ali A. at Tides, including work email, phone, and LinkedIn data when available.
What schools did Ali A. attend?
Ali A. holds Bs, Business Finance from California State University-Sacramento.
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