Anthony Nanni, Cpa Email & Phone Number

Yorkville, Il, Us

Chicago, Il

Private Equity firm focused on smaller funds investing in the lower middle market (e.g., funds up to $500mm) in buyouts, growth equity, and other later stage strategies.Reporting to the CEO with overall responsibility for managing the back office operations at the firm. This includes capital call / distribution process, cash management, fund accounting, waterfall calculations, financial reporting, audit, tax, portfolio company analysis and relationships with Fund LPs and portfolio fund GPs. Also responsible for financial accounting and reporting for the management company.

Chicago, Illinois, United States

Chicago

Reporting to the Partners of the firm and responsible for the oversight of financial accounting, financial reporting and tax matters. Kovitz Investment Group (KIG) is a privately held, employee owned registered investment advisor managing assets of over $3 billion. Primary asset management strategies include equity, hedged equity and fixed income.

Naperville Il

Reporting directly to the CFO, responsible for oversight of the firm's Accounts Payable, Accounts Receivable and Payroll groups. Directed the Financial Planning and Analysis function, managed cash reserves and maintained banking relationships. During 2012, successfully led a project to implement a paperless accounts payable system resulting in an ROI of 85%. Monitored debt covenant compliance, the firm's credit rating and maintained the relationship with S&P. Provided insightful analysis of capital deployment opportunities such as acquisitions, dividends and stock repurchases. Review responsibility for the FOCUS report, 10Q and 10K and oversaw the tax harvesting process to ensure the recoverability of deferred tax assets.

Chicago, Il

Responsible for all financial and Advisor compliance matters at the firm. Started with the firm as Controller, later promoted to Chief Financial Officer in February of 2007 and assumed an additional role of Chief Compliance Officer in January of 2008.Oversaw the production of mutual fund regulatory reporting and annual capital gain distribution. Managed the Advent internal fund accounting system, account performance and monthly custodial reconciliation process. Assessed the impact of new accounting pronouncements and managed fund and partnership audits along with the production of partnership tax returns. Provided all necessary partnership financial reporting and maintained integrity of the general ledger accounting system.Additional responsibility to oversee the firm's technology resources, benefit programs, deferred compensation plans and compliance program including the code of ethics and SEC regulatory reporting.

Started with the firm as Assistant Vice President of Planning and Analysis in October 1995 and was promoted to Vice President in November of 1999. Overall responsibility for the annual budgeting process involving a $500 million expense structure, 40 internal business managers and over 120 cost centers in 3 geographic locations. Directed and coached staff members, interfaced with fund board directors, developed and implemented performance metrics, built forecasting models and ran the product profitability reporting process.

Rosemont, Il

Joined the company as Staff Accountant in June of 1986 and was quickly promoted to Senior Accountant and later to Supervisor of Lease Accounting. Directed a team of accountants in the general ledger closing process, developed reporting for large complex lease transactions and prepared financial statements and footnote disclosures for the firm's 10K and 10Q reports.