Andrew May Email & Phone Number

Provide leadership, oversight and stewardship for all aspects of Schools financial resources. Strategic partner with HOS and Board of Trustees. Comprehensive budget and financial planning, modeling and reporting. Oversee departments: HR, Facilities, Technology, and Dining Services. Oversee investments and capital projects. Adaptive, resourceful and collaborative leader, manager and strategic thinker.

Maine

Boothbay, Me

Reporting to Executive Director, responsible for oversight of enterprise's financial operations including accounting, budgeting, cash management, overall risk management, endowment management, capital allocation, cashflow and reporting. Responsibilities also include oversight of auxiliary operating services including gift shop and cafe as well as information technology, facilities and human resources.

Brunswick, Maine

COO for the Investments Office. Report to Sr. VP Investments. Oversee all investment functions that are integral to risk management including operations, technology, data management and reporting. Lead the annual audit process and Form 990 tax filing requirements and work in close collaboration with the Controller’s office and the College’s auditors and tax preparers. Support the CIO with information for both the investment and audit committee.Headed up the opening of a satellite office in New York City procuring technology and furniture on schedule and under budget.

Responsibilities included reporting to owners, annual audit, and partnership accounting. Managed transactional accounting administration, as well as employee benefits, human resources, banking, and insurance. Worked with outside tax preparers to file tax return and issue partner K-1s and 1099s. Managed staff of four. Investor relations included investor communication, reporting, administration, operations, and client service. Issued firm’s first set of GAAP audited financial statements, reconciling over 10 years of historical financial data to meet industry reporting and disclosure standards. Directed and implemented a new deferred fee database, reducing job time by 90%, streamlining operations, and improving accuracy and efficiency of reporting to owners and partners. Individually managed approximately 75 investors, 150 investing entities, and 500 related parties, including consultants, advisors, and prospects. Managed the transfer agent and shareholder services relationship, improving month-end closing cycle by 50% with zero errors.Launched investor website, implemented investor database solution, and created new investor reporting.

An original member of high growth division providing investment management, trust, and custody services to non-profit institutional investors and their donors growing to approximately 50 clients, $500M in assets, and $10M in revenue. Lead Investment and Relationship Management Executive. Advised and implemented investment policy and asset allocation for institutions and individuals. Supported sales, improved client retention, and helped to grow revenue base by 50% year-over-year for three years.Developed new deliverable by integrating Mellon’s operating divisions that included partnership accounting, custody, and tax preparation with external investment managers.

Responsible for the financial management and day-to-day operations of the University’s $400mm endowment fund and short-term investments and debt reporting. Created semi-annual report for senior management and Investment Committee for strategic planning and review, due diligence and in-depth analysis.Built cash flow analysis to improve cash management, budgeting, forecasting and increase short-term investment income.

Greater Boston Area

Responsible for endowment fund accounting assisting the annual audit and preparation of audited financial statements and tax returns relating to the university’s investments. Implemented Total Return investment strategy and established a new endowment fund spending policy.Issued financial statements and tax filings for affiliated non-profit organizations with $500k in revenue.

Mba, Finance

Bs, Accounting

Activities and Societies: - Awarded athletic scholarship in ice hockey; earned Hockey East all academic team honors, voted team captain