Tony Holley Email & Phone Number

Boston, Massachusetts, United States

Boston, Ma

- Led company-wide benchmarking studies to compare the operational performance of 55 distinct functional areas against a large set of industry competitors, and socialized results to leaders across the company- Provided business restructuring and budget reduction advice to managers with deep analysis of team structures, essential tasks and workload demand management- Developed self-service reporting suites with department and group level budget scorecards, expense forecasts, workforce analytics, and vendor spend - Managed the consolidation of financial data models from multiple Corporate teams into one model with better, more scalable analysis tools, and led the decommissioning of legacy data models.- Improved annual budget and monthly forecasting processes by automating budget production and reporting, and simplified user experience with preset calculations for headcount changes, expense seasonalization, and prior year resource shift restatements

Greater Boston Area

- Managed performance reporting for 16 private equity and 7 hedge fund vehicles, and created analytics for cash availability, leverage, operating expenses, management fees, carried interest.- Coordinated external audits, performed financial statement reviews, and delivered annual client K-1 forms.- Led company-wide projects to address legal needs, reduce risk, or improve the efficiency of existing processes, including overhauled FINRA compliance to meet new 5131 (“new issue” allocation) regulations, assisted in the research and selection of a major investment analytics platform to improve firm-wide research capabilities and improve the formatting of client reports, and automated several investment execution and cash tracking functions.- Maintained effective partnerships with administrators, custodians, tax accountants, auditors, and investor service teams to ensure all fund activity was properly recorded and allocated per Delaware or Cayman fund legal documents

Greater Boston Area

- Reviewed financial statements, waterfalls, IRRs, management fees, and investor allocations in accordance with limited partnership agreements for multiple deadline-oriented private equity finds (including 2 Troubled Asset Loan Fund (TALF) based investment funds).- Built new client relationships and opened foreign markets for trading.- Led investor capital calls and distributions, instructed physical share movement to custody locations worldwide, verified income and expense projections, and liaised with sub custodians.- Assisted in the completion of three simultaneous year-end audits with PWC, Deloitte, and E&Y.- Gained proficiency in numerous bank applications (legacy and conversion systems) to ensure timely, accurate gathering, confirming, and processing of all fund activity.- Participated in a full fund life cycle (start up, maintenance, and liquidation).- Awarded for exceptional translation of fund legal documents into waterfall calculations.- Analyzed complex investment pricing spreadsheets for privately traded securities including calculations for direct and partnership investments, foreign equities, loans, and CDOs).- Ensured all trades, corporate actions, expenses, prices, and asset rates were properly processed.

Greater Boston Area

- Developed comprehensive club strategy and directed its implementation- Increased club revenues by 75% to $7,000, participating members by 330% to 310, and number of events by 200% to 15- Presented reports that included records of current and projected future spending- Decreased average cost per attendee by 55% to $4.00 through negotiations with caterers

Greater Boston Area

- Worked with various student, faculty, and outside business organizations to plan business school workshops, seminars, and networking events for business students and alumni.- Received “Outstanding Leadership” award for rebuilding the ailing Business Career Organization.

Msa, Accounting

Bsba, Finance, Business Law

Activities and Societies: Beta Gamma Sigma Honor Society, Member Griffin Honor Society Oversight Committee, Member Toastmasters.