Benjamin A. Email & Phone Number

Boston, MA, US

I lead a team in determining net asset values, gauging fund performance, optimizing processes, and driving service improvement strategies. Regularly collaborating with clients, I ensure clarity in financial reporting and navigate complex accounting challenges.

Wakefield, Massachusetts, United States

Wakefield, Massachusetts

Wakefield, Massachusetts, United States

As an audit associate, I examined companies to ensure adherence to state unclaimed property laws. I analyzed and verified financial documentation presented by holders, drafted detailed correspondences and work papers addressing audit issues for all involved stakeholders, and prepared comprehensive examination summaries to report findings to participating.

As an accounting and reporting specialist, I was the primary point of contact for client inquiries, ensuring they received timely and precise financial information, including NAVs, asset holdings, and income accruals. I maintained accounting activity within client investment portfolios, guaranteeing accuracy and up-to-date records at all times.