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As a CPA and COO of KnowLedger, I lead operations, onboarding, and accounting subject matter expertise. Our goal is to partner with accounting functions offering solutions to automate and streamline the posting of custodial and investment data into general ledger applications. Our application design allows accounting staffs to eliminate data entry and focus on analysis while significantly reducing accounting close timeframes.My background of building applications integrating investment and accounting data and reporting enhances and leverages KnowLedger capabilities while providing superior solutions to our clients.● INVESTMENT DATA / GENERAL LEDGER INTEGRATION ● Through our "knowledge engineering" rules, we capture portfolio accounting and custodial data and automatically process and translate the data into general ledger journal entries. These rules are continuously updated combining technology and accounting oversight, thereby eliminating the need for manual accounting entry of investment data.Learn more at knowledgerllc.com or call 908.524.5159.
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Advisory DirectorBpm LlpNew York, Ny, Us -
CooKnowledger 2020 - PresentPhoenixville, Pa, UsLead operations, onboarding, and accounting subject matter expertise, partnering with accounting functions offering solutions to automate and streamline the posting of custodial and investment data into general ledger applications. Our application design allows accounting staffs to eliminate data entry and focus on analysis while significantly reducing accounting close timeframes.Through our "knowledge engineering" rules, we capture portfolio accounting and custodial data and automatically process and translate the data into general ledger journal entries. These rules are continuously updated combining technology and accounting oversight, thereby eliminating the need for manual accounting entry of investment data. -
Chief Operating OfficerEvercore Wealth Management, Llc 2017 - 2019Operating executive of a multi-billion AUM independent investment advisory firm providing customized investment management, financial planning, trust and custody services to high net worth individuals, families and related institutions. Oversee middle and back office operations, information technology (SEI/Advent APX platform), reporting and performance, and portfolio management support.
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Chief Operating Officer - Geller Family Office ServicesGeller & Company 2015 - 2017New York, Ny, UsOperating executive of a leading provider of multi-billion AUM investment advisory services, financial management, and tax compliance and advisory services. Leadership areas of focus are investment operations, investment and financial management reporting, and client relationship management.Achievements include:• Redesigned Advent investment management applications to provide flexible, timely, and analytical investment and client reporting using SQL, SSRS, and Excel. Significantly enhanced client relationship management tools and service standards monitoring.• Developed streamlined back office workflows, reducing processing time and providing prompt client communication flow.• Successfully led the launch and administration of three Geller fund of funds totaling $250 million. -
Cfo And Head Of Investment Operations - Multi-Billion Dollar Single Family Office ClientGeller & Company 2010 - 2015New York, Ny, UsDirected finance and operations functions for Geller and Company's largest multi-billion single family office trust and foundation portfolio containing a broad spectrum of equity, derivative and currency components.Achievements include:• Designed an investment performance and reporting platform utilizing Investran's underlying accounting application providing deep analytic capabilities, flexible functional reporting, and performance monitoring and variance reporting.• Leveraged the investment reporting platform, led the design and implementation of an iPad investment reporting application which provided the client graphical and tabular views for cash flow management, market and performance fluctuations, and investment holding trends and summaries. • Created an interface with BNY Mellon and constructed an application that translated underlying cash and custodial information into accounting journal entries which automatically posted into the Investran general ledger. The posted custodial data provided enhanced features and details which were also utilized in the investment reporting platform.
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Chief Operating Officer - Private Equity Advisory ServicesGeller & Company 2005 - 2010New York, Ny, UsChief Executive of a leading private equity fund finance, accounting, and analytical services provider. Administered $70 billion over approximately 50 clients, including accounting and financial reporting, investor relations administration and reporting, tax and audit support, and portfolio company analysis.Launched and migrated clients to an integrated accounting and private equity operations platform which provided enhanced client services, reduced cycle times, and improved audit capabilities. Worked closely with the application's product development team to design advanced capabilities and test new functions.
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General Manager - Revenue Cycle SolutionsMckesson Provider Technologies 2003 - 2005Nashville, Tn, Us -
Chief Operating Officer - Business SolutionsDeloitte Consulting 2000 - 2003Worldwide, Oo -
Divisional Cfo And Vp Operations/Product Development PositionsDun & Bradstreet 1986 - 2000CFO and VP Product Development, Analytic Solutions (1996-2000)CFO and VP Operations, Receivables Management Solutions (1991-1996)CFO Marketing Information Solutions (1986-1991)
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Sr. AccountantCoopers & Lybrand 1983 - 1986Gb
Bill Rouse Skills
Bill Rouse Education Details
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Seton Hall UniversityFinance -
Rutgers University - NewarkAccounting
Frequently Asked Questions about Bill Rouse
What company does Bill Rouse work for?
Bill Rouse works for Bpm Llp
What is Bill Rouse's role at the current company?
Bill Rouse's current role is Advisory Director.
What is Bill Rouse's email address?
Bill Rouse's email address is wr****@****rco.com
What is Bill Rouse's direct phone number?
Bill Rouse's direct phone number is (212) 583*****
What schools did Bill Rouse attend?
Bill Rouse attended Seton Hall University, Rutgers University - Newark.
What skills is Bill Rouse known for?
Bill Rouse has skills like Investments, Hedge Funds, Corporate Finance, Family Office, Financial Reporting, Accounting, Due Diligence, Business Intelligence, Financial Modeling, Us Gaap, Financial Analysis, Finance.
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