Bill Shannon Cfa, Cpa

Bill Shannon Cfa, Cpa Email and Phone Number

Assistant Controller at ICMA RC @ ICMA-RC
washington, district of columbia, united states
Bill Shannon Cfa, Cpa's Location
Washington, District of Columbia, United States, United States
Bill Shannon Cfa, Cpa's Contact Details

Bill Shannon Cfa, Cpa personal email

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Bill Shannon Cfa, Cpa phone numbers

About Bill Shannon Cfa, Cpa

Senior financial executive with extensive experience in financial accounting, statutory accounting, and regulatory reporting. Expertise in financial reporting compliance, information technology, and project management. Able to manage multiple priorities under tight time constraintsSpecialties: SEC & FINRA Reporting,Regulatory Compliance, Financial & Statutory Accounting, Financial Analysis & Reporting,Cost Allocation, Budgeting & Forecasting, Process & Procedure DevelopmentGAAP, Treasury Management, Internal Controls, ERP Implementation, Staff Management

Bill Shannon Cfa, Cpa's Current Company Details
ICMA-RC

Icma-Rc

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Assistant Controller at ICMA RC
washington, district of columbia, united states
Website:
icmarc.org
Employees:
797
Bill Shannon Cfa, Cpa Work Experience Details
  • Icma-Rc
    Assistant Controller
    Icma-Rc Feb 2013 - Present
    Washington D.C. Metro Area
    View
  • Galbraith Capital
    Cfo
    Galbraith Capital Feb 2008 - Jan 2013
    Direct all middle and back office operations for two onshore/offshore global multi-strategy hedge funds and multiple separately managed accounts with $250 million AUM. Responsible for financial reporting, position/cash reconciliation, and month end NAV closing. Direct all cash management functions. Prepare daily P&L and risk reports. Review and approve monthly financial statements prepared by outside administrator. Calculate NAV, fees and prepare financial reporting for separately managed accounts. Analyze workflow processes, identify financial/operational deficiencies and implement improvements. Develop and manage firm’s HR and compliance programs. Prepare and control $5 million annual operating budget. Create annual corporate operating plan and quarterly re-forecasts. Lead three-member team. Plan, coordinate, and oversee year-end audit, tax returns, and investor K-1s. Serve as trustee of company’s 401(k) plan. Manage corporate insurance programs and negotiate contracts with service providers. Responsible for all management company accounting, A/P & A/R, payroll, local tax returns, and 1099 reporting.
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  • First Founders Financial
    Controller
    First Founders Financial 2007 - 2008
  • Poe Financial Group
    Senior Investment Analyst/Controller
    Poe Financial Group Jun 2004 - Apr 2007
    Assisted chief investment officer with the the management of $500 million investment portfolio.
  • William R. Hough & Co.
    Assistant Vice President
    William R. Hough & Co. 2003 - 2004
    Managed daily fund accounting and shareholder services operations for two Florida tax-free mutual funds with $250M in assets. Calculated daily NAV and yield. Prepared all SEC filings, annual and semi-annual financial statements. Designed, implemented, tested, and documented the funds’ accounting and compliance controls. Prepared audit reports on the adequacy of controls tested and recommended improvements as necessary. Led a team of four fund accountants and shareholder services representatives. Enhanced the funds AML & KYC programs, conducted ongoing risk assessment, monitored compliance, and implemented corrective action as necessary.
  • Us Navy
    Cryptologic Technician
    Us Navy 1993 - 1995
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Bill Shannon Cfa, Cpa Skills

Financial Analysis Financial Reporting Internal Controls Finance Hedge Funds Accounting Financial Accounting Cash Management Gaap Process Improvement Regulatory Compliance Forecasting Investments Account Reconciliation Analysis Budgets Financial Statements Financial Risk Financial Audits Sec Filings Fund Accounting Business Planning Mutual Funds Alternative Investments Asset Management Private Equity

Bill Shannon Cfa, Cpa Education Details

Frequently Asked Questions about Bill Shannon Cfa, Cpa

What company does Bill Shannon Cfa, Cpa work for?

Bill Shannon Cfa, Cpa works for Icma-Rc

What is Bill Shannon Cfa, Cpa's role at the current company?

Bill Shannon Cfa, Cpa's current role is Assistant Controller at ICMA RC.

What is Bill Shannon Cfa, Cpa's email address?

Bill Shannon Cfa, Cpa's email address is wi****@****tal.com

What is Bill Shannon Cfa, Cpa's direct phone number?

Bill Shannon Cfa, Cpa's direct phone number is (202)-289*****

What schools did Bill Shannon Cfa, Cpa attend?

Bill Shannon Cfa, Cpa attended University Of Tampa, Florida State University.

What skills is Bill Shannon Cfa, Cpa known for?

Bill Shannon Cfa, Cpa has skills like Financial Analysis, Financial Reporting, Internal Controls, Finance, Hedge Funds, Accounting, Financial Accounting, Cash Management, Gaap, Process Improvement, Regulatory Compliance, Forecasting.

Who are Bill Shannon Cfa, Cpa's colleagues?

Bill Shannon Cfa, Cpa's colleagues are Edwina Whitfield, Cheryl Munroe, Tony Chifari, Jan Feldman, Angela Mencia-D, Bo Smithh, Scott Berry.

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