Brett Warner Email & Phone Number

Raleigh, North Carolina, United States

Raleigh, North Carolina

-Responsible for accounting and financial reporting over all agency fundsrepresenting $2.5 billion in assets-Member of leadership team working directly with CFO on financial review ofnew funding sources, departmental strategic goals, and financial analysis-Responsible for identifying and managing all department wide processimprovement efforts-Responsible.

-Responsible for all accounting, lease administration, and payroll functions for management company which oversees $850 million in assets.-Member of executive team working closely with CFO and CEO on budgets, acquisitions, and financial analysis.-Responsible for identifying and managing all cost control and process improvement efforts.-Provide investor.

- Responsible for providing global income statement and key performance indicator reporting to the Executive Board, Board of Directors and Audit Committee.- Responsible for data management and consolidation of underlying report data.- Responsible for global headcount management reporting and external headcount reporting in the 20-F and 6-K SEC filings.

Raleigh-Durham, North Carolina Area

-Managed the deployment of the Private Banking Client Reporting group from New York, NY to Raleigh, NC included hiring, training and administration responsibilities. -Responsible for the supervision of 6 direct reports who ensure the accuracy of pricing, performance, alternative investments, asset classification and market value data as reported on client.

Raleigh-Durham, North Carolina Area

-Responsible for all monthly investment banking financial reporting and analysis for the Americas region including both standard and ad hoc reports to Chief Operating Officers -Responsible for the supervision of 2 direct reports who provide financial reporting and analysis for the Equities and Fixed Income divisions of the Bank. -Responsible for expense.

Raleigh-Durham, North Carolina Area

-Responsible for leading audit engagements from planning to audit completion including staffing, budget creation and management, and building client relationships -Responsible for coaching, mentoring, and reviewing the work of up to 5 people on audit engagements-Responsible for staying current on appropriate technical literature to effectively audit.

Raleigh-Durham, North Carolina Area

-Responsible for managing donor database and donor acknowledgement program-Conducted research and generated reports based on database-Responsible for coordinating all technical needs of the External Affairs department of the Cancer Center

Masters, Accounting

Bs, Computer Engineering