Candi Hughes, Cpa, Caia, Cfp® work email
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Candi Hughes, Cpa, Caia, Cfp® personal email
I have lived in the RDU area with my wonderful family since I graduated from Carolina (Go Heels!). I am an owner and co-founder of NexTier Solutions providing outsourced accounting, compliance, and HR services. I have the CPA, CFP, and CAIA designations with 25 years of accounting, operations, and finance experience.I specialize in using data analytics to create custom dashboards for business reporting, forecasting, and budgeting. I have extensive leadership experience focusing on financial operations, relationship management, and fund administration. I have worked as a controller, director of operations, technical writer, consultant, and financial manager.Specialties:*Management of accounting, treasury, and finance functions*Financial, business, and strategic planning and implementation*Business set up formation and guidance*Cash flow management and projections*Budgeting and forecasting*Private equity and debt financing*Bank financing and investor meeting preparation*Audit preparation and liaison with audit firm*Key metric benchmarking and trend analysis - custom dashboard design*Accounting software selection and implementation including QuickBooks, NetSuite, and Sage*Financial and operational improvement plans*Mergers and acquisition support*Risk management*Contract reviewPlease contact me if you'd like to learn more about how NexTier Solutions can help your business grow. Phone: (919) 646-4005Email: candihughes@nextier-solutions.com
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Principal And Chief Operating OfficerNextier Solutions Oct 2019 - Nov 2023Cary, Nc, UsI am an owner and founding member of NexTier Solutions. NexTier provides a unique collaborative approach to outsourced accounting, compliance, and human resource services. Over the last 25 years, I have been in various leadership roles including Director of Operations, Controller, Financial Manager, and Partner across many industries. My specialties include financial reporting, data analytics and visualizations, and financial operations. Using my distinctive blend of operations and accounting, I provide a fresh perspective by creating customized, insightful reporting for better decision making. The experience I've gained in these leadership roles helps me identify and provide efficiencies for your business. -
Cpa Content DeveloperRoger Cpa Review Powered By Uworld Jan 2020 - Dec 2022Dallas, Texas, UsCreate content for testing materials for CPA question bank and participate in product developmentApply knowledge that reflects the CPA blueprint and standardized exam practices Validate accuracy and relevance of content generated by CPA product teamWorks with other content experts to identify topics for new product development -
Technical Content WriterRoger Cpa Review Powered By Uworld Feb 2019 - Jan 2020Dallas, Texas, UsConsultant to Marketing Director for technical accounting projects. I work to help interpret new accounting rules and incorporate them into web content.
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Fund Controller ConsultantInternational Farming Corporation, Llc Oct 2019 - Jan 2020Raleigh, Nc, Us -
Fund ControllerInternational Farming Corporation, Llc Feb 2019 - Sep 2019Raleigh, Nc, UsPrepared quarterly consolidated financial reporting for $500mm private equity fund having six operating companies and foreign currency translationPerformed fund accounting, analytics, and reconciliations Published quarterly capital account statements and ad hoc investor reportingAssisted with Netsuite implementation and transition from Quickbooks
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Partner, ControllerInvestment Management Firm Oct 2017 - Jan 2019Performed accounting, A/P, A/R, payroll, monthly close, GAAP reporting, treasury management, and annual audits Handled payroll administration for firm of over 20 employeesManaged banking relationships and handled all negotiations for debt refinancing Established monthly close process and prepared consolidated financial reportingImplemented internal controls around cash custody, vendor management, and transaction approval processPrepared and maintained scenario based 3 year flexible budget based on multiple product offerings and varying inputs of sales, expenses, and staffing levelsDesigned 6 month cash projection derived from flexible budget including variance analysisAssisted with firm operations including contract reviews, lease negotiations, and employee benefitsResponsible for FINRA and SEC reporting for the investment advisorTreasurer of registered products and responsible for providing advisor profitability updates to Board of DirectorsMember of fund valuation committee generating reporting of illiquid and hard to value securities for Board of DirectorsTraining and supervision of accounting staff
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Vice President OperationsEton Advisors, L.P. 2016 - 2017North Carolina, UsEstablished processes for financial operations on proprietary Eton Technology platformGenerated reporting for executive management for operational KPIsTraining and supervision of operations and accounting staffPerformed fund administration, fund accounting, and managed fund audits for Eton Hedge Funds Performed monthly partnership pricing for Eton Hedge Funds -
Director Of Securities OperationsInvestment Management Firm 2009 - 2016Created dashboard for mutual fund complex including performance, shareholder flows, and attribution analysisEstablished trading platforms in multi-manager mutual fund complex including prime brokerage, ISDA's, FX, futures, domestic and international custodyOversight of NAV calculations, accruals, reporting, and annual audits for multiple fund structures including daily mutual funds, monthly hedge funds, and quarterly private equity fundsProcessing of hedge fund transactions, private equity capital calls, and mutual fund cash flows from shareholder flowsRelationship management of sub-advisors, administrators, custodians, and trading partners for all fund structures Performed execution trading in funds - FX, equities, fixed income, futures, options, and derivativesTraining and supervision of operations and accounting staff
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ControllerInvestment Management Firm 2009 - 2016Performed accounting, A/P, A/R, monthly close, GAAP reporting, treasury management, and annual audits Managed transition of accounting system from Quickbooks to NetSuite and implemented SOX internal controlsDesigned system for allocating fund expenses of sub-advised funds by net assets and fund strategy percentages
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Fund AccountantSmith Breeden Associates 2006 - 2009Performed fund accounting including reconciliations, fund budgeting, accruals, NAV calculations and auditsDesigned database to process fund invoicing having verification controls to fund accruals
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Derivatives AnalystSmith Breeden Associates 1998 - 2006Performed settlements and reconciliations for futures, swaps, and bonds between custodial banks and brokersDesigned collateral management database to control margin requirements on derivative positionsAutomated trade processing with spreadsheet interface for accounting platform (Portia)
Candi Hughes, Cpa, Caia, Cfp® Skills
Candi Hughes, Cpa, Caia, Cfp® Education Details
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Syracuse University - Martin J. Whitman School Of ManagementAccounting -
Unc Kenan-Flagler Business SchoolBusiness Administration
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University Of MiamiExecutive Cfp® Program
Frequently Asked Questions about Candi Hughes, Cpa, Caia, Cfp®
What is Candi Hughes, Cpa, Caia, Cfp®'s role at the current company?
Candi Hughes, Cpa, Caia, Cfp®'s current role is Principal & Chief Operating Officer at NexTier Solutions | Outsourced CFO | Financial Operations | Business Process Improvement | (919) 646-4005.
What is Candi Hughes, Cpa, Caia, Cfp®'s email address?
Candi Hughes, Cpa, Caia, Cfp®'s email address is ca****@****.rr.com
What schools did Candi Hughes, Cpa, Caia, Cfp® attend?
Candi Hughes, Cpa, Caia, Cfp® attended Syracuse University - Martin J. Whitman School Of Management, Unc Kenan-Flagler Business School, University Of Miami.
What skills is Candi Hughes, Cpa, Caia, Cfp® known for?
Candi Hughes, Cpa, Caia, Cfp® has skills like Mutual Funds, Alternative Investments, Fund Accounting, Investments, Hedge Funds, Asset Management, Bloomberg, Trading, Derivatives, Fund Of Funds, Securities, Microsoft Excel.
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