Oversee all period, quarter and fiscal year end financial close activities for 14 business units including a parent company with $13 billion in assets. Lead and maintain control of day-to-day finance activities including the accurate publishing of all financial reports, while providing the critical checks and balances required for an efficiently run finance function. Responsible for financial activities for both parent company and main operating affiliates including cash management and providing support to internal and external audit. Oversee annual review of over 450 limited partnership audited financial statements for supporting valuations for half the balance sheet.• Successfully coordinated the early adoption of ASU 2015-07 & ASU 2015-12 during an unforeseen loss of a pertinent headcount in addition to restating prior year which resulted in a more efficient form of preparing annual footnote disclosures.• Manage an effective team of 7 internal resources and 2 external resources during a period of changing headcounts between temporary help and searching and hiring permanent staff whilst working through and increasing morale on legacy issues with inherited staff. • Successfully coordinated system conversion of all general ledger balances across multiple business entities with new account structure.

• Successfully turned a failing accounting group into a high performing top-notch team within one year of promotion.• Increased efficiency by 90% in periodic board reporting documentation through coordination with Legal and custodian.• Improved monthly electronic account reconciliation process for all reporting units resulting in increased efficiency of over 50% in monthly reconciliations and reporting.• Created deferred compensation in house reporting schedules thereby increasing accuracy and saving monthly consulting fees.• Managed multiple complex accounting tasks with high efficiency, changing ineffective work processes into successful problem-solving through the introduction of software automation.

• Streamlined investment accounting monthly processes through automation resulting in over 50% decrease of manual inputs• Assisted with the restatement of audited financials from Statutory reporting to GAAP reporting• Performed analysis of over 250 limited partnership investments by reviewing annual audited statements and quantitatively confirming valuations

• Streamlined internal and external reporting deliverables through developing excel templates• Successfully managed a conversion process from a telephony based system to a online user program for proxy voting• Produced money market risk analysis to assist fixed income portfolio manager in selecting short term investment funds• Established and implemented a more efficient procedure for analyzing monthly performance variances• Efficiently delivered daily performance reporting for five products and assisted with GIPS auditing process • Act as a liaison between portfolio managers, operations, trade support and client services to effectively coordinate client communications

• Effectively managed a transitioned incentive compensation accruals process for both international and domestic businesses• Minimized significant monthly inter-company breakages on balance sheet and income statement from >$1M to <$100k• Redesigned and improved borrowings schedule to reflect accuracy and minimize breakage• Reported and prepared monthly expense flash for expenses incurred in 15 lines of businesses• Analyzed and investigated total company expense variances in addition to providing a monthly expense analysis to CFO of Sales & Product Client Services• Integrated with Treasury and Operations to ensure smooth reporting of FX related borrowings• Expedited and assisted with budget/plan forecast for Sales expenses and Private Bank revenues• Facilitated and improved business unit analysis process and streamlined cash account system