Casey Tennyson, Cpa Email & Phone Number

Draper, Utah, United States

Aduro uses best-in-class technology powered by the industry’s top professionals to provide premier fund accounting services. We enable our clients to perform at their best. For more information, visit: Aduroadvisors.com.

Lehi, Utah, United States

Part of 5-person management team leading the growth of the company and development of the employee team. Responsibilities and accomplishments include:Designed and executed company strategy to increase operations, including: * Plan and execute strategy to find and recruit talented team members (increased my team from 2 - 29 members and the company team from 23 - 85 employees) * Plan and execute strategy, increasing company revenue from $2.9 Million to $11.2 MillionEstablish and supervise formal processes, policies, and procedures for: * New client acceptance and fee proposal * New hire training and onboarding of employees * Employee appreciation programs and events * Semi-annual employee SWOT performance reviews, including compensation and promotion * Standardize uniform quality control procedures for all company deliverables and services * Develop and supervise training for internally promoted management and supervisors * Establish a comprehensive recruiting program with the local colleges and universities * Establish annual Winter and Spring internship programs * Develop and maintain standardized company performance and tracking metrics reports * Lead and execute sales outreach for potential and organic-growth client engagementsManage a portfolio of 40+ clients (Company portfolio of 175+) for new and emerging managers in the venture capital industry, including: * Manage all onboarding activities for new clients, establishing total back-office operations for all necessary accounting and reporting to governing bodies, general partners, investors, banks, etc. * Supervise and review the drafting of quarterly and annual financial and partner capital statements and reports * Successfully manage and maintain client relationships and expectations * Lead all coordination and communication with accounting firm audit professionals * Coordinate and communicate with tax preparation professionals regarding technical transactions and annual tax returns

Sandy, Utah

Cornerstone Fund Services provides a complete solution at an affordable price for venture and private equity shops by removing a majority the bookkeeping and accounting functions from the general partners. The Cornerstone team will take on the fund administration tasks, leaving the general partners to handle the fund-raising and investing functions.For more information visit: http://cornerstonefundservices.com/

Greater Salt Lake City Area

Responsible for direct supervision of all accounting and financial functions in India and the United States. Responsibilities and accomplishments include:- Improved accuracy and timeliness of trial balance and financial statement administration for monthly and quarterly reporting processes in order to meet the evolving informational requirements of management, investors, board of directors, and compliance interests.- Consulted regularly with managers and executives within the organization, advising them of budgetary information and as a GAAP subject matter expert.- Managed financial statement preparation and consolidation of foreign and domestic operations.- Established, monitored, and enforced policies, procedures, and controls for expense reporting, A/P, A/R, accruals, fixed assets, monthly and quarterly closes, and payroll for parent and subsidiary operations.- Established and maintained professional relationships, as the main point of contact, with external audit, tax, and banking professionals.- Managed the development and supervision of accounting staff

Lehi, Ut

Supervise and manage all accounting, reporting, limited partner communication, and administration for 9 investment fund partnerships totaling $650 million in capital commitments and 40 related alternative investment vehicles. Responsibilities and accomplishments include: - Improved efficiency of finance department by creating and implementing procedures for portfolio investment valuation, financial reporting, bank compliance, and general ledger administration- Lead all quarterly, annual, and ad-hoc reporting and communication with over 200 limited partners, general partners, and co-invest members- Manage all audit engagements and aided with complex tax considerations with outside professionals, consultants, legal counsel, and partners- Lead team members in developing and executing a comprehensive web portal for all communication with shareholders- Created waterfall, distribution, and preferred return models for investment partnerships- Enhanced communication with other Sorenson professionals and 20 portfolio company CFO’s by establishing uniform reporting procedures- Supervise accounting and administration of transactions, distributions, and filings for complex fund portfolio organizational structures including blockers, splitters, holding companies, and partnership entities with various state, federal, and international tax requirements

Greater Los Angeles Area

- Successfully established total back office operations for a vintage year 2007 institutional fund with $175 million in commitments- Improved efficiency and organization of an existing fragmented accounting and reporting process for a vintage year 2001 SBIC fund with $26 million AUM- Develop and monitor short- and long-term budgets and forecasts for each of the six entities, communicating such continuously with St. Cloud managing directors, effectively guiding decision making regarding operations- Lead and coordinate all year-end audit and tax work with outside professionals and bookkeepers for all limited partners and general partner members as required by GAAP & the SBA- Responsible for origination, execution, and proper recording of all communications and transactions with limited and general partners regarding capital calls and distributions- Supervise two outside bookkeepers regarding all general ledger entries, accruals, and cash management

Greater Los Angeles Area

Financial Service Industry Emphasis- Supervised the planning and execution of financial statement audit engagements of small to large size companies in the Financial Services, Real Estate and Not-for-Profit industries- Successfully managed teams of 2 to 5 direct reports per engagement, accelerating work performance through effective teamwork and leadership- Actively maintained client relationships with CFOs, Finance VPs, and Controllers including discussion and resolution of pertinent GAAP issues and accounting pronouncements- Drafted financial statements for banks, investment funds, capital management companies, and benefit plans consisting of public SEC clients and private clients