Chad Veltkamp
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Chad Veltkamp Email & Phone Number

Fund Accountant | Derivatives | Account Reconciliation | Fund Administration at Ultimus Fund Solutions
Location: Kansas City Metropolitan Area, United States, United States 5 work roles 1 school
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Current company
Role
Fund Accountant | Derivatives | Account Reconciliation | Fund Administration
Location
Kansas City Metropolitan Area, United States, United States
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Who is Chad Veltkamp? Overview

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Quick answer

Chad Veltkamp is listed as Fund Accountant | Derivatives | Account Reconciliation | Fund Administration at Ultimus Fund Solutions, a company with 201 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Chad Veltkamp.

Chad Veltkamp previously worked as Fund Accounting Manager at Ultimus Fund Solutions and Derivatives Officer at State Street. Chad Veltkamp holds Bachelor'S Degree, Economics from University Of Oklahoma.

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Email format at Ultimus Fund Solutions

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Ultimus Fund Solutions

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Profile bio

About Chad Veltkamp

Fund Accountant with nine years of experience monitoring transactions, troubleshooting accounting breaks, and reconciling multiple reports concurrently. Relied on for resolving complex time-sensitive issues for mutual fund pricing. Demonstrated proficiency in Auditing and Accounting techniques for Data Validation. Positioned to oversee international teams to streamline their processes, coordinate direct reporting, and resolve end of day pricing issues in a fast-paced environment.I am an Officer who enjoys working with others to resolve critical, time-sensitive accounting issues.I have worked at State Street for 9 years using Excel to analyze escalated accounting reconciliation breaks.For the past two years, I have been a Derivatives Officer responsible for overseeing the work of multiple international teams to ensure that work is done correctly and on time.

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Chad Veltkamp's current company

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Ultimus Fund Solutions
Ultimus Fund Solutions
Fund Accountant | Derivatives | Account Reconciliation | Fund Administration
Employees
201
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5 roles

Chad Veltkamp work experience

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Derivatives Officer

Kansas City, Missouri, United States

Responsible for creating daily and monthly derivatives reports to identify inconsistencies. In the case where a discrepancy was found, I worked with the team in India to correct issues prior to their impacting the NAV.

Jun 2022 - Mar 2024

Senior Fund Accountant

Kansas City, Missouri, United States

Responsible for performing the month end audit for multiple pension fund clients as well as training junior associates on resolving month end cash breaks and Employee Retirement Income Security Act (ERISA) year-end reconciliation issues.I worked to review and correct breaks that would impact end of day mutual fund NAV so that the prices could be sent to.

Dec 2016 - Jun 2022

Fund Accountant Associate

Kansas City, Missouri Area

Responsible for auditing monthly general ledger and balance sheet reports before they were sent to clients. If I identified any issues, I directed the team responsible to correct the issue, and then closed the month end books so that reporting could be sent to the client.I also worked on identifying issues for mutual fund end-of-day pricing to ensure that.

Feb 2015 - Dec 2016
Team & coworkers

Colleagues at Ultimus Fund Solutions

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1 education record

Chad Veltkamp education

FAQ

Frequently asked questions about Chad Veltkamp

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What company does Chad Veltkamp work for?

Chad Veltkamp works for Ultimus Fund Solutions.

What is Chad Veltkamp's role at Ultimus Fund Solutions?

Chad Veltkamp is listed as Fund Accountant | Derivatives | Account Reconciliation | Fund Administration at Ultimus Fund Solutions.

Where is Chad Veltkamp based?

Chad Veltkamp is based in Kansas City Metropolitan Area, United States, United States while working with Ultimus Fund Solutions.

What companies has Chad Veltkamp worked for?

Chad Veltkamp has worked for Ultimus Fund Solutions, State Street, and University Of Oklahoma.

Who are Chad Veltkamp's colleagues at Ultimus Fund Solutions?

Chad Veltkamp's colleagues at Ultimus Fund Solutions include Matt Sosalla, Zaurdy, David, Melissa Unger, Andrea Ferguson, and Michelle Deters.

How can I contact Chad Veltkamp?

You can use AeroLeads to view verified contact signals for Chad Veltkamp at Ultimus Fund Solutions, including work email, phone, and LinkedIn data when available.

What schools did Chad Veltkamp attend?

Chad Veltkamp holds Bachelor'S Degree, Economics from University Of Oklahoma.

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