Christopher Strong Email & Phone Number

Milton, Massachusetts

Provide consulting services for local businesses, ranging from interim accounting to analysis and process improvements.

Boston

Internal Audit – I led teams to ensure proper execution of all internal audit phases (planning, testing and reporting) of multiple concurrent audits. I prepared annual risk assessment and developed annual audit plan to ensure proper coverage of the highest areas of risk for the following:State Street Global Advisors - an investment advisor with over $2.7 trillion in assets under management. Front office coverage has included all investment strategies (equities, fixed income and… Show more Internal Audit – I led teams to ensure proper execution of all internal audit phases (planning, testing and reporting) of multiple concurrent audits. I prepared annual risk assessment and developed annual audit plan to ensure proper coverage of the highest areas of risk for the following:State Street Global Advisors - an investment advisor with over $2.7 trillion in assets under management. Front office coverage has included all investment strategies (equities, fixed income and currency), governance and trading. Operations coverage has included portfolio, trade and client administration, India offshore center of excellence, performance, pricing and corporate actions. Corporate Finance & Other Corporate Functions - Finance coverage has included all domestic business lines (custody, investment advisor, broker dealer), all global finance departments and Corporate departments (accounts payable, billing, SOX PMO, valuation and analytics, M&A, accounting policy, general ledger consolidation, budgeting, management reporting, regulatory reporting and the tax department). Other functions have included Corporate Compliance, Global Procurement Services, Global Real Estate Services, Legal, Regulatory Affairs and Global Security.PMO Leader - I managed the following Project Management Offices: 1) AML - Designed Corporate Audits’ original AML independent testing program, including writing the AML Reference Manual, training and roll out of the program to the Division. Managed Corporate Audits’ AML PMO ensuring timely completion of the annual independent testing and devised related Audit Committee reporting. 2) ABC - Developed Corporate Audits’ Anti-Bribery/Corruption (ABC) program and related guidance. 3) SOX - Managed Corporate Audits’ SOX PMO ensuring compliance with regulatory testing requirements. Collaborated with management to transition of the testing function back to management. Show less

Boston

Audit Principal (now Executive Director) July 2002 – November 2005 Audit Senior Manager October 1997 – July 2002 Internal Audit – I provided internal audit services to two large investment management holding companies (Old Mutual and CDC Natixis). I performed the annual risk assessment, developed the annual audit plan, presented the audit plan to management/audit committee and led the execution of various operational, financial, IT and… Show more Audit Principal (now Executive Director) July 2002 – November 2005 Audit Senior Manager October 1997 – July 2002 Internal Audit – I provided internal audit services to two large investment management holding companies (Old Mutual and CDC Natixis). I performed the annual risk assessment, developed the annual audit plan, presented the audit plan to management/audit committee and led the execution of various operational, financial, IT and SEC compliance audits.External Audit – I provided attest services, including financial statement audits, SOC1 internal control reports, performance attestations, comfort letters, and merger and acquisition due diligence. I led multiple engagement teams at an executive level for 8-10 clients including mutual funds, hedge funds, investment advisors, broker dealers, a securities lender and a public company. Show less

New York City

National Office Resident - Asset ManagementI was the technical accounting expert for the national asset management practice. I wrote white papers on new accounting pronouncements, made significant contributions to the AICPA Audit Guide for Investment Companies (my manager was the Committee Chairman) and I was frequently in consultation with the SEC.When ad-hoc engagements arose I was tapped to perform mock SEC compliance audits and buy side due diligence on large asset… Show more National Office Resident - Asset ManagementI was the technical accounting expert for the national asset management practice. I wrote white papers on new accounting pronouncements, made significant contributions to the AICPA Audit Guide for Investment Companies (my manager was the Committee Chairman) and I was frequently in consultation with the SEC.When ad-hoc engagements arose I was tapped to perform mock SEC compliance audits and buy side due diligence on large asset management company acquisition.I was excited to write the firms first audit manual for investment companies and I developed and taught EY’s first investment company training program.I developed various marketing materials, contributed articles to several publications and made numerous internal and external presentations. Show less

Boston

About 50% of my clients were in the financial services industry, but I also served technology, health care, software, textile and retail clients.