Christopher Holmes, Cma, Clm Email & Phone Number

Boston

• Management Committee Member, developing and executing the strategic plan to achieve Firm goals• Responsible for all aspects of administration – Finance, Human Resources, Information Technology, Operations, and Marketing• Managed redesign of IT network infrastructure, tech support and backup disaster recovery model, significantly improving services while reducing annual IT cost by 30%• Migrated phone and email system to cloud solutions• Wrote employee manual covering company policies, disciplinary procedures, code of conduct, FMLA policy and benefits information.• Negotiated favorable group insurance contract that doubled the benefit without an increase in cost• Directed the office real estate lease renewal and remodel with minimal disruption to business operations• Promoted brand awareness through the development of an attractive new website

• Introduced and implemented profitability improvements resulting in a $2.1m increase in Net Income over three years, for a 63% increase in profit per partner.• Directed the relocation of the main office, including reviewing office space alternatives, negotiating lease terms, monitoring the building of the offices, and coordinating the move.• Oversaw the Administration Department, improving staff efficiency while training and promoting a new Director of Administration.• Administered all company insurance policies, reviewing policies against firm risk analysis annually.• Presented monthly financials to the Executive Committee and made recommendations for process and profitability improvements.

Overhauled the finance department, specifically:* Developed and lead the Finance Team* Organized all firm financial records* Converted the accounting system* Automated the workflow of routine functions* Improved practice management through reporting

Evaluated and managed the installation of updated accounting software, resulting in higher security and more reliable data backup; Prepared the annual budget for multiple domestic and international offices; Initiated software migration path to consolidate multiple databases into a single system

I was originally hired as the Accounting Manager for Gadsby Hannah and was promoted to CFO in June 2004. I was responsible for all aspects of the Accounting Department, including account reconciliations, monthly reporting and the month-end close, as well as handling the annual audit and all firm tax filings. During my time there, I also brought the retirement plans into compliance, converted the accounting system and transitioned the finances when the firm merged with McCarter & English.

Responsible for accounts payable; Created and presented daily cash flow analysis report to management; Forecasted financial impact of economic indicators on company sales; Reconciled bank accounts to the general ledger for payroll and operating accounts

Calculated NAV on a daily basis.Prepared monthly and annual financial statements.Monitored fund investments for corporate actions.Prepared management report detailing variances between projected and actual expenses.