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

• 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.

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.