David Poussard Email & Phone Number

Boston, Massachusetts, United States

Directly responsible for onboarding client shareholder accounts and reporting for 5 Manulife Asset Management Trust Company Funds and 9 Manulife Asset Management UCIT SICAV Funds. Provided oversight on all accounting events and established, administered, and maintained appropriate risk controls and procedures. Responsible for the resolution, tracking, and management reporting of cash reconciliations, portfolio asset reconciliations, and expense budgets and expense payment processing. Coordinated the execution of complex market opening documents, and audits and tax preparation with independent auditors and external counsel. Maintained all aspects of client relationships to include custody, fund administration, transfer agency, accounting operations, tax reporting, and financial reporting departments.

Boston, Massachusetts, United States

Directly responsible for the profitable, efficient and timely operation of 10 trust funds and 12 global asset allocation funds. Managed staff of 12 professionals, including supervisors and fund accountants. Ensured accurate accounting for all events on all funds and led resolution, tracking, and management reporting of cash and asset reconciliations for 22 funds. Established, administered and maintained appropriate risk controls and procedures and coordinated audits with independent audit firms and external counsel. Coordinated the successful conversion from the CPORT accounting platform to the MCH accounting platform for 60 global asset allocation funds.

Boston, Massachusetts, United States

Directly responsible for the profitable, efficient and timely operation of 200 mutual and offshore funds. Managed staff of 40 professionals including managers, supervisors and fund accountants. Supported clients through new product launch cycle, establishing new funds in the market and conversions of new and existing business installations. Created internal operating procedures and controls to ensure compliance with the 1940 Act, Sarbanes-Oxley, and other regulatory requirements. Assisted senior management with business profitability analysis, management reporting, and special projects. Participated in the development and launch of the Exception Management System which reduced staff by 40% and increased productivity by 60%.

Boston, Massachusetts, United States

Directly responsible for the profitable, efficient and timely operation of 85 mutual funds. Managed staff of 25 professionals, including supervisors and fund accountants. Ensure accurate accounting for all events on mutual funds. Establish, administer and maintain appropriate risk controls and procedures with the operations team.

Boston, Massachusetts, United States

Directly responsible for the daily operations of 40 mutual funds. Supervised staff of 7 fund accountants and senior accountants. Ensured accuracy of mutual fund NAV calculations and accurate processing of corporate actions, income and expense accruals.

Education record

Education record