*Lead a team of professionals who specialize in engagement financial planning and analysis, providing recommendations to firm leaders around improving profitability, mitigating risk, and increasing efficiencies. *Manage P&L of 25+ engagements, totaling $100M.*Ensure appropriate revenue recognition of both T&M and Fixed Fee engagements.*Provide simplified financial reporting to senior leadership, including KPI's and EAC (Estimate at completion metrics).*Leader in SF office by helping manage headcount, hiring, and performance management.*Drive strategic initiatives to validate value proposition and improve DSO through billings and collections management.- Ad Hoc Financial Analysis- Improving Engagement Profitability- DSO Management- Financial Modeling- Pricing of Engagements- Developing Tools- Creation of Engagement Financials

Reporting and Compliance• Began as an Associate II and was promoted to Senior Associate following my first year of service.• Calculate periodic income distributions for equity and fixed income funds, which are delivered to various exchanges, including NYSE, NASDAQ, BOLSA, BATS, SGX and ASX.• Review performance calculations daily and monthly to ensure reasonability and accurate reporting.• Prepare semi-annual SEC filings (NSAR) and provide performance, expense and distribution materials for financial statements.• Calculate and review expense accruals on a semi-monthly basis to ensure accurate accounting.• Work in a team environment, efficiently completing and reviewing a wide array of tasks to ensure all service level agreements are met or exceeded.• Coordinate tasks with Fund Accounting and Financial Reporting teams as well as communicate directly with the client to ensure all deliverables are met in a timely manner.• Manage two associates’ day-to-day activities, providing training and on-going feedback, including annual performance reviews.• Lead Senior on procedure initiative: developed and documented over 40 procedures for the group.• Complete other tasks / assignments similar to Client Operations Teams and Shared Services.• Knowledge of 1940 Act, 1933 Act, and SEC / IRS guidelines and regulation regarding Registered Investment Companies, RIC's.

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