David Mcfarland Email and Phone Number
David Mcfarland work email
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David Mcfarland personal email
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Detail oriented Senior Manager of fund accounting operations servicing 40 Act and 33 Act products with proven success leading production teams to meet daily deadlines. Key strengths in management, projects, training, risk mitigations and problem resolution. Hands-on troubleshooter with strong technical and analytical skills relating to fund accounting principles and processes. Expertise includes:• Accounting–Mutual Funds/ETFs/CEFs• Automation Implementation • Quality Controls• Client Management• Project Management• Staff Development• Risk Management• Client OnboardingAvailable to discuss new opportunities, please contact me at d.mcfarland87@yahoo.com
U.S. Bank
View- Website:
- usbank.com
- Employees:
- 59540
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Alternative InvestmentsU.S. Bank Apr 2024 - Present
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Vice President, Lead Manager: Us Funds OperationsBny Mellon 2020 - 2023Wilmington, Delaware, United StatesManaged staff of accountants to support daily sign off of NAVs and oversaw daily Cash and Asset Recons for 900+ funds. Implemented roll out of Transaction Review and Control Engine (TRACE) for US Fund Accounting Operations to mitigate risk and gain efficiencies. -
Vice President - Director Eagle OnboardingBny Mellon 2015 - 2020Evaluated clients assigned to convert from legacy accounting platform to Eagle Star Investment Systems. Converted 30+ clients onto Eagle and implemented new workflows, as needed.
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Vice President - Group Accounting ManagerBny Mellon 2014 - 2015Managed an accounting staff support 200+ Mutual Funds for 35 clients performing the daily NAV operations
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Senior Accounting ManagerFinancial Services And Investment Management 2013 - 2014Expertise in Mutual Funds/ETFs, Quality Controls and Project Management | Financial Services Industry
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Vice PresidentBny Mellon 1998 - 2013New York, New YorkResponsible for the Accounting functions related to all Exchange Traded Funds serviced in New York
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ManagerNew York Life Insurance Company 1990 - 1998Greater New York City AreaPerformed all Accounting activities related to the Accounting cycle of the porfolios including, but not limited to, financial reporting, compliance, training and board of directors reports. -
Senior AccountantDreyfus 1989 - 1990New York, New YorkFund Accountant performing Accounting functions for the portfolios.
David Mcfarland Skills
David Mcfarland Education Details
Frequently Asked Questions about David Mcfarland
What company does David Mcfarland work for?
David Mcfarland works for U.s. Bank
What is David Mcfarland's role at the current company?
David Mcfarland's current role is Senior Investment Accounting Manager | Client Onboarding | Risk Management | Quality Controls | Detail Oriented.
What is David Mcfarland's email address?
David Mcfarland's email address is d.****@****hoo.com
What schools did David Mcfarland attend?
David Mcfarland attended Texas Tech University - Rawls College Of Business.
What skills is David Mcfarland known for?
David Mcfarland has skills like Financial Analysis, Equities, Fixed Income, Mutual Funds, Securities, Financial Modeling, Asset Management, Investments, Derivatives, Portfolio Management, Financial Reporting, Fund Accounting.
Who are David Mcfarland's colleagues?
David Mcfarland's colleagues are Mike Abdallah, No Hi, Youcef Lahmar, Edgar Ortiz, Matthew Martin, Syd Cou, Erik Wicklund.
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David McFarland
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David McFarland
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David McFarland
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