Delphine Jones Email and Phone Number
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Delphine Jones personal email
At CSC, I drive the business development efforts, leveraging my experience and expertise in all aspects of fund administration for private capital funds.Prior to my current role, I was the Managing Director of Client Services for CSC. I leads the CSC Client Services team responsible for the relationships and services provided to CSC clients including: fund accounting, financial reporting, and SEC, GAAP, and SBIC compliance, investor services and support for business development. I have more than 25 years of investment fund experience (more than ten concentrating on alternative investments) and I have industry expertise in funds with complex fund structures, vendor management, and private capital controller functions.Prior to joining CSC Services in 2014, I was the Controller of the Prudential Capital Group, overseeing the accounting, reporting, and financial forecasting of the business unit and the accounting and administration of its private mezzanine debt funds. I’m a CPA and started my career at PwC in New York City. I am an investment management industry executive with extensive experience in private equity/debt, SBIC, and mutual fund administration, reporting, and compliance. I am also an experienced asset manager business unit controller. I have managed teams and departments, launched new products, improved and documented policies and procedures, coordinated annual audits and tax compliance, outsourced functions, transitioned service providers, and managed vendor relationships. My competencies include:Private Equity/Debt - Capital calls and distributions; partner allocation and waterfall; Partner reporting; Financial statements; Annual audits; and Tax support,SBICs - All regulatory reporting including: Form 1031, Form 468, Capital Certificates, Commitment Applications, and Leverage Draw Applications.Fund Administration - Financial statements; SEC filings (1940 Act); Annual audits; Tax compliance; Board presentations; and Vendor management,Controller - Forecasts and analysis; Quarterly close; Senior management reporting; Business results presentation; and Financial Statements, andManagement - Leading teams; Coaching; Mentoring; Training/Instructor; and Recruiting.
Starrlight Advisory
View- Website:
- starrlightadv.com
- Employees:
- 12
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Managing Director And Head Of SbicStarrlight AdvisoryNew York, Ny, Us
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Managing Director Client SolutionsCsc Global Financial Markets Jun 2021 - PresentDelaware, Usa, Us -
Sales Solutions ExecutivePef Services, A Csc Company Sep 2020 - PresentWest Orange, New Jersey, Us -
Managing DirectorPef Services, A Csc Company Mar 2014 - Sep 2020West Orange, New Jersey, UsLead the client services team in providing fund administration, reporting, and compliance for private equity/debt and SBIC funds.
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Co-Owner And CfoBjones Bcp Consulting, Llc 2012 - Mar 2014• Established corporate entity, created accounting system, maintained corporate books and records, conducted all financial and accounting duties, and assisted with client BCP documentation.
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CfoPrudential Capital Group Aug 2006 - Jun 2012• Led a private equity team of 8 in the preparation of capital calls, calculated distributions, reviewed waterfall calculations, partnership allocations (using Investran), carried interest and clawback analysis, cash projections, tax compliance, compliance with limited partnership agreements, and financial reporting for 13 mezzanine and private equity funds.• Improved partner satisfaction by increasing the level of detail and frequency of partner reports through automation and collaboration with tax compliance vendors to produce enhanced Form K-1s.• Outsourced private equity accounting for 8 entities, automated vendor feeds into the corporate general ledger, and established new internal controls to monitor the vendor.• Coordinated all accounting components of new product launches.• Actively participated on the Valuation Committee.• Supervised all controllership functions for asset management business including monthly and quarterly corporate closes, GAAP financial reporting, management reporting to the head of the business and CFO, financial planning and analysis, consolidation analysis (VIE), and trouble debt restructuring reviews. Developed and monitored business drivers and various metrics.• Researched, verified, and documented accounting issues and new transactions.• Improved corporate reporting by streamlining the process, allowing for more frequent reporting without additional staff. • Coordinated audits, tax compliance, and Sarbanes-Oxley (SOX) reviews, minimizing hours required and cost.• Developed the staff’s skills through coaching and training.
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Vice President Of Funds Administration And Assistant TreasurerJ. & W. Seligman & Co. Sep 2001 - Aug 2006• Managed all key processes for 27 funds including daily review of NAV and rates, preparation of GAAP financial statements, and SEC regulatory filings (Forms N-SAR, N-CSR, N-1A, N-2, and N-Q).• Coordinated the annual audits and tax compliance reviews.• Standardized documentation, facilitating faster internal reviews and to reducing audit costs.• Researched and recommended fair valuation decisions to the Valuation Committee.• Analyzed initial compliance with SOX requirements and improved the documentation of policies and procedures.• Established new process to effectively produce quarterly regulatory filings (Form N-Q) without adding staff.• Coordinated and presented board and audit committee materials.
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Vice President Funds AdministrationJ.P. Morgan Jun 1999 - Jun 2001New York, Ny, Us• Directed the daily oversight (NAV recalculation and rates review) of 150 registered and unregistered funds (fund of funds, private equity, and collective investment trusts).• Managed the funds’ primary processes (e.g., GAAP financial statement preparation, tax compliance, SEC regulatory filings, and distributions).• Managed vendor relationships, negotiated services, created service level agreements (SLAs), and monitored vendors.• Supervised board material preparation and headed the fair valuation committee.• Converted the funds between fund accounting vendors, redesigned departmental functions, and automated many of the internal procedures, to creating a common platform with Chase and reducing costs.PRIOR RELEVANT EXPERIENCEVice President Accounting and Financial PrincipalDiversified Investment Advisors, Inc.Purchase, New York• Controlled the SEC regulatory filings and GAAP financial reporting for 245 funds (master feeder structure). Supervised distribution calculations and tax compliance reviews. Managed vendor relationship with third party fund accountants and auditors. • Chaired the Fund Implementation Committee and served as the representative to the Scoping Committee and Compliance Subcommittee.• Redesigned and implemented new systems and manual procedures, increasing staff capacity and moral.• Designed career development and training programs for a staff of 40.Senior Audit ManagerPRICEWATERHOUSECOOPERSNew York, New YorkResponsible for full scope audits for a variety of public and private financial services clients, primarily mutual funds, separate accounts, and broker dealer distributors. Responsibilities included risk assessment, developing and executing audit plans, producing audit and related reports, and supervising/coaching staff. -
Vp AccountingDiversified Investment Advisors 1996 - 1999
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Sr. ManagerPwc 1983 - 1996Gb
Delphine Jones Skills
Delphine Jones Education Details
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Syracuse University - Martin J. Whitman School Of ManagementAccounting
Frequently Asked Questions about Delphine Jones
What company does Delphine Jones work for?
Delphine Jones works for Starrlight Advisory
What is Delphine Jones's role at the current company?
Delphine Jones's current role is Managing Director and Head of SBIC.
What is Delphine Jones's email address?
Delphine Jones's email address is de****@****ces.com
What schools did Delphine Jones attend?
Delphine Jones attended Syracuse University - Martin J. Whitman School Of Management.
What skills is Delphine Jones known for?
Delphine Jones has skills like Asset Managment, Valuation, Mutual Funds, Forecasting, Financial Reporting, Private Equity, Vendor Management, Sec Filings, Staff Management, Staff Development, Fund Administration, 1940 Act.
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