ACCOMPLISHMENTSPROCESS IMPROVEMENT• Implemented exception-based reports to ensure data entry integrity. Reduced manually entered valuations from client service review by 74%• Automated daily custodial reconciliation process enabling a permanent 50% headcount reduction while simultaneously increasing accuracy and timeliness. Daily reconciliation process reduced from 2.5 hours to 30 minutes• Designed and implemented management reports to monitor allocation deviation, pro bono accounts, and non-core positions. New reports utilized to reduce pro bono accounts by 87% and non-core positions by 88%• Automated quarterly client statement generation, reducing reporting cycle from 25 to 5 business daysTECHNOLOGY DEPLOYMENT • Implemented the following FinTech solutionsClient Relationship Management (Practifi and Salesforce-based XLR8)Alternative Investment Data Ingestion (Canoe)Portfolio and Performance Accounting (Orion, Advent Axys, and SEI Archway ATWeb)General Ledger Accounting (SEI Archway ATWeb)Partnership Accounting (Advent Partner)Trade Order Management (Orion and Advent Moxy)Data Aggregation (Envestnet ByAllAccounts)INFRASTRUCTURE DEVELOPMENT • Designed and implemented all corporate and hedge fund infrastructure for new hedge fund management business• Primary consultant tasked with the creation of a new fund accounting business unit within an existing niche accounting firmLEADERSHIP• Effectively staffed ten-person department through a firm-wide hiring freeze ensuring adequate coverage during staff maternity leaves, extended medical absences, a job share arrangement, and eleven-month absence of permanent Director• Mentor and train new team members to ensure adequate cross training, exceptional group communications and shared goals• Coordinated the resources of nine Trade Liaisons and six Tech Engineers to cover daily processing while developing/testing/deploying new software solutions