Elwyn Fernandes Email and Phone Number
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Experienced Financial Planning Analyst with a demonstrated history of working in the financial services industry. Skilled in Teamwork, Leadership, Microsoft Excel, Financial Analysis, and Banking. Strong finance professional with a Bachelor of Science (BS) focused in Finance, General from Rutgers University – Camden.
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Associate CfoNakama Venture Solutions Aug 2023 - PresentThought partner for Venture Capital fund managers for financial related mattersCreate and model budgets for venture funds and management companies including: - Capital call planning and reconciliation - Portfolio construction and reserve analysis
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Senior Implementation Project Manager IiCarta Aug 2022 - Aug 2023San Francisco, California, Us -
Senior Implementation Project ManagerCarta Jul 2021 - May 2023San Francisco, California, Us
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Fund Accountant Staff IiCarta Dec 2019 - Jul 2021San Francisco, California, Us● Create detailed quarterly and annual workbooks for VC Fund General Partners using Carta In-App reporting.● Work closely with General Partners and Limited Partners to onboard Funds onto Carta platform and resolve any client issues. Coordinate with multiple teams to ensure accuracy for historical and new information.● Record fund activity in Carta General Ledger systems on a daily basis.● Provide support information to outside audit and tax firms, along with annual financial and partners’ capital statements.● Participate in testing sessions for new software features and provide feedback for enhancements. Provide training to team mates on new product features and system processes, acting as the subject matter expert for the Carta Platform.● Interpret and understand Limited Partnership Agreements to assist General Partners with quarterly/annual reporting and any other client queries.
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Financial Planning AnalystPitcairn Feb 2017 - Oct 2019Jenkintown, Pennsylvania, Us● Create detailed financial presentation for high net worth clients quarterly and annually.● Work with financial managers and other teams to streamline processes to add value for clients and the firm.● Perform ad hoc financial analysis for managers to show wealth projections, strategy changes, budgeting, etc.● Actively traded securities in clients’ accounts to keep them compliant with their investment policy and fulfil financial needs.● Assist relationship managers with financial planning for clients for areas such as: estate planning, tax, insurance, investments and retirement. -
Operations Analyst ConsultantJpmorgan Chase & Co. Apr 2016 - Feb 2017New York, Ny, Us● Create and update assets based on internal client request for Fixed Income products in Reference Data system.● Regularly maintain securities that require amortization factor or coupon rate fixing from vendor sources such as Bloomberg, Reuters, Euroclear etc.● Proactively monitoring reject queues and email queries promptly to avoid issue escalation.● Ensure checklists, metrics and end of day activities are completed as required.● Adjust and modify trades settlements using Bloomberg terminal accrual check for foreign and domestic fixed income securities. -
Finance Analyst And ReconciliationBroadridge Financial Solutions Dec 2014 - Apr 2016New York, New York, Us● Reconciled clients’ daily transactions for a monthly and historic Omnibus report.● Maintain clients fiduciary accounts by: initiating wires, paying 1099 tax, collecting TA fees, ACH funds, and misc. maintenance fees.● Interact with multiple teams including: Operations, Dividend, Corporate Treasury, Collections, Billing, and Auditing to create month end Finance Reconciliation report for senior management. ● Perform accounting research and resolving client fiduciary fund differences. -
Global Wealth Management InternMerrill Lynch Nov 2013 - Feb 2014New York, Ny, Us-Conducted high volume of cold calling to generate potential leads and expand customer pipelines.-Actively assisted senior financial advisors with client communications on all ongoing matters.-Learned client management and assistance techniques using software and face-to-face interactions. -
Teller ITd Feb 2012 - Mar 2013Toronto, Ontario, Ca
Elwyn Fernandes Skills
Elwyn Fernandes Education Details
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Rutgers University - CamdenGeneral
Frequently Asked Questions about Elwyn Fernandes
What company does Elwyn Fernandes work for?
Elwyn Fernandes works for Nakama Venture Solutions
What is Elwyn Fernandes's role at the current company?
Elwyn Fernandes's current role is Venture Capital Solutions | Fractional CFO Services.
What is Elwyn Fernandes's email address?
Elwyn Fernandes's email address is el****@****gan.com
What is Elwyn Fernandes's direct phone number?
Elwyn Fernandes's direct phone number is +121588*****
What schools did Elwyn Fernandes attend?
Elwyn Fernandes attended Rutgers University - Camden.
What skills is Elwyn Fernandes known for?
Elwyn Fernandes has skills like Investments, Financial Analysis, Portfolio Management, Customer Service, Banking, Time Management, Teamwork, Microsoft Office, Bloomberg, Microsoft Excel, Leadership, Public Speaking.
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