Juan Estrada Email and Phone Number
Juan Estrada work email
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Juan Estrada personal email
Juan Estrada is a Accounting Manager - Loan Operations at Oxford Finance LLC. He possess expertise in us gaap, ifrs, partnership accounting, financial reporting, group financial reporting and 4 more skills.
Oxford Finance Llc
View- Website:
- oxfordfinance.com
- Employees:
- 100
-
Accounting Manager - Loan OperationsOxford Finance LlcElmsford, Ny, Us -
Managing Director - Private Equity Fund AdministrationGen Ii Fund Services, Llc Feb 2019 - PresentNew York, Ny, UsProvide outstanding service to our clients, always seeking ways to improve and automate workflow and processes.Lead communications at senior levels with client personnel and investment professionals.Ensure process and procedures are adequate to meet quality standards and are consistently applied and regularly reviewed within department.Oversee the supervision of officer and associate level staff and foster a culture of continuous improvement.Ensure that regulatory and fund document deadlines are met while adhering to all procedures and quality controls.Review and approve NAV reporting packages in accordance with established policies and procedures.Demonstrate deep knowledge of fund structures and show proficiency in accounting for complex transactions, understanding investment fund legal documents and guiding your teams in implementing standard methodologies.Participate in new business process including review of proposals, prospect presentations, staffing allocations, etc. Provide oversight of client on boarding and fund set up.Meet all requirements for the performance planning process including goal setting, regular and immediate feedback and submission of formalized performance appraisals.Identify and participate in system development needs, testing, and procedural improvements.Lead and participate in projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.Provide support for and effectively communicate broad overall company initiatives and goals to staff within span of control -
Avp, Infrastructure Fund AccountingState Street Alternative Investment Solutions Jun 2018 - Feb 2019As an Assistant Vice President I performed the following:Provide outstanding service to our clients, always seeking ways to improve and automate workflow and processes.Lead communications at senior levels with client personnel and investment professionals.Ensure process and procedures are adequate to meet quality standards and are consistently applied and regularly reviewed within department.Oversee the supervision of officer and associate level staff and foster a culture of continuous improvement.Ensure that regulatory and fund document deadlines are met while adhering to all procedures and quality controls.Review and approve NAV reporting packages in accordance with established policies and procedures.Demonstrate deep knowledge of fund structures and show proficiency in accounting for complex transactions, understanding investment fund legal documents and guiding your teams in implementing standard methodologies.Participate in new business process including review of proposals, prospect presentations, staffing allocations, etc. Provide oversight of client on boarding and fund set up.Meet all requirements for the performance planning process including goal setting, regular and immediate feedback and submission of formalized performance appraisals.Identify and participate in system development needs, testing, and procedural improvements.Lead and participate in projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.Provide support for and effectively communicate broad overall company initiatives and goals to staff within span of control -
Assistant ControllerComvest Partners Feb 2016 - May 2018West Palm Beach, Fl, UsComvest Partners is a private investment firm providing equity and debt capital to middle-market companies across North America. Since its founding in 2000, Comvest has invested over $2.6 billion in over 145 companies. Today, Comvest’s funds have $2.5 billion of assets under management. Through our extensive capital resources and broad network of industry relationships, we offer our companies financial sponsorship, critical strategic and operational support, and business development assistance. -
Sr Associate For FinanceBlackivy Group Llc Aug 2015 - Nov 2015Group Controller
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Sr. ManagerFlsv Fund Administration Services Llc Feb 2012 - Jul 2015Private Equity Fund Controller - Sr. Manager
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Accounting ManagerGeoglobal Energy Llc Aug 2010 - Nov 2011UsAccounting Manager -
Sr. Investment AccountantAmerican Capital Jun 2007 - Aug 2010Sr. Investment Accountant -
Sr. Assistant ControllerMarriott International Nov 2005 - May 2007Bethesda, Md, UsSr. Assistant Property Controller
Juan Estrada Skills
Juan Estrada Education Details
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Cornell UniversityApplied Economics And Management -
State University Of New York College Of Agriculture And Technology At MorrisvilleAccounting
Frequently Asked Questions about Juan Estrada
What company does Juan Estrada work for?
Juan Estrada works for Oxford Finance Llc
What is Juan Estrada's role at the current company?
Juan Estrada's current role is Accounting Manager - Loan Operations.
What is Juan Estrada's email address?
Juan Estrada's email address is je****@****und.com
What schools did Juan Estrada attend?
Juan Estrada attended Cornell University, State University Of New York College Of Agriculture And Technology At Morrisville.
What skills is Juan Estrada known for?
Juan Estrada has skills like Us Gaap, Ifrs, Partnership Accounting, Financial Reporting, Group Financial Reporting, Consolidation, Investment Company Accounting, Fair Value Accounting, Corporate Accounting.
Who are Juan Estrada's colleagues?
Juan Estrada's colleagues are Kirk Andrews, Pinki Halder, Desirée Williams, Ryan Haight, Cfa, Yar Muhammad Naeemi, Killu Sanborn, Rohit Gandhi.
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