Juan Estrada

Juan Estrada Email and Phone Number

Accounting Manager - Loan Operations @ Oxford Finance LLC
Elmsford, NY, US
Juan Estrada's Location
Elmsford, New York, United States, United States
Juan Estrada's Contact Details

Juan Estrada personal email

n/a
About Juan Estrada

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.

Juan Estrada's Current Company Details
Oxford Finance LLC

Oxford Finance Llc

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Accounting Manager - Loan Operations
Elmsford, NY, US
Employees:
100
Juan Estrada Work Experience Details
  • Oxford Finance Llc
    Accounting Manager - Loan Operations
    Oxford Finance Llc
    Elmsford, Ny, Us
  • Gen Ii Fund Services, Llc
    Managing Director - Private Equity Fund Administration
    Gen Ii Fund Services, Llc Feb 2019 - Present
    New York, Ny, Us
    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
  • State Street Alternative Investment Solutions
    Avp, Infrastructure Fund Accounting
    State Street Alternative Investment Solutions Jun 2018 - Feb 2019
    As 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
  • Comvest Partners
    Assistant Controller
    Comvest Partners Feb 2016 - May 2018
    West Palm Beach, Fl, Us
    Comvest 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.
  • Blackivy Group Llc
    Sr Associate For Finance
    Blackivy Group Llc Aug 2015 - Nov 2015
    Group Controller
  • Flsv Fund Administration Services Llc
    Sr. Manager
    Flsv Fund Administration Services Llc Feb 2012 - Jul 2015
    Private Equity Fund Controller - Sr. Manager
  • Geoglobal Energy Llc
    Accounting Manager
    Geoglobal Energy Llc Aug 2010 - Nov 2011
    Us
    Accounting Manager
  • American Capital
    Sr. Investment Accountant
    American Capital Jun 2007 - Aug 2010
    Sr. Investment Accountant
  • Marriott International
    Sr. Assistant Controller
    Marriott International Nov 2005 - May 2007
    Bethesda, Md, Us
    Sr. Assistant Property Controller

Juan Estrada Skills

Us Gaap Ifrs Partnership Accounting Financial Reporting Group Financial Reporting Consolidation Investment Company Accounting Fair Value Accounting Corporate Accounting

Juan Estrada Education Details

  • Cornell University
    Cornell University
    Applied Economics And Management
  • State University Of New York College Of Agriculture And Technology At Morrisville
    State University Of New York College Of Agriculture And Technology At Morrisville
    Accounting

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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