• Manage a team of seven corporate accountants (four are CPAs) responsible for 15 reporting entities across 10 countries in 9 different functional currencies in a highly dynamic and expanding business environment.• Coach and develop the team on process efficiency, client and supplier relationship-building, accounting standards and financial analysis. Create personal development plans and set clear performance expectations. Formulate accounting policies and procedures.• Develop complex fund revenue and fund expense accrual models for new products including mutual funds, ETFs, CCFs and separately managed accounts (SMAs).• Deliver high quality and timely accounting results, including month-over-month P&L variance analysis, balance sheet and intercompany reconciliations, and flux analysis.• Develop the accounting strategy and implementation of new subsidiary launches, including those in China, Mexico and Germany. Coordinate efforts across several departments to address legal, tax and regulatory reporting requirements.• Subject matter expert on expat accounting, foreign currency accounting, international payroll, and complex leases.• Lead coordinator for global external audits, resulting in highly successful audits with no significant audit findings.• Provide oversight and control for outsourced corporate accounting, fund accounting, custodial and transfer agent services. Evaluate SOWs. Monitor custodian banks to ensure data quality and compliance with service contracts.• Serve as SOX Control Owner. Ensure adequate design and operating effectiveness of key accounting controls, and the completeness and accuracy of IPEs and EUCTs. Conduct control walkthroughs, manage internal and external audit requirements, and certify quarterly.requirements, and certify quarterly.• Maintain close partnerships with FP&A to complete budget-to-actual analysis and fiscal planning and forecasting within our Hyperion Planning application.

Delivered the accounting, variance analysis and reconciliations for several international subsidiaries and a wide range of domestic general ledger accounts. Developed expertise in PeopleSoft ERP.

Applied project management and change management principles to deliver key components of a multi-year, inter-divisional revenue recognition project.

Coached and developed a 7-member client-focused team responsible for retirement plan reporting, annual audit support and Form 5500 preparation services. Specialized in Rabbi Trust reporting and brokerage investment reporting.

Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries (ASPPA).Prepared annual plan-level financial reporting packages for highly complex retirement plans, prepared signature-ready Form 5500 client packages and maintained a high-touch, consultative approach with clients.

Managed the receipt, reconciliation and investment of trust assets for new clients. Coordinated the setup and testing of retirement plan provisions. Reviewed plan legal documents to insure compliance with plan provisions. Partnered with clients and their legal counsel to formulate plan design strategies. Considered an expert in mergers/acquisitions.