Controller - Private Equity Firm
Westwind Investors, Lp
Manage accounting, tax, financial reporting, and financial operations for the firm. Portfolio assets include multiple Hedge Funds, Private Equity, Venture Capital and Direct Commercial Real Estate investments. Responsible for tax planning & compliance for 25 entities, including foundations, real estate partnerships and trusts. Manage all back office operations for the management company including payroll and IT. - Complete all capital account maintenance, expense calculations and capital statements. Regularly acknowledged as improving capital account reporting and increase in quality of performance reporting. - Rebuilt, redesigned, & automated monthly management reporting models which improved accuracy, provided standardization, provides geometric returns and improved management report timing.- Proven track record in automation, establishing internal controls, reporting controls and reporting infrastructure.