Jacqueline Valdez

Jacqueline Valdez Email and Phone Number

Head of Finance @ Ecosystem Integrity Fund (Part-Time Consultant) | CPA (inactive) @ Ecosystem Integrity Fund
Jacqueline Valdez's Location
San Francisco, California, United States, United States
Jacqueline Valdez's Contact Details
About Jacqueline Valdez

Versitile, respected finance, compliance and accounting executive with a high standard of integrity and nearly two decades of experience in investment management. Specializing in private equity and venture capital.

Jacqueline Valdez's Current Company Details
Ecosystem Integrity Fund

Ecosystem Integrity Fund

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Head of Finance @ Ecosystem Integrity Fund (Part-Time Consultant) | CPA (inactive)
Jacqueline Valdez Work Experience Details
  • Ecosystem Integrity Fund
    Head Of Finance
    Ecosystem Integrity Fund Aug 2022 - Present
    San Francisco, California, Us
    View
  • Apex Group Ltd
    Consultant
    Apex Group Ltd Aug 2021 - Apr 2024
    Hamilton, P.O. Box 2460 Hmjx, Bm
    Greenough Consulting Group wae acquired by Apex Group in August 2021
    View
  • Greenough Consulting Group
    Consultant
    Greenough Consulting Group Mar 2016 - Apr 2024
    Burlingame, California, Us
    View
  • Bay Hills Capital
    Controller & Chief Compliance Officer
    Bay Hills Capital Oct 2014 - Mar 2016
    Responsible for compliance, accounting and financial reporting and operations.
  • Health Evolution Partners
    Controller
    Health Evolution Partners Jan 2011 - Oct 2014
    Key individual in the firm’s financial operations team under CFO. Integral in the quarterly and annual tax and financial accounting and reporting for the management company, three investment funds, four general partner entities and the HEP Summit.
  • Parthenon Capital
    Assistant Controller
    Parthenon Capital Oct 2008 - Jan 2011
    Boston, Ma, Us
    Managed the quarterly and annual tax and financial accounting and reporting for eight direct investment funds and five general partner entities, including complex carry waterfall allocations and quarterly and annual fund performance metrics.
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  • Rothstein Kass & Company, Llp
    Senior 1/ Senior 2/Supervising Senior
    Rothstein Kass & Company, Llp Nov 2006 - Oct 2008
    Us
    Specialized in audits, tax reporting and compliance for private investment funds and their advisors. Lead senior and main client contact on all of her engagements and was responsible for supervising audit teams of up to six. Acted as manager and reported directly to partners on majority of engagements. Was integral in the implementation of an in depth new associate training program.
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  • Pricewaterhousecoopers
    Senior Associate
    Pricewaterhousecoopers Aug 2006 - Oct 2006
    Gb
    Specialized in the audits of both public and private investment funds and their advisors.
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  • Pricewaterhousecoopers
    Assurance Associate
    Pricewaterhousecoopers Aug 2004 - Aug 2006
    Gb
    Specialized in the audits of both public and private investment funds and their advisors.
    View

Jacqueline Valdez Skills

Auditing Private Equity Hedge Funds Finance Gaap Financial Reporting Accounting Financial Analysis Financial Accounting Tax Us Gaap Operations Management Investments Venture Capital Management Investment Management Fund Of Funds Mutual Funds Fund Accounting Internal Controls Financial Statements Financial Statement Analysis Valuation Sec Filings Tax Accounting Cpa Asset Management Sarbanes Oxley Act Alternative Investments Partnership Taxation Quickbooks Tax Research Investment Management Industry Ria Registered Investment Advisor Sec Regulations Sec Financial Reporting Back Office Multi State Tax Returns Policies And Procedures Development

Jacqueline Valdez Education Details

  • California State University - East Bay
    California State University - East Bay
    Accounting

Frequently Asked Questions about Jacqueline Valdez

What company does Jacqueline Valdez work for?

Jacqueline Valdez works for Ecosystem Integrity Fund

What is Jacqueline Valdez's role at the current company?

Jacqueline Valdez's current role is Head of Finance @ Ecosystem Integrity Fund (Part-Time Consultant) | CPA (inactive).

What is Jacqueline Valdez's email address?

Jacqueline Valdez's email address is ja****@****ail.com

What is Jacqueline Valdez's direct phone number?

Jacqueline Valdez's direct phone number is +192564*****

What schools did Jacqueline Valdez attend?

Jacqueline Valdez attended California State University - East Bay.

What are some of Jacqueline Valdez's interests?

Jacqueline Valdez has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is Jacqueline Valdez known for?

Jacqueline Valdez has skills like Auditing, Private Equity, Hedge Funds, Finance, Gaap, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Tax, Us Gaap, Operations Management.

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