CBIS Financial Services, Inc. (CBISFS) is a wholly-owned subsidiary of Christian Brothers Investment Services, Inc. (CBIS). The principal business of the company is that of a securities broker in primarily pooled investment funds exempt from the Investment Company Act of 1940. The company acts as a placement agent for CBIS Global Funds plc, for which CBIS is the investment adviser. The company is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors… Show more CBIS Financial Services, Inc. (CBISFS) is a wholly-owned subsidiary of Christian Brothers Investment Services, Inc. (CBIS). The principal business of the company is that of a securities broker in primarily pooled investment funds exempt from the Investment Company Act of 1940. The company acts as a placement agent for CBIS Global Funds plc, for which CBIS is the investment adviser. The company is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC) and is registered with the Securities and Exchange Commission (SEC). In my role as FINOP reporting to the Chief Financial Officer, I managed, prepared and reported all financial activities for CBISFS including regulatory filings to FINRA, SIPC and the SEC. I also ensured that the company’s financial records including net capital computation were in full compliance with FINRA rules. Show less

Christian Brothers Investments Services, Inc. (CBIS) is a privately-owned asset management company whose mission is to partner with Catholic institutions to develop socially responsible investing solutions that meet their current and future investment needs. Founded in 1981, the company offers U.S.-domiciled, pooled, commingled funds exclusively for tax-exempt Catholic institutions and Ireland-domiciled funds in select countries around the world.CBIS’ primary investment objective is to… Show more Christian Brothers Investments Services, Inc. (CBIS) is a privately-owned asset management company whose mission is to partner with Catholic institutions to develop socially responsible investing solutions that meet their current and future investment needs. Founded in 1981, the company offers U.S.-domiciled, pooled, commingled funds exclusively for tax-exempt Catholic institutions and Ireland-domiciled funds in select countries around the world.CBIS’ primary investment objective is to deliver highly competitive risk-adjusted investment returns in a manner consistent with the moral and social teachings of the Catholic Church. In order to meet this investment objective, the company hires institutional investment firms to manage or sub-advise its portfolios. The company’s actively managed products are typically multi-manager funds, combining two or more sub-advisers in order to achieve its investment objective. Currently CBIS manages approximately $7 billion in assets under management. As Senior Accountant reporting to the Chief Financial Officer, I was responsible for the management, preparation and reporting of the company’s finances to the management team and board of directors. I was privileged to spearhead the implementation of a budgeting and forecasting tool customized to handle complex revenue calculations for portfolios and funds thereby eliminating inefficiencies and improving the process by more than 75%. Another system implementation I led included ADP Workforce Now for payroll processing which augmented our compliance to established internal controls, retention requirements and state employment laws while streamlining the process. My most recent project involved the implementation and customization of Netsuite to our financial operations which resulted in improving our month-end close time by more than 40%. Show less

In my position as Accountant reporting to the Controller, I was responsible for all financial statement preparation and the supervision of payroll, accounts payable and accounts receivable. In this capacity, I also spearheaded the implementation of Concur Expense reporting to address a prevalent company-wide issue of delinquent expense reporting and to streamline and improve our process by over 50% for users. I also introduced and administered our employee commuter benefit program to allow our… Show more In my position as Accountant reporting to the Controller, I was responsible for all financial statement preparation and the supervision of payroll, accounts payable and accounts receivable. In this capacity, I also spearheaded the implementation of Concur Expense reporting to address a prevalent company-wide issue of delinquent expense reporting and to streamline and improve our process by over 50% for users. I also introduced and administered our employee commuter benefit program to allow our employees and company to take advantage of reduced FICA taxes in accordance with the commuter benefit tax law and later, state commuter benefit compliance. Show less