Lead fund administration team of up to 30 professionals in providing third party fund accounting and administration services for mutual fund clients. Included audit analysis, reporting, tax diversification compliance, portfolio compliance testing, and quality control review of net asset calculation. • Experienced in client and service partner interaction to develop and achieve client focused solutions. • Formed new department as part of firm's transition to new service model. Entailed migrating work functions from individual client servicing teams to one centralized department.• Led plan of US-based fund administration team which included managing and overseeing progress of work functions.• Oversaw offshore fund administration support teams. • Streamlined an inefficient workflow process by co-leading project that created and implemented a standard and automated audit analysis and support package. • Spearheaded project to create and implement new control report utilized daily to monitor for NAV divergence for multi-class funds. Prevented undetected errors in fund’s NAV calculation. • Served as Business Recovery Plan owner for department. Implemented procedures and guided team in support of corporate policies in preparation of potential business resiliency events. • Headed initiative that developed automated reporting to fulfill regulatory and client requirements related to money market reform.

Serve as team leader of 8-10 accountants and supervisors that conducted calculation of funds' net asset values, preparation of monthly audit analysis support, and monthly client financial statement reports. • Managed operations of team in constructing daily net asset value of mutual funds for large client, preparing monthly audit analysis reports and client deliverables. • Cultivated relationships with client contacts including fielding and responding to client inquiries and requests for information and data related to respective funds. • Mentored staff and fostered a positive and team-oriented work environment that resulted in consistent quality service for the clients. • Positively recognized for department via client feedback surveys and direct communication during client visits and conference calls. • Executed oversight of team to ensure functions performed in accordance with departmental policies and procedures.

• Maintained an exceptional level of accuracy for daily NAV production. • Trained, mentored, and developed new and less experienced members of the team.• Coordinated the preparation of audit support packages and held the role as centralized point of contact for external audit firms.• Promoted to Investment Accountant Supervisor II in November 1997.

Performed functions necessary for calculation of daily net asset values for clients' funds. Prepared funds' audit analysis packages and monthly financial statements on monthly basis. Completed weekly, monthly and other periodic data surveys for submission to third party reporting agencies.• Assigned responsibility for complex adjustable rate mortgage funds.• Received promotions to Investment Accountant II and Senior Investment Accountant positions within first two years of employment.