John Pfaff Email & Phone Number

Salt Lake City, Ut, Us

Salt Lake City Metropolitan Area

Salt Lake City Metropolitan Area

Greater Salt Lake City Area

Responsible for review and implementation of budgets for Goldman Sachs Mutual Funds by creating projections and models for over 1 MM of expenses over the fiscal year. Perform detailed analysis of expenses and liquidity of the fund.Lead coordinator for annual audit of 50+ Goldman Sachs US Mutual Funds. Created a production calendar for multiple teams to adhere to and ensure constant review of financial statements. Maintained communication with managers of auditors, outside legal counsel,… Show more Responsible for review and implementation of budgets for Goldman Sachs Mutual Funds by creating projections and models for over 1 MM of expenses over the fiscal year. Perform detailed analysis of expenses and liquidity of the fund.Lead coordinator for annual audit of 50+ Goldman Sachs US Mutual Funds. Created a production calendar for multiple teams to adhere to and ensure constant review of financial statements. Maintained communication with managers of auditors, outside legal counsel, internal legal counsel and mutual fund marketing team to ensure tasks were completed and provide assistance when necessary. Launched 78 new share classes that are currently in use by Goldman Sachs Private Wealth Clients. Delegated tasks to team members such as guaranteeing correct expense structure and accurate prospectus statementsPerformed Annual and Semi-Annual reviews of Goldman Sachs Mutual Fund Financial Statements. Reviewed the valuation of multiple accounts by tying back to the underlying reports and specialized in understanding derivative positions taken by the fund. Show less

Planned and organized multiple panels that promoted different topics within the business community as part of the largest student led symposium in the country.

Accounting And Finance

Education record