Jon Schroeder Email and Phone Number
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"Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful." - Albert SchweitzerWith over two decades of diverse experience spanning investment operations, public accounting, controlling, and captive finance, I am a seasoned financial leader driven by a passion for excellence and a relentless pursuit of success. Throughout my career, I have honed my skills in navigating complex financial landscapes, meticulously overseeing investment accounting operations, and fostering collaborative relationships with executive leadership teams. As the Director of Investment Accounting at the University of Michigan, I have played a pivotal role in orchestrating the expansion of the investment portfolio from $11 billion to $23 billion while implementing strategic workforce initiatives to ensure operational resilience and mitigate critical person risk. My expertise extends to all facets of investment accounting, including close coordination with custodial entities, meticulous transaction reconciliation, and the preparation of comprehensive control reports. Additionally, I have demonstrated proficiency in managing annual investment audits and liaising effectively with external auditors to ensure regulatory compliance and accuracy across various alternative investment funds. My unwavering commitment to excellence, coupled with a strategic mindset and superior communication skills, positions me as a trusted financial partner poised to drive sustainable growth and operational success within any organization.Areas of Expertise:Investment OperationsAccountingFinanceTreasuryLeadershipSupervisionFinancial StatementsFootnote PreparationExternal AuditsCommunicationRisk AssessmentAsset AllocationValuation ModelsRegulatory CompliancePerformance Monitoring
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Director Of Investment AccountingUniversity Of MichiganFarmington, Mi, Us
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Director Of Investment AccountingUniversity Of Michigan Jun 2014 - PresentAnn Arbor, Michigan, UsThe University of Michigan is a renowned public research university in Ann Arbor, Michigan. As the Director of Investment Accounting, I was pivotal in leading and directing investment accounting operations amid significant portfolio growth. I oversaw the expansion of the investment portfolio from $11 billion to $23 billion, implementing strategic workforce initiatives to ensure operational efficiency and mitigate critical person risk. My contributions included orchestrating close coordination with custodial entities, meticulous transaction reconciliation, and preparation of comprehensive control reports. Additionally, I managed annual investment audits, collaborating closely with external auditors to ensure regulatory compliance across various alternative investment funds.
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Manager - Investment Operations/Assistant ControllerUaw Retiree Medical Benefits Trust Nov 2009 - Jun 2014Detroit, UsThe UAW Retiree Medical Benefits Trust is a Detroit-based organization that manages healthcare benefits for retired auto workers. As Manager of Investment Operations/Assistant Controller, I led a team overseeing investment operations and accounting functions. I facilitated the investment portfolio's growth to $55 billion and developed robust internal control procedures to streamline processes and enhance reporting accuracy. My contributions included conducting in-depth analysis of external operational due diligence reports, identifying deficiencies, and ensuring compliance with regulatory requirements. -
Senior Treasury AnalystChrysler Financial Jun 2005 - Nov 2009London, England, GbChrysler Financial, based in Farmington Hills, Michigan, was the financial services arm of Chrysler Corporation. As a Senior Treasury Analyst, I orchestrated complex securitization transactions totaling $17 billion over two years. I collaborated closely with cross-functional deal teams to structure and execute transactions in compliance with regulatory requirements and internal controls. Additionally, I maintained an audit-ready environment, ensuring seamless interaction with external stakeholders. -
Senior Accountant, Senior Financial AnalystRobert Bosch Oct 2000 - Jun 2005Farmington Hills, Mi, UsThe Robert Bosch Corporation is a multinational engineering and technology company headquartered in Germany with a significant presence in the United States. As Senior Accountant and Senior Financial Analyst, I managed and consolidated quarterly and annual reporting for North American operations, prepared financial statements, and analyzed pension plan accounts. Additionally, I assisted in coordinating and developing the annual budget process and led benchmarking projects to drive synergies within the accounting group.Assist in coordination and completion of annual $4.3 billion budget. Consolidate and review monthly reporting numbers for North American operations. Create and present special requests, monthly, quarterly and annual charts to vice-president of North American operations. Lead benchmarking projects to drive synergies within accounting group by identifying best practices from both internal & external sources. -
Senior AuditorPricewaterhousecoopers Jan 1999 - Oct 2000GbPrice Waterhouse Coopers LLP (PwC) is one of the Big Four accounting firms, providing assurance, tax, and advisory services to clients worldwide. As a Senior Auditor based in Detroit, Michigan, I conducted audits for various clients across various industries. My responsibilities included evaluating internal controls, assessing financial statements, supervising staff, and recommending process improvements. -
Assistant ControllerMichigan Association Of Cpa'S Nov 1996 - Jan 1999The Michigan Association of CPAs is a professional organization for certified public accountants in Michigan. As an Assistant Controller, I supported financial operations and contributed to the organization's financial reporting and compliance efforts. My role involved preparing financial statements, managing accounts, and assisting with budgeting and forecasting processes.
Jon Schroeder Skills
Jon Schroeder Education Details
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Walsh CollegeFinance -
Western Michigan UniversityPolitical Science
Frequently Asked Questions about Jon Schroeder
What company does Jon Schroeder work for?
Jon Schroeder works for University Of Michigan
What is Jon Schroeder's role at the current company?
Jon Schroeder's current role is Director of Investment Accounting.
What is Jon Schroeder's email address?
Jon Schroeder's email address is js****@****hac.com
What schools did Jon Schroeder attend?
Jon Schroeder attended Walsh College, Western Michigan University.
What are some of Jon Schroeder's interests?
Jon Schroeder has interest in Children.
What skills is Jon Schroeder known for?
Jon Schroeder has skills like Accounting, Financial Reporting, Financial Analysis, Analysis, Finance, Budgets, Investments, Cash Flow, Financial Accounting, Auditing, Consolidation, Excel.
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