Kathleen Goff work email
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Kathleen Goff personal email
Professional with deep fund experience in the areas of accounting, valuation, oversight of service providers, IRC tax compliance, managing SEC relationship and Board reporting, as well as audit experience with Big Four public accounting firm. Has served in leadership roles in finance and compliance leading continuous improvement.
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Vice President FinanceTiaa-Cref May 2007 - Nov 2013Charlotte, North Carolina Area• Presented to Board of Trustees of this Fortune 100 company/Top 15 fund complex on strategic initiatives• Initiated strategies to integrate taxpayer mentality through enhanced tax planning• Led $22M plus project to upgrade financial systems, resulting in significant improvements in the internal controls and timeliness of information delivery• Oversaw financial ledger processing of $250 billion of assets and managed team of 65 employees• Increased third party fund dividend processing accuracy rate from 20 percent to 99 percent -
Chief Financial Officer/CcoHambrecht & Quist May 2004 - May 2007Boston, Ma• Developed compliance manual and implemented newly effective SEC Rules 38a-1 and 206(4)-7• Managed SEC examinations of funds and advisor, including closing conference and response • Developed and implementation fair valuation policy on complex securities• Established/managed relationships with fund legal counsel, transfer agent and accounting agent/custodian• Collaborated with CEO on all matters and reported directly to Board of Directors and Audit Committee• Directed all aspects of oversubscribed close-end fund rights offering; increasing fund assets by 20 percent -
Svp Chief Compliance Officer, Director Of Fund AdministrationMackenzie Investment Management, Inc. Sep 1997 - Mar 2004Boca Raton, Fl• Presented regularly to fund Board of Directors as member of executive management team• Led financial aspects of fund launches, including profitability analysis, tax efficiency and valuation considerations• Updated and executed compliance program, including implementation of new regulations, Sarbanes-Oxley certifications, anti-money laundering and after-tax return calculations• Supervised preparation of reports to shareholders of mutual funds and related SEC filings• Executed on early adoption in fund industry of procedures for international fair valuation• Developed oversight program of fund accounting agent/custodian, sub-advisor and transfer agent • Managed SEC examinations of funds, including closing conference and response
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Senior AssociateCoopers & Lybrand, Llp Oct 1993 - May 1996Ft. Lauderdale, Fl• Supervised financial statement audits and internal control assessments of SEC registrants, including mutual funds
Kathleen Goff Skills
Kathleen Goff Education Details
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Taxation
Frequently Asked Questions about Kathleen Goff
What is Kathleen Goff's role at the current company?
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What schools did Kathleen Goff attend?
Kathleen Goff attended Florida Atlantic University.
What skills is Kathleen Goff known for?
Kathleen Goff has skills like Mergers And Acquisitions, Mergers, Auditing, Finance, Strategic Financial Planning, Financial Analysis, Risk Management, Portfolio Management, Cash Management, Financial Modeling, Process Improvement, Financial Services.
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Kathleen Goff
Former Director Of Budgeting And Financial Analysis At Sarasota Memorial Health Care System (2002 - April 2022)Sarasota, Fl2smh.com, hotmail.com1 +194191XXXXX
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Kathleen Goff Gutierrez
Putting The "Human" Into Talent Acquisition And The Hiring Process - Helping People, Building Trust And Delivering On DetailsHouston, Tx4firstleaf.club, sourceright.com, gilead.com, randstadsourceright.com -
3rlps.com, davinci-dev.com, gmail.com11 +171733XXXXX
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