Kathleen Mcphillips

Kathleen Mcphillips Email and Phone Number

Richmond, VA, US
Kathleen Mcphillips's Location
Richmond, Virginia, United States, United States
About Kathleen Mcphillips

Kathleen Mcphillips is a Fund Accountant at Commonwealth Fund Services, Inc..

Kathleen Mcphillips's Current Company Details
Commonwealth Fund Services, Inc.

Commonwealth Fund Services, Inc.

View
Fund Accountant
Richmond, VA, US
Website:
ccofva.com
Employees:
16
Kathleen Mcphillips Work Experience Details
  • Commonwealth Fund Services, Inc.
    Fund Accountant
    Commonwealth Fund Services, Inc.
    Richmond, Va, Us
  • Commonwealth Fund Services, Inc.
    Fund Accountant
    Commonwealth Fund Services, Inc. Sep 2022 - Present
    Richmond, Virginia, United States
    • Prepares, reviews, and reports net asset value (NAV) daily to partners and clients to ensure stakeholdersalways have current and accurate information on fund performance• Reconciles cash, creates income projections daily, generates comprehensive monthly/yearly fund expense reports• Tracks subscriptions, redemptions, and facilitates incoming and outgoing wire transfers of funds• Contributes to the onboarding and skill development of new team members• Regularly communicates crucial information to fund advisors and other stakeholders• Ensures compliance with SEC and IRS regulations by diligently maintaining funds’ financial records
  • Uva Women'S Center
    Social Media Marketing Intern
    Uva Women'S Center Aug 2021 - May 2022
    Charlottesville, Virginia, United States
    • Manages social media accounts (Twitter, Facebook, Instagram) and posts 3 times each day to drive engagement and increase subscribers • Develops original content using Canva and social media to promote Women’s Center events, resources, and values• Measures and analyzes media metrics to create increasing engaging content • Works 10 hours each week during the semester
  • Crutchfield Corporation
    Inventory Specialist
    Crutchfield Corporation Apr 2020 - May 2022
    Charlottesville, Virginia, United States
    • Packages orders, restock items, and organizes inventory to get products to customers in a timely manner• Maintains operational efficiency by prioritizing urgent orders and high demand items• Works in assigned zone until all orders are fulfills then readily joins other zones to assist teammates • Works 5-8 hours each week during the semester, gained work experience by working full-time for the first time

Kathleen Mcphillips Education Details

Frequently Asked Questions about Kathleen Mcphillips

What company does Kathleen Mcphillips work for?

Kathleen Mcphillips works for Commonwealth Fund Services, Inc.

What is Kathleen Mcphillips's role at the current company?

Kathleen Mcphillips's current role is Fund Accountant.

What schools did Kathleen Mcphillips attend?

Kathleen Mcphillips attended University Of Virginia.

Who are Kathleen Mcphillips's colleagues?

Kathleen Mcphillips's colleagues are Holly Giangiulio, John Pasco, Newton Becky, Jamie Corona, Christopher Cook, Saka James Divine.

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