Kelli Sullivan Email & Phone Number

• Managed the review of shared services across the Alternative Investment Solutions division with a concentration on financial reporting.
• Coordinated all financial reporting system initiatives.
• Conducted process reviews to determine the most efficient means of creating improvements and developing efficiencies.
• Led the preparation of business cases, cost/benefit analysis, contingency planning and risk assessments.
• Served as a technical, subject matter resource for systems and… Show more Managed the review of shared services across the Alternative Investment Solutions division with a concentration on financial reporting.
• Served as a technical, subject matter resource for systems and business line staff.

• Directed all financial reporting technology projects. Acted as liaison between systems, vendors and financial reporting.
• Drafted detailed business requirements to increase automation for financial reporting projects.
• Coordinated user acceptance testing.
• Coordinated interdepartmental activities to ensure that resources were available and deliverables were met.
• Conducted training classes.
• Demonstrated financial reporting automation to clients.

• Automated the financial reporting process bank wide, managed vendors and created the form and content of financial reporting training.
• Acted as main liaison with financial reporting vendor.
• Created and coordinated all requests for system enhancements and improvements.
• Developed and managed a team of technical specialists to support third party software and automate financial reporting processes.
• Responsible for all new client conversions in financial reporting.
• … Show more Automated the financial reporting process bank wide, managed vendors and created the form and content of financial reporting training.

• Provided on site support and management of the day to day operations at two client facilities.
• Responsible for product implementations and maintaining operations.
• Provided input and recommendations for systems improvements.
• Developed and supported a team of typesetters.
• Responsible for client training.
• Assisted in the development of new business.

• Manged the outside operations' relationships of the Loomis Sayles Funds.
• Managed the contract process and the existing distribution relationships of the Loomis Sayles Funds.
• Coordinated the Board Book, Prospectus and Tax Information process.
• Oversaw the shareholder servicing and transfer agent functions of an incubator fund.
• Registered mutual funds in foreign markets.

• Developed the financial operations of the Loomis Sayles advised mutual funds.
• Managed the semi-annual and audit processes.
• Ensured that the financial statements are in conformity with GAAP, SEC, IRS and other regulatory requirements.
• Responsible for ensuring the application of the appropriate accounting methodology for complex securities.
• Preparation and review of the financial data for annual prospectuses and related documents.
• Managed the accounting and administrative… Show more Developed the financial operations of the Loomis Sayles advised mutual funds.

• Managed client implementations.
• Developed and monitored work plans for pilots and implementations.
• Assisted clients in the set-up of the system.
• Acted as a technical resource for the sales force at all client demonstrations.
• Wrote business requirements for system functionality.
• Responsible for the comprehensive system test prior to scheduled system release date.

• Special Project Project manager on a financial reporting automation initiative with a third party provider. Involved in choosing the third party provider as well as setting up acceptance criteria upon the completion of.
• Managed entire financial reporting production process. Maintained ongoing communications with audit teams, fund accounting and legal departments, marketing, client, printers and staff.
• Review financial statements and related reports and correspondence ensuring compliance with SEC regulations. Verified that all required disclosure was incorporated into statements in a constantly changing regulatory.
• Managed staff development and training.
• Coordinated annual report audits, working directly with independent auditors throughout the process.
• Acted as liaison with the systems department to maintain and update the portfolio report writing system.

Mba, Accounting

Received full graduate assistantship

Ba, International Business