As an executive leader, I was recruited to oversee the Fund Administration division, managing administrative services for 400+ mutual funds, 60–70 Investment Advisor clients, and 800+ pension-type funds. I handle a substantial payroll and operating budget, guiding diverse teams of 80 onshore and ~120 offshore staff across financial reporting, tax, and treasury functions. My portfolio includes diverse fund types, from mutual funds to hedge funds and common and collective funds.Key Achievements:• Restructured roles, significantly boosting yearly payroll efficiency and saving $900K annually while absorbing new business demands without additional hires.• Active leadership role in successfully securing new business contracts from investment managing companies managing assets surpassing $10B+ by leveraging automation initiatives and expertise.• Pioneered data automation initiatives, transitioning manual Excel processes to streamlined solutions using Alteryx, Xceptor, and Power BI.

My role involved strategizing the transition from internal tax operations to outsourced tax and financial reporting functions. I oversaw tax matters for 450+ mutual funds and various investment products while leading a team across multiple onshore and offshore global offices.Key Achievements:• Restructured the team operations strategy, enabling multiple successful new fund product launches and increased business.• Collaborated across business lines to implement technology platforms for enhanced efficiency and effectiveness.• Developed new fund investment strategies and service capabilities in alignment with organizational goals.

During my tenure, I transformed a fragmented tax team structure into a unified group across multiple fund types overseeing comprehensive tax compliance and consulting services. Growing an expanding team that led and drove new client business initiatives, I developed automated capabilities and technical expertise while establishing compliance and regulatory support services across fund accounting, client services, custody and transfer agent business lines. Key Achievements:• Expanded the team's capabilities to handle diverse funds and established regulatory support services.• Collaborated across teams to craft new client business strategies and spearheaded technology upgrade initiatives.• Recognized for exceptional performance and leadership with prestigious awards and consistent managerial rankings.

As a Senior Tax Manager, I cultivated and managed client service relationships for multiple investment partnership groups and RIC clients, including key collaboration with U.S. Bank GFS. My responsibilities encompassed the preparation and review of federal and state tax return filings for '40 Act funds, '33 registered alternative investment funds, and corporate tax reporting for investment management companies.Key Contributions:• Oversaw annual and quarterly FAS 109 / ASC 740 services for '40 Act and privately held funds, handling intricate accounting method changes and complex derivative book-to-tax adjustments.• Executed various investment fund tax processes and procedures, ensuring compliance and accuracy in reporting.