Michael Flook Email & Phone Number

▶️ Linking people, processes, and systems to effectively administer investment funds ◀️Treasurer | Principal Financial Officer | Mutual Funds Administration | Operational Oversight | Internal Controls & Risk Mitigation | Board Reporting | Regulatory Change ManagementDiligent, analytical, and detail-oriented Senior Finance Executive combining progressive leadership experience and in-depth expertise managing the operational administration of pooled investment vehicles in multiple fund complexes. Experienced in various products and related activities, from an investment, operational, regulatory, taxation, and financial reporting perspective. Mutual Funds | Fund Administration | Operational OversightMichael.j.flook@gmail.comImplement and direct focused management and oversight models that consider the market, regulatory, and business environment with a strong core belief in cultivating strong relationships with cross-functional internal teams, all management levels, Board of Directors/Trustees, and third-party service providers. Strive to add value through insightful business judgment, collaborative problem solving, and lead-by example style.A focused attention to internal controls and risk mitigation, ensuring both team and process are operating smoothly and efficiently to enable the business to continue to move forward and grow. CORE COMPETENCIESStrategic Planning ◼️ Financial Reporting ◼️ Client ServiceProcess Management ◼️ Fund Accounting/Operations ◼️ Vendor ManagementChange Management ◼️ Internal Controls ◼️ Internal/External AuditProduct Development ◼️ Sarbanes-Oxley ◼️ Regulatory CompliancePortfolio Management ◼️ Risk Management ◼️ Due Diligence

Listed skills include Derivatives, Fund Accounting, Valuation, Fund Administration, and 11 others.

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  Colorado State University

  Political Science And Government