-Built out governance and protocol for firm administration, hiring, and onboarding.-Evaluate the economics of client relationships to prioritize profitability.-Negotiate compensation with caregivers in order to maximize a net spread for the business.

-Overseeing and directing all Capital Coordinator's activities for the Investment Management sector.-Responsible for reviewing and approving all capital requests for the Investment Management sector.-Performing annual budgeting process and semi-annual capital forecasting process for all projects and boutiques within the Investment Management sector (~ $80M in annual spend, 10 businesses, and 30 coordinators). Consolidating all businesses budget requests "needs/asks" and prioritizing… Show more -Overseeing and directing all Capital Coordinator's activities for the Investment Management sector.-Responsible for reviewing and approving all capital requests for the Investment Management sector.-Performing annual budgeting process and semi-annual capital forecasting process for all projects and boutiques within the Investment Management sector (~ $80M in annual spend, 10 businesses, and 30 coordinators). Consolidating all businesses budget requests "needs/asks" and prioritizing for review and discussion with senior leadership.-Tracking actual and pipeline capital spend for all sector subsidiaries and providing monthly updates to senior leadership (C-level).-Leading Investment Management sector capital re-engineering efforts.-Hosting "open mic" forums as a venue to communicate new information and timelines to investment management sector constituents and answer questions from the field, improving staff efficiency.-Ensuring direct linkage between capital plan and operating plan. Show less

-Responsible for the monthly closing process, forecasting/budgeting, commentary and reviewing results monthly with the CEO (with a focus on variance to forecast, budget and prior year).-Preparing and discussing the financials and commentary at the quarterly Board Meetings, Operating Committee meetings, Annual Budget and Strategic Review meetings. (Including 4 Legal Entities and 10 Management Units).-Designing and maintaining the SOX Financial process and dealing with Internal &… Show more -Responsible for the monthly closing process, forecasting/budgeting, commentary and reviewing results monthly with the CEO (with a focus on variance to forecast, budget and prior year).-Preparing and discussing the financials and commentary at the quarterly Board Meetings, Operating Committee meetings, Annual Budget and Strategic Review meetings. (Including 4 Legal Entities and 10 Management Units).-Designing and maintaining the SOX Financial process and dealing with Internal & External auditors on testing-Providing a monthly update on Year-To-Date Performance Fee revenue earned by Fund and forecasting a Full Year view based on various degrees of performance sensitivity.-Built out, designed and maintained a reporting mechanism to track deferred award investments (LTIP) for the firm's employees.-Performing monthly mark-to-market valuation entries on the company's proprietary partnership interests and seed capital investments. -Approving and reviewing the monthly management fee calculations for the Alternative investment relationships and the annual performance fee calculations. Calculating the management fee and sub-advisor expense for all the Manager of Manager relationships.-Preparing, coordinating and analyzing the monthly Asset Management Sector Net Flow Report and the quarterly Sector AUM Report for the BNYM earnings package. This includes all subsidiaries of Asset Management and totals approximately $1.0 trillion in assets under management (at that time). Show less

Performing management reporting and business analysis.Performing trend/run rate analysis, commentary and variance analysis comparing actual expenses to forecast, plan and prior year.Meeting with business line managers to review each group's financials and discuss forecast, plan and prior year.Reviewing variable compensation payout calculations.