O'Neil A Levy Cfa Cpa Fcca Email & Phone Number

Boston, Massachusetts, United States

O'Neil A Levy co-founded LewisLevy Consulting out of a need to provide exceptional consultancy services to fund managers. Check out www.lewislevyconsulting.com for more details.

Boston, Massachusetts, United States

As Director, CFO Services, I bring solutions to PE/VC CFO's and managers including valuation services, outsourced CFO support services, and portfolio company solutions, to name a few. Being at TMF Group, a global financial services firm, we use the wealth of our size and resources to bring solutions to fund managers around the world.

Boston, Massachusetts, United States

Drive MassMutual’s net investment income (NII) Forecast and Plan processes with continuous focus on refining models, identifying and driving improvements and model different scenarios. Analyze NII results for all asset classes including but not limited to investment grade bonds, mortgages, investment partnerships and/or derivatives and provide analysis and.

Greater Boston Area

• Coordinate financing of new deals and manage daily operations of various private equity funds, including capital calls, capital distributions and deal financing.
• Accounting and preparation of financial statements, quarterly reports and point of contact for private equity funds and financial statement audits
• Review quarterly valuations for the funds’ portfolio companies based in North America.
• Administer carried interest calculations and subscription line for various private equity funds.
• Report preparation for government regulatory filing i.e. SEC and AIFMD

Greater New York City Area

• Planned, executed and managed all aspects of financial statement audits, reviews and agreed-upon procedures for SME and large multinational investment management complexes domiciled within the United States of America.
• Approved and monitored engagement economics, including budgeting, fee negotiation, staffing, billings and profitability analysis for audit engagements.
• Monitored client compliance with Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB) standards and other regulatory requirements.
• Advised asset management clients on complex accounting, reporting and systems issues impacting their operations, SEC reporting and other regulatory requirements.
• Reviewed independent valuation assessments of complex illiquid investments and derivative instruments including private equity, structured credit products, bespoke credit default swaps, and distressed debt and equity.
• Managed and coordinated teams of professionals in the execution of various projects for financial services clients based in Boston, New York, Connecticut and various foreign jurisdictions.

Nassau, Bahamas

• Liaise with top management (CFOs, CEOs and others) in matters regarding financial and operational procedures, assessment of internal control weaknesses and other issues.
• Audited compliance of financial statements with International Financial Reporting Standards (IFRS) or US GAAP.
• Risk Mitigation: Performed evaluation of internal controls of various businesses in accordance with COSO methodology and Sarbanes Oxley Act.