O'Neil A Levy Cfa Cpa Fcca Email and Phone Number
O'Neil A Levy Cfa Cpa Fcca work email
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O'Neil A Levy Cfa Cpa Fcca personal email
15 years of experience in public accounting; specializing in Alternatives Investments Funds (i.e. Private Equity Funds, Hedge Funds, Venture Capital and Real Estate Funds) and Alternative Investment Advisors. Worked on some of the most reputable hedge fund and private equity asset managers in New York, Connecticut and Boston and well versed in working with performance fees/carried interest calculations, fund mergers, master-feeder structures, and other more complex structures. Conversant with the accounting, operational and tax issues related to the advisory for alternative funds. Knowledgeable in the valuation of a variety of complex financial instruments including private equity, derivatives, fixed income securities, life settlement contract, real estate and distressed and high yield debt instruments.Energetic team leader and team player that managed, trained and coordinated large teams with individuals from diverse cultural backgrounds and conducted employee interim and annual performance assessment. Able to interact effectively with executives, service providers, trade organizations and boards on operational, accounting and regulatory issues impacting the asset management industry.
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Co-FounderLewislevy Consulting Jan 2024 - PresentBoston, Massachusetts, United StatesO'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.
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Cfo Services DirectorTmf Group Aug 2022 - Dec 2023Boston, Massachusetts, United StatesAs 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. -
Net Investment Income LeadMassmutual Jan 2021 - Nov 2021Boston, Massachusetts, United StatesDrive 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 reporting on Insurance, asset fees and margin. -
Director Of FinanceBain Capital Jul 2018 - Dec 2019Greater Boston AreaCoordinate 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 -
Director Of Assurance And Business Advisory ServicesPwc Jan 2003 - Jul 2018Greater New York City AreaPlanned, 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 and foreign jurisdictions. • 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. -
Senior AssociatePwc Jan 2001 - Dec 2002Nassau, BahamasLiaise 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.
O'Neil A Levy Cfa Cpa Fcca Skills
O'Neil A Levy Cfa Cpa Fcca Education Details
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Institute Of Chartered Accountants Of JamaicaAccounting And Finance
Frequently Asked Questions about O'Neil A Levy Cfa Cpa Fcca
What company does O'Neil A Levy Cfa Cpa Fcca work for?
O'Neil A Levy Cfa Cpa Fcca works for Lewislevy Consulting
What is O'Neil A Levy Cfa Cpa Fcca's role at the current company?
O'Neil A Levy Cfa Cpa Fcca's current role is CFO Services | Fund Services.
What is O'Neil A Levy Cfa Cpa Fcca's email address?
O'Neil A Levy Cfa Cpa Fcca's email address is on****@****pwc.com
What schools did O'Neil A Levy Cfa Cpa Fcca attend?
O'Neil A Levy Cfa Cpa Fcca attended Institute Of Chartered Accountants Of Jamaica.
What are some of O'Neil A Levy Cfa Cpa Fcca's interests?
O'Neil A Levy Cfa Cpa Fcca has interest in Kids, Children, Electronics, Investing, Education, Poverty Alleviation.
What skills is O'Neil A Levy Cfa Cpa Fcca known for?
O'Neil A Levy Cfa Cpa Fcca has skills like Accounting, Financial Analysis, Generally Accepted Accounting Principles, U.s. Generally Accepted Accounting Principles, Financial Reporting, Financial Statements, Auditing, Tax, Financial Accounting, Financial Audits, External Audit, International Financial Reporting Standards.
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