Barbara Perry
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Barbara Perry Email & Phone Number

Financial Management & Accounting - RETIRED
Location: Sumter County, Florida, United States 7 work roles 3 schools
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Role
Financial Management & Accounting - RETIRED
Location
Sumter County, Florida, United States

Who is Barbara Perry? Overview

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Barbara Perry is listed as Financial Management & Accounting - RETIRED based in Sumter County, Florida, United States. AeroLeads shows a matched LinkedIn profile for Barbara Perry.

Barbara Perry previously worked as Director of Finance and Administration at United Way Of Greenwich, Inc. and Assistant Finance Director at The Transportation Association Of Greenwich, Inc.. Barbara Perry holds Master Of Business Administration from Pace University - Lubin School Of Business.

Profile bio

About Barbara Perry

Finance professional experienced in business management and accounting, financial analysis, credit risk & compliance management, and office administration. Progressive experience spearheading and managing projects, developing and documenting processes, policies and procedures, and servicing external and internal clients. Skilled at motivating and fostering relationships with direct reports, colleagues, clients and a wide range of stakeholders.Specialties: - GAAP accounting- Cash flow management- Hedge Fund/Private Equity due diligence- Capital Markets & Financial Institutions credit - Risk assessment, compliance monitoring and controls- Policy and governance

Listed skills include Credit Analysis, Financial Institutions, Credit Risk, Financial Analysis, and 46 others.

7 roles · 39 years

Barbara Perry work experience

A career timeline built from the work history available for this profile.

Director Of Finance And Administration

United Way Of Greenwich, Inc.

Greenwich, Ct

Directly responsible for daily cash management, cash flow projections, the preparation, maintenance and reconciliation of various complex financial, accounting and numerical records, human resource administration & regulatory compliance, and IT maintenance and upgrades.

2014 - 2015 ~1 yr

Assistant Finance Director

The Transportation Association Of Greenwich, Inc.

Greenwich, Ct

Assisted the Finance Director in managing and overseeing all day-to-day accounting functions, including general ledger, accounts payable, accounts receivable, invoicing, making deposits, payroll, bank reconciliations, petty cash, and planning and monitoring cash flow.

2012 - 2014 ~2 yrs

Director, Risk & Alternative Asset Oversight

New York, New York

I was selected for this newly developed role within FIG-NY to maintain a high quality alternative asset funds portfolio and to ensure adherence to the Bank's policies and strategies, legal and regulatory requirements, and industry best practices. I was also responsible for providing all global reporting on this sector.

2010 - 2011 ~1 yr

Director, Fund Manager Relations

New York, New York

Managed a unit which provided credit analysis, ongoing risk monitoring, and business development support of a portfolio of clients consisting of traditional funds managers and alternative asset funds for dealings primarily in foreign exchange, interest rate and commodity derivatives, credit derivatives, and repurchase agreement transactions.

2008 - 2010 ~2 yrs

Director, Counterparty Risk Management

National Australia Bank Limited

New York, New York

Provided credit analysis and ongoing risk monitoring of approximately 80 North American non-bank FI trading counterparties, including U.S and offshore hedge funds, real money managers, broker-dealers, government sponsored enterprises, municipalities, municipal retirement funds, corporate pension funds, and other financial institutions. Responsible for the training and management of 2 team members.

1997 - 2008 ~11 yrs

Vice President, Counterparty Analysis

New York, New York

Team leader responsible for a portfolio of counterparties including industrials and other non-financial corporations, financial intermediaries, municipalities, investment advisers, hedge funds and mutual funds for the establishment of trading limits for fixed income products and equities.

1994 - 1997 ~3 yrs

Vice President/Managing Analyst

New York, New York

Managed a team of three to six analysts in the firm's Institutional Credit Dept, responsible for the financial analysis of domestic and international counterparties. Products for transaction limits included foreign exchange, interest-rate swaps, mortgage-backed securities, repurchase/reverse repurchase transactions, OTC options, mortgage conduit, and securities lending.

1988 - 1994 ~6 yrs
3 education records

Barbara Perry education

High School Diploma

Scarsdale High School
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What is Barbara Perry's role at their current company?

Barbara Perry is listed as Financial Management & Accounting - RETIRED.

Where is Barbara Perry based?

Barbara Perry is based in Sumter County, Florida, United States.

What companies has Barbara Perry worked for?

Barbara Perry has worked for United Way Of Greenwich, Inc., The Transportation Association Of Greenwich, Inc., National Australia Bank Limited, Union Bank Of Switzerland / Ubs Inc., and Bear, Stearns & Co. Inc..

How can I contact Barbara Perry?

You can use AeroLeads to view verified contact signals for Barbara Perry, including work email, phone, and LinkedIn data when available.

What schools did Barbara Perry attend?

Barbara Perry holds Master Of Business Administration from Pace University - Lubin School Of Business.

What skills is Barbara Perry known for?

Barbara Perry is listed with skills including Credit Analysis, Financial Institutions, Credit Risk, Financial Analysis, Capital Markets, Financial Instruments, Negotiation, and Process Development.

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