Barbara Perry

Barbara Perry Email and Phone Number

Financial Management & Accounting - RETIRED
Barbara Perry's Location
Sumter County, Florida, United States, United States
Barbara Perry's Contact Details

Barbara Perry personal email

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

Barbara Perry's Current Company Details

Financial Management & Accounting - RETIRED
Barbara Perry Work Experience Details
  • United Way Of Greenwich, Inc.
    Director Of Finance And Administration
    United Way Of Greenwich, Inc. 2014 - 2015
    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.
  • The Transportation Association Of Greenwich, Inc.
    Assistant Finance Director
    The Transportation Association Of Greenwich, Inc. 2012 - 2014
    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.
  • National Australia Bank Limited
    Director, Risk & Alternative Asset Oversight
    National Australia Bank Limited 2010 - 2011
    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.
  • National Australia Bank Limited
    Director, Fund Manager Relations
    National Australia Bank Limited 2008 - 2010
    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.
  • National Australia Bank Limited
    Director, Counterparty Risk Management
    National Australia Bank Limited 1997 - 2008
    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.
  • Union Bank Of Switzerland / Ubs Inc.
    Vice President, Counterparty Analysis
    Union Bank Of Switzerland / Ubs Inc. 1994 - 1997
    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.
  • Bear, Stearns & Co. Inc.
    Vice President/Managing Analyst
    Bear, Stearns & Co. Inc. 1988 - 1994
    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.

Barbara Perry Skills

Credit Analysis Financial Institutions Credit Risk Financial Analysis Capital Markets Financial Instruments Negotiation Process Development Process Improvement Hedge Funds Problem Solving Research Data Analysis Mentoring Of Staff Policy Business Strategy Collaboration Strategic Thinking Issue Resolution Data Integrity Counterparty Risk Isda Negotiations Risk Monitoring Kyc/aml Derivatives Risk Management Fixed Income Banking Commercial Banking Financial Risk Equities Finance Market Risk Financial Services Investments Financial Markets Options Structured Finance Fx Options Aml Swaps Funding Mutual Funds Analysis Treasury Management Operational Risk Structured Products Foreign Exchange Securities Lending Liquidity Risk

Barbara Perry Education Details

Frequently Asked Questions about Barbara Perry

What is Barbara Perry's role at the current company?

Barbara Perry's current role is Financial Management & Accounting - RETIRED.

What is Barbara Perry's email address?

Barbara Perry's email address is ba****@****ail.com

What schools did Barbara Perry attend?

Barbara Perry attended Pace University - Lubin School Of Business, Boston College, Scarsdale High School.

What are some of Barbara Perry's interests?

Barbara Perry has interest in Social Services, Investing, Fine Art, Music, Travel, International Affairs, Ballet/dance.

What skills is Barbara Perry known for?

Barbara Perry has skills like Credit Analysis, Financial Institutions, Credit Risk, Financial Analysis, Capital Markets, Financial Instruments, Negotiation, Process Development, Process Improvement, Hedge Funds, Problem Solving, Research.

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    umdnj.edu

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