Highly interested and motivated in dynamic situations. Works well with a team and adapts quickly.
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Fund AccountantSei Jul 2023 - Jun 2024Oaks, Pennsylvania, United StatesPerformed quarterly reporting for real estate hedge funds of varying structures and sizes, calculating management/incentive fees wherever applicable and fostered direct and frequent communication with client ($78B total AUM) team to meet their expectations and needs in a timely mannerApplied financial analysis to calculate monthly and quarterly NAVs for PnL/Position estimation purposes for all funds and coordinated closely with both the team and the client for troubleshootingTracked and put together cash reconciliation files on a weekly basis, ensuring alignment between bank records, SEI books and client accountingLed training for new hires on capital activity (distribution/capital call) and management fee calculation files -
Finance And Accounting InternPt. Asuransi Msig Indonesia May 2022 - Aug 2022Jakarta Metropolitan AreaLed a project to lower the firm's bank administration fees, discovered root cause leading to savings upto 24% (Rp630M from Rp2.6B total) annuallySuccessfully proposed a streamlining of the Finance control team's processes to the CFO, potentiallyreducing daily time consumption by approx. 30%Created a Business Requirement Document for the projects by collecting data and proof from Financeand IT teamsPresented weekly on project progress to CFO -
Strategies And Transactions InternEy Mar 2021 - May 2021Jakarta, IndonesiaCompiled and created financial models of various industries, e.g. Mining, Energy, Printing, Palm OilProcessed legal transfer documents with a PartnerPrepared data for Due DiligenceConducted market research to create benchmarks for companies in the Energy and Palm Oil industry, including trends, regulations, outlook, and growth drivers -
Digital Media ConsultantToko Jaya Mulia Oct 2020 - Dec 2020IndonesiaAssisted in business model conversion from offline to onlineProposed and strategized a rebrandingConducted SEO analysis and industry benchmarking which led to a sales strategy in multiple online stores (Tokopedia, Lazada, Shopee)Doubled online sales within a single month in Lazada (87 to 200 car battery sales) in December
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Food Service SpecialistPenn State University Oct 2019 - Mar 2020Prepared food made to order directly in front of the customersKept inventory of the kitchen and dining hallMentored newer employees on SOPs of the kitchen -
Marketing Communications InternGenerali Indonesia Jun 2019 - Aug 2019Managed the company's CSR social media (The Human Safety Net Indonesia)presence through Instagram and FacebookPlanned and created content to write and post for the company's CSR initiative(On-site documentation, interviews, design) with Adobe Photoshop, Lightroomand Illustrator
Richard Thomas Education Details
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Applied Analytics -
Finance, General
Frequently Asked Questions about Richard Thomas
What is Richard Thomas's role at the current company?
Richard Thomas's current role is MS Applied Analytics Student at Columbia University.
What schools did Richard Thomas attend?
Richard Thomas attended Columbia University, Penn State University.
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Richard Thomas
Dallas, Tx4bordendairy.com, gmail.com, cob.osu.edu, hotmail.com2 1214662XXXX
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Richard Thomas
United States1richard-thomas.org -
Richard Thomas
Founder And President, Legacy Leadership; Co-Founder, Warrior Performance FrameworkHilton Head Island, Sc3hargray.com, lllowcountry.com, htc.hargray.com -
1odu.edu
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Richard Thomas
San Francisco Bay Area2sonomacountyfair.com, medtronic.com1 +170756XXXXX
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