Sandra Weiskirch Email & Phone Number

Chicago, Illinois, United States

Chicago

Deerfield, Il

Led development of system to file Affordable Care Act (ACA) 1095 forms with IRS, used by thousands of employer clients. System was built to meet strict IRS deadlines, employing new and complex IRS coding standards.Manage financial operations, including accounting, banking, insurance, payroll, taxes.Built and supervised team of Account Managers to guide clients through ACA reporting process.

Deerfield, Il

Led transition of analytical data and systems from legacy systems, to integrate the acquisition of Nuveen Investment Solutions by Callan Associates.Led production and development of standard and custom analytical reports for investment consulting clients with assets from $100 million to $50 billion.Presented results of reports to plan sponsor clients.

Consulted with institutional clients regarding structure of investment programs.Worked with investment committee on selection of investments and allocations, using quantitative decision-making framework to construct custom portfolio of alternative assets. Conducted comprehensive audits of custodial accounting data for $50 billion dollar pension fund. Developed and produced custom analytical reports for investment consulting clients.Directed process of automating data inputs from custodial banks.

Chicago

Evaluated clients’ financial decision making in light of policies and organizational structures, for institutional clients such as state and corporate pension funds, educational endowments, and investment management organizations.Assessed investment structures and recommended changes to manage risk.Managed team of analysts responsible for production of all client reporting and analysis.Developed and managed database and analytical framework for international equity securities analysis.Consulted with clients on structure of international equity managers, including selection of new managers, consideration of various international equity asset classes, and structuring of benchmarks.

Consulted with pension clients on monitoring and understanding of investment managers' performance and their processes, using Barra Analytics’ attribution analysis. Developed bank’s first analysis of impacts of derivative instruments for large custodial clients.Developed programs and managed systems, including SWIFT (Society for Worldwide Interbank Financial Transfer), company-wide general ledger system, and cost accounting system.

M.B.A., Finance And International Business

B.A. Magna Cum Laude, Mathematics

Activities and Societies: Phi Beta Kappa, choir

Education record

Certificate Of Nonprofit Management