Valerie Martin Email & Phone Number

West Conshohocken, Pennsylvania

• Supervised the implementation of new accounting system significantly improving reporting capability and interface with other major systems • Developed and implemented investment system for compliance monitoring, oversight and reporting including system integration, process development or revision and cost / benefit evaluation• Established a highly motivated, accountable team with clear focus on performance• Handled communication of financial information to decision makers to… Show more • Supervised the implementation of new accounting system significantly improving reporting capability and interface with other major systems • Developed and implemented investment system for compliance monitoring, oversight and reporting including system integration, process development or revision and cost / benefit evaluation• Established a highly motivated, accountable team with clear focus on performance• Handled communication of financial information to decision makers to empower effective responses and timely action • Developed and implemented organizational budget process ( $ 185 million annual budget )• Directed Investment operations - accounting, compliance, administration, due diligence and custody. Assets increased from $300 m to $3.4 b during tenure• Developed the loss contingency plan and process to respond effectively to fluctuations in investment portfolio • Managed preparation of annual and quarterly financial statements• Provided oversight of annual tax returns as well as annual financial audit• Strategic partner in developing initial guidelines for monitoring overall compliance requirements to organizational mandates and development of an efficient tracking mechanism. • Project Manager responsible for building system structure to accurately capture necessary data and allow the organization to accurately respond to compliance requirements• Lead preparation of annual compliance audit and related Management Report • Supervised the development and implementation of corporate travel policy, organization wide expense management system, corporate travel partner and new credit card vendor • Acted as the retirement plan administrator • Managed contract negotiations, insurance assessment and grants management analysis including OFAC, expenditure responsibility and equivalency determination • Participated in development and revisions to the personnel handbook and policies as well as evaluation of lease terms and operational effect Show less

West Chester, Pa

• Responsible for Housing and Urban Development financial oversight and management• Handled management and compliance requirements for low-income housing and historic rehabilitation tax credits • Monitoring and reporting to the Board of Directors, Executive Director, external funders, syndicators, government agencies and limited partners • Supervised the conversion of the organization’s accounting method to a GAAP based process, which included the implementation of a new… Show more • Responsible for Housing and Urban Development financial oversight and management• Handled management and compliance requirements for low-income housing and historic rehabilitation tax credits • Monitoring and reporting to the Board of Directors, Executive Director, external funders, syndicators, government agencies and limited partners • Supervised the conversion of the organization’s accounting method to a GAAP based process, which included the implementation of a new accounting system and revision of the company’s financial reporting Show less

Bachelor’S Degree, Accounting

Activities and Societies: Business Students Association Business & Economics College Council

Bachelor Of Science (B.S.), Accounting