• Manage a team of 7 financial reporting analysts servicing the Not for Profit segment providing financial reporting for roughly 40 clients, as well as allocation, unitized, performance, and annual regulatory reporting. • Support team through identified daily accounting exceptions within established guidelines for 4,000+ accounts serviced• Establish team goals; allocate responsibility and accountability for goals among teams’ analysts aligned with organization initiatives• Set… Show more • Manage a team of 7 financial reporting analysts servicing the Not for Profit segment providing financial reporting for roughly 40 clients, as well as allocation, unitized, performance, and annual regulatory reporting. • Support team through identified daily accounting exceptions within established guidelines for 4,000+ accounts serviced• Establish team goals; allocate responsibility and accountability for goals among teams’ analysts aligned with organization initiatives• Set expectations and perform both mid-year and annual performance reviews for direct reports• Adhere to risk and policy guidelines to establish any other supervisory criteria for the team’s client base• Work closely with and among managing partners to help design and execute various team initiatives, business development and analyst retention efforts, as well as participate in special project and/or committee assignments • Execute compliance procedures from department vision through implementation across multiple internal reporting and organizational lines• Understand and help establish client priorities, work with other client-facing partners as well as the client to develop appropriate and timely deliverables• Work closely with local management and business development teams in support of revenue growth via additional product growth and new business growth Show less

• Responsible for quality reviewing financial statements submitted by analysts within division to ensure accurate reporting provided to the client • Provided daily support and guidance to team members and support management vision while effectively using staff resources• Reviewed and resolved complex reporting issues; involved necessary management and/or system partners as needed • Served as a subject matter expert for team members and management teams as well as mentor resource for… Show more • Responsible for quality reviewing financial statements submitted by analysts within division to ensure accurate reporting provided to the client • Provided daily support and guidance to team members and support management vision while effectively using staff resources• Reviewed and resolved complex reporting issues; involved necessary management and/or system partners as needed • Served as a subject matter expert for team members and management teams as well as mentor resource for new hire talent • Provide insight to process changes resulting in greater operational efficiency within the team and division• Oversaw and ensured accurate financial reporting for client events such as restructures, transitions, and special client requests • Directly interacted and consulted frequently with clients, internal change management, internal audit and external auditors Show less

• Audited monthly, quarterly, and annual financial statements with an emphasis on risk assessment, key process documentation and control identification, deficiency analysis, and process improvements. • Ensured accuracy and timeliness of reporting utilizing web based exception tools • Managed 10-15 client relationships containing 1000+ accounts inclusive of separately managed, alternative asset, and fixed income assets • Completed analysis and audits for additional client products… Show more • Audited monthly, quarterly, and annual financial statements with an emphasis on risk assessment, key process documentation and control identification, deficiency analysis, and process improvements. • Ensured accuracy and timeliness of reporting utilizing web based exception tools • Managed 10-15 client relationships containing 1000+ accounts inclusive of separately managed, alternative asset, and fixed income assets • Completed analysis and audits for additional client products such as unitization and plan allocation reporting, performance analytics, as well as 5500 supplemental reporting• Additional responsibilities included consulting internal and external partners as well as mentor peers Show less