Managing Director - Chief Financial Officer

• Apr 2019 - Present

Enhance and implement operational and trading applications, CRM tools, accounting systems, reporting tools and controls. Maintain banking relationships and strategic alliances with vendors and business partners. Work closely with trading counterparties and prime brokers. Responsible for payroll, benefits, audit and tax compliance and management of numerous vendors and administrators. Engage with the Executive Management team re: finance, audit, trends, and changes in the operating… Show more Enhance and implement operational and trading applications, CRM tools, accounting systems, reporting tools and controls. Maintain banking relationships and strategic alliances with vendors and business partners. Work closely with trading counterparties and prime brokers. Responsible for payroll, benefits, audit and tax compliance and management of numerous vendors and administrators. Engage with the Executive Management team re: finance, audit, trends, and changes in the operating model(s) and operational delivery. Responsible for developing the overall financial plan, forecasting/modeling, departmental budgets, and projections.

Managing Director - Head Of Investment Operations and Accounting

• Apr 2017 - Mar 2019

Responsible for overseeing performance, accounting, trade and settlement operations, client service teams. Responsible for suite of systems, review of new technologies, automation across the firm, adding client facing tools, CRM platform and other information technology matters.

Associate Director - Private Equity Fund Accounting

• Jun 2016 - Mar 2017

Senior Finance Professional

• 2014 - 2016

Hybrid role with responsibilities for accounting, tax and partners reporting & system implementation, process improvements and control enhancements. Hybrid role with responsibilities for accounting, tax and partners reporting & system implementation, process improvements and control enhancements.

Vice President - Private Equity Administration and Accounting

• 2013 - 2014

Director - Controller and Head of Investment Operations

• 2007 - 2013

Responsible for financial reporting; tax; fund accounting; trade and settlement operations Responsible for financial reporting; tax; fund accounting; trade and settlement operations

Director - Controller Hedge Funds

• 2004 - 2007

Responsible for operations and fund accounting for hedge funds with over 2 billion in assets. Strategies covered: Global Marco and Mortgage Opportunities Fund. Products covered: fx spot, forwards, swaps, repo agreements, options, sovereign debt, high yield bonds, credit default swaps (CDSs), MBS (IOs & POs). Responsible for operations and fund accounting for hedge funds with over 2 billion in assets. Strategies covered: Global Marco and Mortgage Opportunities Fund. Products covered: fx spot, forwards, swaps, repo agreements, options, sovereign debt, high yield bonds, credit default swaps (CDSs), MBS (IOs & POs).

Analyst - Trading System Implementations

• 2001 - 2004

Helped to implement accounting systems including: trade capture, settlements and accounting modules. Projects included implementations for central banks, energy companies and hedge funds. Helped to implement accounting systems including: trade capture, settlements and accounting modules. Projects included implementations for central banks, energy companies and hedge funds.

Financial Analyst

• 1997 - 2001

Responsible for the reporting of daily P&L for Equity & Fixed Income Derivative book. Prepared daily trades and cash break reports. Provided P&L attribution to traders and management. Provided monthly P&L commentary to management. Responsible for the reporting of daily P&L for Equity & Fixed Income Derivative book. Prepared daily trades and cash break reports. Provided P&L attribution to traders and management. Provided monthly P&L commentary to management.