VP, Controller

• May 2022 - Present

Controller

• Nov 2021 - May 2022

Chief Financial Officer

• Aug 2018 - Nov 2021

Treasurer

• Jul 2013 - Jun 2020

Vice President of Accounting

• Jun 2012 - Aug 2018

Manage the Accounting department with responsibilities including month-end and year-end close, financial reporting packages, ad-hoc reporting to Senior Management and the Board of Directors, financial statement and tax audits, payroll, accounts payable, accounts receivable, treasury functions, cash flow forecasting, and budgeting. Participated in and led several highly visible projects with Senior Management and cross-functional business groups, including the creation of a long-term… Show more Manage the Accounting department with responsibilities including month-end and year-end close, financial reporting packages, ad-hoc reporting to Senior Management and the Board of Directors, financial statement and tax audits, payroll, accounts payable, accounts receivable, treasury functions, cash flow forecasting, and budgeting. Participated in and led several highly visible projects with Senior Management and cross-functional business groups, including the creation of a long-term capital plan, the renewal of a $2 billion syndicated credit facility, the establishment of a non-banking liquidity facility, the application of new regulatory requirements and retirement plan modifications. Show less Manage the Accounting department with responsibilities including month-end and year-end close, financial reporting packages, ad-hoc reporting to Senior Management and the Board of Directors, financial statement and tax audits, payroll, accounts payable, accounts receivable, treasury functions, cash flow forecasting, and budgeting. Participated in and led several highly visible projects with Senior Management and cross-functional business groups, including the creation of a long-term… Show more Manage the Accounting department with responsibilities including month-end and year-end close, financial reporting packages, ad-hoc reporting to Senior Management and the Board of Directors, financial statement and tax audits, payroll, accounts payable, accounts receivable, treasury functions, cash flow forecasting, and budgeting. Participated in and led several highly visible projects with Senior Management and cross-functional business groups, including the creation of a long-term capital plan, the renewal of a $2 billion syndicated credit facility, the establishment of a non-banking liquidity facility, the application of new regulatory requirements and retirement plan modifications. Show less

Board Member

• Jan 2014 - Jan 2016

Women in Listed Derivatives (WILD) promotes networking and relationship building among women in the listed and over the counter derivatives markets through mentoring programs as well as social and educational events. Our mission is to highlight industry role models, encourage advancing careers and collectively underscore the prominence of women in derivatives. WILD is made up of women from derivatives exchanges, clearing firms, investment banks, brokerage firms, proprietary trading houses… Show more Women in Listed Derivatives (WILD) promotes networking and relationship building among women in the listed and over the counter derivatives markets through mentoring programs as well as social and educational events. Our mission is to highlight industry role models, encourage advancing careers and collectively underscore the prominence of women in derivatives. WILD is made up of women from derivatives exchanges, clearing firms, investment banks, brokerage firms, proprietary trading houses, technology firms, industry organizations and the media. Show less Women in Listed Derivatives (WILD) promotes networking and relationship building among women in the listed and over the counter derivatives markets through mentoring programs as well as social and educational events. Our mission is to highlight industry role models, encourage advancing careers and collectively underscore the prominence of women in derivatives. WILD is made up of women from derivatives exchanges, clearing firms, investment banks, brokerage firms, proprietary trading houses… Show more Women in Listed Derivatives (WILD) promotes networking and relationship building among women in the listed and over the counter derivatives markets through mentoring programs as well as social and educational events. Our mission is to highlight industry role models, encourage advancing careers and collectively underscore the prominence of women in derivatives. WILD is made up of women from derivatives exchanges, clearing firms, investment banks, brokerage firms, proprietary trading houses, technology firms, industry organizations and the media. Show less

Audit Senior

• Sep 2007 - Jun 2012

Enhanced financial statement analysis skills and industry knowledge by performing audits on mutual funds, unit investment trusts, private equity funds, hedge funds, other financial corporations and employee benefit plans. Managed multiple client relationships and service delivery, including project management, monitoring and reporting project status, ensuring quality of service, responding to client questions, and communicating findings and results to senior management. Managed… Show more Enhanced financial statement analysis skills and industry knowledge by performing audits on mutual funds, unit investment trusts, private equity funds, hedge funds, other financial corporations and employee benefit plans. Managed multiple client relationships and service delivery, including project management, monitoring and reporting project status, ensuring quality of service, responding to client questions, and communicating findings and results to senior management. Managed and executed all aspects of engagements, including planning, testing and reporting. Assisted in developing the audit plan that addresses identified risks related to account balances. Fund engagements managed varied from 4 to 44 funds being audited at one time Supervised engagement teams varying from 2 to 13 staff and seniors. Directed and reviewed the work of staff while providing constructive feedback on their performance. Served as an instructor for industry training sessions for audit staff. Continuously trained staff during the year on the audit plan, testing areas, the investment management industry, as well as technical guidance. Show less Enhanced financial statement analysis skills and industry knowledge by performing audits on mutual funds, unit investment trusts, private equity funds, hedge funds, other financial corporations and employee benefit plans. Managed multiple client relationships and service delivery, including project management, monitoring and reporting project status, ensuring quality of service, responding to client questions, and communicating findings and results to senior management. Managed… Show more Enhanced financial statement analysis skills and industry knowledge by performing audits on mutual funds, unit investment trusts, private equity funds, hedge funds, other financial corporations and employee benefit plans. Managed multiple client relationships and service delivery, including project management, monitoring and reporting project status, ensuring quality of service, responding to client questions, and communicating findings and results to senior management. Managed and executed all aspects of engagements, including planning, testing and reporting. Assisted in developing the audit plan that addresses identified risks related to account balances. Fund engagements managed varied from 4 to 44 funds being audited at one time Supervised engagement teams varying from 2 to 13 staff and seniors. Directed and reviewed the work of staff while providing constructive feedback on their performance. Served as an instructor for industry training sessions for audit staff. Continuously trained staff during the year on the audit plan, testing areas, the investment management industry, as well as technical guidance. Show less