Derek Thieme
Controller, Treasurer at Eagle Asset Management- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified Public Accountant
State of FloridaOct, 2012- Nov, 2024
Experience
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Eagle Asset Management
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United States
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Investment Management
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1 - 100 Employee
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Controller, Treasurer
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Aug 2012 - Present
Manage a team of 4 (1 Financial Reporting Supervisor, 2 Sr. Accountants, and 1 Staff Accountant). Prepare and present financial reports and analysis for Eagle Board meetings. Prepare annual budgets and year-end financial review for company with $170m in annual revenues. Led integration and consolidation of two acquired asset management firms in last four years. Responsible for calculation and analysis of compensation for sales and portfolio management personnel. Responsible for all other… Show more Manage a team of 4 (1 Financial Reporting Supervisor, 2 Sr. Accountants, and 1 Staff Accountant). Prepare and present financial reports and analysis for Eagle Board meetings. Prepare annual budgets and year-end financial review for company with $170m in annual revenues. Led integration and consolidation of two acquired asset management firms in last four years. Responsible for calculation and analysis of compensation for sales and portfolio management personnel. Responsible for all other accounting functions within Eagle (Accounts Payable, Accounts Receivable, Cash Management, etc.).
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Accounting Manager
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Feb 2004 - Aug 2012
Responsible for preparing P&L reports for CEO and other senior management while explaining variances from budget and prior year. Prepared annual budgets consisting of detailed revenue and expense forecasts by product. Created various cost & profit analysis for CEO detailing performance by product and department.
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Raymond James
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United States
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Financial Services
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700 & Above Employee
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Manager of Financial Reporting
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Aug 2012 - Present
Responsible for financial reporting of Asset Management Segment ($350m+ in annual revenues) within Raymond James Financial. My team provides financial reporting services to three business units within Raymond James (Eagle Asset Management, Asset Management Services, and Raymond James Trust). Prepare Management Discussion and Analysis for Asset Management Segment to be included in company’s 10K/10Q. Manage the monthly close process for the segment. Manage relationships with, and assist… Show more Responsible for financial reporting of Asset Management Segment ($350m+ in annual revenues) within Raymond James Financial. My team provides financial reporting services to three business units within Raymond James (Eagle Asset Management, Asset Management Services, and Raymond James Trust). Prepare Management Discussion and Analysis for Asset Management Segment to be included in company’s 10K/10Q. Manage the monthly close process for the segment. Manage relationships with, and assist, internal/external auditors and regulators in the review of quarterly and annual financial information. Show less Responsible for financial reporting of Asset Management Segment ($350m+ in annual revenues) within Raymond James Financial. My team provides financial reporting services to three business units within Raymond James (Eagle Asset Management, Asset Management Services, and Raymond James Trust). Prepare Management Discussion and Analysis for Asset Management Segment to be included in company’s 10K/10Q. Manage the monthly close process for the segment. Manage relationships with, and assist… Show more Responsible for financial reporting of Asset Management Segment ($350m+ in annual revenues) within Raymond James Financial. My team provides financial reporting services to three business units within Raymond James (Eagle Asset Management, Asset Management Services, and Raymond James Trust). Prepare Management Discussion and Analysis for Asset Management Segment to be included in company’s 10K/10Q. Manage the monthly close process for the segment. Manage relationships with, and assist, internal/external auditors and regulators in the review of quarterly and annual financial information. Show less
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PwC
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Professional Services
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700 & Above Employee
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Senior Associate
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2003 - 2004
Assisted on financial statement audit engagements for IDEX Funds and Gerdau Ameristeel Assisted on financial statement audit engagements for IDEX Funds and Gerdau Ameristeel
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Ivy Investments
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United States
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Financial Services
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1 - 100 Employee
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Accounting Manager
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2000 - 2003
Managed mutual fund accounting department consisting of 6 associates. Assisted in preparation of annual and semi-annual reports for 10 mutual funds while working closely with PwC on the subsequent audit of those funds. Reported to Senior Management, Fund Trustees and Audit Committee any significant accounting issues related to the Ivy Funds. Managed mutual fund accounting department consisting of 6 associates. Assisted in preparation of annual and semi-annual reports for 10 mutual funds while working closely with PwC on the subsequent audit of those funds. Reported to Senior Management, Fund Trustees and Audit Committee any significant accounting issues related to the Ivy Funds.
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Accounting Supervisor
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1994 - 2000
Supervised a team of 6-8 accountants. Reviewed accounting transactions of the mutual funds while ensuring the timely and accurate calculation of the Net Asset Value each business day. Responsible for analyzing and projecting expenses for 40+ mutual funds. Supervised a team of 6-8 accountants. Reviewed accounting transactions of the mutual funds while ensuring the timely and accurate calculation of the Net Asset Value each business day. Responsible for analyzing and projecting expenses for 40+ mutual funds.
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Education
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1998 - 1999
University of Miami - School of Business
Master of Business Administration, International Finance -
1989 - 1994
University of Wisconsin-Eau Claire
Bachelor of Business Administration, Accounting & Finance
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