Neil E. Kotras, CFA, CPA

VP of Finance at U.S. Tire Manufacturers Association
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Contact Information
us****@****om
(386) 825-5501
Location
Washington DC-Baltimore Area

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Bio

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Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Jan, 2019
    - Nov, 2024
  • Certified Public Accountant (CPA)
    AICPA
    Jan, 1998
    - Nov, 2024

Experience

    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • VP of Finance
      • May 2022 - Present

      Responsible for oversight of the investment portfolio and 401(k) plan investments for a professional trade association. Also responsible for the financial management of the association including preparation and analysis of financial statements, management reports, cash flow projections, budgeting, audit and tax. Responsible for oversight of the investment portfolio and 401(k) plan investments for a professional trade association. Also responsible for the financial management of the association including preparation and analysis of financial statements, management reports, cash flow projections, budgeting, audit and tax.

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Chief Financial Officer / Chief Operating Officer
      • 2015 - 2022

      Senior finance executive with responsibility for all finance and operations functions of a $25 billion trust fund, which manages and invests assets funding the retirement of unionized labor in the railroad industry. Led a team of 5 staff members with oversight of accounting/audit, budgeting, investment operations, compliance, human resources, and information technology for the trust.

    • Senior Accounting Officer
      • 2006 - 2015

    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President, Investment Treasury
      • 2005 - 2006

      Responsible for accounting policy and financial reporting policy in accordance with GAAP, as well as Sarbanes-Oxley compliance, for all mutual fund products of a global asset manager.

    • Manager, Investment Treasury
      • 2004 - 2005

    • Professional Services
    • 700 & Above Employee
    • Manager, Assurance / Business Advisory Services
      • 2002 - 2004

      Led a team of resources in the planning and performance of financial statement audits for both public and not-for-profit financial services clients of a “Big 4” accounting firm. Clients included asset managers, private equity funds, investment companies, endowments, foundations, and associations. Designed audits and monitored engagement economics to achieve successful completion within budgeted time frames. Presented audit results to clients’ Boards of Directors/Trustees.

    • Senior Associate
      • 1999 - 2002

    • Associate
      • 1997 - 1999

Education

  • University of Maryland College Park
    Master of Business Administration (MBA), Finance
    2004 - 2007
  • Loyola University Maryland
    Bachelor of Business Administration (BBA), Summa Cum Laude, Accounting, Economics
    1993 - 1997

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