Consultant.
•Provide CFO B2B and accounting services for fund vehicles including BDCs, Private Equity, Joint Ventures, Separately Managed Accounts, Real Estate Funds, Partnerships

Expert in publicly traded BDCs, Private Debt and Private Equity vehicles with $6 billion AUM Co-Founder and CFO
•Manage all financial aspects of a $6 bil business for publicly traded BDCs, Partnerships, SMAs, and Joint Ventures including: SOX Internal Controls, Fund and investment valuations, financial statement preparation (GAAP and SEC reporting), cash management (including FX hedging) and Tax reporting
•Control all operational aspects of the business including: trade operations, compliance program implementation, band and financing relations, IT infrastructure
•Advise to and liaison with front-office portfolio managers, Marketing and IR teams to structure and launch new products and new funds
•Support Fund Raising efforts while growing the business from 1 to 12 investment vehicles
•Build proven efficiencies, cost reductions, first-in class systems, teams, and best practices through a collaborative leadership style management and business partnership
•Develop and enhance techno

Industry experience in a publicly traded international financial investment services company with $1 trillion under management. Director Finance & Administration/Operation.
•Manage tax planning, compliance, Sarbanes-Oxley Act of 2002 implementation, Board of Directors presentation, Regulatory reporting and Accounting Development monitoring
•Work with Retail platforms, Private Wealth individuals and Institutional investors
•Oversee the financial reporting and administrational/operational aspects for 3 Hedge Funds, 7 Fund of Funds and >20 '40 Act Mutual Funds 2
•Develop budget and profitability procedures
•Automate system controls and accounting processes related to management reporting, foreign currency translation and industry surveys
•Experienced in public debt issuance, initial Public offering of mutual funds, Hedge Fund Administration and rating agencies management
•Supervise fixed-income and high-yield security valuation and cash management including Bank Loans, Mortgages, N

Experience included largest teachers' retirement Pension Fund in the US, Insurance/Investment companies, Universities, and REITs. Senior Associate Investment Companies.
•Plan, perform, supervise and review audit engagements
•Evaluate accounting systems & controls, financial performance, 10K and 10Q SEC filings, budgets & forecasts

Reginal services company with over 250 employees. Controller.