Associate Director resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Dedicated leader and Accounting Professional with 30+ years of experience in Private Equity Accounting/System Implementations and Quantitative Portfolio Strategies. Focused Program Manager with demonstrated talent in organizing projects, establishing priorities and delegation of work streams to meet established goals. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in vetting, building and the implementation of Private Equity Accounting Systems including, but not limited to Investran.

  • Critical Thinking and Analysis
  • Employee Coaching and Motivation
  • Team Leadership
  • Staff Recruitment and Hiring
  • Verbal and Written Communication
  • Program/Project Management
  • Process Improvement
  • Corrective Actions
  • Negotiation and Conflict Resolution
  • Accounting Systems and Software
Work History
Associate Director, 03/2008 - Current
Northwest Hospital Northgate, WA,
  • Successful design, planning and execution of large scale transition from proprietary private equity system to Investran. Directed teams up to 30 , including FTE, Consultants and Offshore Resources. Leading multiple teams that platformed over 600+ Legal Entities.
  • Maintained SOC 1 compliance by improving and aligning internal controls over financial reporting processes.
  • Develop onboarding estimates for potential new clients.
  • Analyze client data to determine proper entity structures in Investran to support and enhance client deliverables.
  • Possess in depth understanding regarding capabilities of system including CRM, Accounting, Allocation Rules, Vehicles, BE' and AT's and Reporting
  • Engaged analytical subject matter experts outside project teams to drive troubleshooting of critical process-related deviations and enhance process improvements.
  • Coordinate and participate in stakeholder meetings between senior leadership and third-party stakeholders to conduct joint operations and cement partnerships.
  • Drive projects by developing plan, document request lists, running kickoffs, project status, stakeholder meetings and end projects meetings. Offer best practice recommendations to client.
  • Oversaw business calendar of events and scheduled key initiatives.
  • Review existing clients to determine tactical fixes
  • Lead development of in house training program for Itran CRM, Accounting and Report Wizard. Managed team that delivered training program.
  • Manage end user support team which covered 2,000+ tickets per year.
  • Participated in Buy or Build decision by performing gap analysis to verify continuity and incorporate findings into final weighting for decision-making processes.
  • Participated in RFI process leading the team that verified the functionality presented by each of 3 Private Equity accounting vendors during proof of concept phase and summarizing the results to be used in decision making process.
Consultant, 01/2003 - 01/2005
Infosys Ltd Tampa, FL,
  • Delivered outstanding service to client to maintain and extend relationship for future business opportunities.
  • Supported client with business analysis, documentation and data modeling.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Authored detailed work plans to meet business priorities and deadlines.
  • Strengthened Performance Reporting on over 1000 managed accounts by reviewing process data, developing solutions and monitoring implementation.
Vice President of Product Development, 07/1998 - 07/2001
Greenwood Bank Atlanta, GA,
  • Developed and presented proposals for new investment strategies
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Collected, organized and modeled data using Compustat and Factset
  • Calculate Performance on over 30 strategies and compare to appropriate indices
Vice President - Controller Unit Investment Trust, 05/1988 - 11/1998
Merrill Lynch City, STATE,
  • Gathered financial information, prepared documents, and closed books.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile general ledger.
  • Uncovered errors resulting in collection of receivables of over 3 million
  • Uncovered errors over XXXk in calculating weighted average sales price
  • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
  • Set up and improved accounting systems and processes to meet business needs and maximize operational success.
  • Partnered with auditors on annual audits.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates.
  • Directed onboarding and training for employees each year, keeping company operations smooth and production efficient with skilled candidates.
  • Partnered with HR to define position requirements in accordance with company needs.
  • Continually worked on Diversity and Talent Retention
BBA: Accounting, Expected in
University of Miami, Coral Gables - Florida,
  • CFA - Chartered Financial Analyst

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Resume Overview

School Attended

  • University of Miami, Coral Gables

Job Titles Held:

  • Associate Director
  • Consultant
  • Vice President of Product Development
  • Vice President - Controller Unit Investment Trust


  • BBA

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