Accomplished senior financial accountant specializing in hedge funds, funds of funds, and the financial services industry Visionary financial accountant driven to strengthen organizational performance through the development of innovative investment, policy, and structural solutions. Financial operations expert with diverse experience encompassing startups, joint ventures, and established corporations across a range of industries. Motivational leader with a talent for building high-performance teams as a hands-on trainer, mentor, and coach. Engaging advisor and articulate communicator adept at building rapport with clients, business partners, investors, and employees across all organizational levels.
Skills
Highlights of Expertise
Financial Strategy and Policy Development
Budgeting, Forecasting, and Reporting
Internal Audits and Accounting Controls
Due Diligence and Regulatory Compliance
Portfolio Accounting and NAV Calculations
Administrative and Operations Leadership
Infrastructure and Change Management
Staff Recruitment and Team Building
Client, Vendor, and Investor Relations
Performance Analysis and Improvement
Work History
01/2009 to
CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICERCook County Sheriff – Chicago, IL,
Fulfilled a multifaceted leadership role encompassing corporate accounting, human resources, and business planning within a startup organization specializing in multi-strategy alternative investments
Co-designed strategic hiring, onboarding, and training plans; established infrastructure to ensure the fulfillment of staffing needs
Forged solid relationships with external auditors, tax professionals, legal counsel, and prime brokers as a senior company representative
Built all processes, account protocols, and standard operating procedures from the ground up, including operational and financial due diligence procedures for the asset manager.
01/2012 to Current
CHIEF FINANCIAL OFFICERCr Architecture + Design – City, STATE,
Provide strategic direction to a privately held consulting firm providing individuals and corporations with comprehensive accounting and financial management solutions
Leverage expertise in hedge funds, funds of funds, and financial services to deliver tailored solutions to a diverse base of clientele
Oversee the financial operations of a food specialty manufacturing company; build foundational policies, processes, and controls to support sustainable success
Launched a new business line and deployed multi-platform marketing strategies while continuing to provide a diverse client portfolio with direct support.
01/2010 to 01/2012
CHIEF FINANCIAL OFFICERRICHCOURT USA, INC – City, STATE,
Governed the financial operations of an international fund of hedge funds with $1B of capital across various alternative investment managers and hedge fund managers
Orchestrated the financial operations of the holding company and four management companies, including cash management, forecasting, and monthly NAV calculations
Advised the executive team regarding best financial practices and served as a resource to all levels of personnel
Collaborated with internal and external teams to prepare 18 individual financial statements, consolidated reports, and other key financial documents
Maximized revenues by streamlining foreign operations; championed numerous improvement initiatives domestically, such as the complete overhaul of accounting systems
Spearheaded a plan for an internal management takeover; completed extensive analysis to develop an actionable buyout plan with clearly defined goals
Integrated the operations and accounting of the fund of hedge funds, management companies, and holding company into a consolidated Registered Investment Advisor
Ensured compliance with industry standards and regulations by creating new financial due diligence procedures and implementing monthly record reviews.
01/2004 to 01/2008
COO, CHIEF FINANCIAL OFFICER / VICE PRESIDENTQUADRANGLE GROUP LLC / HARPOON EQUITY MANAGEMENT LLC – City, State,
Served as the, and CFO of Harpoon Equity Management, and VP of Finance with Quadrangle Group, a firm with $6B of capital in private equity, hedge funds, and assets
Directed all core financial functions, from policy development and the establishment of internal controls to audits and tax returns
Collaborated with senior marketing leadership to prepare and deliver insightful due diligence presentations to potential investors
Supervised complex projects and programs, such as joint initiatives with general counsel and reporting for $200M in KEYSOP assets
Increased assets under management from $5M to $500M+ through the execution of innovative financial strategies and marketed the firm for eventual sale
Navigated the acquisition and integration of Harpoon Equity Management into Quadrangle Group
Launched asset management business and engineered all associated systems, such as accounting protocols, reporting processes, and general operational policies
Enhanced the accuracy and efficiency of administrative operations by designing new records management, fee calculation, due diligence, and capital account management tools.
Education
Expected in
Bachelor of Science: Accounting and Economics Rutgers College - New Brunswick, NJ GPA:
Expected in
Certified Public Accountant | New: Jersey Board of Accountancy - Newark, NJ GPA:
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