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Chief Operating Officer (June 2015 - February 2018)

Spearheaded Executive Leadership Team with operational oversight of recruiting, technology, risk management, and marketing, reporting to the parent company CEO and responsible for strategic and operational oversight of the New York office. Member of the Company Board.

• Filled key roles in Sales and Technology departments with outstanding senior personnel
• Upgraded systems based on consensus across departments to boost document and automation efficiency.
• Coordinated closing of a company division and consolidated remaining operations into an affiliate.
• Explored options to strategically relocate the firm and reshape office space for increased employee satisfaction.
• Stand up an Operational Risk management framework

Chief Financial Officer (September 2014 - February 2018)

Oversaw accounting, planning and analysis, budgeting, forecasting, and audits. Compiled business updates and recommendations for Board of Managers, Audit Committee, and Compensation Committee. Coordinated staff to be more efficient by building timelines and procedures for finance functions. Pinpointed issues and constructed financial models for Senior Management.

• Joined Human Resources to review and rewrite compensation plans to meet current goals.
• Helped Executive Management resolve and ensure proper booking of certain technical accounting transactions: goodwill impairment, deferred compensation, purchase accounting, minority interest.
• Developed periodic management analytics and financial business insight to CEO, board, and broader NYL Corporate organization.  
  

• Drastically diminished time lag in the receipt and payment of invoices.

• Enhanced functions (e.g., General Leger, process, procedures etc.) for start-up company not yet optimally organized.
  

Enabled staff involved in General and Cost Accounting, Treasury, Sales Commission, AP, Billing, Assets under Management reporting & analytics.

• General & Cost Accounting: Monthly closing of all (9) subsidiaries; activities include but not limited to expense and revenue accruals, stock equity (current and deferred) compensation computation, Cash receipts booking/reconciliations, fixed assets, sub-ledger and balance sheet accounts reconciliations, and consolidations.
• Worked closely with Tax department to record deferred and current tax accruals. Provided schedules and data required to assist with all tax filings and tax audits.
• Prepare schedules and provide data used in preparation of 10Q and 10K reports.
• Worked with SOX Leader to design, document and implement SOX 404 internal controls for Finance.
• Key player in implementation of general ledger, chart of accounts design and creation of standardized system reports.
• Developed cost allocation methodology used in the determination of profit center profitability & customer profitability also utilized in the annual 15C Fund profitability report and other data required by the Mutual Fund board.
• Treasury: Prepared monthly cash flow and requirement analysis and made risk-based investment decision for effective use of company's excess cash.
• Sales Commission: Automated sales commission computation process. Oversee and perform extensive review on computation of sales commission payments for up to 10 Sales Professional.
• Accounts Payable: Reviewing, approving of vendor & T&E spend. Implemented Concur system.
• Billing: Designed and implemented in-house billing module. Review invoices issued by reviewing client contracts, designing performance fee computation templates, and reviewing computations.
• AUM: Designed and implemented in-house developed AUM tracking program to improve reporting and leveraged for billing and accrual processing. Responsible for reconciling, analyzing and producing monthly data used for public AUM release, quarterly forecasts and Senior Management reports.
• FP&A, Budget and Forecast :
  Designed and implemented budget system (FRX-Active Planner), establish budget process and generate monthly, management financial reports detailing actual to budget analysis, product profitability and other financial measures.