Services
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
About me
As an Fund Administration Professional, I possess a wealth of experience in developing and maintaining robust internal controls, along with designing and implementing efficient quality control procedures. My expertise in investor tax accounting enables me to excel under pressure, even when working with tight deadlines. I am highly analytical and have a deep understanding of a range of fund valuation systems, including tax valuation systems, which allows me to deliver accurate and reliable financial reporting.
My skills extend accounting and include the ability to extract complex financial data from multiple reporting systems. I also possess the keen insight necessary to identify opportunities for operational improvements and suggest actionable changes to drive organizational success. Furthermore, my experience in generating audit and compliance reports on a monthly and quarterly basis has provided senior management with valuable insights to help inform their decision-making.
I am proud to hold a Lean Plus Six Sigma Certified Lead Analyst certification with over 6 years of experience, having completed the rigorous certification courses from Harvard Business School. My training in these areas enables me to bring a structured and analytical approach to all aspects of my work in the finance industry. I have a strong sense of ownership and responsibility, which drives me to deliver high-quality work and continuously seek opportunities for improvement.
Overall, my extensive knowledge in fund administration, investor tax accounting, Lean Plus Six Sigma methodologies, and strong sense of ownership make me a valuable asset in today's finance industry.