A.L.D. (Manassas Park, VA)
Manager and director-level accounting professional with 20+ years of experience leading teams through transformations that result in improved controls and more efficient systems and processes. Expertise in accounts payable (A/P) and disbursements, with a knack for “clean up" work and reducing backlogs.
Led two separate A/P teams out of a t [...]
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- Manager and director-level accounting professional with 20+ years of experience leading teams through transformations that result in improved controls and more efficient systems and processes. Expertise in accounts payable (A/P) and disbursements, with a knack for “clean up” work and reducing backlogs.
- Led two separate A/P teams out of a tremendous backlog of invoices and restored each department’s reputation and trust.
- As Director of Disbursements at her current university employer, evaluated the resource needs of the department and successfully reduced a 5K+ invoice backlog to less than 200 in 6 weeks, while processing in a timely manner newly received invoices.
- Successfully transitioned an on-site A/P team of 30+ employees to working fully remotely as a result of the COVID-19 pandemic.
- Researched, reviewed, tested, and implemented various accounting software packages for use in several AP departments at mid-sized companies.
- Proficient in MS Office Suite, UPExchange Unclaimed Property Software, Tax Forms Helpers Plus 1099 Software, Salesforce, PaymentWorks Supplier Enablement Software, Coupa Procure to Pay System, and various accounting software (JD Edward, PeopleSoft, Yardi, Quickbooks, Great Plains, Deltek Costpoint 7, etc.).
- 45 Hours Fast Track Bookkeeping and Accounting Certification; A Regulatory Update on Unclaimed Property Compliance Certification, Lorman Education Services; and IRS Form 1099 From the Inside Out: Reporting Updates Certification, Lorman Education Services.
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G.M. (South Weymouth, MA)
Financial services professional with 25+ years of experience building long-term relationships with sophisticated investors
Skilled in both Asset Serving and Asset Management with in-depth knowledge of financial services, drives credibility with institutional clients
As a Client Manager, currently responsible for 10 clients with over $80 B [...]
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- Financial services professional with 25+ years of experience building long-term relationships with sophisticated investors
- Skilled in both Asset Serving and Asset Management with in-depth knowledge of financial services, drives credibility with institutional clients
- As a Client Manager, currently responsible for 10 clients with over $80 Billion in assets under administration (AUM), representing over $18 Million in revenue for one of the industry’s largest providers
- Early career at State Street in client services supporting over 25 external investment managers, with over $15 Billion AUM in support of 2 of the industry’s largest Public Pension Plans and 2 of the company’s largest clients
- MBA from Babson College; BA in Economics from Tufts University
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