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Highly analytical financial executive adept at problem solving, crisis resolution, and establishing trust-based relationships and rapport with clients, yielding long-term customer loyalty. 20+ years of expertise in field of accounting with proven track record of results, including reducing customer expenses by $100,000 per incident, managing expense payment process for a total of $80 billion in investment companies for such clients as HSBC Bank and JPMorgan Funds – producing $250 million in expense accruals, and building/directing teams of 15+ individuals generating 50,000 annual NAV calculations, including 2,000 income distributions and 2,200 annual yield computations. Lead team of 3 Financial Analysts and Accountants and oversee team of 5 external financial analysts with oversight of Financial Statement preparation, budgeting and fee payment process producing $250 million in expense accruals in 90 portfolios representing $80 billion in total assets; monitor and deliver financial reporting and expense management services to largest Citi clients encompassing mutual fund, common trust fund and registered hedge customers, with sole accountability for all Registered and Alternative Products (RAP) within Fund Administration Group
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