Cerity Partners

Core Responsibilities: Revenue Operations & Reporting, Director of Billing & Collections/Receivables, Compensation Analyst, Asset Under Management Reporting, Business Intelligence 
Other Areas of Focus: FP&A, Revenue Forecasting & Analysis, Budget Prep, Advisor Onboarding
Actively involved in: M&A integrations, Portfolio Accounting platform conversions, Project Management, RFPs, Audits

Directly support Executive Management

Principal - Director of Billing, Financial Operations

Primary Focus on managing Portfolio Accounting system, including but not limited to Investment Operations and Performance Reporting, Billing, Advisor Onboarding, Alternative Investment reporting, System Conversions and ad-hoc business reporting. Provided support to Compliance office (KYC, Investment Compliance reporting, ADV reporting)

Investment Associate / Operations Gernalist

Lenox Wealth Advisors

Operations Associate

FTI Consulting Strategic Communications

Junior Consultant

Registered Investment Advisor (RIA) Business Operations Specialist with experience supporting Finance, Operations, Compliance and Business Management functions, as well supporting M&A activity and business transformation.

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