Position	Asset Management Executive, CFO/COO/Controller
Location Confidential	No
Location	Northeast USA
Willing to Relocate	Yes
Industry	Financial-Insurance
Function	FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$250,000 to $500,000
Resume Summary
Held executive level positions including COO, CFO and Controller. Managed a staff of 40 investment professionals responsible for trading, investment operations, accounting & reporting, and cash management. A CPA with Big 4 experience.
Resume Body      ASSET MANAGEMENT EXECUTIVE, CFO/COO/CONTROLLER
A Senior Financial Executive and problem solver with a track record of delivering strong results. Recognize opportunities and develop pragmatic means for turning them into profits. Held a number of senior executive positions at an asset management company and managed a wide range of functions including investment management, operations, accounting and reporting, cash management, compliance, and risk management Led a $100+ billion global security lending and repo trading operation that I established from the ground up - generated $400 million in fees Provided a tax effective means for liquidating a multi-billion dollar municipal bond portfolio Oversaw the operations area that was responsible for transaction processing, trade entry and settlement, data integrity, and investment reporting - on a statutory, GAAP, and tax basis Responsible for handling all Human Resource matters including performance evaluations, merit increases, and bonus award allocations Worked closely with IT managers to coordinate hardware & software upgrades, system development, and general maintenance Oversaw cash management unit that monitored daily cash flows, determined cash requirements, projected liquidity positions, and invested short term funds Determined what investments and investment strategies were permitted under the insurance regulations and investment guidelines Managed accounting staff responsible for accounts payable, accounts receivable, monthly G/L closings, and financial reporting Approved the annual expense budget and monitored expenses and expense variances Reviewed the annual financial statements prepared by my staff, and met with internal and external auditors to facilitate their fieldwork Responsible for COO, CFO and Controllers functions Managed a staff of 40 investment professionals Established an “Aaa” rated, NAIC approved short term bond fund Initiated security lending from Reg 114 trust accounts - the first NY insurer permitted to do so Instituted “FIN 41” master netting transactions allowing borrowers to pledge a wider range of collateral Supervised the production of the audited US GAAP financial statements and the Federal, State and Local tax returns Responsible for investment projections, investment performance calculations, and expense budgeting and control Prepared consolidated tax return which saved or defer millions of dollars in income tax payments Big 4 audit experience Master of Science, Accounting Bachelor of Science, Economics Certified Public Accountant, NYS
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