Credit Fund Manager

Credit Fund Manager – Global Private Equity Firm

06/2022 – Present

Quarterly/Annual Close: Led execution of business-as-usual (BAU) close cycles with precision, delivering timely and accurate financial reporting packages. Took ownership of fund performance reporting and explained financial outcomes to executive stakeholders.
Vendor Management: Standardized workflows and led successful vendor-related process improvements across fund operations.
Technical Analysis: Designed and implemented a forecasting model used by fund leadership to project key performance indicators and guide strategy.

Manager – Fund Administration Firm (Private Equity Focus)

04/2021 – 06/2022

Client Relationship Management: Managed day-to-day operations for a portfolio of 12–15 private equity fund clients. Ensured timely, high-quality delivery of reporting obligations.
Financial Reporting: Prepared and reviewed financial statements and investor packages in compliance with accounting standards.
Distributions & Waterfalls: Developed and reviewed detailed distribution and waterfall calculations.
Cross-Functional Leadership: Collaborated with Investor Services and Treasury to streamline quarterly processes and resolve ad hoc investor inquiries.
Onboarding & Training: Led onboarding for new clients and assisted with team recruitment and staff development.

Fund Controller – Fund Services Firm (Alternative Investments)

06/2019 – 04/2021

Oversaw quarterly and annual fund reporting, including journal entries, capital allocations, management fee and carry interest calculations.
Managed fund client teams to ensure timely and efficient delivery of client expectations.
Reviewed and analyzed data for capital calls, distributions, and investor allocations.
Recruited, mentored, and trained junior team members.

Senior Reporting Analyst – Investment Management Firm (Mutual Funds)

09/2017 – 06/2019

Managed audit processes for 170+ mutual funds.
Researched and applied US GAAP and SEC disclosure standards for financial statement filings.
Authored complex financial disclosures, including derivatives, MSFTA, and fair value measurements.
Indirectly supervised and trained a team of 7, including documentation and process transition support.

Officer, Assistant Director – Global Financial Services Firm

01/2008 – 09/2017

Deployed internationally to lead training for a new offshore team.
Coordinated and implemented regulatory (SEC) changes into internal reporting systems.
Managed client reporting relationships and deliverables.
Trained new hires and managed cross-functional meetings across domestic and international teams.

Master of Business Administration – Finance
Graduate Degree – Kansas City-based University

Bachelor of Science in Business Administration – Management
Undergraduate Degree – Major Public University in Missouri

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