endowment accounting/operations expert || accurate & timely investment reporting and analysis || liquidity management and treasury operations
Financial operations professional with 25+ years of experience spanning treasury, endowment accounting, and investment operations across $500M–$1B+ portfolios. Expertise in cash positioning, bank administration, reconciliations, and GAAP reporting supporting investment and finance functions. Implemented Workday investment accounting workflows that strengthened controls and improved reporting transparency. Trusted partner to Investment, Budget, and Audit teams, delivering board-level analyses and audit documentation with precision. Known for disciplined processes, rapid system adoption, and reliable execution in complex, high-control environments.
Member Since
February 4, 2026
Last Active
7 months ago
