Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Casey Gray

Salt Lake City,UT

Summary

Result-driven professional experienced in private equity operations and financial statement reporting. Experience helping setup investment companies for future growth.

Overview

12
12
years of professional experience

Work History

Director of Financial Reporting

Bridge Investment Group
08.2016 - Current

Lean and mentor a team of fund accounting and operations professionals to ensure timely and accurate financial reporting for various investment strategies.


Member of the valuation committee for Bridge's Opportunity Zone and Single-Family Rental verticals. The committees are responsible for valuing over $5 billion of real estate assets.


Along with team members, successfully implemented processes and procedures that allowed Bridge Fund Services to be SOC 1 compliant.




Vice President - Fund Controller

Bridge Investment Group
08.2016 - Current

Helped launch Bridge Development Fund Manger, which now has over $4.1 billion in capital commitments and manages over $6.4 billion of real estate. My role was to coordinate with various groups, including capital markets and development teams, to coordinate the launch of the business.


Forecast fund cashflows and budgets for various fund's Investment Management Committees.



Senior Fund Accountant

Citco Fund Services
03.2015 - 08.2016

Prepare net asset value for multiple funds on a monthly basis within a short, uncompromising time period.


Interpret fund legal documents to ensure accuracy of hurdle and incentive fee calculations.

Fund Accountant

Wells Fargo Global Fund Services
08.2012 - 03.2015

Education

MBA - Business Administration

University of Utah
Salt Lake City, UT
05.2019

Master of Science - Accounting And Finance

University of Wisconsin - La Crosse
La Crosse, WI
05.2011

Skills

  • Cash Flow Management
  • Business Operations
  • Private Equity Operations

Timeline

Director of Financial Reporting

Bridge Investment Group
08.2016 - Current

Vice President - Fund Controller

Bridge Investment Group
08.2016 - Current

Senior Fund Accountant

Citco Fund Services
03.2015 - 08.2016

Fund Accountant

Wells Fargo Global Fund Services
08.2012 - 03.2015

MBA - Business Administration

University of Utah

Master of Science - Accounting And Finance

University of Wisconsin - La Crosse
Casey Gray