HELEN KAMINSKY
Groveland,FL
Summary
Financial Operations professional with 28+ years of experience leading and supporting complex accounting, treasury, cash management, tax operations, and investment-related financial processes across financial services, family office, public accounting, and private investment environments. Recognized for accuracy, operational discipline, and strong financial controls supporting high-volume, multi-entity financial operations.
Overview
1
1
Certification
29
29
years of professional experience
Work History
BOOKKEEPING ADMINISTRATIVE SPECIALIST
1800Accountant
01.2025 - Current
- Financial operations support within a high-volume accounting and tax environment.
- Support full-cycle bookkeeping, including GL maintenance, reconciliations, and journal entries
- Execute tax operations support, including e-filing, extensions, and Lacerte workflow processing
- Resolve tax diagnostics and filing rejections to ensure accurate submission
- Manage workflow steps, including return creation, posting, and tracking
- Support month-end accounting processes through data validation and issue resolution
FINANCE MANAGER
Apercern Partners LLC
01.2023 - 01.2024
- Financial operations oversight across accounting, cash management, and reporting functions.
- Managed accounting operations, reconciliations, and financial reporting across multiple entities
- Coordinated banking activity and payment workflows, ensuring accuracy and timeliness
- Supported journal entries for cash activity, transfers, and accruals
- Improved reconciliation workflows and implemented operational process enhancements
SENIOR ACCOUNTANT – FAMILY OFFICE / TAX OPERATIONS
Demetree Global LLC
01.2020 - 01.2023
- Managed financial operations across multiple entities (~$850M AUM)
- Supported cash management and liquidity tracking across accounts
- Performed reconciliations and financial reporting support
- Coordinated with banking partners and investment advisors
PORTFOLIO ACCOUNTANT
CV Advisors LLC
01.2017 - 01.2020
- Supported settlement operations, including wires, ACH, and cash movements
- Reconciled investment portfolios and validated financial data accuracy
- Monitored daily cash positions for trading and distribution activity
- Supported month-end reporting cycles
SENIOR ANALYST | PORTFOLIO ANALYST | ASSISTANT VICE PRESIDENT
GFG Capital | BNY Mellon | Brown Brothers Harriman
01.1997 - 01.2017
- Supported institutional investment operations and portfolio accounting functions
- Managed settlement processing and cash movement workflows
- Performed complex reconciliations and operational validation
- Improved reporting processes and operational efficiency
- Trained and supported staff on reconciliation and financial operations procedures
Education
Bachelor of Science - Accounting
Brooklyn College
Brooklyn, NYSkills
- Excel
- QuickBooks Online
- Advent APX
- JD Edwards
- Longview Trading System
- Treasury Platforms
- Financial Reporting Systems
Certification
- QuickBooks Online Certification (NACPB)
- Bookkeeping & Payroll Certification (NACPB)
- Florida Notary Public (Active)
CORE COMPETENCIES
- Financial Operations
- Accounting Operations
- Treasury Operations
- Cash Management
- Liquidity Management
- ACH & Wire Transfers
- Settlement Operations
- Financial Reporting
- Reconciliations
- Month-End Close Support
- Journal Entries
- Internal Controls
- Investment Operations Support
- Tax Operations Support
- Process Improvement
- Workflow Optimization
- Microsoft Excel
KEY ACHIEVEMENTS
- 28+ years of experience across financial operations, accounting, treasury, and investment environments
- Extensive experience supporting multi-entity financial operations and institutional workflows
- Proven ability to improve reconciliation processes and operational efficiency
- Strong track record of accuracy, consistency, and financial control discipline
Timeline
BOOKKEEPING ADMINISTRATIVE SPECIALIST
1800Accountant
01.2025 - Current
FINANCE MANAGER
Apercern Partners LLC
01.2023 - 01.2024
SENIOR ACCOUNTANT – FAMILY OFFICE / TAX OPERATIONS
Demetree Global LLC
01.2020 - 01.2023
PORTFOLIO ACCOUNTANT
CV Advisors LLC
01.2017 - 01.2020
SENIOR ANALYST | PORTFOLIO ANALYST | ASSISTANT VICE PRESIDENT
GFG Capital | BNY Mellon | Brown Brothers Harriman
01.1997 - 01.2017
Bachelor of Science - Accounting
Brooklyn College