Ian Soderstrom
Honey Brook,PA
Summary
Accomplished finance professional with a robust background in military and corporate sectors, distinguished by leadership roles and extensive expertise in quantitative and statistical analysis, budgeting, accounting, and forecasting. Proven ability to leverage team-oriented strategies to enhance organizational performance and achieve significant cost savings.
Overview
15
15
years of professional experience
Work History
Manager, Alternative Investment Funds
SEI Investments
12.2022 - Current
- Spearhead the management of offshore and domestic fund accounting and administration for private equity and hedge funds.
- Manage client communications for transaction queries, administrative services, and financial reporting, while facilitating new fund setups and acting as the primary liaison between clients and internal teams to ensure precise accounting packages and enhanced client satisfaction.
- Coordinate year-end audits in compliance with GAAP standards, ensuring adherence to legal and regulatory frameworks.
- Oversee complex calculations related to waterfalls, pricing, and fees, maintaining rigorous accuracy standards.
- Lead performance evaluations and developmental training for team members, contributing to career advancement and organizational growth.
- Work with developers to streamline fee calculations by automating manual processes, integrating import templates to reduce errors, and introducing Python and Alteryx for advanced automation, significantly lowering labor hours and risks.
Senior Financial Analyst
Constellation Energy Corporation
02.2022 - 12.2022
- Managed a $250 million budget across 30 departments, enhancing financial processes and cost efficiencies.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
- Conducted and presented a quarterly audit, identifying and saving $9 million in corporate expenditures.
- Leveraged savings to fund revenue-generating projects.
- Led energy market analysis with regional sales managers, achieving $4 million in savings.
Investment Operations Supervisor - Corporate Actions
Vanguard
07.2021 - 02.2022
- Led a team responsible for the accurate management of fund accounting and net asset value calculations daily.
- Developed and maintained standard operating procedures across global corporate actions teams, enhancing operational controls and efficiency.
- Formulated and executed strategic goals, presenting outcomes to senior management.
- Acted as the first point of escalation for data issues raised by the team. Completed impact analysis for various issues and provided solutions.
- Worked with internal IT partners to move manual processes into cloud-based solutions and tools.
Senior Investment Operations Analyst - Corporate Actions
Vanguard
05.2021 - 07.2021
- Managed comprehensive corporate action confirmations, reporting, and analysis, collaborating closely with
portfolio managers to provide insights. - Ensured accurate and timely processing and reconciliation of all voluntary elections and mandatory actions.
- Resolved 100% of all reconciliation cases directly relating to corporate actions that were greater than 10 days old.
- Improved team efficiency by reducing errors by 20% through enhanced training schedules and team optimization.
Investment Operations Analyst - Corporate Actions
Vanguard
05.2020 - 05.2021
- Monitored and approved corporate action events, providing critical guidance to tax operations and portfolio managers.
- Built productive relationships and facilitated training and career development for new team members.
- Completed ad hoc requests, analysis, and research for Senior Leaders.
- Led global investment operation projects and process improvements.
Fund Financial Associate - Reconciliations
Vanguard
02.2019 - 05.2020
- Conducted daily reconciliations for 20 investment funds, significantly reducing aged reconciliation cases by 80%.
- Partnered with multiple business entities and bank custodians to streamline the resolution of open claims, achieving a reduction in resolution time to less than 30 days and diminishing open claims by 50%.
Financial Analyst
Cyrten Inc.
05.2017 - 02.2019
- Drove a 40% increase in profits by conducting market analyses and developing a government bidding strategy.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Sergeant/Team Leader
U.S. Army
10.2009 - 03.2014
- Commanded and supervised a long-range reconnaissance team of 10 soldiers in high-stakes reconnaissance and security operations in various global locations.
- Managed and accounted for multi-million-dollar equipment inventories during domestic and international assignments.
- Collaborated with fellow NCOs to develop innovative tactics and strategies, resulting in improved mission outcomes.
Education
Bachelor of Science - Finance
West Chester University of Pennsylvania
West Chester, PA05.2019
Associate of Science - Business Administration
Montgomery County Community College
Blue Bell, PA12.2017
Skills
- Decision Making
- Data Analysis
- Fast Learner
- Teamwork
- Adaptability
- Time Management
- Process Improvements
- Team Leadership
- Communication
- Complex Problem-Solving
Volunteer Experience
Board President
Chestnut Ridge Homeowners Association - Honey Brook, PA
12/01/2022 to Present
- Oversee the fiscal strategy and compliance for the association, managing budgets, bylaws, and community engagement effectively.
Software
- Anaplan
- Hyperion Planning and Reporting
- Oracle Smart View
- Oracle Interactive Reporting
- Geneva
- Power BI
- Microsoft Excel
- Opturo
- Bloomberg
- Python
- SQL
- Alteryx
- Investran
- Investor
- Hedge Portal
Timeline
Manager, Alternative Investment Funds
SEI Investments
12.2022 - Current
Senior Financial Analyst
Constellation Energy Corporation
02.2022 - 12.2022
Investment Operations Supervisor - Corporate Actions
Vanguard
07.2021 - 02.2022
Senior Investment Operations Analyst - Corporate Actions
Vanguard
05.2021 - 07.2021
Investment Operations Analyst - Corporate Actions
Vanguard
05.2020 - 05.2021
Fund Financial Associate - Reconciliations
Vanguard
02.2019 - 05.2020
Financial Analyst
Cyrten Inc.
05.2017 - 02.2019
Sergeant/Team Leader
U.S. Army
10.2009 - 03.2014
Bachelor of Science - Finance
West Chester University of Pennsylvania
Associate of Science - Business Administration
Montgomery County Community College
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