Overview
Work History
Education
Athletics
Timeline
Generic

Jacob C. Buonaiuto

East Northport,NY

Overview

7
7
years of professional experience

Work History

Finance Associate

SLR Capital Partners
New York, NY
06.2023 - Current
  • Provided oversight and management of external accounting agents and administrators.
  • Conducted analytical reviews of net investment income and capital gains to facilitate accurate shareholder distributions.
  • Prepared expense budgets for funds and calculated asset-based fees.
  • Coordinated borrowing and repayment notices for Fund lenders to ensure efficient liquidity management.
  • Delivered financial reporting deliverables ensuring alignment with lending agreements.
  • Confirm the accuracy of management fee calculations, and coordinate quarterly wire transfers for payment, adhering to fund timelines.
  • Managed diverse fund structures including Master/Feeder Funds, SMA, SPVs.

Senior Assurance Associate – Asset Management

BDO USA, LLP
Boston, USA
09.2021 - 06.2023
  • Oversaw all aspects of the project management lifecycle for various engagements – initial scope definition, project timeline estimation, budgeting, work plan design, tracking, and monitoring.
  • Scoped and solutioned assurance services to 10+ asset management entities, including private equity and investment banking firms, with cumulative investment holdings of over $1.3 billion.
  • Assessed the validity of various revenue streams for a major investment banking firm, with revenues of about $500M.
  • Directed, coached, and mentored global teams to drive high performance and timely execution of project deliverables.

Tax Intern

SHEEHAN & COMPANY, CPA, PC
Brightwaters, USA
05.2019 - 08.2020
  • Generated detailed tax filings for individuals and corporations.
  • Demonstrated efficiency by utilizing advanced tools like Autoflow, Access, and XCM for streamlined processes.
  • Daily tasks involve gathering and organizing client source documents, tax extensions, tax estimates, and assisting in the resolution of client notices.

Accounting Intern – Financial Services

NEW YORK COMMUNITY BANCORP, INC.
Westbury, USA
06.2018 - 08.2018
  • Collected and analyzed financial data; performed a variety of accounting and accounting related functions for Financial Services unit
  • Completed basic daily reconciliations and analyses of general ledger accounts
  • Developed proficient Microsoft skills (particularly Excel, Word & PowerPoint)

Education

MBA - Specialization in Global Finance

Bryant University
Smithfield, RI
08-2021

Bachelor of Science - Business Administration Dual Concentration in Accounting and Finance

Bryant University
Smithfield, RI
05-2020

Athletics

Division I, Lacrosse, 2015 - 2020, All-Rookie team as redshirt freshmen, Starting 48 out of 70 games for the Bulldogs, NEILA ALL-ACADEMIC Team in 2021

Timeline

Finance Associate

SLR Capital Partners
06.2023 - Current

Senior Assurance Associate – Asset Management

BDO USA, LLP
09.2021 - 06.2023

Tax Intern

SHEEHAN & COMPANY, CPA, PC
05.2019 - 08.2020

Accounting Intern – Financial Services

NEW YORK COMMUNITY BANCORP, INC.
06.2018 - 08.2018

MBA - Specialization in Global Finance

Bryant University

Bachelor of Science - Business Administration Dual Concentration in Accounting and Finance

Bryant University
Jacob C. Buonaiuto