JoAnne Halligan
South Pasadena,CA
Summary
Strategic and results-driven finance leader with 20+ years of experience in public accounting and real estate fund management. Proven expertise in leading high-performing teams, managing complex financial operations, and driving process improvement initiatives across global platforms. Recognized for a forward-thinking mindset, strong organizational abilities, and the ability to manage multiple stakeholders while delivering mission-critical finance and accounting projects. Consistent track record of career progression, driven by high performance and recognition for delivering high-impact results.
Overview
21
21
years of professional experience
Work History
Managing Director, Real Estate Fund Accounting
Oaktree Capital Management
Los Angeles
10.2022 - Current
- Lead finance, accounting, operations, and treasury functions for $16B Real Estate investment platform spanning 20+ closed-end funds, SMAs, and evergreen vehicles
- Oversee fund accounting, capital activity, investor reporting, financial statements, cash management, audits, and regulatory compliance
- Manage global team of 16 in Los Angeles and 20+ offshore consultants across India; mentor talent and align performance with firm objectives
- Build strong cross-functional relationships with Portfolio Management, Legal, Investor Relations, Tax, and service providers to ensure seamless execution
- Maintain internal controls and regulatory compliance; support internal audits and firmwide reviews
- Drive process improvements across finance and operations to enhance accuracy, scalability, and efficiency
- Revamped expense reporting process in collaboration with cross-functional teams, increasing transparency into fund-level costs and improving investment decision-making
- Launched dedicated data solutions team to partner with IT; reduced manual workloads, saving 900+ hours in LA and 3,700+ hours offshore over two years
Senior Vice President, Open-end Fund Accounting
Oaktree Capital Management
Los Angeles
04.2014 - 09.2022
- Promoted through three levels, reflecting leadership, initiative, and organizational impact
- Scaled U.S. Senior Loan fund platform from $3B to $6B AUM; expanded from 6 to 16 vehicles including CLOs and SMAs
- Recruited and developed high-performing team, expanding from 5 to 8 members and adding VP-level direct report to enable strategic delegation and support continued platform growth
- Built finance and operational infrastructure for Structured Credit strategy; created workflows, controls, and scalable team training
- Assumed leadership of the High Yield Bonds accounting team, overseeing $15B AUM across 60+ SMAs; restructured operations to improve efficiency and clarity
- Strengthened internal controls and data validation processes, improving accuracy and compliance
- Designed custom tools to automate manual tasks, reducing risk and increasing team capacity
- Centralized SMA data processes, improving visibility and strategic insights for leadership
- Partnered with internal teams and administrators to resolve reconciliation issues; established KPIs and accountability across global ops
- Streamlined Employee Funds workflows; coordinated with Legal and Corporate Accounting for onboarding, participation tracking, and reporting
- Designed and implemented operational and accounting infrastructure for restructured Long Term Incentive program; supported vesting, income distributions, hedging, and multi-currency investments
Senior Manager, Audit
KPMG LLP
Los Angeles and San Diego
08.2004 - 03.2014
- Promoted to Senior Manager; led audit engagements for investment managers, private equity funds, and BDCs
- Directed audit teams and engagements, ensuring compliance with GAAP, SEC, and PCAOB standards
- Served as lead client contact, managing relationships with C-level executives and overseeing multi-year engagements
- Planned and executed audits, evaluated controls, and identified process improvements
- Mentored junior staff and managers; known for team development and coaching
- Contributed to firm initiatives including technical training, recruiting, and DEI programs
Education
Bachelor of Science - Business Economics, With An Emphasis in Accounting
University of California, Santa Barbara
Santa Barbara, CASkills
- Private equity and real estate structures
- Fund accounting and reporting
- Treasury and liquidity management
- Global team oversight
- Strategic project leadership
- Operational improvement
- Risk management and controls
- Stakeholder communication
- Regulatory compliance
- Certified public accountant (CPA)
Timeline
Managing Director, Real Estate Fund Accounting
Oaktree Capital Management
10.2022 - Current
Senior Vice President, Open-end Fund Accounting
Oaktree Capital Management
04.2014 - 09.2022
Senior Manager, Audit
KPMG LLP
08.2004 - 03.2014
Bachelor of Science - Business Economics, With An Emphasis in Accounting
University of California, Santa Barbara
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