KATHERINE WALSH
Winter Park
Summary
Dynamic financial professional with extensive experience in administration, project management, and change management. Proven track record of enhancing operational efficiency through strategic planning and team leadership, resulting in significant productivity gains. Key skills include effective communication and problem-solving, facilitating the seamless execution of business strategies and optimizing team performance. Career aspirations focus on driving organizational success through innovative management practices.
Overview
28
28
years of professional experience
Work History
Billing Operations Manager
Omicron Media
Winter Park
03.2022 - Current
- Direct strategic planning and implementation of payment processing projects.
- Coordinate, develop, and execute billing strategies with internal business partners.
- Develop and maintain partnerships with payment processors, banks, and vendors.
- Troubleshoot billing issues and resolve them with external partners.
- Analyze and identify trends to support the growth of the business.
Operations Leader - Accounting & Middle Office Services
Putnam Investments
Andover
04.2019 - 06.2021
- Oversight and monitoring of the Statement on Standards for Attestation Engagements (SSAE) annual audits for Fund Accounting, Custody, and Institutional Management.
- Responsible for quarterly and annual regulatory reporting of private funds and EU entities (Form PF, PQR, SFTR).
- Validation of service provider billing for Accounting and Middle Office services.
- Collaborated with product team to optimize pricing methodologies across diverse offerings.
- Collaboration with subject matter experts to update processes and procedures as part of business continuity planning.
- Work with key business partners and senior leadership on business initiatives, and track and implement project plans.
Operations Leader, VP - Control Services
Putnam Investments
Andover
12.2016 - 03.2019
- Develop and foster relationships with banks and vendors for timely resolution of issues.
- Oversight of banking, fund services, and treasury operations for The Transfer Agent.
- Successfully transformed operations and staff within the first 12 months through process improvement and change management, reducing staff by 35%.
- Lead a team of 15 associates who perform daily banking and mutual fund services, including money movements and reconciliation of 23 DDAs across multiple banks and applications.
- Managed day-to-day flows of retail mutual funds, including wire, check, and ACH transactions.
Accounting Operations Manager
Putnam Investments
Andover
06.2005 - 12.2016
- Collaborated with senior management and facilitated discussions surrounding new product launches within the retail and institutional space.
- Managed projects from start to finish, including the review of legal documentation, investment guidelines, investment policies, the design and development of operational procedures, and client support.
- Oversight and administration of two product lines (i.e. Separately Managed Accounts, Private Equity Funds.
- Day-to-day administration of the fund's DDAs, including expense management, cash movements (wire and ACH), reconciliation of debits and credits, tax reporting, and K-1 administration.
- Worked with the custodian to place and reconcile FX trades.
- Responsible for the quarterly financial statement and the annual audit process (TBs, unrealized g/l, Partner Capital Statements, etc.).
- Created fund budgets, managed cash balances, and invested in STIF vehicles as appropriate.
- Completed regulatory reporting on private funds: Form PF and PQR.
Client Support Manager
Putnam Investments
Andover
05.2001 - 06.2005
- Supported the development and implementation of new products within Alternative and International Investments, including legal documentation, policies, procedures, and client support.
- Oversight and operation of three product lines (i.e. Separately Managed Accounts, Private Equity Funds, Principal Protected Products.
- Supervised six associates and several vendors on day-to-day activities.
- Set up client accounts and rules for trade execution by the investment group.
- Day-to-day reconciliation of client accounts for trades and accruals.
Reporting and Budget Analyst
Putnam Investments
Andover
02.1997 - 05.2001
- Prepared the annual budget and performed associated reporting for the transfer agent site operation ($20M budget).
- Developed and completed monthly and quarterly reporting for the transfer agent operations.
- Worked with Human Resources on compensation and new hire onboarding.
Education
Bachelor or Arts - Psychology, Political Science
University of Rhode Island
Kingston, RI01.1996
Skills
- Series 99
- Microsoft Products
- CheckFree APL
- Hyperion Pillar
- PeopleSoft
- SAP
- Time management
- Adaptable and Quick Learner
- Cross-functional work
- Strong communication
- Strategic Thinking
- Relationship Building
References
Available upon request.
Timeline
Billing Operations Manager
Omicron Media
03.2022 - Current
Operations Leader - Accounting & Middle Office Services
Putnam Investments
04.2019 - 06.2021
Operations Leader, VP - Control Services
Putnam Investments
12.2016 - 03.2019
Accounting Operations Manager
Putnam Investments
06.2005 - 12.2016
Client Support Manager
Putnam Investments
05.2001 - 06.2005
Reporting and Budget Analyst
Putnam Investments
02.1997 - 05.2001
Bachelor or Arts - Psychology, Political Science
University of Rhode Island
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