MICHELLE WILLIAMS
Tinley Park,USA
Summary
Dynamic Chief Operating Officer with extensive experience driving financial and operational success in fast-paced environments. Expertise in streamlining accounting operations, financial reporting, and ensuring regulatory compliance. Proven ability in reconciliations and analytical tasks, demonstrating strong attention to detail. Results-oriented professional committed to organizational growth and effective strategic planning.
Work History
Chief Operating Officer
Price Asset Management LLC
09.2022 - Current
- Achieved operational excellence as Chief Operating Officer by surpassing performance goals.
- Oversaw VP and Chief Accounting Officer responsibilities, ensuring seamless operations.
- Streamlined enterprise accounting tasks, including NFA reporting, tax compliance, and operations.
- Executed daily operations and monthly close processes with precision and timeliness.
- Directed finance, compliance, legal, and HR functions for sustainable growth.
- Established compliance framework for 100% adherence to NFA regulations and SEC filings.
Vice President, CAO, Fund Accounting Manager
Price Asset Management LLC
04.2007 - 08.2022
- Ensured accurate daily net asset values through meticulous ledger documentation.
- Streamlined month-end closing processes, enhancing financial reporting and reconciliations.
- Facilitated annual audits and compliance reporting for various fund regulations.
- Improved payroll accuracy and timeliness by preparing bi-weekly payroll through CBIZ.
- Supported employee relations and managed benefits administration effectively.
- Prepared and updated legal documents, ensuring full regulatory compliance for funds.
Junior Marketer, Exchange Trader Derivatives
UBS Investment Bank
10.2006 - 03.2007
- Enhanced client engagement through effective presentations and marketing materials preparation.
- Increased client awareness by organizing events and facilitating informative webcasts.
- Streamlined client onboarding by assisting with new trading account openings.
- Aligned marketing strategies with business objectives through cross-functional team collaboration.
Junior Marketer, Futures Department
ABN AMRO Bank
07.2004 - 09.2006
- Enhanced client engagement by preparing impactful presentations and marketing materials.
- Facilitated transition to UBS Investment Bank, ensuring seamless integration of operations.
- Delivered insights for strategic decisions by researching company data and analyses.
- Executed marketing strategies that boosted brand visibility and improved customer engagement.
- Coordinated trade shows that showcased products and created networking opportunities.
Administrative Office Coordinator
ABN AMRO Bank
03.1998 - 06.2004
- Enhanced client engagement through impactful presentations and marketing materials.
- Coordinated weekly management meetings and travel arrangements for senior executives.
- Boosted online presence by developing a personal website for senior executive.
- Provided strategic insights through in-depth research using Bloomberg and public documents.
- Streamlined office operations by managing supplies, attendance, and assistant training.
- Maintained database accuracy, monitoring client relationships and profitability effectively.
Education
MBA - Management
05.2003
BBA - Computer Information Systems
05.1997
Skills
- Experienced with Microsoft Office 365 applications
- Financial analysis and reporting
- Effective time management skills
- Proficient in managing multiple tasks
- Cross-functional teamwork
- Strong attention to detail
- Ability to work independently
- Operations administration and management
- Financial operations management
- Regulatory financial compliance and audits
- Policies and procedures
- Accounting Management
- Intuit quickbooks
- Profit and loss management
- Fund Accounting
- Cross-functional collaboration
Additional Qualifications
- Proficient computer skills: all Microsoft Office applications, QuickBooks and CBIZ payroll system
- Proficient program skills: Administrator for Firm's Microsoft Office 365 and Egnyte Programs
- Thorough understanding of accounting and financial systems, procedures and policies, GAAP, auditing, tax planning, latest accounting procedure, and financial reporting
- Strong organizational, time-management and multi-tasking skills
- Strong leadership and team management skills
- Ability to achieve project goals and meet stringent deadlines while managing multiple projects
- Detail oriented, proven performer who excels at working with little supervision independently, and with a team as a contributing, productive partner
Timeline
Chief Operating Officer - Price Asset Management LLC
09.2022 - Current
Vice President, CAO, Fund Accounting Manager - Price Asset Management LLC
04.2007 - 08.2022
Junior Marketer, Exchange Trader Derivatives - UBS Investment Bank
10.2006 - 03.2007
Junior Marketer, Futures Department - ABN AMRO Bank
07.2004 - 09.2006
Administrative Office Coordinator - ABN AMRO Bank
03.1998 - 06.2004
Saint Xavier University, Graham School of Management - MBA, Management
Robert Morris College - BBA, Computer Information Systems