Summary
Overview
Work History
Education
Skills
Diversity And Inclusion
Affiliations
Languages
References
Timeline
Generic

Reena Gherwada

Plymouth Meeting

Summary

Strategic Leader known for high productivity and efficient task completion. Skilled in team motivation, strategic planning, and ensuring smooth operations and project success. Excel in communication, adaptability, and problem-solving to lead teams effectively towards achieving goals.

Overview

24
24
years of professional experience

Work History

Manager- PE Accounting & Administration

EY
Philadelphia
03.2023 - Current
  • Spearheaded design and implementation of fund administration processes at startup-stage firm.
  • Successfully launched 75+ fund families within 18 months, overseeing legal entity setup and investor onboarding.
  • Directed cross-functional team, enhancing performance through upskilling and documentation ownership.
  • Guided team in leveraging Investran tools for operational efficiency, automation, and risk reduction.
  • Ensured timely investor reporting and resolved queries related to capital events and transactions.
  • Led automation initiatives, increasing efficiencies and gaining two FTE capacity by transforming partner transfer processing.
  • Served as primary liaison among internal stakeholders, technology teams, and clients to ensure data integrity.

Director - Fund Accounting & Administration

The Bank of New York Mellon, Fund Accounting
King Of Prussia
11.2001 - 03.2022
  • Supervised servicing team overseeing 97 mutual funds and 185 share classes for investors.
  • Mentored and revitalized teams to follow robust client service model, increasing productivity by 150 hours.
  • Championed streamlining of distribution estimates, enabling innovative enhancements and improvements.
  • Managed internal projects to optimize resource utilization, raising productivity and doubling performance output in 1.5 years.
  • Implemented invoice tracking system for effective management of payables and receivables.
  • Constructed and delegated operational scorecard system to enhance administrative processes.
  • Managed advisor expense and fee report generation; calculated recoupment and reimbursement requests.
  • Reviewed and scheduled administrative ad-hoc reports while finalizing budgets and invoice deliverables.

Finance Manager

Hartford Funds
Wayne
03.2019 - 10.2021
  • Supported annual compensation planning for Sales, collaborating with key stakeholders to analyze and track expenses.
  • Streamlined reporting by migrating data from Excel to Tableau for enhanced efficiency.
  • Developed and presented yearly compensation plan for Distribution, ensuring alignment with corporate growth strategy.
  • Assisted finance leadership by summarizing data and preparing reports for effective forecasting and budgeting decisions.
  • Liaised with senior leadership and Sales team to establish and monitor headcount and travel budget.

Senior Manager - Finance Controller

Morgan Stanley Investment Management
Conshohocken
05.2017 - 03.2019
  • Implemented operational efficiencies to streamline invoice payments to third-party brokers.
  • Overhauled legacy processes, reducing operational and financial risks associated with $2.1M incident.
  • Led team conducting due diligence on management fee revenue and distribution fee expenses.
  • Reviewed global accounting functions, including posting monthly journal entries and forecasting accruals.
  • Analyzed high volume of new vendor contracts for operational feasibility.
  • Presented upgraded processes to FINRA examiners, achieving satisfaction and approval.
  • Executed robust controls that mitigated operational risks effectively.
  • Ensured compliance through thorough review of financial activities and documentation.

Education

Bachelor of Science - Commerce

University of Mumbai
Mumbai, Maharashtra, India

Diploma - Information Systems Technology

Aptech Limited
Mumbai, India

Skills

  • Fund administration and compliance
  • Process improvement initiatives
  • Financial data analysis
  • Budgeting and invoice management expertise
  • Board reporting and compliance oversight
  • Incentive compensation strategy development
  • Operational efficiency practices
  • Collaboration across functions
  • Performance evaluation techniques
  • Resource optimization strategies
  • Leadership in team settings
  • Building strong relationships with clients and vendors

Diversity And Inclusion

  • Member of Diversity & Inclusion committee – planned & participated in numerous events to increase employee engagement within teams.
  • Spearheaded Innovation Challenge at BNY Mellon aiming to curtail manual & repetitive processes.
  • Volunteered to participate in Big Brother Big Sister Initiative for three consecutive years.

Affiliations

Artist, Hiker, Chef, Pet spoiler

Languages

English
Full Professional
Hindi
Professional
Gujarati
Professional
Marathi
Limited

References

References available upon request.

Timeline

Manager- PE Accounting & Administration

EY
03.2023 - Current

Finance Manager

Hartford Funds
03.2019 - 10.2021

Senior Manager - Finance Controller

Morgan Stanley Investment Management
05.2017 - 03.2019

Director - Fund Accounting & Administration

The Bank of New York Mellon, Fund Accounting
11.2001 - 03.2022

Bachelor of Science - Commerce

University of Mumbai

Diploma - Information Systems Technology

Aptech Limited

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