Tracey Robinson, CFA
Middletown,NJ
Summary
Dedicated leader and Accounting Professional with 30+ years of experience in Accounting, Quantitative Portfolio Strategies and Private Equity Accounting. Focused Project Manager with demonstrated talent in organizing projects, establishing priorities and delegation of work streams to meet established goals. Versatile Director with proven abilities across all levels of organization. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in the implementation Private Equity Accounting Systems including Investran.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Associate Director
SS&C Technologies (formerly Citi)
New York, NY
03.2008 - Current
- Successful design, planning and execution of large scale transition from proprietary private equity system to Investran. Directed teams up to 30 , including FTE, Consultants and Offshore Resources
- Maintained SOC 1 compliance by improving and aligning internal controls over financial reporting processes.
- Engaged analytical subject matter experts outside project teams to drive troubleshooting of critical process-related deviations and enhance process improvements.
- Set up and participate in stakeholder meetings between senior leadership and third-party stakeholders to conduct joint operations and cement partnerships.
- Drive projects, running kickoffs, project status, stakeholder meetings and end projects meetings
- Trained and developed department leaders and management staff for specific projects and ongoing operational needs.
- Assisted senior leadership in managing all aspects of operations.
- Oversaw business calendar of events and scheduled key initiatives.
Consultant
Bear Stearns
New York, NY
01.2003 - 01.2005
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Supported clients with business analysis, documentation and data modeling.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Authored detailed work plans to meet business priorities and deadlines.
- Strengthened Performance Reporting by reviewing process data, developing solutions and monitoring implementation.
Vice President of Product Development
Merrill Lynch
Princeton, NJ
07.1998 - 07.2001
- Developed and presented proposals for new investment strategies
- Communicated market developments, portfolio changes and annual performance information to clients.
- Facilitated portfolio performance review and implemented new strategies.
- Collected, organized and modeled data using Compustat and Factset
- Calculate Performance of strategies and compare to appropriate indices
Vice President - Controller Unit Investment Trust
Merrill Lynch
Princeton, NJ
05.1988 - 11.1998
- Gathered financial information, prepared documents, and closed books.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
- Set up and improved accounting systems and processes to meet business needs and maximize operational success.
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates.
- Directed onboarding and training for employees each year, keeping company operations smooth and production efficient with skilled candidates.
- Partnered with HR to define position requirements in accordance with company needs.
- Continually work on Diversity and Talent Retention
Education
BBA - Accounting
University of Miami
Miami, FLSkills
- Analytical Thinking
- Employee Coaching and Motivation
- Team Leadership
- Verbal and Written Communication
- Project Management
- Process Improvement
- Negotiation and Conflict Resolution
Certification
- CFA - Chartered Financial Analyst
Timeline
Associate Director
SS&C Technologies (formerly Citi)
03.2008 - Current
Consultant
Bear Stearns
01.2003 - 01.2005
Vice President of Product Development
Merrill Lynch
07.1998 - 07.2001
Vice President - Controller Unit Investment Trust
Merrill Lynch
05.1988 - 11.1998
BBA - Accounting
University of Miami
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