Kathryn Taylor
Fund Controller | Private Equity Investment Finance
- Role
- Fund Controller - Institutional Funds at Verivest
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
Experience
Fund Controller - Institutional Funds
Sep 2024 — Present
Lead the fund accounting for all institutional clients at Verivest-Lead Valuations service offered by Verivest, including creating valuation models from scratch and preparing quarterly valuation calculations- Prepare audited financials for investment companies; work with auditors as needed- Prepare financials, tracking files, capital account reconciliations, statements, NAV and AIP reporting for a variety of investment funds- Manage a team of fund accountants and senior fund accountants- Work with other executives to grow and improve Verivest’s service offeringsAchievements: Helped create valuations and audited financial service offerings within Verivest. Successfully managed and led a team of 6 within the US and Philippines. Owned and led the accounting for a portfolio of 50+ investment funds.
Education
St. Mary's College of California
Bachelor's Degree
2008 — 2012
Skills
- Auditing
- Finance
- Financial Accounting
- Microsoft Excel
- Accounting
- Financial Reporting
- Legal Writing
- Internal Controls
- Financial Services
- English
- Corporate Tax
- Generally Accepted Accounting Principles (Gaap)
- Research
- Writing
- Financial Analysis
- Tax
- Gaap
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