Brian Lutes
- Role
- SVP, Fund Accounting at Ultimus Fund Solutions
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
SVP, Fund Accounting
Sep 2015 — Present
Co-director of the Fund Accounting department, which has grown by over 50% in past 2 years • Manage a team of fund accounting managers and fund accountants in all areas of fund accounting and financial administration, including daily NAV calculation, expense budgeting and analysis, financial report creation and distribution calculations. • Maintain relationships with clients and supporting service providers (e.g, legal counsel, independent auditors, transfer agent, custodian, and financial printer) and management. • Coordinate fund start ups and conversions. • Regularly review department procedures, looking to eliminate inefficiencies and redundancies as well as identifying areas of possible cost savings. • Attend board meetings and provide administrators report at meetings.
Skills
- Fund Accounting
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.