Caitlin Gray
Managing Director of Accounting at River Bend Holdings, LLC
- Role
- Managing Director of Accounting at RIVER BEND HOLDINGS, LLC
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Caitlin Gray
Experienced accounting professional with leadership roles at a private family trust company and Big 4 accounting firm.* Knowledge of US GAAP, financial accounting, auditing, and financial reporting.* Proficient in preparation of fiduciary accountings in accordance with state statutes and trust provisions.* Experience with business acquisitions, divestitures, and bond offerings.* Engagement team leader with client-focused mindset.
Experience
Managing Director of Accounting
Jul 2025 — Present · Naples, FL, US
Lead the accounting function for a complex family trust company overseeing 100+ trusts, as well as several investment partnerships and corporate entities.* Oversee preparation and review of quarterly financial statements for the trusts, investment partnerships, and corporate entities.* Direct the preparation of fiduciary accountings in compliance with applicable state statutes and trust provisions.* Design and maintain robust internal controls and accounting systems to ensure accuracy, compliance, and efficiency.* Led the accounting department’s buildout from inception including selection and implementation of accounting systems, development of processes and controls, and hiring and training of accounting team.
Education
The University of Alabama
Bachelor of Science (B.S.), Accounting
2005 — 2010
The University of Alabama
Master of Science (M.S.), Accounting
2010 — 2011
Northwestern University - Kellogg School of Management
Executive Education, Kellogg PwC Family Enterprise Advanced Education Program
2018 — 2018
Skills
- Cpa
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