David Adams

About David Adams

With over 15 years of experience in the financial services industry, I am a seasoned fund accounting and expense management professional with a passion for delivering accurate, timely, and insightful data to internal and external stakeholders. As a Senior Fund Expense Manager at Russell Investments, a leading global asset manager, I oversee the budgets, expenses, and revenues of funds with total assets under management of $25-75 billion. I am driven by the mission of improving financial security for people and creating value for our clients, shareholders, and communities. In my current role, I establish and build relationships with external vendors, ensuring that they meet the agreed-upon key performance indicators and service level agreements. I also provide and present detailed data on fund expenses and revenues to executive and board members, supporting strategic decision-making and reporting. Additionally, I am responsible for processing revenue payments totaling $20 million on a monthly basis, ensuring compliance with accounting standards and regulatory requirements. To perform these tasks, I leverage my skills in business administration, ad hoc analysis, and generally accepted accounting principles (GAAP). I am also an active member of the Diversity, Equity, and Inclusion program at Russell Investments, contributing to a culture of inclusion and belonging.

Experience

1. Finance Manager

   McKinstry

   Sep 2024 — Present · Seattle, WA, US

Education

• University of Wyoming

  Bachelor's degree

  2001 — 2004