Emily Tavis

About Emily Tavis

Operational System Builder: Designs and implements scalable systems, controls, and…

Experience

1. SVP, Fund Operations and Compliance Investor Relations

   Awc

   May 2024 — Present · New York, NY, US

   of savings to Company in first six months Identified $375K of missed fees due to Fund Manager.$39K of fees will recur annually. Negotiated $30K of savings on fund admin, tax and audit services. Savings will increase alongside AUM growth. • Corporate Structuring – Responsible for corporate structure, legal agreements, compliance, and tax implications. • Financial Governance – Responsible for accounting, audit, tax filings, investment execution, loan compliance, intercompany lending, internal controls and policies.• Compliance – Deep understanding of governing legal agreements. Responsible for regulatory filings.• Investor Relations – Responsible for quarterly/annual reporting, sub docs, capital calls, and distributions. Delivering investor expectations while upholding the best interest of the Company.• Operations – Establish systems and processes for max productivity with minimal errors.• HR – Establishing HR department, benefits, company policies, and practices.• Risk Management – Assess corporate risks and obtain liability coverage.

Skills

• Beauty Industry
• Accounts Payable
• Personal Training
• Entrepreneurship
• Lifestyle
• Business Strategy
• Home Based Business
• Wellness Coaching
• Skin Care
• Operations Management
• Social Networking
• Event Management
• Fitness
• Strategic Planning
• Relationship Management
• Small Business
• Accounts Receivable
• Yoga
• Marketing
• Organizational Structure
• Lifestyle Coaching
• Event Planning
• Beauty
• Budgeting
• Start-Up Consulting
• Healing
• Holistic Health