Jacob Musman
MBA educated problem solver with experience in financial services. Skills: Fund Administration| Investment Operations| Treasury| Problem Solving| Client Service| Reconciliation| Investment Analytics| Fund Accounting
- Role
- Vice President of Accounting at State Street
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jacob Musman
I am an experienced finance operations manager who quickly transforms underperforming, troubled and inefficient operations into a successful organization. I have successfully transitioned operating models in various custodian bank, accounting and reporting roles. With over 15 years in financial services, I have a deep understanding Bank and Middle office operations across the industry. A BA in mathematics from Stonehill College and a masters degree in business administration with a concentration in finance from Umass Boston has given deep a deep foundation for understanding complex structures. My education has helped reinforce those problem solving and analysis skills. I build and transitions operating models for organization efficiency. I construct, expand and lead business units for successful futures.
Experience
Vice President of Accounting
Mar 2024 — Present · Quincy, MA, US
Oversee fund accounting operations for over 400+ clients and over 2 Trillion in Assets.
Education
Stonehill College
Bachelor of Arts, Mathematics
2003 — 2007
UMass Boston
Masters, Business Administration
2010 — 2014
Skills
- Finance
- Bloomberg
- Management
- Portfolio Management
- Customer Service
- Microsoft Excel
- Powerpoint
- Staff Development
- Forecasting
- Financial Services
- Report Writing
- Spreadsheets
- Financial Analysis
- Microsoft Word
- Fixed Income
- Microsoft Office
- Research
- Process Improvement
- Analysis
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