Kate Wilder

Senior Fund Accountant @UMB Bank

Ogden, UT, US

Returning to the company as a Generally Accepted Accounting Principles (GAAP) subject matter expert to oversee investor communications and relations while managing portfolios of 100-300 investors averaging $500M in Debt Funds spanning several different funds, depending on client needs, including no less than $1B in assets under administration (AUA). Establish and maintain trust-based relationships with clients and investors- Ensure accurate account information to foster informed institutional decision-making, including capital and interest generation, by providing monthly, quarterly, and annual financial statements based on ongoing market, financial, and data analysis- Maintain a 100% accuracy of investor balances through an expert utilization of multiple accounting tools and systems- Accelerated processing time by 15% while reducing errors by 12% by streamlining complex client account procedures, information gathering processes, and funds processing tracking systems, demonstrating a comprehensive understanding of technical skills, regulatory compliance, and treasury functions while saving substantial time and labor-related expenses- Establish and monitor applicable performance metrics, to improve operational efficiencies, amplify customer experience, and uphold service quality.

Weber State University

Bachelor of Science - BS

Weber State University

Master of Science - MS