Kim Lemone

Director of Finance at de Visscher Advisors

Role
Chief Administrative Officer at De Visscher Advisors Llc
Location
Milford, CT, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Kim Lemone

A highly motivated Financial Operations and Administrative Management Professional with a…

Experience

  1. Chief Administrative Officer

    De Visscher Advisors Llc

    Sep 1996 — Present

    Working with a broad network of high-net-worth families and privately owned corporations across North America, the Middle East, Europe and Latin America, a leading financial consulting and advisory, and investment management firm where I successfully:• Perform month-and year-end closings including P&L reporting, forecasting and variance analysis.• Establish the benchmarks of robust office management, providing coaching and mentorship to client-focused administrative teams.• Support business development activities, helping structure and establish new client onboarding processes.• Manage the company’s digital outreach and website activities to help drive new client acquisition.• Maintain full responsibility for accounts payable and receivable.• Conduct process audits to meet all risk management guidelines and targets.• Oversee the end-to-end talent acquisition process and direct the onboarding process to train new hires on company processes, standards and performance expectations.• Ensure supplier and vendor compliance to SLAs and negotiate insurance and IT asset contracts with approved providers.• Assess team performance through regular reviews to support business continuity and career planning programs.• Design and lead employee engagement and corporate event activities.• Address and resolve all employee relations issues, adhering to statutory and HR best practices.• Update and amend employee handbooks, policy and procedure manuals and corporate SOPs.• Championed the launch of the company’s 401K plan, serving as its Administrator and Trustee.• Provide regular activity and client engagement reports to the Partner team.

Skills

  • Private Equity
  • Corporate Development
  • Asset Management
  • Due Diligence
  • Finance
  • Investment Banking
  • Investments
  • M&a Experience
  • Financial Advisory
  • Corporate Finance
  • Mergers
  • Family Office
  • Mergers

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