William S. Silberman

About William S. Silberman

AREAS OF EXPERTISEManagerial Accounting Fund Accounting Investment Accounting Financial Technology Project Management Financial Applications Integration and Testing IRS Reporting Mergers & Acquisitions Private Equity-Backed Firms OPEN TO NETWORKING OPPORTUNITIESStrategic & operational executive with extensive experience in various financial control roles. I have a proven track record of augmenting revenues, eliminating costs, driving efficiencies, and facilitating business development initiatives.As Vice President of Finance for the Reorganizations group at American Stock Transfer & Trust Company (AST), I restructured the firm\'s paying agent agreements to effectively eliminate the payment of accrued interest to clients post-acquisition, and boosted annual firm revenues by approximately $10M. I also cut accrued interest owed to existing clients by 29%, saving the company approximately $2M by utilizing an optimal interest rate structure.As Business Analyst & Unit Controller for AST’s Reorganizations group, I consolidated 3 different funding systems into a single platform, enabling the global reconciliation of fiduciary balances, eliminating labor-intensive spreadsheets, slashing man-hours, and discovering a very material $10M overstatement of the firm’s liability.As Business Analyst at BNY Mellon, I played an instrumental role in acquiring one of the firm’s largest outsourcing clients, RCM Asset Management, by processing and reviewing “test accounts” during client marketing trials. I was also chosen to oversee 2 of the company’s largest custodial relationships as Senior Investment Accountant at BNY Mellon.

Experience

1. Senior Finance Officer

   Sbh Community Service Network Inc

   Aug 2022 — Present · Brooklyn, NY, US

   Founded in 1974, Sephardic Bikur Holim Community Service Network is a mental health and social service agency dedicated to caring for people in need with compassion, discretion, and respect. We provide for the health, sustenance, support, and well-being of children and adults, the infirm and the disadvantaged through an ever-expanding spectrum of programs and resources. We work hand-in-hand with a network of devoted volunteers and professionals to address special needs, while maintaining a strong commitment to excellence. At Sephardic Bikur Holim our goal is to invest families and individuals with strength and self-esteem so that they can rise with dignity to their utmost potential.

Education

• CFA Institute

  Chartered Financial Analyst (Level 1)

• Touro University

  Bachelor of Science, Accounting

Skills

• Internal Controls
• Financial Technology
• Hedge Funds
• Fiduciary Accounting
• Investment Banking
• Banking
• Mutual Funds
• Risk Management
• Regulatory Compliance
• Cost Basis Reporting
• Portfolio Analysis
• Fixed Income
• Business Analysis
• Securities
• Financial Reporting
• Irs Reporting
• Account Reconciliation
• Corporate Actions
• Analysis
• Mergers & Acquisitions
• Reorganizations
• Finance
• Management
• Financial Accounting
• Auditing
• Internal Audit
• Equities
• Capital Markets
• Alternative Investments
• Private Equity
• Corporate Finance
• Valuation
• Fund Accounting
• Cash Management
• Options
• Financial Services
• Executive Management
• Leadership
• Pension Funds
• Portfolio Management