Nicole Eberhardt

**** *** ** ****** *****, SC ***88 914 – 474 – 7916 cell acdq3x@r.postjobfree.com

Skills Profile

- Software company co- founder who successfully built business from start-up to industry thought leader with $5

million annual revenues

- 15 years of project management/client service consulting and business development experience with a specialty

within the financial software industry

- Specializes in business process reviews, workflow efficiency reviews, requirements analysis

- Strong focus on managing both internal and external expectations as the pathway to success.

Employment History

TKS Solutions LLC dba Ingenious Initiatives (Co-Founder) 2005 2013

Mount Kisco, NY

COO/SVP Operations

- Responsible for bringing the Penny – It Works partnership and shareholder accounting system to the marketplace

- Created all internal client service processes and standards including annual user conference, standard support

guidelines and timelines, Help desk metrics and systems, time management systems and reviews, and client

invoicing

- Built highly regarded consulting group to assist with software conversions/implementations as well as business

process reviews, on-going system guidance/training and client resource supplementation

- Grew firm infrastructure from 2 person organization to 20+ industry experts

- Spearheaded the conceptualization and incubation of 2 additional software products and 3 add-on modules including

the tasks of product placement within market served, and overall project management related to product launch

-

SVP Business Development

- Generated a client base of 80+ alternative investment firms

- Managed all aspects of business development and product placement including direct management of sales staff,

company public relations, and marketing materials

- Maintained and monitored internal reporting application, Salesforce, in order to provide up to date pipeline and lead

status reporting to senior management

- Created and presented annual marketing plans for all Ingenious Initiatives applications and services

- Worked closely with hired public relations firm to manage and maintain the corporate image through press releases,

social media presence, and by-line article/white paper generation

- Assisted co-founder (chief system architect) with the production of long-term and short–term product direction and

road maps that would drive system adaptation as well as industry standards

- Go-to Subject matter expert in hedge fund/private equity accounting industry with extensive knowledge of back-

office processes and workflows

- Authored several by-line articles on industry trends including recent regulatory requirements and initiatives such as

FATCA, AIFMD, CFTC, and others

Independent Consultant (Ramius Capital Group) 8/1/2005 10/31/2005

NY, NY

- Short-term project management consulting engagement

- Assisted client with upgrade and integration of various internal front and back-office systems as well as full

Business Process Review for internal accounting processes

- Worked closely with the CFO to create in-depth project plan/ timelines and provided timely updates regarding

project status and milestones

- Provided additional system and workflow training to internal accounting staff

- Responsible for requirements interviews and data gathering in order to produce business requirements documents

for presentations to external vendors and senior management

SS&C Technologies, Inc 1/15/1998 7/31/2005

Armonk, NY

Director of Professional Services/Product Manager

- Headed client service and consulting organization for alternative investment accounting systems including

Advisorware, Hedgeware, and Total Return

- Attended monthly senior management meetings at corporate headquarters interfacing directly with CEO and

President of firm

- Responsible for active management 20+ employees including all aspects of resources planning and scheduling,

client satisfaction, and disciplinary actions.

- Organized and oversaw client services and consulting groups across multiple locations and products

- Direct supervision of Help Desk/Support operations for the Advisroware product

- Performed role of overall Product Manager for the Advisorware product including the management of product

release schedules and road maps and oversight of quality assurance processes and signoff

- Responsible for revenue and expense forecasting and budgeting for product specific market segments

- Oversight of all pre-sales efforts for the Advisorware product including data preparation and product demonstrations

Implementation Consultant/Project Manager

- Successfully managed to completion numerous conversions from various legacy systems to the Advisorware

platform

- Extensive use of MSExcel and MSAccess to convert data formats from legacy system to import templates for

conversion processing

- Comprehensive processing and reconciliation of conversion data as well as live period processing including daily

trade activity, capital activity, and all fee calculations, income allocations, accruals, etc

- Provided client training to new clients/users on the application

- Assisted in quality assurance testing process for all new releases/version of the application

- Responsible for all aspects of project management including budgeting, forecasting, internal and external status

updates and progress tracking

- Subject matter expert for all aspects of the alternative investment accounting process including income allocations,

fee calculations, trade processing for various instruments (equities, fixed income, derivatives), statement

preparations, tax allocations and return preparation

-

Prime Financial Services 1996 1998

Poughkeepsie, NY

- Staff Accountant at Broker dealer firm

- Responsible for all accounting functions for 5 legal entities including full General ledger maintenance, accounts

payable/accounts receivable processing and sales representative commission processing

- Produced internal and external financial reports including functional P/L to senior management and monthly

position reporting to SEC/NASD

- Interfaced with external auditors for production of annual audited financial statements

Education

- State University of New York at New Paltz

- BS Accounting

Software Exposure::

- MS Office applications including Excel, Project, PowerPoint, Word, SQL, MSAccess, Outlook, Quicken

- CRM system experience including Salesforce and SalesLogix

- Experience with various accounting platforms including Quickbooks, Quicken, CODA, Advisroware, Total Return,

VPM, etc

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