Customer Service Management
Resume:
Peter J. Golden
Colleyville, TX 76034 ******@*****.***
ACCOUNTING MANAGEMENT
Strategic Planning Portfolio Accounting Remediation Financial Reporting
Strategic leader in the institutional and proprietary financial services portfolio accounting & management industry. Experience working within both large and small organizations, coordinating accounting operations, reviewing financial reports, contributing to process improvements, and providing excellent direct customer service. Driven professional valued for focus on risk management and ad-hoc projects in thought-provoking work environments, with pressure-packed tight deadlines.
PROFESSIONAL EXPERIENCE
J.P. Morgan Chase & Co. – Dallas, TX 2009 – March 2015 Vice President – Institutional Fund Accounting Services
Managed 5 teams of 30 associates located in 1 domestic and 2 offshore locations responsible for oversight of accounting, custody and client service for the retirement plans of 115 Middle Market clients totaling 967 portfolios and over $27.2 billion in net assets.
Ensured accurate completion and efficient delivery of monthly, quarterly and annual reporting for clients.
Communicated with clients and resolve accounting and service delivery issues
Provided senior management with monthly metrics designed to track performance and the implementation of responsive action plans
Coordinated transition of accounting operations for passively managed accounts to offshore hubs in Manila and Mumbai
Monitored and oversaw User-Developed Tools including inventory, risk management and remediation
Participated in an invitation-only AVP Forum on corporate campus, accomplishments included remedying duplicative expense processing and driving incorporation of LEAN initiatives for campus
Created monthly process to ensure assignment and completeness of all departmental portfolios
Supported company paperless transition by converting historical archive process and coordinating & standardizing vendor archive destruction process
Capital Analytics – Dallas, TX 2009
Accountant
Originally brought in (consultant position) as Accountant on a team that accounted for multiple tier, real estate private equity funds.
Assisted in preparation of monthly, quarterly, and annual US GAAP financial statements
Resolved account reconciliation issues
Processed journal entries
Pep Boys (Corporate Office) – Philadelphia, PA 2005 – 2008
Category Manager
Merchandise buyer with responsibility for $20.5 million in annual sales and $10.4 million in annual purchases. Managed planning, replenishment, advertising, quality assurance, finance and store operations.
Coordinated semi-annual financial planning & analysis including budgeting of sales, margin enhancement and inventory control for assigned categories
Project Manager for Extended Warranty Program for all stores and eligible products. Program generated over $1 million in incremental annual sales
SEI Investments – Oaks, PA 2001 – 2005
Director (VP) – Fund Accounting
Managed 3 teams of 40+ associates with primary responsibility for the oversight of fund accounting for 38 clients and over 175 daily and weekly mutual funds and non-40 Act funds including financial statement preparation and review.
Served as Chief Financial Officer/Treasurer for 25 clients and over 60 mutual funds
Assisted in development of Disclosure Controls in compliance with the Sarbanes-Oxley Act
Attended client Board Meetings and prospective client sales presentations
Worked closely with public auditors on annual reporting
J.P. Morgan Chase & Co. – New York, NY 2000 - 2001
Vice President – Fund Administration
Primary responsibility for the management of the Alternative Structure Administrative Team for JPM Private Client Management. Managed a team of 4 associates.
Directed the activity of administration of the private equity and hedge fund business, aggregating 20 funds and $990.8 million in assets
Assisted in the preparation and review of quarterly and audited annual financial statements
Chase Manhattan Bank – Brooklyn, NY 1997 - 2000
Vice President – Accounting
Primary responsibility for the accounting for the Bank’s 401(k), retirement, long term disability, medical plan, dental plan, proprietary mutual funds and the Bank’s commingled asset funds.
Oversight for accounting, pension plan administration and client service
Managed three teams of 20 associates
Brown Brothers Harriman & Co. – New York, NY 1993 - 1997
Assistant Vice President – Mutual Fund Services Group
Oversight of all administrative aspects of the Firm’s proprietary family of mutual funds, including 1940 Act funds, offshore retail and institutional funds and single unitholder portfolios, aggregating 30 funds, $2.9 billion in assets and supervise 14 associates.
EDUCATION/TRAINING
Bachelor of Science, Accounting Bentley University, Waltham, MA
Associate of Science, Management Bentley University
Six Thinking Hats (Edward de Bono)
LEAN Methodology (JPM)
Mastering the Art of Power Negotiation and Persuasion Training (Pep Boys)
Harvard ManageMentor Training Series:
Leading with Integrity Ownership Client Focus
Risk Management People Management Execution/Process Improvement
Partnership Strategic Thinking Financial Management
Computer Skills
Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint, Apollo EMS
Experience with accounting based applications and general ledger systems including SunGard InvestTran and InvestOne and DST
Experience with Merchandising applications including Brio Intelligence Explorer and NPD Data
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