Lincoln Weir

*** ****** *****.• Hamilton, NJ ****9 • 917-***-**** • adgn4w@r.postjobfree.com

Capable and admired leader with years of progressive experience in successfully leading industrious business operations. Earned top ranks in every position held by producing revenues, profits and market shares. Highly skilled in exceeding goals, both as an independent achiever and contributory team member. Successful collaborator amongst clients, colleagues and stakeholders at all levels. Work well under pressure to achieve or surpass expectations. Builder of top-performing teams focused on impeccable service delivery. Interact with a network of professionals to drive high levels of staff motivation, collaboration and productivity. Able to forge solid relationships with strategic partners to garner consensus across departments. User of a consultative approach in fueling customer service operations. Seeking a managerial or supervisory role.

Key Areas of Expertise

Management Training & Development Strategic Planning Critical Thinking Problem Solving Time Management

Business Development Communication Cross-Functional Teamwork Process Improvement Performance Achievement

Operations Assessment Financial Direction Asset Control Relationship Building Needs Analysis INVESTONE Excel

Professional Experience

BNY MELLON ACCOUNTING MANAGER NAV OPPS (2014-AUG 2016

Direct daily activities including departmental interviewing and staffing; train and develop new hires as well

Ensure that all employees adhere to all company policies and take all required exams

Work each day to reconcile cash and positions to prime brokers and bank accounts; also reconcile all interest, dividend and reclaims

Deliver weekly statements to client of all failing trades

Provide monthly reports to upper management with all open discrepancies; researched and identified cash and position discrepancies in order to decide on follow-ups to drive proper resolution

Evaluate non-trade efforts, including corporate engagements, transfers, wires, dividend payments/receipts, interest transactions and other various processes

Update the investor allocation schedules for stand-alone and master-feeder funds

Liaise daily with clients and other internal divisions to align with set stringent deadlines, internal procedures and controls

Play a key role in completing audits and additional client reporting requirements

Work with product exposures, Fixed Income, Equity, Swaps (IRS, CDS, TRS), Bank Debt and FX

Strike the Net Asset Value at the close of each business day

Prepare semi-annual and year-end financial statements comprised of supporting schedules; act as a contact with Auditors to drive annual audit completion and sign-off

Strike the NAV daily for the Prudential Insurance Fund; process corporate actions, reconcile broker statements with future and swap positions, as well as work on procedures to prevent errors in striking the NAV

Approve all management-level exceptions that serve to create potential mistakes within the NAV

ACCOUNTING & REPORTING SUPERVISOR (2004-2014)

Designated to manage the New York City Retirement Pension Fund, comprised of over 2K accounts worth a total of $137B

Spearheaded successful financial operations, including wire transfers, financial statement completion, accounting reporting, investment portfolio development and other analyses

Always made certain that top-notch customer service was delivered, an action that proved vital in both sustaining and expanding upon established accounts

Bolstered levels of fiscal efficacy by reorganizing procedures, allocating department resources and analyzing workflows to make for more streamlined daily efforts

Effectively resolved client accounting issues by executing strategic improvements in the bank’s accounting platform

Fostered mutually beneficial, productive communication amongst peer staff, senior management personnel, key investors and clients

Hand-chosen to represent the company in dealing with high-caliber clients; coordinated comprehensive replies to client inquiries, requests and service concerns

Lincoln Weir

Continued

SENIOR ACCOUNTANT (2000-2004)

Administered a variety of accounting functions, including domestic and global annual report preparation

Completed daily net asset values, dividend factor calculations and corporate action computations for both entitlement and cost allocation purposes

Drove specialized accounting and pricing services for an array of open-end investment company clients

Inspired a sense of productive interaction amongst Administration; served as an Investment Management liaison in working with the Operations and Pricing departments

Confirmed amortization on all mortgage back trades, to ensure precision and comprehensiveness

Earned a steady stream of promotions for achieving exceptional job performance and demonstrating financial management acumen; was swiftly promoted from Junior Accountant to Senior Accountant

LOUD RECORDS LLC/SONY FINANICAL ANALYST (1998-2000)

Tenaciously delivered support to the Chief Financial Officer (CFO) in crafting a quarterly budget, assessing project costs, paying credit cards and completing monthly expense reports

Served as the foremost liaison with artists and record label executives over the course of the project recording process, comprised of copyright, art, royalty and finance matters that needed to be tended to with careful attention to detail

Analyzed business functions to suggest cost savings measures to senior management in a continual effort to reduce personnel-related expenses

Education & Credentials

Bachelor of Business Administration, Finance, Baruch College---1998

Associate of Applied Science, Accounting, Kingsborough Community College

Completed Courses, Anti- Money Laundering and Real Estate

Trainings, Conflict Resolution, Leadership, Communication, Money Laundering and Interview Essentials

Professional Involvement

Board Member, Online Social Group (with over 80K members)

President, Linton Park Past Students Association

President, Financial Freedom Investment Club

President, BNY Mellon Diversity Council

Awards & Honors

Recipient, Top Accountant in Asset Services, BNY Mellon, 2012 and 2010

Recipient, Top Sale Real Estate Agent for ERA Franchise in New York City, 2006

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