CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER
LEGATO CAPITAL MANAGEMENT LLC
Jan 2011 - Jan 2023 (12 years 1 month)
Executed sound financial management, directing and overseeing all financial activities of 13-employee asset management firm, with two private funds, 11 clients and $2B AUM.
• Established and ensured high standards for all financial functions with respect to accuracy, internal controls, compliance, and timeliness.
• Analyzed operational goals and data, utilizing results to establish short and long-term plans / budgets; led development of strategic vision with focus on improving profitability.
• Provided insightful strategic direction to overall financial planning and accounting practices, overseeing cash / capital planning, forecasting, budgeting, tax, auditing, human resources, vendor relations, insurance, and facilities management funct