Director of Operations
Senior Vice President
Chief Financial Officer
Chief Operating Officer
Thomas Wilke - Principal Resume Simple
Financial services professional with over 7 years of experience in the financial industry, including investment banking, and investment management. Proven track record of delivering top performance.
financial planning, modeling, communication, budgeting, venture capital, fundraising, planning, business development, accounting, financial modeling, budget, investments
audit, due diligence, business plans, marketing, administrative, reporting, presentations
Wellington Management Company
Budgeting, financial planning, business development, and economics. Manage and review all investment proposals. Maintain and update the investment Committee.
Lead financial planning and economics for the development of a new business unit. Responsible for the creation of the annual operating plan and quarterly forecast.
Provide financial modeling and support for the development of the annual budgets and quarterly forecast for the real estate and legal entities.
Managed the financial planning and accounting for a multi-million dollar private equity venture with a focus on the development of a new fundraising and marketing campaign.
Managed the financial planning and budgeting for a $1.5M portfolio of a large private equity fund. This included the development of a new investor relations and communication system.
Create and manage annual budget and quarterly forecast for real estate investments. Prepare and present financial results to the Board of Directors.
O conduct presentations to the Board of Directors on the importance of the business plan, audit and marketing, and due diligence.
O provide administrative support to the Director of reporting and other departments. Prepare and present financial information to the Board of Directors.
O develop business plans and financial models for the company. Work with the CEO to create and implement a new financial model.
Prepare and analyze monthly financial statements and supporting schedules. Review and approve journal entries. Reconcile bank accounts. Assist in the preparation of the annual budget.
Manage the day-to-day operations of the company, including the development of a new client base, and the creation of a new business.