Finance and Accounting Team

The Finance and Accounting Team at Fundserv is responsible for managing the company’s financial health and ensuring accurate financial reporting. This team oversees budgeting, forecasting, and financial analysis to support strategic decision-making, while also ensuring compliance with regulations and CPA standards. By leveraging financial systems and working collaboratively with other departments, they drive efficiencies and contribute to the overall goal of reducing costs and risks within the investment management industry.