Phoenix American
Monika Murphy has extensive experience in database administration and financial systems implementation, currently serving as Sr. Oracle DBA and Oracle EBS Implementation specialist at Phoenix American Financial Services since 2005. Responsibilities include managing over 100 production and UAT environments on Oracle 12 and 19, executing database upgrades, implementing Salesforce solutions, and upgrading legacy timekeeping systems to Kronos. Monika has successfully led Oracle EBS implementations for over 30 clients and provides ongoing operational support, including collaboration with external auditors for SOC audits. Prior roles include Business System Analyst at PAI, Accounts Payable/Receivables Specialist at RPC.com, and Internal Auditor at Phoenix Leasing. Monika holds a BA in Financial Accounting and Computer Information Systems from San Francisco State University and has a background from Masaryk University Brno.
Phoenix American
Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.