Kate S.

Kate S. has extensive work experience in the finance and investment industry. Kate most recently worked at UniSuper as a Senior Investment Tax Analyst starting in June 2022. Prior to that, they served as a Fund Accounting Manager at Mercer from December 2021 to May 2022. Before joining Mercer, Kate worked at Citi as a Tax and Financial Reporting Analyst from August 2020 to December 2021.

In 2019, Kate joined Mercer as a Senior Fund Accountant focused on projects. Kate'sresponsibilities included conducting investigations covering all aspects of super funds and preparing recommendation papers for board approval. Kate worked closely with internal stakeholders during this role.

In 2018, Kate worked at Diversa Trustee Limited as a Financial Accountant, where they reviewed annual financial reports and coordinated with auditors, administrators, and internal stakeholders. Kate also assisted in updating Product Disclosure Statements and conducted assets and cash reconciliations for trustee funds.

From 2010 to 2017, Kate held a position as a Senior Investment Accountant at IFM Investors. Kate managed various projects related to new financial system implementation, assets acquisition, funds restructuring, and accounting statement design. Kate also handled regular tasks such as preparing annual financial statements, reconciliations, fee accruals, and tax calculations.

Kate's earlier experience includes roles as a Fund Accountant at BNP Paribas Securities Services from 2008 to 2010, an Accountant at Pacific National in 2008, and a Fund Account/Trade Management Supervisor at RBC Investor & Treasury Services from 2006 to 2007.

Kate S. has completed a Bachelor's degree in an unspecified field of study. No specific years of enrollment or completion are provided.