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Lori De Luca
Founder And President at Deluca Financial Services
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Work Experience
Founder And President
Jul 2018 - Present · 6 years and 6 months
Part-Time Cfo
Apr 2019 - Present · 5 years and 9 months
Part-Time Cfo
Jun 2022 - Present · 2 years and 7 months
Company Details
Outsourced CFO Role, specializing in emerging fund managers (venture capital). Full scope of services includes accounting, financial reporting, treasury, human resources, and management of third-party service providers. The below list is not exhaustive and other areas can be included as needed: - Oversee and manage the fund administrator for fund, SPV and GP accounting and financial reporting - Manage the annual audit and tax reporting process - Oversee capital calls, distributions and waterfall calculation - Address questions from Limited Partners and potential investors - Bookkeeping and management company reporting, including budget to actual analysis - Oversee banking relationships, including line of credit facility and compliance - Implement expense reporting tool, corporate credit cards - Manage AP and vendor payments - Establish and maintain process and policy documentation - Set up and administer human resource platform
Website
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Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
Lisle, IL, US
Keywords
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