Fund oversight
A fund administrator transition starts with ownership, not a cutover date
A transition plan should identify who owns each balance, calculation, report and approval.
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Perspectives from Path
Practical perspectives on fund oversight, financial reporting and finance transformation.
Financial reporting
Year-end reporting readiness is a year-round finance discipline
Map financial statement preparation, valuation approvals, administrator deliverables, management review and external audit milestones.
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Finance systems implementation should begin with reporting and controls
Define the reports, reconciliations and management information the finance function needs.
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