To whom it may concern.
CICA Inc is a Family Office providing wealth management, investment advice and all back office accounting, financial reporting and tax advice to high net worth individuals and families
Richard was hired as a consultant in early 2012 specifically to assist us in transitioning to a new complex software package to modernize our infrastructure. This project was completed in March 2015. At the time Richard joined us, we were running various disparate financial systems. There was an accounting system, custom written financial recording and reporting software, and many spreadsheets designed to best record, analyze and report on our numerous investments in Private Equity, Hedge Funds, Real Estate, Stocks and multi-currency bank accounts.
His prime responsibility was to:
a. Liaise with the Software developer. This included full testing of software with our data, bug reporting, and assistance with custom reports and accuracy verification.
b. Verify converted historical data for each and every investment and then do the same for consolidated information all the way up to Balance Sheet and Income Statement.
c. Assist in the actual transition to the new platform whilst maintaining accurate accounting and reporting to management.
d. Train staff.
e. Write the CICA procedural manual for the software.
f. Write Excel reports where required
Richard picked up the essence of our very specialized and complex business very quickly. He is very organized, has excellent analytical skills and his broad range of accounting and Information Technology skills helped us immensely. He frankly exceeded our expectations. He successfully interacted professionally and efficiently with our companys executives, senior accountants, senior financial analyst, and all staff members
It was a very successful relationship and I would gladly work with him again.
Should you require any further information please do not hesitate to contact me.
Director of Operations.
Tel: 858-454-4216, ext 22