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Cynthia Brown — Account Manager · FFO · Boston, Massachusetts, United States.
Direct contact
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About
With over 11 years of experience in accounting and financial management, I specialize in working with high-net-worth individuals, family offices, trust & estate clients, and entertainment professionals. My expertise spans comprehensive wealth management, financial planning, and strategic advisory, providing tailored solutions to optimize both short-term financial goals and long-term wealth preservation.
I pride myself on delivering results with precision, offering a client-focused approach to each engagement. Whether it's advising on wealth transfer strategies, helping navigate complex family office dynamics, or ensuring financial growth and stability, I’m dedicated to providing expert guidance to those I serve.
I’m always open to connecting with like-minded professionals who value strategic, holistic financial solutions. Let’s chat about how I can support your financial goals and help you thrive.
Experience
Senior Accounting Associate
Trove FS, LLC · Boston, MA
Jun 2024 – Jun 2026
- Manage and review general ledger, bill pay, receivables and reconciliations prepared by accounting associates - Prepare monthly, quarterly, and annual financial statements - Generate customized reporting for analytical review - Investment & partnership accounting: tracking distributions and reconciling accounts - Monitor cash positions and coordinate fund transfers between accounts - Maintain books and records for family trust, partnerships, and foundations - Liaise with external advisors (tax accountants, attorneys, bankers, investment managers) - Tax: ownership of supporting schedules & checklist, planning for deadlines and managing payments to process
Education
- University of Massachusetts Amherst