Danielle Finlayson earned a Bachelor’s degree in Accounting from Cedarville University. Ms. Finlayson began her career with Raymond James Financial, where she managed the accounting for a family of mutual funds totaling over $1 billion in assets. During her time at Raymond James, she supervised the accounting staff’s day-to-day accounting and valuation of the funds, calculated fund performance, prepared and reviewed financial statements and reports, and assisted with various tax filings. As a manager, she performed account reconciliations and reviewed accounting records to identify discrepancies and determine their cause. She ensured the work complied with both company and government regulations and oversaw the annual external audits. She worked closely with senior management to discuss strategies and initiatives as well as assist with Valuation Committees and the Board of Directors affiliated with the family of funds.
Ms. Finlayson’s 15 years of experience in fund accounting includes initial public offerings, mergers and acquisitions, spin offs, stock splits, options, futures, commodities, and currency exchanges. Her recognitions included the Raymond James Financial Employee of the Month Award for leadership, among others.
She and her husband are the proud parents of three children.