Willie Ferrer
Senior Investment Accountant – Fund Management at The Pension Boards | Dumont, New Jersey, United States
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Willie Ferrer currently serves as the Senior Investment Accountant – Fund Management at The Pension Boards, where he plays a pivotal role in overseeing the financial integrity and operational efficiency of the organization’s investment portfolios. In this capacity, Willie leverages his extensive accounting expertise and CPA credentials to ensure accurate financial reporting, compliance with regulatory standards such as Sarbanes-Oxley, and adherence to industry best practices. His key projects often involve coordinating with external service providers on complex fund audits, tax return preparations, and strategic consulting initiatives, ensuring seamless collaboration and timely deliverables.
Within his role, Willie is instrumental in developing and refining accounting policies and internal controls tailored to the evolving landscape of pension fund management. His hands-on experience with IFRS, SAP R/3, and process improvement methodologies enables him to optimize the monthly financial close process, including preparing journal entries, managing general ledgers, and conducting variance analysis to identify and address discrepancies proactively. His expertise in global consolidation and working capital management supports the organization’s financial stability and transparency.
Willie’s deep understanding of internal financial controls and project financing allows him to implement robust procedures that mitigate risks and enhance operational efficiency. His proficiency in Microsoft Excel and banking operations further complements his ability to analyze complex financial data, support strategic decision-making, and drive continuous process improvement. Overall, Willie Ferrer’s comprehensive skill set and industry-specific knowledge position him as a vital contributor to The Pension Boards’ mission of managing pension funds responsibly and sustainably.
Senior Investment Accountant – Fund Management at The Pension Boards in May 2013 to Present
Accounting Manager – CPA Firm (Mid-Size) at Geller and Company LLC in March 2009 to May 2013
Associate Director at UBS Wealth Management in March 2006 to March 2009
Reporting Manager – Equity Compensation at UBS Wealth Management in July 2004 to March 2006
Financial Services Consultant at Resources Connection in January 2004 to July 2004
Financial Analyst – Finance at HSBC Securities in March 2003 to January 2004
Accounting Manager – Financial Accounting Banking at Mizuho Corp Bank in September 1993 to March 2003
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University of Phoenix, July 2026
Baruch College, BBA, July 1989 to July 1992
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Data Analysis
Close Process
Internal Controls
Sarbanes-Oxley Act
Financial Analysis
Variance Analysis
Financial Reporting
Financial Accounting
Banking
IFRS
SAP R/3
SAP BI
Process Improvement
Global Consolidation
System Implementations
Accounting Management
Global Financial Statements
Microsoft Excel
Business Process Improvement
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What is Willie Ferrer email address?
Email Willie Ferrer at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Willie Ferrer's email found in 2026.
What is Willie Ferrer phone number?
Willie Ferrer phone number is 2018199143 and 8636751103.
How to contact Willie Ferrer?
To contact Willie Ferrer send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Willie Ferrer try calling on 2018199143 and 8636751103. (updated on May 06, 2025)
What company does Willie Ferrer work for?
Willie Ferrer works for The Pension Boards
What is Willie Ferrer's role at The Pension Boards?
Willie Ferrer is Senior Investment Accountant – Fund Management
What industry does Willie Ferrer work in?
Willie Ferrer works in the Financial Services industry.
Willie Ferrer Email Addresses
Willie Ferrer Phone Numbers
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