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Renee Sarubbi

@reneesarubbi

Accounting and financial reporting professional at UBS Asset Management who cut reporting preparation time by up to 75%.

United States

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At UBS ASSET MANAGEMENT (AMERICAS), LLC, I led a team of five responsible for accounting and financial reporting across complex entities. I introduced standardized reporting templates that reduced preparation time by up to 75%, from 3–4 days to one day.

I also oversaw consolidation reporting, reviewed financial statements and audit schedules, and analyzed and tested SOX controls, including identifying and remediating deficiencies. My work included detailed reconciliations and system testing during implementations and conversions.

Previously, at CREDIT SUISSE ASSET MANAGEMENT, LLC, I managed and trained a team of four accountants and handled accounting and reporting across six entities with more than $80M in assets. I also partnered with IT on a financial database conversion and supported external audits and tax reporting.

Experience

Work history, roles, and key accomplishments

Treasurer (Volunteer)

Cresskill Municipal Pool

Jan 2023 - Aug 2026 (3 years 7 months)

Managed financial oversight for a municipal pool operation, including monthly review of financial statements and budget-to-actual analysis. Helped transition operations from a loss to profitability through expense management and fundraising.

Financial Oversight Budget Analysis Variance Analysis Expense Management Fundraising Process Improvement

Associate Director

UBS Asset Management (Americas), LLC

May 2024 - Apr 2026 (1 year 11 months)

Led a team of five professionals in financial reporting and accounting for complex entities. Designed standardized reporting templates that reduced preparation time by up to 75% and oversaw SOX controls and audits.

Financial Reporting Accounting SOX Consolidation Reconciliations Team Leadership Process Improvement Cash Management System Testing Legal Document Review

Associate Vice President - Fund Operations & Regulatory Reporting

Credit Suisse Asset Management, LLC

Apr 2006 - May 2024 (18 years 1 month)

Managed and trained a team of four accountants, reconciled cash and general ledger for six entities with over $80M in assets, and served as primary liaison with external auditors. Led a financial database conversion and improved accounting processes.

Fund Accounting Financial Reporting Reconciliations Team Management Audit Coordination Tax Reporting Database Conversion Process Improvement General Ledger Accountant Cash Management

Staff Accountant

New York Life Insurance

Jan 2004 - Mar 2006 (2 years 2 months)

Monitored and reconciled trial balances, prepared statutory financial schedules, and produced cash flow reports. Assisted with SEC filings and developed broad exposure to accounting operations and regulatory requirements.

Trial Balances Financial Reporting Statutory Reporting Cash Flow Analysis SEC Filings Reconciliations Month End Closing Year End Close