Kate O'Brien
Private Equity Investor at First Ascent Ventures Management Inc
Profile
Kate joined First Ascent Ventures in June 2022 as Vice President, Finance.
Prior to joining First Ascent, Kate was Vice President, Global Financial and Regulatory Reporting Lead for Cayman Funds at State Street.
Kate is a strategic and innovative leader with over 17 years of progressive international experience.
Kate began her finance career in Ireland with IFS, a State Street company.
Growing up in operations, Kate developed a strong understanding of the full-service accounting model including portfolio pricing, expenses, profit and loss allocations, investor statements and annual/semi-annual financial statements.
In recognition of her early career impact at IFS and State Street, Kate was featured in the 2010/2011 ACCA Ireland Graduate Guide which was published in Ireland’s Business Plus Magazine.
In 2011 Kate was selected for an international opportunity within State Street and transferred to the Toronto office.
Kate’s finance experience spans multiple divisions of State Street Canada where she specialized in the audit of complex financial statements of hedge, fund of fund, and private equity reporting under US GAAP and IFRS.
Kate held responsibility for financial reporting operations in Toronto including management of multiple key strategic client production cycles.
Kate successfully led projects including system reporting enhancements, financial reporting user interface adoption, internal billing reviews, and legal offshore oversight.
In 2015 Kate was instrumental in State Street gaining recognition as an ACCA Canada approved employer.
During her time with State Street, Kate built and led high-performing teams and was known for cultivating collaboration, innovation and inclusivity.
Kate has a BA in Finance and Economics from the National University of Ireland Maynooth.
She is a Chartered Professional Accountant (CPA) and is a member of the Association of Chartered Certified Accountants (ACCA).
In 2013 Kate was appointed Secretary of ACCA in Canada.
Kate O'Brien active positions
Companies | Position | Start |
---|---|---|
First Ascent Ventures Management Inc
First Ascent Ventures Management Inc Investment ManagersFinance First Ascent Ventures Management Inc (First Ascent Ventures) is a venture capital firm founded in 2015 by Richard C. Black and Tony van Markenthey. The firm is headquartered in Toronto, Canada with additional office in California. | Private Equity Investor | 31/05/2022 |
Former positions of Kate O'Brien
Companies | Position | End |
---|---|---|
Association of Chartered Certified Accountants
Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Corporate Officer/Principal | 30/04/2014 |
Training of Kate O'Brien
Maynooth University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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First Ascent Ventures Management Inc
First Ascent Ventures Management Inc Investment ManagersFinance First Ascent Ventures Management Inc (First Ascent Ventures) is a venture capital firm founded in 2015 by Richard C. Black and Tony van Markenthey. The firm is headquartered in Toronto, Canada with additional office in California. | Finance |
Association of Chartered Certified Accountants
Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Commercial Services |
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