Director of Financial Reporting

Jamie manages Green Square’s reporting platform, Black Diamond, creating custom reports for client’s based on their reporting needs.  She works closely with the relationship managers to create presentation material and customized reports for client performance review meetings, institutional board meetings, and private foundations. She handles client billing, updates and reconciles activity for the alternative investments in Black Diamond, and handles internal reporting for the company. Prior to joining Green Square, she was the Director of Portfolio Accounting at Southeastern Asset Management. Jamie received her Bachelor of Administration in Accounting from Auburn University and earned her Master in Accountancy from the University of Alabama.

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