Tess Cross
Vice President at Monroe Capital LLC
Tess Cross
Vice President at Monroe Capital LLC
Greater Chicago Area
Overview
Work Experience
Vice President
2024 - Current
Assistant Vice President
2023 - 2024
Senior Associate
2021 - 2023
Fall Associate
2020 - 2020
Analyst, Office of Investments
2018 - 2020
Senior Consultant, Hedge Fund Services
2016 - 2018
Audit Senior
2014 - 2016
Served primarily public companies in the financial services industry, with experience in the development of comprehensive risk-based audit plans in order to facilitate the issuance of audit opinions for financial statements and internal control over financial reporting. Responsibilities included research and interpretation of authoritative accounting and reporting guidance, designing and executing substantive audit procedures, and analyzing, reconciling and reviewing complex financial data and underlying schedules.
Financial Reporting Intern
2013 - 2013
• Compiled and reviewed SEC filings of annual, quarterly and one-time financial reports using Wdesk, a cloud-based, multiuser platform that allows real time collaboration, eliminating version control issues and saving time • Improved financial reporting accuracy by applying a single document datamodel – utilizing a single source of information that can be linked to multiple documents which can be updated simultaneously • Incorporated XBRL into financial reports, ensuring compliance with SEC filing regulations, enhancing company visibility and creating interactive data more easily readable by stakeholders
Research and Business Information Intern
2012 - 2012
• Managed the Global Agenda Index project, utilizing Qualtrics survey software and Microsoft Excel to gather data and work with participants in order to produce an annual report • Monitored two international newspapers, flagging relevant articles to be analyzed and applied to clients’ profiles and to forecast economic trends and political events
Vice President of Programming
2010 - 2011
•Collaborated with the Executive Board designed and implemented various social events sponsored by BSG that brought 340 residents together and created a community in an otherwise secluded environment •Administered weekly Board of Governors meetings and Executive meetings to plan government agendas •Submitted budget proposals to the executive board and managed finances for each event
Intern
2009 - 2009
•Scheduled and observed executive meetings with current and potential clients •Facilitated work-loads for top managers •Researched and compiled databases of competitors and clients to keep colleagues up-to-date and informed on our marketing strategy
Intern
2008 - 2008
•Researched competitors and their market strategies in order to better collaborate with the other interns •Attended, documented and observed daily employee meetings in order to send detailed minutes to all staff members