1. Vyts P. Kulpa, CFA, CTP
—7401 Scioto Parkway Powell, OH 43065
Phone: 203.253.0408 — E-Mail: vkulpa@yahoo.com VK
Professional Summary
Diversified financial professional with over 15 years of experience in accounting, investment administration,
performance measurement and treasury and securities operations. Strong at working on projects that require
attention to details while staying practical and solution oriented. High level of interpersonal, relational and
customer service skills. Industry lines include: money managers, banks, non-profits and government agencies.
Employers and Experience
ECDI, Columbus, Oh May 2015 - Current
Treasury Supervisor – Allocate and disburse funds for small business micro loans. Reconcile bank, note and loan
balances and post accounting entries. Oversee accounting coordinator responsible for managing loan
payments. Assist with audit preparations for independent auditors and various government agencies.
Zehnder & Smith, CPAs, Dublin, Oh December 2013 – November 2014
Tax Accountant – Prepared individual and small business tax returns.
Ohio BWC, Columbus, Oh July 2007 – July 2013
Investment Administration Manager – Monitored daily investment performance on $25 billion portfolio –
underlying asset classes – US Equities, ACWIexUS Equities, LDFI, TIPS, US Agg, Real Estate.
NLCF, Darien, Ct August 2003 – July 2007
CFO – Oversaw budgeting, financial forecasting and cash flow projection for $1.5 million ministry.
InterSec Research, Stamford, Ct September 1992 – August 2003
Senior Performance Measurement Analyst –Ranked return/risk measures and compared results in peer group
universes and identified sources of attribution. Presented quarterly client results.
Education & Certifications
M.S. Investment Management – Pace University, New York, NY
B.B.A Accounting Information Systems – Pace University, New York, NY
* Chartered Financial Analyst – CFA
* Certified Treasury Professional – CTP
* Certified Human Behavior Consultant & Life Coach
Skills
Investment – calculate, analyze and explain investment returns – knowledge of most asset classes
Treasury – cash management, ACH and Wire transfer money movement, project cash flow
Accounting & Budgeting – prepare and monitor monthly expenditures, post entries
Operations – improve, automate and streamline back office processes