Michael Nicolas, CFA, CIPM

Independent finance consultant with 20+ years of experience in treasury, fund administration, investment operations, and financial reporting across family office, mutual fund, and institutional asset management settings. CFA charterholder and Certifcate in Investment Performance Measurement (CIPM) holder. I work with clients on a fractional, interim, or project basis — providing senior-level financial leadership without the cost or commitment of a full-time hire.

How I Can HelpFractional / Interim CFO
Ongoing financial oversight, board and investor reporting, budgeting and forecasting for small to mid-sized organizations, funds, or family offices.Treasury & Liquidity Advisory
Cash forecasting, capital call and distribution processing, liquidity planning, and banking relationship management.Fund Administration & Accounting Advisory
NAV oversight, valuation and pricing committee support, fund taxation coordination, and vendor/audit management.Investment Operations Consulting
Portfolio rebalancing support, Investment Policy Statement review, and performance measurement of underlying managers.Regulatory & Financial Reporting
SEC filings (N-PX, N-CSR, N-SAR, N-Q), FATCA/KYC-AML compliance coordination, internal controls and policy documentation.Family Office Advisory
Client reporting frameworks, Investment Committee support, and process/controls design for single- and multi-family offices.Credentials
CFA Charterholder · Certificate in Investment Performance Measurement (CIPM) · CMA (inactive) · M.S., Accounting-Tax, California State University, Sacramento · B.S., Management, Ateneo de Manila University

Let's TalkFamily offices, registered funds, RIAs, and PE-backed or growth-stage companies seeking senior treasury, fund administration, or CFO-level financial leadership — I'd welcome a conversation.[email protected] | (916) 505-1481