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Get to Know Me

Natalie Weller is a Senior Associate at Fund Services Group. Her responsibilities are within our Outsourced CFO Services areas that focus on the financial and investor reporting processes for the registered and private funds of our clients. This involves preparing or reviewing accounting and reporting deliverables for clients and their auditors, managing service providers for our clients, and ensuring operational and regulatory information flows for accounting data are supported.

Prior to joining FSG, Natalie worked as a Senior Accountant for a publicly traded company in the specialized truck and heavy equipment industry, where she was responsible for preparing and reviewing quarterly and annual SEC filings, monthly financial statements, and borrowing base certificates. Earlier in her career, Natalie worked in Deloitte's external audit practice as a senior associate, serving investment management clients.

Natalie holds a Bachelor's in both Accounting and Business Analytics and a Master’s in Accounting from the University of Kansas. She is also a registered CPA in the state of Kansas. In her free time, Natalie enjoys reading, trying new restaurants, and staying active with Pilates and yoga.

Weller

Natalie

SENIOR ASSOCIATE

FSG Team Member
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