Rajesh Misra, CPA

Raj is an audit manager with BBD's Investment Management Group and has more than 15 years of accounting, audit and financial reporting experience, dedicated exclusively to the service of the investment management industry.

He utilizes extensive accounting, audit and financial reporting expertise to offer unique insight to BBD’s clients regarding the impact of industry issues, including those related to valuation, money market reform, SEC filings, and other industry developments.

Prior to joining BBD, Raj was a financial reporting manager for approximately 120 Funds within two Trusts sponsored by the Nationwide Investment Management Group, including: 

  • Domestic and international equity funds
  • Fixed income funds
  • Money market funds
  • Multi-manager funds
  • Funds of funds
  • Tax exempt funds
  • Multi-strategy funds

While at Nationwide, Raj led an initiative that produced a 20% savings in the total audit cycle time for the Funds through the implementation of new controls, processes and reviews, effectively reducing the cycle from 60 to 48 days.

Raj also was a three-time nominee for the internal Investment Management Group Strategic Impact Award at Nationwide.

Prior to joining Nationwide, Raj served in the mutual fund audit practice of a national accounting firm.

Education

  • Kutztown University- Bachelor of Science, accounting and business administration

Associations

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants