Margaret Simmons


As a Controller at Vallit Advisors, Margaret has over 16 years of experience executing all spectrums of financial analysis and management, including budgeting, forecasting, reporting, modeling, and conducting audits. Proven success in analyzing complex metrics, overseeing general ledger, and developing analysis for investment portfolio to attain organizational objectives. Adept at monitoring, updating, and managing payroll systems. Instrumental in creating, and reviewing financial reports/statements as well as identifying and mitigating risks with in-depth knowledge and portfolio management.  Articulate communicator with aptitude to forge long-term professional relationships with exceptional leadership, analytical, interpersonal, and problem-solving skills.

  • Master of Accounting & Financial Management, University of Maryland Global Campus, Adelphi, MD
  • Bachelor in Accounting & Business Administration, University of Maryland Global Campus, Adelphi, MD