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Wendy N. Roberts

Wendy N. Roberts

Accounting Analysis II, Assistant Vice President

Wendy is a seasoned financial services professional with more than a decade of experience in financial data analysis, accounting operations, and regulatory compliance. As an Accounting Analysis II and Assistant Vice President at Circumference FS (USA) Inc., Wendy plays a critical role in ensuring financial accuracy and integrity. She is responsible for analyzing financial statements, preparing and posting accruals and journal entries, executing monthly and quarterly accounting close processes, and maintaining compliance with internal policies and regulatory requirements.

 

Wendy is known for her meticulous attention to detail, commitment to meeting deadlines in line with service level agreements, and her ability to provide strategic financial insights. Her strong command of financial management software and compliance frameworks enables her to support both client needs and internal stakeholders effectively.

 

Prior to joining Circumference through its predecessor firm, Wilmington Trust, Wendy held a senior financial role at Comcast Corporation. There, she managed a multi-million-dollar Intercompany Note Portfolio across domestic and international operations and oversaw functions including payroll, accounts payable, and reconciliations.

 

Wendy holds a Bachelor of Science in Accounting from Widener University and earned her MBA in Finance from the University of Wilmington. Her deep expertise in financial governance and regulatory environments makes her a valued advisor and leader in the financial services industry.


Other Team Members


Ann Yu
Ann Yu Senior Tax Associate, Assistant Vice President
Bernadette B. Cooper
Bernadette B. Cooper Vice President, Relationship & Accounting Manager
Elizabeth F. Bothner
Elizabeth F. Bothner Vice President and Senior Client Administrator
Erin K. Staudt
Erin K. Staudt Vice President and Senior Client Administrator
Haley Little
Haley Little Accounting Analyst II, Assistant Vice President
Heather R. Hill
Heather R. Hill Assistant Vice President and Senior Client Administrator
Jennifer Rossiter
Jennifer Rossiter Client Administrator II
Jennifer Schlosberg
Jennifer Schlosberg Senior Tax Manager, Senior Vice President
Jim Oldham
Jim Oldham Tax Associate
John O'Neill
John O'Neill Senior Accountant
Kathleen Zackowski
Kathleen Zackowski Client Administrator I
Kathryn (Katie) Francia
Kathryn (Katie) Francia GCM Client Administrator IV, Assistant Vice President
Kisha Williams
Kisha Williams Entity Management Accounting Analyst II, Assistant Vice President
Lisa Goicuria
Lisa Goicuria Director and Senior Vice President
Mariam I. Nowar
Mariam I. Nowar Assistant Vice President – Entity Management Accounting Analyst II
MaryAnn Stewart
MaryAnn Stewart GCM Client Administrator I
Patrick Moran
Patrick Moran Relationship Manager III, Vice President
Paul Paluchniak
Paul Paluchniak Senior Tax Associate, Assistant Vice President
Thomas M. Strauss, CCTS
Thomas M. Strauss, CCTS Director and Senior Vice President
William Langan
William Langan Director and Senior Vice President