Associate Vice President, Finance
Joined Instar in 2024
12+ years of experience
Public accounting, financial reporting, fund accounting, auditing, investment management
Katharine Xu joined Instar in 2024, where she is responsible for leading the full-cycle accounting process, implementing key process improvements, executing investor capital calls and distributions, and supporting tax and compliance reporting as well as the year-end audits.
Prior to joining Instar, Katharine was a Director of Finance at Brookfield Canada, where she oversaw financial reporting, fund performance analysis and regulatory compliance. Katharine was the primary liaison for conducting and delivering quarterly consolidated financial forecasts and providing critical insights to senior stakeholders and the Board of Directors. Previously, Katharine was a Senior Manager at KPMG Canada, where she managed significant audit projects for investment funds, pensions and major financial institutions, streamlined the pension audit process across all Canadian offices and led audits for one of the largest pension plans globally.
Katharine holds a Bachelor of Business Administration in Accounting from the University of Toronto and the Chartered Alternative Investment Analyst and Chartered Professional Accountant designations.