Analyst - Fund and Development Accounting

• Dec 2022 - Present

Assurance Associate

• Oct 2021 - Dec 2022

Private Company Services (PCS) Assurance Associate •Performed audit work for clients in the Real Estate, Franchising, Manufacturing, and Financial Services industries •Offered insights to the client’s senior management with regard to complex accounting and reporting issues including but not limited to FDD filings, 144A Transactions, ASC 606 and 842 implementation, and various derivative positions. •Managed On-shore and Remote teams to meet deadlines and maintain a high level of client service throughout the audit. •Utilized data mangling tools such as Power BI, Tableau, Alteryx, and Microsoft Suite Show less

Student Athlete

• Sep 2017 - May 2021

•Balanced academic commitments with the training necessary to represent Salisbury University’s 12-time Division III National Championship Men’s Lacrosse team. •Nominated by the head coach to serve on the Student-Athlete Advisory Committee •4x Capital Athletic Conference All-Academic Team •Balanced academic commitments with the training necessary to represent Salisbury University’s 12-time Division III National Championship Men’s Lacrosse team. •Nominated by the head coach to serve on the Student-Athlete Advisory Committee •4x Capital Athletic Conference All-Academic Team

Assurance Intern

• Jun 2020 - Aug 2020

Account Executive

• May 2020 - Aug 2020

•Salisbury University Bernstein Award Winner- Salisbury University Entrepreneurship Competition •Salisbury University Bernstein Award Winner- Salisbury University Entrepreneurship Competition

Founder and CEO

• Feb 2016 - Aug 2020

•Established landscaping and hauling business that generated over $120,000 in profit since 2016 •Leverage customer referrals, technologies such as the Nextdoor App, and partnerships with real estate professionals to generate leads for new projects to service commercial and residential clients •Forged date sharing a relationship with another local landscaper to create Microsoft Excel modeling figures to inform pricing structures based upon job type, geography, and equipment/employment needs. •Manage company balance sheet, marketing, revenue collection, equipment management analysis, and hiring while enrolled as a full-time student Show less

IIS Audit Intern

• Jun 2019 - Dec 2019

• Performed the duties of a Staff level Accountant on Investment Industry Service Audits, specifically working with cryptocurrency funds • Utilized Pro-systems fx, Microsoft Suite, and Bloomberg Terminal to update engagement documents, roll-forward accounts, and perform substantive testing on numerous types of funds • Performed the duties of a Staff level Accountant on Investment Industry Service Audits, specifically working with cryptocurrency funds • Utilized Pro-systems fx, Microsoft Suite, and Bloomberg Terminal to update engagement documents, roll-forward accounts, and perform substantive testing on numerous types of funds

Jr. Account Executive (Intern)

• Jun 2018 - Sep 2018

•Utilized Excel and Salesforce CRM to develop a human capital data model that analyzes and maximizes employee performance, projects future revenues, and assists in strategic hiring •Contacted cold and warm leads to establish sales presentations for payroll and ancillary services •Executed day to day tasks within the Payroll division to assist sales reps and enhance the overall bottom line •Utilized Excel and Salesforce CRM to develop a human capital data model that analyzes and maximizes employee performance, projects future revenues, and assists in strategic hiring •Contacted cold and warm leads to establish sales presentations for payroll and ancillary services •Executed day to day tasks within the Payroll division to assist sales reps and enhance the overall bottom line