Experience

Harvard Management Company

• Financial Services
• 1 - 100 Employee

• Associate Director - Performance & Analytics

  • Aug 2022 - Present

• Associate Director - Finance

  • Dec 2019 - Aug 2022

  • Experience with valuation of timberland, row crop, and permanent planting direct investments located in South and Central America, West Coast United States, and Australia• Maintain day-to-day operations of portfolio; coordinate information sharing with local managers, investment team, and other internal departments• Completed and maintained several projects for presentation to senior management and BOD

• Senior Associate - Finance & Accounting, Natural Resources

  • Dec 2018 - Nov 2019

• Associate - Finance & Accounting, Natural Resources

  • Mar 2017 - Nov 2018

• Associate - Portfolio Controller, Public Markets

  • Jul 2016 - Mar 2017

  • Produced daily P&L reporting for portfolio managers of equity and fixed income portoflios• Assisted with development and maintenance of two capital usage reports for management• Conducted monthly reconciliation of derivative valuations using Bloomberg modeling • Maintained integrity of books and records by adhering to daily and monthly accounting procedures• Provided support for multiple daily pricing processes as needed

• Associate - Investment Operations, Public Markets

  • Jun 2014 - Jun 2016

  • Researched & resolved the obstructed flow of trades through various internal systems (VPM, Murex)• Supported and coordinated setup of multi-tiered portfolio structure with several internal groups• Identified and escalated areas for improvement in order to increase process efficiencies• Assisted with recruitment, selection, training and management of co-ops/interns • Coordinated daily reconciliation of transactions and positions across internal systems and external entities• Provided support to other areas within ops, including derivative payments and prime broker collateral Show less



Northeastern University

• United States
• Higher Education
• 700 & Above Employee

• Peer Mentor

  • Sep 2013 - May 2014

  • Critiqued and supported the development of resumes 120 freshmen and transfer students • Provided guidance regarding courses, co-op, and student life at Northeastern • Critiqued and supported the development of resumes 120 freshmen and transfer students • Provided guidance regarding courses, co-op, and student life at Northeastern



Harvard Management Company

• Financial Services
• 1 - 100 Employee

• Position Management Co-op

  • Jan 2013 - Jan 2014

  Reconciliation & Trade Flow (March 2013 – January 2014) • Completed 12 daily reconciliations of cash transactions between HMC and its counterparties • Recorded and analyzed manual efforts performed in recons to suggest logic enhancements with intent of saving FTE time • Worked with external IT support staff to test implementation of new logic • Compiled quarterly repurchase agreement and stock loan position audits with 8 counterparties Derivative Operations (January 2013 – February 2013) • Reconciled daily repo, stock loan, and prime broker positions • Sent outgoing calls and verified incoming calls when collateral movements were necessary • Worked with clients to solve any intraday discrepancies Show less



GE Power

• United States
• Electric Power Generation
• 700 & Above Employee

• Financial Management Program Co-op

  • Jan 2012 - Jun 2012

  • Utilized business reporting tools to load and manage 9,000+ account reconciliations • Responded to ad hoc project requests including transaction inquiries and account risk analysis • Compiled daily trial balance reconciliations and other critical reports during month and quarter close • Transitioned global management of HQ account reconciliation tool to offsite controllership team • Performed general accounting functions including journal entries and account reconciliations across 70+ sites • Worked proactively with team to implement 13 process simplifications and improvements Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Fund Accounting Specialist

  • Jan 2011 - Jun 2011

  • Completed daily reconciliation of two composite bond funds for a key client • Priced and projected the two funds simultaneously each night under strict time constraints • Worked in conjunction with the client to resolve intraday issues regarding income, expenses, and pricing • Completed daily reconciliation of two composite bond funds for a key client • Priced and projected the two funds simultaneously each night under strict time constraints • Worked in conjunction with the client to resolve intraday issues regarding income, expenses, and pricing



Brooks School Day Camp

• Group Counselor

  • Jun 2008 - Aug 2010