Experience

SRS Acquiom

• United States
• Financial Services
• 100 - 200 Employee

• Finance Director

  • May 2023 - Present

• Associate Finance Director - Shareholder Advisory

  • Mar 2021 - May 2023

  ● Serves as a shareholder representative for post-closing financial matters in M&A transactions - including purchase price adjustments, earnout payments, and regular tax matters● Manages communications between cross-functional parties on deals regarding post-closing matters, including individual investors and C-suite executives● Saved clients over $55M through detailed accounting analysis of closing statements, contract terms, and negotiation● Executes files and work based on various legal agreements and documentation requirements● Redefined major internal process to better manage and track deal volume and communications● Leads on-boarding and creates training materials for new-hires in the department Show less



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Senior Associate Auditor

  • Jul 2020 - Mar 2021

  ● Created and executed detailed audit plans to inform both internal and external teams, proposing plan recommendations● Analyzed large data sets using programs such as Power BI and IDEA to make financial testing decisions● Lead the organization and application of necessary decision making and analysis skills to execute an effective audit● Achieved a successful job rating throughout my career, recognized as a high performer due to work ethic, professional skepticism, and team camaraderie Show less

• Audit Associate

  • Aug 2018 - Jul 2020

  • Serves as an in-charge associate on the firm’s audit engagements, exclusively in the Retail and Telecommunications industries• Performs risk assessment procedures including the testing of control environments for public companies• Plans and performs substantive testing procedures to address identified risks• Collaborates with team members of varying levels to complete detailed audit work papers• Creates and executes detailed audit plans and overall team execution plans



Illini 4000

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Treasurer

  • Sep 2015 - Aug 2018

  Rider (2015 - 2016) --Served as the summer treasurer, tracking all expenses and donations for the duration of the ride --Surpassed stretch goal of raising $5,000 after passing required goal of $3,500 --Biked 4,500 miles across the country in the Summer of 2016 Treasurer (2016 - 2018) --Served on a 7 member student board of directors running a non-profit raising money for cancer --Handled the organization's financials and 501(c)(3) tax compliance --Interacted with individuals and businesses in efforts to create sponsorships --Participated in the training committee that leads twice weekly workouts for current Bike America team members --Lead a 3 person committee that deals with fundraising efforts --Assisted in campus-wide recruiting and event planning efforts Show less



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Audit Intern

  • Jan 2017 - Mar 2017

  -- Served as an intern on the firm’s audit engagements, exclusively in the asset management and public sector. -- Performed substantive testing procedures as evidence to support relevant assertions. -- Collaborated with team members to complete detailed audit work papers in an efficient and organized manner. -- Completed a 3 week rotation within the Investigations practice in Advisory. -- Served as an intern on the firm’s audit engagements, exclusively in the asset management and public sector. -- Performed substantive testing procedures as evidence to support relevant assertions. -- Collaborated with team members to complete detailed audit work papers in an efficient and organized manner. -- Completed a 3 week rotation within the Investigations practice in Advisory.