Experience

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  GP Fund Solutions

  • United States
  • Financial Services
  • 100 - 200 Employee

  • Director

    • Jan 2023 - Present

  • Associate Director

    • Jan 2022 - Jan 2023

  • Fund Controller

    • Dec 2020 - Dec 2021

  • Associate Fund Controller

    • Dec 2019 - Dec 2020

  • Senior Fund Accountant

    • Dec 2017 - Dec 2019

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  KPMG US

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Audit Associate

    • Jul 2017 - Dec 2017

    • Execute daily fieldwork activities of engagements, including training and delegation of work to staff• Supervise engagement to bring it to completion within budgeted hours and maintain budget to actual information for engagement• Provide performance feedback and training to staff during review of staff work papers for accuracy and completeness• Participate and provide input in planning meetings to help determine audit risks and develop substantive testing plans• Performe substantive testing of account balances which supported client financial statements to determine reliability of those financial statements• Develop and maintain effective professional working relationships with client personnel

  • Audit Associate

    • Aug 2015 - Jul 2017

    • Participated and provided input in planning meetings to help determine audit risks and develop substantive testing plans• Performed substantive testing of account balances which supported client financial statements to determine reliability of those financial statements• Acquired relevant understanding of AICPA and PCAOB standards to apply professional judgment in the preparation and development of workpapers to support work completed during an audit or review.• Became proficient with firm software including IDEA.

• 

  KPMG US

  • Albany Area, New York

  • Audit Intern

    • Jan 2014 - Mar 2014
    • Albany Area, New York

    • Assisted an engagement team for a 12/31 year-end audit of a private SEC registered company • Worked over 280 hours while taking classes as well • Performed basic audit test work, furthered accounting and audit knowledge, developed teamwork and communication skills

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  Siena College

  • Assistant to Resident Director

    • Sep 2010 - Sep 2013

    Complete variety of tasks for the Director, including writing flyersCoordinate and manage events in the Residence Hall

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  Subway

  • Shift Manager

    • Jan 2010 - Jun 2013

    Managed Subway customer appreciation day during which 1,200 subs were preparedSupervised a shift of staff that averaged 75 subs per hourDelegated tasks to staff, including clean-up, preparation, and making the subs

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  Ballston Area Recreation Commission

  • Field Maintenance and Grounds Keeper

    • Mar 2007 - Aug 2010

    Seeded, mowed, watered, painted and laid out 6 soccer fieldsHad oversight of the 3-person crew who performed these tasks