Investments Controller

• Oct 2020 - Present

Long term, strategic family office investors who partner with talented entrepreneurs/management teams and leading companies across global industries. Our partners benefit from the resources of our global operating business, the experience of our internal team, and the strength of our family values. Our investment mandate includes, but is not limited to, public & private equity, venture capital, commodities, and digital assets. Long term, strategic family office investors who partner with talented entrepreneurs/management teams and leading companies across global industries. Our partners benefit from the resources of our global operating business, the experience of our internal team, and the strength of our family values. Our investment mandate includes, but is not limited to, public & private equity, venture capital, commodities, and digital assets.

HOA Director

• Dec 2018 - Jun 2022

Senior Associate - Asset Management

• Nov 2018 - Oct 2020

Serviced a variety of audit clients within the Private Equity, Hedge Fund, Telecommunications/Media, and Industrial sectors. Special projects included valuation of private investments, goodwill analysis, going concern analysis, opening balance sheet procedures, and derivative/equity valuations. Review of company financial forecast by performing independent procedures over WACC, Residual Growth Rates, EBITDA margin analysis. Other duties include: Specified procedures performed around Capital Allocations, Capital Carry, Tranches, Forward Contract hedges, Black-Scholes model, management fee, and incentive fee calculations on Hedge Fund and Private Equity engagements Managing engagement teams ranging from 2 - 8 people Providing financial statement guidance to clients based on company’s legal structures and ASC specific criteria Performing various analytic procedures to understand driver's within the company's business and identify outliers Show less

Assurance Senior

• Oct 2018 - Oct 2018

Assurance Staff

• Sep 2016 - Sep 2018

Served clients in a variety of industries including Real Estate, Technology, Healthcare, and Manufacturing. Services consisted of providing authoritative advice and professionalism throughout transactions, data extracting and analysis, managing team members, and building client relationships to increase efficiencies within each audit. Gained exposure to a large merger in the Healthcare industry with extensive accounting complexities involved.

Supply Chain Intern

• May 2013 - Aug 2013