Finance and Operations Manager

• Sep 2023 - Present

Financial Management: Oversee all financial activities and operations, (budgeting, forecasting, cash flow management, capital calls, distributions, K-1s, etc.) Compliance: Ensure compliance with applicable accounting standards, regulations, and tax requirements. Reporting: Prepare and review of quarterly/annual financial reporting for balance sheet, P&L, capital accounts, etc. Portfolio Management: Assist in monitoring and tracking the performance of portfolio companies. Audit Management: Coordinate and manage internal and external audits, ensuring timely completion and resolution of audit findings Investor Relations: Interact with LP investors, respond to inquiries, provide financial updates, and ensure investor satisfaction. Show less

Senior Analyst

• Jan 2021 - Present

Analyst

• Jan 2019 - Jan 2021

Accountant II

• Mar 2017 - May 2020

Assisted in creating internal controls to assist EVO to become a publicly traded company Worked with eleven different subsidiaries both domestic and international Automated and Streamlined Journal Entry process by developing new processes and files using MACROs Resolved all reconciliations for AP department to pinpoint the source of each entity’s sub ledger to general ledger variance Updated and maintained balance compositions and lead sheets for SG&A expenses Worked with treasury to create budget reports to assess future expenses Show less

Accountant I

• Nov 2015 - Mar 2017

Payroll Analytics Bank Recs Created and maintained Accrual Schedule for Vendors Provided support for Auditors Payroll Analytics Bank Recs Created and maintained Accrual Schedule for Vendors Provided support for Auditors