Experience

RPD Fund Management LLC

• United States
• Investment Management
• 1 - 100 Employee

• Financial Controller

  • Jan 2023 - Present



The Olayan Group

• Investment Management
• 200 - 300 Employee

• Listed Equites Accountant

  • Jun 2021 - Jan 2023



Untracht Early

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jan 2019 - Jun 2021

  Audit Work • Prepared and reviewed financial statement audits for hedge fund, private equity, and RIA clients with international subsidiaries and consolidated financials. • Experienced audit testing of internal controls, revenue recognition (ASC 606), analytical audit procedures, audit sampling, GAAP, GAAS, IFRS and special purpose framework audits. • Organized audit binders and handled client communication. Outsourced Accounting Work • Performed outsourced fund accounting work within the financial service industry including booking of daily cash activity, monthly reconciliations, and schedules for client’s month-end close. • Developed monthly accrual schedules to satisfy clients month-end close accounting needs • Analyzed financial statements and activity to ensure accurate booking of transactions on a monthly basis. • Experienced working with large accounting data sets and databasing for special projects. • Communicated and worked together within a team and managed and trained lower level staff to satisfy all accounting needs in a timely manner. Show less



Clarabridge (acquired by Qualtrics)

• United States
• Software Development
• 1 - 100 Employee

• Sales Operation Intern

  • Jun 2018 - Jun 2018

  • Project lead on creating and implementing sales forecast and pipeline dashboard for managements use. • Created organization charts for account executive’s client list using Lucidchart for Salesforce. • Maintained Salesforce database by managing client accounts and customizing and creating reports. • Cleansed large data sets for solutions engineering team to create highly detailed product demos that would reduce the need for proof of concepts during the sales cycle. • Project lead on creating and implementing sales forecast and pipeline dashboard for managements use. • Created organization charts for account executive’s client list using Lucidchart for Salesforce. • Maintained Salesforce database by managing client accounts and customizing and creating reports. • Cleansed large data sets for solutions engineering team to create highly detailed product demos that would reduce the need for proof of concepts during the sales cycle.



Annapolis Sailing School

• Baltimore, Maryland Area

• Try – Sail Instructor, Marina Hand

  • May 2015 - Aug 2015

  • Help customers rig their sailboat and ensure they enjoy their experience. • Responsible for the management and appearance of the property. • Set up and facilitated corporate events, parties, weddings, etc. held on company property. • Gave 2-hour long basic sailing lessons to adults. • Help customers rig their sailboat and ensure they enjoy their experience. • Responsible for the management and appearance of the property. • Set up and facilitated corporate events, parties, weddings, etc. held on company property. • Gave 2-hour long basic sailing lessons to adults.