Experience

9Yards Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Accountant

  • Jul 2022 - Present

  - Responsible for cash management / bank accounts, loans and lender reporting, fund accounting, investor reporting, capital transaction management, and other general functions - Supports the reconciliation bank statements, prepares cash flow forecasts, performs month-end close entries, and manage the processing of inter-company funding - Responsible for management of external audits, coordinate and oversee the annual audit process, manages schedule and successfully meets tight deadlines - Responsible for cash management / bank accounts, loans and lender reporting, fund accounting, investor reporting, capital transaction management, and other general functions - Supports the reconciliation bank statements, prepares cash flow forecasts, performs month-end close entries, and manage the processing of inter-company funding - Responsible for management of external audits, coordinate and oversee the annual audit process, manages schedule and successfully meets tight deadlines



Assure

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Associate - Special Operations

  • Oct 2021 - Jul 2022

  - Worked directly with VIP clients that run large VC funds and crypto/blockchain projects to set up and buy their investments and maintain professional relationships- Created and refined operational processes related to cryptocurrency sales and operations, Hubspot communications and reporting, and Salesforce data storage- Mentored and and oversaw and the primary revenue generating team in Operations (6-12 analysts) that purchases hundreds of private assets and bring in over $1 million in revenue each month- Managed a team of 3 data analysts working to migrate thousands of clients and their financial data to a new investment software, coordinating heavily with tech and client experience teams to ensure a smooth transition- Created dashboards using Domo, Hubspot, Salesforce, and Excel to assess team productivity and provide financial models to support the fast-growing business- Sourced, delegated, and resolved company-wide projects to improve data integrity and cut company costs Show less

• Senior Financial Analyst, Team Lead

  • Sep 2020 - Oct 2021

  - Managed a deal flow increase of over 200% in a 6 month period alongside the team- Mentored a team of 5 that closed over 200 investments and purchases over 300 assets monthly- Reviewed and approves wires that move over $300 million in asset purchases every month- Key player in the workflow design and transition to Hubspot as the company's communication CRM- Trained over a dozen team members on how to close SPVs, and continuously train various teams and their managers on creating and closing SPVs using programs like Salesforce, Excel, Trello, and Hubspot- Audited thousands of SPVs and rolling funds for accurate tax returns and K1 filings Show less

• Financial Analyst

  • Jun 2019 - Sep 2020

  -Created over 250 LLCs and bank accounts for venture capitalists and angel investors to purchase over $236 million in assets-Reviewed legal documents (SAFEs, stock purchase agreements, convertible promissory notes, etc.) for technical information to record asset values -Created and implemented a process management tool with Trello used by the Operations Team-Successfully maintained over 100 active client relationships with well-known venture capitalists and communicated with over 3,000 investors -Cleaned and imported over 8,000 invoicing and revenue records from individual excel spreadsheets to Salesforce using Parabola, saving Assure thousands of labor hours Show less



ACLU OF UTAH FOUNDATION INC

• Legal Intake Intern

  • Feb 2019 - May 2019

  •Assessed 5-10 legal complaints per week to determine if any civil violations have occurred and responded accordingly •Performed research for paralegals to determine legality of civil complaints •Assessed 5-10 legal complaints per week to determine if any civil violations have occurred and responded accordingly •Performed research for paralegals to determine legality of civil complaints



University of Utah: Department of Finance

• Teaching Assistant: Investments

  • Jan 2018 - May 2019

  •Tutored students in the principles and mathematics of investing in the U.S stock market •Graded weekly homework assignments, term projects, and exams •Tutored students in the principles and mathematics of investing in the U.S stock market •Graded weekly homework assignments, term projects, and exams



Ben McAdams for Congress

• Intern

  • Feb 2018 - Nov 2018

  •Accompanied and assisted the Mayor/Congressional candidate to events around Salt Lake City to boost public support •Represented Ben McAdams at county and state district primaries to communicate with delegates and simplifying his policy positions and lobby votes for his nomination •Trained on average 5 volunteers per week how to canvas and how to use MiniVan and VoteBuilder •Communicated with over 2,000 Utah voters and helped win the election by a margin of about 900 votes •Accompanied and assisted the Mayor/Congressional candidate to events around Salt Lake City to boost public support •Represented Ben McAdams at county and state district primaries to communicate with delegates and simplifying his policy positions and lobby votes for his nomination •Trained on average 5 volunteers per week how to canvas and how to use MiniVan and VoteBuilder •Communicated with over 2,000 Utah voters and helped win the election by a margin of about 900 votes



U.S. Senator Catherine Cortez Masto

• Intern

  • May 2017 - Aug 2017

  •Communicated to constituents regarding personal concerns and recorded their opinions on policy issues •Aided with outreach for local businesses, schools and communities throughout Northern Nevada •Wrote on average 5 letters and 10 certificates per week to outstanding Nevada citizens on behalf of the Senator •Communicated to constituents regarding personal concerns and recorded their opinions on policy issues •Aided with outreach for local businesses, schools and communities throughout Northern Nevada •Wrote on average 5 letters and 10 certificates per week to outstanding Nevada citizens on behalf of the Senator



Ben McAdams for County Mayor

• Intern, Assistant Volunteer Coordinator

  • May 2016 - Nov 2016

  •Recognized for recruiting up to 30 volunteers per month to assist the campaign through phone banking and canvassing •Communicated to over 5,000 people in Salt Lake County about Mayor McAdam’s policy positions, helping to win the election with 57% of the public vote •Recognized for recruiting up to 30 volunteers per month to assist the campaign through phone banking and canvassing •Communicated to over 5,000 people in Salt Lake County about Mayor McAdam’s policy positions, helping to win the election with 57% of the public vote



CBC Advisors

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Administrator

  • Apr 2016 - Sep 2016

  Assisting investment property agents, organizing meetings, distributing commission checks, other basic administrative/reception duties Assisting investment property agents, organizing meetings, distributing commission checks, other basic administrative/reception duties



Arthritis Consultants

• United States
• Medical Practices
• 1 - 100 Employee

• Office Assistant

  • Jun 2014 - Dec 2015

  Scanned and faxed various medical documents (medical records, prescriptions, lab results), organized insurance bills Scanned and faxed various medical documents (medical records, prescriptions, lab results), organized insurance bills



SIERRA NEVADA BALLET

• United States
• Performing Arts
• 1 - 100 Employee

• Ballet Dancer

  • Jan 2009 - Aug 2015

  -Trained as a professional ballet dancer for years, dancing in local productions including Swan Lake, Romeo and Juliet, Coppelia, and the Nutcracker -Competed in Youth America Grand Prix in San Francisco for 3 years, and performed at the Final Round in New York -Trained as a professional ballet dancer for years, dancing in local productions including Swan Lake, Romeo and Juliet, Coppelia, and the Nutcracker -Competed in Youth America Grand Prix in San Francisco for 3 years, and performed at the Final Round in New York