Accountant / Investment Analyst

• Jun 2021 - Present

-Promoted to government classification after successfully meeting and/or exceeding expectations in role -Implemented efficiencies to close month-end in 5 business days from original 25-30 day close period -Responsible for budget reporting and budget-to-actual analysis on a monthly and annual basis company wide -Annually project company wide budget metrics to within 95% of actual expenditures -Successfully implemented new investment accounting software (Clearwater) for efficiencies… Show more -Promoted to government classification after successfully meeting and/or exceeding expectations in role -Implemented efficiencies to close month-end in 5 business days from original 25-30 day close period -Responsible for budget reporting and budget-to-actual analysis on a monthly and annual basis company wide -Annually project company wide budget metrics to within 95% of actual expenditures -Successfully implemented new investment accounting software (Clearwater) for efficiencies in the month-end close and internal investment reporting metrics -Tasked with investment compliance - monitoring of AUM $18b of investment manager trading activity and portfolio makeup against our investment policy and rectifying discrepancies with over a dozen investment managers -Responsible for investment performance monitoring of AUM $18 billion. -Responsible for the quarterly and annual NAIC statutory filings for the California Earthquake Authority

Senior Accountant

• Sep 2019 - Jun 2021

Senior Associate - Family Office Services

• Aug 2018 - Aug 2019

-Manager of Accounts Payable Process -Responsible for Bookkeeping and Financial Reporting for Clients -Manager of Accounts Payable Process -Responsible for Bookkeeping and Financial Reporting for Clients

Staff Accountant

• Jan 2018 - Aug 2018

Assurance Associate

• Sep 2016 - Sep 2017

Industry exposure: Wealth and asset management Insurance Biotechnology Banking and Capital Markets Industry exposure: Wealth and asset management Insurance Biotechnology Banking and Capital Markets

Graduate Student Instructor

• Jun 2016 - Aug 2016

Tutor of graduate accounting students Lead teaching assistant for Managerial Accounting Lead tutor for Intermediate Accounting B, Advanced Accounting Tutor of graduate accounting students Lead teaching assistant for Managerial Accounting Lead tutor for Intermediate Accounting B, Advanced Accounting

Investment Analyst Intern

• Aug 2015 - Dec 2015

Endowment Investing Endowment Investing