Partner

• Oct 2016 - Present

As a partner in the firm’s assurance services practice, I provide accounting, assurance and consulting services to clients in a variety of industries. I also have a specific interest in investment funds. Prior to rejoining WB&L, I worked with investment management organizations as a controller and a service provider (fund administration). I’ve lived through audits as both the practitioner and the client. The experience on the other side makes me a better business partner; I can put myself in my client’s shoes and understand their needs and issues.

Fund Controller - Single Family Housing (SFR)

• Jul 2015 - Oct 2016

At Premium Point, I led the accounting for the company’s venture into single family housing, a developing strategy for the company at the time. I oversaw the accounting and financial reporting of an operation owning approximately 400 single family homes in the southeast across multiple entities. I created the structure and processes to facilitate detailed accounting at the individual property level allowing us to track and report on key metrics for each individual property. I worked closely with management to develop and implement controls to adequately safeguard investor funds. Unfortunately, Premium Point closed its doors in 2016 and did not launch a fund in this strategy to outside investors.

Fund Controller

• Mar 2013 - Jul 2015

As controller, I was responsible for all aspects of accounting and financial reporting for approximately $1 Billion of assets under management across multiple funds with varying investment structures. This included managing an accounting group performing A/P, A/R, and cost accounting for over 60 discrete real estate investments (>600,000 acres) across the United States.While at Timbervest, I streamlined processes to reduce quarterly close time and guided all audits to smooth completion well in advance of deadlines. I worked closely with the COO to develop performance attribution reporting and performance forecasting. I made improvements to Timbervest’s cash management process, resulting in an increased frequency of distributions to the limited partners and minimal excess cash held by the funds.I was a key member of the investor relations group. I oversaw the partner allocation process and generation of quarterly partner statements. I was a contributor and editor of communications such as annual meeting materials and quarterly fund updates. On a regular basis, I interacted with limited partners to fulfill custom reporting requests and answer accounting related inquiries.

Accounting Manager/Senior Accountant

• Dec 2011 - Mar 2013

Account Manager/Fund Accountant

• Jun 2010 - Dec 2011

Responsible for the daily and monthly accounting for multiple investment funds with varying structures and investment strategies. Function as preliminary reviewer on investment funds serviced by other account managers. Prepare financial statements including footnote disclosures and financial highlights for the annual audits. Prepare audit related support. Responsible for the daily and monthly accounting for multiple investment funds with varying structures and investment strategies. Function as preliminary reviewer on investment funds serviced by other account managers. Prepare financial statements including footnote disclosures and financial highlights for the annual audits. Prepare audit related support.

Audit Senior

• Jul 2005 - Jun 2010

Plan and perform financial statement audits of several industries including: manufacturing and distribution, retail leasing, financial, temporary staffing, software, and 401(k) plans. Supervise the performance of audit procedures and application of accounting principles by staff auditors. Research and develop positions on audit and accounting issues. Prepare financial statements and footnote diclosures in accordance with GAAP. Recommend procedural changes to clients to improve their internal controls or enhance operations.