Forensic Accounting, Valuation & Litigation Manager

• May 2022 - Present

Senior Valuation, Forensic & Litigation Analyst

• Sep 2016 - Apr 2022

Involved in the conduct of forensic accounting and valuation engagements. Including the valuations of privately held business enterprises, professional practices for use in matrimonial proceedings, mergers and acquisitions, gift and estate tax planning, and litigation.

Valuation, Forensic & Litigation Intern

• May 2015 - Sep 2016

Involved in a variety of forensic accounting engagements, ranging from fraud investigations and damage calculations to marital dissolution and disputes involving high net worth individuals. • Performed financial analysis, document review and research.• Assisted in the discovery process, asset tracing and marital spending analysis.• Assisted in preparation of exhibits and background information for expert witness testimony.• Prepared computations and reports.• Drafted correspondence and internal documents for review by partners and managers.• Stayed informed on current issues and developments in business valuation and forensic accounting.• Gathered data from client records to develop relevant facts. Show less

Residential Counselor

• Oct 2011 - Apr 2017

Worked in certified group homes throughout the Capital District supporting adults with developmental and intellectual disabilities including, Cerebral Palsy, Down syndrome, Autism spectrum disorders, and other neurological impairments. • Responsible for assisting, providing, and promoting independence in residential consumers' daily treatment, care and services. • Responsible for assisting in the implementation of individualized residential rehabilitation services, as outlined in the consumers Individualized Plan of Services. • Ensured the health, safety, and welfare of the residents in the program. • Provided supportive guidance and mentoring by working closely with therapists, supervisors, nursing staff and case managers. • Mentored and trained new staff to ensure that the workplace is a positive and productive environment. • Provided transportation to residents to medical appointments, community outings, meetings, or other locations by driving agency vehicles. • Handled and maintained individual/agency finances ethically, honestly and accurately with appropriate documentation and receipts. • Obtained and maintained all required certifications and trainings such as Strategies for Crisis Intervention and Prevention – Revised (SCIP-R), First Aid, CPR, Back Injury Prevention, and Approved Medication Administration Personnel (AMAP). Completed annual OSHA required safety trainings such as handling blood borne pathogens and fire safety. • Maintained confidentiality of records/information according to HIPAA, State, Federal laws and guidelines. Show less

Audit and Assurance Intern

• Jan 2015 - Apr 2015

• Prepared prospective financial statements. • Prepared corporate, partnership and individual tax returns. • Identified and communicated accounting and auditing matters to seniors and managers. • Prepared prospective financial statements. • Prepared corporate, partnership and individual tax returns. • Identified and communicated accounting and auditing matters to seniors and managers.

Tax Intern

• Feb 2014 - Apr 2014

• Prepared individual tax returns using ProSystem Fx software. • Worked directly with partners, managers, and company employees as a team to accomplish various projects. • Prepared individual tax returns using ProSystem Fx software. • Worked directly with partners, managers, and company employees as a team to accomplish various projects.

Senior Senator

• Sep 2012 - Jun 2013

• I represented my constituents’ opinions and concerns by assessing problems and coordinating positive improvement. • Served as an adviser and counsel to junior members of the Student Senate. • Helped in distributing capital budget funds near of $1 million for student activities on campus.• Responsible for the creation and promotion of student involvement on campus.

Business Law Peer Tutor

• Sep 2012 - May 2013

Tutored in the Learning Assistance Center primarily in Business Law; developed and implemented effective methods for conveying material to students on a one to one basis.

Customer Service Representative

• May 2011 - Oct 2011

• Assisted customers effectively by answering inquiries. • Accurately recorded, remembered, and verbally communicated detailed information. • Provided support to sales personnel, and senior sales management. • Assisted customers effectively by answering inquiries. • Accurately recorded, remembered, and verbally communicated detailed information. • Provided support to sales personnel, and senior sales management.