Acquisitions Associate

• Mar 2023 - Present

Acquisitions Analyst

• Oct 2022 - Mar 2023

Finance and Acquisitions

• Dec 2021 - Oct 2022

• Sourced over 150 potential real estate acquisitions across multifamily, retail, office and industrial property types, underwriting assets with value-add opportunity in target markets to provide a stated return for investors • Performed post-close activities for the acquisition of an $18 million office building to be converted to medical office • Implemented processes for monthly financial recording, budgeting and analysis for the firm and its assets under management • Sourced over 150 potential real estate acquisitions across multifamily, retail, office and industrial property types, underwriting assets with value-add opportunity in target markets to provide a stated return for investors • Performed post-close activities for the acquisition of an $18 million office building to be converted to medical office • Implemented processes for monthly financial recording, budgeting and analysis for the firm and its assets under management

Assurance Associate

• Sep 2020 - Nov 2021

• Performed integrated audit and quarterly reviews of a multinational Fortune 100 company in the energy, utilities, and mining industry with over $20 billion in annual revenue • Created new and utilized existing data workflow automation technology to drive efficiency in audit planning and testing, resulting in over 300 billable hours saved annually • Budgeted and managed over 2,000 hours of outsourced testing procedures with PwC Acceleration Center offshore staff annually • Tested… Show more • Performed integrated audit and quarterly reviews of a multinational Fortune 100 company in the energy, utilities, and mining industry with over $20 billion in annual revenue • Created new and utilized existing data workflow automation technology to drive efficiency in audit planning and testing, resulting in over 300 billable hours saved annually • Budgeted and managed over 2,000 hours of outsourced testing procedures with PwC Acceleration Center offshore staff annually • Tested effectiveness of business processes related to financial reporting across four global business segments via inquiry, inspection, and reperformance to assess risk of material misstatement and the impact of control deficiencies Show less • Performed integrated audit and quarterly reviews of a multinational Fortune 100 company in the energy, utilities, and mining industry with over $20 billion in annual revenue • Created new and utilized existing data workflow automation technology to drive efficiency in audit planning and testing, resulting in over 300 billable hours saved annually • Budgeted and managed over 2,000 hours of outsourced testing procedures with PwC Acceleration Center offshore staff annually • Tested… Show more • Performed integrated audit and quarterly reviews of a multinational Fortune 100 company in the energy, utilities, and mining industry with over $20 billion in annual revenue • Created new and utilized existing data workflow automation technology to drive efficiency in audit planning and testing, resulting in over 300 billable hours saved annually • Budgeted and managed over 2,000 hours of outsourced testing procedures with PwC Acceleration Center offshore staff annually • Tested effectiveness of business processes related to financial reporting across four global business segments via inquiry, inspection, and reperformance to assess risk of material misstatement and the impact of control deficiencies Show less

Risk Advisory Intern

• Sep 2019 - Dec 2019

• Performed financial due diligence over engaged clients’ target companies; analyzed quality of earnings, as well as revenue and profit trends, to provide clients with a valuation useful in merger/acquisition decision-making • Conducted research and developed insight into implications of accounting standards updates related to revenue recognition and leases and benchmark interest rate fallbacks, visualizing data within presentation decks to substantiate their impact • Collaborated with… Show more • Performed financial due diligence over engaged clients’ target companies; analyzed quality of earnings, as well as revenue and profit trends, to provide clients with a valuation useful in merger/acquisition decision-making • Conducted research and developed insight into implications of accounting standards updates related to revenue recognition and leases and benchmark interest rate fallbacks, visualizing data within presentation decks to substantiate their impact • Collaborated with engagement team to mitigate business process risk by assessing clients’ internal control environment and selecting and implementing appropriate internal controls to address risks of material misstatement Show less • Performed financial due diligence over engaged clients’ target companies; analyzed quality of earnings, as well as revenue and profit trends, to provide clients with a valuation useful in merger/acquisition decision-making • Conducted research and developed insight into implications of accounting standards updates related to revenue recognition and leases and benchmark interest rate fallbacks, visualizing data within presentation decks to substantiate their impact • Collaborated with… Show more • Performed financial due diligence over engaged clients’ target companies; analyzed quality of earnings, as well as revenue and profit trends, to provide clients with a valuation useful in merger/acquisition decision-making • Conducted research and developed insight into implications of accounting standards updates related to revenue recognition and leases and benchmark interest rate fallbacks, visualizing data within presentation decks to substantiate their impact • Collaborated with engagement team to mitigate business process risk by assessing clients’ internal control environment and selecting and implementing appropriate internal controls to address risks of material misstatement Show less

Vice President of Finance

• Jan 2018 - Dec 2018

• Elected by fellow organization members to collect and allocate over $100k in member dues across nine organized events and two charities while transitioning outdated budgeting and collection processes to more effective systems • Elected by fellow organization members to collect and allocate over $100k in member dues across nine organized events and two charities while transitioning outdated budgeting and collection processes to more effective systems

Audit & Tax Intern

• Jan 2018 - Jul 2018

• Selected as one of two assurance interns to perform financial statement audits and Sarbanes-Oxley control reviews under the supervision of audit staff to ensure financial statements are in accordance with AICPA standards • Applied understanding of tax accounting and utilized tax preparation software to accurately prepare and self-review tax returns and documentation for individuals, partnerships, and corporations • Selected as one of two assurance interns to perform financial statement audits and Sarbanes-Oxley control reviews under the supervision of audit staff to ensure financial statements are in accordance with AICPA standards • Applied understanding of tax accounting and utilized tax preparation software to accurately prepare and self-review tax returns and documentation for individuals, partnerships, and corporations