Staff Accountant

• Dec 2022 - Present

Tax Associate

• Jun 2021 - Nov 2022

Prepared federal, state, and local tax returns for corporations, partnerships, trusts, and individuals. Assisted with an agreed-upon procedures engagement through reporting on procedures and findings as requested by the client; tested the operating effectiveness of contributions, distributions, and K-1s. Maintained funds’ accounts, financial books, and records through monthly accounting, prepared trial balances, and reconciliations. Developed and presented quarterly financial and portfolio reports to internal management. Calculated and reported carried interest and other member allocations for a portfolio of companies. Supported the preparation of SBA exams and requested schedules. Aided in the preparation of partner capital calls and distributions. Show less

Analyst Intern

• Oct 2020 - Aug 2021

Involved in all phases of the M&A process, from initial pitch to transaction closing, by providing support to senior principals and junior level associates with clients in several industries. Conducted industry and company research to identify potential acquisitions, buyers, and investors. Maintained a database of acquisition candidates, assisted in the creation of detailed transaction marketing collateral, and developing detailed, bottom-up financial models. Involved in all phases of the M&A process, from initial pitch to transaction closing, by providing support to senior principals and junior level associates with clients in several industries. Conducted industry and company research to identify potential acquisitions, buyers, and investors. Maintained a database of acquisition candidates, assisted in the creation of detailed transaction marketing collateral, and developing detailed, bottom-up financial models.

Finance Intern

• Jun 2020 - Aug 2020

Consolidated order and service agreements to identify key performance indicators and track trends in profitability, while assisting owners in identifying clients at high risk of attrition. Led data entry workflow during the company’s transition to ServMan ERP software to achieve system implementation goals on schedule and prevent the disruption of operations. Analyzed vehicle fleet’s maintenance records to identify vehicles with above average fuel and repair costs to provide owners with breakeven data for assessing new truck purchases. Networked with potential clients across industry sectors, developed client prospect lists, contacted prospects, generated proposals, and closed a sale for a new client. Show less