Experience

Jewish Federation of Greater Pittsburgh

• Fundraising
• 1 - 100 Employee

• Senior Financial Analyst

  • Sep 2022 - Present



Partners Edge

• Investment Management

• Investment Accountant

  • Jan 2022 - Sep 2022



Woodland Management

• United States
• Investment Management
• 1 - 100 Employee

• Investment Accountant

  • Nov 2021 - Sep 2022



Jewish Federation of Greater Pittsburgh

• Fundraising
• 1 - 100 Employee

• Financial Analyst

  • Mar 2021 - Nov 2021

• Accounting Associate, Special Projects

  • Aug 2019 - Mar 2021



Duquesne Fund Services LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investor Services/Regulatory/Private Investment Accountant

  • Jun 2017 - Jun 2019



BDO USA, LLP

• United States
• Accounting
• 700 & Above Employee

• Experienced Assurance Associate

  • Aug 2016 - Jun 2017

  • Prepared and reviewed financial statements, footnote disclosures, and other supplementary information in preparation for issuance. This includes providing comments on all aspects of the financial statements to ensure mathematical accuracy, internal consistency, and compliance of footnote disclosures with the appropriate authoritative and industry specific pronouncements. • Performed substantive audit procedures surrounding complex areas such as realized and unrealized gains/losses on investment positions, investment income and expenses, dividend income and expenses, capital activity, capital allocations, and financial highlights. • Tested key internal controls for clients by selecting samples of controls to be tested, conducting walkthrough interviews with the client, and reviewing client documentation to determine the design and operating effectiveness of internal controls. • Evaluated SOC reports on controls of service organizations where applicable and communicated with different levels of client management to identify and evaluate areas of significant risk during planning meetings and testing. • Supervised and delegated to audit associates and interns on engagements. • Consistently received high performance ratings on each engagement. Show less



EisnerAmper

• United States
• Accounting
• 700 & Above Employee

• Staff Auditor

  • Nov 2014 - Jun 2016

  • Performed audit, review, and compilation engagements for hedge funds and private equity clients as well as public and private companies in commercial industries. • Recreated capital allocation models in accordance with partnership agreements including allocation of income, fees, and hurdle/high watermark calculations. • Examined funds’ capital structures, management fees, and incentive fees ensuring compliance with the underlying governing fund documents. • Prepared and edited client engagement letters, audit opinions, and financial statements including balance sheet, income statement, statement of cash flows, and any necessary footnote disclosures. • Conducted entire engagements from planning to execution and completion by demonstrating an understanding of client businesses and operations. • Enforced Internal Control processes and communicated weaknesses on clients’ financial statements. Show less



Cantor Fitzgerald

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning & Analysis Intern

  • Feb 2013 - May 2013

  • Prepared comprehensive schedules of the breakdown of SG&A Expenses for evaluation. • Researched recent acquisitions to determine possible methods of cost cutting. • Interacted with FP&A team regularly to contribute to project development. • Prepared comprehensive schedules of the breakdown of SG&A Expenses for evaluation. • Researched recent acquisitions to determine possible methods of cost cutting. • Interacted with FP&A team regularly to contribute to project development.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Internal Audit Intern

  • May 2012 - Aug 2012

  • Analyzed financial statements to ensure adherence to Basel requirements. • Produced detailed assessments of discrepancies within client information. • Analyzed financial statements to ensure adherence to Basel requirements. • Produced detailed assessments of discrepancies within client information.