Experience

LBK Roofing

• United States
• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2023 - Present



IQ-EQ

• Luxembourg
• Financial Services
• 700 & Above Employee

• Private Equity Senior Associate

  • Jan 2022 - Apr 2023

  Dallas, Texas, United States • Work directly with management teams at leading private equity firms, providing operational support to clients ranging from $50 million to $500 million in AUM • Lead the daily back-office operations for private equity firms • Prepare quarterly and annual financial statements across entire fund structures using programs such as Investran and Quickbooks. • Manage the annual audit (including drafting annual financial statements; balance sheet, income statement, statement of partners’… Show more • Work directly with management teams at leading private equity firms, providing operational support to clients ranging from $50 million to $500 million in AUM • Lead the daily back-office operations for private equity firms • Prepare quarterly and annual financial statements across entire fund structures using programs such as Investran and Quickbooks. • Manage the annual audit (including drafting annual financial statements; balance sheet, income statement, statement of partners’ capital, schedule of investments, etc.) • Review management fee and incentive fee calculations, partner allocations, and monthly accruals • Oversee all cash movements and cash controls of the fund and other related entities Show less



Blue River Partners, LLC

• Private Equity Associate

  • Jan 2020 - Dec 2021

  Dallas, Texas • Prepare journal entries, reconcile bank accounts and maintain general ledger • Prepare weekly, monthly, quarterly, and annual financial statements across entire fund structures using programs such as QuickBooks and Investran. • Handle daily/routine client information requests and fulfill ad-hoc requests as needed • Prepare capital call and distribution calculations, investor allocations and investor notices, monitor and reconcile associated cash receipts and disbursements •… Show more • Prepare journal entries, reconcile bank accounts and maintain general ledger • Prepare weekly, monthly, quarterly, and annual financial statements across entire fund structures using programs such as QuickBooks and Investran. • Handle daily/routine client information requests and fulfill ad-hoc requests as needed • Prepare capital call and distribution calculations, investor allocations and investor notices, monitor and reconcile associated cash receipts and disbursements • Allocate income and expenses to the partners’ capital accounts and prepare capital account statements Show less



La Quinta by Wyndham

• Hospitality
• 700 & Above Employee

• Front Desk Staff

  • Mar 2017 - Aug 2017

  Dallas/Fort Worth Area • Reconciling all hotel cashier transactions; reviewing, organizing and compiling management reports on a timely basis and ensuring the accuracy of guest billings and city ledger transactions • Kept accounts in balance and ran daily reports to verify totals • Planned coverage needs and organized services to support incoming special events