Experience

GTIS Partners

• United States
• Investment Management
• 1 - 100 Employee

• Operations Associate

  • Jan 2022 - Present

  New York City Metropolitan Area

• Senior Operations Analyst

  • Jan 2020 - Present

  New York, New York

• Operations Analyst

  • Jan 2018 - Present

  Greater New York City Area

• Property Accountant

  • Apr 2016 - Present

  Greater New York City Area



Citi

• United States
• Financial Services
• 700 & Above Employee

• Accounting Specialist - CPB Finance

  • Feb 2015 - Sep 2015

  Greater New York City Area • Created monthly, quarterly, and event-based journal entries to record transactions associated with Citi Private Banking activities and activities of affiliated Trusts, noting areas in need of, and implementing, process improvements • Monitored status of items in cash accounts daily, maintaining detailed spreadsheet and creating journal entries as necessary • Worked closely with team to reconcile account balances and intercompany transactions between Citibank North America and Latin… Show more • Created monthly, quarterly, and event-based journal entries to record transactions associated with Citi Private Banking activities and activities of affiliated Trusts, noting areas in need of, and implementing, process improvements • Monitored status of items in cash accounts daily, maintaining detailed spreadsheet and creating journal entries as necessary • Worked closely with team to reconcile account balances and intercompany transactions between Citibank North America and Latin America • Trained off-site team members to perform above duties, delegating tasks, reviewing assignments, and providing feedback Show less



PwC

• Professional Services
• 700 & Above Employee

• Associate - Ethics & Compliance Monitoring (Consultant)

  • Nov 2013 - Oct 2014

  Jersey City, NJ • Analyzed over 160 self-reported violations to uncover potential exceptions to firm’s strict U.S. Independence Policy, deriving from SEC and PCAOB regulatory standards, training new team members, adapting to ongoing process restructuring • Communicated with firm partners and managers regarding independence issues surrounding security acquisitions, gathering sensitive information and facilitating disposal of restricted security holdings • Drafted executive summaries and presented… Show more • Analyzed over 160 self-reported violations to uncover potential exceptions to firm’s strict U.S. Independence Policy, deriving from SEC and PCAOB regulatory standards, training new team members, adapting to ongoing process restructuring • Communicated with firm partners and managers regarding independence issues surrounding security acquisitions, gathering sensitive information and facilitating disposal of restricted security holdings • Drafted executive summaries and presented finalized matters to senior management, using assessment principles to determine what sanctions to levy against an individual with independence exceptions • Reviewed outsourced reports of new self-reported matters and evaluated items that qualify as potential independence exceptions, documenting detailed procedures for future reference Show less



Blackstone

• United States
• Financial Services
• 700 & Above Employee

• Financial Reporting Intern

  • Jan 2013 - Jul 2013

  Greater New York City Area



Thrillist

• United States
• Online Audio and Video Media
• 1 - 100 Employee

• Cost Accountant

  • Oct 2012 - Oct 2012

  Greater New York City Area • Completed GR & IR clearing report illustrating daily inventory fluctuation for submission to Accounting Manager and members of Finance department • Created journal entries for inventory clearing account and for week-end close utilizing NetSuite accounting software • Interviewed warehouse personnel regarding processing customer orders, customer refunds, and missing goods and documented responses • Drafted process narratives and SOP documents of inventory procedures and processing… Show more • Completed GR & IR clearing report illustrating daily inventory fluctuation for submission to Accounting Manager and members of Finance department • Created journal entries for inventory clearing account and for week-end close utilizing NetSuite accounting software • Interviewed warehouse personnel regarding processing customer orders, customer refunds, and missing goods and documented responses • Drafted process narratives and SOP documents of inventory procedures and processing accounts payable for auditors’ review Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Audit Associate

  • Oct 2011 - Jul 2012

  Greater New York City Area • Worked efficiently, both independently and with teams, to serve clients’ audit needs, using technical accounting knowledge to complete tasks such as test of operating effectiveness of controls and assisting in substantive testing and analytical procedures involving cash, accounts receivable, inventory, fixed assets, accounts payable, revenue, and expenses within strict deadline • Audited financial statements and required disclosures of SEC and non-SEC clients in commercial sector to ensure… Show more • Worked efficiently, both independently and with teams, to serve clients’ audit needs, using technical accounting knowledge to complete tasks such as test of operating effectiveness of controls and assisting in substantive testing and analytical procedures involving cash, accounts receivable, inventory, fixed assets, accounts payable, revenue, and expenses within strict deadline • Audited financial statements and required disclosures of SEC and non-SEC clients in commercial sector to ensure adherence to GAAP and IFRS, using knowledge of clients’ industries and general business acumen to enhance quality of service • Performed control walkthroughs by interviewing human resources personnel to determine controls in place regarding new hires, terminations, and salary revisions and reviewed accompanying documentation (e.g. employment contracts, bonus approvals, payroll ledger) verifying accuracy and completeness • Observed store and warehouse inventory counts of clothing, shoes, and other high-end women’s apparel and performed test counts to substantiate client’s inventory records • Analyzed variances in financial data to ascertain reason behind fluctuation and establish appropriate testing procedures • Organized and maintained paper and electronic third-party confirmations of bank accounts, credit customers, and legal liabilities, working closely with client to facilitate prompt receipt • Reviewed television licensing contracts and revenue reconciliations of multiple programs to determine proper recognition of licensing revenues, independently researching program air dates and verifying program delivery dates with client • Exposure to array of firms in banking, asset management, real estate media, retail, pharmaceutical, publishing, and not-for-profit industries, including clients such as Pfizer, BBC Americas, AllianceBernstein, Escada, Fortis Bank, Community Preservation Corporation, The National Center on Addiction and Substance Abuse, and The Foundation Center Show less



Syracuse University

• United States
• Higher Education
• 700 & Above Employee

• Student Assistant

  • Sep 2007 - May 2010

  Whitman School of Management • Implemented cost allocation method using guidelines provided by OMB-Circular 230 for Syracuse’s South Side Innovation Center • Assisted in construction and design of presentation figures, simplifying perusal for Chancellor of Syracuse University • Maintained accurate spreadsheet of Supply Chain Management firms to assist Associate Director of Career Center in building upon relationships established with various campus recruiters of said firms • Assisted in administrative duties and… Show more • Implemented cost allocation method using guidelines provided by OMB-Circular 230 for Syracuse’s South Side Innovation Center • Assisted in construction and design of presentation figures, simplifying perusal for Chancellor of Syracuse University • Maintained accurate spreadsheet of Supply Chain Management firms to assist Associate Director of Career Center in building upon relationships established with various campus recruiters of said firms • Assisted in administrative duties and general service delivery of Career Center and Center for Entrepreneurship Show less



Bethpage Federal Credit Union

• United States
• Banking
• 400 - 500 Employee

• Business Development Intern

  • May 2008 - Aug 2008

  I promote the products and services of Bethpage FCU by attending events that we sponsor and communicating the value of Bethpage FCU to potential members.