Experience

• 

  Orangewood Partners

  • New York, United States

  • VP of Finance

    • Apr 2022 - Present
    • New York, United States

• 

  Goldman Sachs

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President

    • Jan 2018 - Apr 2022

    Merchant Banking Division - Fund Management GroupManage all reporting deliverables to LPs invested in MBD's Infrastructure funds. These include quarterly investor reports highlighting key metrics and happenings, financial statements as well as ad-hoc requests.

  • Associate, Merchant Banking Division: Fund Management Group

    • Apr 2014 - Dec 2017

    •Performed extensive analytics on fund performance to be shared with internal and external stakeholders for town hall presentations, investor pitch books and external reports•Designed a streamlined approach to co-investor reporting featuring increased use of graphics to communicate client information, reducing turnaround time for report creation each quarter•Participated in a technology workforce to explore technology improvement projects for quarterly reporting including automation of share prices, report user testing, establishing user security and enhancing data flow•Spearheaded numerous business process improvement initiatives to increase the automation of the quarterly investor reporting process

  • Associate, Finance Division: Private Equity Fund Accounting

    • Jan 2014 - Mar 2014

    •Worked with various functional areas to monitor liquidity for more than 200 internally managed private equity fund of funds through the creation and reconciliation of investor capital calls and distributions•Reviewed investment valuation figures, profit and loss balances, and expense accruals for application in quarterly financial and capital statements •Participated in a working group for new funds in the pipeline to be launched and reviewed including fund overview, timing on close, account and system set-up, legal document creation and expense accruals•Worked on user testing and created a user guide for a new technology application used for report generation; Headed a project with technology to reorganize the team’s folder structure•Served on a task force to explore the introduction of a new debt based product to the division including considerations for accounting, technology and operations

  • Analyst, Finance Division: Private Equity Fund Accounting

    • Jul 2010 - Dec 2013

• 

  NYU Langone Medical Center

  • Greater New York City Area

  • Project Associate, Capstone Program

    • Sep 2015 - May 2016
    • Greater New York City Area

    - Worked with a team of 5 NYU Wagner graduate candidates to identify and propose a viable palliative care model to aid in the treatment of NYULMC Perlmutter Cancer Center hematology oncology patients - Conducted a literature review and environmental scan to document industry standards supporting palliative care and the various healthcare models currently being used by comparable institutions- Prepared financial analysis aimed at identifying potential cost savings resulting from the implementation of proposed palliative care model - Recommended qualitative and quantitative metrics to be used by NYULMC stakeholders to assess results of palliative care model implementation