Experience

Bridge Investment Group

• United States
• Real Estate
• 400 - 500 Employee

• Director of Fund Financial Reporting

  • Jul 2021 - Present

• Fund Controller

  • Jan 2019 - Jun 2021



Bridge Investment Group

• Sandy, Utah

• Assistant Controller

  • Jan 2018 - Dec 2018



Bridge Investment Group

• United States
• Real Estate
• 400 - 500 Employee

• Senior Fund Accountant

  • Jan 2017 - Dec 2017

• Fund accountant II

  • Jan 2016 - Dec 2016

• Fund Accountant I

  • Jan 2015 - Dec 2015



Bridge Investment Group

• Murray, UT

• Fund Accountant

  • Feb 2013 - Dec 2014

  • Administer the firm’s active funds during their investment period. • Record and review all Drawdowns, Distributions, Management Fees, quarterly financial statements and Capital Account Statements of activity by deal. • Administer fund daily activities and reporting needs, complete month end fund close process. • Coordinate the follow on investments; prepare investor allocations in accordance with the fund’s allocation rules and terms and conditions of Limited Partnership… Show more • Administer the firm’s active funds during their investment period. • Record and review all Drawdowns, Distributions, Management Fees, quarterly financial statements and Capital Account Statements of activity by deal. • Administer fund daily activities and reporting needs, complete month end fund close process. • Coordinate the follow on investments; prepare investor allocations in accordance with the fund’s allocation rules and terms and conditions of Limited Partnership Agreement. • Record and review all investment activity for all deals by project • Direct credit facility activity, prepare and oversee borrowing and repayment schedules across all investment vehicles. • Record and analyze P&L and equity on a deal by deal basis. Show less • Administer the firm’s active funds during their investment period. • Record and review all Drawdowns, Distributions, Management Fees, quarterly financial statements and Capital Account Statements of activity by deal. • Administer fund daily activities and reporting needs, complete month end fund close process. • Coordinate the follow on investments; prepare investor allocations in accordance with the fund’s allocation rules and terms and conditions of Limited Partnership… Show more • Administer the firm’s active funds during their investment period. • Record and review all Drawdowns, Distributions, Management Fees, quarterly financial statements and Capital Account Statements of activity by deal. • Administer fund daily activities and reporting needs, complete month end fund close process. • Coordinate the follow on investments; prepare investor allocations in accordance with the fund’s allocation rules and terms and conditions of Limited Partnership Agreement. • Record and review all investment activity for all deals by project • Direct credit facility activity, prepare and oversee borrowing and repayment schedules across all investment vehicles. • Record and analyze P&L and equity on a deal by deal basis. Show less



Bridge Investment Group

• United States
• Real Estate
• 400 - 500 Employee

• Accounts Payable

  • May 2012 - Feb 2013

  • Receive and verify invoices and requisitions for goods and services • Process expense reimbursement • Verify that transactions comply with financial policies and procedures • Prepare batches of invoices for data entry and enter invoices for payment • Process backup reports after data entry • Manage the weekly Check run, record all checks, and prepare vendor checks for mailing • Prepare manual checks as and when required • Maintain listing of accounts payable, general… Show more • Receive and verify invoices and requisitions for goods and services • Process expense reimbursement • Verify that transactions comply with financial policies and procedures • Prepare batches of invoices for data entry and enter invoices for payment • Process backup reports after data entry • Manage the weekly Check run, record all checks, and prepare vendor checks for mailing • Prepare manual checks as and when required • Maintain listing of accounts payable, general ledger, and updated vendor files Show less • Receive and verify invoices and requisitions for goods and services • Process expense reimbursement • Verify that transactions comply with financial policies and procedures • Prepare batches of invoices for data entry and enter invoices for payment • Process backup reports after data entry • Manage the weekly Check run, record all checks, and prepare vendor checks for mailing • Prepare manual checks as and when required • Maintain listing of accounts payable, general… Show more • Receive and verify invoices and requisitions for goods and services • Process expense reimbursement • Verify that transactions comply with financial policies and procedures • Prepare batches of invoices for data entry and enter invoices for payment • Process backup reports after data entry • Manage the weekly Check run, record all checks, and prepare vendor checks for mailing • Prepare manual checks as and when required • Maintain listing of accounts payable, general ledger, and updated vendor files Show less



CHG Healthcare

• Salt Lake City, Utah

• Staff Accountant I

  • Jun 2011 - Dec 2011

  • Researched and resolved problems pertaining to gross margin results, ensuring compliance with company policy and procedures • Prepared and posted appropriate accrual entries for revenue, direct costs and operating expenses • Performed a detailed analysis of monthly gross margin results explaining actual results compared to prior period and budget • Analyzed monthly financial results and reported significant variances • Partnered with sales and business leaders and assisted them… Show more • Researched and resolved problems pertaining to gross margin results, ensuring compliance with company policy and procedures • Prepared and posted appropriate accrual entries for revenue, direct costs and operating expenses • Performed a detailed analysis of monthly gross margin results explaining actual results compared to prior period and budget • Analyzed monthly financial results and reported significant variances • Partnered with sales and business leaders and assisted them with understanding their financial results • Assisted with preparation of reports and work papers for year-end audit and quarterly reviews Other projects as assigned by team leader • Recommended and developed improvements in accounting methods and procedures • Created and maintained ad hoc reports for JD Edwards and Hyperion Financial Management • Assisted in budgets and projections Show less • Researched and resolved problems pertaining to gross margin results, ensuring compliance with company policy and procedures • Prepared and posted appropriate accrual entries for revenue, direct costs and operating expenses • Performed a detailed analysis of monthly gross margin results explaining actual results compared to prior period and budget • Analyzed monthly financial results and reported significant variances • Partnered with sales and business leaders and assisted them… Show more • Researched and resolved problems pertaining to gross margin results, ensuring compliance with company policy and procedures • Prepared and posted appropriate accrual entries for revenue, direct costs and operating expenses • Performed a detailed analysis of monthly gross margin results explaining actual results compared to prior period and budget • Analyzed monthly financial results and reported significant variances • Partnered with sales and business leaders and assisted them with understanding their financial results • Assisted with preparation of reports and work papers for year-end audit and quarterly reviews Other projects as assigned by team leader • Recommended and developed improvements in accounting methods and procedures • Created and maintained ad hoc reports for JD Edwards and Hyperion Financial Management • Assisted in budgets and projections Show less



Utah Museum of Natural

• Membership Coordinator

  • Aug 2009 - Aug 2010

  Managed membership administration duties for over 3000 members and worked to maintain and grow membership base Mailed renewal letter to 500 members each month Developed and maintained all aspects of business accountancy, marketing, and data processing Assisted the development director to research and investigate about other museum benefits and corporate sponsorship to improve the museum's benefit program Maintained renewal rates and developed new strategies to attract new… Show more Managed membership administration duties for over 3000 members and worked to maintain and grow membership base Mailed renewal letter to 500 members each month Developed and maintained all aspects of business accountancy, marketing, and data processing Assisted the development director to research and investigate about other museum benefits and corporate sponsorship to improve the museum's benefit program Maintained renewal rates and developed new strategies to attract new members Processed payments, maintained and update membership database as needed Provided excellent customer service on a consistent basis that ensured customer value and satisfaction Show less Managed membership administration duties for over 3000 members and worked to maintain and grow membership base Mailed renewal letter to 500 members each month Developed and maintained all aspects of business accountancy, marketing, and data processing Assisted the development director to research and investigate about other museum benefits and corporate sponsorship to improve the museum's benefit program Maintained renewal rates and developed new strategies to attract new… Show more Managed membership administration duties for over 3000 members and worked to maintain and grow membership base Mailed renewal letter to 500 members each month Developed and maintained all aspects of business accountancy, marketing, and data processing Assisted the development director to research and investigate about other museum benefits and corporate sponsorship to improve the museum's benefit program Maintained renewal rates and developed new strategies to attract new members Processed payments, maintained and update membership database as needed Provided excellent customer service on a consistent basis that ensured customer value and satisfaction Show less



Psychology Department at University of Utah

• Accountant Assistant

  • Aug 2008 - Apr 2009

  • Verified purchase orders and invoices and solved areas where there were problems • Prepared, scrutinized, and maintained computerized bills payables and receivables • Observed accounting system for domestic software companies • Designed an employee cash checking center within company • Maintained accounts receivables and accounts payables • Handled outgoing communications by fax, word documents, and mails • Generated income statements, general ledger, checks and reports • Verified purchase orders and invoices and solved areas where there were problems • Prepared, scrutinized, and maintained computerized bills payables and receivables • Observed accounting system for domestic software companies • Designed an employee cash checking center within company • Maintained accounts receivables and accounts payables • Handled outgoing communications by fax, word documents, and mails • Generated income statements, general ledger, checks and reports



University of Utah - Employment

• United States
• Higher Education
• 700 & Above Employee

• Accountant Assistant

  • Aug 2008 - Apr 2009

  Verified purchase orders and invoices and solved areas where there were problems Prepared, scrutinized, and maintained computerized bills payables and receivables Observed accounting system for domestic software companies Designed an employee cash checking center within company Maintained accounts receivables and accounts payables Handled outgoing communications by fax, word documents, and mails Generated income statements, general ledger, checks and reports Verified purchase orders and invoices and solved areas where there were problems Prepared, scrutinized, and maintained computerized bills payables and receivables Observed accounting system for domestic software companies Designed an employee cash checking center within company Maintained accounts receivables and accounts payables Handled outgoing communications by fax, word documents, and mails Generated income statements, general ledger, checks and reports



University of Utah - Employment

• United States
• Higher Education
• 700 & Above Employee

• Undergraduate Studies

  • Aug 2007 - Apr 2008

  Managed accounts payable records keepings and inputted journal entries for the accounts Handled the accounting reports for the scholarship accounts each month Prepared checked request, campus and purchase orders Recorded developing funds project processes and review controls Planned social events and sent out invitations to more than 50 guests Managed accounts payable records keepings and inputted journal entries for the accounts Handled the accounting reports for the scholarship accounts each month Prepared checked request, campus and purchase orders Recorded developing funds project processes and review controls Planned social events and sent out invitations to more than 50 guests



Rehabilitation and Wellness Clinic at University of Utah

• Research Assistant

  • Aug 2006 - May 2007

  Provided basic patient care such as helping patient with their exercises Attended Allegra training and HIPPA privacy and security training Sent patients reminders card and made sure that their visit do not conflict with existing schedules Applied a new software program which helped in increasing department productivity and reduce errors by 15% Provided basic patient care such as helping patient with their exercises Attended Allegra training and HIPPA privacy and security training Sent patients reminders card and made sure that their visit do not conflict with existing schedules Applied a new software program which helped in increasing department productivity and reduce errors by 15%



Weber State University

• United States
• Higher Education
• 700 & Above Employee

• Office Assistant

  • Aug 2004 - Jun 2006

  Filling, answering phone, scheduling appointments, helping online students, copying, and writing letters. Filling, answering phone, scheduling appointments, helping online students, copying, and writing letters.