Experience

ATW Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Fund Accountant

  • Apr 2019 - Present



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Assurance Senior

  • Sep 2016 - Feb 2019

  - Prepared and reviewed interim review and year-end audit work papers which addressed high risk and complex areas including yield and credit impairment for a publicly traded mortgage REIT client - Worked directly with client’s Vice President of Accounting to present findings related to Client Form 10-K, Form 10-Q, and press release documentation in conjunction with a year-end audit, interim reviews, and comfort letter procedures - Extensive Sarbanes Oxley test of control and walkthrough experience related to Repurchase Agreements, Agency Mortgage Backed Securities Valuation, and Derivatives Trading and Valuation - Managed and reviewed engagement team’s Indian Global Delivery team - Reviewed client waterfall calculations to ensure consistency with joint venture distribution agreements - Coordinated with EY specialist teams, including: Structured Finance, Derivative Valuation, Tax, and IT - Coached teams of staff and interns for quarterly reviews and year-end audits in accordance with the PCAOB - Most recently rated Exceeded Expectations; received EY Recognition Awards on an annual basis - Participated in PCAOB inspection Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Assurance Intern

  • Jun 2015 - Aug 2015

  - Created, updated, and revised various workpapers for the annual audit and quarterly review - Assisted in analytical procedures for transaction and financial statement fluctuations - Started and managed audit team calendar to combine schedules of clients and audit staff in order to increase efficiency and improve client relations - Created, updated, and revised various workpapers for the annual audit and quarterly review - Assisted in analytical procedures for transaction and financial statement fluctuations - Started and managed audit team calendar to combine schedules of clients and audit staff in order to increase efficiency and improve client relations



Yeshiva University

• United States
• Higher Education
• 700 & Above Employee

• YU Global Business Intern

  • Jun 2014 - Aug 2014

  - Coordinated an effort to increase revenue streams and uncover new methods of providing education to the target market - Delivered a competitive landscape analysis through researching data on hundreds of post-secondary educational programs and deciphering trends such as price structures and procedural methods. -Reported research results and analysis to program administrators under Vice Provost for Teaching and Learning - Coordinated an effort to increase revenue streams and uncover new methods of providing education to the target market - Delivered a competitive landscape analysis through researching data on hundreds of post-secondary educational programs and deciphering trends such as price structures and procedural methods. -Reported research results and analysis to program administrators under Vice Provost for Teaching and Learning



Manhattan Jewish Experience

• United States
• Religious Institutions
• 1 - 100 Employee

• Accounting Intern

  • Aug 2013 - Aug 2014

  - Analyzed QuickBooks records to determine discrepancies in payment and donation transactions to prevent future errors - Assessed event attendance and donor activity to determine most successful methods and times for specific events and donor requests - Assisted in vendor research for events and classes for non-profit Jewish outreach organization - Analyzed QuickBooks records to determine discrepancies in payment and donation transactions to prevent future errors - Assessed event attendance and donor activity to determine most successful methods and times for specific events and donor requests - Assisted in vendor research for events and classes for non-profit Jewish outreach organization