Rose Park Advisors

Rose Park Advisors is a specialized investment firm, co-founded by Clayton and Matthew Christensen, focused on making investments in companies whose strategies are based on harnessing the benefits of Disruptive Innovation.

Vice President, Special Projects

TripAdvisor

- Prepare regulatory filings, including 10-K and 10-Q
- Accounting advisory on in-house M&A activity
- Technical accounting research and implementation of new standards

Senior Manager of Technical Accounting

Fidelity Investments

- United States Generally Accepted Accounting Principles (US GAAP) subject matter expert for FMR, parent company of Fidelity Investments ($2 Trillion AUM)
- Project Manager and SME for implementation of policies and procedures for new accounting standard for Revenue Recognition (ASC Topic 606)
- SME and key member of Strategy Group responsible for developing and executing implementation plan for new Lease Accounting standard (ASC Topic 842)
- Trusted adviser to senior executives seeking resolution to complex issues

Manager, Accounting Policy & Standards

Performed buy-side financial and accounting due diligence for middle market and large private equity-backed mergers & acquisitions.  Target companies analyzed include those involved in SaaS, transportation & logistics, retail & consumer products, cosmetics, towers, and payment processing.

Senior Associate - M&A Transaction Advisory Services

PricewaterhouseCoopers

Auditor within the Asset Management group, focused on large mutual funds and private equity funds.  Performed valuation analyses of debt, equity, and derivative investments.  Additional audit experience on multiple health care audit clients in the Boston area.

Associate || Senior Associate

Performed year-end audit of mutual funds domiciled in Canada and the United States

Summer Intern

Coldwater Creek

- Supported CFO and Controller of ~$1 billion revenue publicly-traded women’s retail clothing company in completing day-today assignments and special projects related to the financial reporting function.
  - Assisted in the preparation of US GAAP-based financial statements and SEC-related disclosures.

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