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I am a CPA with extensive experience in accounting for private equity funds, hedge funds, and management companies. I enjoy implementing improved collaboration strategies and leading projects to increase efficiencies. Some highlights of my experience: 💫 Implementing the use of Microsoft OneNote to enhance seamless collaboration and communication within various teams. This ensured efficiency and a timely focus on high-priority work, shortening the learning curve for 20+ new employees. 💫 Autonomously researching various detailed accounting standards to ensure proper implementation by niche clients and financial statement presentation. 💫 Collaborating effectively with various teams as needed to ensure work was done in time for deadlines throughout the year- including financial services audits, non-profit audits, audits of consolidated commercial entities, and employee benefit plan audits. 💫 Performing detailed review of client records for clients with small accounting teams. This included review of clients’ trial balances, annual financial statements and footnotes, as well as quarterly and annual allocation schedules. Detailed, hands-on guidance was provided to ensure financial statements were correctly stated and various calculations (management fees, carried interest, etc.) were calculated in accordance with LPAs and any side letters. 💫 Obtaining the MVP award of the NYSSCPA Family Office Cup Competition- a public speaking competition where my team presented on the benefits of investing in cannabis-related fintech. 💫 Winning the CohnReznick "Passion for Excellence" award twice during my six-year tenure at the firm.
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