Resume
After graduating from Texas Tech University in 2012, I worked in Texas for a year before moving to New York City in 2013. I then worked in New York City from 2013 until 2018, when I began my MBA program at Rotterdam School of Management in Rotterdam, Netherlands. Upon earning my MBA in 2019, I moved back to the New York City area, which is where I've continued my professional career ever since.
About me
I am a detail-oriented professional with over 11 years of experience in financial analysis, auditing, and project management.
I thrive in fast-paced environments, where my skills in organization, communication, and process optimization help drive efficiency and results.
I am proficient in Microsoft Office, Excel, and data analysis tools, and I’m dedicated to continuous learning—currently enhancing my skills in Python.
I enjoy collaborating with cross-functional teams and am passionate about solving complex challenges to improve organizational performance.
Experience
Senior Accountant
• Lead portfolio analysis and provide insights to drive key investment decisions and operational improvements
• Develop and maintain fund portfolio metrics, increasing transparency and performance tracking
• Manage cash flow and prepare quarterly reports, ensuring accuracy and timeliness for senior stakeholders
Client Service Supervisor
• Spearheaded process automation initiatives in Excel, reducing monthly task time by 50%
• Directed cross-functional meetings to resolve client inquiries and enhance operational efficiency
• Supervised and mentored junior team members, fostering growth and improving team performance
Digital Marketing Manager
• Managed digital strategies for 30 clients, leveraging data insights to improve marketing outcomes
• Automated project management workflows, resulting in a 20% increase in operational efficiency
• Enhanced internal tracking and reporting systems, improving client satisfaction through accurate reporting
Co-Founder
• Led contract negotiations and secured $6,000 in web design and development services for clients
• Managed internal operations, implementing Google Workspace and QuickBooks for operational efficiency
• Designed and delivered responsive websites ahead of schedule, exceeding client expectations
Senior Accounting Consultant
• Performed detailed financial reporting for startups, ensuring timely and accurate financial data
• Automated reconciliation processes using advanced Excel functions, reducing close times by 20%
• Managed client tax filings, ensuring compliance with federal tax regulations and timely submissions
Sr. Operations Accountant
• Produced monthly financial statements and ensured smooth month-end close procedures
• Managed daily cash reconciliations for multiple funds, identifying and resolving discrepancies
• Used Investran and Geneva systems to maintain accurate records for NAV calculations
Senior Fund Accountant
• Managed financial operations for $4.4bn fund, ensuring compliance and accuracy of financial data
• Created Excel templates to automate journal entries, improving efficiency by 25%
• Led team training for fund administrators, ensuring adherence to accounting standards
Financial Analyst
• Developed cash management schedules, optimizing cash flow for a $4.5bn fund
• Designed investment trackers, providing real-time insights into portfolio performance
• Collaborated with teams to improve fund consolidation processes, enhancing reporting efficiency
Fund Accountant
• Led migration of accounting records to Investran, ensuring accurate financial reporting
• Trained undergraduate interns on private equity accounting processes, increasing team efficiency
• Managed 100+ bank accounts, ensuring timely execution of investment-related transactions
Staff Accountant
• Managed accounts payable and payroll processes, ensuring timely and accurate processing
• Recommended and implemented short-term investment strategies, boosting interest income
• Participated in community tutoring programs, helping improve student performance in math and English
Skills
Accounting
I know how to analyze financials while ensuring data integrity
App Development
I've created apps that solve real-world business problems
Web Design
I've designed and developed websites for myself and clients