I love accounting and complex data that is brought to light and reviewed with accounting and financial analysis. I enjoy rolling up my sleeves and getting involved with financial and non-financial drivers.I have been involved with companies in the Real Estate, Private Equity (Fund Accounting), Family Office and Franchise industries. I directly managed a private family office with multiple operating businesses. I have spent years, on the client side, developing and streamlining auditable financial statement packages (Deloitte & KPMG reviewed), tax reconciliations, investment management packages, consolidated financial statements, and debt covenant reporting packages. Some of my past employment has engagement me in working with the Investment Company guide reporting, ILPA reporting, and several different international tax structures. I am comfortable navigating complex organization documents, merger/acquisition documentation, title reports, PSAs, PPMs, and LPA documents.Specialties: Family Office management, Software/Technology Accounting, Private Equity / Fund Accounting, Real Estate, Operations Management, Venture Capital, Audit Management, Investor Relations, Mergers and Acquisitions, Franchisor reporting (FDD), and Data Management
Listed skills include Finance, Accounting, Private Equity, Financial Analysis, and 42 others.