Venture-backed startup offering homeowners a novel investment product to access their home equity without debt or monthly payments. First finance hire (13th employee overall); joined pre-revenue. The company has since grown to hundreds of employees, and invested in thousands of homes across 18 states.► Built and currently lead seven-member finance team (Opco Accounting & Capital Market Operations). Transitioned corporate finance fully in-house from external CFO-firm.► Report to CFO (and for six months directly to CEO when CFO position was vacant); onboarded two CFOs► Led selection, implementation, and rollout of multiple new business platforms to achieve scalability (including NetSuite, Airbase, FloQast, and Jirav)► Provide analytical support to capital team’s discussions and due diligence with institutional investors► Identified eligibility for R&D tax credit and hired external vendor to conduct study; continue to perform for material tax credits

Responsibilities covered under VP description.

► Launched first GP/LP private equity fund (fund admin, LPA & sub docs, auditor, investor communications)► Performed all home investment underwriting for first year of operations► Quantified risk/return benefits of geographic diversity in home investment portfolios; informed state expansion roadmap► Performed marketing analysis for radio and direct mail campaigns

Turnkey Asset Management Platform with over 54,000 advisors and $1.1 trillion in platform assets.► Responsible for all AlphaHedge operations (trading, accounting, reporting, recons, and systems)► Led integration of AlphaHedge systems (Advent Geneva and Eze OMS) with Envestnet Unified Managed Platform► Analyzed Envestnet Platform to identify and resolve gaps in supporting L/S equity, Intl. equity, and options

Pioneering start-up RIA offering separately managed long / short equity accounts with performance fees.► Equity member and key contributor to developing systems and processes, culminating in acquisition by Envestnet► Led presentations and demos of platform and processes to buyer’s agent and due diligence consultants► Responsible for all daily operations to deliver five hedged equity models across multiple brokers► Authorized Agent with discretionary control, individually, over client assets per SEC form ADV Part 2B► Primary trader for incremental model updates, rebalances, and cash burn / raise; traded equities (domestic and international) and options via market, limit, and stop orders, as well as VWAP/TWAP algos► Systems Administrator for Accounting system (Advent Geneva), responsible for enhancements & development effortsSenior Operations Analyst (while enrolled in full-time MBA program)► Responsible for monthly / quarterly accounting closes, client reporting, performance reporting, billing / fees, daily reconciliations► Transitioned firm from Dynamic to Closed Period accounting. Designed custom report logic to: 1) report accurately across multiple closed periods, and 2) implement functionality for static storage of TWR sets, dramatically reducing reporting runtimes

An independent hedge fund and private equity fund administrator (subsequently acquired by ALPS, a DST company).► Lead Accountant on largest hedge fund client, with over 75 sub-advisors and 14 broker relationships► Supervised all back-office operations and staff, including: client communications, reconciliations, valuation, corporate actions,allocations, team training, financial & investor statement reporting, and audit & tax liaison► Developed expertise with L/S equity, fixed income, options, futures, swaps, spots / forwards and first loss capital► Identified operational inefficiencies, design process logic that reduced employee time expended by 25%Staff I / Staff II Fund Accountant► Contributing member with progressively increasing responsibilities before leading team

► Struck NAV on six mutual funds► Analyzed trade activity, corporate actions, traded interest accruals and valuation► Monitored and ensured timely, accurate workflow of funds across bank on Oversight Team► Performed analysis on daily fund returns to identify atypical performance relative to peer groups and benchmarks► Led the on-boarding process of new client with 51 mutual funds