An instrumental member of the management team that grew SymbioSystems to over 1.25 MM in annual revenue. Managed all financial matters of the company, human resources, compliance, marketing, internal process creation, company culture, and vendor relationships.

Advised the board on financial matters and budget decisions for the on-going and future success of the school. Made meaningful contributions to and voted on management decisions for a non-profit preschool serving over 35 families. Managed the books and records, accounts payable, and taxes for the non-profit entity.

Continually present solutions and work with Fund Manager to improve internal processes and organization in accounting and compliance.Designed and implemented a comprehensive internal accounting solution leveraging QuickBooks, Excel and SharePoint, for three new Venture Capital Funds. Increased efficiency by bringing management company accounting in house.

Mentored Junior Fund Accountant and contributed to improving new hire training program.Responsible for the entire accounting process for a fund family with nine entities covering LOA initiation, full cash and position reconciliations, fund accounting, and reporting month end NAVs to investors.Met daily deadlines for reconciling cash and positions, and reporting P(L) for three Master Fund entities.

Managed three direct reports. Designed and implemented Junior Fund Accountant training and monthly accounting checklists.Co-lead cross departmental training initiative for operations and accounting departments. Authored accounting training materials and coordinated training sessions for 10 trainees and 3 trainers.Developed monthly accounting and review processes for servicing a university endowment fund with over $120 million assets under management. Facilitated relationships with ten different managers running separately managed accounts.Reviewed month end books, monthly audit packages, and prepared year end GAAP financial statements for over twenty hedge funds. Facilitated relationships with fund managers, and other service providers including big four audit firms.Worked in Advent Axys with varying structures and investment strategies including: Long/Short Equity, Fund of funds, Separately Managed Accounts, Private Equity, Master-Feeders, Sideletters, and Derivatives.