Business & Financial Services

D.N. & E. Walter & Co. is a family office that is responsible for general accounting, tax, investment and finance operations for a high net worth family of the Bay Area.Core Responsibilities- Process accounts payable - Track project expenses against annual budgets- Research & resolve accounts payable and or budget issues with vendors or contractors - Summarize budget vs. actual variance; identify large variance items within professional services- Reconcile all bank accounts & money market accounts at month-end- Post and reconcile trades in our Portfolio database- Draft Board of Director letter/notices/agendas & financials for quarterly board meetings- Prepare and post all cash standard & adjusting journal entries for two companies- Prepare “roll up” financials & Statement of Cash Flows at month end for two companies- Organize, update & generate 1099 forms, W-9 required vendors

Perform day to day accounting responsibilities and tend to the personal affairs of a family.

Knight Capital Partners, a division of Knight Capital Markets, provides comprehensive capital placement services for alternative investment managers, including private equity funds, hedge funds & non-traditional long-only strategies.Core Responsibilities- Assist in deal management, origination & distribution;- Coordinate & distribute marketing materials to potential investors & prospects- Schedule & prepare Limited Partner & General Partner meetings- Perform personal administrative & executive support duties for senior executives- Oversee winter/summer internship program

Tumble Bugs is an Early Movement Education program designed to teach young children how to use fine motor skills, hand-eye coordination, as well as additional activities, to improve their everyday activity & social interactions.Core Responsibilities- Acting instructor to children ages 11 months through seven years old- Promoted to Director at the Greenwich facility in 2000 & oversaw a staff of seven- Chosen Director of the new Scarsdale facility in 2002, oversaw staff of 22, held staff training clinics, and grew enrollment from 0 to 323 children in just over a year- Executed holding birthday parties in all five locations