Leads accounting and financial reporting operations for Equilibrium's controlled environment foods and carbon transition infrastructure funds and related portfolio investments, including oversight of fund administrators, financial reporting and filings, accounting records, policies, and internal controls.Responsible for cash flow planning and budgets and fund liquidity. Oversees capital calls, distributions, waterfall calculations, IRRs, management fees, and partner allocations.Experience with complex tax structures, leveraged blockers, REITs, and property construction and operations.Manages fund investment valuations for large-scale, high-tech fruit and vegetable greenhouses, private equity in greenhouse operators, and anaerobic digesters producing renewable natural gas.

Led initiatives to align lease accounting with new U.S. GAAP standards, including a major system implementation for a $3 billion global lease portfolio.Established scalable technical accounting policies for complex lease topics, improving global compliance and efficiency.Implemented a global SOX framework, designing business and IT controls, conducting SOC 1 analyses, and managing external auditor relations during system assessment.

Lead Manager at a global investment banking and asset management firm ($2B+ revenue), overseeing Corporate Reporting and Investment Banking audit teams. Key member of the engagement leadership team collaborating with Deloitte partners and client management.Served large public clients in the financial services industry, ensuring effective communication and execution of high-pressure audits.Focused on for high priority and complex areas (e.g., revenue recognition, valuation approaches, economic capital, forecasts, and equity allocation) and evaluated U.S. GAAP compliance and led meetings with senior management.Implemented data analysis tools for audit teams and conducted professional development training.

Selected to lead initiatives promoting diversity and inclusion, managing collaboration among over 20 resource groups and raising over $100K for diversity efforts.