As a member of the Financial Due Diligence (FDD) group, I provided buy side and sell side advisory services to strategic and private equity buyers.Primary responsibilities included• Analyzing target operations to better understand historical result including integrity of financial information, quality of earnings and assets, cash flows, human resource and benefit concerns, tax exposures, IT infrastructure, and potential risk management issues.• Performing comprehensive financial due diligence• Advising on accounting and tax structuring issues• Providing post transaction integration services, negotiation support, and acquisition strategy formulation • Support of client’s financial modeling• Review of sale and purchase agreements and closing working capital

In PwC’s Investment Management group I provided guidance on a wide array of business, accounting and tax matters.• Provided assurance services to registered and unregistered investment companies • Worked closely with clients to resolve complex audit issues and provide financial statement comments and recommendations• Supervised multiple teams of associates, effectively managing day to day workflow and providing timely coaching and feedback in order to successfully meet challenging client demands.• Developed strong knowledge of technical areas including SSAE 16 (Formerly SAS 70), ASC 820 (Formerly FAS 157), ASC 815 (Formerly FAS 133), amongst others

Member of several engagement teams auditing financial statements of a variety of companies within the asset management industry.

Interned in the Accounting Department of the SEC registered, Berkshire Hathaway owned Firm