◆ Managed end-to-end operations of a real estate investment fund, catering to a portfolio of accredited investors. Oversaw processes from initial formation documentation to investor presentations, capital raising, and ongoing compliance and reporting.◆ Conducted detailed financial modeling in Excel. Analyzed over $200M in multifamily and $10M in single-family investment opportunities, providing forecasts for partner and investor returns by analyzing rent rolls, trailing twelve-month P/Ls, rental agreements, and pro forma financials.◆ Performed accounting and bookkeeping for multiple entities. Recorded, analyzed, and reconciled monthly journal entries in QuickBooks for accruals, bank reconciliations, balance sheet reconciliations, quarterly reports, and year-end financial statements for multiple entities and rental properties.◆ Created promissory notes and mortgages for all investment deals (rehab loans, bridge loans, and hypothecations). Monitored progress of deals to ensure prompt payment of promissory note principal and interest when due. Calculated, assessed, and enforced interest penalties on overdue accounts.

◆ Oversaw all business intelligence activities supporting the reporting and analysis of accounting and auditing data of U.S. publicly traded companies. Including financial statement analysis, trend analysis, footnote searches of SEC filings, data quality and accuracy, and development of new KPIs and risk metrics.◆ Led the development and implementation of annual risk planning profiles, utilized for selecting issuer audits at prominent audit firms (PwC, EY, Deloitte, and KPMG), representing over 95% of U.S. public company market capitalization. This initiative significantly improved efficiency and risk identification.◆ Implemented an initiative to streamline SQL procedures and ensure data quality, resulting in notable enhancements in the production of 24+ periodic reports and 15+ internal data collection processes. These improvements positively impacted report quality and reduced delivery times.◆ Performed and oversaw reconciliations of financial data for external reports, research papers and monthly internal reports, as well as financial data in the Enterprise Data Warehouse.◆ Played a pivotal role in maintaining open communication and collaboration with all divisions within the PCAOB to build and foster excellent business relationships to meet the current reporting and data analysis needs of our customers, and to help forecast future data needs impacting budget and headcount.

◆ Led the annual delivery of 1000+ ad hoc requests and periodic reports for the PCAOB, ensuring adherence to monthly, quarterly, and ad hoc deadlines for internal customers, including Division Directors and Board Members.◆ Conducted research and implemented a cost-saving data collection approach for reports, resulting in an 86% reduction in monthly data costs and recognition with a 'Spot' Award.◆ Created process and procedure documentation on how to build reports, conduct quality control checks, implement business logic code and how to handle ad hoc requests. These process and procedure documents led to faster reporting with more consistent quality.◆ Led the elicitation of business requirements for a new Enterprise Data Warehouse (EDW) initiative. Played a key role in the planning, vendor selection, reporting tool selection, and implementation of the new EDW and associated business rules and business logic.◆ Orchestrated a comprehensive group-wide initiative focused on automating key operations, leading to a significant 50% decrease in monthly report production time.◆ Engineered an impressive 17% reduction in BI Dashboard publishing time by skillfully transitioning SQL queries and associated processes to a new, efficient Enterprise Data Warehouse (EDW).

◆ Utilized SQL queries to develop multiple critical reports from the Enterprise Data Warehouse, enabling Division leaders to make informed decisions on headcount, policy, and rulemaking.◆ Conducted data wrangling and data cleansing on various datasets, preparing them for data analysis on key research topics to support the PCAOB rule-making process.◆ Collaborated with financial economists to review and enhance over 100 financial ratios in a predictive quantitative economic model, leading to improved accuracy in predicting companies likely to restate financial results.

◆ Reviewed, corrected, and processed 500+ registration applications, confirmed licensing information, and worked with domestic and global applicants to obtain correct information to complete the registration process with firms on six continents in 50+ countries.◆ Complied with stringent deadlines for dozens of applications in multiple stages of the reviews process using high-level organizational skills.

Promoted to Senior Analyst, Listing Qualifications to manage group of midcap companies headquartered outside of the U.S. to ensure compliance with Nasdaq’s listing standards. Assessed the financial viability of companies through analysis of SEC filings and performance plans submitted by companies. Maintained ongoing contact with executive officers of listed companies and attorneys related to acquisitions, share issuances, reverse mergers and other corporate events potentially impacting a company’s listing status. ◆ Collaborated regularly with C-level executives of public companies regarding acquisitions, additional stock offerings, IPOs, and other material corporate events.◆ Analyzed quarterly and annual financial statements of listed companies to assess their financial stability and to identify questionable financial reporting.◆ Authored 50+ reports evaluating a public company’s financial stability and proposed plan to meet compliance with Nasdaq listing standards.

◆ Implemented trading halts on 80+ stocks such as Apple and Microsoft to allow for fair and equal dissemination of material news to the investing public.◆ Led demonstrations of surveillance systems and processes to executive officers of public companies and of foreign stock exchanges such as the Shanghai Stock Exchange.