* Source, diligence and monitor private equity, venture capital, credit, energy, mining, and real estate fund investments and co-investments *Analyze and forecast program wide cash flows

• Identify, filter and diligence private equity funds and co-investments for internal and external investment strategies• Perform qualitative and quantitative due diligence on investments and lead investment committee discussions on applicable investments• Monitor investment portfolio by attending fund manager annual and advisory board meetings, analyzing returns and projections, and composing summary reports for the broader team• Develop and improve internal private equity database to source, track and evaluate private equity investments• Communicate investment merits and structure to investors throughout Europe, the Americas and Australia• Researched and penned comprehensive industry white paper on the dynamics and merits of the US buyout market• Improved portfolio data presentation and Public Markets Equivalence Benchmarking by analyzing, enhancing, and creating financial models

• Developed strong analytical skills by creating a niche serving very large partnerships with immense data sets and difficult allocations• Lead and managed multiple, diverse teams to execute tax compliance engagements with over 50 direct and indirect reporting personnel while maintaining high levels of client service and budget control in a deadline driven environment.• Served and communicated with a variety of clients including: private equity, venture capital, high net worth individuals, hedge funds, funds of funds, and global real estate partnerships • Built complex financial models to assess consequences of foreign tax adjustments based on prospective earnings • Developed and implemented a technology change management strategy as part of a cross-functional national team • Selected to supervise and train staff and senior consultants in the Hyderabad, India office on engagement process, technology, and tax law

• Developed strong and concise writing style to quickly convey results from my research• Selected to travel to Chicago to assist during a period of high demand

• Developed and implemented new monthly reporting procedures to reduce required preparation time by over 70%• Performed monthly cost accounting and reporting for the Parts and Service Division• Honed advanced excel skills while working with vast amounts of data