Forensic Services- Managed a team of associates in analyzing detailed financial statements and implementing a dynamic financial model to calculate the business economic loss for claimants in a multi-billion dollar class action settlement- Performed cash flow analyses, revenue & expense forecasting, and business valuations of companies - Contributed to the preparation of expert witness reports used in litigation - Evaluated the reasonableness and effectiveness of testing performed by a third party Forensic Accounting firm in connection with a whistleblower investigation- Coordinated and lead process to prepare proposals for integrity monitoring on multibillion dollar infrastructure projectsSustainable Business Solutions- Advised clients on crafting regulatory reporting strategies for social and environmental issues related to corporate social responsibility and social determinants of health- Refined and developed new processes for reporting community benefit activities for one of the nation’s largest integrated managed care consortium- Led project initiatives to develop IT solution for modernizing and automating reporting processes

Asset Management Assurance - Alternative Investments- Performed financial statement audits in accordance with GAAS and GAAP for domestic and offshore hedge funds, fund of funds, mezzanine funds, and residential housing REITs- Gained exposure to a variety of investment strategies and portfolio holdings including: mortgaged & asset backed securities, commercial real estate loans, credit default swaps, listed commodities, repos, and currency futures- Responsible for highly technical audit testing areas in connection with valuation and portfolio scoping, level 3 cost rolls, amortization schedules, and FAS 161 tables for disclosures regarding derivative instruments and hedging activities- Worked closely with firm valuation specialists in scoping, sampling, and testing fund portfolio holdings- Developed and maintained highly automated capital allocation testing file to facilitate the testing of management fees, incentive fees, and performance allocation as was designated by limited partnership agreements- Designed and implemented testing procedures performed during the initial carve out audits of newly launched funds- Participated in the restatement of audited fund financial statements following an assessment by the SEC - Improved client relationship through direct communication with CFO, Controller, Senior Analysts, and Fund Administrators while making recommendations which helped develop efficiencies throughout audit testing procedures- Led audit scope as lead associate through planning, risk assessment, substantive testing, and completion procedures - Coached and motivated teams of junior staff through the delegation of audit procedures, review of work papers, and evaluation of individual performance during the audit period

Insurance claim development for clients with business interruption & casualty losses

Audit - Insurance Market