• Oversee multiple customers and consistently provide excellent customer service.• On-board and train customers to ensure a successful and efficient experience.• Results-oriented with positive outlook both internally and externally.• Focus - SEC, SOX/MAR, Vendor Mgmt., and ERM exceeding customer expectations.• Execute pre/post sales discussions with customers leading to implementation and Raving Fans.• Experienced team player allowing me to help peers day-to-day with questions and solutions.• Help shape and influence the New York Customer Success Team.• Track customer patterns to understand positive/negative trends to ensure success.• Cross-department collaboration to improve platform functionality, best practices, & beta features.• Reports: SEC filings, SOX/MAR, ORSA, Separate Accounts, Statutory, Blue Books, and VM amongst others.

• Reviewed Workiva project files to ensure proper SEC requirements and customer guidelines.• Ensured XBRL files contained face Financial Statements and Notes to Financial Statements found in public company’s annual reports and quarterly filings.• Reviewed reports and rendering of XBRL files for accuracy and compliance.• Responded in a timely fashion to resolve outstanding customer issues and inquiries.• Provided customer with updates and trend information that impact areas of responsibility.• Maintained knowledge of taxonomies, government legislation, SEC regulations, and US GAAP.

• Audited Millburn Corp. Issued 5 Financial Reports at year end on time and under budget. • Audited KKR&CO. assisted with Form S-1 of IPO SEC filing requirements.• Audited Evercore Partners Inc. at corporate level met stern deadlines due to rush filings.• Tested 100% of investments while balancing 8 to 10 other tasks and trained new team members.• Applied ASC 210- Offsetting Assets & Liabilities, ASC 820- FVM along with ASC 840 Leases. • Audited 15 funds in a one-month timeframe- varied from 12-18 investments per fund. • PCAOB- SOX testing of internal control assessments and enhanced financial disclosures.• Analyzed and tested pension plans as established by ASC 960 for DB Plans.