Oversee the preparation, review and approve quarterly direct investment fund financial statements and related GP letters for multiple funds and oversee delivery to investorsOversee the audits of all direct investment funds and management funds.Prepare and review annual direct financial statements for general partners and other related entities and SPVs Manage valuation processes for all direct investmentsManage the data collection and review of portfolio company financial reports, project potential cash needs and track other KPI’s for the portfolio, industry etc. Manage the process all capital calls and distributions to the investors in the direct investment funds Manage all financing rounds for each new investment including cap table review, term sheet and docs review working closely with the Managing Partner/Chief Investment Officer or VP(s) responsible for the fund(s)Prepare financial models and design all the internal reporting metrics necessary to monitor and manage the business operations of this unitManage cash requirements for each fund to ensure that cash is always available for the investing programs and expense obligations of the fundsAssist with tax returns including K-1’s with outside firmsManage cash requirements for general partner and fund advisor to ensure that cash is always available for team payroll and all expense obligationsManage fund advisor budget and forecastingManage Human Resources (including Benefit Administration and Payroll) for fund advisor Foster and manage key relationships with bankers, administrators, tax professionals, valuation and M&A providersManage compliance requirements with outside compliance provider Manage IT infrastructure and security with outside CISO/IT provider

Accounting, Outsourced CFO, Tax and General Business Consulting Firm. Also provides business coaching services to founders from early stage start up to growth phase.Previously DBA Cathexis Consulting and 4:13 Capital

Impact Church is an inclusive gathering of people committed to holistic salvation and doing Christ's work in the world. As a member of the trustee committee I am responsible for the supervision and care of the entire property and equipment and overall belongings of the church. We also set policies for the maintenance and administers all bequests to the local church. Additionally; as a Leadership Team Co-Chair I ensure cohesion and progression amongst the other standing committees and church leadership.

Courses included:Introduction to AccountingManagerial Accounting

All Grown Up Inc., a 501(c) 3 more lovingly referred to as, AGU, is a youth organization dedicated to helping young girls and maturing teens develop into womanhood. AGU focuses on several interactive developmental workshops and learning programs that encourage constructive behavior and healthy living. AGU has reached over 3500 students and has been adopted into several middle schools, high schools, churches, and teen community centers. AGU is continuously growing and expanding in efforts to reach women worldwide. My prior roles with this organization include Volunteer Coordinator, Program Director and Director of Accounting. Additionally I have served on the Board of Directors for the past 4 years in various capacities including Treasurer.

Expanding the responsibilities of my former role to include the following: • Oversee global financial policy, procedure, training and compliance• Oversee the testing of system updates and/or upgrades prior to release and update related training• Review approve and assign accounting support tickets, review accounting system change requests and any changes to security rights or registry settings that impact internal controls• Design compliance dashboard to monitor key financial performance metrics

JAS is a global network of 47 subsidiaries, 35 exclusive agents, and 3,700+ employees across more than 80 countriesoperating in the fields of shipping, 3PL, and freight forwarding. Jas is constantly focused on innovation.• Responsible for completing the global migration from various accounting systems to one global system in all 47subsidiaries. Includes documenting business requirements, designing and implementing complex solutions, project management, training and ongoing support.• Responsible for the global rollout of Concur Expense & Travel system• Design and manage global process alignment plans• Communicate country-specific needs to programmers and manage the development/design of the system• Design reports for use internally or externally (auditors, banks, customers, vendors)• Review, update and/or prepare all training manuals related to all financial systems and oversea content and design of online learning management system (LMS)

Responsible for full financial planning and analysis, AR and AP for East Region, and supporting the West region in the same function during various times of transition in their controlling function. Oversaw the offshoring of various accounting functionsAssisted in implementing budgeting tools and technology and detailed budgeting processes within the US.Worked on cross-functional team (including sales, operations & warehousing, finance, accounting, and internal audit) dedicated to documenting and redefining business processes for efficiently including the redevelopment of existing technological solutions or deployment of new solutions.

2010-2013- Accounting Manager- Financial Reporting & Analysis2009-2011- Accounts Receivable Manager2008-2009- Senior Accountant2007-2008- Staff Accountant

Previous roles include Hiring and Training Supervisor, Customer Service/Admin/Operations Senior, Cashier and Personal Shopping Assistant (Executive Customers).