Assisting CFO to carry out accounting, finance, and administrative functions of national multifamily (Apartments) real estate, single family (SFR) real estate and hospitality (Hotels and Resorts)investment platform.

- Implemented cross-functional collaboration across diverse projects, reducing risk exposure while ensuring compliance, restructuring credit provision, and aligning with the brand promise.- Effectively oversaw multiple intricate projects, leveraging adept communication and problem-solving abilities to resolve conflicts and foster collaboration among teams, leading to enhanced efficiency and heightened customer satisfaction.- Collaborated with leadership to oversee high-risk credit scenarios, employing strategic oversight and proactive risk assessment methodologies to ensure optimal risk mitigation and financial stability.

- Developed comprehensive strategies to proactively mitigate risk exposure and optimize profitability, meticulously executing them while adhering to established corporate protocols.- Fostered strategic alliances with key external stakeholders, including prominent banking institutions, creditors, and reputable auditors, to fortify operational efficiency and facilitate seamless business processes.

- Led and collaborated on the entire RAM workstream with the Credit Science team, reducing risk exposure by $2M. Also trained and coached multiple junior members on credit processes.- Drafted and finalized the latest Brex external credit policy, showcasing expertise and collaborating with capital markets. Resulted in enhanced decision-making metrics and reduced T&E friction for improved customer experience.- Applied advanced data analysis methodologies to meticulously uncover intricate patterns in customer behavior, thereby augmenting the efficacy of credit risk management procedures.- Examined financial statements, analyzed prevailing trends, and meticulously reviewed customer payment records to assess their creditworthiness.

- Oversaw the month-end close process and financial statement reporting, encompassing journal entries, account reconciliations, bank reconciliation, AP, and accruals across multiple international subsidiaries.- Produced intricate financial reports and SEC filings, in collaboration with external auditors during annual audit procedures.- Directed and mentored junior staff in daily record-keeping and financial statement preparation, implemented accounting policies, and enhanced procedures to boost efficiency.

- Prepared and scrutinized quarterly and annual footnote disclosures and financial statements for incorporation into 10Q and 10K filings, FOCUS and FINRA reporting/17-H, and SSAE 16 compliance.- Collaborated with external auditors on annual and quarterly submissions, disclosure checklists, FP&A analysis, and SOX internal controls testing.- Conducted technical accounting research on new accounting pronouncements, proposed and aided in the implementation of new standards, and drafted accounting memos.

- Review and elucidate variances in managerial financial data and reconciliation procedures.- Collaborate with other departments to develop financial budgets and forecasts for diverse projects utilizing SQL.- Craft pro forma financial packages for the internal leadership team and monitor financial metrics to support decision-making.

- Execute reconciliations of bank cash accounts and investment security positions to the general ledger system for trading/investment accounts.- Conduct valuation of investment companies for private equity, real estate, and third-party funds for both parent and subsidiary entities.

- Planned, oversaw, and executed all stages of audit engagements for companies with domestic and international operations, encompassing administration, budgeting, client relations, report preparation, and quality assurance for public entities.- Scrutinized financial statements and footnotes of public companies to detect trends, resolve discrepancies, and evaluate the presentation and disclosure of financial data before the issuance of SEC 10K/10Q reports, SOC1 reports, and NAIC statutory reports.